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 MA, MSFT, DHR, AMT, INTU, and represent 26.71% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
  • Added to shares of these 10 stocks: AAPL (+$170M), NOW (+$71M), EW (+$25M), COST (+$25M), FISV (+$18M), DG (+$5.1M), CRM, IWF, MRK, TSLA.
  • Started 30 new stock positions in EML, PAGS, IWD, IAC, BLV, IQI, ICSH, TREX, TIP, BNDX.
  • Reduced shares in these 10 stocks: WEX (-$15M), TJX (-$13M), MA (-$13M), CNI (-$11M), ADP (-$11M), ADI (-$8.6M), GOOG (-$8.3M), SBUX (-$6.0M), FRC (-$5.5M), JKHY.
  • Sold out of its positions in LNT, ALLY, AIZ, CRCQQ, CGC, CE, CFG, EMN, AJG, GWW.
  • Loring Wolcott & Coolidge Fiduciary Advisors was a net buyer of stock by $209M.
  • Loring Wolcott & Coolidge Fiduciary Advisors has $8.0B in assets under management (AUM), dropping by 9.90%.

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Companies in the Loring Wolcott & Coolidge Fiduciary Advisors portfolio as of the September 2020 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 596 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Common Stock (MA) 7.6 $602M -2% 1.8M 338.17
Microsoft Corp Common Stock (MSFT) 5.6 $443M 2.1M 210.33
Danaher Corp Shs Ben Int Common Stock (DHR) 4.9 $390M 1.8M 215.33
American Tower Corp Common Stock (AMT) 4.6 $363M 1.5M 241.73
Intuit Common Stock (INTU) 4.1 $329M 1.0M 326.21
Fiserv Common Stock (FISV) 3.9 $313M +5% 3.0M 103.05
Stryker Corp Common Stock (SYK) 3.5 $276M 1.3M 208.37
Amazon.com Common Stock (AMZN) 3.4 $273M 87k 3148.73
Paycom Software Common Stock (PAYC) 3.3 $262M 841k 311.30
Adobe Systems Common Stock (ADBE) 3.1 $246M 501k 490.43
Apple Common Stock (AAPL) 2.9 $228M +296% 2.0M 115.81
Tjx Companies Common Stock (TJX) 2.8 $224M -5% 4.0M 55.65
Alphabet Common Stock (GOOGL) 2.7 $214M 146k 1465.60
Abbott Laboratories Common Stock (ABT) 2.5 $199M 1.8M 108.83

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Canadian National Railway Foreign Stock (CNI) 2.3 $180M -5% 1.7M 106.46
Becton Dickinson Common Stock (BDX) 2.1 $169M 725k 232.68
Church & Dwight Common Stock (CHD) 2.1 $167M 1.8M 93.71
Automatic Data Processing Common Stock (ADP) 2.1 $166M -6% 1.2M 139.49
Salesforce.com Common Stock (CRM) 2.1 $164M +3% 651k 251.32
Visa Common Stock (V) 1.6 $131M 654k 199.97
Starbucks Corp Common Stock (SBUX) 1.5 $120M -4% 1.4M 85.92
Nxp Semiconductors Foreign Stock (NXPI) 1.5 $118M 944k 124.81
Nike Inc Class B Common Stock (NKE) 1.5 $117M 929k 125.54
Unilever Foreign Stock (UL) 1.4 $111M 1.8M 61.68
Facebook Common Stock (FB) 1.3 $101M 387k 261.90
Thermo Fisher Scientific Common Stock (TMO) 1.2 $98M 222k 441.52
