Waldron Private Wealth LLC Purchases in Q3 2025

Waldron Private Wealth LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
2.14K
New
$104.08 - $115.35 $222K - $246K
2.14K $244K
XOM
Exxon Mobil Corp

Energy
870
+ 2.98%
$105.83 - $117.22 $92.1K - $102K
30.1K $3.39M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.96K
New
$108.97 - $121.65 $214K - $239K
1.96K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
653
+ 9.67%
$121.35 - $144.54 $79.2K - $94.4K
7.4K $1.07M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.1K
New
$171.01 - $228.24 $188K - $251K
1.1K $234K
PLTR
Palantir Technologies Inc.

Technology
1.27K
New
$130.68 - $186.97 $166K - $237K
1.27K $231K
AMD
Advanced Micro Devices Inc

Technology
1.42K
New
$134.8 - $184.42 $192K - $262K
1.42K $230K
SBUX
Starbucks Corp

Consumer Cyclical
2.69K
New
$81.9 - $96.86 $220K - $260K
2.69K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
268
+ 5.16%
$215.01 - $273.02 $57.6K - $73.2K
5.47K $1.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
444
New
$412.46 - $514.1 $183K - $228K
444 $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.44K
New
$131.47 - $143.64 $190K - $207K
1.44K $204K
MPC
Marathon Petroleum Corp

Energy
1.05K
New
$158.59 - $198.69 $167K - $209K
1.05K $202K
NUE
Nucor Corp

Basic Materials
1.5K
New
$133.3 - $150.33 $199K - $225K
1.5K $202K
NEE
Nextera Energy Inc

Utilities
1.54K
+ 11.04%
$69.77 - $77.54 $107K - $119K
15.5K $1.17M
ADI
Analog Devices Inc

Technology
814
New
$220.68 - $255.63 $180K - $208K
814 $199K
CVX
Chevron Corp

Energy
18
+ 0.11%
$145.57 - $161.83 $2.62K - $2.91K
15.9K $2.47M
MA
Mastercard Inc

Financial Services
299
+ 9.55%
$550.18 - $598.96 $165K - $179K
3.43K $1.95M
FRBA
First Bank (Nj) Common Stock

Financial Services
11K
New
$14.64 - $16.99 $161K - $187K
11K $178K
SUB
Ishares Short Term National Mu

ETFs
1.6K
+ 23.96%
$106.17 - $107.3 $170K - $172K
8.28K $884K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
655
+ 2.44%
$68.24 - $73.73 $44.7K - $48.3K
27.5K $2.02M
VIS
Vanguard Industrial ETF

ETFs
302
+ 7.18%
$281.0 - $296.29 $84.9K - $89.5K
4.51K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
133
+ 5.09%
$357.4 - $423.42 $47.5K - $56.3K
2.75K $1.11M
BA
Boeing CO

Industrials
640
+ 33.44%
$209.79 - $237.38 $134K - $152K
2.55K $551K
PEP
Pepsico Inc

Consumer Defensive
437
+ 4.17%
$133.81 - $152.16 $58.5K - $66.5K
10.9K $1.53M
VV
Vanguard Large Cap ETF

ETFs
94
+ 1.79%
$285.05 - $309.14 $26.8K - $29.1K
5.36K $1.65M
AEP
American Electric Power CO Inc

Utilities
658
+ 8.92%
$103.26 - $115.0 $67.9K - $75.7K
8.03K $903K
ETN
Eaton Corp PLC

Industrials
270
+ 12.88%
$342.99 - $392.76 $92.6K - $106K
2.37K $885K
AXP
American Express CO

Financial Services
345
+ 23.52%
$294.27 - $342.31 $102K - $118K
1.81K $601K
IEMG
Ishares Inc

ETFs
2.38K
+ 13.75%
N/A
19.7K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
262
+ 27.75%
$237.77 - $353.61 $62.3K - $92.6K
1.21K $416K
BAC
Bank Of America Corp

Financial Services
527
+ 3.88%
$44.92 - $52.42 $23.7K - $27.6K
14.1K $728K
MS
Morgan Stanley

Financial Services
136
+ 4.14%
$139.09 - $161.16 $18.9K - $21.9K
3.42K $543K
PSX
Phillips 66

Energy
132
+ 4.25%
$118.37 - $139.46 $15.6K - $18.4K
3.24K $440K
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
+ 7.65%
$404.94 - $499.99 $17.8K - $22K
619 $300K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.18%
$252.31 - $269.41 $2.02K - $2.16K
4.53K $1.18M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
420
+ 25.83%
$196.15 - $217.83 $82.4K - $91.5K
2.05K $412K
ABT
Abbott Laboratories

Healthcare
556
+ 4.94%
$120.51 - $136.62 $67K - $76K
11.8K $1.58M
SPGI
S&P Global Inc.

Financial Services
199
+ 14.68%
$484.94 - $564.15 $96.5K - $112K
1.56K $756K
VZ
Verizon Communications Inc

Communication Services
704
+ 4.75%
$40.84 - $45.06 $28.8K - $31.7K
15.5K $682K
TMUS
T Mobile Us, Inc.

Communication Services
117
+ 2.08%
$226.02 - $259.01 $26.4K - $30.3K
5.74K $1.37M
NFLX
Netflix Inc

Communication Services
115
+ 15.65%
$1147.87 - $1297.18 $132K - $149K
850 $1.02M
HUBB
Hubbell Inc

Industrials
37
+ 7.4%
$410.51 - $450.93 $15.2K - $16.7K
537 $231K
PANW
Palo Alto Networks Inc

Technology
300
+ 0.88%
$167.06 - $208.19 $50.1K - $62.5K
34.4K $7M
TXN
Texas Instruments Inc

Technology
131
+ 7.63%
N/A
1.85K $359K
VFH
Vanguard Financial ETF

ETFs
17
+ 0.3%
$125.23 - $132.78 $2.13K - $2.26K
5.63K $739K
WDAY
Workday, Inc.

Technology
59
+ 1.52%
$213.69 - $247.69 $12.6K - $14.6K
3.93K $945K
TFC
Truist Financial Corp

Financial Services
15
+ 0.28%
$42.83 - $47.07 $642 - $706
5.29K $241K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.4%
$193.21 - $210.15 $966 - $1.05K
1.26K $257K
DIS
Walt Disney CO

Communication Services
391
+ 10.56%
$112.25 - $124.0 $43.9K - $48.5K
4.09K $468K
Activity Summary
Buys All Purchases 121 New Holdings 25 Increased Positions 96 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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