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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, INTU, GOOGL, FI, and represent 28.92% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$142M), SNPS (+$40M), VEEV (+$25M), REGN (+$18M), PAYC (+$15M), WEX (+$9.1M), AVGO, AMZN, ADBE, NOW.
Started 30 new stock positions in EFV, CRWD, LH, KVUE, ZBH, RWR, NXT, WTW, TOL, VST.
Reduced shares in these 10 stocks: MSFT (-$12M), MA (-$10M), INTU (-$9.7M), AAPL (-$8.9M), NXPI (-$7.5M), HDB (-$5.6M), SYK (-$5.1M), PYPL, DIS, AMT.
Sold out of its positions in AZN, BBY, TECH, BSM, LNG, QTUM, EVBG, AGG, ACWX, GVI.
Loring Wolcott & Coolidge Fiduciary Advisors was a net buyer of stock by $157M.
Loring Wolcott & Coolidge Fiduciary Advisors has $11B in assets under management (AUM), dropping by 7.93%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 551 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 551 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.8	$851M		1.9M	449.52	View chart
Mastercard Common Stock (MA)	6.1	$659M		1.5M	443.53	View chart
Intuit Common Stock (INTU)	5.8	$625M		938k	666.15	View chart
Alphabet Common Stock (GOOGL)	5.1	$550M		3.0M	183.92	View chart
Fiserv Common Stock (FI)	4.2	$456M		2.9M	157.14	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.9	$423M		1.7M	252.14	View chart
Amazon.com Common Stock (AMZN)	3.7	$406M		2.1M	193.02	View chart
Stryker Corp Common Stock (SYK)	3.7	$401M		1.2M	333.43	View chart
Apple Common Stock (AAPL)	3.3	$358M	-2%	1.5M	234.82	View chart
Adobe Systems Common Stock (ADBE)	3.0	$327M		578k	566.54	View chart
American Tower Corp Common Stock (AMT)	2.8	$303M		1.4M	210.15	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.7	$294M		528k	555.42	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.6	$284M	-2%	976k	290.78	View chart
Tjx Companies Common Stock (TJX)	2.6	$280M		2.4M	115.02	View chart
Servicenow Common Stock (NOW)	2.1	$231M		304k	760.79	View chart
Costco Wholesale Corp Common Stock (COST)	2.0	$213M		250k	850.77	View chart
Eog Resources Common Stock (EOG)	1.8	$195M		1.5M	131.52	View chart
Canadian National Railway Foreign Stock (CNI)	1.7	$182M		1.5M	123.65	View chart
Abbott Laboratories Common Stock (ABT)	1.6	$179M		1.7M	102.72	View chart
Wex Common Stock (WEX)	1.6	$174M	+5%	914k	189.84	View chart
Paycom Software Common Stock (PAYC)	1.6	$172M	+9%	1.1M	161.03	View chart
Automatic Data Processing Common Stock (ADP)	1.5	$161M		655k	245.82	View chart
Visa Common Stock (V)	1.5	$158M		586k	269.25	View chart
Nvidia Corp Common Stock (NVDA)	1.5	$158M	+919%	1.2M	126.36	View chart
Trade Desk Common Stock (TTD)	1.3	$138M	-2%	1.4M	100.95	View chart
Roper Industries Common Stock (ROP)	1.3	$137M		241k	567.07	View chart
Church & Dwight Common Stock (CHD)	1.3	$136M	-2%	1.3M	102.33	View chart
Salesforce.com Common Stock (CRM)	1.1	$115M		450k	256.03	View chart
Regeneron Phar Common Stock (REGN)	1.0	$114M	+18%	104k	1094.99	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.0	$109M		223k	489.79	View chart
Parker-hannifin Corp Common Stock (PH)	1.0	$109M		192k	568.68	View chart
Home Depot Common Stock (HD)	0.8	$92M		250k	369.12	View chart
Lowes Companies Common Stock (LOW)	0.8	$85M		352k	240.97	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$80M		183k	438.90	View chart
Procter & Gamble Common Stock (PG)	0.7	$72M		430k	166.95	View chart
Idexx Labs Common Stock (IDXX)	0.6	$70M		139k	499.52	View chart
Veeva Systems Common Stock (VEEV)	0.6	$69M	+55%	368k	187.16	View chart
Starbucks Corp Common Stock (SBUX)	0.6	$68M	-2%	906k	75.51	View chart
Nike Inc Class B Common Stock (NKE)	0.6	$64M		883k	72.81	View chart
