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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 4 of 18  ·  350 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 25,802.0 $4.8M 0.17% $184.79 -12.4%
62 AMGN AMGEN INC Healthcare 12,994.0 $4.7M 0.16% $362.12 +22.2%
63 BILS SPDR SERIES TRUST 46,581.0 $4.6M 0.16% -677.0 -1.4% $99.38 -0.1%
64 IJR ISHARES TR 30,942.0 $4.6M 0.16% -3K -9.5% $148.31 -0.3%
65 XLI SELECT SECTOR SPDR TR 22,384.0 $4.1M 0.14% -3K -10.5% $185.23 -1.8%
66 CAT CATERPILLAR INC Industrials 3,769.0 $4.0M 0.14% +192.0 +5.4% $1064.90 -23.4%
67 AVGO BROADCOM INC Technology 10,053.0 $3.8M 0.13% -153.0 -1.5% $377.75 -4.0%
68 SCZ ISHARES TR 46,015.0 $3.8M 0.13% -520.0 -1.1% $82.27 +4.7%
69 PG PROCTER & GAMBLE CO Consumer Defensive 25,030.0 $3.7M 0.13% +477.0 +1.9% $146.64 -1.5%
70 PGR PROGRESSIVE CORP Financial Services 16,731.0 $3.7M 0.13% $218.45 -0.5%
71 XLF SELECT SECTOR SPDR TR 66,390.0 $3.6M 0.12% -9K -11.6% $53.61 +7.2%
72 VDE VANGUARD WORLD FD 23,694.0 $3.6M 0.12% $150.13 +19.3%
73 VNQ VANGUARD INDEX FDS 36,494.0 $3.5M 0.12% +2K +4.6% $96.43 +2.3%
74 UBSI UNITED BANKSHARES INC WEST V Financial Services 72,399.0 $3.3M 0.12% $46.02 +3.6%
75 QQQ INVESCO QQQ TR Financial Services 4,410.0 $3.2M 0.11% +569.0 +14.8% $736.46 -2.8%
76 V VISA INC Financial Services 9,396.0 $3.2M 0.11% $343.09 +6.5%
77 KO COCA COLA CO Consumer Defensive 38,294.0 $3.1M 0.11% $81.80 +10.5%
78 VXUS VANGUARD STAR FDS 34,981.0 $3.0M 0.10% +4K +11.6% $85.49 +1.7%
79 XLE SELECT SECTOR SPDR TR 54,697.0 $2.9M 0.10% -4K -7.2% $53.11 +19.7%
80 RTX RTX CORPORATION Industrials 15,291.0 $2.9M 0.10% $189.73 +16.1%
Page 4 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%