Waldron Private Wealth LLC Purchases in Q4 2025

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
66.8K
+ 4.41%
$182.87 - $189.72 $12.2M - $12.7M
1.58M $296M
VUG
Vanguard Growth ETF

ETFs
21.4K
+ 3.75%
$470.44 - $504.26 $10.1M - $10.8M
592K $286M
IXUS
Ishares Tr

ETFs
88.7K
+ 3.33%
$81.21 - $85.27 $7.2M - $7.56M
2.75M $232M
NOW
Service Now, Inc.

Technology
14.6K
+ 401.37%
$835.79 - $946.29 $12.2M - $13.8M
18.3K $15.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
24.6K
+ 26.74%
$291.71 - $309.36 $7.17M - $7.61M
117K $34M
IGF
Ishares Global Infrastructure

ETFs
44.1K
+ 6.96%
$60.97 - $62.49 $2.69M - $2.75M
677K $42.1M
NVDA
Nvidia Corp

Technology
17.4K
+ 41.73%
$179.83 - $207.04 $3.14M - $3.61M
59.3K $11.1M
XLE
Energy Sector Spdr

ETFs
29.5K
+ 100.0%
$85.22 - $92.02 $2.51M - $2.71M
59K $5.43M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
55.2K
+ 11.32%
$50.55 - $50.74 $2.79M - $2.8M
542K $27.5M
LLY
Eli Lilly & CO

Healthcare
101
+ 1.29%
$799.57 - $1025.28 $80.8K - $104K
7.95K $8.12M
XLU
Utilities Sector Spdr

ETFs
12.8K
+ 100.0%
$87.89 - $92.9 $1.12M - $1.19M
25.6K $2.27M
CSCO
Cisco Systems, Inc.

Technology
254
+ 0.22%
$67.46 - $78.0 $17.1K - $19.8K
113K $8.81M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
17.5K
New
$49.78 - $50.16 $870K - $877K
17.5K $873K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11.4K
New
$72.21 - $75.0 $821K - $853K
11.4K $834K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 3.8%
$475.68 - $513.11 $583K - $629K
33.5K $17M
AMGN
Amgen Inc

Healthcare
49
+ 0.38%
$290.13 - $341.71 $14.2K - $16.7K
12.9K $4.41M
WDC
Western Digital Corp

Technology
4.47K
New
$113.13 - $174.22 $505K - $778K
4.47K $705K
FLEX
Flex Ltd.

Technology
10.7K
New
$56.13 - $66.1 $603K - $710K
10.7K $644K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.23K
New
N/A
7.23K $620K
XLK
Technology Sector Spdr

ETFs
2.06K
+ 111.0%
$278.39 - $304.13 $573K - $626K
3.91K $1.13M
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 137.13%
$164.01 - $264.33 $320K - $515K
3.37K $811K
DAL
Delta Air Lines, Inc.

Industrials
7.77K
New
$55.65 - $62.32 $432K - $484K
7.77K $453K
VT
Vanguard Total World Stk Index

ETFs
2.7K
+ 5.11%
$135.16 - $141.78 $365K - $383K
55.5K $7.73M
ACM
Aecom

Industrials
3.38K
New
$128.8 - $134.35 $436K - $455K
3.38K $451K
ROK
Rockwell Automation, Inc

Industrials
1.19K
New
$333.75 - $394.54 $395K - $468K
1.19K $446K
INSM
Insmed Inc

Healthcare
10
+ 0.11%
$147.28 - $194.39 $1.47K - $1.94K
8.81K $1.7M
PANW
Palo Alto Networks Inc

Technology
1.84K
+ 5.35%
$204.77 - $221.38 $377K - $408K
36.2K $7.44M
IDCC
Inter Digital, Inc.

Communication Services
1.23K
New
$337.32 - $396.54 $416K - $489K
1.23K $418K
JNJ
Johnson & Johnson

Healthcare
144
+ 0.56%
$185.98 - $199.58 $26.8K - $28.7K
25.8K $5.16M
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 0.01%
$135.71 - $142.56 $1.49K - $1.57K
199K $27.9M
BAC
Bank Of America Corp

Financial Services
6.5K
+ 46.02%
$48.65 - $54.11 $316K - $352K
20.6K $1.06M
FIW
First Trust Water ETF

ETFs
2.93K
New
$110.5 - $115.7 $323K - $339K
2.93K $323K
FTNT
Fortinet, Inc.

Technology
3.79K
New
$80.54 - $87.52 $305K - $331K
3.79K $311K
HURN
Huron Consulting Group Inc.

Industrials
1.83K
New
$145.01 - $169.61 $266K - $311K
1.83K $303K
CARG
Car Gurus, Inc.

Communication Services
8.17K
New
$33.13 - $38.21 $271K - $312K
8.17K $290K
HII
Huntington Ingalls Industries, Inc.

Industrials
917
New
$280.02 - $324.19 $257K - $297K
917 $287K
FFIV
F5, Inc.

Technology
1.2K
New
$234.0 - $343.17 $282K - $413K
1.2K $281K
CMI
Cummins Inc

Industrials
606
New
$407.98 - $484.34 $247K - $294K
606 $280K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.73K
+ 8.56%
$75.19 - $77.98 $281K - $291K
47.3K $3.61M
FCN
Fti Consulting, Inc

Industrials
1.49K
New
$151.68 - $170.07 $226K - $254K
1.49K $246K
VTI
Vanguard Total Stock Market Et

ETFs
529
+ 1.36%
$321.8 - $337.95 $170K - $179K
39.3K $13M
IWY
Ishares Tr Russell 200 Growth

ETFs
660
+ 3.07%
$268.43 - $288.26 $177K - $190K
22.2K $6.12M
VEA
Vanguard Ftse Developed Market

ETFs
524
+ 0.37%
$59.18 - $62.09 $31K - $32.5K
142K $8.74M
XLY
Select Sector Spdr Consumer Di

ETFs
1.03K
+ 100.0%
$228.75 - $242.18 $235K - $249K
2.05K $474K
TTEK
Tetra Tech Inc

Industrials
6.22K
New
$31.85 - $37.41 $198K - $233K
6.22K $225K
IAU
Ishares Gold Trust

ETFs
960
+ 2.81%
$72.65 - $82.5 $69.7K - $79.2K
35.1K $2.7M
LDOS
Leidos Holdings, Inc.

Technology
1.14K
New
$184.41 - $199.55 $210K - $227K
1.14K $217K
ATI
Allegheny Technologies Inc

Industrials
400
+ 4.21%
$80.04 - $103.0 $32K - $41.2K
9.9K $984K
SNX
Td Synnex Corp

Technology
1.41K
New
$146.3 - $164.39 $206K - $232K
1.41K $206K
Activity Summary
Buys All Purchases 118 New Holdings 29 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email