Union Pacific Common Stock (UNP)	0.6	$61M		252k	243.06	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$58M		274k	209.74	View chart
O'reilly Automotive Common Stock (ORLY)	0.5	$56M		54k	1043.52	View chart
Align Technology Common Stock (ALGN)	0.5	$56M	-4%	225k	247.54	View chart
Philip Morris International Common Stock (PM)	0.5	$54M		506k	106.10	View chart
Merck & Co Common Stock (MRK)	0.5	$53M		419k	125.44	View chart
Qualcomm Common Stock (QCOM)	0.5	$52M		250k	209.64	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.5	$51M		48k	1068.19	View chart
Veralto Corporation Common Stock (VLTO)	0.5	$51M	-5%	515k	99.20	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$46M		397k	116.04	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$45M	-2%	298k	151.01	View chart
Analog Devices Corp Common Stock (ADI)	0.4	$45M		184k	243.33	View chart
Synopsys Common Stock (SNPS)	0.4	$41M	+6961%	67k	613.01	View chart
Pepsico Common Stock (PEP)	0.4	$40M		244k	164.76	View chart
Alphabet Common Stock (GOOG)	0.3	$36M		193k	185.50	View chart
Accenture Foreign Stock (ACN)	0.3	$34M		104k	325.00	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$31M		120k	257.27	View chart
Cabot Corp Common Stock (CBT)	0.3	$29M		287k	99.90	View chart
Ross Stores Common Stock (ROST)	0.2	$22M		149k	148.87	View chart
Amgen Common Stock (AMGN)	0.2	$22M	-4%	66k	333.14	View chart
Factset Research Systems Common Stock (FDS)	0.2	$20M	+3%	46k	442.24	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.2	$18M	-23%	301k	60.94	View chart
Watsco Common Stock (WSO)	0.2	$18M		35k	519.89	View chart
Msci Common Stock (MSCI)	0.2	$17M		34k	508.00	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$15M	-23%	234k	61.81	View chart
Ecolab Common Stock (ECL)	0.1	$14M	-2%	56k	245.19	View chart
Chevron Corp Common Stock (CVX)	0.1	$11M	-7%	72k	157.77	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.1	$11M	+5%	51k	213.62	View chart
Abbvie Common Stock (ABBV)	0.1	$10M	+2%	60k	169.20	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.5M		37k	253.49	View chart
Edwards Lifescience Corp Common Stock (EW)	0.1	$9.3M	-20%	106k	87.73	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$9.1M	-2%	87k	103.68	View chart
SPDR Equity Mutual F (SPY)	0.1	$8.7M	+12%	16k	564.87	View chart
Ha Sustainable Common Stock (HASI)	0.1	$8.2M		250k	32.89	View chart
Coca-cola Common Stock (KO)	0.1	$7.7M	+3%	120k	64.27	View chart
Rockwell Automation Common Stock (ROK)	0.1	$7.5M	+4%	26k	294.37	View chart
Vanguard Equity Mutual F (VTI)	0.1	$7.3M	-3%	26k	279.10	View chart
Lilly Common Stock (LLY)	0.1	$7.0M	+2%	7.4k	941.60	View chart
Colgate Palmolive Common Stock (CL)	0.1	$7.0M		72k	97.40	View chart
Conocophillips Common Stock (COP)	0.1	$6.7M	-5%	58k	115.19	View chart
Wal-mart Stores Common Stock (WMT)	0.1	$6.4M	+9%	91k	69.99	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$6.2M		23k	267.53	View chart
Walt Disney Productions Common Stock (DIS)	0.1	$6.1M	-37%	63k	98.47	View chart
Zoetis Common Stock (ZTS)	0.1	$5.9M	+2%	33k	182.91	View chart
Cintas Corp Common Stock (CTAS)	0.1	$5.9M	-8%	8.2k	725.45	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.9M	-5%	23k	218.47	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.6M		20k	234.80	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$4.6M	+61%	33k	140.87	View chart
Tesla Motors Common Stock (TSLA)	0.0	$4.5M	-4%	17k	256.56	View chart
Deere & Co Common Stock (DE)	0.0	$4.4M		12k	377.51	View chart
Nextera Energy Common Stock (NEE)	0.0	$4.1M		57k	71.90	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.9M		8.9k	438.01	View chart
Paychex Common Stock (PAYX)	0.0	$3.8M		31k	124.28	View chart
Select Med Hldgs Corp Common Stock (SEM)	0.0	$3.8M		98k	38.57	View chart
Broadcom Common Stock (AVGO)	0.0	$3.7M	+931%	22k	169.38	View chart