Walt Disney Productions Common Stock (DIS) 1.2 $97M 785k 124.08
Servicenow Common Stock (NOW) 1.2 $94M +308% 194k 485.00
Roper Industries Common Stock (ROP) 1.1 $89M 225k 395.11
Trade Desk Common Stock (TTD) 1.1 $87M 167k 518.78
Ecolab Common Stock (ECL) 1.0 $81M 406k 199.84
Wex Common Stock (WEX) 1.0 $79M -16% 566k 138.97
Home Depot Common Stock (HD) 0.9 $73M 263k 277.71
Procter & Gamble Common Stock (PG) 0.9 $68M 491k 138.99
Edwards Lifescience Corp Common Stock (EW) 0.8 $66M +63% 822k 79.82
Idexx Labs Common Stock (IDXX) 0.7 $58M 148k 393.11
Johnson & Johnson Common Stock (JNJ) 0.7 $58M -2% 389k 148.88
Eog Resources Common Stock (EOG) 0.7 $57M +3% 1.6M 35.94
Hdfc Bank Ltd- Foreign Stock (HDB) 0.7 $55M -3% 1.1M 49.96
Union Pacific Common Stock (UNP) 0.6 $46M -4% 234k 196.87
Lowes Companies Common Stock (LOW) 0.5 $44M +4% 264k 165.86
Paypal Holdings Common Stock (PYPL) 0.5 $42M +4% 212k 197.03
Berkshire Hathaway Common Stock (BRK.B) 0.5 $40M -7% 189k 212.94
Iqvia Holdings Common Stock (IQV) 0.5 $37M +7% 235k 157.63
Philip Morris International Common Stock (PM) 0.5 $37M -8% 489k 74.99
Qualcomm Common Stock (QCOM) 0.4 $33M +3% 280k 117.68
Broadridge Financial Solutions Common Stock (BR) 0.4 $32M +5% 245k 132.00
Accenture Foreign Stock (ACN) 0.4 $31M 139k 225.99
Pepsico Common Stock (PEP) 0.4 $31M +6% 222k 138.60
Colgate Palmolive Common Stock (CL) 0.4 $31M -2% 396k 77.15
Mcdonalds Corp Common Stock (MCD) 0.4 $31M 139k 219.49
Costco Wholesale Corp Common Stock (COST) 0.4 $30M +469% 84k 355.00
Merck & Co Common Stock (MRK) 0.3 $24M +13% 293k 82.95
Jack Henry & Associates Common Stock (JKHY) 0.3 $24M -13% 147k 162.59
Align Technology Common Stock (ALGN) 0.3 $23M 70k 327.36
Amgen Common Stock (AMGN) 0.3 $20M 80k 254.16
Alphabet Common Stock (GOOG) 0.2 $20M -29% 13k 1469.63
Exxon Mobil Corp Common Stock (XOM) 0.2 $19M -9% 554k 34.33
Analog Devices Corp Common Stock (ADI) 0.2 $17M -33% 147k 116.74
Ross Stores Common Stock (ROST) 0.2 $17M -5% 181k 93.32
Msci Common Stock (MSCI) 0.2 $13M 36k 356.78
Fortive Corp Common Stock (FTV) 0.1 $12M -21% 153k 76.21
Veeva Systems Common Stock (VEEV) 0.1 $12M 41k 281.19
Cabot Corp Common Stock (CBT) 0.1 $11M 317k 36.03
Raytheon Technologies Corp Common Stock (RTX) 0.1 $11M -10% 190k 57.54
Illinois Tool Works Common Stock (ITW) 0.1 $9.6M 50k 193.20
Air Products & Chemicals Common Stock (APD) 0.1 $8.6M -3% 29k 297.88
Intel Corp Common Stock (INTC) 0.1 $8.0M -11% 154k 51.78
Abbvie Common Stock (ABBV) 0.1 $7.0M -3% 80k 87.59
Coca-cola Common Stock (KO) 0.1 $6.7M 135k 49.37
State Street Corp Common Stock (STT) 0.1 $6.7M -3% 112k 59.33
