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Loring Wolcott Coolidge Fa

Latest statistics and disclosures from Loring Wolcott & Coolidge Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, MA, GOOGL, INTU, AMZN, and represent 31.91% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: SNPS (+$37M), FI (+$14M), NOW (+$11M), NVDA (+$11M), VEEV (+$9.7M), HDB (+$6.9M), TTD (+$6.5M), V (+$5.0M), DKS, ASML.
Started 44 new stock positions in WMB, RAL, HAS, AR, BAM, CHPT, KMX, CME, C, BN.
Reduced shares in these 10 stocks: WEX (-$47M), CRM (-$29M), ADBE (-$26M), MSFT (-$16M), MA (-$12M), GOOGL (-$9.3M), FDS (-$9.3M), AAPL (-$9.1M), TJX (-$5.7M), GDDY (-$5.4M).
Sold out of its positions in AMLP, ANSS, ELV, Brookline Ban, CTRA, Chargepoint Holdings Inc Com Cl A, CHTR, CON, CSGP, DECK.
Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-85M.
Loring Wolcott & Coolidge Fiduciary Advisors has $11B in assets under management (AUM), dropping by 0.72%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 527 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 527 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors Sept. 30, 2025 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	8.5	$964M		1.9M	520.56	View chart
Mastercard Common Stock (MA)	7.0	$795M		1.4M	573.77	View chart
Alphabet Common Stock (GOOGL)	6.7	$763M		3.0M	253.08	View chart
Intuit Common Stock (INTU)	5.5	$629M		927k	677.72	View chart
Amazon.com Common Stock (AMZN)	4.3	$487M		2.2M	221.09	View chart
Stryker Corp Common Stock (SYK)	3.9	$444M		1.2M	383.06	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.3	$372M		1.7M	222.73	View chart
Apple Common Stock (AAPL)	3.3	$371M	-2%	1.4M	259.58	View chart
Fiserv Common Stock (FI)	3.2	$362M	+3%	2.9M	123.96	View chart
Nvidia Corp Common Stock (NVDA)	2.8	$322M	+3%	1.8M	182.16	View chart
Tjx Companies Common Stock (TJX)	2.8	$316M		2.2M	142.40	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.7	$310M		543k	571.91	View chart
Servicenow Common Stock (NOW)	2.6	$294M	+3%	313k	939.16	View chart
American Tower Corp Common Stock (AMT)	2.3	$262M		1.4M	190.30	View chart
Costco Wholesale Corp Common Stock (COST)	2.0	$228M		242k	942.05	View chart
Nxp Semiconductors Foreign Stock (NXPI)	1.9	$215M		972k	220.73	View chart
Abbott Laboratories Common Stock (ABT)	1.9	$211M		1.7M	126.34	View chart
Visa Common Stock (V)	1.7	$199M	+2%	574k	345.96	View chart
Paycom Software Common Stock (PAYC)	1.7	$190M		949k	200.25	View chart
Veeva Systems Common Stock (VEEV)	1.6	$187M	+5%	643k	291.50	View chart
Adobe Systems Common Stock (ADBE)	1.6	$181M	-12%	512k	354.12	View chart
Automatic Data Processing Common Stock (ADP)	1.6	$178M		631k	281.55	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.4	$163M		221k	734.00	View chart
Parker-hannifin Corp Common Stock (PH)	1.4	$159M		208k	766.20	View chart
Eog Resources Common Stock (EOG)	1.3	$153M		1.4M	108.08	View chart
Synopsys Common Stock (SNPS)	1.2	$139M	+36%	304k	456.09	View chart
Canadian National Railway Foreign Stock (CNI)	1.2	$134M	-2%	1.4M	95.96	View chart
Church & Dwight Common Stock (CHD)	0.9	$106M	-3%	1.2M	86.71	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.9	$104M		213k	490.16	View chart
Roper Industries Common Stock (ROP)	0.9	$102M		213k	479.96	View chart
Home Depot Common Stock (HD)	0.9	$99M		257k	385.03	View chart