Universal Health Services Common Stock (UHS)	0.0	$3.7M		20k	183.88	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$3.4M	-10%	20k	169.74	View chart
Ishares Equity Mutual F (IWF)	0.0	$3.4M		9.0k	377.46	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$3.3M		5.00	660388.00	View chart
Cisco Systems Common Stock (CSCO)	0.0	$3.1M	-2%	66k	47.42	View chart
Pfizer Common Stock (PFE)	0.0	$3.1M	+43%	105k	29.50	View chart
Discover Financial Services Common Stock (DFS)	0.0	$3.1M		22k	141.82	View chart
The Hershey Company Common Stock (HSY)	0.0	$3.0M	+20%	16k	189.97	View chart
Intel Corp Common Stock (INTC)	0.0	$3.0M		86k	34.34	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.9M	-2%	5.2k	568.92	View chart
Vanguard Equity Mutual F (VIG)	0.0	$2.9M		15k	190.45	View chart
Unilever Foreign Stock (UL)	0.0	$2.8M		49k	57.34	View chart
S&p Global Common Stock (SPGI)	0.0	$2.8M	+107%	5.7k	488.79	View chart
Invesco Equity Mutual F (QQQ)	0.0	$2.7M		5.4k	496.34	View chart
Morgan Stanley Common Stock (MS)	0.0	$2.6M		24k	106.22	View chart
State Street Corp Common Stock (STT)	0.0	$2.4M	-42%	28k	84.82	View chart
Dupont De Nemours Common Stock (DD)	0.0	$2.4M	-2%	29k	82.21	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$2.3M	+4%	13k	185.81	View chart
General Electric Common Stock (GE)	0.0	$2.3M		14k	162.85	View chart
Cummins Common Stock (CMI)	0.0	$2.3M	-13%	7.7k	299.43	View chart
Becton Dickinson Common Stock (BDX)	0.0	$2.2M	-5%	9.8k	230.70	View chart
Vanguard Equity Mutual F (VOO)	0.0	$2.1M	+155%	4.1k	519.04	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$2.0M	+2%	8.7k	228.29	View chart
Sysco Corp Common Stock (SYY)	0.0	$2.0M	-3%	27k	73.03	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$1.9M	-14%	3.5k	548.87	View chart
Ishares Equity Mutual F (IWO)	0.0	$1.9M	+11%	6.7k	289.78	View chart
Chubb Foreign Stock (CB)	0.0	$1.9M		7.3k	261.65	View chart
Mccormick & Company Common Stock (MKC)	0.0	$1.9M	-3%	26k	73.32	View chart
Enphase Energy Common Stock (ENPH)	0.0	$1.7M	+57%	15k	116.17	View chart
American Express Common Stock (AXP)	0.0	$1.6M	+13%	6.6k	249.63	View chart
Linde Foreign Stock (LIN)	0.0	$1.6M		3.6k	445.73	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$1.6M	-6%	36k	44.13	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.5M	+11%	9.6k	159.23	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.5M	+3%	9.1k	168.91	View chart
Target Corp Common Stock (TGT)	0.0	$1.5M	+9%	9.9k	155.01	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$1.5M	-5%	6.5k	232.97	View chart
Valmont Industries Common Stock (VMI)	0.0	$1.5M		5.3k	283.40	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.5M		6.5k	225.02	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.4M		7.9k	182.39	View chart
Timken Common Stock (TKR)	0.0	$1.4M		16k	87.89	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.4M		19k	72.68	View chart
Dow Common Stock (DOW)	0.0	$1.4M	-6%	25k	54.70	View chart
Fortive Corp Common Stock (FTV)	0.0	$1.4M		17k	78.92	View chart
Texas Instruments Common Stock (TXN)	0.0	$1.3M	+51%	6.5k	206.62	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.3M		752.00	1720.43	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.3M	+12%	20k	65.83	View chart
American Water Works Common Stock (AWK)	0.0	$1.3M		9.2k	139.08	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$1.2M	-22%	2.6k	468.58	View chart
Booking Holdings Common Stock (BKNG)	0.0	$1.2M		287.00	4119.09	View chart
Corteva Common Stock (CTVA)	0.0	$1.2M	-10%	22k	54.20	View chart
Diamondback Common Stock (FANG)	0.0	$1.1M		5.3k	209.06	View chart
Emerson Electric Common Stock (EMR)	0.0	$1.1M		9.2k	118.87	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$1.1M		6.0k	177.55	View chart
