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 |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP COM | COM | 51 | $5,578,000 | 55,799 | 0.27 | 0.33 | 2,193 | 4.09 | 12-31-2023 |
| PALO ALTO NETWORKS INC COM | COM | 52 | $5,217,000 | 17,693 | 0.25 | 0.21 | 132 | 0.75 | 12-31-2023 |
| VISA INC COM CL A | COM | 53 | $5,044,000 | 19,374 | 0.24 | 0.23 | -4 | -0.02 | 12-31-2023 |
| AMGEN INC COM | COM | 54 | $5,008,000 | 17,388 | 0.24 | 0.24 | -137 | -0.78 | 12-31-2023 |
