WALDRON PRIVATE WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CARR | 4K | $241.61K |
 | WDAY | 4K | $945.59K |
 | SHEL | 4K | $280.40K |
 | NRG | 4K | $629.01K |
 | LLYVK | 4K | $363.93K |
 | CVS | 4K | $280.98K |
 | NOW | 4K | $3.36M |
 | CRM | 4K | $860.16K |
 | CAT | 4K | $1.72M |
 | NSC | 3K | $1.05M |
 | MA | 3K | $1.95M |
 | MS | 3K | $543.96K |
 | OKTA | 3K | $310.22K |
 | PSX | 3K | $440.70K |
 | FWONK | 3K | $337.06K |
 | NFG | 3K | $295.67K |
 | PYPL | 3K | $203.86K |
 | GE | 3K | $866.06K |
 | MDT | 3K | $271.83K |
 | HD | 3K | $1.11M |
Carrier Global Corporation
CARR
Shares Held
4K
Value
$241.61K
Workday, Inc.
WDAY
Shares Held
4K
Value
$945.59K
Shell plc
SHEL
Shares Held
4K
Value
$280.40K
NRG Energy, Inc.
NRG
Shares Held
4K
Value
$629.01K
Liberty Live Group
LLYVK
Shares Held
4K
Value
$363.93K
CVS Health Corporation
CVS
Shares Held
4K
Value
$280.98K
ServiceNow, Inc.
NOW
Shares Held
4K
Value
$3.36M
Salesforce, Inc.
CRM
Shares Held
4K
Value
$860.16K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.72M
Norfolk Southern Corporation
NSC
Shares Held
3K
Value
$1.05M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.95M
Morgan Stanley
MS
Shares Held
3K
Value
$543.96K
Okta, Inc.
OKTA
Shares Held
3K
Value
$310.22K
Phillips 66
PSX
Shares Held
3K
Value
$440.70K
Formula One Group
FWONK
Shares Held
3K
Value
$337.06K
National Fuel Gas Company
NFG
Shares Held
3K
Value
$295.67K
PayPal Holdings, Inc.
PYPL
Shares Held
3K
Value
$203.86K
GE Aerospace
GE
Shares Held
3K
Value
$866.06K
Medtronic plc
MDT
Shares Held
3K
Value
$271.83K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.11M