Waldron Private Wealth LLC Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$2.0T

Holdings

379

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (379 positions)

#StockSharesValue% PortfolioType
101
NOWSERVICENOW INC COM
3,714$2.1B0.10%
102
ABNBAIRBNB INC COM CL A
15,946$2.0B0.10%
103
RTXRTX CORPORATION COM
19,026$1.9B0.09%
104
VRTXVERTEX PHARMACEUTICALS INC COM
5,092$1.8B0.09%
105
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
23,843$1.8B0.09%
106
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
43,168$1.7B0.09%
107
AQLTISHARES SELECT DIVIDEND ETF
15,220$1.7B0.09%
108
SONYSONY GROUP CORP SPONSORED ADR
19,066$1.7B0.09%
109
TMOTHERMO FISHER SCIENTIFIC INC COM
3,278$1.7B0.09%
110
CRMSALESFORCE INC COM
7,932$1.7B0.08%
111
AVGOBROADCOM INC COM
1,865$1.6B0.08%
112
LOWLOWES COS INC COM
6,999$1.6B0.08%
113
IVEISHARES S&P 500 VALUE ETF
9,672$1.6B0.08%
114
ATVIEURACTIVISION BLIZZARD INC COM
18,114$1.5B0.08%
115
MDLZMONDELEZ INTL INC CL A
20,724$1.5B0.08%
116
VOVANGUARD MID-CAP ETF
6,846$1.5B0.08%
117
INTCINTEL CORP COM
44,603$1.5B0.07%
118
SBUXSTARBUCKS CORP COM
14,890$1.5B0.07%
119
COSTCOSTCO WHSL CORP NEW COM
2,668$1.4B0.07%
120
ZBHZIMMER BIOMET HOLDINGS INC COM
9,497$1.4B0.07%
121
NEENEXTERA ENERGY INC COM
18,444$1.4B0.07%
122
AMEAMETEK INC COM
8,446$1.4B0.07%
123
NFLXNETFLIX INC COM
3,038$1.3B0.07%
124
TRGPTARGA RES CORP COM
17,527$1.3B0.07%
125
ATDATI INC COM
29,892$1.3B0.07%
126
BACBANK AMERICA CORP COM
45,999$1.3B0.07%
127
4I1PHILIP MORRIS INTL INC COM
13,219$1.3B0.07%
128
HALHALLIBURTON CO COM
38,898$1.3B0.06%
129
CBFVCB FINL SVCS INC COM
60,306$1.2B0.06%
130
VVVANGUARD LARGE-CAP ETF
5,989$1.2B0.06%
131
MCOMOODYS CORP COM
3,479$1.2B0.06%
132
LINLINDE PLC SHS
3,144$1.2B0.06%
133
NKENIKE INC CL B
10,789$1.2B0.06%
134
DISDISNEY WALT CO COM
13,297$1.2B0.06%
135
TJXTJX COS INC NEW COM
13,796$1.2B0.06%
136
NSCNORFOLK SOUTHN CORP COM
5,149$1.2B0.06%
137
IWXISHARES RUSSELL TOP 200 VALUE ETF
17,308$1.2B0.06%
138
IBMINTERNATIONAL BUSINESS MACHS COM
8,618$1.2B0.06%
139
UNPUNION PAC CORP COM
5,563$1.1B0.06%
140
SMSM ENERGY CO COM
35,768$1.1B0.06%
141
CATCATERPILLAR INC COM
4,524$1.1B0.06%
142
ULUNILEVER PLC SPON ADR NEW
21,196$1.1B0.06%
143
TMUST-MOBILE US INC COM
7,933$1.1B0.05%
144
XLFFINANCIAL SELECT SECTOR SPDR FUND
32,474$1.1B0.05%
145
BKNGBOOKING HOLDINGS INC COM
405$1.1B0.05%
146
CITHE CIGNA GROUP COM
3,886$1.1B0.05%
147
AMDADVANCED MICRO DEVICES INC COM
9,461$1.1B0.05%
148
MTBM & T BK CORP COM
8,617$1.1B0.05%
149
AONAON PLC SHS CL A
3,067$1.1B0.05%
150
WDAYWORKDAY INC CL A
4,670$1.1B0.05%
151
DHRDANAHER CORPORATION COM
4,380$1.1B0.05%
152
DEDEERE & CO COM
2,486$1.0B0.05%
153
NOCNORTHROP GRUMMAN CORP COM
