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
APD
Air Products & Chemicals, Inc.

Basic Materials
149
+ 11.04%
$285.5 - $335.62 $42.5K - $50K
1.5K $434K
ABBV
Abb Vie Inc.

Healthcare
3.93K
+ 11.67%
$164.99 - $203.87 $648K - $801K
37.6K $6.68M
XLC
Select Sector Spdr Tr Communic

ETFs
144
+ 5.64%
$89.66 - $102.16 $12.9K - $14.7K
2.7K $260K
EFG
Msci Eafe Growth ETF

ETFs
574
+ 24.37%
$96.83 - $106.88 $55.6K - $61.3K
2.93K $283K
DE
Deere & CO

Industrials
33
+ 1.37%
$389.45 - $466.0 $12.9K - $15.4K
2.44K $1.04M
USB
Us Bancorp \De\

Financial Services
20
+ 0.15%
$43.98 - $53.66 $880 - $1.07K
13.8K $659K
PCAR
Paccar Inc

Industrials
26
+ 0.54%
$97.92 - $118.41 $2.55K - $3.08K
4.88K $507K
WIT
Wipro LTD

Technology
49.2K
+ 99.26%
$3.54 - $7.24 $174K - $356K
98.8K $349K
IEMG
Ishares Inc

ETFs
476
+ 2.05%
N/A
23.7K $1.27M
OKE
Oneok Inc

Energy
3
+ 0.12%
$92.28 - $117.05 $277 - $351
2.61K $261K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
12
+ 0.98%
$229.83 - $258.46 $2.76K - $3.1K
1.24K $306K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.19%
$449.08 - $504.6 $1.35K - $1.51K
1.57K $723K
OKTA
Okta, Inc.

Technology
24
+ 0.6%
$71.81 - $86.11 $1.72K - $2.07K
4.05K $318K
KR
Kroger CO

Consumer Defensive
34
+ 0.96%
$55.21 - $63.3 $1.88K - $2.15K
3.59K $219K
LVS
Las Vegas Sands Corp

Consumer Cyclical
49
+ 0.39%
$47.96 - $55.17 $2.35K - $2.7K
12.5K $642K
FISV
Fiserv Inc

Technology
110
+ 2.28%
N/A
4.95K $619K
PWR
Quanta Services, Inc.

Industrials
2
+ 0.27%
$296.05 - $346.6 $592 - $693
753 $237K
ENB
Enbridge Inc

Energy
3
+ 0.05%
$40.4 - $43.92 $121 - $132
6.38K $270K
HDB
Hdfc Bank LTD

Financial Services
56
+ 1.2%
$59.45 - $68.01 $3.33K - $3.81K
4.71K $300K
WAT
Waters Corp

Healthcare
7
+ 1.16%
$323.11 - $392.01 $2.26K - $2.74K
610 $226K
SPGI
S&P Global Inc.

Financial Services
87
+ 4.6%
$480.36 - $529.17 $41.8K - $46K
1.98K $985K
AZN
Astrazeneca PLC

Healthcare
852
+ 22.2%
$63.2 - $79.58 $53.8K - $67.8K
4.69K $307K
MNST
Monster Beverage Corp

Consumer Defensive
29
+ 0.23%
$49.24 - $56.38 $1.43K - $1.64K
12.8K $675K
PH
Parker Hannifin Corp

Industrials
5
+ 0.63%
$621.74 - $709.46 $3.11K - $3.55K
802 $510K
ABC
Amerisourcebergen Corp

Healthcare
33
+ 2.25%
N/A
1.5K $278K
ALL
Allstate Corp

Financial Services
12
+ 1.08%
$181.25 - $208.2 $2.18K - $2.5K
1.13K $217K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
44
+ 0.8%
$84.34 - $95.14 $3.71K - $4.19K
5.52K $481K
XLP
Consumer Staples Sector Spdr

ETFs
70
+ 0.62%
N/A
11.4K $864K
NOK
Nokia Corp

Technology
810
+ 7.51%
$4.13 - $4.95 $3.35K - $4.01K
11.6K $51K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 0.71%
$138.59 - $156.61 $1.8K - $2.04K
1.85K $280K
FAST
Fastenal CO

Industrials
10
+ 0.26%
$69.99 - $84.35 $700 - $844
3.89K $279K
RSG
Republic Services, Inc.

Industrials
9
+ 0.58%
$198.0 - $218.75 $1.78K - $1.97K
1.56K $313K
CE
Celanese Corp

Basic Materials
5.01K
+ 96.83%
$67.03 - $136.68 $336K - $685K
10.2K $705K
ADSK
Autodesk, Inc.

Technology
6
+ 0.82%
N/A
742 $182K
VRT
Vertiv Holdings CO

Industrials
15
+ 0.66%
N/A
2.29K $198K
CLX
Clorox CO

Consumer Defensive
11
+ 0.83%
$156.51 - $169.74 $1.72K - $1.87K
1.34K $217K
Canadian Pacific Kansas City
10.2K
+ 93.37%
N/A
21.1K $0
Amc Entmt Hldgs Inc
38
+ 0.15%
N/A
25.2K $0
Hycroft Mining Holding Corp
68
+ 0.21%
N/A
33.1K $0
MCO
Moodys Corp

Financial Services
6
+ 0.21%
$454.04 - $500.88 $2.72K - $3.01K
2.89K $1.37M
Linde PLC
20
+ 0.67%
N/A
3.01K $0
Ge Vernova Inc
63
+ 3.47%
N/A
1.88K $0
XLI
Industrial Sector Spdr

ETFs
55
+ 2.52%
$131.76 - $143.99 $7.25K - $7.92K
2.24K $294K
ABT
Abbott Laboratories

Healthcare
156
+ 0.69%
$111.93 - $119.39 $17.5K - $18.6K
22.8K $2.58M
YUM
Yum Brands Inc

Consumer Cyclical
56
+ 2.67%
$130.36 - $139.54 $7.3K - $7.81K
2.15K $288K
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 0.4%
$118.38 - $133.06 $6.39K - $7.19K
13.6K $1.64M
CTVA
Corteva, Inc.

Basic Materials
59
+ 1.07%
$55.21 - $64.13 $3.26K - $3.78K
5.56K $316K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
415
+ 1.24%
$113.92 - $127.38 $47.3K - $52.9K
33.8K $3.9M
AVY
Avery Dennison Corp

Industrials
269
+ 14.76%
$186.26 - $220.48 $50.1K - $59.3K
2.09K $391K
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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