Waldron Private Wealth LLC Q1 2023 Filing

Filed May 2, 2023

Portfolio Value

$2.1T

Holdings

427

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (427 positions)

#StockSharesValue% PortfolioType
1
WDAYWORKDAY INC CL A
4,839$999.0M0.05%
2
AONAON PLC SHS CL A
3,160$996.0M0.05%
3
MTBM & T BK CORP COM
8,245$985.0M0.05%
4
AMDADVANCED MICRO DEVICES INC COM
9,874$967.0M0.05%
5
BACVERIZON COMMUNICATIONS INC COM
24,579$955.0M0.05%
6
AXPAMERICAN EXPRESS CO COM
5,727$944.0M0.05%
7
SCZISHARES MSCI EAFE SMALL-CAP ETF
15,826$941.0M0.05%
8
CITHE CIGNA GROUP COM
3,656$934.0M0.05%
9
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
2$931.0M0.05%
10
AZOAUTOZONE INC COM
378$929.0M0.05%
11
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
16,769$925.0M0.05%
12
CVSCVS HEALTH CORP COM
12,376$919.0M0.04%
13
NUENUCOR CORP COM
5,850$903.0M0.04%
14
LVLNSPDR S&P REGIONAL BANKING ETF
20,399$894.0M0.04%
15
GILDGILEAD SCIENCES INC COM
10,709$888.0M0.04%
16
INTUINTUIT COM
1,990$887.0M0.04%
17
PYPLPAYPAL HLDGS INC COM
11,646$884.0M0.04%
18
AMLPALERIAN MLP ETF
22,842$882.0M0.04%
19
APHAMPHENOL CORP NEW CL A
10,468$857.0M0.04%
20
VCRVANGUARD CONSUMER DISCRETIONARY ETF
3,361$848.0M0.04%
21
EMREMERSON ELEC CO COM
9,629$839.0M0.04%
22
KLACKLA CORP COM NEW
2,082$831.0M0.04%
23
GSGOLDMAN SACHS GROUP INC COM
2,516$823.0M0.04%
24
LMTLOCKHEED MARTIN CORP COM
1,728$816.0M0.04%
25
CPCANADIAN PACIFIC KANSAS CITY COM
10,556$812.0M0.04%
26
MNSTMONSTER BEVERAGE CORP NEW COM
14,848$801.0M0.04%
27
ADMARCHER DANIELS MIDLAND CO COM
9,976$794.0M0.04%
28
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
8,484$794.0M0.04%
29
DWDMORGAN STANLEY COM NEW
9,040$793.0M0.04%
30
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
6,980$767.0M0.04%
31
ADIANALOG DEVICES INC COM
3,869$763.0M0.04%
32
CDWCDW CORP COM
3,906$761.0M0.04%
33
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
18,637$758.0M0.04%
34
JCIJOHNSON CTLS INTL PLC SHS
12,507$757.0M0.04%
35
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
8,077$755.0M0.04%
36
AMATAPPLIED MATLS INC COM
6,134$753.0M0.04%
37
PXDEURPIONEER NAT RES CO COM
3,664$748.0M0.04%
38
BLKCHFBLACKROCK INC COM
1,116$747.0M0.04%
39
NDQINVESCO QQQ TRUST
2,297$737.0M0.04%
40
JNPJUNIPER NETWORKS INC COM
21,238$731.0M0.04%
41
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
4,875$729.0M0.04%
42
SPGIS&P GLOBAL INC COM
2,111$727.0M0.04%
43
SYYSYSCO CORP COM
9,245$713.0M0.03%
44
TMPTOMPKINS FINL CORP COM
10,766$712.0M0.03%
45
TXNTEXAS INSTRS INC COM
3,828$712.0M0.03%
46
LVSLAS VEGAS SANDS CORP COM
12,317$707.0M0.03%
47
DCHAMERICAN AXLE & MFG HLDGS INC COM
88,471$690.0M0.03%
48
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
12,436$688.0M0.03%
49