Ishares Equity Mutual F (IVW)	0.0	$1.0M	+71%	11k	96.04	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$1.0M	+4878%	18k	57.74	View chart
Dicks Sporting Goods Common Stock (DKS)	0.0	$1.0M	+2255%	4.5k	226.47	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.0M		7.4k	136.21	View chart
General Mills Common Stock (GIS)	0.0	$1.0M		16k	62.90	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$989k		715.00	1382.89	View chart
Vanguard Equity Mutual F (VUG)	0.0	$976k		2.5k	386.97	View chart
Moodys Corp Common Stock (MCO)	0.0	$969k		2.1k	452.36	View chart
Boeing Common Stock (BA)	0.0	$959k		5.2k	186.05	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$924k	-4%	23k	39.61	View chart
Ishares Equity Mutual F (IVV)	0.0	$920k	-6%	1.6k	567.96	View chart
Corning Common Stock (GLW)	0.0	$909k		20k	46.20	View chart
Caterpillar Common Stock (CAT)	0.0	$891k	+130%	2.5k	360.58	View chart
Ishares Equity Mutual F (IWM)	0.0	$857k		3.8k	224.60	View chart
Netflix Common Stock (NFLX)	0.0	$847k		1.3k	656.32	View chart
Mckesson Corp Common Stock (MCK)	0.0	$846k		1.4k	583.95	View chart
Perrigo Common Stock (PRGO)	0.0	$840k	NEW	31k	27.09	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$832k	-9%	20k	41.20	View chart
Novartis Foreign Stock (NVS)	0.0	$829k	+5%	7.5k	110.53	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$824k		3.8k	218.91	View chart
Vanguard Equity Mutual F (VEA)	0.0	$807k	-21%	16k	51.41	View chart
Simon Properties Group Common Stock (SPG)	0.0	$800k		5.3k	151.51	View chart
Enbridge Foreign Stock (ENB)	0.0	$798k	-11%	22k	36.01	View chart
Sherwin Williams Common Stock (SHW)	0.0	$778k		2.4k	326.40	View chart
Fastenal Common Stock (FAST)	0.0	$778k		11k	69.03	View chart
Ishares Equity Mutual F (IJR)	0.0	$766k	-3%	6.6k	116.83	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$763k	+65%	15k	49.55	View chart
Agilent Technologies Common Stock (A)	0.0	$754k		5.5k	136.06	View chart
Tractor Supply Common Stock (TSCO)	0.0	$716k		2.5k	283.17	View chart
Donaldson Common Stock (DCI)	0.0	$714k		9.5k	74.86	View chart
Dover Corp Common Stock (DOV)	0.0	$713k		3.7k	191.49	View chart
Constellation Brands Cl A Common Stock (STZ)	0.0	$710k		2.9k	248.09	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$700k		7.0k	100.75	View chart
United Parcel Service Common Stock (UPS)	0.0	$700k		4.8k	147.33	View chart
Diageo Foreign Stock (DEO)	0.0	$689k		5.3k	129.56	View chart
Pool Corp Common Stock (POOL)	0.0	$682k		2.0k	336.90	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$655k	-5%	1.9k	338.50	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$652k	-15%	11k	60.06	View chart
Ge Vernova Common Stock (GEV)	0.0	$650k		3.6k	182.74	View chart
Brown Forman Corp Common Stock (BF.B)	0.0	$645k	-7%	15k	43.76	View chart
Vanguard Equity Mutual F (VTV)	0.0	$641k	-17%	3.8k	167.24	View chart
Equinix Common Stock (EQIX)	0.0	$630k		775.00	812.62	View chart
Gilead Sciences Common Stock (GILD)	0.0	$621k		8.7k	71.64	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$607k		57k	10.72	View chart
Blackrock Common Stock (BLK)	0.0	$604k	+57%	716.00	843.94	View chart
Ishares Equity Mutual F (IJK)	0.0	$597k	+14%	6.4k	93.54	View chart
Tyler Technologies Common Stock (TYL)	0.0	$592k		1.1k	528.92	View chart
First Solar Common Stock (FSLR)	0.0	$590k		2.7k	221.25	View chart
Autodesk Common Stock (ADSK)	0.0	$583k	+6%	2.3k	253.82	View chart
W P Carey Common Stock (WPC)	0.0	$583k		10k	58.25	View chart
Amphenol Corp Common Stock (APH)	0.0	$561k	+100%	8.0k	70.41	View chart
Invesco Equity Mutual F (RSP)	0.0	$554k		3.2k	171.71	View chart
SPDR Equity Mutual F (XLK)	0.0	$550k		2.4k	233.44	View chart