2,179$993.0M0.05%
154
RCI/BROGERS COMMUNICATIONS INC CL B
21,375$983.0M0.05%
155
EFAISHARES MSCI EAFE ETF
13,500$978.0M0.05%
156
BABOEING CO COM
4,507$951.0M0.05%
157
BMYBRISTOL-MYERS SQUIBB CO COM
14,814$947.0M0.05%
158
SCZISHARES MSCI EAFE SMALL-CAP ETF
15,826$933.0M0.05%
159
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
5,283$932.0M0.05%
160
APHAMPHENOL CORP NEW CL A
10,725$913.0M0.05%
161
BEBLOOM ENERGY CORP COM CL A
55,870$913.0M0.05%
162
AMATAPPLIED MATLS INC COM
6,128$885.0M0.04%
163
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
15,515$870.0M0.04%
164
AXPAMERICAN EXPRESS CO COM
4,975$866.0M0.04%
165
INTUINTUIT COM
1,892$866.0M0.04%
166
BACVERIZON COMMUNICATIONS INC COM
23,236$864.0M0.04%
167
TAT&T INC COM
53,703$856.0M0.04%
168
MNSTMONSTER BEVERAGE CORP NEW COM
14,766$848.0M0.04%
169
AZOAUTOZONE INC COM
338$842.0M0.04%
170
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,894$838.0M0.04%
171
LVLNSPDR S&P REGIONAL BANKING ETF
20,395$832.0M0.04%
172
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
4,872$827.0M0.04%
173
ISRGINTUITIVE SURGICAL INC COM NEW
2,410$824.0M0.04%
174
CPCANADIAN PACIFIC KANSAS CITY COM
9,961$805.0M0.04%
175
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
18,637$805.0M0.04%
176
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
6,980$802.0M0.04%
177
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
8,384$797.0M0.04%
178
GILDGILEAD SCIENCES INC COM
10,326$795.0M0.04%
179
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
7,326$786.0M0.04%
180
SPGIS&P GLOBAL INC COM
1,903$762.0M0.04%
181
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
12,436$758.0M0.04%
182
UPSUNITED PARCEL SERVICE INC CL B
4,168$747.0M0.04%
183
PXDEURPIONEER NAT RES CO COM
3,579$741.0M0.04%
184
LWLAMB WESTON HLDGS INC COM
6,401$735.0M0.04%
185
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
7,235$733.0M0.04%
186
EMREMERSON ELEC CO COM
7,962$719.0M0.04%
187
LVSLAS VEGAS SANDS CORP COM
12,313$714.0M0.04%
188
CVSCVS HEALTH CORP COM
10,324$713.0M0.04%
189
GSGOLDMAN SACHS GROUP INC COM
2,211$713.0M0.04%
190
GEGENERAL ELECTRIC CO COM NEW
6,379$700.0M0.03%
191
FDXFEDEX CORP COM
2,805$698.0M0.03%
192
SYYSYSCO CORP COM
9,370$695.0M0.03%
193
LMTLOCKHEED MARTIN CORP COM
1,501$691.0M0.03%
194
CDWCDW CORP COM
3,764$690.0M0.03%
195
ICFISHARES COHEN & STEERS REIT ETF
12,354$686.0M0.03%
196
AMLPALERIAN MLP ETF
17,270$677.0M0.03%
197
ELVELEVANCE HEALTH INC COM
1,501$666.0M0.03%
198
ADIANALOG DEVICES INC COM
3,391$660.0M0.03%
199
AKXANSYS INC COM
1,974$651.0M0.03%
200
SCHWSCHWAB CHARLES CORP COM
11,279$639.0M0.03%
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