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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, FI, INTU, GOOGL, and represent 28.79% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: SNPS (+$42M), VEEV (+$25M), AMZN (+$21M), BRK.B (+$15M), MSFT (+$14M), GOOGL (+$14M), GDDY (+$12M), ANET (+$11M), PGR (+$11M), CI (+$10M).
Started 54 new stock positions in OSK, BSCT, BSCS, RIGL, COGT, MLM, Te Connectivity, BALL, MAR, GDDY.
Reduced shares in these 10 stocks: CRM (-$36M), PAYC (-$14M), FI (-$8.3M), SYK (-$5.6M), HDB (-$5.2M), TJX, ALGN, TTD, EW, AMT.
Sold out of its positions in IVVD, BHP, BLK, BHF, BURL, CATC, CG, ECON, XRAY, DG.
Loring Wolcott & Coolidge Fiduciary Advisors was a net buyer of stock by $143M.
Loring Wolcott & Coolidge Fiduciary Advisors has $11B in assets under management (AUM), dropping by 3.15%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 571 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 571 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors Sept. 30, 2024 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.3	$818M		1.9M	424.73	View chart
Mastercard Common Stock (MA)	6.8	$759M		1.5M	510.62	View chart
Fiserv Common Stock (FI)	5.2	$582M		2.9M	203.29	View chart
Intuit Common Stock (INTU)	5.0	$566M		937k	603.98	View chart
Alphabet Common Stock (GOOGL)	4.5	$501M	+2%	3.1M	162.72	View chart
Stryker Corp Common Stock (SYK)	3.8	$427M		1.2M	359.90	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.7	$417M		1.7M	248.00	View chart
Amazon.com Common Stock (AMZN)	3.7	$413M	+5%	2.2M	186.38	View chart
Apple Common Stock (AAPL)	3.1	$352M		1.5M	230.57	View chart
American Tower Corp Common Stock (AMT)	2.9	$323M		1.4M	225.93	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.6	$293M		525k	557.38	View chart
Servicenow Common Stock (NOW)	2.6	$290M		303k	956.57	View chart
Adobe Systems Common Stock (ADBE)	2.5	$282M		585k	482.87	View chart
Tjx Companies Common Stock (TJX)	2.4	$273M		2.4M	114.20	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.1	$232M		968k	239.06	View chart
Costco Wholesale Corp Common Stock (COST)	2.0	$222M		249k	893.42	View chart
Abbott Laboratories Common Stock (ABT)	1.8	$202M		1.7M	116.54	View chart
Automatic Data Processing Common Stock (ADP)	1.7	$188M		650k	289.43	View chart
Eog Resources Common Stock (EOG)	1.6	$183M		1.5M	124.44	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$180M	+3%	1.3M	140.41	View chart
Wex Common Stock (WEX)	1.5	$165M		910k	181.13	View chart
Visa Common Stock (V)	1.5	$163M		577k	283.22	View chart
Paycom Software Common Stock (PAYC)	1.4	$162M	-8%	982k	165.18	View chart
Canadian National Railway Foreign Stock (CNI)	1.4	$162M		1.5M	110.82	View chart
Trade Desk Common Stock (TTD)	1.4	$158M	-2%	1.3M	118.21	View chart
Church & Dwight Common Stock (CHD)	1.2	$135M		1.3M	102.62	View chart
Roper Industries Common Stock (ROP)	1.1	$129M		237k	542.10	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.1	$125M		221k	567.78	View chart
Parker-hannifin Corp Common Stock (PH)	1.1	$119M		190k	624.14	View chart
Veeva Systems Common Stock (VEEV)	0.9	$103M	+31%	484k	212.61	View chart
Home Depot Common Stock (HD)	0.9	$103M	+2%	255k	402.68	View chart
Regeneron Phar Common Stock (REGN)	0.9	$102M	+5%	110k	928.90	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.9	$99M	+18%	216k	457.77	View chart
Lowes Companies Common Stock (LOW)	0.8	$95M		350k	271.36	View chart
Salesforce.com Common Stock (CRM)	0.8	$93M	-27%	324k	286.76	View chart
Starbucks Corp Common Stock (SBUX)	0.8	$87M		899k	97.15	View chart
Synopsys Common Stock (SNPS)	0.7	$75M	+127%	152k	495.25	View chart
Procter & Gamble Common Stock (PG)	0.6	$72M		423k	169.62	View chart
Nike Inc Class B Common Stock (NKE)	0.6	$69M		867k	79.04	View chart