Ishares Equity Mutual F (IVE)	0.0	$547k	-21%	2.9k	189.28	View chart
Altria Group Common Stock (MO)	0.0	$514k		11k	48.03	View chart
Ishares Equity Mutual F (EFA)	0.0	$505k	+3%	6.2k	81.25	View chart
Aflac Common Stock (AFL)	0.0	$503k		5.4k	93.55	View chart
Vanguard Equity Mutual F (VEU)	0.0	$501k	-50%	8.2k	61.00	View chart
Cigna Corporation Common Stock (CI)	0.0	$495k		1.5k	339.71	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$491k	+22%	7.0k	69.88	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$486k		2.7k	176.98	View chart
Xylem Common Stock (XYL)	0.0	$480k		3.4k	141.26	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$476k		1.9k	249.83	View chart
SPDR Equity Mutual F (DIA)	0.0	$473k		1.2k	409.66	View chart
Phillips 66 Common Stock (PSX)	0.0	$460k	+74%	3.3k	139.78	View chart
T-mobile Us Common Stock (TMUS)	0.0	$454k		2.5k	182.98	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$443k		1.1k	409.70	View chart
HP Common Stock (HPQ)	0.0	$435k		12k	38.00	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$422k	-11%	3.0k	142.46	View chart
Applied Materials Common Stock (AMAT)	0.0	$408k		1.7k	245.84	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$401k		5.1k	78.62	View chart
Ishares Equity Mutual F (IJH)	0.0	$384k		6.2k	62.25	View chart
Oracle Corp Common Stock (ORCL)	0.0	$379k	+5%	2.7k	142.61	View chart
BP Foreign Stock (BP)	0.0	$369k		11k	34.89	View chart
First Tr Equity Mutual F (RDVY)	0.0	$364k		6.2k	58.32	View chart
Te Connectivity Foreign Stock (TEL)	0.0	$347k		2.2k	159.66	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.0	$344k	+25%	3.4k	99.62	View chart
Coca Cola Bottling Common Stock (COKE)	0.0	$338k		312.00	1083.44	View chart
Progressive Corp Ohio Common Stock (PGR)	0.0	$334k		1.6k	210.00	View chart
Verizon Common Stock (VZ)	0.0	$334k	-17%	8.1k	41.45	View chart
Canadian Pacific Kansas City Foreign Stock (CP)	0.0	$333k		4.0k	84.27	View chart
Occidental Petroleum Corp Common Stock (OXY)	0.0	$329k		5.3k	62.12	View chart
Ford Motor Common Stock (F)	0.0	$327k	-2%	23k	14.39	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$315k		1.0k	311.73	View chart
Elevance Health Common Stock (ELV)	0.0	$313k	+5%	565.00	553.14	View chart
Jacobs Solutions Common Stock (J)	0.0	$309k		2.1k	150.74	View chart
Ishares Equity Mutual F (IJJ)	0.0	$305k	+33%	2.5k	121.10	View chart
Vanguard Equity Mutual F (VONG)	0.0	$303k	-6%	3.1k	97.09	View chart
L3harris Technologies Common Stock (LHX)	0.0	$298k	-2%	1.2k	240.42	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$297k		4.9k	60.24	View chart
Ishares Equity Mutual F (IWS)	0.0	$287k	-4%	2.3k	127.17	View chart
Vanguard Equity Mutual F (VONV)	0.0	$284k	-6%	3.5k	80.02	View chart
Vanguard Equity Mutual F (VB)	0.0	$282k		1.2k	234.39	View chart
Kinsale Cap Group Common Stock (KNSL)	0.0	$282k		700.00	403.07	View chart
Arista Networks Common Stock (ANET)	0.0	$282k	-13%	787.00	358.23	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$273k		559.00	488.98	View chart
Yum! Brands Common Stock (YUM)	0.0	$273k		2.1k	128.92	View chart
Magnolia Oil & Gas Corp Common Stock (MGY)	0.0	$270k		10k	27.01	View chart
Waste Management Common Stock (WM)	0.0	$264k	-6%	1.2k	220.89	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$262k		2.2k	120.38	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$257k	-57%	5.0k	51.37	View chart
Coupang Foreign Stock (CPNG)	0.0	$252k		12k	21.31	View chart
Southern Common Stock (SO)	0.0	$251k		3.1k	81.12	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 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
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q4 filed Jan. 14, 2021

View all past filings

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