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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYCROFT MINING HOLDING CORP 17,293.0 $609K 0.02% -16K -47.8% $35.20
62 SPGI S&P GLOBAL INC Financial Services 1,388.0 $590K 0.02% -8.0 -0.6% $425.34 -1.5%
63 CRM SALESFORCE INC Technology 3,148.0 $588K 0.02% -194.0 -5.8% $186.67 -11.1%
64 MO ALTRIA GROUP INC Consumer Defensive 8,560.0 $565K 0.02% -89.0 -1.0% $65.99 +9.0%
65 PSX PHILLIPS 66 Energy 3,057.0 $557K 0.02% -193.0 -5.9% $182.18 -1.5%
66 NRG NRG ENERGY INC Utilities 3,586.0 $524K 0.02% -298.0 -7.7% $146.14 -14.1%
67 SIRI SIRIUSXM HOLDINGS INC Communication Services 20,040.0 $463K 0.02% -4K -15.8% $23.08 +19.2%
68 SCHX SCHWAB STRATEGIC TR 17,051.0 $437K 0.02% -1K -7.2% $25.64 +13.9%
69 EPD ENTERPRISE PRODS PARTNERS L Energy 10,775.0 $408K 0.02% -125.0 -1.1% $37.84 -1.6%
70 LMBS FIRST TR EXCHANGE-TRADED FD 8,165.0 $407K 0.02% -9K -53.3% $49.81 +0.1%
71 SLYV SPDR SERIES TRUST 4,149.0 $392K 0.01% -1K -24.9% $94.58 +14.4%
72 DIA STATE STR SPDR DOW JONES IND Financial Services 787.0 $365K 0.01% -7.0 -0.9% $463.19 +10.8%
73 AEM AGNICO EAGLE MINES LTD Basic Materials 1,773.0 $360K 0.01% -874.0 -33.0% $202.98 -19.9%
74 MMM 3M CO Industrials 2,377.0 $345K 0.01% -36.0 -1.5% $145.23 +9.0%
75 DIS DISNEY WALT CO Communication Services 3,548.0 $342K 0.01% -221.0 -5.9% $96.38 +3.8%
76 UNH UNITEDHEALTH GROUP INC Healthcare 1,223.0 $331K 0.01% -254.0 -17.2% $270.59 +49.9%
77 ARTY ISHARES TR 7,100.0 $330K 0.01% -40.0 -0.6% $46.53 +57.5%
78 CENCORA INC 1,017.0 $319K 0.01% -7.0 -0.7% $314.14
79 WMB WILLIAMS COS INC Energy 4,387.0 $319K 0.01% -841.0 -16.1% $72.78 -1.6%
80 SLYG SPDR SERIES TRUST 3,250.0 $314K 0.01% -1K -29.0% $96.62 +16.8%
Page 4 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%