Waldron Private Wealth LLC Purchases in Q4 2024

Waldron Private Wealth LLC

  • $2.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HRB
H&R Block Inc

Consumer Cyclical
6.94K
+ 99.57%
$52.14 - $63.36 $362K - $439K
13.9K $734K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
220
+ 34.27%
$1146.59 - $1270.6 $252K - $280K
862 $1.02M
UPS
United Parcel Service Inc

Industrials
2.4K
+ 74.03%
$122.65 - $138.35 $295K - $332K
5.65K $712K
BDX
Becton Dickinson & CO

Healthcare
1.16K
+ 92.66%
$220.02 - $243.75 $255K - $283K
2.41K $547K
CRWD
Crowd Strike Holdings, Inc.

Technology
716
New
$275.15 - $388.2 $197K - $278K
716 $244K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.09K
New
$92.95 - $129.87 $194K - $271K
2.09K $238K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
300K
+ 200.0%
$22.01 - $66.82 $6.6M - $20M
450K $10.2M
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 0.44%
$280.04 - $302.45 $36.4K - $39.3K
29.5K $8.54M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.24K
New
$146.47 - $191.01 $181K - $237K
1.24K $230K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
+ 100.74%
$119.22 - $140.71 $196K - $231K
3.27K $429K
MATW
Matthews International Corp

Industrials
7.71K
New
$21.36 - $31.54 $165K - $243K
7.71K $213K
WFC
Wells Fargo & Company

Financial Services
254
+ 1.82%
$54.98 - $77.35 $14K - $19.6K
14.2K $1M
CDW
Cdw Corp

Technology
1.71K
+ 103.02%
$171.49 - $225.64 $293K - $385K
3.37K $585K
GLW
Corning Inc

Technology
4.4K
New
$44.11 - $49.76 $194K - $219K
4.4K $209K
TM
Toyota Motor Corp

Consumer Cyclical
1.07K
New
$169.2 - $199.52 $181K - $214K
1.07K $208K
COIN
Coinbase Global, Inc.

Technology
155
+ 6.45%
$163.17 - $343.62 $25.3K - $53.3K
2.56K $634K
WTM
White Mountains Insurance Group LTD

Financial Services
105
New
$1755.01 - $2015.0 $184K - $212K
105 $204K
VGT
Vanguard Information Technolog

ETFs
68
+ 1.51%
$571.78 - $647.97 $38.9K - $44.1K
4.58K $2.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.37K
+ 10.58%
$96.64 - $101.23 $326K - $342K
35.3K $3.42M
MS
Morgan Stanley

Financial Services
210
+ 2.82%
$104.42 - $134.99 $21.9K - $28.3K
7.67K $964K
MAR
Marriott International Inc

Consumer Cyclical
525
+ 46.63%
$246.06 - $292.59 $129K - $154K
1.65K $460K
SONY
Sony Group Corp

Technology
78.9K
+ 399.42%
$17.53 - $96.8 $1.38M - $7.64M
98.7K $2.09M
DIS
Walt Disney CO

Communication Services
270
+ 2.79%
$92.39 - $117.6 $24.9K - $31.8K
9.93K $1.11M
VT
Vanguard Total World Stk Index

ETFs
2.26K
+ 5.61%
$117.09 - $123.07 $264K - $278K
42.5K $4.99M
MCK
Mckesson Corp

Healthcare
95
+ 7.12%
$482.27 - $628.5 $45.8K - $59.7K
1.43K $814K
AXP
American Express CO

Financial Services
16
+ 0.28%
$267.35 - $305.57 $4.28K - $4.89K
5.68K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 3.24%
$481.22 - $538.17 $56.3K - $63K
3.72K $1.9M
TMUS
T Mobile Us, Inc.

Communication Services
29
+ 0.33%
$206.1 - $246.94 $5.98K - $7.16K
8.84K $1.95M
EMR
Emerson Electric CO

Industrials
122
+ 1.51%
$108.13 - $134.33 $13.2K - $16.4K
8.22K $1.02M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 0.33%
$173.13 - $258.09 $1.39K - $2.06K
2.44K $563K
SCHW
Schwab Charles Corp

Financial Services
88
+ 0.67%
$63.31 - $82.85 $5.57K - $7.29K
13.2K $975K
AFRM
Affirm Holdings, Inc.

Technology
357
+ 6.97%
$38.48 - $72.86 $13.7K - $26K
5.48K $333K
MRVL
Marvell Technology, Inc.

Technology
103
+ 3.6%
$70.31 - $124.78 $7.24K - $12.9K
2.96K $327K
VB
Vanguard Small Cap ETF

ETFs
224
+ 1.08%
$233.76 - $261.58 $52.4K - $58.6K
21K $5.04M
GILD
Gilead Sciences, Inc.

Healthcare
327
+ 3.3%
$83.95 - $97.9 $27.5K - $32K
10.2K $944K
AZO
Autozone Inc

Consumer Cyclical
28
+ 8.38%
$2981.19 - $3370.27 $83.5K - $94.4K
362 $1.16M
TJX
Tjx Companies Inc

Consumer Cyclical
491
+ 3.76%
$112.15 - $127.2 $55.1K - $62.5K
13.5K $1.64M
COP
Conocophillips

Energy
2.53K
+ 9.84%
$95.12 - $114.72 $240K - $290K
28.2K $2.8M
CL
Colgate Palmolive CO

Consumer Defensive
1.79K
+ 31.71%
$90.22 - $102.31 $161K - $183K
7.42K $674K
WMB
Williams Companies, Inc.

Energy
13
+ 0.13%
$46.37 - $59.74 $603 - $777
9.92K $536K
ABNB
Airbnb, Inc.

Consumer Cyclical
60
+ 0.37%
$125.36 - $147.37 $7.52K - $8.84K
16.1K $2.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
81
+ 0.81%
$77.25 - $91.3 $6.26K - $7.4K
10K $857K
DFS
Discover Financial Services

Financial Services
21
+ 0.93%
$136.3 - $182.67 $2.86K - $3.84K
2.28K $395K
AON
Aon PLC

Financial Services
81
+ 2.39%
$344.14 - $393.31 $27.9K - $31.9K
3.47K $1.25M
VFH
Vanguard Financial ETF

ETFs
221
+ 3.96%
$108.87 - $126.2 $24.1K - $27.9K
5.8K $684K
ADP
Automatic Data Processing Inc

Industrials
92
+ 3.3%
$280.08 - $307.97 $25.8K - $28.3K
2.88K $844K
TXN
Texas Instruments Inc

Technology
363
+ 10.3%
N/A
3.89K $756K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13K
+ 244.78%
$22.4 - $68.28 $290K - $885K
18.3K $423K
ETN
Eaton Corp PLC

Industrials
178
+ 7.04%
$326.96 - $377.52 $58.2K - $67.2K
2.71K $898K
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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