Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, INTU, DHR, SYK, and represent 27.65% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: PH (+$19M), WEX (+$16M), EOG (+$8.5M), ASML (+$7.7M), PAYC (+$6.7M), LOW (+$6.3M), VEEV (+$5.3M), TMO, UHS, SEM.
Started 86 new stock positions in VBK, LNG, TTEK, IBMM, CACI, IXUS, OGE, SNY, EMBC, GWW.
Reduced shares in these 10 stocks: IQV (-$16M), SYK (-$10M), CRM (-$9.3M), MSFT (-$8.3M), DIS (-$7.6M), EW (-$5.1M), DG, MA, PYPL, NKE.
Sold out of its positions in AIZ, BNTX, BZAMF, CME, Canadian Pacific Railway, CDJM, CE, CPK, NET, COIN.
Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-5.5M.
Loring Wolcott & Coolidge Fiduciary Advisors has $9.4B in assets under management (AUM), dropping by 7.24%.
Central Index Key (CIK): 0000932974

Tip: Access up to 7 years of quarterly data

Positions held by Loring Wolcott Coolidge Fa consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 631 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 631 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors June 30, 2023 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.3	$683M		2.0M	340.54	View chart
Mastercard Common Stock (MA)	6.9	$643M		1.6M	393.30	View chart
Intuit Common Stock (INTU)	4.8	$453M		988k	458.19	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	4.4	$413M		1.7M	240.00	View chart
Stryker Corp Common Stock (SYK)	4.2	$396M	-2%	1.3M	305.09	View chart
Fiserv Common Stock (FI)	4.1	$381M		3.0M	126.15	View chart
Alphabet Common Stock (GOOGL)	3.9	$368M		3.1M	119.70	View chart
Apple Common Stock (AAPL)	3.4	$319M		1.6M	193.97	View chart
American Tower Corp Common Stock (AMT)	3.1	$291M		1.5M	193.94	View chart
Adobe Systems Common Stock (ADBE)	3.0	$285M		584k	488.99	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.9	$276M		529k	521.75	View chart
Amazon.com Common Stock (AMZN)	2.9	$276M		2.1M	130.36	View chart
Paycom Software Common Stock (PAYC)	2.4	$229M	+3%	713k	321.24	View chart
Tjx Companies Common Stock (TJX)	2.4	$223M		2.6M	84.79	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.3	$213M		1.0M	204.68	View chart
Abbott Laboratories Common Stock (ABT)	2.1	$194M		1.8M	109.02	View chart
Canadian National Railway Foreign Stock (CNI)	1.9	$179M		1.5M	121.07	View chart
Servicenow Common Stock (NOW)	1.9	$177M		315k	561.97	View chart
Eog Resources Common Stock (EOG)	1.8	$171M	+5%	1.5M	114.44	View chart
Visa Common Stock (V)	1.6	$150M		631k	237.48	View chart
Automatic Data Processing Common Stock (ADP)	1.6	$149M		679k	219.79	View chart
Wex Common Stock (WEX)	1.6	$149M	+12%	816k	182.07	View chart
Church & Dwight Common Stock (CHD)	1.6	$145M	-2%	1.4M	100.23	View chart
Costco Wholesale Corp Common Stock (COST)	1.5	$137M		254k	538.38	View chart
Roper Industries Common Stock (ROP)	1.3	$120M		249k	480.80	View chart
Trade Desk Common Stock (TTD)	1.2	$113M	-2%	1.5M	77.22	View chart
Nike Inc Class B Common Stock (NKE)	1.1	$107M	-3%	965k	110.37	View chart
Salesforce.com Common Stock (CRM)	1.1	$106M	-8%	501k	211.26	View chart
Starbucks Corp Common Stock (SBUX)	1.0	$97M		979k	99.06	View chart
Align Technology Common Stock (ALGN)	0.9	$86M		244k	353.64	View chart