Estee Lauder Companies Common Stock (EL) 0.1 $6.6M 31k 218.26
Cintas Corp Common Stock (CTAS) 0.1 $6.1M 18k 332.82
Honeywell Intl Common Stock (HON) 0.1 $5.7M -5% 34k 164.61
Ishares Mutual Funds (IVV) 0.1 $5.6M -24% 17k 336.06
Amcor Foreign Stock (AMCR) 0.1 $5.5M -5% 494k 11.05
Dollar Gen Corp Common Stock (DG) 0.1 $5.1M +39190% 24k 209.61
Discovery Common Stock (DISCA) 0.1 $5.1M -27% 234k 21.77
Watsco Common Stock (WSO) 0.1 $5.0M 22k 232.88
Rockwell Automation Common Stock (ROK) 0.1 $5.0M 23k 220.66
Chevron Corp Common Stock (CVX) 0.1 $4.8M -4% 66k 72.00
Vanguard Mutual Funds (VTI) 0.1 $4.7M +22% 28k 170.30
3m Company Common Stock (MMM) 0.1 $4.7M -4% 30k 160.19
Abiomed Common Stock (ABMD) 0.1 $4.6M -2% 17k 277.08
Ishares Mutual Funds (IWF) 0.1 $4.4M NEW 21k 216.90
Jp Morgan Chase & Co Common Stock (JPM) 0.1 $4.3M -8% 45k 96.27
Wal-mart Stores Common Stock (WMT) 0.1 $4.2M 30k 139.90
Zoetis Common Stock (ZTS) 0.0 $3.9M +4% 23k 165.37
Mccormick & Company Common Stock (MKC) 0.0 $3.8M 20k 194.09
Nvidia Corp Common Stock (NVDA) 0.0 $3.7M 6.8k 541.25
Cisco Systems Common Stock (CSCO) 0.0 $3.7M -10% 93k 39.39
Paychex Common Stock (PAYX) 0.0 $3.6M -33% 45k 79.77
Bristol-myers Squibb Common Stock (BMY) 0.0 $3.5M -2% 58k 60.30
Tyler Technologies Common Stock (TYL) 0.0 $3.4M -4% 9.7k 348.60
Tesla Motors Common Stock (TSLA) 0.0 $3.3M +397% 7.7k 428.96
Brown Forman Corp Common Stock (BF.B) 0.0 $3.3M 44k 75.32
Norfolk Southern Corp Common Stock (NSC) 0.0 $3.3M 15k 213.96
Qualys Common Stock (QLYS) 0.0 $3.3M +11% 33k 98.03
First Republic Bank Common Stock (FRC) 0.0 $3.1M -63% 28k 109.06
SPDR Mutual Funds (SPY) 0.0 $2.9M +3% 8.6k 334.89
Ulta Beauty Common Stock (ULTA) 0.0 $2.8M -18% 12k 223.96
Invesco Mutual Funds (QQQ) 0.0 $2.5M +6% 9.2k 277.81
Ishares Mutual Funds (IWB) 0.0 $2.5M 13k 187.15
Biogen Idec Common Stock (BIIB) 0.0 $2.4M 8.3k 283.68
Deere & Co Common Stock (DE) 0.0 $2.3M -14% 10k 221.64
Pfizer Common Stock (PFE) 0.0 $2.3M -8% 62k 36.70
Intuitive Surgical Common Stock (ISRG) 0.0 $2.2M 3.2k 709.67
Everbridge Common Stock (EVBG) 0.0 $2.2M 18k 125.75
Cummins Common Stock (CMI) 0.0 $2.2M -11% 10k 211.16
Enbridge Foreign Stock (ENB) 0.0 $2.1M 74k 29.20
Illumina Common Stock (ILMN) 0.0 $2.0M -34% 6.6k 309.08
Novartis Foreign Stock (NVS) 0.0 $1.8M -3% 21k 86.95
O'reilly Automotive Common Stock (ORLY) 0.0 $1.8M -3% 4.0k 461.01
Conocophillips Common Stock (COP) 0.0 $1.8M -2% 55k 32.85
Target Corp Common Stock (TGT) 0.0 $1.8M 11k 157.44
General Mills Common Stock (GIS) 0.0 $1.8M 29k 61.67
Cvs Health Corp Common Stock (CVS) 0.0 $1.7M -49% 29k 58.39