Idexx Labs Common Stock (IDXX)	0.7	$81M	-3%	127k	638.60	View chart
Lowes Companies Common Stock (LOW)	0.7	$81M		330k	243.87	View chart
Trade Desk Common Stock (TTD)	0.7	$77M	+9%	1.4M	54.13	View chart
Philip Morris International Common Stock (PM)	0.7	$77M		488k	157.70	View chart
Wex Common Stock (WEX)	0.7	$76M	-38%	475k	160.06	View chart
Starbucks Corp Common Stock (SBUX)	0.7	$75M	+2%	877k	85.44	View chart
O'reilly Automotive Common Stock (ORLY)	0.6	$72M		731k	98.27	View chart
Procter & Gamble Common Stock (PG)	0.5	$61M		400k	152.21	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$59M		254k	232.10	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.5	$55M	+6%	53k	1036.41	View chart
Regeneron Phar Common Stock (REGN)	0.5	$53M	-8%	92k	575.69	View chart
Union Pacific Common Stock (UNP)	0.5	$52M		238k	220.04	View chart
Salesforce.com Common Stock (CRM)	0.5	$52M	-35%	204k	255.05	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$51M		266k	192.47	View chart
Nike Inc Class B Common Stock (NKE)	0.4	$51M	-2%	735k	69.68	View chart
Alphabet Common Stock (GOOG)	0.4	$47M		186k	253.73	View chart
Analog Devices Corp Common Stock (ADI)	0.4	$47M		194k	243.29	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$47M	-5%	448k	104.87	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$44M		378k	115.98	View chart
Qualcomm Common Stock (QCOM)	0.4	$42M		248k	170.03	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$35M	-3%	115k	306.97	View chart
Pepsico Common Stock (PEP)	0.3	$32M	-2%	214k	151.51	View chart
Dicks Sporting Goods Common Stock (DKS)	0.3	$32M	+13%	142k	227.87	View chart
Merck & Co Common Stock (MRK)	0.3	$32M	-4%	364k	87.18	View chart
Accenture Foreign Stock (ACN)	0.2	$24M	-4%	96k	249.81	View chart
Ross Stores Common Stock (ROST)	0.2	$22M		141k	156.66	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.2	$22M	-2%	73k	294.54	View chart
Align Technology Common Stock (ALGN)	0.2	$21M	-7%	151k	136.00	View chart
Cabot Corp Common Stock (CBT)	0.2	$20M		286k	71.10	View chart
Msci Common Stock (MSCI)	0.2	$18M	+4%	34k	538.75	View chart
Amgen Common Stock (AMGN)	0.1	$17M	-4%	58k	292.89	View chart
Arista Networks Common Stock (ANET)	0.1	$16M		104k	152.76	View chart
Abbvie Common Stock (ABBV)	0.1	$15M	+7%	64k	228.25	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$14M	+98%	383k	36.46	View chart
Rtx Corp Common Stock (RTX)	0.1	$13M	-6%	72k	179.44	View chart
Ecolab Common Stock (ECL)	0.1	$13M	-6%	45k	275.02	View chart
Watsco Common Stock (WSO)	0.1	$12M		34k	359.08	View chart
Chevron Corp Common Stock (CVX)	0.1	$11M		71k	156.56	View chart
Lilly Common Stock (LLY)	0.1	$11M	+30%	13k	821.04	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$9.7M	+7%	188k	51.76	View chart
Broadcom Common Stock (AVGO)	0.1	$9.6M	+26%	28k	344.29	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.4M		36k	257.44	View chart
Rockwell Automation Common Stock (ROK)	0.1	$8.2M	-10%	23k	357.16	View chart
Coca-cola Common Stock (KO)	0.1	$8.0M		114k	69.94	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$7.7M	-12%	72k	106.86	View chart
SPDR Equity Mutual F (SPY)	0.1	$7.4M		11k	671.78	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.5M	-7%	20k	331.01	View chart
Colgate Palmolive Common Stock (CL)	0.1	$6.5M	+26%	83k	78.44	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.1	$6.0M	-5%	112k	53.23	View chart