Edwards Lifescience Corp Common Stock (EW)	0.9	$84M	-5%	885k	94.33	View chart
Home Depot Common Stock (HD)	0.8	$79M	-2%	253k	310.64	View chart
Idexx Labs Common Stock (IDXX)	0.8	$78M		155k	502.23	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.7	$68M	-2%	237k	286.98	View chart
Procter & Gamble Common Stock (PG)	0.7	$68M		448k	151.74	View chart
Lowes Companies Common Stock (LOW)	0.7	$66M	+10%	294k	225.70	View chart
Parker-hannifin Corp Common Stock (PH)	0.7	$62M	+44%	160k	390.04	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$61M		367k	165.52	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$61M		178k	341.00	View chart
Union Pacific Common Stock (UNP)	0.5	$51M		251k	204.62	View chart
Merck & Co Common Stock (MRK)	0.5	$50M		434k	115.39	View chart
O'reilly Automotive Common Stock (ORLY)	0.5	$50M		52k	955.30	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$50M	+2%	118k	423.02	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$49M	+3%	293k	165.63	View chart
Philip Morris International Common Stock (PM)	0.5	$47M		480k	97.62	View chart
Pepsico Common Stock (PEP)	0.5	$47M		252k	185.22	View chart
Paypal Holdings Common Stock (PYPL)	0.5	$45M	-8%	674k	66.73	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$45M		415k	107.25	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.5	$44M		637k	69.70	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$36M		120k	298.41	View chart
Accenture Foreign Stock (ACN)	0.4	$34M		111k	308.58	View chart
Analog Devices Corp Common Stock (ADI)	0.3	$32M	+6%	164k	194.81	View chart
Qualcomm Common Stock (QCOM)	0.3	$32M		267k	119.04	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.3	$30M	+34%	41k	724.75	View chart
Alphabet Common Stock (GOOG)	0.3	$26M		211k	120.97	View chart
Ecolab Common Stock (ECL)	0.2	$22M	-11%	118k	186.69	View chart
Iqvia Holdings Common Stock (IQV)	0.2	$21M	-42%	95k	224.77	View chart
Walt Disney Productions Common Stock (DIS)	0.2	$21M	-26%	238k	89.28	View chart
Cabot Corp Common Stock (CBT)	0.2	$19M		288k	66.89	View chart
Ross Stores Common Stock (ROST)	0.2	$17M		152k	112.13	View chart
Msci Common Stock (MSCI)	0.2	$16M		35k	469.28	View chart
Amgen Common Stock (AMGN)	0.2	$16M	-10%	71k	222.02	View chart
Watsco Common Stock (WSO)	0.1	$13M	+3%	35k	381.47	View chart
Veeva Systems Common Stock (VEEV)	0.1	$13M	+66%	67k	197.73	View chart
Chevron Corp Common Stock (CVX)	0.1	$13M	+13%	80k	157.35	View chart
Regeneron Phar Common Stock (REGN)	0.1	$12M	+31%	17k	718.54	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$10M		41k	250.16	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$9.6M	+3%	98k	97.96	View chart
Abbvie Common Stock (ABBV)	0.1	$8.8M		65k	134.73	View chart
Coca-cola Common Stock (KO)	0.1	$8.0M		133k	60.22	View chart
Rockwell Automation Common Stock (ROK)	0.1	$7.8M		24k	329.45	View chart
Colgate Palmolive Common Stock (CL)	0.1	$7.4M	-3%	96k	77.04	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$7.4M		25k	299.53	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.1	$7.4M	-6%	51k	145.44	View chart
Hannon Armstrong Sustainable Common Stock (HASI)	0.1	$6.8M	-3%	273k	25.00	View chart
