Loring Wolcott Coolidge Fa

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

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 611 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 611 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stock (MSFT) 6.3 $482M 2.1M 232.90
Mastercard Common Stock (MA) 6.2 $477M 1.7M 284.34
Danaher Corp Shs Ben Int Common Stock (DHR) 5.9 $451M 1.7M 258.29
Intuit Common Stock (INTU) 5.0 $384M 991k 387.32
American Tower Corp Common Stock (AMT) 4.2 $321M 1.5M 214.70
Alphabet Common Stock (GOOGL) 3.8 $291M +1913% 3.0M 95.65
Fiserv Common Stock (FISV) 3.6 $279M 3.0M 93.57
Stryker Corp Common Stock (SYK) 3.6 $275M 1.4M 202.54
Thermo Fisher Scientific Common Stock (TMO) 3.4 $261M 515k 507.19
Apple Common Stock (AAPL) 3.1 $235M 1.7M 138.20
Amazon.com Common Stock (AMZN) 3.0 $234M 2.1M 113.00
Paycom Software Common Stock (PAYC) 3.0 $233M 707k 329.99
Abbott Laboratories Common Stock (ABT) 2.3 $174M 1.8M 96.76
Tjx Companies Common Stock (TJX) 2.2 $170M 2.7M 62.12

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Canadian National Railway Foreign Stock (CNI) 2.1 $160M 1.5M 107.99
Adobe Systems Common Stock (ADBE) 2.0 $157M 569k 275.20
Automatic Data Processing Common Stock (ADP) 2.0 $156M 692k 226.19
Nxp Semiconductors Foreign Stock (NXPI) 2.0 $155M 1.1M 147.51
Eog Resources Common Stock (EOG) 2.0 $154M +2% 1.4M 111.73
Servicenow Common Stock (NOW) 1.7 $134M 354k 377.61
Costco Wholesale Corp Common Stock (COST) 1.5 $117M +2% 248k 472.27
Visa Common Stock (V) 1.5 $115M 645k 177.65
Church & Dwight Common Stock (CHD) 1.4 $107M 1.5M 71.44
Salesforce.com Common Stock (CRM) 1.2 $94M -5% 650k 143.84
Trade Desk Common Stock (TTD) 1.2 $91M 1.5M 59.75
Roper Industries Common Stock (ROP) 1.2 $91M 253k 359.64
Nike Inc Class B Common Stock (NKE) 1.2 $91M 1.1M 83.12
Starbucks Corp Common Stock (SBUX) 1.1 $87M -4% 1.0M 84.26
Edwards Lifescience Corp Common Stock (EW) 1.1 $81M 980k 82.63
Paypal Holdings Common Stock (PYPL) 1.0 $78M -13% 911k 86.07
Home Depot Common Stock (HD) 0.9 $71M 258k 275.94
Iqvia Holdings Common Stock (IQV) 0.8 $63M 345k 181.14
Johnson & Johnson Common Stock (JNJ) 0.8 $59M 362k 163.36
Procter & Gamble Common Stock (PG) 0.7 $57M 455k 126.25
Meta Platforms Inc Cl A Common Stock (META) 0.7 $57M -3% 421k 135.68
Walt Disney Productions Common Stock (DIS) 0.7 $56M -22% 598k 94.33
Lowes Companies Common Stock (LOW) 0.7 $55M 292k 187.81
Wex Common Stock (WEX) 0.7 $54M +9% 426k 126.94
Idexx Labs Common Stock (IDXX) 0.6 $50M 153k 325.80
Align Technology Common Stock (ALGN) 0.6 $48M +11% 234k 207.11
Berkshire Hathaway Common Stock (BRK.B) 0.6 $46M 173k 267.02
Union Pacific Common Stock (UNP) 0.6 $43M +2% 219k 194.82
Pepsico Common Stock (PEP) 0.5 $41M 253k 163.26
Philip Morris International Common Stock (PM) 0.5 $40M 477k 83.01
Hdfc Bank Ltd- Foreign Stock (HDB) 0.5 $38M -10% 654k 58.42
Merck & Co Common Stock (MRK) 0.5 $38M 443k 86.12