Philip Morris International Common Stock (PM)	0.6	$67M		501k	132.80	View chart
O'reilly Automotive Common Stock (ORLY)	0.6	$64M		54k	1199.77	View chart
Idexx Labs Common Stock (IDXX)	0.5	$61M	-3%	135k	452.27	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$58M		269k	216.76	View chart
Union Pacific Common Stock (UNP)	0.5	$58M		251k	230.75	View chart
Veralto Corporation Common Stock (VLTO)	0.5	$54M		512k	105.79	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$47M	-2%	290k	163.67	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$47M		392k	119.59	View chart
Align Technology Common Stock (ALGN)	0.4	$45M	-8%	206k	216.42	View chart
Merck & Co Common Stock (MRK)	0.4	$44M		416k	105.88	View chart
Analog Devices Corp Common Stock (ADI)	0.4	$42M		184k	229.68	View chart
Qualcomm Common Stock (QCOM)	0.4	$42M		248k	168.10	View chart
Pepsico Common Stock (PEP)	0.4	$42M		241k	172.16	View chart
Accenture Foreign Stock (ACN)	0.3	$38M		103k	364.23	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$36M		120k	301.58	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.3	$33M	-3%	47k	710.81	View chart
Cabot Corp Common Stock (CBT)	0.3	$32M		286k	110.39	View chart
Alphabet Common Stock (GOOG)	0.3	$31M		191k	164.53	View chart
Ross Stores Common Stock (ROST)	0.2	$21M	-2%	145k	144.38	View chart
Amgen Common Stock (AMGN)	0.2	$21M		65k	315.69	View chart
Factset Research Systems Common Stock (FDS)	0.2	$21M	-2%	45k	456.63	View chart
Msci Common Stock (MSCI)	0.2	$20M		34k	590.26	View chart
Paypal Holdings Common Stock (PYPL)	0.2	$19M		230k	81.39	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.2	$18M	+56%	80k	224.98	View chart
Watsco Common Stock (WSO)	0.1	$17M		35k	478.26	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.1	$14M	-26%	220k	64.24	View chart
Ecolab Common Stock (ECL)	0.1	$14M	-3%	54k	256.34	View chart
Colgate Palmolive Common Stock (CL)	0.1	$12M	+73%	125k	99.74	View chart
Go Daddy Group Inc Class A Common Stock (GDDY)	0.1	$12M	NEW	71k	161.45	View chart
Abbvie Common Stock (ABBV)	0.1	$11M		60k	189.65	View chart
Arista Networks Common Stock (ANET)	0.1	$11M	+3482%	28k	395.70	View chart
Progressive Corp Ohio Common Stock (PGR)	0.1	$11M	+2717%	45k	246.87	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$11M		87k	125.17	View chart
Chevron Corp Common Stock (CVX)	0.1	$11M		72k	150.45	View chart
Cigna Corporation Common Stock (CI)	0.1	$11M	+2185%	33k	318.24	View chart
Texas Instruments Common Stock (TXN)	0.1	$9.8M	+634%	48k	206.61	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.5M		37k	255.53	View chart
Interactive Brokers Group Common Stock (IBKR)	0.1	$9.4M	NEW	63k	148.20	View chart
Ha Sustainable Common Stock (HASI)	0.1	$8.5M		249k	34.08	View chart
Coca-cola Common Stock (KO)	0.1	$8.0M		119k	67.30	View chart
Cencora Common Stock (COR)	0.1	$7.8M	+6505%	33k	235.16	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$7.6M		91k	83.04	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$7.6M	+393%	177k	42.65	View chart
Grainger Common Stock (GWW)	0.1	$7.3M	+6681%	6.8k	1082.21	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$7.2M	-3%	22k	322.10	View chart
Vanguard Equity Mutual F (VTI)	0.1	$7.2M	-3%	25k	285.81	View chart
Rockwell Automation Common Stock (ROK)	0.1	$6.9M		26k	267.68	View chart
SPDR Equity Mutual F (SPY)	0.1	$6.5M	-27%	11k	579.26	View chart
Cintas Corp Common Stock (CTAS)	0.1	$6.5M	+278%	31k	209.13	View chart
Lilly Common Stock (LLY)	0.1	$6.4M	-3%	7.2k	891.32	View chart
Conocophillips Common Stock (COP)	0.1	$6.1M		58k	104.37	View chart
Zoetis Common Stock (ZTS)	0.1	$5.9M		33k	181.50	View chart
United Rentals Common Stock (URI)	0.1	$5.8M	NEW	7.0k	824.99	View chart
Becton Dickinson Common Stock (BDX)	0.0	$5.5M	+135%	23k	238.62	View chart