Conocophillips Common Stock (COP)	0.1	$6.8M	+10%	66k	103.61	View chart
Honeywell Intl Common Stock (HON)	0.1	$6.5M		31k	207.50	View chart
Becton Dickinson Common Stock (BDX)	0.1	$6.3M	-3%	24k	264.01	View chart
Estee Lauder Companies Common Stock (EL)	0.1	$5.8M	+5%	29k	196.37	View chart
Tesla Motors Common Stock (TSLA)	0.1	$5.1M	-2%	20k	261.77	View chart
Zoetis Common Stock (ZTS)	0.1	$5.1M	+3%	29k	172.21	View chart
Generac Holdings Common Stock (GNRC)	0.1	$5.0M	-24%	34k	149.13	View chart
State Street Corp Common Stock (STT)	0.1	$5.0M	-29%	68k	73.18	View chart
Vanguard Equity Mutual F (VTI)	0.1	$4.8M	-10%	22k	220.28	View chart
Norfolk Southern Corp Common Stock (NSC)	0.1	$4.7M		21k	226.77	View chart
Cintas Corp Common Stock (CTAS)	0.1	$4.7M		9.5k	497.08	View chart
Wal-mart Stores Common Stock (WMT)	0.0	$4.4M	-5%	28k	157.18	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$4.1M	-3%	25k	167.33	View chart
Cisco Systems Common Stock (CSCO)	0.0	$4.1M	-3%	78k	51.74	View chart
Deere & Co Common Stock (DE)	0.0	$4.0M	+2%	10k	405.19	View chart
Paychex Common Stock (PAYX)	0.0	$3.8M	-2%	34k	111.87	View chart
SPDR Equity Mutual F (SPY)	0.0	$3.8M	+10%	8.5k	443.30	View chart
Unilever Foreign Stock (UL)	0.0	$3.5M	-9%	66k	52.13	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$3.4M		53k	63.95	View chart
Nextera Energy Common Stock (NEE)	0.0	$3.3M	-3%	45k	74.20	View chart
Universal Health Services Common Stock (UHS)	0.0	$3.1M	NEW	20k	157.77	View chart
Intel Corp Common Stock (INTC)	0.0	$3.1M	-22%	94k	33.44	View chart
Select Med Hldgs Corp Common Stock (SEM)	0.0	$3.1M	NEW	98k	31.86	View chart
Ishares Equity Mutual F (IWF)	0.0	$3.1M		11k	275.18	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.1M	-4%	8.9k	341.94	View chart
Pfizer Common Stock (PFE)	0.0	$2.9M	-4%	78k	36.68	View chart
Dupont De Nemours Common Stock (DD)	0.0	$2.8M	-2%	39k	71.44	View chart
Discover Financial Services Common Stock (DFS)	0.0	$2.8M		24k	116.85	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.7M		5.7k	478.91	View chart
Mccormick & Company Common Stock (MKC)	0.0	$2.7M		31k	87.23	View chart
Vanguard Equity Mutual F (VIG)	0.0	$2.7M		16k	162.43	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$2.6M		5.00	517810.00	View chart
The Hershey Company Common Stock (HSY)	0.0	$2.4M		9.5k	249.70	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$2.3M	+53%	13k	178.27	View chart
Cummins Common Stock (CMI)	0.0	$2.3M		9.5k	245.16	View chart
Sysco Corp Common Stock (SYY)	0.0	$2.2M	+12%	30k	74.20	View chart
Lilly Common Stock (LLY)	0.0	$2.2M	+12%	4.7k	468.98	View chart
Morgan Stanley Common Stock (MS)	0.0	$2.2M	-4%	25k	85.40	View chart
Dow Common Stock (DOW)	0.0	$2.0M	-3%	38k	53.26	View chart
Invesco Equity Mutual F (QQQ)	0.0	$2.0M	-4%	5.5k	369.42	View chart
Corteva Common Stock (CTVA)	0.0	$2.0M	-8%	34k	57.30	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.9M	-2%	6.7k	284.85	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$1.8M	+11%	3.8k	480.64	View chart
Factset Research Systems Common Stock (FDS)	0.0	$1.8M		4.5k	400.65	View chart
Broadcom Common Stock (AVGO)	0.0	$1.8M		2.1k	867.43	View chart