Cintas Corp Common Stock (CTAS)	0.0	$5.5M		28k	192.34	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$5.5M	+15%	48k	113.03	View chart
Deere & Co Common Stock (DE)	0.0	$5.4M		12k	469.42	View chart
Air Products & Chemicals Common Stock (APD)	0.0	$5.3M		21k	254.93	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$5.1M	+35%	9.3k	551.30	View chart
Conocophillips Common Stock (COP)	0.0	$4.9M	-2%	55k	90.08	View chart
Nextera Energy Common Stock (NEE)	0.0	$4.5M	-2%	54k	83.25	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.4M	-5%	20k	220.67	View chart
Ge Aerospace Common Stock (GE)	0.0	$4.3M		14k	306.39	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.3M		15k	283.82	View chart
S&p Global Common Stock (SPGI)	0.0	$4.3M	+68%	8.9k	482.70	View chart
Zoetis Common Stock (ZTS)	0.0	$4.1M	-4%	28k	146.39	View chart
Netflix Common Stock (NFLX)	0.0	$3.9M	+172%	3.5k	1113.59	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$3.9M		14k	285.00	View chart
Paychex Common Stock (PAYX)	0.0	$3.6M	-3%	29k	124.75	View chart
Cisco Systems Common Stock (CSCO)	0.0	$3.6M		51k	70.27	View chart
Chubb Foreign Stock (CB)	0.0	$3.6M	+40%	13k	282.94	View chart
Capital One Financial Common Stock (COF)	0.0	$3.5M	-9%	16k	220.04	View chart
Invesco Equity Mutual F (QQQ)	0.0	$3.3M		5.5k	610.58	View chart
Morgan Stanley Common Stock (MS)	0.0	$3.2M	-3%	20k	159.31	View chart
Unilever Foreign Stock (UL)	0.0	$3.2M	+11%	51k	62.32	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.1M		15k	217.13	View chart
Cummins Common Stock (CMI)	0.0	$3.1M		7.5k	417.74	View chart
Factset Research Systems Common Stock (FDS)	0.0	$3.1M	-74%	11k	286.84	View chart
State Street Corp Common Stock (STT)	0.0	$3.1M	+25%	27k	114.61	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$2.9M		4.00	735600.00	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$2.9M		7.6k	378.79	View chart
Booking Holdings Common Stock (BKNG)	0.0	$2.9M	+16%	564.00	5093.46	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$2.8M		18k	155.72	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.8M		6.2k	448.98	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.7M	-7%	5.8k	472.93	View chart
The Hershey Company Common Stock (HSY)	0.0	$2.7M	-6%	15k	181.58	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.7M	-10%	4.5k	599.29	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$2.7M	-5%	35k	76.53	View chart
Grainger Common Stock (GWW)	0.0	$2.5M		2.6k	964.07	View chart
Pfizer Common Stock (PFE)	0.0	$2.4M	-3%	96k	24.67	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$2.3M	-40%	33k	69.66	View chart
Ishares Equity Mutual F (IVV)	0.0	$2.2M		3.3k	674.97	View chart
Valmont Industries Common Stock (VMI)	0.0	$2.1M		5.2k	411.30	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.1M	-9%	3.4k	617.44	View chart
Shopify Common Stock (SHOP)	0.0	$2.1M	+955%	12k	167.03	View chart
Ishares Equity Mutual F (IWO)	0.0	$2.0M		6.2k	327.18	View chart
Ha Sustainable Common Stock (HASI)	0.0	$2.0M	-72%	72k	28.17	View chart
Intel Corp Common Stock (INTC)	0.0	$2.0M	-20%	51k	38.16	View chart
The Blackstone Group Common Stock (BX)	0.0	$2.0M	+1118%	13k	154.98	View chart
