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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 8 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WDC WESTERN DIGITAL CORP Technology 3,911.0 $1.1M 0.04% -556.0 -12.4% $270.49 +163.3%
142 SPYV SPDR SERIES TRUST 17,922.0 $1.0M 0.04% $56.58 +7.4%
143 VO VANGUARD INDEX FDS 3,510.0 $1.0M 0.04% -87.0 -2.4% $287.21 -72.3%
144 VCR VANGUARD WORLD FD 2,803.0 $1.0M 0.04% NEW $359.03 +7.9%
145 IWR ISHARES TR 10,058.0 $978K 0.04% -544.0 -5.1% $97.23 +10.6%
146 PFE PFIZER INC Healthcare 34,534.0 $970K 0.04% +2K +4.6% $28.08 -7.7%
147 UBER UBER TECHNOLOGIES INC Technology 13,181.0 $948K 0.04% +395.0 +3.1% $71.93 -1.4%
148 NSC NORFOLK SOUTHN CORP Industrials 3,256.0 $934K 0.04% -41.0 -1.2% $287.00 +4.7%
149 HD HOME DEPOT INC Consumer Cyclical 2,839.0 $934K 0.04% +58.0 +2.1% $328.89 -0.4%
150 GE GE AEROSPACE Industrials 3,285.0 $932K 0.04% +392.0 +13.6% $283.77 +25.8%
151 VZ VERIZON COMMUNICATIONS INC Communication Services 18,525.0 $930K 0.04% +1K +6.7% $50.20 -8.7%
152 BAC BANK AMERICA CORP Financial Services 18,823.0 $918K 0.04% -2K -8.7% $48.75 +16.0%
153 XLP SELECT SECTOR SPDR TR 11,059.0 $907K 0.04% $81.98 +2.1%
154 MCO MOODYS CORP Financial Services 2,069.0 $903K 0.04% +17.0 +0.8% $436.25 +4.6%
155 NFG NATIONAL FUEL GAS CO Energy 9,552.0 $897K 0.04% NEW $93.96 -19.2%
156 AMT AMERICAN TOWER CORP Real Estate 5,154.0 $889K 0.04% +246.0 +5.0% $172.57 +4.9%
157 EMR EMERSON ELEC CO Industrials 6,766.0 $886K 0.04% +862.0 +14.6% $131.02 +13.7%
158 GEV GE VERNOVA INC Utilities 998.0 $871K 0.03% +60.0 +6.4% $872.90 +20.2%
159 COP CONOCOPHILLIPS Energy 6,549.0 $864K 0.03% +101.0 +1.6% $131.98 -15.7%
160 UNILEVER PLC 15,147.0 $863K 0.03% -630.0 -4.0% $56.97
Page 8 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%