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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 11 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMLP ALPS ETF TR 10,847.0 $571K 0.02% $52.64 -3.2%
202 MO ALTRIA GROUP INC Consumer Defensive 8,560.0 $565K 0.02% -89.0 -1.0% $65.99 +6.4%
203 FDX FEDEX CORP Industrials 1,577.0 $564K 0.02% +41.0 +2.7% $357.61 -6.1%
204 OMFL INVESCO EXCH TRD SLF IDX FD 9,298.0 $559K 0.02% $60.12 +14.5%
205 PSX PHILLIPS 66 Energy 3,057.0 $557K 0.02% -193.0 -5.9% $182.18 -5.6%
206 DFUS DIMENSIONAL ETF TRUST 7,791.0 $552K 0.02% +75.0 +1.0% $70.91 +15.6%
207 XLC SELECT SECTOR SPDR TR 4,977.0 $552K 0.02% $110.84 +1.3%
208 GTEK GOLDMAN SACHS ETF TR 13,425.0 $549K 0.02% $40.90 +45.8%
209 IEZ ISHARES TR 18,660.0 $540K 0.02% $28.95 +0.3%
210 ALLY ALLY FINL INC Financial Services 13,500.0 $530K 0.02% $39.23 +16.4%
211 DLR DIGITAL RLTY TR INC Real Estate 2,938.0 $529K 0.02% +419.0 +16.6% $180.21 +5.7%
212 NRG NRG ENERGY INC Utilities 3,586.0 $524K 0.02% -298.0 -7.7% $146.14 -9.6%
213 PNC PNC FINL SVCS GROUP INC Financial Services 2,499.0 $520K 0.02% +1K +69.9% $208.06 +12.8%
214 XLK SELECT SECTOR SPDR TR 3,913.0 $520K 0.02% $132.82 +40.4%
215 DAL DELTA AIR LINES INC Industrials 7,772.0 $517K 0.02% $66.48 +25.1%
216 WDAY WORKDAY INC Technology 3,890.0 $505K 0.02% $129.92 -0.2%
217 RSP INVESCO EXCHANGE TRADED FD T 2,576.0 $494K 0.02% NEW $191.92 +10.6%
218 BA BOEING CO Industrials 2,469.0 $491K 0.02% +75.0 +3.1% $199.03 +14.3%
219 C CITIGROUP INC Financial Services 4,237.0 $481K 0.02% +105.0 +2.5% $113.41 +26.1%
220 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,204.0 $469K 0.02% +548.0 +11.8% $90.11 +23.4%
Page 11 of 18  ·  342 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%