Waldron Private Wealth LLC Sells in Q4 2024

Waldron Private Wealth LLC

  • $2.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-71.6K
- 49.71%
$345.14 - $392.15 $24.7M - $28.1M
72.5K $26.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-71.9K
- 45.88%
$99.0 - $99.5 $7.12M - $7.15M
84.8K $8.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.7K
- 0.67%
$183.23 - $199.79 $1.05M - $1.14M
851K $158M
NVDA
Nvidia Corp

Technology
-50.2K
- 22.51%
$117.0 - $148.88 $5.87M - $7.47M
173K $23.2M
TRGP
Targa Resources Corp.

Energy
-23K
- 64.78%
$150.58 - $207.69 $3.46M - $4.77M
12.5K $2.23M
SUN
Sunoco LP

Energy
-49K
- 40.83%
$50.8 - $56.82 $2.49M - $2.78M
71K $3.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10K
- 50.54%
$172.07 - $207.36 $1.72M - $2.08M
9.8K $1.94M
REET
Ishares Global Reit ETF

ETFs
-4.71K
- 0.94%
$23.43 - $26.54 $110K - $125K
499K $12M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.26K
- 2.47%
$126.68 - $134.74 $1.17M - $1.25M
366K $46.7M
ATI
Allegheny Technologies Inc

Industrials
-17.3K
- 57.9%
$52.71 - $65.96 $913K - $1.14M
12.6K $693K
AMGN
Amgen Inc

Healthcare
-333
- 1.92%
$258.78 - $328.31 $86.2K - $109K
17K $4.43M
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.49K
- 1.79%
$42.41 - $47.31 $148K - $165K
191K $8.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.81K
- 4.87%
$563.99 - $620.12 $1.02M - $1.12M
35.3K $20.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
-6.11K
- 3.69%
$80.87 - $87.69 $494K - $536K
159K $13M
JNJ
Johnson & Johnson

Healthcare
-760
- 1.87%
$143.34 - $165.86 $109K - $126K
39.8K $5.76M
QCOM
Qualcomm Inc

Technology
-1.6K
- 4.61%
$150.4 - $178.04 $240K - $284K
33K $5.07M
HD
Home Depot, Inc.

Consumer Cyclical
-1.48K
- 13.3%
$385.02 - $431.37 $569K - $638K
9.64K $3.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13K
- 42.67%
$50.37 - $50.6 $655K - $658K
17.5K $880K
ZTS
Zoetis Inc.

Healthcare
-31
- 0.15%
$162.24 - $194.42 $5.03K - $6.03K
20K $3.26M
SYY
Sysco Corp

Consumer Defensive
-7.87K
- 50.36%
$73.63 - $81.77 $579K - $644K
7.76K $593K
KO
Coca Cola CO

Consumer Defensive
-297
- 0.49%
$61.74 - $71.71 $18.3K - $21.3K
60.4K $3.76M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.21K
- 32.1%
$75.1 - $82.99 $391K - $433K
11K $833K
MRK
Merck & Co., Inc.

Healthcare
-720
- 2.3%
$96.31 - $114.76 $69.3K - $82.6K
30.5K $3.04M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.4K
- 3.06%
$87.85 - $98.6 $123K - $138K
44.5K $3.96M
AMD
Advanced Micro Devices Inc

Technology
-115
- 1.01%
$118.88 - $172.8 $13.7K - $19.9K
11.2K $1.36M
OMFL
Invesco Exchange Traded Self I

ETFs
-33K
- 3.17%
$52.49 - $56.58 $1.73M - $1.87M
1.01M $54.7M
ADBE
Adobe Inc.

Technology
-167
- 3.06%
$437.39 - $552.96 $73K - $92.3K
5.28K $2.35M
XLK
Technology Sector Spdr

ETFs
-2.15K
- 53.7%
$220.26 - $241.44 $474K - $519K
1.85K $431K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-4.7K
- 65.51%
$99.11 - $111.9 $466K - $526K
2.47K $264K
TGT
Target Corp

Consumer Defensive
-2.4K
- 53.72%
$121.59 - $160.69 $292K - $386K
2.07K $279K
ACWI
Ishares Msci Acwi ETF

ETFs
-27
- 0.01%
$117.05 - $123.03 $3.16K - $3.32K
199K $23.4M
SNPS
Synopsys Inc

Technology
-767
- 49.68%
$485.36 - $588.0 $372K - $451K
777 $377K
AMAT
Applied Materials Inc

Technology
-479
- 5.92%
$161.44 - $213.89 $77.3K - $102K
7.61K $1.24M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-197
- 3.88%
$396.64 - $516.74 $78.1K - $102K
4.89K $1.97M
PEP
Pepsico Inc

Consumer Defensive
-417
- 2.29%
$151.29 - $176.1 $63.1K - $73.4K
17.8K $2.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-80
- 2.41%
$501.29 - $612.85 $40.1K - $49K
3.24K $1.69M
STE
Steris PLC

Healthcare
-1.2K
- 51.07%
$204.34 - $235.7 $245K - $282K
1.15K $235K
CMCSA
Comcast Corp

Communication Services
-138
- 0.19%
$37.39 - $45.14 $5.16K - $6.23K
73.5K $2.76M
PFE
Pfizer Inc

Healthcare
-5.56K
- 8.92%
$24.8 - $30.19 $138K - $168K
56.8K $1.51M
CI
Cigna Corp

Healthcare
-121
- 3.31%
$265.59 - $358.58 $32.1K - $43.4K
3.53K $974K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.59K
- 2.25%
$61.68 - $67.87 $283K - $312K
199K $12.4M
UBER
Uber Technologies, Inc

Technology
-249
- 1.38%
$59.93 - $86.34 $14.9K - $21.5K
17.8K $1.07M
ELV
Elevance Health, Inc.

Healthcare
-291
- 25.46%
$365.96 - $514.62 $106K - $150K
852 $314K
XLF
Financial Sector Spdr

ETFs
-6.79K
- 36.87%
$44.89 - $51.34 $305K - $349K
11.6K $561K
MPWR
Monolithic Power Systems Inc

Technology
-34
- 5.26%
$560.06 - $942.58 $19K - $32K
612 $362K
HCA
Hca Healthcare, Inc.

Healthcare
-159
- 9.46%
$297.52 - $415.61 $47.3K - $66.1K
1.52K $456K
RTX
Raytheon Technologies Corp

Industrials
-876
- 3.91%
$114.45 - $127.21 $100K - $111K
21.6K $2.49M
UL
Unilever PLC

Consumer Defensive
-565
- 2.5%
$56.7 - $64.64 $32K - $36.5K
22K $1.25M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-920
- 3.77%
$39.22 - $47.52 $36.1K - $43.7K
23.5K $928K
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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