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
GM
General Motors CO

Consumer Cyclical
53
+ 0.78%
$44.82 - $60.2 $2.38K - $3.19K
6.89K $367K
SAN
Banco Santander, S.A.

Financial Services
14.6K
+ 101.69%
$4.49 - $5.05 $65.4K - $73.6K
28.9K $131K
IBM
International Business Machines Corp

Technology
286
+ 3.51%
$204.9 - $238.04 $58.6K - $68.1K
8.44K $1.86M
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.76%
$473.15 - $574.01 $2.84K - $3.44K
794 $422K
APH
Amphenol Corp

Technology
72
+ 0.67%
$62.07 - $75.35 $4.47K - $5.43K
10.7K $746K
DAL
Delta Air Lines, Inc.

Industrials
54
+ 1.12%
$47.46 - $65.77 $2.56K - $3.55K
4.87K $294K
VO
Vanguard Mid Cap ETF

ETFs
177
+ 5.95%
$261.5 - $284.63 $46.3K - $50.4K
3.15K $832K
GLD
Spdr Gold Trust

ETFs
186
+ 7.21%
$236.59 - $257.5 $44K - $47.9K
2.77K $669K
CME
Cme Group Inc.

Financial Services
47
+ 2.03%
$221.17 - $246.02 $10.4K - $11.6K
2.36K $548K
INTU
Intuit Inc

Technology
36
+ 1.9%
$602.01 - $706.25 $21.7K - $25.4K
1.93K $1.21M
SNA
Snap On Inc

Industrials
2
+ 0.28%
$285.44 - $371.35 $571 - $743
717 $243K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.06%
$260.27 - $280.65 $781 - $842
5.4K $1.46M
RDY
Dr Reddys Laboratories LTD

Healthcare
14.1K
+ 475.96%
$13.99 - $79.75 $198K - $1.13M
17.1K $270K
APD
Air Products & Chemicals, Inc.

Basic Materials
149
+ 11.04%
$285.5 - $335.62 $42.5K - $50K
1.5K $434K
ABBV
Abb Vie Inc.

Healthcare
3.93K
+ 11.67%
$164.99 - $203.87 $648K - $801K
37.6K $6.68M
EFG
Msci Eafe Growth ETF

ETFs
574
+ 24.37%
$96.83 - $106.88 $55.6K - $61.3K
2.93K $283K
DE
Deere & CO

Industrials
33
+ 1.37%
$389.45 - $466.0 $12.9K - $15.4K
2.44K $1.04M
XLC
Select Sector Spdr Tr Communic

ETFs
144
+ 5.64%
$89.66 - $102.16 $12.9K - $14.7K
2.7K $260K
PCAR
Paccar Inc

Industrials
26
+ 0.54%
$97.92 - $118.41 $2.55K - $3.08K
4.88K $507K
USB
Us Bancorp \De\

Financial Services
20
+ 0.15%
$43.98 - $53.66 $880 - $1.07K
13.8K $659K
WIT
Wipro LTD

Technology
49.2K
+ 99.26%
$3.54 - $7.24 $174K - $356K
98.8K $349K
IEMG
Ishares Inc

ETFs
476
+ 2.05%
N/A
23.7K $1.27M
OKE
Oneok Inc

Energy
3
+ 0.12%
$92.28 - $117.05 $277 - $351
2.61K $261K
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.26%
$225.97 - $266.66 $1.81K - $2.13K
3.11K $748K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
12
+ 0.98%
$229.83 - $258.46 $2.76K - $3.1K
1.24K $306K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.19%
$449.08 - $504.6 $1.35K - $1.51K
1.57K $723K
OKTA
Okta, Inc.

Technology
24
+ 0.6%
$71.81 - $86.11 $1.72K - $2.07K
4.05K $318K
KR
Kroger CO

Consumer Defensive
34
+ 0.96%
$55.21 - $63.3 $1.88K - $2.15K
3.59K $219K
LVS
Las Vegas Sands Corp

Consumer Cyclical
49
+ 0.39%
$47.96 - $55.17 $2.35K - $2.7K
12.5K $642K
PWR
Quanta Services, Inc.

Industrials
2
+ 0.27%
$296.05 - $346.6 $592 - $693
753 $237K
FISV
Fiserv Inc

Technology
110
+ 2.28%
N/A
4.95K $619K
ENB
Enbridge Inc

Energy
3
+ 0.05%
$40.4 - $43.92 $121 - $132
6.38K $270K
HDB
Hdfc Bank LTD

Financial Services
56
+ 1.2%
$59.45 - $68.01 $3.33K - $3.81K
4.71K $300K
SPGI
S&P Global Inc.

Financial Services
87
+ 4.6%
$480.36 - $529.17 $41.8K - $46K
1.98K $985K
WAT
Waters Corp

Healthcare
7
+ 1.16%
$323.11 - $392.01 $2.26K - $2.74K
610 $226K
AZN
Astrazeneca PLC

Healthcare
852
+ 22.2%
$63.2 - $79.58 $53.8K - $67.8K
4.69K $307K
ABC
Amerisourcebergen Corp

Healthcare
33
+ 2.25%
N/A
1.5K $278K
MNST
Monster Beverage Corp

Consumer Defensive
29
+ 0.23%
$49.24 - $56.38 $1.43K - $1.64K
12.8K $675K
PH
Parker Hannifin Corp

Industrials
5
+ 0.63%
$621.74 - $709.46 $3.11K - $3.55K
802 $510K
ALL
Allstate Corp

Financial Services
12
+ 1.08%
$181.25 - $208.2 $2.18K - $2.5K
1.13K $217K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
44
+ 0.8%
$84.34 - $95.14 $3.71K - $4.19K
5.52K $481K
XLP
Consumer Staples Sector Spdr

ETFs
70
+ 0.62%
N/A
11.4K $864K
NOK
Nokia Corp

Technology
810
+ 7.51%
$4.13 - $4.95 $3.35K - $4.01K
11.6K $51K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 0.71%
$138.59 - $156.61 $1.8K - $2.04K
1.85K $280K
FAST
Fastenal CO

Industrials
10
+ 0.26%
$69.99 - $84.35 $700 - $844
3.89K $279K
CE
Celanese Corp

Basic Materials
5.01K
+ 96.83%
$67.03 - $136.68 $336K - $685K
10.2K $705K
ADSK
Autodesk, Inc.

Technology
6
+ 0.82%
N/A
742 $182K
RSG
Republic Services, Inc.

Industrials
9
+ 0.58%
$198.0 - $218.75 $1.78K - $1.97K
1.56K $313K
VRT
Vertiv Holdings CO

Industrials
15
+ 0.66%
N/A
2.29K $198K
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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