American Express Common Stock (AXP)	0.0	$1.9M		5.4k	354.93	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.9M		7.4k	252.99	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.8M		856.00	2148.32	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.8M		15k	120.96	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.0	$1.8M		19k	92.97	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$1.7M	+13607%	14k	127.35	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.7M		9.1k	189.04	View chart
Linde Foreign Stock (LIN)	0.0	$1.7M	+22%	3.8k	450.08	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.7M		22k	78.21	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$1.7M	+430%	4.0k	422.63	View chart
Corning Common Stock (GLW)	0.0	$1.7M		19k	85.84	View chart
Becton Dickinson Common Stock (BDX)	0.0	$1.6M	+79%	8.8k	186.53	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.6M		7.9k	205.09	View chart
Gildan Activewear Common Stock (GIL)	0.0	$1.6M	NEW	27k	60.75	View chart
Transdigm Group Common Stock (TDG)	0.0	$1.5M	+311%	1.1k	1350.00	View chart
Dupont De Nemours Common Stock (DD)	0.0	$1.5M	-12%	18k	81.29	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.4M		8.0k	179.30	View chart
Ge Vernova Common Stock (GEV)	0.0	$1.4M		2.4k	595.15	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.4M	+17%	28k	49.96	View chart
Fidelity National Financial Common Stock (FNF)	0.0	$1.3M	+745%	23k	56.76	View chart
Caterpillar Common Stock (CAT)	0.0	$1.3M	-12%	2.4k	520.50	View chart
Fair Isaac Corp Common Stock (FICO)	0.0	$1.3M	NEW	779.00	1615.36	View chart
Timken Common Stock (TKR)	0.0	$1.2M		16k	77.71	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$1.2M		2.5k	488.05	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.2M	-3%	16k	75.72	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.2M		8.7k	133.19	View chart
Xylem Common Stock (XYL)	0.0	$1.1M	+92%	7.8k	147.69	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$1.1M	-7%	4.9k	234.99	View chart
Ball Corp Common Stock (BALL)	0.0	$1.1M	-18%	23k	49.70	View chart
American Water Works Common Stock (AWK)	0.0	$1.1M	-8%	7.7k	142.58	View chart
Copart Common Stock (CPRT)	0.0	$1.1M	+21593%	25k	44.67	View chart
Open Text Corp Common Stock (OTEX)	0.0	$1.1M	NEW	28k	39.03	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.1M		8.9k	121.45	View chart
Verizon Common Stock (VZ)	0.0	$1.1M	+253%	28k	38.40	View chart
Mccormick & Company Common Stock (MKC)	0.0	$1.1M	-6%	16k	67.37	View chart
Mckesson Corp Common Stock (MCK)	0.0	$1.0M	-2%	1.3k	792.97	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$1.0M		715.00	1437.75	View chart
Spotify Tech Common Stock (SPOT)	0.0	$1.0M	+4234%	1.5k	673.86	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.0M	-13%	17k	61.01	View chart
Aercap Holdings Nv Common Stock (AER)	0.0	$1.0M	NEW	8.4k	120.64	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.0M	-74%	5.9k	172.19	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$984k	+679%	9.6k	102.39	View chart
Ishares Equity Mutual F (EFV)	0.0	$981k	-5%	14k	68.35	View chart
Vanguard Equity Mutual F (VUG)	0.0	$973k		2.0k	484.96	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$972k	-39%	4.4k	219.91	View chart
Vanguard Equity Mutual F (VEA)	0.0	$964k		16k	61.02	View chart
Renaissancere Holdings Common Stock (RNR)	0.0	$963k	NEW	4.0k	243.24	View chart
Crown Castle Intl Corp Common Stock (CCI)	0.0	$962k	+614%	9.8k	98.27	View chart
