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
EBAY
Ebay Inc

Consumer Cyclical
46
+ 0.89%
$57.51 - $67.17 $2.65K - $3.09K
5.21K $322K
DUK
Duke Energy Corp

Utilities
111
+ 3.23%
$105.76 - $120.76 $11.7K - $13.4K
3.55K $382K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.1%
$211.27 - $239.8 $211 - $240
1.05K $226K
OPEN
Opendoor Technologies Inc.

Real Estate
734
+ 1.68%
$1.6 - $2.34 $1.17K - $1.72K
44.4K $71K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
229
+ 1.29%
$51.09 - $55.27 $11.7K - $12.7K
17.9K $916K
IR
Ingersoll Rand Inc.

Industrials
7
+ 0.28%
$90.46 - $105.35 $633 - $737
2.51K $226K
TTC
Toro CO

Industrials
3
+ 0.1%
$80.1 - $88.44 $240 - $265
2.93K $234K
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 0.66%
$148.29 - $166.93 $1.78K - $2K
1.84K $274K
ROP
Roper Technologies Inc

Industrials
5
+ 0.78%
$519.85 - $575.95 $2.6K - $2.88K
646 $335K
EFV
Msci Eafe Value ETF

ETFs
58
+ 1.19%
$51.78 - $57.15 $3K - $3.31K
4.92K $257K
VZ
Verizon Communications Inc

Communication Services
2.18K
+ 9.57%
$39.6 - $45.21 $86.5K - $98.7K
25K $1M
TDG
Trans Digm Group Inc

Industrials
2
+ 1.09%
$1239.0 - $1442.53 $2.48K - $2.89K
186 $235K
AFL
Aflac Inc

Financial Services
39
+ 1.06%
$100.37 - $115.27 $3.91K - $4.5K
3.71K $383K
MOH
Molina Healthcare, Inc.

Healthcare
33
+ 4.74%
$274.73 - $341.91 $9.07K - $11.3K
729 $212K
CTAS
Cintas Corp

Industrials
9
+ 0.63%
$182.7 - $226.47 $1.64K - $2.04K
1.43K $261K
ITW
Illinois Tool Works Inc

Industrials
149
+ 1.77%
$253.56 - $278.5 $37.8K - $41.5K
8.55K $2.17M
MMM
3 M CO

Industrials
16
+ 0.32%
$124.74 - $137.12 $2K - $2.19K
5.07K $654K
TT
Trane Technologies PLC

Industrials
7
+ 0.35%
$369.35 - $419.14 $2.59K - $2.93K
2.03K $749K
ENTG
Entegris Inc

Technology
23
+ 0.76%
$97.67 - $112.92 $2.25K - $2.6K
3.06K $303K
MCD
Mcdonalds Corp

Consumer Cyclical
466
+ 3.88%
$288.47 - $316.54 $134K - $148K
12.5K $3.62M
CEG
Constellation Energy Corp

Utilities
11
+ 0.88%
$224.28 - $285.52 $2.47K - $3.14K
1.26K $282K
A
Agilent Technologies, Inc.

Healthcare
29
+ 0.86%
$125.69 - $146.56 $3.65K - $4.25K
3.39K $455K
ADI
Analog Devices Inc

Technology
2
+ 0.07%
$206.35 - $236.48 $413 - $473
2.76K $585K
ORCL
Oracle Corp

Technology
330
+ 1.19%
$165.41 - $192.43 $54.6K - $63.5K
28K $4.67M
ECL
Ecolab Inc.

Basic Materials
13
+ 0.5%
$234.32 - $261.43 $3.05K - $3.4K
2.63K $617K
WM
Waste Management Inc

Industrials
94
+ 0.74%
$201.79 - $228.46 $19K - $21.5K
12.8K $2.59M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
90
+ 0.84%
$70.1 - $76.53 $6.31K - $6.89K
10.8K $761K
TSCO
Tractor Supply CO

Consumer Cyclical
9.15K
+ 400.0%
$52.59 - $303.74 $481K - $2.78M
11.4K $606K
NSC
Norfolk Southern Corp

Industrials
34
+ 0.65%
$230.6 - $277.0 $7.84K - $9.42K
5.27K $1.24M
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.25%
$338.75 - $399.71 $1.69K - $2K
2.01K $683K
MPC
Marathon Petroleum Corp

Energy
95
+ 2.32%
$131.65 - $174.84 $12.5K - $16.6K
4.18K $583K
CVS
Cvs Health Corp

Healthcare
341
+ 4.87%
$43.78 - $67.46 $14.9K - $23K
7.35K $329K
NOC
Northrop Grumman Corp

Industrials
17
+ 0.83%
$466.52 - $543.88 $7.93K - $9.25K
2.06K $968K
LOW
Lowes Companies Inc

Consumer Cyclical
291
+ 3.56%
$244.52 - $284.07 $71.2K - $82.7K
8.47K $2.09M
SLB
Schlumberger Limited

Energy
304
+ 0.79%
$36.83 - $45.59 $11.2K - $13.9K
39K $1.5M
NUE
Nucor Corp

Basic Materials
37
+ 0.92%
$115.78 - $167.74 $4.28K - $6.21K
4.05K $472K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
282
+ 1.0%
$58.88 - $64.8 $16.6K - $18.3K
28.5K $1.68M
GE
General Electric CO

Industrials
12
+ 0.17%
$159.95 - $194.23 $1.92K - $2.33K
7.06K $1.18M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.78%
$479.66 - $614.62 $6.24K - $7.99K
1.68K $815K
RCI
Rogers Communications Inc

Communication Services
660
+ 3.1%
$30.36 - $39.38 $20K - $26K
21.9K $674K
PG
Procter & Gamble CO

Consumer Defensive
180
+ 0.43%
$161.05 - $179.7 $29K - $32.3K
42.5K $7.13M
PGR
Progressive Corp

Financial Services
270
+ 1.28%
$239.6 - $268.88 $64.7K - $72.6K
21.4K $5.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
191
+ 0.99%
$59.25 - $72.99 $11.3K - $13.9K
19.5K $1.16M
NEE
Nextera Energy Inc

Utilities
553
+ 2.35%
$69.77 - $85.43 $38.6K - $47.2K
24K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 1.48%
$44.04 - $49.49 $54.6K - $61.4K
85.1K $3.75M
VBR
Vanguard Small Cap Value ETF

ETFs
631
+ 0.37%
$197.36 - $217.3 $125K - $137K
173K $34.3M
XOM
Exxon Mobil Corp

Energy
607
+ 1.2%
$105.51 - $125.37 $64K - $76.1K
51.1K $5.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
+ 1.17%
$49.79 - $51.14 $678K - $696K
1.17M $58.9M
MSA
Msa Safety Inc

Industrials
1
+ 0.0%
$163.63 - $178.77 $164 - $179
43K $7.13M
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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