Broadridge Financial Solutions Common Stock (BR) 0.5 $38M +10% 264k 144.32
Exxon Mobil Corp Common Stock (XOM) 0.5 $37M 426k 87.31
O'reilly Automotive Common Stock (ORLY) 0.5 $37M 53k 703.35
Qualcomm Common Stock (QCOM) 0.4 $30M 267k 112.98
Accenture Foreign Stock (ACN) 0.4 $30M 115k 257.30
Mcdonalds Corp Common Stock (MCD) 0.4 $28M 122k 230.74
Ecolab Common Stock (ECL) 0.3 $22M -8% 151k 144.42
Alphabet Common Stock (GOOG) 0.3 $22M +1888% 223k 96.15
Analog Devices Corp Common Stock (ADI) 0.3 $21M 154k 139.34
Amgen Common Stock (AMGN) 0.3 $21M 93k 225.40
Cabot Corp Common Stock (CBT) 0.2 $19M 289k 63.89
Generac Holdings Common Stock (GNRC) 0.2 $18M +7% 101k 178.14
Msci Common Stock (MSCI) 0.2 $15M 35k 421.79
Becton Dickinson Common Stock (BDX) 0.2 $13M -13% 56k 222.83
Ross Stores Common Stock (ROST) 0.2 $12M 147k 84.27
Hannon Armstrong Sustainable Common Stock (HASI) 0.2 $12M -62% 409k 29.93
Nvidia Corp Common Stock (NVDA) 0.2 $12M +101% 100k 121.39
Chevron Corp Common Stock (CVX) 0.1 $10M 71k 143.66
Dollar Gen Corp Common Stock (DG) 0.1 $9.5M -8% 40k 239.85
Abbvie Common Stock (ABBV) 0.1 $9.0M 67k 134.20
Regeneron Phar Common Stock (REGN) 0.1 $8.2M +8% 12k 688.87
Illinois Tool Works Common Stock (ITW) 0.1 $7.5M -2% 42k 180.64
Raytheon Technologies Corp Common Stock (RTX) 0.1 $7.5M 91k 81.86
Coca-cola Common Stock (KO) 0.1 $7.4M 133k 56.02
Colgate Palmolive Common Stock (CL) 0.1 $7.1M -2% 102k 70.25
State Street Corp Common Stock (STT) 0.1 $7.0M 115k 60.81
Asm Lithography Hldg N V Foreign Stock (ASML) 0.1 $6.9M -7% 17k 415.36
Watsco Common Stock (WSO) 0.1 $6.9M +5% 27k 257.45
Veeva Systems Common Stock (VEEV) 0.1 $6.7M 41k 164.87
Jp Morgan Chase & Co Common Stock (JPM) 0.1 $6.0M 58k 104.50
Estee Lauder Companies Common Stock (EL) 0.1 $5.9M 28k 215.89
Air Products & Chemicals Common Stock (APD) 0.1 $5.9M 25k 232.74
Conocophillips Common Stock (COP) 0.1 $5.5M 54k 102.35
Tesla Motors Common Stock (TSLA) 0.1 $5.5M +192% 21k 265.26
Honeywell Intl Common Stock (HON) 0.1 $5.1M 31k 166.98
Rockwell Automation Common Stock (ROK) 0.1 $5.1M 24k 215.11
Jack Henry & Associates Common Stock (JKHY) 0.1 $4.7M -3% 26k 182.28
Zoetis Common Stock (ZTS) 0.1 $4.2M 29k 148.29
Norfolk Southern Corp Common Stock (NSC) 0.1 $4.1M 20k 209.64
Paychex Common Stock (PAYX) 0.1 $4.1M -9% 36k 112.22
Bristol-myers Squibb Common Stock (BMY) 0.1 $3.9M 55k 71.10
Wal-mart Stores Common Stock (WMT) 0.1 $3.9M 30k 129.69
Abiomed Common Stock (ABMD) 0.1 $3.9M 16k 245.64
Cintas Corp Common Stock (CTAS) 0.0 $3.8M 9.7k 388.18
Pfizer Common Stock (PFE) 0.0 $3.5M 81k 43.77
Unilever Foreign Stock (UL) 0.0 $3.4M 78k 43.84
Cisco Systems Common Stock (CSCO) 0.0 $3.3M -13% 83k 40.00
Intel Corp Common Stock (INTC) 0.0 $3.3M -4% 128k 25.77
Nextera Energy Common Stock (NEE) 0.0 $3.2M 41k 78.40
Deere & Co Common Stock (DE) 0.0 $3.2M 9.5k 333.89
Ishares Equity Mutual F (IWF) 0.0 $3.1M 15k 210.41
