Chief Investment Officer and Partner

0001598180-22-000001.txt : 20220202 0001598180-22-000001.hdr.sgml : 20220202 20220202084654 ACCESSION NUMBER: 0001598180-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 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: 22581635 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 12-31-2021 12-31-2021 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 412-221-1005 Benjamin Greenfeld Bridgeville PA 02-02-2022 3 385 2027693 false 1 Aperio 2 Geode 3 Berkshire INFORMATION TABLE 2 13F.xml 3M CO COM COM 88579Y101 1342 7560 SH SOLE 1, 2 0 0 7560 ABBOTT LABS COM COM 002824100 2968 21091 SH SOLE 1, 2 0 0 21091 ABBVIE INC COM COM 00287Y109 3784 27946 SH SOLE 1, 2, 3 0 0 27946 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 3425 8264 SH SOLE 1, 2 0 0 8264 ACTIVISION BLIZZARD INC COM COM 00507V109 1370 20596 SH SOLE 1, 2 0 0 20596 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 2711 4782 SH SOLE 1, 2 0 0 4782 ADVANCED MICRO DEVICES INC COM COM 007903107 758 5271 SH SOLE 1, 2 0 0 5271 AGILENT TECHNOLOGIES INC COM COM 00846U101 452 2834 SH SOLE 1, 2 0 0 2834 AIR PRODS & CHEMS INC COM COM 009158106 412 1355 SH SOLE 1, 2 0 0 1355 AIRBNB INC COM CL A COM 009066101 3310 19882 SH SOLE 0 0 0 19882 ALCOA CORP COM COM 013872106 1245 20908 SH SOLE 2 0 0 20908 ALERIAN MLP ETF COM 00162Q452 1054 32217 SH SOLE 0 0 0 32217 ALLIANCE DATA SYSTEMS CORP COM COM 018581108 324 4876 SH SOLE 1, 2 0 0 4876 ALPHABET INC CAP STK CL A COM 02079K305 9218 3182 SH SOLE 1, 2 0 0 3182 ALPHABET INC CAP STK CL C COM 02079K107 13634 4712 SH SOLE 1, 2, 3 0 0 4712 ALTRIA GROUP INC COM COM 02209S103 594 12322 SH SOLE 1, 2 0 0 12322 AMAZON COM INC COM COM 023135106 20942 6281 SH SOLE 1, 2 0 0 6281 AMERICAN EXPRESS CO COM COM 025816109 774 4732 SH SOLE 1, 2 0 0 4732 AMERICAN WTR WKS CO INC NEW COM COM 030420103 314 1664 SH SOLE 1, 2 0 0 1664 AMERIPRISE FINL INC COM COM 03076C106 236 785 SH SOLE 1, 2 0 0 785 AMETEK INC COM COM 031100100 1378 9372 SH SOLE 1 0 0 9372 AMGEN INC COM COM 031162100 4002 17792 SH SOLE 1, 2, 3 0 0 17792 AMPHENOL CORP NEW CL A COM 032095101 332 3792 SH SOLE 1, 2 0 0 3792 ANALOG DEVICES INC COM COM 032654105 445 2536 SH SOLE 1, 2 0 0 2536 ANSYS INC COM COM 03662Q105 414 1033 SH SOLE 0 0 0 1033 ANTHEM INC COM COM 036752103 336 727 SH SOLE 1, 2 0 0 727 AON PLC 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FORMAN CORP CL B COM 115637209 294 4042 SH SOLE 1 0 0 4042 CAMPBELL SOUP CO COM COM 134429109 23321 536629 SH SOLE 1, 2, 3 0 0 536629 CAPITAL ONE FINL CORP COM COM 14040H105 993 6845 SH SOLE 1 0 0 6845 CARRIER GLOBAL CORPORATION COM COM 14448C104 336 6208 SH SOLE 1, 2 0 0 6208 CATERPILLAR INC COM COM 149123101 1831 8859 SH SOLE 1, 2 0 0 8859 CB FINL SVCS INC COM COM 12479G101 1451 60306 SH SOLE 0 0 0 60306 CDW CORP COM COM 12514G108 229 1120 SH SOLE 1 0 0 1120 CELANESE CORP DEL COM COM 150870103 888 5285 SH SOLE 1, 2, 3 0 0 5285 CERNER CORP COM COM 156782104 312 3350 SH SOLE 1, 2 0 0 3350 CHAR TECHNOLOGIES LIMITED COM COM 984779108 5 10000 SH SOLE 0 0 0 10000 CHARTER COMMUNICATIONS INC NEW CL A COM 16119P108 317 487 SH SOLE 1, 2 0 0 487 CHEVRON CORP NEW COM COM 166764100 2070 17644 SH SOLE 1, 2 0 0 17644 CHUBB LIMITED COM COM H1467J104 629 3242 SH SOLE 1 0 0 3242 CIGNA CORP NEW COM COM 125523100 700 3049 SH SOLE 1, 2 0 0 3049 CISCO SYS INC COM COM 17275R102 7850 123876 SH SOLE 1, 2, 3 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