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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 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUN SUNOCO LP/SUNOCO FIN CORP Energy 71,000.0 $4.6M 0.18% $64.97 -2.0%
62 AMGN AMGEN INC Healthcare 13,051.0 $4.6M 0.18% +142.0 +1.1% $351.85 -1.1%
63 VB VANGUARD INDEX FDS 16,734.0 $4.4M 0.17% -3K -17.1% $261.90 +13.2%
64 IJR ISHARES TR 34,201.0 $4.3M 0.17% -1K -2.8% $124.31 +14.7%
65 VDE VANGUARD WORLD FD 23,694.0 $4.1M 0.16% NEW $173.04 -9.9%
66 XLI SELECT SECTOR SPDR TR 25,005.0 $4.0M 0.16% +22K +656.8% $161.73 +11.2%
67 XLF SELECT SECTOR SPDR TR 75,078.0 $3.7M 0.14% +57K +326.7% $49.37 +10.1%
68 SCZ ISHARES TR 46,535.0 $3.6M 0.14% -803.0 -1.7% $78.41 +7.7%
69 XLE SELECT SECTOR SPDR TR 58,908.0 $3.6M 0.14% $61.26 -9.6%
70 PG PROCTER & GAMBLE CO Consumer Defensive 24,553.0 $3.5M 0.14% -811.0 -3.2% $144.44 +5.6%
71 PGR PROGRESSIVE CORP Financial Services 16,731.0 $3.3M 0.13% +160.0 +1.0% $198.24 +3.3%
72 QCOM QUALCOMM INC Technology 25,674.0 $3.3M 0.13% +151.0 +0.6% $128.78 +66.0%
73 CVX CHEVRON CORPORATION Energy 15,303.0 $3.2M 0.12% $206.90 -12.9%
74 AVGO BROADCOM INC Technology 10,206.0 $3.2M 0.12% +614.0 +6.4% $309.51 +21.8%
75 VNQ VANGUARD INDEX FDS 34,893.0 $3.1M 0.12% -1K -3.8% $88.70 +10.5%
76 IAU ISHARES GOLD TR Financial Services 34,341.0 $3.0M 0.12% -750.0 -2.1% $88.16 -7.5%
77 UBSI UNITED BANKSHARES INC WEST V Financial Services 72,399.0 $3.0M 0.12% $41.61 +8.2%
78 RTX RTX CORPORATION Industrials 15,259.0 $2.9M 0.12% +91.0 +0.6% $192.90 -3.1%
79 KO COCA COLA CO Consumer Defensive 38,215.0 $2.9M 0.11% +2K +4.5% $76.56 +4.9%
80 HON HONEYWELL INTL INC Industrials 12,785.0 $2.9M 0.11% -558.0 -4.2% $226.03 +1.5%
Page 4 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%