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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.6B AUM 342 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 90 Reduced 12 Exited
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTB M & T BK CORP Financial Services 6,500.0 $1.3M 0.05% -2K -18.9% $206.72 +12.2%
42 CMCSA COMCAST CORP NEW Communication Services 45,163.0 $1.3M 0.05% -11K -19.9% $28.71 -14.7%
43 ORCL ORACLE CORP Technology 8,316.0 $1.2M 0.05% -703.0 -7.8% $147.11 +25.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 5,003.0 $1.2M 0.05% -31.0 -0.6% $242.41 +12.3%
45 ABT ABBOTT LABORATORIES Healthcare 11,310.0 $1.2M 0.04% -143.0 -1.2% $102.67 -14.1%
46 SPYG SPDR SERIES TRUST 11,696.0 $1.1M 0.04% -449.0 -3.7% $97.91 +19.4%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 6,494.0 $1.1M 0.04% -395.0 -5.7% $165.34 +11.5%
48 WDC WESTERN DIGITAL CORP Technology 3,911.0 $1.1M 0.04% -556.0 -12.4% $270.49 +95.7%
49 VO VANGUARD INDEX FDS 3,510.0 $1.0M 0.04% -87.0 -2.4% $287.21 -72.2%
50 IWR ISHARES TR 10,058.0 $978K 0.04% -544.0 -5.1% $97.23 +11.8%
51 NSC NORFOLK SOUTHN CORP Industrials 3,256.0 $934K 0.04% -41.0 -1.2% $287.00 +9.4%
52 BAC BANK AMERICA CORP Financial Services 18,823.0 $918K 0.04% -2K -8.7% $48.75 +14.9%
53 UNILEVER PLC 15,147.0 $863K 0.03% -630.0 -4.0% $56.97
54 WPC WP CAREY INC Real Estate 12,041.0 $818K 0.03% -18K -60.0% $67.96 +11.2%
55 SANDISK CORP 1,238.0 $787K 0.03% -240.0 -16.2% $635.34
56 ACN ACCENTURE PLC IRELAND Technology 3,804.0 $754K 0.03% -258.0 -6.3% $198.29 -14.1%
57 TMP TOMPKINS FINL CORP Financial Services 8,841.0 $697K 0.03% -2K -17.9% $78.84 +16.7%
58 J P MORGAN EXCHANGE TRADED F 13,624.0 $690K 0.03% -3K -18.9% $50.61
59 TROW PRICE T ROWE GROUP INC Financial Services 7,504.0 $676K 0.03% -145.0 -1.9% $90.14 +21.6%
60 MOAT VANECK ETF TRUST 6,905.0 $668K 0.03% -325.0 -4.5% $96.70 +6.4%
Page 3 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.5%
Technology 22.1%
Healthcare 12.7%
Communication Services 9.5%
Industrials 6.7%
Energy 5.1%
Consumer Defensive 4.7%
Consumer Cyclical 4.5%
Utilities 0.9%
Basic Materials 0.7%