Sysco Corp Common Stock (SYY) 0.0 $1.7M -4% 27k 62.23
Factset Research Systems Common Stock (FDS) 0.0 $1.6M 4.9k 334.91
Comcast Corp Common Stock (CMCSA) 0.0 $1.6M 35k 46.27
Nextera Energy Common Stock (NEE) 0.0 $1.6M +20% 5.8k 277.61
Ishares Mutual Funds (IWD) 0.0 $1.5M NEW 13k 118.14
Vanguard Mutual Funds (VIG) 0.0 $1.5M 11k 128.63
Diageo Foreign Stock (DEO) 0.0 $1.5M -19% 11k 137.62
Netflix Common Stock (NFLX) 0.0 $1.4M +6% 2.9k 500.00
Discover Financial Services Common Stock (DFS) 0.0 $1.4M +80% 24k 57.79
Glaxosmithkline Foreign Stock (GSK) 0.0 $1.4M +3677% 36k 37.65
Intl Business Machines Corp Common Stock (IBM) 0.0 $1.3M +4% 11k 121.65
Berkshire Hathaway Common Stock (BRK.A) 0.0 $1.3M 4.00 320000.00
Unilever Nv Foreign Stock (UN) 0.0 $1.3M 21k 60.40
Walgreens Boots Alliance Common Stock (WBA) 0.0 $1.3M -22% 35k 35.92
Morgan Stanley Common Stock (MS) 0.0 $1.2M +46175% 25k 48.34
Trex Company Common Stock (TREX) 0.0 $1.2M NEW 17k 71.60
Dover Corp Common Stock (DOV) 0.0 $1.2M -5% 11k 108.37
S&p Global Common Stock (SPGI) 0.0 $1.1M +11% 3.2k 360.67
SPDR Mutual Funds (MDY) 0.0 $1.1M +35% 3.2k 338.98
Ihs Markit Foreign Stock (INFO) 0.0 $1.1M -7% 14k 78.53
Gilead Sciences Common Stock (GILD) 0.0 $1.1M +2% 17k 63.19
Alibaba Group Common Stock (BABA) 0.0 $1.0M 3.5k 294.10
Bank Of America Corp Common Stock (BAC) 0.0 $1.0M -6% 43k 24.08
Ishares Mutual Funds (EFA) 0.0 $1.0M 16k 63.64
Sea Common Stock (SE) 0.0 $990k 6.4k 154.00
Wells Fargo & Co Common Stock (WFC) 0.0 $987k -12% 42k 23.52
American Express Common Stock (AXP) 0.0 $977k 9.7k 100.23
Ishares Mutual Funds (IWM) 0.0 $965k +104% 6.4k 149.73
Marsh & Mclennan Common Stock (MMC) 0.0 $955k 8.3k 114.69
Mondelez International Common Stock (MDLZ) 0.0 $947k -5% 17k 57.45
Vanguard Mutual Funds (VOO) 0.0 $932k +47% 3.0k 307.79
Dupont De Nemours Common Stock (DD) 0.0 $909k -3% 16k 55.50
Chubb Foreign Stock (CB) 0.0 $887k +34% 7.6k 116.15
Boeing Common Stock (BA) 0.0 $878k -5% 5.3k 165.25
Timken Common Stock (TKR) 0.0 $868k 16k 54.25
Corning Common Stock (GLW) 0.0 $865k -6% 27k 32.42
Valmont Industries Common Stock (VMI) 0.0 $847k 6.8k 124.19
Altria Group Common Stock (MO) 0.0 $828k -2% 21k 38.62
Novo-nordisk A/s Foreign Stock (NVO) 0.0 $826k 12k 69.41
Booking Holdings Common Stock (BKNG) 0.0 $789k -20% 461.00 1711.50
Xcel Energy Common Stock (XEL) 0.0 $788k 11k 68.99
Unitedhealth Group Common Stock (UNH) 0.0 $787k -8% 2.5k 311.81
Match Group Common Stock (MTCH) 0.0 $785k NEW 7.1k 110.59
Cabot Microelectronics Common Stock 0.0 $772k 5.4k 142.78
Mercadolibre Common Stock (MELI) 0.0 $758k 700.00 1082.86