Vanguard Equity Mutual F (VTI) 0.0 $3.0M 17k 179.47
SPDR Equity Mutual F (SPY) 0.0 $2.9M 8.2k 357.19
Pacira Pharmaceuticals Common Stock (PCRX) 0.0 $2.7M 51k 53.20
First Republic Bank Common Stock (FRC) 0.0 $2.5M 19k 130.54
Mccormick & Company Common Stock (MKC) 0.0 $2.5M 35k 71.26
Berkshire Hathaway Common Stock (BRK.A) 0.0 $2.4M 6.00 406500.00
Corteva Common Stock (CTVA) 0.0 $2.4M -2% 41k 57.15
Morgan Stanley Common Stock (MS) 0.0 $2.2M 28k 79.00
Discover Financial Services Common Stock (DFS) 0.0 $2.2M 24k 90.92
Dupont De Nemours Common Stock (DD) 0.0 $2.1M 42k 50.41
The Hershey Company Common Stock (HSY) 0.0 $2.1M 9.5k 220.46
Unitedhealth Group Common Stock (UNH) 0.0 $2.0M -2% 3.9k 505.09
Cummins Common Stock (CMI) 0.0 $2.0M 9.6k 203.55
Biogen Idec Common Stock (BIIB) 0.0 $1.9M 7.3k 266.98
Factset Research Systems Common Stock (FDS) 0.0 $1.8M 4.5k 400.00
Dow Common Stock (DOW) 0.0 $1.7M 40k 43.92
Intuitive Surgical Common Stock (ISRG) 0.0 $1.7M 9.2k 187.40
Sysco Corp Common Stock (SYY) 0.0 $1.7M 24k 70.72
Vanguard Equity Mutual F (VEA) 0.0 $1.7M -4% 46k 36.36
SPDR Equity Mutual F (MDY) 0.0 $1.6M 4.0k 401.74
Ishares Equity Mutual F (IWO) 0.0 $1.6M -4% 7.8k 206.55
Target Corp Common Stock (TGT) 0.0 $1.6M -2% 11k 148.44
Invesco Equity Mutual F (QQQ) 0.0 $1.6M 5.8k 267.26
3m Company Common Stock (MMM) 0.0 $1.5M -10% 14k 110.54
Amcor Foreign Stock (AMCR) 0.0 $1.5M 142k 10.73
Intl Business Machines Corp Common Stock (IBM) 0.0 $1.5M -2% 13k 118.84
Bank Of America Corp Common Stock (BAC) 0.0 $1.5M 49k 30.21
General Mills Common Stock (GIS) 0.0 $1.5M 19k 76.63
Ishares Equity Mutual F (IWN) 0.0 $1.5M 12k 128.90
Valmont Industries Common Stock (VMI) 0.0 $1.5M -14% 5.5k 268.56
S&p Global Common Stock (SPGI) 0.0 $1.4M 4.7k 305.31
Ishares Equity Mutual F (IWD) 0.0 $1.4M 11k 136.00
Diageo Foreign Stock (DEO) 0.0 $1.4M 8.3k 169.78
Lilly Common Stock (LLY) 0.0 $1.4M +8% 4.3k 323.32
Ishares Equity Mutual F (IVV) 0.0 $1.4M 3.8k 358.75
Illumina Common Stock (ILMN) 0.0 $1.4M +9% 7.1k 190.83
Chubb Foreign Stock (CB) 0.0 $1.3M 7.3k 181.83
Marsh & Mclennan Common Stock (MMC) 0.0 $1.2M 8.3k 149.27
Tyler Technologies Common Stock (TYL) 0.0 $1.2M -18% 3.5k 347.38
Vanguard Equity Mutual F (VIG) 0.0 $1.2M 8.7k 135.13
Comcast Corp Common Stock (CMCSA) 0.0 $1.2M -2% 39k 29.33
Royal Dutch Shell Common Stock (SHEL) 0.0 $1.1M 23k 49.77
Snowflake Inc Cl A Common Stock (SNOW) 0.0 $1.1M -27% 6.4k 169.91
Novo-nordisk A/s Foreign Stock (NVO) 0.0 $1.1M 11k 99.64
Brown Forman Corp Common Stock (BF.B) 0.0 $1.1M 16k 66.56
Gilead Sciences Common Stock (GILD) 0.0 $1.1M 17k 61.68
Enbridge Foreign Stock (ENB) 0.0 $1.1M -14% 28k 37.09
United Parcel Service Common Stock (UPS) 0.0 $993k 6.1k 161.57
Linde Foreign Stock (LIN) 0.0 $992k 3.7k 269.71
Mettler Toledo Intl Common Stock (MTD) 0.0 $992k 915.00 1084.15
Cvs Health Corp Common Stock (CVS) 0.0 $964k -2% 10k 95.32
General Electric Common Stock (GE) 0.0 $954k 15k 61.92