Amphenol Corp Common Stock (APH)	0.0	$959k	-2%	7.1k	135.31	View chart
Labcorp Holdings Common Stock (LH)	0.0	$957k	NEW	3.4k	284.00	View chart
Charles Schwab Corp Common Stock (SCHW)	0.0	$954k	NEW	10k	94.60	View chart
Rb Global Foreign Stock (RBA)	0.0	$949k	NEW	9.3k	101.79	View chart
Simon Properties Group Common Stock (SPG)	0.0	$943k		5.3k	178.71	View chart
Fastenal Common Stock (FAST)	0.0	$943k		22k	42.99	View chart
Biogen Idec Common Stock (BIIB)	0.0	$929k		6.2k	150.08	View chart
Oracle Corp Common Stock (ORCL)	0.0	$926k	-2%	3.3k	280.07	View chart
Moodys Corp Common Stock (MCO)	0.0	$902k	-5%	1.9k	479.30	View chart
Te Foreign Stock (TEL)	0.0	$889k	+125%	3.8k	234.09	View chart
Enbridge Foreign Stock (ENB)	0.0	$889k	-11%	19k	47.18	View chart
Vanguard Equity Mutual F (VTV)	0.0	$881k	+36%	4.7k	187.20	View chart
Omnicom Group Common Stock (OMC)	0.0	$880k	+1041%	11k	80.33	View chart
Warner Music Group Corp Common Stock (WMG)	0.0	$864k	NEW	26k	33.35	View chart
Novartis Foreign Stock (NVS)	0.0	$862k		6.6k	131.64	View chart
Gilead Sciences Common Stock (GILD)	0.0	$856k		7.1k	120.74	View chart
SPDR Equity Mutual F (XLV)	0.0	$832k	NEW	5.7k	146.04	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$829k		7.0k	119.28	View chart
Ishares Equity Mutual F (IWM)	0.0	$823k	+4%	3.3k	246.42	View chart
Agilent Technologies Common Stock (A)	0.0	$817k		5.5k	147.46	View chart
Ametek Common Stock (AME)	0.0	$804k	+240%	4.2k	189.20	View chart
Brookfield Corporation Foreign Stock (BN)	0.0	$798k	NEW	18k	45.50	View chart
Donaldson Common Stock (DCI)	0.0	$795k		9.5k	83.35	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$786k	-6%	3.7k	215.02	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$769k	+155%	2.1k	360.45	View chart
Arch Capital Group Common Stock (ACGL)	0.0	$764k	NEW	8.7k	87.46	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$759k		61k	12.53	View chart
Tractor Supply Common Stock (TSCO)	0.0	$714k		13k	56.35	View chart
Medtronic Foreign Stock (MDT)	0.0	$714k	+669%	7.6k	94.21	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$711k		1.5k	464.00	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$705k	-3%	8.7k	81.07	View chart
Woodward Common Stock (WWD)	0.0	$702k	NEW	2.7k	263.79	View chart
Vanguard Equity Mutual F (VEU)	0.0	$696k		9.6k	72.69	View chart
Ppg Industries Common Stock (PPG)	0.0	$688k	NEW	6.7k	103.50	View chart
SPDR Equity Mutual F (XLK)	0.0	$681k		2.4k	289.09	View chart
Altria Group Common Stock (MO)	0.0	$675k		11k	64.57	View chart
Dover Corp Common Stock (DOV)	0.0	$675k		3.7k	181.22	View chart
Boeing Common Stock (BA)	0.0	$666k	-19%	3.1k	217.77	View chart
Citigroup Common Stock (C)	0.0	$666k	NEW	6.9k	96.69	View chart
General Mills Common Stock (GIS)	0.0	$665k	-3%	14k	47.93	View chart
W P Carey Common Stock (WPC)	0.0	$662k		9.8k	67.90	View chart
Hanesbrands Common Stock (HBI)	0.0	$655k	NEW	95k	6.89	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$645k	-11%	22k	29.30	View chart
Ishares Equity Mutual F (EFA)	0.0	$640k	+13%	6.7k	94.89	View chart
Diamondback Common Stock (FANG)	0.0	$633k		4.3k	147.17	View chart
First Solar Common Stock (FSLR)	0.0	$631k	+3%	2.8k	229.00	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$618k		3.3k	188.08	View chart
Penumbra Common Stock (PEN)	0.0	$616k		2.4k	253.51	View chart
