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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 9 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RCI ROGERS COMMUNICATIONS INC Communication Services 21,180.0 $807K 0.03% NEW $38.09 -2.5%
162 HYCROFT MINING HOLDING CORP 33,128.0 $787K 0.03% NEW $23.77
163 EMR EMERSON ELEC CO Industrials 5,904.0 $784K 0.03% NEW $132.72 +12.3%
164 TROW PRICE T ROWE GROUP INC Financial Services 7,649.0 $783K 0.03% NEW $102.38 +5.6%
165 TMP TOMPKINS FINL CORP Financial Services 10,766.0 $781K 0.03% NEW $72.52 +21.2%
166 AMAT APPLIED MATLS INC Technology 3,029.0 $778K 0.03% NEW $256.99 +130.7%
167 WDC WESTERN DIGITAL CORP Technology 4,467.0 $770K 0.03% NEW $172.27 +295.4%
168 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,784.0 $767K 0.03% NEW $65.09 -26.1%
169 VFH VANGUARD WORLD FD 5,662.0 $756K 0.03% NEW $133.47 -0.8%
170 MOAT VANECK ETF TRUST 7,230.0 $749K 0.03% NEW $103.56 -2.2%
171 SPGI S&P GLOBAL INC Financial Services 1,396.0 $730K 0.03% NEW $522.59 -20.0%
172 EFV ISHARES TR 10,176.0 $727K 0.03% NEW $71.41 +7.5%
173 AMD ADVANCED MICRO DEVICES INC Technology 3,372.0 $722K 0.03% NEW $214.16 +139.3%
174 WBD WARNER BROS DISCOVERY INC Communication Services 25,049.0 $722K 0.03% NEW $28.82 -7.7%
175 VZ VERIZON COMMUNICATIONS INC Communication Services 17,355.0 $707K 0.03% NEW $40.73 +14.7%
176 DVY ISHARES TR 4,845.0 $684K 0.03% NEW $141.14 +8.9%
177 CANADIAN PACIFIC KANSAS CITY 9,183.0 $676K 0.03% NEW $73.63
178 SM SM ENERGY CO Energy 35,503.0 $664K 0.03% NEW $18.70 +50.2%
179 GS GOLDMAN SACHS GROUP INC Financial Services 755.0 $664K 0.03% NEW $879.00 +25.0%
180 ITOT ISHARES TR 4,449.0 $662K 0.03% NEW $148.69 +9.0%
Page 9 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%