Chief Investment Officer and Partner

0001598180-20-000001.txt : 20200207 0001598180-20-000001.hdr.sgml : 20200207 20200207112315 ACCESSION NUMBER: 0001598180-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200207 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Waldron Private Wealth LLC CENTRAL INDEX KEY: 0001598180 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: 20585741 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 13F-HR LIVE false true false 0001598180 XXXXXXXX 12-31-2019 12-31-2019 Waldron Private Wealth LLC

44 ABELE ROAD SUITE 400 BRIDGEVILLE PA 15017

13F HOLDINGS REPORT 028-15725 N Benjamin Greenfeld Chief Investment Officer and Partner 412-221-8044 Benjamin M. Greenfeld Bridgeville PA 02-07-2020 2 279 1121990 false 1 Aperio 2 Snow INFORMATION TABLE 2 13F.xml 3M CO COM COM 88579Y101 709 4024 SH SOLE 1 0 0 4024 ABBOTT LABS COM COM 002824100 1425 16412 SH SOLE 1 0 0 16412 ABBVIE INC COM COM 00287Y109 2875 32475 SH SOLE 1 0 0 32475 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 1798 8541 SH SOLE 1 0 0 8541 ACTIVISION BLIZZARD INC COM COM 00507V109 248 4174 SH SOLE 1 0 0 4174 ADOBE INC COM COM 00724F101 1230 3731 SH SOLE 1 0 0 3731 AIR PRODS & CHEMS INC COM COM 009158106 219 932 SH SOLE 1 0 0 932 ALARM COM HLDGS INC COM COM 011642105 2054 47816 SH SOLE 0 0 0 47816 ALERIAN MLP ETF COM 00162Q866 715 84162 SH SOLE 0 0 0 84162 ALLIANCE DATA SYSTEMS CORP COM COM 018581108 413 3681 SH SOLE 1 0 0 3681 ALPHABET INC CAP STK CL A COM 02079K305 3615 2699 SH SOLE 1 0 0 2699 ALPHABET INC CAP STK CL C COM 02079K107 9180 6866 SH SOLE 1 0 0 6866 ALTRIA GROUP INC COM COM 02209S103 764 15060 SH SOLE 1 0 0 15060 AMAZON COM INC COM COM 023135106 8995 4868 SH SOLE 1 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