Waldron Private Wealth LLC Incresed Positions in Q4 2024

Waldron Private Wealth LLC

  • $2.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
29.8K
+ 6.35%
$378.79 - $428.11 $11.3M - $12.8M
500K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45.5K
+ 99.68%
$442.29 - $483.08 $20.1M - $22M
91.2K $41.4M
IGF
Ishares Global Infrastructure

ETFs
376K
+ 68.25%
$51.2 - $55.7 $19.2M - $20.9M
926K $48.4M
BX
Blackstone Inc.

Financial Services
50.5K
+ 98.99%
$148.45 - $199.05 $7.5M - $10.1M
102K $17.5M
VTV
Vanguard Value ETF

ETFs
92.9K
+ 7.6%
$168.32 - $181.87 $15.6M - $16.9M
1.32M $223M
AVGO
Broadcom Inc.

Technology
24.6K
+ 104.14%
$159.67 - $250.0 $3.93M - $6.15M
48.2K $11.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
64.5K
+ 386.5%
$60.13 - $67.31 $3.88M - $4.34M
81.1K $4.93M
AMZN
Amazon Com Inc

Consumer Cyclical
534
+ 0.58%
$180.88 - $232.93 $96.6K - $124K
93.3K $20.5M
BAC
Bank Of America Corp

Financial Services
54.6K
+ 96.55%
$39.22 - $47.77 $2.14M - $2.61M
111K $4.88M
BKNG
Booking Holdings Inc.

Consumer Cyclical
415
+ 103.49%
$4100.99 - $5300.34 $1.7M - $2.2M
816 $4.05M
CBFV
Cb Financial Services, Inc.

Financial Services
60.3K
+ 100.0%
$27.18 - $33.7 $1.64M - $2.03M
121K $3.45M
JPM
Jpmorgan Chase & CO

Financial Services
1.72K
+ 3.74%
$205.18 - $250.29 $354K - $431K
47.8K $11.5M
CAT
Caterpillar Inc

Industrials
4.97K
+ 102.82%
$360.37 - $416.88 $1.79M - $2.07M
9.79K $3.55M
MSTR
Microstrategy Inc

Technology
3.9K
+ 115.25%
$162.69 - $473.83 $634K - $1.85M
7.28K $2.11M
VBK
Vanguard Small Cap Growth ETF

ETFs
849
+ 0.89%
$264.18 - $304.19 $224K - $258K
96.5K $27M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 100.0%
$664750.0 - $724132.5 $1.33M - $1.45M
4 $2.72M
BMY
Bristol Myers Squibb CO

Healthcare
15.8K
+ 123.9%
$51.92 - $59.94 $819K - $945K
28.5K $1.61M
BA
Boeing CO

Industrials
4.44K
+ 81.81%
$138.14 - $180.72 $614K - $803K
9.87K $1.75M
TROW
Price T Rowe Group Inc

Financial Services
7.91K
+ 385.52%
$106.48 - $124.69 $842K - $986K
9.96K $1.13M
CSCO
Cisco Systems, Inc.

Technology
1.26K
+ 0.93%
$52.45 - $60.02 $66.1K - $75.7K
136K $8.06M
V
Visa Inc.

Financial Services
186
+ 0.97%
$273.87 - $320.91 $50.9K - $59.7K
19.4K $6.12M
CVNA
Carvana Co.

Consumer Cyclical
3.09K
+ 100.26%
$175.8 - $260.8 $544K - $807K
6.18K $1.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.2K
+ 247.24%
$55.73 - $66.16 $624K - $741K
15.7K $948K
COST
Costco Wholesale Corp

Consumer Defensive
643
+ 21.2%
$873.59 - $994.69 $562K - $640K
3.68K $3.37M
NOW
Service Now, Inc.

Technology
23
+ 0.6%
$867.18 - $1148.42 $19.9K - $26.4K
3.84K $4.07M
AEP
American Electric Power CO Inc

Utilities
7.19K
+ 195.78%
$90.91 - $102.21 $654K - $735K
10.9K $1M
GS
Goldman Sachs Group Inc

Financial Services
605
+ 22.22%
$486.1 - $608.57 $294K - $368K
3.33K $1.91M
BK
Bank Of New York Mellon Corp

Financial Services
6.49K
+ 100.62%
$70.82 - $81.87 $460K - $531K
12.9K $994K
MUB
Ishares National Muni Bond ETF

ETFs
11.6K
+ 3.38%
$105.78 - $108.7 $1.23M - $1.26M
355K $37.8M
META
Meta Platforms, Inc.

Communication Services
66
+ 0.24%
$554.08 - $632.68 $36.6K - $41.8K
27K $15.9M
BSX
Boston Scientific Corp

Healthcare
5.14K
+ 100.82%
$83.62 - $91.5 $430K - $470K
10.2K $914K
ACN
Accenture PLC

Technology
1.38K
+ 19.59%
$343.9 - $376.86 $474K - $519K
8.41K $2.96M
CARR
Carrier Global Corp

Industrials
7.85K
+ 90.5%
$66.69 - $82.65 $524K - $649K
16.5K $1.13M
PANW
Palo Alto Networks Inc

Technology
18.2K
+ 100.56%
$181.96 - $405.9 $3.3M - $7.37M
36.2K $6.59M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.82K
+ 0.9%
$76.21 - $82.24 $139K - $150K
205K $16M
CCL
Carnival Corp

Consumer Cyclical
12.9K
+ 100.73%
$17.34 - $26.8 $223K - $345K
25.7K $639K
ISRG
Intuitive Surgical Inc

Healthcare
617
+ 25.21%
$471.27 - $550.62 $291K - $340K
3.06K $1.6M
HON
Honeywell International Inc

Industrials
345
+ 2.11%
$202.84 - $236.0 $70K - $81.4K
16.7K $3.77M
MA
Mastercard Inc

Financial Services
262
+ 3.49%
$491.3 - $536.15 $129K - $140K
7.77K $4.09M
EQT
Eqt Corp

Energy
251
+ 0.68%
$35.62 - $46.89 $8.94K - $11.8K
37.3K $1.72M
CDNS
Cadence Design Systems Inc

Technology
1.08K
+ 121.01%
$249.1 - $324.54 $270K - $351K
1.98K $594K
FHI
Federated Hermes, Inc.

Financial Services
7.53K
+ 105.89%
$36.01 - $43.31 $271K - $326K
14.6K $601K
ALB
Albemarle Corp

Basic Materials
4.05K
+ 172.09%
$86.08 - $111.3 $349K - $451K
6.41K $551K
HRB
H&R Block Inc

Consumer Cyclical
6.94K
+ 99.57%
$52.14 - $63.36 $362K - $439K
13.9K $734K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
220
+ 34.27%
$1146.59 - $1270.6 $252K - $280K
862 $1.02M
UPS
United Parcel Service Inc

Industrials
2.4K
+ 74.03%
$122.65 - $138.35 $295K - $332K
5.65K $712K
BDX
Becton Dickinson & CO

Healthcare
1.16K
+ 92.66%
$220.02 - $243.75 $255K - $283K
2.41K $547K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
300K
+ 200.0%
$22.01 - $66.82 $6.6M - $20M
450K $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 0.44%
$280.04 - $302.45 $36.4K - $39.3K
29.5K $8.54M
Activity Summary
Buys All Purchases 225 New Holdings 18 Increased Positions 207 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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