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 |
|---|---|---|---|---|
| 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% |
Holdings in MSA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,029,330 | 30,676 | Shares | Sole | 2026-04-10 | |
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