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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.5B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 325 New
Page 4 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 35,202.0 $4.2M 0.17% NEW $120.18 +18.7%
62 AMGN AMGEN INC Healthcare 12,909.0 $4.2M 0.17% NEW $327.31 +6.3%
63 PGR PROGRESSIVE CORP Financial Services 16,571.0 $3.8M 0.15% NEW $227.72 -10.1%
64 SUN SUNOCO LP/SUNOCO FIN CORP Energy 71,000.0 $3.7M 0.15% NEW $52.41 +21.2%
65 VGT VANGUARD WORLD FD 4,904.0 $3.7M 0.15% NEW $753.68 -84.4%
66 SCZ ISHARES TR 47,338.0 $3.7M 0.14% NEW $77.53 +9.0%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 25,364.0 $3.6M 0.14% NEW $143.31 +6.4%
68 CPB THE CAMPBELLS COMPANY Consumer Defensive 130,390.0 $3.6M 0.14% NEW $27.87 -21.9%
69 XOM EXXON MOBIL CORP Energy 29,109.0 $3.5M 0.14% NEW $120.34 +17.2%
70 AVGO BROADCOM INC Technology 9,592.0 $3.3M 0.13% NEW $346.10 +8.8%
71 V VISA INC Financial Services 9,256.0 $3.2M 0.13% NEW $350.71 -7.7%
72 VNQ VANGUARD INDEX FDS 36,263.0 $3.2M 0.13% NEW $88.49 +10.8%
73 TSLA TESLA INC Consumer Cyclical 6,464.0 $2.9M 0.12% NEW $449.70 -10.0%
74 IAU ISHARES GOLD TR Financial Services 35,091.0 $2.8M 0.11% NEW $81.17 +0.4%
75 NOW SERVICENOW INC Technology 18,280.0 $2.8M 0.11% NEW $153.19 -33.9%
76 UBSI UNITED BANKSHARES INC WEST V Financial Services 72,399.0 $2.8M 0.11% NEW $38.59 +16.7%
77 RTX RTX CORPORATION Industrials 15,168.0 $2.8M 0.11% NEW $183.41 +1.8%
78 XLE SELECT SECTOR SPDR TR 58,958.0 $2.6M 0.10% NEW $44.71 +23.8%
79 HON HONEYWELL INTL INC Industrials 13,343.0 $2.6M 0.10% NEW $195.09 +17.6%
80 KO COCA COLA CO Consumer Defensive 36,566.0 $2.6M 0.10% NEW $69.91 +14.8%
Page 4 of 17  ·  325 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 33.6%
Technology 23.7%
Healthcare 12.6%
Communication Services 9.8%
Industrials 5.9%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 0.8%
Utilities 0.7%