Waldron Private Wealth LLC Reduced Holdings in Q4 2025

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
-18
- 17.14%
$4804.01 - $5424.55 $86.5K - $97.6K
87 $417K
NOC
Northrop Grumman Corp

Industrials
-111
- 6.21%
$558.0 - $637.95 $61.9K - $70.8K
1.68K $944K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-544
- 12.58%
$280.66 - $305.09 $153K - $166K
3.78K $1.07M
AXP
American Express CO

Financial Services
-419
- 23.12%
$316.26 - $372.77 $133K - $156K
1.39K $475K
WM
Waste Management Inc

Industrials
-134
- 1.62%
$196.77 - $219.98 $26.4K - $29.5K
8.13K $1.7M
GS
Goldman Sachs Group Inc

Financial Services
-132
- 14.88%
$744.6 - $838.97 $98.3K - $111K
755 $585K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-420
- 20.53%
$176.58 - $207.02 $74.2K - $86.9K
1.63K $294K
NSC
Norfolk Southern Corp

Industrials
-200
- 5.72%
$279.53 - $300.15 $55.9K - $60K
3.3K $936K
TJX
Tjx Companies Inc

Consumer Cyclical
-850
- 11.48%
$138.56 - $147.63 $118K - $125K
6.55K $957K
NVO
Novo Nordisk A S

Healthcare
-1.18K
- 16.43%
$45.68 - $59.65 $53.7K - $70.1K
5.98K $289K
ITW
Illinois Tool Works Inc

Industrials
-78
- 1.72%
$242.03 - $260.73 $18.9K - $20.3K
4.45K $1.09M
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.66K
- 1.42%
$44.14 - $46.54 $73.1K - $77.1K
115K $5.25M
APH
Amphenol Corp

Technology
-1.13K
- 20.02%
$121.7 - $143.85 $137K - $162K
4.5K $601K
BA
Boeing CO

Industrials
-160
- 6.26%
$191.81 - $225.32 $30.7K - $36.1K
2.39K $459K
ABT
Abbott Laboratories

Healthcare
-356
- 3.01%
$123.62 - $134.59 $44K - $47.9K
11.5K $1.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.74K
- 2.88%
$52.54 - $55.77 $144K - $153K
92.4K $5.07M
TXN
Texas Instruments Inc

Technology
-441
- 23.86%
N/A
1.41K $273K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-337
- 23.63%
$227.0 - $244.79 $76.5K - $82.5K
1.09K $248K
C
Citigroup Inc

Financial Services
-703
- 14.54%
$93.93 - $102.87 $66K - $72.3K
4.13K $405K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.34K
- 5.68%
$92.24 - $96.56 $123K - $129K
22.2K $2.12M
COST
Costco Wholesale Corp

Consumer Defensive
-71
- 5.17%
$910.94 - $954.99 $64.7K - $67.8K
1.3K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
-268
- 3.53%
$293.81 - $310.11 $78.7K - $83.1K
7.33K $2.23M
SPGI
S&P Global Inc.

Financial Services
-159
- 10.23%
$472.05 - $502.96 $75.1K - $80K
1.4K $682K
AVGO
Broadcom Inc.

Technology
-584
- 5.74%
$324.63 - $385.98 $190K - $225K
9.59K $3.29M
DIS
Walt Disney CO

Communication Services
-323
- 7.89%
$105.69 - $116.65 $34.1K - $37.7K
3.77K $398K
CRM
Salesforce, Inc.

Technology
-281
- 7.76%
$235.69 - $263.41 $66.2K - $74K
3.34K $792K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2.3K
- 18.7%
$22.7 - $23.59 $52.2K - $54.3K
10K $227K
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.6K
- 0.66%
$118.2 - $126.51 $425K - $455K
538K $65.3M
WDAY
Workday, Inc.

Technology
-57
- 1.45%
$223.49 - $245.67 $12.7K - $14K
3.87K $893K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.48K
- 19.71%
$33.25 - $34.94 $49.3K - $51.8K
6.04K $209K
IWR
Ishares Russell Mid Cap ETF

ETFs
-206
- 1.91%
$94.02 - $97.61 $19.4K - $20.1K
10.6K $1M
OMFL
Invesco Exchange Traded Self I

ETFs
-491
- 5.02%
$59.09 - $61.05 $29K - $30K
9.3K $554K
PEP
Pepsico Inc

Consumer Defensive
-769
- 7.04%
$138.84 - $153.71 $107K - $118K
10.2K $1.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-83
- 9.46%
$454.87 - $482.76 $37.8K - $40.1K
794 $374K
QCOM
Qualcomm Inc

Technology
-215
- 0.84%
$153.59 - $187.68 $33K - $40.4K
25.5K $4.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-940
- 4.87%
$25.85 - $27.19 $24.3K - $25.6K
18.4K $487K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-399
- 7.43%
$63.98 - $67.45 $25.5K - $26.9K
4.97K $330K
AON
Aon PLC

Financial Services
-24
- 1.73%
$326.07 - $366.93 $7.83K - $8.81K
1.37K $478K
ECL
Ecolab Inc.

Basic Materials
-9
- 1.16%
$253.06 - $281.35 $2.28K - $2.53K
768 $198K
HUBB
Hubbell Inc

Industrials
-32
- 5.96%
$408.46 - $472.57 $13.1K - $15.1K
505 $218K
SOXX
Ishares Semiconductor ETF

ETFs
-99
- 9.14%
$271.99 - $309.6 $26.9K - $30.7K
984 $283K
IEMG
Ishares Inc

ETFs
-68
- 0.35%
N/A
19.6K $1.05M
Linde PLC
-258
- 16.53%
N/A
1.3K $0
ALB
Albemarle Corp

Basic Materials
-707
- 28.43%
$84.47 - $115.14 $59.7K - $81.4K
1.78K $204K
EPD
Enterprise Products Partners L.P.

Energy
-150
- 1.36%
$30.19 - $32.26 $4.53K - $4.84K
10.9K $351K
BMY
Bristol Myers Squibb CO

Healthcare
-148
- 1.24%
$42.6 - $49.08 $6.3K - $7.26K
11.8K $552K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-39
- 6.3%
$524.58 - $588.02 $20.5K - $22.9K
580 $328K
XOM
Exxon Mobil Corp

Energy
-988
- 3.28%
$110.64 - $119.78 $109K - $118K
29.1K $3.43M
ISRG
Intuitive Surgical Inc

Healthcare
-47
- 7.68%
$429.59 - $576.2 $20.2K - $27.1K
565 $308K
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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