Waldron Private Wealth LLC Incresed Positions in Q4 2025

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
10
+ 0.31%
$126.76 - $142.32 $1.27K - $1.42K
3.25K $462K
NUE
Nucor Corp

Basic Materials
9
+ 0.6%
$131.78 - $154.43 $1.19K - $1.39K
1.5K $222K
PYPL
Pay Pal Holdings, Inc.

Financial Services
572
+ 18.82%
$61.89 - $76.13 $35.4K - $43.5K
3.61K $223K
MDT
Medtronic PLC

Healthcare
152
+ 5.37%
$90.06 - $98.43 $13.7K - $15K
2.99K $287K
IWM
Ishares Russell 2000 ETF

ETFs
207
+ 2.97%
$236.79 - $250.33 $49K - $51.8K
7.18K $1.71M
INTC
Intel Corp

Technology
74
+ 0.55%
$34.71 - $41.53 $2.57K - $3.07K
13.5K $468K
IRBO
Ishares Robotics & Artificial

ETFs
470
+ 7.05%
N/A
7.14K $229K
TMUS
T Mobile Us, Inc.

Communication Services
693
+ 12.08%
$201.01 - $233.26 $139K - $162K
6.43K $1.39M
MCO
Moodys Corp

Financial Services
3
+ 0.15%
$468.56 - $495.08 $1.41K - $1.49K
2.05K $983K
TFC
Truist Financial Corp

Financial Services
171
+ 3.23%
$41.09 - $45.64 $7.03K - $7.8K
5.46K $244K
CARR
Carrier Global Corp

Industrials
431
+ 10.65%
$54.1 - $60.75 $23.3K - $26.2K
4.48K $242K
WFC
Wells Fargo & Company

Financial Services
28
+ 0.67%
$77.62 - $87.3 $2.17K - $2.44K
4.24K $353K
Blackrock Inc
15
+ 2.79%
N/A
553 $0
Ge Vernova Inc
6
+ 0.64%
N/A
938 $0
Fidelity Wise Origin Bitcoin
1.81K
+ 17.37%
N/A
12.2K $0
Blackrock ETF Trust
110
+ 1.65%
N/A
6.76K $0
PFE
Pfizer Inc

Healthcare
378
+ 1.16%
$24.23 - $27.37 $9.16K - $10.3K
33K $827K
VO
Vanguard Mid Cap ETF

ETFs
64
+ 1.81%
$286.27 - $296.23 $18.3K - $19K
3.6K $1.03M
LMT
Lockheed Martin Corp

Industrials
5
+ 1.14%
$452.1 - $514.24 $2.26K - $2.57K
445 $209K
WMB
Williams Companies, Inc.

Energy
21
+ 0.4%
$56.51 - $64.48 $1.19K - $1.35K
5.23K $318K
VAW
Vanguard Materials ETF

ETFs
4
+ 0.32%
$192.26 - $206.3 $769 - $825
1.26K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.18%
$237.56 - $271.47 $475 - $543
1.11K $288K
VFH
Vanguard Financial ETF

ETFs
29
+ 0.51%
$125.75 - $131.12 $3.65K - $3.8K
5.66K $723K
COF
Capital One Financial Corp

Financial Services
14
+ 0.8%
$201.01 - $225.01 $2.81K - $3.15K
1.77K $355K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.02%
$289.12 - $301.69 $289 - $302
4.51K $1.32M
ADBE
Adobe Inc.

Technology
14
+ 1.38%
$325.07 - $359.91 $4.55K - $5.04K
1.03K $333K
COP
Conocophillips

Energy
16
+ 0.25%
$85.66 - $95.46 $1.37K - $1.53K
6.45K $572K
CPB
Campbell Soup CO

Consumer Defensive
39
+ 0.03%
$29.79 - $31.99 $1.16K - $1.25K
130K $4.08M
ARKW
Ark Next Generation Internet E

ETFs
38
+ 1.5%
$154.1 - $182.2 $5.86K - $6.92K
2.58K $397K
VNQ
Vanguard Specialized Funds Van

ETFs
37
+ 0.1%
$88.13 - $92.69 $3.26K - $3.43K
36.3K $3.25M
UBER
Uber Technologies, Inc

Technology
23
+ 0.18%
$91.62 - $100.1 $2.11K - $2.3K
12.8K $1.17M
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.09%
$248.1 - $260.08 $4.47K - $4.68K
20.2K $5.04M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 1.27%
$358.03 - $397.02 $12.5K - $13.9K
2.78K $995K
T
At&T Inc.

Communication Services
832
+ 1.59%
$24.44 - $27.55 $20.3K - $22.9K
53.2K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
318
+ 1.27%
$145.5 - $153.18 $46.3K - $48.7K
25.4K $3.7M
NFLX
Netflix Inc

Communication Services
4.38K
+ 515.29%
$110.29 - $1241.35 $483K - $5.44M
5.23K $576K
MSFT
Microsoft Corp

Technology
22
+ 0.04%
$496.82 - $542.07 $10.9K - $11.9K
52.9K $26.9M
MSTR
Microstrategy Inc

Technology
420
+ 6.48%
$199.75 - $359.69 $83.9K - $151K
6.9K $1.38M
Activity Summary
Buys All Purchases 118 New Holdings 29 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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