Applied Materials Common Stock (AMAT)	0.0	$5.3M	+1646%	29k	183.75	View chart
Sherwin Williams Common Stock (SHW)	0.0	$5.3M	+511%	15k	361.59	View chart
Zebra Technologies Corp Cl A Common Stock (ZBRA)	0.0	$4.9M	NEW	14k	362.05	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.9M	+3%	23k	209.10	View chart
Deere & Co Common Stock (DE)	0.0	$4.7M		12k	411.07	View chart
Nextera Energy Common Stock (NEE)	0.0	$4.7M		57k	82.81	View chart
Walt Disney Productions Common Stock (DIS)	0.0	$4.5M	-24%	47k	95.40	View chart
Universal Health Services Common Stock (UHS)	0.0	$4.5M		20k	224.66	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.0	$4.5M	+1160%	44k	102.49	View chart
Tesla Motors Common Stock (TSLA)	0.0	$4.4M	-2%	17k	260.48	View chart
Paychex Common Stock (PAYX)	0.0	$4.3M		31k	141.68	View chart
Edwards Lifescience Corp Common Stock (EW)	0.0	$4.2M	-44%	59k	70.35	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.1M	-18%	16k	253.42	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.9M	-13%	7.7k	511.63	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$3.7M		20k	184.59	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$3.7M	-2%	32k	113.92	View chart
Broadcom Common Stock (AVGO)	0.0	$3.6M	-4%	21k	171.35	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$3.4M		5.00	687000.00	View chart
Ishares Equity Mutual F (IWF)	0.0	$3.4M		8.8k	381.24	View chart
The Hershey Company Common Stock (HSY)	0.0	$3.3M	+15%	18k	182.20	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$3.2M	+132%	15k	211.71	View chart
Select Med Hldgs Corp Common Stock (SEM)	0.0	$3.2M		98k	32.54	View chart
Discover Financial Services Common Stock (DFS)	0.0	$3.1M		22k	143.12	View chart
Unilever Foreign Stock (UL)	0.0	$3.0M		49k	62.30	View chart
Vanguard Equity Mutual F (VIG)	0.0	$3.0M		15k	197.92	View chart
Pfizer Common Stock (PFE)	0.0	$3.0M		103k	28.64	View chart
SPDR Equity Mutual F (MDY)	0.0	$3.0M		5.2k	571.10	View chart
Morgan Stanley Common Stock (MS)	0.0	$2.9M		25k	119.17	View chart
Cisco Systems Common Stock (CSCO)	0.0	$2.8M	-23%	50k	55.96	View chart
S&p Global Common Stock (SPGI)	0.0	$2.8M	-2%	5.6k	493.21	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$2.7M		12k	218.39	View chart
Invesco Equity Mutual F (QQQ)	0.0	$2.6M		5.4k	492.32	View chart
State Street Corp Common Stock (STT)	0.0	$2.6M		28k	91.87	View chart
General Electric Common Stock (GE)	0.0	$2.5M		14k	179.74	View chart
Cummins Common Stock (CMI)	0.0	$2.5M	-2%	7.5k	332.48	View chart
Chubb Foreign Stock (CB)	0.0	$2.3M	+9%	8.0k	293.96	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$2.2M		8.8k	252.80	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.2M		4.1k	532.47	View chart
Dupont De Nemours Common Stock (DD)	0.0	$2.2M	-10%	26k	84.23	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$2.0M		3.6k	560.81	View chart
Intel Corp Common Stock (INTC)	0.0	$1.9M		86k	22.34	View chart
Sysco Corp Common Stock (SYY)	0.0	$1.9M	-5%	25k	74.38	View chart
Ishares Equity Mutual F (IWO)	0.0	$1.9M		6.6k	283.16	View chart
American Express Common Stock (AXP)	0.0	$1.8M	+3%	6.8k	269.98	View chart
Valmont Industries Common Stock (VMI)	0.0	$1.7M		5.3k	320.63	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.6M		9.5k	166.05	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.5M		752.00	2055.93	View chart
Linde Foreign Stock (LIN)	0.0	$1.5M	-9%	3.2k	474.46	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.5M		7.9k	190.54	View chart
Mccormick & Company Common Stock (MKC)	0.0	$1.5M	-25%	19k	78.77	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.5M		8.9k	165.78	View chart
Target Corp Common Stock (TGT)	0.0	$1.4M	-2%	9.6k	150.18	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$1.4M		2.5k	564.21	View chart