Moodys Corp Common Stock (MCO) 0.0 $751k 2.6k 289.74
Mettler Toledo Intl Common Stock (MTD) 0.0 $734k 760.00 965.79
Balchem Corp Common Stock (BCPC) 0.0 $716k 7.3k 97.68
Dow Common Stock (DOW) 0.0 $715k -3% 15k 47.08
Brookline Bancorp Common Stock (BRKL) 0.0 $708k -21% 82k 8.64
Verizon Common Stock (VZ) 0.0 $669k -10% 11k 59.53
W P Carey Common Stock (WPC) 0.0 $652k 10k 65.20
Kansas City Southern Corp Common Stock (KSU) 0.0 $651k 3.6k 180.83
General Electric Common Stock (GE) 0.0 $644k +15% 103k 6.23
Constellation Brands Cl A Common Stock (STZ) 0.0 $636k +3% 3.4k 189.40
Pnc Financial Corp Common Stock (PNC) 0.0 $621k -3% 5.6k 109.95
Fastenal Common Stock (FAST) 0.0 $615k -8% 14k 45.05
Pool Corp Common Stock (POOL) 0.0 $602k 1.8k 334.44
Carrier Global Corp Common Stock (CARR) 0.0 $598k -82% 20k 30.52
Ishares Mutual Funds (EEM) 0.0 $594k +34% 14k 44.10
Otis Worldwide Corporation Common Stock (OTIS) 0.0 $579k -83% 9.3k 62.43
Ishares Mutual Funds (EFG) 0.0 $575k NEW 6.4k 89.94
Vanguard Mutual Funds (VWO) 0.0 $562k +156% 13k 43.24
Equinix Common Stock (EQIX) 0.0 $552k +120% 726.00 760.33
Stanley Black & Decker Common Stock (SWK) 0.0 $543k 3.4k 162.09
Lilly Common Stock (LLY) 0.0 $543k 3.7k 147.96
Boston Beer Company Common Stock (SAM) 0.0 $542k 614.00 882.74
Cigna Corporation Common Stock (CI) 0.0 $541k -13% 3.2k 169.38
Lindblad Expeditions Holdings Common Stock (LIND) 0.0 $505k 59k 8.52
Ishares Mutual Funds (IJR) 0.0 $502k -13% 7.1k 70.27
Linde Foreign Stock (LIN) 0.0 $497k +33% 2.1k 238.03
Ishares Mutual Funds (IWO) 0.0 $486k +4290% 2.2k 221.41
Sherwin Williams Common Stock (SHW) 0.0 $481k +12% 691.00 696.09
Zimmer Holdings Common Stock (ZBH) 0.0 $481k 3.5k 136.22
United Parcel Service Common Stock (UPS) 0.0 $479k 2.9k 166.61
Spdr Gold Trust Mutual Funds (GLD) 0.0 $474k 2.7k 177.06
Parker-hannifin Corp Common Stock (PH) 0.0 $473k -9% 2.3k 202.14
Abm Industries Common Stock (ABM) 0.0 $472k 13k 36.65
Emerson Electric Common Stock (EMR) 0.0 $465k -14% 7.1k 65.54
Royal Dutch Shell Foreign Stock (RDS.A) 0.0 $464k -6% 18k 25.16
Dominion Energy Common Stock (D) 0.0 $460k -12% 5.8k 78.93
Kimberly-clark Corp Common Stock (KMB) 0.0 $453k -6% 3.1k 147.61
V F Corporation Common Stock (VFC) 0.0 $448k 6.4k 70.21
Ishares Mutual Funds (IJH) 0.0 $444k +60% 2.4k 185.15
SPDR Mutual Funds (DIA) 0.0 $444k 1.6k 277.50
Donaldson Common Stock (DCI) 0.0 $443k 9.5k 46.47
Us Bancorp Common Stock (USB) 0.0 $432k -9% 12k 35.83
Monro Muffler & Brake Common Stock (MNRO) 0.0 $432k 11k 40.54
Lamar Advertising Common Stock (LAMR) 0.0 $425k -3% 6.4k 66.15
Twilio Common Stock (TWLO) 0.0 $421k 1.7k 246.92
