Waldron Private Wealth LLC Incresed Positions in Q3 2024

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
752
+ 3.41%
$38.89 - $45.0 $29.2K - $33.8K
22.8K $1.03M
MET
Metlife Inc

Financial Services
332
+ 4.87%
$67.96 - $82.48 $22.6K - $27.4K
7.15K $589K
PH
Parker Hannifin Corp

Industrials
22
+ 2.84%
$501.01 - $635.92 $11K - $14K
797 $503K
EBAY
Ebay Inc

Consumer Cyclical
864
+ 20.11%
$52.61 - $65.44 $45.5K - $56.5K
5.16K $335K
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.07%
$232.12 - $260.07 $696 - $780
4.2K $1.09M
USB
Us Bancorp \De\

Financial Services
492
+ 3.7%
$39.04 - $47.23 $19.2K - $23.2K
13.8K $630K
CEG
Constellation Energy Corp

Utilities
111
+ 9.77%
$167.08 - $262.86 $18.5K - $29.2K
1.25K $324K
WIT
Wipro LTD

Technology
12.7K
+ 34.28%
$5.66 - $6.89 $71.7K - $87.2K
49.6K $321K
EQT
Eqt Corp

Energy
2.91K
+ 8.52%
$30.21 - $37.21 $88K - $108K
37.1K $1.36M
NVDA
Nvidia Corp

Technology
4.55K
+ 2.08%
$98.91 - $134.91 $450K - $614K
223K $27.1M
AFL
Aflac Inc

Financial Services
41
+ 1.13%
$88.52 - $111.8 $3.63K - $4.58K
3.67K $410K
NVO
Novo Nordisk A S

Healthcare
1.28K
+ 44.84%
$119.07 - $145.42 $153K - $186K
4.14K $493K
MPWR
Monolithic Power Systems Inc

Technology
21
+ 3.36%
$757.04 - $947.16 $15.9K - $19.9K
646 $597K
DVY
Ishares Tr

ETFs
30
+ 0.53%
$119.99 - $135.74 $3.6K - $4.07K
5.64K $761K
BK
Bank Of New York Mellon Corp

Financial Services
72
+ 1.13%
$59.54 - $72.17 $4.29K - $5.2K
6.45K $463K
AEP
American Electric Power CO Inc

Utilities
279
+ 8.22%
$87.11 - $104.95 $24.3K - $29.3K
3.67K $376K
VO
Vanguard Mid Cap ETF

ETFs
51
+ 1.74%
$237.84 - $263.83 $12.1K - $13.5K
2.97K $784K
CTRA
Coterra Energy Inc.

Energy
4.04K
+ 40.42%
$22.62 - $27.37 $91.5K - $111K
14K $336K
CI
Cigna Corp

Healthcare
35
+ 0.97%
$319.12 - $367.1 $11.2K - $12.8K
3.65K $1.26M
OTIS
Otis Worldwide Corp

Industrials
349
+ 8.19%
$91.43 - $104.43 $31.9K - $36.4K
4.61K $479K
TXN
Texas Instruments Inc

Technology
347
+ 10.92%
$194.6 - $194.6 $67.5K - $67.5K
3.52K $685K
APD
Air Products & Chemicals, Inc.

Basic Materials
55
+ 4.25%
$247.34 - $300.11 $13.6K - $16.5K
1.35K $401K
UMC
United Microelectronics Corp

Technology
8.5K
+ 54.97%
$7.43 - $8.89 $63.2K - $75.6K
24K $201K
HRB
H&R Block Inc

Consumer Cyclical
22
+ 0.32%
$52.99 - $66.6 $1.17K - $1.47K
6.97K $442K
DUK
Duke Energy Corp

Utilities
139
+ 4.21%
$99.35 - $117.71 $13.8K - $16.4K
3.44K $396K
A
Agilent Technologies, Inc.

Healthcare
19
+ 0.57%
$125.42 - $148.48 $2.38K - $2.82K
3.36K $499K
ABC
Amerisourcebergen Corp

Healthcare
352
+ 31.51%
N/A
1.47K $271K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
127
+ 5.5%
$138.85 - $182.81 $17.6K - $23.2K
2.44K $431K
CVS
Cvs Health Corp

Healthcare
622
+ 9.74%
$55.81 - $63.18 $34.7K - $39.3K
7.01K $440K
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 0.25%
$206.81 - $251.55 $1.24K - $1.51K
2.42K $572K
TYL
Tyler Technologies Inc

Technology
3
+ 0.42%
$499.52 - $595.46 $1.5K - $1.79K
719 $419K
AWK
American Water Works Company, Inc.

Utilities
29
+ 0.9%
$127.76 - $149.9 $3.71K - $4.35K
3.27K $477K
CME
Cme Group Inc.

Financial Services
15
+ 0.65%
$193.43 - $220.62 $2.9K - $3.31K
2.32K $510K
VFH
Vanguard Financial ETF

ETFs
25
+ 0.45%
$99.27 - $111.21 $2.48K - $2.78K
5.58K $612K
TFC
Truist Financial Corp

Financial Services
389
+ 4.03%
$38.22 - $44.94 $14.9K - $17.5K
10K $429K
ETN
Eaton Corp PLC

Industrials
18
+ 0.72%
$272.52 - $333.02 $4.91K - $5.99K
2.53K $837K
CL
Colgate Palmolive CO

Consumer Defensive
118
+ 2.14%
$95.54 - $108.77 $11.3K - $12.8K
5.63K $584K
ICE
Intercontinental Exchange, Inc.

Financial Services
28
+ 1.55%
$136.93 - $162.81 $3.83K - $4.56K
1.83K $294K
BSX
Boston Scientific Corp

Healthcare
152
+ 3.07%
$72.96 - $84.0 $11.1K - $12.8K
5.1K $427K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
424
+ 7.89%
$50.99 - $57.81 $21.6K - $24.5K
5.8K $331K
MSFT
Microsoft Corp

Technology
3.54K
+ 4.01%
$395.15 - $467.56 $1.4M - $1.66M
91.9K $39.5M
AMD
Advanced Micro Devices Inc

Technology
141
+ 1.26%
$128.67 - $183.96 $18.1K - $25.9K
11.3K $1.86M
ENB
Enbridge Inc

Energy
349
+ 5.79%
$35.27 - $41.18 $12.3K - $14.4K
6.38K $258K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2
+ 0.09%
$98.71 - $117.61 $197 - $235
2.3K $270K
FAST
Fastenal CO

Industrials
72
+ 1.89%
$62.09 - $71.83 $4.47K - $5.17K
3.88K $276K
MOH
Molina Healthcare, Inc.

Healthcare
12
+ 1.75%
$283.98 - $360.73 $3.41K - $4.33K
696 $239K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.46K
+ 5.43%
$6.71 - $8.78 $9.8K - $12.8K
28.3K $233K
CTSH
Cognizant Technology Solutions Corp

Technology
18
+ 0.52%
$66.89 - $77.87 $1.2K - $1.4K
3.49K $269K
CTAS
Cintas Corp

Industrials
1.05K
+ 283.78%
$201.38 - $819.83 $211K - $861K
1.42K $292K
Activity Summary
Buys All Purchases 313 New Holdings 106 Increased Positions 207 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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