Vanguard Equity Mutual F (VEA)	0.0	$1.7M	-20%	37k	46.18	View chart
General Electric Common Stock (GE)	0.0	$1.7M	-2%	15k	109.85	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$1.7M		10k	161.83	View chart
S&p Global Common Stock (SPGI)	0.0	$1.7M		4.1k	400.89	View chart
Ishares Equity Mutual F (IVV)	0.0	$1.6M	-4%	3.6k	445.71	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$1.6M	-7%	12k	133.81	View chart
Texas Common Stock (TPL)	0.0	$1.5M	NEW	1.1k	1316.48	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.5M	+9%	9.5k	157.83	View chart
Ishares Equity Mutual F (IWO)	0.0	$1.5M	-18%	6.2k	242.66	View chart
Timken Common Stock (TKR)	0.0	$1.5M		16k	91.53	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$1.5M		7.7k	188.08	View chart
Chubb Foreign Stock (CB)	0.0	$1.4M		7.4k	192.56	View chart
Linde Foreign Stock (LIN)	0.0	$1.4M		3.7k	381.08	View chart
Boeing Common Stock (BA)	0.0	$1.4M	+3%	6.7k	211.16	View chart
General Mills Common Stock (GIS)	0.0	$1.4M	-2%	18k	76.70	View chart
Valmont Industries Common Stock (VMI)	0.0	$1.4M		4.8k	291.05	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$1.4M	+49%	1.1k	1311.64	View chart
Amcor Foreign Stock (AMCR)	0.0	$1.4M		138k	9.98	View chart
Diageo Foreign Stock (DEO)	0.0	$1.4M	-3%	7.9k	173.48	View chart
Target Corp Common Stock (TGT)	0.0	$1.4M	-2%	10k	131.90	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.4M	NEW	22k	60.38	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.4M	-14%	9.6k	140.79	View chart
American Water Works Common Stock (AWK)	0.0	$1.3M		9.1k	142.75	View chart
Fortive Corp Common Stock (FTV)	0.0	$1.3M	+8%	17k	74.77	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.3M		17k	72.94	View chart
Tyler Technologies Common Stock (TYL)	0.0	$1.2M	-19%	2.8k	416.47	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.1M		6.4k	175.98	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$1.1M	-2%	39k	28.69	View chart
Brown Forman Corp Common Stock (BF.B)	0.0	$1.1M		16k	66.78	View chart
Gilead Sciences Common Stock (GILD)	0.0	$1.1M		14k	77.07	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$1.1M	+52%	15k	69.13	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$1.1M	-7%	26k	41.55	View chart
American Express Common Stock (AXP)	0.0	$1.0M	-7%	5.8k	174.20	View chart
Enbridge Foreign Stock (ENB)	0.0	$996k		27k	37.15	View chart
United Parcel Service Common Stock (UPS)	0.0	$918k		5.1k	179.25	View chart
Vanguard Equity Mutual F (VTV)	0.0	$893k	+316%	6.3k	142.10	View chart
Mercadolibre Common Stock (MELI)	0.0	$883k		745.00	1184.60	View chart
Pacira Pharmaceuticals Common Stock (PCRX)	0.0	$882k	-28%	22k	40.07	View chart
Emerson Electric Common Stock (EMR)	0.0	$876k	-3%	9.7k	90.39	View chart
Booking Holdings Common Stock (BKNG)	0.0	$872k		323.00	2700.33	View chart
Novartis Foreign Stock (NVS)	0.0	$832k	-7%	8.2k	100.91	View chart
Equinix Common Stock (EQIX)	0.0	$828k	+2%	1.1k	783.94	View chart
Pioneer Natural Resources Common Stock (PXD)	0.0	$819k	+77%	4.0k	207.19	View chart
Illumina Common Stock (ILMN)	0.0	$809k	-20%	4.3k	187.49	View chart
Texas Instruments Common Stock (TXN)	0.0	$800k		4.4k	180.02	View chart
Moodys Corp Common Stock (MCO)	0.0	$771k	-15%	2.2k	347.72	View chart
