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 575 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 575 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) 7.2 $580M 1.7M 347.73
Microsoft Corp Common Stock (MSFT) 6.1 $491M 2.0M 239.82
Danaher Corp Shs Ben Int Common Stock (DHR) 5.7 $459M 1.7M 265.42
Intuit Common Stock (INTU) 4.8 $385M 989k 389.22
Stryker Corp Common Stock (SYK) 4.1 $330M 1.4M 244.49
American Tower Corp Common Stock (AMT) 3.9 $315M 1.5M 211.86
Fiserv Common Stock (FISV) 3.8 $304M 3.0M 101.07
Thermo Fisher Scientific Common Stock (TMO) 3.5 $286M 519k 550.69
Alphabet Common Stock (GOOGL) 3.3 $270M 3.1M 88.23
Apple Common Stock (AAPL) 2.7 $218M 1.7M 129.93
Tjx Companies Common Stock (TJX) 2.7 $217M 2.7M 79.60
Paycom Software Common Stock (PAYC) 2.7 $216M 698k 310.31
Abbott Laboratories Common Stock (ABT) 2.4 $196M 1.8M 109.79
Adobe Systems Common Stock (ADBE) 2.4 $194M 577k 336.53

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Eog Resources Common Stock (EOG) 2.2 $177M 1.4M 129.52
Canadian National Railway Foreign Stock (CNI) 2.2 $176M 1.5M 118.88
Amazon.com Common Stock (AMZN) 2.2 $174M 2.1M 84.00
Nxp Semiconductors Foreign Stock (NXPI) 2.0 $165M 1.0M 158.03
Automatic Data Processing Common Stock (ADP) 2.0 $164M 687k 238.86
Visa Common Stock (V) 1.7 $134M 645k 207.76
Servicenow Common Stock (NOW) 1.6 $128M -6% 330k 388.27
Nike Inc Class B Common Stock (NKE) 1.5 $120M -5% 1.0M 117.01
Church & Dwight Common Stock (CHD) 1.5 $120M 1.5M 80.61
Costco Wholesale Corp Common Stock (COST) 1.4 $113M 247k 456.50
Roper Industries Common Stock (ROP) 1.4 $109M 253k 432.09
Starbucks Corp Common Stock (SBUX) 1.2 $99M -2% 1.0M 99.20
Wex Common Stock (WEX) 1.2 $94M +35% 575k 163.65
Home Depot Common Stock (HD) 1.0 $82M 259k 315.86
Salesforce.com Common Stock (CRM) 0.9 $75M -13% 565k 132.59
Edwards Lifescience Corp Common Stock (EW) 0.9 $72M 971k 74.61
Trade Desk Common Stock (TTD) 0.8 $68M 1.5M 44.83
Procter & Gamble Common Stock (PG) 0.8 $68M 447k 151.56
Iqvia Holdings Common Stock (IQV) 0.8 $64M -9% 312k 204.89
Johnson & Johnson Common Stock (JNJ) 0.8 $64M 361k 176.65
Idexx Labs Common Stock (IDXX) 0.8 $63M 154k 407.96
Paypal Holdings Common Stock (PYPL) 0.7 $55M -15% 773k 71.22
Berkshire Hathaway Common Stock (BRK.B) 0.7 $54M 176k 308.90
Lowes Companies Common Stock (LOW) 0.7 $53M -9% 265k 199.24
Align Technology Common Stock (ALGN) 0.6 $50M +2% 239k 210.90
Merck & Co Common Stock (MRK) 0.6 $49M 442k 110.95