Ishares Equity Mutual F (IVV)	0.0	$1.4M	+48%	2.4k	582.03	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.4M		20k	69.95	View chart
Timken Common Stock (TKR)	0.0	$1.4M		16k	84.70	View chart
American Water Works Common Stock (AWK)	0.0	$1.3M		9.2k	139.80	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.3M		19k	66.41	View chart
Fortive Corp Common Stock (FTV)	0.0	$1.3M	-3%	17k	75.02	View chart
Booking Holdings Common Stock (BKNG)	0.0	$1.3M		290.00	4338.73	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.2M		6.5k	183.86	View chart
Enphase Energy Common Stock (ENPH)	0.0	$1.2M		15k	81.10	View chart
Dicks Sporting Goods Common Stock (DKS)	0.0	$1.1M	+23%	5.5k	204.52	View chart
Caterpillar Common Stock (CAT)	0.0	$1.1M	+15%	2.9k	387.06	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$1.1M		18k	59.44	View chart
General Mills Common Stock (GIS)	0.0	$1.0M	-5%	15k	68.61	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$1.0M	-3%	20k	52.92	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$1.0M	+32%	20k	49.80	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$1.0M	+10%	6.6k	153.44	View chart
Dow Common Stock (DOW)	0.0	$1.0M	-21%	20k	50.99	View chart
Moodys Corp Common Stock (MCO)	0.0	$996k		2.1k	466.94	View chart
Emerson Electric Common Stock (EMR)	0.0	$981k		9.1k	108.26	View chart
Vanguard Equity Mutual F (VUG)	0.0	$981k		2.5k	390.66	View chart
Ishares Equity Mutual F (IVW)	0.0	$977k	-6%	10k	97.07	View chart
Ge Vernova Common Stock (GEV)	0.0	$975k	-7%	3.3k	297.00	View chart
Netflix Common Stock (NFLX)	0.0	$973k		1.3k	754.55	View chart
Corteva Common Stock (CTVA)	0.0	$963k	-26%	16k	60.78	View chart
Diamondback Common Stock (FANG)	0.0	$954k		5.3k	180.91	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$925k		715.00	1293.38	View chart
Corning Common Stock (GLW)	0.0	$922k		20k	46.81	View chart
Simon Properties Group Common Stock (SPG)	0.0	$915k		5.3k	173.40	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$915k	-5%	22k	41.65	View chart
Enbridge Foreign Stock (ENB)	0.0	$906k		22k	41.13	View chart
Ishares Equity Mutual F (IJR)	0.0	$871k	+15%	7.6k	114.98	View chart
Fastenal Common Stock (FAST)	0.0	$852k		11k	75.62	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$850k		7.4k	114.92	View chart
Novartis Foreign Stock (NVS)	0.0	$848k		7.5k	113.13	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$838k		3.8k	222.48	View chart
Ishares Equity Mutual F (IWM)	0.0	$816k	-2%	3.7k	219.72	View chart
Perrigo Foreign Stock (PRGO)	0.0	$778k		31k	25.08	View chart
Pool Corp Common Stock (POOL)	0.0	$764k		2.0k	377.33	View chart
Vanguard Equity Mutual F (VEA)	0.0	$758k	-4%	15k	50.67	View chart
Gilead Sciences Common Stock (GILD)	0.0	$755k		8.5k	88.78	View chart
Boeing Common Stock (BA)	0.0	$747k	-6%	4.8k	155.20	View chart
Mckesson Corp Common Stock (MCK)	0.0	$732k		1.4k	504.96	View chart
Agilent Technologies Common Stock (A)	0.0	$724k		5.5k	130.69	View chart
Brown Forman Corp Common Stock (BF.B)	0.0	$722k		15k	48.98	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$714k		2.0k	364.58	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$712k		7.0k	102.46	View chart
Donaldson Common Stock (DCI)	0.0	$708k		9.5k	74.29	View chart
Tractor Supply Common Stock (TSCO)	0.0	$694k		2.5k	274.29	View chart
Dover Corp Common Stock (DOV)	0.0	$694k		3.8k	184.78	View chart
Tyler Technologies Common Stock (TYL)	0.0	$685k		1.1k	611.67	View chart
Vanguard Equity Mutual F (VTV)	0.0	$666k		3.8k	174.86	View chart
Equinix Common Stock (EQIX)	0.0	$655k	-5%	731.00	895.76	View chart
United Parcel Service Common Stock (UPS)	0.0	$641k	-2%	4.6k	138.35	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$608k	+18%	8.3k	72.90	View chart
Constellation Brands Cl A Common Stock (STZ)	0.0	$606k	-12%	2.5k	240.71	View chart