Pool Corp Common Stock (POOL)	0.0	$759k	+3%	2.0k	374.64	View chart
Xcel Energy Common Stock (XEL)	0.0	$755k		12k	62.17	View chart
Ishares Equity Mutual F (IWM)	0.0	$750k		4.0k	187.27	View chart
Netflix Common Stock (NFLX)	0.0	$722k	+4%	1.6k	440.49	View chart
Diamondback Common Stock (FANG)	0.0	$710k	+8%	5.4k	131.38	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$709k		6.2k	113.91	View chart
Vanguard Equity Mutual F (VUG)	0.0	$703k	+4420%	2.5k	282.96	View chart
Ishares Equity Mutual F (IJR)	0.0	$701k	+20%	7.0k	99.65	View chart
Corning Common Stock (GLW)	0.0	$701k		20k	35.04	View chart
W P Carey Common Stock (WPC)	0.0	$699k		10k	67.56	View chart
Cigna Corporation Common Stock (CI)	0.0	$690k	-15%	2.5k	280.60	View chart
Cheniere Energy Common Stock (LNG)	0.0	$687k	NEW	4.5k	152.34	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$680k	-7%	318.00	2139.00	View chart
Agilent Technologies Common Stock (A)	0.0	$666k	-4%	5.5k	120.25	View chart
Fastenal Common Stock (FAST)	0.0	$663k		11k	58.99	View chart
T-mobile Us Common Stock (TMUS)	0.0	$637k	+164%	4.6k	138.90	View chart
Vanguard Bond Mutual Fun (BSV)	0.0	$620k	-9%	8.2k	75.57	View chart
Mckesson Corp Common Stock (MCK)	0.0	$619k		1.4k	427.31	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$616k	-6%	57k	10.88	View chart
Sherwin Williams Common Stock (SHW)	0.0	$616k	-16%	2.3k	265.52	View chart
Vanguard Equity Mutual F (VO)	0.0	$613k		2.8k	220.16	View chart
Simon Properties Group Common Stock (SPG)	0.0	$610k	-3%	5.3k	115.48	View chart
Donaldson Common Stock (DCI)	0.0	$596k		9.5k	62.51	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$589k	+9%	1.3k	470.60	View chart
Ishares Equity Mutual F (SHY)	0.0	$574k	-19%	7.1k	81.08	View chart
Dover Corp Common Stock (DOV)	0.0	$572k	+4%	3.9k	147.65	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$561k		13k	42.68	View chart
Ishares Equity Mutual F (IVE)	0.0	$558k	-27%	3.5k	161.19	View chart
Abm Industries Common Stock (ABM)	0.0	$549k		13k	42.65	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$545k		7.0k	78.35	View chart
Ford Motor Common Stock (F)	0.0	$541k	+3%	36k	15.13	View chart
Altria Group Common Stock (MO)	0.0	$541k	-4%	12k	45.30	View chart
Vanguard Equity Mutual F (VONV)	0.0	$541k		7.8k	69.21	View chart
Ishares Equity Mutual F (IJK)	0.0	$527k	-2%	7.0k	75.00	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$526k		2.1k	255.51	View chart
Balchem Corp Common Stock (BCPC)	0.0	$514k		3.8k	134.81	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$510k		3.7k	138.06	View chart
First Solar Common Stock (FSLR)	0.0	$507k		2.7k	190.09	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$504k	+6%	1.1k	455.82	View chart
Coterra Energy Common Stock (CTRA)	0.0	$504k	+563%	20k	25.30	View chart
Walgreens Boots Alliance Common Stock (WBA)	0.0	$497k		17k	28.49	View chart
Constellation Brands Cl A Common Stock (STZ)	0.0	$494k		2.0k	246.13	View chart
Vanguard Equity Mutual F (VEU)	0.0	$489k	-55%	9.0k	54.41	View chart
Aflac Common Stock (AFL)	0.0	$487k		7.0k	69.80	View chart
Invesco Equity Mutual F (RSP)	0.0	$483k	NEW	3.2k	149.64	View chart
Verizon Common Stock (VZ)	0.0	$480k	-17%	13k	37.19	View chart