Philip Morris International Common Stock (PM) 0.6 $48M 471k 101.21
Union Pacific Common Stock (UNP) 0.6 $47M +3% 226k 207.07
Exxon Mobil Corp Common Stock (XOM) 0.6 $46M 421k 110.30
Pepsico Common Stock (PEP) 0.6 $45M 250k 180.66
O'reilly Automotive Common Stock (ORLY) 0.6 $45M 53k 844.03
Hdfc Bank Ltd- Foreign Stock (HDB) 0.5 $44M 649k 68.41
Meta Platforms Inc Cl A Common Stock (META) 0.4 $35M -30% 293k 120.34
Broadridge Financial Solutions Common Stock (BR) 0.4 $35M -2% 258k 134.13
Walt Disney Productions Common Stock (DIS) 0.4 $33M -37% 374k 86.88
Mcdonalds Corp Common Stock (MCD) 0.4 $32M 122k 263.53
Accenture Foreign Stock (ACN) 0.4 $30M 114k 266.84
Qualcomm Common Stock (QCOM) 0.4 $30M 271k 109.94
Analog Devices Corp Common Stock (ADI) 0.3 $25M 155k 164.03
Amgen Common Stock (AMGN) 0.3 $22M -8% 84k 262.64
Ecolab Common Stock (ECL) 0.3 $22M 149k 145.56
Cabot Corp Common Stock (CBT) 0.2 $20M 292k 66.84
Alphabet Common Stock (GOOG) 0.2 $19M -2% 217k 88.73
Ross Stores Common Stock (ROST) 0.2 $18M +3% 152k 116.07
Msci Common Stock (MSCI) 0.2 $16M 35k 465.17
Nvidia Corp Common Stock (NVDA) 0.2 $16M +8% 109k 146.14
Chevron Corp Common Stock (CVX) 0.2 $13M 71k 179.49
Asm Lithography Hldg N V Foreign Stock (ASML) 0.1 $12M +26% 21k 546.40
Abbvie Common Stock (ABBV) 0.1 $11M 67k 161.61
Dollar Gen Corp Common Stock (DG) 0.1 $9.5M -2% 39k 246.25
Raytheon Technologies Corp Common Stock (RTX) 0.1 $9.2M 91k 100.92
Illinois Tool Works Common Stock (ITW) 0.1 $9.1M 41k 220.30
Regeneron Phar Common Stock (REGN) 0.1 $9.1M +5% 13k 721.49
State Street Corp Common Stock (STT) 0.1 $8.9M 115k 77.57
Hannon Armstrong Sustainable Common Stock (HASI) 0.1 $8.8M -25% 304k 28.98
Coca-cola Common Stock (KO) 0.1 $8.5M 134k 63.61
Colgate Palmolive Common Stock (CL) 0.1 $8.0M 102k 78.79
Becton Dickinson Common Stock (BDX) 0.1 $7.9M -44% 31k 254.30
Watsco Common Stock (WSO) 0.1 $7.8M +15% 31k 249.40
Air Products & Chemicals Common Stock (APD) 0.1 $7.8M 25k 308.26
Jp Morgan Chase & Co Common Stock (JPM) 0.1 $7.6M 57k 134.10
Estee Lauder Companies Common Stock (EL) 0.1 $6.7M 27k 248.10
Honeywell Intl Common Stock (HON) 0.1 $6.6M 31k 214.30
Veeva Systems Common Stock (VEEV) 0.1 $6.5M 40k 161.38
Conocophillips Common Stock (COP) 0.1 $6.4M 54k 118.00
Rockwell Automation Common Stock (ROK) 0.1 $6.1M 24k 257.57
Norfolk Southern Corp Common Stock (NSC) 0.1 $5.1M +5% 21k 246.42
Jack Henry & Associates Common Stock (JKHY) 0.1 $4.5M 26k 175.56
Cintas Corp Common Stock (CTAS) 0.1 $4.4M 9.7k 451.62
