Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALDRON PRIVATE WEALTH LLC | 01-30-2024 | 12-31-2023 | 420 | 2,102,766,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC COM | COM | 101 | $1,973,000 | 7,499 | 0.09 | 0.08 | -368 | -4.68 | 12-31-2023 |
| SONY GROUP CORP SPONSORED ADR | COM | 102 | $1,832,000 | 19,354 | 0.09 | 0.08 | 242 | 1.27 | 12-31-2023 |
| LOWES COS INC COM | COM | 103 | $1,773,000 | 7,970 | 0.08 | 0.08 | 977 | 13.97 | 12-31-2023 |
| RTX CORPORATION COM | COM | 104 | $1,720,000 | 20,449 | 0.08 | 0.07 | 1,612 | 8.56 | 12-31-2023 |
