Waldron Private Wealth LLC New Holdings in Q3 2024

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
10.1K
New
$62.5 - $75.15 $631K - $759K
10.1K $745K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
38.9K
New
$11.38 - $14.48 $442K - $563K
38.9K $490K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.3K
New
$61.11 - $67.85 $324K - $359K
5.3K $359K
AES
Aes Corp

Utilities
16.2K
New
$16.18 - $20.07 $262K - $325K
16.2K $324K
PLTR
Palantir Technologies Inc.

Technology
7.89K
New
$24.09 - $37.95 $190K - $299K
7.89K $293K
FHI
Federated Hermes, Inc.

Financial Services
7.11K
New
$32.18 - $37.3 $229K - $265K
7.11K $261K
SAP
Sap Se

Technology
1.13K
New
$197.21 - $231.0 $223K - $261K
1.13K $259K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.15K
New
$194.69 - $239.18 $225K - $276K
1.15K $240K
OKE
Oneok Inc

Energy
2.6K
New
$78.62 - $95.27 $205K - $248K
2.6K $237K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.97K
New
$75.41 - $84.21 $224K - $250K
2.97K $235K
PWR
Quanta Services, Inc.

Industrials
751
New
$239.58 - $298.23 $180K - $224K
751 $223K
WAT
Waters Corp

Healthcare
603
New
$282.7 - $359.89 $170K - $217K
603 $217K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.48K
New
$36.12 - $40.59 $198K - $222K
5.48K $217K
CLX
Clorox CO

Consumer Defensive
1.33K
New
$131.73 - $166.97 $175K - $222K
1.33K $216K
RY
Royal Bank Of Canada

Financial Services
1.74K
New
$105.65 - $124.73 $184K - $217K
1.74K $216K
ARKW
Ark Next Generation Internet E

ETFs
2.54K
New
$68.06 - $85.67 $173K - $218K
2.54K $216K
VTRS
Viatris Inc

Healthcare
18.5K
New
$10.32 - $12.13 $191K - $224K
18.5K $214K
ALL
Allstate Corp

Financial Services
1.12K
New
$158.43 - $192.86 $177K - $215K
1.12K $211K
AFRM
Affirm Holdings, Inc.

Technology
5.12K
New
$24.12 - $44.98 $124K - $230K
5.12K $209K
DHI
Horton D R Inc

Consumer Cyclical
1.1K
New
$135.21 - $197.06 $148K - $216K
1.1K $209K
SNA
Snap On Inc

Industrials
715
New
$255.35 - $289.77 $183K - $207K
715 $207K
DTE
Dte Energy CO

Utilities
1.6K
New
$108.67 - $128.41 $173K - $205K
1.6K $204K
KR
Kroger CO

Consumer Defensive
3.56K
New
$50.43 - $57.3 $179K - $204K
3.56K $203K
ANET
Arista Networks, Inc.

Technology
528
New
$311.42 - $388.21 $164K - $205K
528 $202K
CBRE
Cbre Group, Inc.

Real Estate
1.63K
New
$85.97 - $124.48 $140K - $203K
1.63K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.44K
New
$127.29 - $141.5 $184K - $204K
1.44K $201K
VRT
Vertiv Holdings CO

Industrials
2.28K
New
$86.66 - $86.66 $197K - $197K
2.28K $197K
ADSK
Autodesk, Inc.

Technology
736
New
$245.83 - $245.83 $181K - $181K
736 $180K
SHOP
Shopify Inc.

Technology
2.16K
New
$52.26 - $80.75 $113K - $175K
2.16K $173K
SRE
Sempra Energy

Utilities
1.88K
New
$74.97 - $84.04 $141K - $158K
1.88K $156K
RUN
Sunrun Inc.

Technology
7.46K
New
$10.91 - $21.5 $81.4K - $160K
7.46K $134K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.86K
New
$53.53 - $71.86 $99.6K - $134K
1.86K $130K
STLD
Steel Dynamics Inc

Basic Materials
1.22K
New
N/A
1.22K $119K
SNV
Synovus Financial Corp

Financial Services
2.43K
New
$39.32 - $47.62 $95.5K - $116K
2.43K $108K
STT
State Street Corp

Financial Services
1.16K
New
$73.37 - $89.31 $84.7K - $103K
1.16K $102K
SHG
Shinhan Financial Group CO LTD

Financial Services
2.97K
New
$34.61 - $34.61 $103K - $103K
2.97K $102K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.53K
New
$33.74 - $37.96 $85.4K - $96.1K
2.53K $95K
RWR
Spdr Dow Jones Reit ETF

ETFs
836
New
$92.36 - $108.47 $77.2K - $90.7K
836 $89K
TRP
Tc Energy Corp

Energy
1.87K
New
$37.48 - $47.9 $69.9K - $89.3K
1.87K $88K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.8K
New
$27.8 - $29.26 $77.9K - $82K
2.8K $81K
SCCO
Southern Copper Corp

Basic Materials
690
New
$94.1 - $120.43 $64.9K - $83.1K
690 $79K
LUV
Southwest Airlines CO

Industrials
2.53K
New
$23.7 - $29.93 $60K - $75.8K
2.53K $75K
TTWO
Take Two Interactive Software Inc

Communication Services
470
New
$135.67 - $161.71 $63.8K - $76K
470 $72K
SPOT
Spotify Technology S.A.

Communication Services
176
New
$290.16 - $384.01 $51.1K - $67.6K
176 $64K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
430
New
$125.95 - $142.04 $54.2K - $61.1K
430 $61K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
541
New
$80.44 - $110.41 $43.5K - $59.7K
541 $59K
SWK
Stanley Black & Decker, Inc.

Industrials
538
New
$77.75 - $110.17 $41.8K - $59.3K
538 $59K
SJM
J M Smucker CO

Consumer Defensive
482
New
$109.12 - $122.4 $52.6K - $59K
482 $58K
SCI
Service Corp International

Consumer Cyclical
728
New
$69.55 - $80.63 $50.6K - $58.7K
728 $57K
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
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