Waldron Private Wealth LLC
Top Portfolio Positions
221 positions ·
$456,188,527 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
83,684 | $54,423,052 | 11.93% | |
| AAPL |
Apple Inc.
Technology
|
110,142 | $27,952,938 | 6.13% | |
| SYK |
Stryker Corp
Healthcare
|
70,095 | $23,032,516 | 5.05% | |
| FCF |
First Commonwealth Financial Corp /Pa/
Financial Services
|
1,151,629 | $20,245,637 | 4.44% | |
| MSFT |
Microsoft Corp
Technology
|
54,125 | $20,035,451 | 4.39% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
31,646 | $19,517,986 | 4.28% | |
| NVDA |
Nvidia Corp
Technology
|
63,650 | $11,100,560 | 2.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,008 | $9,779,340 | 2.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,090 | $9,205,571 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,233 | $9,004,136 | 1.97% |
Portfolio Trend
Holdings in FCF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,245,637 | 1,151,629 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $19,415,048 | 1,151,545 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,544,363 | 1,204,948 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,554,845 | 1,204,858 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,723,493 | 1,204,858 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,386,197 | 1,204,858 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $20,663,314 | 1,204,858 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,639,088 | 1,204,858 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,771,623 | 1,204,858 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,603,007 | 1,204,858 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $14,711,316 | 1,204,858 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $141,136 | 11,157 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $14,976,384 | 1,204,858 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $16,841,784 | 1,205,568 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,479,493 | 1,205,568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,178,722 | 1,205,568 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,276,410 | 1,205,568 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,256,688 | 1,196,811 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $16,312,533 | 1,196,811 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,839,130 | 1,196,811 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,198,174 | 1,196,811 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,093,112 | 1,196,811 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,006,550 | 1,292,836 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,704,682 | 1,292,836 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $12,959,021 | 1,417,836 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||