ICFISHARES COHEN & STEERS REIT ETF
12,354$686.0M0.03%
50
LWLAMB WESTON HLDGS INC COM
6,520$681.0M0.03%
51
PNCPNC FINL SVCS GROUP INC COM
5,266$669.0M0.03%
52
FDXFEDEX CORP COM
2,877$660.0M0.03%
53
AKXANSYS INC COM
1,972$656.0M0.03%
54
CLXCLOROX CO DEL COM
4,021$636.0M0.03%
55
SCHWSCHWAB CHARLES CORP COM
12,129$635.0M0.03%
56
ADPAUTOMATIC DATA PROCESSING INC COM
2,830$633.0M0.03%
57
GEGENERAL ELECTRIC CO COM NEW
6,531$624.0M0.03%
58
MMM3M CO COM
5,902$620.0M0.03%
59
USBUS BANCORP DEL COM NEW
16,710$610.0M0.03%
60
FISVFISERV INC COM
5,402$610.0M0.03%
61
MDTMEDTRONIC PLC SHS
7,335$596.0M0.03%
62
BMRNBIOMARIN PHARMACEUTICAL INC COM
6,106$593.0M0.03%
63
ORLYOREILLY AUTOMOTIVE INC COM
697$591.0M0.03%
64
CECELANESE CORP DEL COM
5,431$591.0M0.03%
65
BNBROOKFIELD CORP CL A LTD VT SH
18,652$587.0M0.03%
66
WFCWELLS FARGO CO NEW COM
15,614$583.0M0.03%
67
AROWARROW FINL CORP COM
23,258$579.0M0.03%
68
DLTRDOLLAR TREE INC COM
4,024$577.0M0.03%
69
MOALTRIA GROUP INC COM
12,928$576.0M0.03%
70
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
7,463$568.0M0.03%
71
KHCKRAFT HEINZ CO COM
14,467$559.0M0.03%
72
CBCHUBB LIMITED COM
2,822$550.0M0.03%
73
TRVTRAVELERS COMPANIES INC COM
3,170$543.0M0.03%
74
TSCOTRACTOR SUPPLY CO COM
2,309$542.0M0.03%
75
IYRISHARES U.S. REAL ESTATE ETF
6,296$534.0M0.03%
76
ALKALASKA AIR GROUP INC COM
12,602$528.0M0.03%
77
VFHVANGUARD FINANCIALS ETF
6,788$528.0M0.03%
78
ISRGINTUITIVE SURGICAL INC COM NEW
2,060$526.0M0.03%
79
CMECME GROUP INC COM
2,739$524.0M0.03%
80
WEXWEX INC COM
2,841$522.0M0.03%
81
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
5,668$513.0M0.02%
82
ESGUISHARES ESG AWARE MSCI USA ETF
5,595$506.0M0.02%
83
APDAIR PRODS & CHEMS INC COM
1,753$503.0M0.02%
84
SHWSHERWIN WILLIAMS CO COM
2,229$501.0M0.02%
85
IWRISHARES RUSSELL MIDCAP ETF
7,164$500.0M0.02%
86
SDYSPDR S&P DIVIDEND ETF
4,029$498.0M0.02%
87
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
4,741$496.0M0.02%
88
AWMSKYWORKS SOLUTIONS INC COM
4,212$496.0M0.02%
89
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
6,707$494.0M0.02%
90
WBDWARNER BROS DISCOVERY INC COM SER A
32,630$492.0M0.02%
91
PSXPHILLIPS 66 COM
4,838$490.0M0.02%
92
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
3,830$488.0M0.02%
93
DYHTARGET CORP COM
2,939$486.0M0.02%
94
MPCMARATHON PETE CORP COM
3,591$484.0M0.02%
95
IEZISHARES U.S. OIL EQUIPMENT & SERVICES ETF
24,925$481.0M0.02%
96
VRSKVERISK ANALYTICS INC COM
2,511$481.0M0.02%
97
MSIMOTOROLA SOLUTIONS INC COM NEW
1,679$481.0M0.02%
98
MRSHMARSH & MCLENNAN COS INC COM
2,867$477.0M0.02%
99
MURMURPHY OIL CORP COM
12,774$472.0M0.02%
100
KMBKIMBERLY-CLARK CORP COM
3,479$471.0M0.02%
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