Invesco Equity Mutual F (RSP)	0.0	$615k		3.2k	190.74	View chart
Corteva Common Stock (CTVA)	0.0	$615k	-7%	9.7k	63.48	View chart
Hasbro Common Stock (HAS)	0.0	$608k	NEW	7.8k	77.94	View chart
Lkq Corp Common Stock (LKQ)	0.0	$590k	NEW	19k	30.62	View chart
Blackrock Common Stock (BLK)	0.0	$581k	-16%	516.00	1125.00	View chart
Tyler Technologies Common Stock (TYL)	0.0	$578k		1.1k	516.25	View chart
Aflac Common Stock (AFL)	0.0	$578k		5.4k	107.55	View chart
Valaris Common Stock (VAL)	0.0	$563k		10k	56.31	View chart
Pool Corp Common Stock (POOL)	0.0	$563k		1.9k	300.31	View chart
Ishares Equity Mutual F (IJR)	0.0	$560k		4.7k	120.09	View chart
Sherwin Williams Common Stock (SHW)	0.0	$553k	-76%	1.7k	331.75	View chart
Reliance Steel & Aluminum Common Stock (RS)	0.0	$548k	NEW	2.0k	273.74	View chart
Fortive Corp Common Stock (FTV)	0.0	$544k	-6%	11k	49.62	View chart
Xpo Logistics Common Stock (XPO)	0.0	$542k	NEW	4.3k	125.45	View chart
SPDR Equity Mutual F (DIA)	0.0	$540k		1.2k	467.29	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$535k	-27%	13k	41.80	View chart
Hca Healthcare Common Stock (HCA)	0.0	$530k	+502%	1.2k	440.16	View chart
3m Company Common Stock (MMM)	0.0	$522k		3.0k	171.60	View chart
Cbre Group Common Stock (CBRE)	0.0	$514k	NEW	3.1k	164.20	View chart
Ishares Equity Mutual F (IEFA)	0.0	$513k	+144%	5.8k	88.56	View chart
T-mobile Us Common Stock (TMUS)	0.0	$503k	+16%	2.3k	219.99	View chart
Carlisle Cos Common Stock (CSL)	0.0	$502k	+3910%	1.5k	338.50	View chart
Kraft Heinz Common Stock (KHC)	0.0	$501k	+13046%	20k	25.41	View chart
Ishares Equity Mutual F (IJK)	0.0	$501k	-3%	5.2k	96.57	View chart
Target Corp Common Stock (TGT)	0.0	$500k	-29%	5.3k	94.25	View chart
Phillips 66 Common Stock (PSX)	0.0	$487k		3.6k	135.81	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$481k		2.6k	181.95	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$480k	+9%	915.00	524.48	View chart
Cigna Corporation Common Stock (CI)	0.0	$478k	-9%	1.6k	305.07	View chart

Past Filings by Loring Wolcott & Coolidge Fiduciary Advisors

SEC 13F filings are viewable for Loring Wolcott & Coolidge Fiduciary Advisors going back to 2011

Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q3 filed Oct. 24, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q2 filed July 30, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2025 Q1 filed April 24, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q4 filed Jan. 28, 2025
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q3 filed Oct. 25, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q2 filed July 17, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2024 Q1 filed April 23, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q4 filed Feb. 1, 2024
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q3 filed Nov. 3, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q2 filed Aug. 1, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2023 Q1 filed May 2, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q4 restated filed March 2, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q3 filed Oct. 25, 2022
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q2 filed July 26, 2022
Loring Wolcott & Coolidge Fiduciary Advisors 2022 Q1 filed April 13, 2022

View all past filings

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