Mondelez International Common Stock (MDLZ) 0.0 $950k 17k 54.81
Timken Common Stock (TKR) 0.0 $945k 16k 59.06
Broadcom Common Stock (AVGO) 0.0 $921k 2.1k 443.86
American Express Common Stock (AXP) 0.0 $912k -20% 6.8k 134.93
Wells Fargo & Co Common Stock (WFC) 0.0 $908k -2% 23k 40.24
Ishares Equity Mutual F (IEF) 0.0 $862k 9.0k 95.95
Fortive Corp Common Stock (FTV) 0.0 $847k -2% 15k 58.33
Altria Group Common Stock (MO) 0.0 $835k 21k 40.36
Moodys Corp Common Stock (MCO) 0.0 $807k -7% 3.3k 243.15
Boeing Common Stock (BA) 0.0 $785k -2% 6.5k 121.07
Novartis Foreign Stock (NVS) 0.0 $764k -8% 10k 76.06
Ishares Equity Mutual F (EFA) 0.0 $751k -3% 13k 56.04
Verizon Common Stock (VZ) 0.0 $744k 20k 37.96
Sherwin Williams Common Stock (SHW) 0.0 $738k 3.6k 204.77
Ishares Equity Mutual F (AGG) 0.0 $733k 7.6k 96.32
W P Carey Common Stock (WPC) 0.0 $722k 10k 69.76
Ishares Equity Mutual F (SHY) 0.0 $717k 8.8k 81.16
Agilent Technologies Common Stock (A) 0.0 $716k 5.9k 121.56
Walgreens Boots Alliance Common Stock (WBA) 0.0 $714k -9% 23k 31.39
Pnc Financial Corp Common Stock (PNC) 0.0 $712k -5% 4.8k 149.49
Emerson Electric Common Stock (EMR) 0.0 $711k 9.7k 73.25
Texas Instruments Common Stock (TXN) 0.0 $688k 4.4k 154.71
Xcel Energy Common Stock (XEL) 0.0 $681k -5% 11k 63.96
Vanguard Bond Mutual Fun (BSV) 0.0 $678k 9.1k 74.78
Cigna Corporation Common Stock (CI) 0.0 $671k -10% 2.4k 277.39
Ishares Equity Mutual F (IVE) 0.0 $667k 5.2k 128.52
Diamondback Common Stock (FANG) 0.0 $663k 5.5k 120.55
Ishares Equity Mutual F (IWM) 0.0 $661k 4.0k 164.96
Dover Corp Common Stock (DOV) 0.0 $649k 5.6k 116.62
Equinix Common Stock (EQIX) 0.0 $648k 1.1k 568.92
Chipotle Mexican Grill Common Stock (CMG) 0.0 $643k +3% 428.00 1502.34
Trex Company Common Stock (TREX) 0.0 $638k -88% 15k 43.91
Mercadolibre Common Stock (MELI) 0.0 $625k 755.00 827.81
Booking Holdings Common Stock (BKNG) 0.0 $608k 370.00 1643.24
Corning Common Stock (GLW) 0.0 $604k 21k 29.02
Ishares Equity Mutual F (IGV) 0.0 $595k NEW 2.4k 250.00
Ishares Equity Mutual F (IJR) 0.0 $592k -9% 6.8k 87.23
Pool Corp Common Stock (POOL) 0.0 $573k -5% 1.8k 318.33
Simon Properties Group Common Stock (SPG) 0.0 $565k 6.3k 89.70
Qualys Common Stock (QLYS) 0.0 $565k -17% 4.1k 139.40
Medtronic Foreign Stock (MDT) 0.0 $562k -7% 7.0k 80.81
Spdr Gold Trust Equity Mutual F (GLD) 0.0 $561k 3.6k 154.67
Parker-hannifin Corp Common Stock (PH) 0.0 $550k 2.3k 242.50
Donaldson Common Stock (DCI) 0.0 $544k 11k 49.04
Fastenal Common Stock (FAST) 0.0 $517k 11k 46.02
Ishares Equity Mutual F (IJK) 0.0 $513k 8.1k 62.99
Northrop Grumman Corp Common Stock (NOC) 0.0 $513k 1.1k 470.64
Sunrun Common Stock (RUN) 0.0 $500k 18k 27.61
Ishares Equity Mutual F (IEMG) 0.0 $499k -47% 12k 42.95
Abm Industries Common Stock (ABM) 0.0 $492k 13k 38.20
Mckesson Corp Common Stock (MCK) 0.0 $492k 1.4k 339.54
Kimberly-clark Corp Common Stock (KMB) 0.0 $491k 4.4k 112.56
