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
T
At&T Inc.

Communication Services
-3.98K
- 4.72%
$21.22 - $23.88 $84.4K - $94.9K
80.2K $1.83M
D
Dominion Energy, Inc

Utilities
-56
- 1.33%
$52.63 - $60.92 $2.95K - $3.41K
4.16K $223K
RIG
Transocean Ltd.

Energy
-355
- 1.38%
$3.47 - $4.67 $1.23K - $1.66K
25.3K $94K
DELL
Dell Technologies Inc.

Technology
-15
- 0.55%
$111.96 - $144.21 $1.68K - $2.16K
2.7K $310K
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.2%
$516.5 - $619.58 $517 - $620
488 $252K
EOG
Eog Resources Inc

Energy
-43
- 1.48%
$118.22 - $136.54 $5.08K - $5.87K
2.86K $350K
IWM
Ishares Russell 2000 ETF

ETFs
-19
- 0.32%
$216.13 - $242.4 $4.11K - $4.61K
5.88K $1.3M
CTSH
Cognizant Technology Solutions Corp

Technology
-15
- 0.43%
$74.37 - $82.32 $1.12K - $1.23K
3.48K $267K
Vitesse Energy Inc
-3.68K
- 20.91%
N/A
13.9K $0
Fidelity Wise Origin Bitcoin
-11.1K
- 64.17%
N/A
6.18K $0
TFC
Truist Financial Corp

Financial Services
-111
- 1.11%
$41.51 - $48.1 $4.61K - $5.34K
9.93K $430K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-36
- 1.44%
$124.61 - $133.96 $4.49K - $4.82K
2.46K $317K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-55
- 3.01%
$180.39 - $205.43 $9.92K - $11.3K
1.77K $335K
ALLY
Ally Financial Inc.

Financial Services
-14
- 0.1%
$34.12 - $39.98 $478 - $560
13.9K $501K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-148
- 0.9%
$46.48 - $51.32 $6.88K - $7.6K
16.3K $783K
WDAY
Workday, Inc.

Technology
-219
- 4.45%
$233.85 - $279.91 $51.2K - $61.3K
4.7K $1.21M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-37
- 1.3%
$178.39 - $215.0 $6.6K - $7.96K
2.81K $542K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-4
- 0.35%
$193.7 - $235.05 $775 - $940
1.15K $263K
AME
Ametek Inc

Industrials
-190
- 2.52%
$165.89 - $197.38 $31.5K - $37.5K
7.35K $1.32M
SPYG
Spdr Portfolio

ETFs
-358
- 2.86%
$81.74 - $91.38 $29.3K - $32.7K
12.1K $1.07M
C
Citigroup Inc

Financial Services
-145
- 1.89%
$61.31 - $72.5 $8.89K - $10.5K
7.52K $529K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.25K
- 4.4%
$7.33 - $12.37 $9.13K - $15.4K
27.1K $287K
RBLX
Roblox Corp

Communication Services
-99
- 1.96%
$39.86 - $61.45 $3.95K - $6.08K
4.95K $286K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-165
- 0.97%
$311.11 - $335.64 $51.3K - $55.4K
16.9K $5.43M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-89
- 8.61%
$260.53 - $404.79 $23.2K - $36K
945 $361K
PLTR
Palantir Technologies Inc.

Technology
-1.31K
- 16.65%
$36.46 - $82.38 $47.9K - $108K
6.58K $497K
IVV
Ishares Core S&P 500 ETF

ETFs
-330
- 0.93%
$570.51 - $610.59 $188K - $201K
35.3K $20.8M
CRM
Salesforce, Inc.

Technology
-515
- 6.63%
$270.87 - $367.87 $139K - $189K
7.26K $2.43M
NFLX
Netflix Inc

Communication Services
-4
- 0.12%
$687.65 - $936.56 $2.75K - $3.75K
3.21K $2.86M
IWV
Ishares Russell 3000 ETF

ETFs
-144
- 0.16%
$323.08 - $349.08 $46.5K - $50.3K
91.5K $30.6M
WMT
Walmart Inc.

Consumer Defensive
-154
- 0.19%
$79.1 - $95.7 $12.2K - $14.7K
79.7K $7.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-505
- 0.57%
$567.81 - $607.81 $287K - $307K
88.8K $52.1M
GOOG
Alphabet Inc.

Communication Services
-164
- 0.19%
$163.08 - $198.16 $26.7K - $32.5K
87.7K $16.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-17
- 0.1%
$213.65 - $479.86 $3.63K - $8.16K
16.4K $6.61M
AAPL
Apple Inc.

Technology
-1.14K
- 0.57%
$221.69 - $259.02 $254K - $296K
201K $50.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.35K
- 0.26%
$95.27 - $107.82 $128K - $145K
509K $52.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.53K
- 0.93%
$370.24 - $418.94 $2.05M - $2.31M
591K $237M
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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