Paychex Common Stock (PAYX) 0.1 $4.3M 37k 115.56
Wal-mart Stores Common Stock (WMT) 0.1 $4.3M 30k 141.79
Pfizer Common Stock (PFE) 0.1 $4.1M 81k 51.24
Zoetis Common Stock (ZTS) 0.1 $4.1M 28k 146.55
Deere & Co Common Stock (DE) 0.1 $4.1M 9.6k 428.76
Generac Holdings Common Stock (GNRC) 0.0 $4.0M -60% 40k 100.66
Nextera Energy Common Stock (NEE) 0.0 $4.0M +15% 47k 83.60
Bristol-myers Squibb Common Stock (BMY) 0.0 $3.9M 55k 71.95
Unilever Foreign Stock (UL) 0.0 $3.8M -2% 76k 50.35
Cisco Systems Common Stock (CSCO) 0.0 $3.8M -4% 80k 47.64
Vanguard Equity Mutual F (VTI) 0.0 $3.3M +2% 17k 191.19
Intel Corp Common Stock (INTC) 0.0 $3.3M -2% 125k 26.43
Ishares Equity Mutual F (IWF) 0.0 $3.2M 15k 214.24
SPDR Equity Mutual F (SPY) 0.0 $3.1M 8.1k 382.44
Dupont De Nemours Common Stock (DD) 0.0 $2.9M 42k 68.63
Mccormick & Company Common Stock (MKC) 0.0 $2.8M 34k 82.89
Berkshire Hathaway Common Stock (BRK.A) 0.0 $2.8M 6.00 468711.00
Tesla Motors Common Stock (TSLA) 0.0 $2.6M +2% 21k 123.18
Intuitive Surgical Common Stock (ISRG) 0.0 $2.4M 9.2k 265.35
Morgan Stanley Common Stock (MS) 0.0 $2.4M 28k 85.02
Corteva Common Stock (CTVA) 0.0 $2.4M 41k 58.78
First Republic Bank Common Stock (FRC) 0.0 $2.4M 19k 121.89
Discover Financial Services Common Stock (DFS) 0.0 $2.3M 24k 97.83
Cummins Common Stock (CMI) 0.0 $2.3M 9.5k 242.29
The Hershey Company Common Stock (HSY) 0.0 $2.2M 9.5k 231.57
Dow Common Stock (DOW) 0.0 $2.0M 40k 50.39
Biogen Idec Common Stock (BIIB) 0.0 $2.0M -2% 7.1k 276.92
Vanguard Equity Mutual F (VEA) 0.0 $1.9M 46k 41.97
Sysco Corp Common Stock (SYY) 0.0 $1.9M 25k 76.45
Unitedhealth Group Common Stock (UNH) 0.0 $1.8M -12% 3.4k 530.18
Factset Research Systems Common Stock (FDS) 0.0 $1.8M 4.5k 401.21
Intl Business Machines Corp Common Stock (IBM) 0.0 $1.8M 13k 140.89
SPDR Equity Mutual F (MDY) 0.0 $1.8M 4.0k 442.79
Amcor Foreign Stock (AMCR) 0.0 $1.7M 142k 11.91
Ishares Equity Mutual F (IWO) 0.0 $1.6M -2% 7.6k 214.52
General Mills Common Stock (GIS) 0.0 $1.6M 19k 83.85
Chubb Foreign Stock (CB) 0.0 $1.6M 7.3k 220.60
Valmont Industries Common Stock (VMI) 0.0 $1.6M -11% 4.8k 330.67
Ishares Equity Mutual F (IWN) 0.0 $1.6M 12k 138.67
Ishares Equity Mutual F (IWD) 0.0 $1.6M 11k 151.65
Target Corp Common Stock (TGT) 0.0 $1.6M 11k 149.04
Invesco Equity Mutual F (QQQ) 0.0 $1.6M 5.8k 266.28
Lilly Common Stock (LLY) 0.0 $1.5M -3% 4.1k 365.84
Diageo Foreign Stock (DEO) 0.0 $1.5M 8.3k 178.19
Novo-nordisk A/s Foreign Stock (NVO) 0.0 $1.5M 11k 135.34