Autodesk Common Stock (ADSK)	0.0	$474k		2.3k	204.61	View chart
Wheaton Common Stock (WPM)	0.0	$474k	NEW	11k	43.22	View chart
Canadian Pacific Kansas City Foreign Stock (CP)	0.0	$473k	NEW	5.9k	80.77	View chart
3m Company Common Stock (MMM)	0.0	$468k	-40%	4.7k	100.09	View chart
Ishares Equity Mutual F (SLV)	0.0	$462k	NEW	22k	20.89	View chart
Xylem Common Stock (XYL)	0.0	$447k		4.0k	112.62	View chart
SPDR Equity Mutual F (XLK)	0.0	$444k		2.6k	173.86	View chart
Vanguard Equity Mutual F (VONG)	0.0	$441k		6.2k	70.76	View chart
Bhp Group Foreign Stock (BHP)	0.0	$433k	NEW	7.3k	59.67	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$432k	NEW	5.3k	81.24	View chart
Phillips 66 Common Stock (PSX)	0.0	$419k	+22%	4.4k	95.37	View chart
Rio Tinto Foreign Stock (RIO)	0.0	$415k	+2067%	6.5k	63.84	View chart
Sabine Royalty Trust Common Stock (SBR)	0.0	$403k	+325%	6.1k	65.94	View chart
Tractor Supply Common Stock (TSCO)	0.0	$399k		1.8k	221.10	View chart
SPDR Equity Mutual F (DIA)	0.0	$397k		1.2k	343.85	View chart
Ishares Equity Mutual F (IJH)	0.0	$395k	-9%	1.5k	261.48	View chart
Ishares Equity Mutual F (EFA)	0.0	$394k	-59%	5.4k	72.50	View chart
Yum! Brands Common Stock (YUM)	0.0	$381k	-2%	2.7k	138.55	View chart
BP Foreign Stock (BP)	0.0	$374k		11k	35.29	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$373k		2.0k	189.94	View chart
Synopsys Common Stock (SNPS)	0.0	$370k		850.00	435.41	View chart
Permian Basin Royalty Trust Common Stock (PBT)	0.0	$366k	NEW	15k	24.93	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$365k	-7%	2.9k	125.95	View chart
The Chemours Company Common Stock (CC)	0.0	$357k	-3%	9.7k	36.89	View chart
HP Common Stock (HPQ)	0.0	$352k		12k	30.71	View chart
Vanguard Equity Mutual F (VOO)	0.0	$348k	+18%	855.00	407.28	View chart
Sunrun Common Stock (RUN)	0.0	$340k		19k	17.86	View chart
British American Tobacco Foreign Stock (BTI)	0.0	$330k		9.9k	33.20	View chart
Blackrock Common Stock (BLK)	0.0	$323k	-17%	467.00	691.14	View chart
Ishares Equity Mutual F (IJJ)	0.0	$322k	-2%	3.0k	107.13	View chart
Coupang Foreign Stock (CPNG)	0.0	$312k		18k	17.40	View chart
Occidental Petroleum Corp Common Stock (OXY)	0.0	$312k		5.3k	58.80	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$310k	+3%	6.2k	49.71	View chart
Schlumberger Foreign Stock (SLB)	0.0	$305k	+441%	6.2k	49.12	View chart
Hca Healthcare Common Stock (HCA)	0.0	$304k		1.0k	303.48	View chart
Public Storage Common Stock (PSA)	0.0	$303k		1.0k	291.88	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$300k		5.1k	58.84	View chart
Match Group Common Stock (MTCH)	0.0	$293k		7.0k	41.85	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 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
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q4 filed Jan. 14, 2021
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q3 filed Oct. 15, 2020
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q2 filed July 30, 2020
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q1 filed April 15, 2020
Loring Wolcott & Coolidge Fiduciary Advisors 2019 Q4 filed Jan. 22, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z