Partner and Chief Investment Officer

0001598180-24-000001.txt : 20240130 0001598180-24-000001.hdr.sgml : 20240130 20240130085721 ACCESSION NUMBER: 0001598180-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Waldron Private Wealth LLC CENTRAL INDEX KEY: 0001598180 ORGANIZATION NAME: IRS NUMBER: 263953661 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15725 FILM NUMBER: 24576006 BUSINESS ADDRESS: STREET 1: 44 ABELE ROAD STREET 2: SUITE 400 CITY: BRIDGEVILLE STATE: PA ZIP: 15017 BUSINESS PHONE: 412-221-1005 MAIL ADDRESS: STREET 1: 44 ABELE ROAD STREET 2: SUITE 400 CITY: BRIDGEVILLE STATE: PA ZIP: 15017 FORMER COMPANY: FORMER CONFORMED NAME: Waldron, LP DATE OF NAME CHANGE: 20140124 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001598180 XXXXXXXX 12-31-2023 12-31-2023 Waldron Private Wealth LLC

44 ABELE ROAD SUITE 400 BRIDGEVILLE PA 15017

13F HOLDINGS REPORT 028-15725 N Benjamin Greenfeld Partner and Chief Investment Officer 412-221-8044 Benjamin Greenfeld Bridgeville PA 01-30-2024 3 420 2102766 false 1 Aperio 2 Geode 3 Berkshire INFORMATION TABLE 2 13F.xml 3M CO COM COM 88579Y101 561 5133 SH SOLE 1, 2 0 0 5133 ABBOTT LABS COM COM 002824100 2496 22681 SH SOLE 1, 2 0 0 22681 ABBVIE INC COM COM 00287Y109 4906 31661 SH SOLE 1, 2, 3 0 0 31661 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 2695 7682 SH SOLE 1, 2 0 0 7682 ADOBE INC COM COM 00724F101 3110 5214 SH SOLE 1, 2 0 0 5214 ADVANCED MICRO DEVICES INC COM COM 007903107 1537 10428 SH SOLE 1, 2 0 0 10428 AFFIRM HLDGS INC COM CL A COM 00827B106 265 5403 SH SOLE 1, 2 0 0 5403 AFLAC INC COM COM 001055102 318 3858 SH SOLE 1 0 0 3858 AGILENT TECHNOLOGIES INC COM COM 00846U101 489 3518 SH SOLE 1, 2 0 0 3518 AGNICO EAGLE MINES LTD COM COM 008474108 400 7293 SH SOLE 1 0 0 7293 AIR PRODS & CHEMS INC COM COM 009158106 422 1542 SH SOLE 1, 2 0 0 1542 AIRBNB INC COM CL A COM 009066101 2201 16171 SH SOLE 1, 2 0 0 16171 ALERIAN MLP ETF COM 00162Q452 718 16901 SH SOLE 0 0 0 16901 ALPHABET INC CAP STK CL A COM 02079K305 11373 81418 SH SOLE 1, 2 0 0 81418 ALPHABET INC CAP STK CL C COM 02079K107 12364 87734 SH SOLE 1, 2, 3 0 0 87734 ALTRIA GROUP INC COM COM 02209S103 461 11170 SH SOLE 1 0 0 11170 AMAZON COM INC COM COM 023135106 15692 103279 SH SOLE 1, 2 0 0 103279 AMERICAN ELEC PWR CO INC COM COM 025537101 276 3408 SH SOLE 1, 2 0 0 3408 AMERICAN EXPRESS CO COM COM 025816109 852 4548 SH SOLE 1, 2 0 0 4548 AMERICAN WTR WKS CO INC NEW COM COM 030420103 408 3096 SH SOLE 1, 2 0 0 3096 AMERIPRISE FINL INC COM COM 03076C106 303 799 SH SOLE 1, 2 0 0 799 AMETEK INC COM COM 031100100 1407 8536 SH SOLE 1, 2 0 0 8536 AMGEN INC COM COM 031162100 5008 17388 SH SOLE 1, 2, 3 0 0 17388 AMMO INC COM COM 00175J107 52 25000 SH SOLE 0 0 0 25000 AMPHENOL CORP NEW CL A COM 032095101 1074 10820 SH SOLE 1, 2 0 0 10820 ANALOG DEVICES INC COM COM 032654105 547 2756 SH SOLE 1, 2 0 0 2756 ANSYS INC COM COM 03662Q105 725 1998 SH SOLE 1, 2 0 0 1998 AON PLC SHS CL A COM G0403H108 865 2975 SH SOLE 1, 2 0 0 2975 APPLE INC COM COM 037833100 43049 223597 SH SOLE 1, 2, 3 0 0 223597 APPLIED MATLS INC COM COM 038222105 1222 7544 SH SOLE 1, 2 0 0 7544 ARROW FINL CORP COM COM 042744102 669 23955 SH SOLE 0 0 0 23955 ASML HOLDING N V N Y REGISTRY SHS COM N07059210 320 423 SH SOLE 1 0 0 423 ASTRAZENECA PLC SPONSORED ADR COM 046353108 215 3199 SH SOLE 1, 2 0 0 3199 AT&T INC COM COM 00206R102 1307 77939 SH SOLE 1, 2 0 0 77939 ATI INC COM COM 01741R102 1359 29894 SH SOLE 1, 2 0 0 29894 AUTOMATIC DATA PROCESSING INC COM COM 053015103 617 2634 SH SOLE 1, 2, 3 0 0 2634 AUTOZONE INC COM COM 053332102 793 307 SH SOLE 1, 2 0 0 307 AVERY DENNISON CORP COM COM 053611109 350 1736 SH SOLE 1, 2 0 0 1736 BANCO BRADESCO S A SP ADR PFD NEW COM 059460303 47 13609 SH SOLE 1 0 0 13609 BANCO SANTANDER S.A. 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