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
CVS
Cvs Health Corp

Healthcare
341
+ 4.87%
$43.78 - $67.46 $14.9K - $23K
7.35K $329K
NOC
Northrop Grumman Corp

Industrials
17
+ 0.83%
$466.52 - $543.88 $7.93K - $9.25K
2.06K $968K
LOW
Lowes Companies Inc

Consumer Cyclical
291
+ 3.56%
$244.52 - $284.07 $71.2K - $82.7K
8.47K $2.09M
SLB
Schlumberger Limited

Energy
304
+ 0.79%
$36.83 - $45.59 $11.2K - $13.9K
39K $1.5M
NUE
Nucor Corp

Basic Materials
37
+ 0.92%
$115.78 - $167.74 $4.28K - $6.21K
4.05K $472K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
282
+ 1.0%
$58.88 - $64.8 $16.6K - $18.3K
28.5K $1.68M
GE
General Electric CO

Industrials
12
+ 0.17%
$159.95 - $194.23 $1.92K - $2.33K
7.06K $1.18M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.78%
$479.66 - $614.62 $6.24K - $7.99K
1.68K $815K
RCI
Rogers Communications Inc

Communication Services
660
+ 3.1%
$30.36 - $39.38 $20K - $26K
21.9K $674K
PG
Procter & Gamble CO

Consumer Defensive
180
+ 0.43%
$161.05 - $179.7 $29K - $32.3K
42.5K $7.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
191
+ 0.99%
$59.25 - $72.99 $11.3K - $13.9K
19.5K $1.16M
NEE
Nextera Energy Inc

Utilities
553
+ 2.35%
$69.77 - $85.43 $38.6K - $47.2K
24K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 1.48%
$44.04 - $49.49 $54.6K - $61.4K
85.1K $3.75M
VBR
Vanguard Small Cap Value ETF

ETFs
631
+ 0.37%
$197.36 - $217.3 $125K - $137K
173K $34.3M
XOM
Exxon Mobil Corp

Energy
607
+ 1.2%
$105.51 - $125.37 $64K - $76.1K
51.1K $5.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
+ 1.17%
$49.79 - $51.14 $678K - $696K
1.17M $58.9M
MSA
Msa Safety Inc

Industrials
1
+ 0.0%
$163.63 - $178.77 $164 - $179
43K $7.13M
VEA
Vanguard Ftse Developed Market

ETFs
3.53K
+ 2.52%
$47.57 - $52.44 $168K - $185K
144K $6.87M
MSFT
Microsoft Corp

Technology
616
+ 0.67%
$406.35 - $454.46 $250K - $280K
92.5K $39M
CPB
Campbell Soup CO

Consumer Defensive
3.64K
+ 2.77%
$41.42 - $48.71 $151K - $177K
135K $5.66M
IEFA
Ishares Tr

ETFs
363
+ 0.34%
$70.06 - $77.43 $25.4K - $28.1K
107K $7.54M
UNH
Unitedhealth Group Inc

Healthcare
160
+ 1.35%
$485.52 - $625.25 $77.7K - $100K
12K $6.09M
LLY
Eli Lilly & CO

Healthcare
74
+ 0.53%
$727.2 - $932.06 $53.8K - $69K
14.1K $10.9M
IXUS
Ishares Tr

ETFs
130K
+ 4.92%
$65.95 - $72.56 $8.55M - $9.41M
2.77M $183M
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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