Aflac Common Stock (AFL)	0.0	$602k		5.4k	112.01	View chart
W P Carey Common Stock (WPC)	0.0	$586k		10k	58.55	View chart
Invesco Equity Mutual F (RSP)	0.0	$577k		3.2k	178.96	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$559k	-8%	10k	56.12	View chart
Amphenol Corp Common Stock (APH)	0.0	$556k		8.0k	69.80	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$545k		57k	9.62	View chart
Ishares Equity Mutual F (IJK)	0.0	$544k	-6%	5.9k	91.57	View chart
Ishares Equity Mutual F (IVE)	0.0	$541k	-5%	2.7k	197.79	View chart
SPDR Equity Mutual F (XLK)	0.0	$539k		2.4k	229.10	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$526k	-6%	1.8k	293.69	View chart
First Solar Common Stock (FSLR)	0.0	$522k		2.7k	196.04	View chart
Altria Group Common Stock (MO)	0.0	$522k	-2%	11k	49.94	View chart
T-mobile Us Common Stock (TMUS)	0.0	$515k	-11%	2.2k	233.56	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$509k		2.7k	188.94	View chart
Autodesk Common Stock (ADSK)	0.0	$504k	-23%	1.8k	285.77	View chart
Penumbra Common Stock (PEN)	0.0	$502k	NEW	2.4k	206.55	View chart
Vanguard Equity Mutual F (VEU)	0.0	$501k		8.2k	60.90	View chart
SPDR Equity Mutual F (DIA)	0.0	$490k		1.2k	423.78	View chart
Ishares Equity Mutual F (IJH)	0.0	$487k	+26%	7.8k	62.46	View chart
Ishares Equity Mutual F (EFA)	0.0	$482k	-3%	6.0k	80.15	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$448k	+10%	3.3k	137.01	View chart
Oracle Corp Common Stock (ORCL)	0.0	$446k	-3%	2.6k	174.38	View chart
Xylem Common Stock (XYL)	0.0	$444k		3.4k	130.65	View chart
Phillips 66 Common Stock (PSX)	0.0	$422k		3.3k	128.49	View chart
Transdigm Group Common Stock (TDG)	0.0	$412k	+70%	306.00	1345.56	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$397k		1.1k	367.18	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$394k		312.00	1263.76	View chart
HP Common Stock (HPQ)	0.0	$389k	-6%	11k	36.47	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$365k		5.1k	71.40	View chart
BP Foreign Stock (BP)	0.0	$325k		10k	31.30	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$322k		4.9k	65.43	View chart
Kinsale Cap Group Common Stock (KNSL)	0.0	$321k		700.00	458.42	View chart
Verizon Common Stock (VZ)	0.0	$318k	-5%	7.6k	41.86	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$312k	+18%	660.00	471.91	View chart
Vanguard Equity Mutual F (VONG)	0.0	$306k		3.1k	98.12	View chart
Coupang Foreign Stock (CPNG)	0.0	$303k		12k	25.61	View chart
L3harris Technologies Common Stock (LHX)	0.0	$303k		1.2k	244.17	View chart
Ishares Equity Mutual F (IWS)	0.0	$298k		2.3k	132.02	View chart
Jacobs Solutions Common Stock (J)	0.0	$297k	+2%	2.1k	141.75	View chart
Vanguard Equity Mutual F (VONV)	0.0	$297k		3.5k	83.64	View chart
Te Foreign Stock	0.0	$295k	NEW	2.0k	150.99	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$295k		2.2k	135.75	View chart
Southern Common Stock (SO)	0.0	$290k		3.1k	93.61	View chart
Ishares Equity Mutual F (IJJ)	0.0	$287k	-8%	2.3k	124.45	View chart
Vanguard Equity Mutual F (VB)	0.0	$286k		1.2k	237.45	View chart
Yum! Brands Common Stock (YUM)	0.0	$282k		2.1k	133.16	View chart
Tradeweb Markets Common Stock (TW)	0.0	$281k	+1818%	2.1k	133.23	View chart
Occidental Petroleum Corp Common Stock (OXY)	0.0	$274k		5.3k	51.35	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$269k		5.0k	53.85	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 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
Loring Wolcott & Coolidge Fiduciary Advisors 2021 Q4 filed Feb. 14, 2022
Loring Wolcott & Coolidge Fiduciary Advisors 2021 Q3 filed Nov. 12, 2021
Loring Wolcott & Coolidge Fiduciary Advisors 2021 Q2 filed Aug. 13, 2021
Loring Wolcott & Coolidge Fiduciary Advisors 2021 Q1 filed April 14, 2021

View all past filings

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