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
DHR
Danaher Corp

Healthcare
-1
- 0.02%
$226.16 - $274.52 $226 - $275
4.37K $1M
CB
Chubb LTD

Financial Services
-599
- 20.45%
$271.57 - $301.89 $163K - $181K
2.33K $643K
INTC
Intel Corp

Technology
-3.65K
- 9.83%
$19.07 - $26.23 $69.5K - $95.6K
33.5K $670K
XLV
Select Sector Spdr Fund Health

ETFs
-75
- 0.67%
$136.28 - $154.74 $10.2K - $11.6K
11.2K $1.53M
NVO
Novo Nordisk A S

Healthcare
-644
- 15.55%
$85.0 - $120.04 $54.7K - $77.3K
3.5K $300K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-78
- 21.31%
$701.85 - $1046.91 $54.7K - $81.7K
288 $205K
UBSI
United Bankshares Inc

Financial Services
-5.52K
- 6.62%
$35.53 - $43.29 $196K - $239K
77.9K $2.92M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.64K
- 2.05%
$278.19 - $315.36 $456K - $517K
78.5K $22.6M
MET
Metlife Inc

Financial Services
-1.96K
- 27.36%
$78.15 - $88.25 $153K - $173K
5.19K $425K
MDT
Medtronic PLC

Healthcare
-1.16K
- 19.79%
$79.61 - $92.24 $92.4K - $107K
4.71K $375K
SYF
Synchrony Financial

Financial Services
-3.92K
- 48.05%
$49.01 - $68.55 $192K - $268K
4.23K $275K
SUB
Ishares Short Term National Mu

ETFs
-1.19K
- 22.95%
$104.94 - $106.2 $124K - $126K
3.98K $419K
PSX
Phillips 66

Energy
-347
- 6.83%
$110.35 - $138.93 $38.3K - $48.2K
4.73K $539K
GIS
General Mills Inc

Consumer Defensive
-389
- 3.85%
$62.78 - $74.62 $24.4K - $29K
9.71K $619K
OTIS
Otis Worldwide Corp

Industrials
-789
- 17.11%
$92.57 - $106.01 $73K - $83.6K
3.82K $354K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-995
- 2.68%
$521.84 - $558.82 $519K - $556K
36.1K $19.4M
NKE
Nike, Inc.

Consumer Cyclical
-263
- 3.25%
$73.36 - $89.13 $19.3K - $23.4K
7.83K $592K
ASML
Asml Holding Nv

Technology
-60
- 11.19%
$658.43 - $872.27 $39.5K - $52.3K
476 $329K
CTRA
Coterra Energy Inc.

Energy
-5.28K
- 37.58%
$22.71 - $27.63 $120K - $146K
8.77K $223K
UNP
Union Pacific Corp

Industrials
-41
- 0.75%
$223.15 - $249.32 $9.15K - $10.2K
5.43K $1.24M
IQV
Iqvia Holdings Inc.

Healthcare
-56
- 2.32%
$190.97 - $236.63 $10.7K - $13.3K
2.36K $463K
NFG
National Fuel Gas CO

Energy
-1.59K
- 21.29%
$58.89 - $64.23 $93.7K - $102K
5.88K $356K
KLAC
Kla Corp

Technology
-7
- 1.11%
$614.46 - $829.55 $4.3K - $5.81K
623 $392K
HPQ
Hp Inc

Technology
-1.69K
- 15.91%
$32.46 - $39.3 $54.9K - $66.5K
8.95K $291K
ICF
Ishares Tr

ETFs
-777
- 10.05%
$58.8 - $66.61 $45.7K - $51.8K
6.96K $419K
SHEL
Shell PLC

Energy
-1.01K
- 13.68%
$60.63 - $70.23 $61K - $70.7K
6.35K $398K
UMC
United Microelectronics Corp

Technology
-6.35K
- 26.48%
$6.34 - $8.35 $40.2K - $53K
17.6K $114K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-747
- 13.94%
$124.26 - $134.12 $92.8K - $100K
4.61K $593K
MU
Micron Technology Inc

Technology
-18
- 0.49%
$84.16 - $113.41 $1.51K - $2.04K
3.64K $306K
HAL
Halliburton CO

Energy
-416
- 1.24%
$25.77 - $31.99 $10.7K - $13.3K
33.2K $902K
AWK
American Water Works Company, Inc.

Utilities
-3
- 0.09%
$123.83 - $146.07 $371 - $438
3.26K $406K
VTRS
Viatris Inc

Healthcare
-6.94K
- 37.49%
$11.32 - $13.37 $78.5K - $92.7K
11.6K $143K
XLE
Energy Sector Spdr

ETFs
-129
- 0.46%
$83.32 - $97.27 $10.7K - $12.5K
28.1K $2.41M
X
United States Steel Corp

Basic Materials
-1.74K
- 22.02%
$30.14 - $42.31 $52.5K - $73.7K
6.17K $209K
CSX
Csx Corp

Industrials
-1.31K
- 10.65%
$31.58 - $36.88 $41.4K - $48.4K
11K $355K
AEM
Agnico Eagle Mines LTD

Basic Materials
-693
- 11.29%
$75.99 - $88.85 $52.7K - $61.6K
5.45K $425K
CVX
Chevron Corp

Energy
-65
- 0.3%
$141.15 - $162.53 $9.17K - $10.6K
21.9K $3.17M
SO
Southern CO

Utilities
-155
- 2.61%
$81.5 - $94.15 $12.6K - $14.6K
5.78K $475K
SWKS
Skyworks Solutions, Inc.

Technology
-240
- 7.54%
$83.18 - $99.15 $20K - $23.8K
2.94K $260K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-91
- 2.85%
$209.89 - $233.24 $19.1K - $21.2K
3.1K $658K
PFG
Principal Financial Group Inc

Financial Services
-15
- 0.28%
$74.91 - $91.26 $1.12K - $1.37K
5.34K $413K
SM
Sm Energy CO

Energy
-5
- 0.01%
$36.59 - $46.03 $183 - $230
35.5K $1.38M
MUR
Murphy Oil Corp

Energy
-221
- 2.38%
$28.14 - $36.09 $6.22K - $7.98K
9.06K $274K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-60
- 1.3%
$64.91 - $73.47 $3.89K - $4.41K
4.57K $298K
IWR
Ishares Russell Mid Cap ETF

ETFs
-422
- 3.71%
$87.25 - $95.52 $36.8K - $40.3K
11K $967K
GD
General Dynamics Corp

Industrials
-8
- 1.04%
$260.28 - $314.03 $2.08K - $2.51K
760 $200K
MO
Altria Group, Inc.

Consumer Defensive
-929
- 6.41%
$49.06 - $57.74 $45.6K - $53.6K
13.6K $709K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-24
- 0.41%
$52.1 - $57.26 $1.25K - $1.37K
5.77K $301K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-165
- 3.48%
$89.9 - $100.66 $14.8K - $16.6K
4.58K $413K
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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