Pioneer Natural Resources Common Stock (PXD) 0.0 $483k -2% 2.2k 216.59
Ishares Equity Mutual F (IVW) 0.0 $481k 8.3k 57.86
Vanguard Equity Mutual F (VONV) 0.0 $466k +23% 7.8k 59.63
Balchem Corp Common Stock (BCPC) 0.0 $464k 3.8k 121.63
Constellation Brands Cl A Common Stock (STZ) 0.0 $461k -15% 2.0k 229.93
Vanguard Equity Mutual F (VOO) 0.0 $455k 1.4k 328.28
At&t Common Stock (T) 0.0 $446k -7% 29k 15.34
Vanguard Equity Mutual F (ESGV) 0.0 $437k 7.0k 62.88
Northern Trust Corp Common Stock (NTRS) 0.0 $435k 5.1k 85.51
Entegris Common Stock (ENTG) 0.0 $425k +5238% 5.1k 82.93
Us Bancorp Common Stock (USB) 0.0 $417k -11% 10k 40.32
Autodesk Common Stock (ADSK) 0.0 $413k 2.2k 186.96
Lindblad Expeditions Holdings Common Stock (LIND) 0.0 $410k 61k 6.77
Dominion Energy Common Stock (D) 0.0 $403k -8% 5.8k 69.04
Everbridge Common Stock (EVBG) 0.0 $396k 13k 30.87
Advance Micro Devices Common Stock (AMD) 0.0 $395k 6.2k 63.30
Aflac Common Stock (AFL) 0.0 $394k 7.0k 56.27
Alnylam Pharmaceuticals Common Stock (ALNY) 0.0 $393k 2.0k 200.00
Blackrock Common Stock (BLK) 0.0 $390k -5% 708.00 550.85
Phillips 66 Common Stock (PSX) 0.0 $379k 4.7k 80.66
Ishares Equity Mutual F (IJH) 0.0 $378k -18% 1.7k 219.38
Netflix Common Stock (NFLX) 0.0 $373k 1.6k 235.48
Vanguard Equity Mutual F (VEU) 0.0 $369k 8.3k 44.32
First Solar Common Stock (FSLR) 0.0 $353k 2.7k 132.46
Old National Bancorp Common Stock (ONB) 0.0 $352k -6% 21k 16.49
British American Tobacco Foreign Stock (BTI) 0.0 $352k 9.9k 35.47
Occidental Petroleum Corp Common Stock (OXY) 0.0 $350k 5.7k 61.40
Crown Castle Intl Corp Common Stock (CCI) 0.0 $350k 2.4k 144.75
Nextera Energy Partners Common Stock (NEP) 0.0 $343k -7% 4.7k 72.36
Block Common Stock (HRB) 0.0 $342k 8.0k 42.52
Xylem Common Stock (XYL) 0.0 $341k 3.9k 87.39
Palo Alto Networks Common Stock (PANW) 0.0 $340k +196% 2.1k 163.78
Ishares Equity Mutual F (IJJ) 0.0 $340k 3.8k 90.07
Vanguard Equity Mutual F (VONG) 0.0 $338k +25% 6.2k 54.23
Tractor Supply Common Stock (TSCO) 0.0 $336k +13% 1.8k 186.05
Intercontinental Exchange Group Common Stock (ICE) 0.0 $336k -3% 3.7k 90.27
Match Group Common Stock (MTCH) 0.0 $334k 7.0k 47.71
SPDR Equity Mutual F (DIA) 0.0 $332k -12% 1.2k 287.45
Schwab Equity Mutual F (SCHD) 0.0 $330k 5.0k 66.36
Warner Bros Discovery Common Stock (WBD) 0.0 $326k -16% 28k 11.49
BP Foreign Stock (BP) 0.0 $326k 11k 28.54
Yum! Brands Common Stock (YUM) 0.0 $320k -8% 3.0k 106.21
Jacobs Solutions Common Stock (J) 0.0 $319k NEW 2.9k 108.50
Kinsale Cap Group Common Stock (KNSL) 0.0 $307k 1.2k 255.83
The Chemours Company Common Stock (CC) 0.0 $305k +2% 12k 24.66
Public Storage Common Stock (PSA) 0.0 $304k 1.0k 293.15
SPDR Equity Mutual F (XLK) 0.0 $303k -12% 2.6k 118.73
Coupang Foreign Stock (CPNG) 0.0 $299k 18k 16.67
Southern Common Stock (SO) 0.0 $293k +4% 4.3k 67.89

Past Filings by Loring Wolcott & Coolidge Fiduciary Advisors

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

View all past filings