Chief Investment Officer and Partner

0001598180-21-000004.txt : 20211102 0001598180-21-000004.hdr.sgml : 20211102 20211102150820 ACCESSION NUMBER: 0001598180-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211102 DATE AS OF CHANGE: 20211102 EFFECTIVENESS DATE: 20211102 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: 211370679 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 false false 0001598180 XXXXXXXX 09-30-2021 09-30-2021 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 Greenfeld Bridgeville PA 11-02-2021 3 366 1718351 false 1 Aperio 2 Geode 3 Berkshire INFORMATION TABLE 2 13F.xml 3M CO COM COM 88579Y101 1328 7574 SH SOLE 1, 2 0 0 7574 ABBOTT LABS COM COM 002824100 2419 20484 SH SOLE 1, 2 0 0 20484 ABBVIE INC COM COM 00287Y109 3007 27884 SH SOLE 1, 2, 3 0 0 27884 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 2630 8223 SH SOLE 1, 2 0 0 8223 ACTIVISION BLIZZARD INC COM COM 00507V109 330 4272 SH SOLE 1, 2 0 0 4272 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2754 4785 SH SOLE 1, 2 0 0 4785 ADVANCED MICRO DEVICES INC COM COM 007903107 536 5211 SH SOLE 1, 2 0 0 5211 AGILENT TECHNOLOGIES INC COM COM 00846U101 413 2622 SH SOLE 1, 2 0 0 2622 AIR PRODS & CHEMS INC COM COM 009158106 321 1256 SH SOLE 1, 2 0 0 1256 AIRBNB INC COM CL A COM 009066101 3312 19749 SH SOLE 0 0 0 19749 ALERIAN MLP ETF COM 00162Q452 1073 32217 SH SOLE 0 0 0 32217 ALLIANCE DATA SYSTEMS CORP COM COM 018581108 491 4870 SH SOLE 1, 2 0 0 4870 ALPHABET INC CAP STK CL A COM 02079K305 8512 3184 SH SOLE 1, 2 0 0 3184 ALPHABET INC CAP STK CL C COM 02079K107 12556 4711 SH SOLE 1, 2, 3 0 0 4711 ALTRIA GROUP INC COM COM 02209S103 497 10716 SH SOLE 1, 2 0 0 10716 AMAZON COM INC COM COM 023135106 19660 5985 SH SOLE 1, 2 0 0 5985 AMERICAN EXPRESS CO COM COM 025816109 792 4730 SH SOLE 1, 2 0 0 4730 AMERICAN WTR WKS CO INC NEW COM COM 030420103 280 1662 SH SOLE 1, 2 0 0 1662 AMERIPRISE FINL INC COM COM 03076C106 207 785 SH SOLE 1, 2 0 0 785 AMETEK INC COM COM 031100100 1165 9400 SH SOLE 1 0 0 9400 AMGEN INC COM COM 031162100 3749 17633 SH SOLE 1, 2, 3 0 0 17633 AMPHENOL CORP NEW CL A COM 032095101 277 3788 SH SOLE 1, 2 0 0 3788 ANALOG DEVICES INC COM COM 032654105 405 2422 SH SOLE 1, 2 0 0 2422 ANSYS INC COM COM 03662Q105 351 1033 SH SOLE 0 0 0 1033 ANTHEM INC COM COM 036752103 270 725 SH SOLE 1, 2 0 0 725 AON PLC SHS CL A COM G0403H108 741 2596 SH SOLE 1, 2 0 0 2596 APPLE INC COM COM 037833100 33316 235451 SH SOLE 1, 2, 3 0 0 235451 APPLIED MATLS INC COM COM 038222105 225 1748 SH SOLE 1, 2 0 0 1748 APTIV PLC SHS COM G6095L109 246 1656 SH SOLE 1, 2 0 0 1656 ARCHAEA ENERGY INC COM CL A COM 03940F103 189 10000 SH SOLE 0 0 0 10000 ARCHER DANIELS MIDLAND CO COM COM 039483102 568 9471 SH SOLE 1, 2 0 0 9471 ARK FINTECH INNOVATION ETF COM 00214Q708 223 4535 SH SOLE 0 0 0 4535 ARK GENOMIC REVOLUTION ETF COM 00214Q302 284 3811 SH SOLE 0 0 0 3811 ARROW FINL CORP COM COM 042744102 775 22581 SH SOLE 0 0 0 22581 AT&T INC COM COM 00206R102 1528 56577 SH SOLE 1, 2 0 0 56577 AUTOMATIC DATA PROCESSING INC COM COM 053015103 478 2381 SH SOLE 1, 3 0 0 2381 AUTOZONE INC COM COM 053332102 575 339 SH SOLE 1, 2 0 0 339 AVERY DENNISON CORP COM COM 053611109 326 1575 SH SOLE 2 0 0 1575 BANK NEW YORK MELLON CORP COM COM 064058100 312 6024 SH SOLE 1, 2 0 0 6024 BAXTER INTL INC COM COM 071813109 395 4900 SH SOLE 1, 2 0 0 4900 BECTON DICKINSON & CO COM COM 075887109 587 2389 SH SOLE 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