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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.9B AUM 350 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 82 Added 94 Reduced 18 Exited
Page 11 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MO ALTRIA GROUP INC Consumer Defensive 8,602.0 $619K 0.02% $71.95 -7.2%
202 BLK BLACKROCK INC Financial Services 624.0 $600K 0.02% -11.0 -1.7% $961.56 +20.1%
203 PSX PHILLIPS 66 Energy 3,507.0 $593K 0.02% +450.0 +14.7% $169.05 +45.4%
204 SIRI SIRIUSXM HOLDINGS INC Communication Services 20,040.0 $592K 0.02% $29.54 -4.2%
205 C CITIGROUP INC Financial Services 4,225.0 $591K 0.02% $139.96 -6.1%
206 FORTINET INC 3,835.0 $589K 0.02% $153.62
207 SCHK SCHWAB STRATEGIC TR 16,000.0 $577K 0.02% NEW $36.06 +2.4%
208 SUB ISHARES TR 5,340.0 $569K 0.02% -585.0 -9.9% $106.47 -0.2%
209 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,264.0 $567K 0.02% +60.0 +1.1% $107.78 +2.9%
210 SPGI S&P GLOBAL INC Financial Services 1,383.0 $563K 0.02% $407.26 +5.8%
211 AMLP ALPS ETF TR 10,847.0 $562K 0.02% $51.85 +6.5%
212 GNL GLOBAL NET LEASE INC Real Estate 62,651.0 $560K 0.02% $8.94 +0.4%
213 SOXX ISHARES TR 857.0 $549K 0.02% -157.0 -15.5% $640.56 -19.1%
214 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,805.0 $545K 0.02% $46.19 -1.3%
215 TXN TEXAS INSTRS INC Technology 1,815.0 $541K 0.02% +235.0 +14.9% $298.07 -10.8%
216 XLC SELECT SECTOR SPDR TR 4,977.0 $533K 0.02% $107.11 +3.1%
217 NRG NRG ENERGY INC Utilities 3,586.0 $524K 0.02% $146.06 -19.2%
218 CRM SALESFORCE INC Technology 3,332.0 $523K 0.02% +184.0 +5.8% $157.06 +32.1%
219 NFLX NETFLIX INC. Communication Services 7,189.0 $513K 0.02% +587.0 +8.9% $71.40 +12.2%
220 AXP AMERICAN EXPRESS CO Financial Services 1,517.0 $513K 0.02% +10.0 +0.7% $338.25 -1.4%
Page 11 of 18  ·  350 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.3%
Technology 26.1%
Healthcare 12.0%
Communication Services 9.5%
Industrials 6.5%
Consumer Cyclical 4.4%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 0.9%
Basic Materials 0.6%