British American Tobacco Foreign Stock (BTI) 0.0 $418k 12k 36.11
Carmax Common Stock (KMX) 0.0 $415k 4.5k 91.98
Vanguard Mutual Funds (VEU) 0.0 $410k 8.1k 50.46
Vanguard Mutual Funds (VEA) 0.0 $409k +603% 10k 40.92
Simon Properties Group Common Stock (SPG) 0.0 $407k 6.3k 64.61
At&t Common Stock (T) 0.0 $405k +11% 14k 28.54
Agnico Eagle Mines Foreign Stock (AEM) 0.0 $390k 4.9k 79.59
Cme Group Common Stock (CME) 0.0 $387k -12% 2.3k 167.32
SPDR Mutual Funds (XLK) 0.0 $385k 3.3k 116.67
Northern Trust Corp Common Stock (NTRS) 0.0 $375k 4.8k 77.93
Ishares Mutual Funds (SCZ) 0.0 $366k NEW 6.2k 59.05
Northrop Grumman Corp Common Stock (NOC) 0.0 $359k 1.1k 315.19
Corteva Common Stock (CTVA) 0.0 $358k 12k 28.78
Lululemon Athletica Common Stock (LULU) 0.0 $354k 1.1k 329.30
Xylem Common Stock (XYL) 0.0 $354k -9% 4.2k 84.09
Aflac Common Stock (AFL) 0.0 $338k 9.3k 36.33
Vanguard Mutual Funds (VCR) 0.0 $328k 1.4k 234.29
Caterpillar Common Stock (CAT) 0.0 $318k -31% 2.1k 149.30
Chipotle Mexican Grill Common Stock (CMG) 0.0 $315k 253.00 1245.06
Fidelity Natl Information Svcs Common Stock (FIS) 0.0 $313k 2.1k 147.16
Invesco Bond Mutual Fun (IQI) 0.0 $309k NEW 25k 12.36
Fedex Corp Common Stock (FDX) 0.0 $305k -9% 1.2k 251.24
Q2 HLDGS Common Stock (QTWO) 0.0 $304k 3.3k 91.29
Janus Henderson Short Duration Bond Mutual Fun (VNLA) 0.0 $300k 6.0k 50.32
Crown Castle Intl Corp Common Stock (CCI) 0.0 $297k +3% 1.8k 166.57
Alnylam Pharmaceuticals Common Stock (ALNY) 0.0 $295k 2.0k 145.68
American Water Works Common Stock (AWK) 0.0 $294k 2.0k 144.69
Broadcom Common Stock (AVGO) 0.0 $293k 805.00 363.98
Medtronic Foreign Stock (MDT) 0.0 $291k 2.8k 103.93
Cognizant Technology Solutions Common Stock (CTSH) 0.0 $289k -9% 4.2k 69.47
Nextera Energy Partners Common Stock (NEP) 0.0 $284k +21% 4.7k 59.92
Blackrock Common Stock (BLK) 0.0 $277k 492.00 563.01
Netease Foreign Stock (NTES) 0.0 $273k 600.00 455.00
Smucker J M Common Stock (SJM) 0.0 $270k 2.3k 115.53
HP Common Stock (HPQ) 0.0 $264k 14k 19.00
Ishares Mutual Funds (IWN) 0.0 $260k +11795% 2.6k 99.35
Amphenol Corp Common Stock (APH) 0.0 $260k 2.4k 108.33
Vertex Pharmaceuticals Common Stock (VRTX) 0.0 $254k 935.00 271.66
Baidu.com Foreign Stock (BIDU) 0.0 $249k 2.0k 126.72
Autodesk Common Stock (ADSK) 0.0 $249k +13% 1.1k 230.56
Te Connectivity Foreign Stock (TEL) 0.0 $246k 2.5k 97.66
Insulet Corp Common Stock (PODD) 0.0 $237k 1.0k 237.00
Diamondback Common Stock (FANG) 0.0 $229k 7.6k 30.13

Past Filings by Loring Wolcott & Coolidge Fiduciary Advisors

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

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