IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Waldron Private Wealth LLC

Q1 2022 Holdings

Filed 2022-05-04 | 409 holdings | $32.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Tyler Technologies Inc COM(TYL)COM902252105$2425440.0%
Goldman Sachs Future Tech Leaders Equity ETF(GTEK)COM38149W812$2437,8000.0%
HCA Healthcare Inc COM(HCA)COM40412C101$2459790.0%
Ameriprise Finl Inc COM(AMP)COM03076C106$2458190.0%
Ford MTR Co del COM(F)COM345370860$24714,6280.0%
Williams COS Inc COM(WMB)COM969457100$2477,4000.0%
Matthews Intl Corp CL A(MATW)COM577128101$2497,7110.0%
Monolithic PWR SYS Inc COM(MPWR)COM609839105$2515180.0%
Spdr DOW Jones Industrial Average ETF(DIA)COM78467X109$2517230.0%
Toro Co COM(TTC)COM891092108$2522,9550.0%
Discovery Inc COM SER C(DISCKUSD)COM25470F302$25210,1240.0%
Restaurant Brands Intl Inc COM(QSR)COM76131D103$2524,2790.0%
Microstrategy Inc CL A New(MSTR)COM594972408$2535210.0%
Coterra Energy Inc COM(CTRA)COM127097103$2549,4470.0%
Spdr Gold Shares(GLD)COM78463V107$2591,4360.0%
Ishares S&P 500 Growth ETF(IVW)COM464287309$2633,4480.0%
Dexcom Inc COM(DXCM)COM252131107$2645170.0%
Lions Gate Entmnt Corp CL A VTG(LGFEUR)COM535919401$26516,3380.0%
Huntington Bancshares Inc COM(HBAN)COM446150104$26818,1400.0%
Southern Co COM(SO)COM842587107$2683,7070.0%
Wisdomtree U.S. Total Dividend Fund(DTD)COM97717W109$2704,1840.0%
Avery Dennison Corp COM(AVY)COM053611109$2751,5860.0%
Ishares Msci Acwi EX US Index Fund(ACWX)COM464288240$2765,2830.0%
Marathon Pete Corp COM(MPC)COM56585A102$2763,2310.0%
Parker-Hannifin Corp COM(PH)COM701094104$2779780.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)COM464287606$2773,5880.0%
Colgate Palmolive Co COM(CL)COM194162103$2773,6590.0%
PPG Inds Inc COM(PPG)COM693506107$2802,1410.0%
Mckesson Corp COM(MCK)COM58155Q103$2829220.0%
Metlife Inc COM(MET)COM59156R108$2844,0530.0%
American WTR WKS Co Inc New COM(AWK)COM030420103$2851,7250.0%
General Electric Co COM New(GE)COM369604301$2863,1260.0%
Cognizant Technology Solutions CL A(CTSH)COM192446102$2883,2180.0%
Amphenol Corp New CL A(APH)COM032095101$2893,8340.0%
Expedia Group Inc COM New(EXPE)COM30212P303$2911,4900.0%
Liberty Broadband Corp COM SER A(LBRDA)COM530307107$2922,2340.0%
CSX Corp COM(CSX)COM126408103$2937,8260.0%
National Fuel Gas Co COM(NFG)COM636180101$2944,2640.0%
Invesco Nasdaq Internet ETF(PNQI)COM46137V530$2951,7500.0%
Entegris Inc COM(ENTG)COM29362U104$2962,2580.0%
Global X Cloud Computing ETF(CLOU)COM37954Y442$29713,5230.0%
Baxter Intl Inc COM(BAX)COM071813109$2993,8510.0%
Global X Fintech Thematic ETF(FINX)COM37954Y814$3009,3890.0%
L3harris Technologies Inc COM(LHX)COM502431109$3001,2080.0%
AIR Prods & Chems Inc COM(APD)COM009158106$3031,2160.0%
Devon Energy Corp New COM(DVN)COM25179M103$3045,1530.0%
Ebay Inc. COM(EBAY)COM278642103$3075,3760.0%
NVR Inc COM(NVR)COM62944T105$308690.0%
Bank New York Mellon Corp COM(BK)COM064058100$3096,2460.0%
Rogers Communications Inc CL A Conv(RCIAF)COM775109101$3115,4000.0%
PreviousPage 2 of 9Next