Vanguard Equity Mutual F (VIG) 0.0 $1.4M +8% 9.5k 151.85
Ishares Equity Mutual F (IVV) 0.0 $1.4M -2% 3.7k 384.21
Gilead Sciences Common Stock (GILD) 0.0 $1.4M -4% 17k 85.85
Illumina Common Stock (ILMN) 0.0 $1.4M 7.0k 202.20
Pacira Pharmaceuticals Common Stock (PCRX) 0.0 $1.4M -30% 36k 38.61
3m Company Common Stock (MMM) 0.0 $1.4M -19% 11k 119.92
S&p Global Common Stock (SPGI) 0.0 $1.3M -16% 4.0k 334.94
Mettler Toledo Intl Common Stock (MTD) 0.0 $1.3M 915.00 1445.45
Bank Of America Corp Common Stock (BAC) 0.0 $1.3M -19% 40k 33.12
General Electric Common Stock (GE) 0.0 $1.3M 15k 83.79
Marsh & Mclennan Common Stock (MMC) 0.0 $1.3M -7% 7.7k 165.48
Boeing Common Stock (BA) 0.0 $1.2M 6.5k 190.49
Comcast Corp Common Stock (CMCSA) 0.0 $1.2M -13% 34k 34.97
Linde Foreign Stock (LIN) 0.0 $1.2M 3.6k 326.18
Mondelez International Common Stock (MDLZ) 0.0 $1.2M 17k 66.65
Broadcom Common Stock (AVGO) 0.0 $1.2M 2.1k 559.13
Tyler Technologies Common Stock (TYL) 0.0 $1.1M 3.5k 322.41
Timken Common Stock (TKR) 0.0 $1.1M 16k 70.67
Enbridge Foreign Stock (ENB) 0.0 $1.1M 28k 39.10
Brown Forman Corp Common Stock (BF.B) 0.0 $1.1M 16k 65.68
Fortive Corp Common Stock (FTV) 0.0 $1.0M +7% 16k 64.25
United Parcel Service Common Stock (UPS) 0.0 $964k -9% 5.5k 173.84
Cvs Health Corp Common Stock (CVS) 0.0 $941k 10k 93.19
Wells Fargo & Co Common Stock (WFC) 0.0 $932k 23k 41.29
Emerson Electric Common Stock (EMR) 0.0 $931k 9.7k 96.06
American Express Common Stock (AXP) 0.0 $924k -7% 6.3k 147.75
Snowflake Inc Cl A Common Stock (SNOW) 0.0 $923k 6.4k 143.54
Novartis Foreign Stock (NVS) 0.0 $911k 10k 90.72
Ishares Equity Mutual F (EFA) 0.0 $880k 13k 65.64
Agilent Technologies Common Stock (A) 0.0 $867k 5.8k 149.65
Ishares Equity Mutual F (IEF) 0.0 $861k 9.0k 95.78
Altria Group Common Stock (MO) 0.0 $858k -9% 19k 45.71
Walgreens Boots Alliance Common Stock (WBA) 0.0 $857k 23k 37.36
Sherwin Williams Common Stock (SHW) 0.0 $855k 3.6k 237.33
W P Carey Common Stock (WPC) 0.0 $809k 10k 78.15
Cigna Corporation Common Stock (CI) 0.0 $802k 2.4k 331.34
Ishares Equity Mutual F (IVE) 0.0 $753k 5.2k 145.07
Xcel Energy Common Stock (XEL) 0.0 $747k 11k 70.11
Equinix Common Stock (EQIX) 0.0 $746k 1.1k 655.03
Ishares Equity Mutual F (AGG) 0.0 $738k 7.6k 96.99
Texas Instruments Common Stock (TXN) 0.0 $734k 4.4k 165.22
Ishares Equity Mutual F (SHY) 0.0 $717k 8.8k 81.17
Diamondback Common Stock (FANG) 0.0 $711k -5% 5.2k 136.78
Verizon Common Stock (VZ) 0.0 $700k -9% 18k 39.40
Ishares Equity Mutual F (IWM) 0.0 $699k 4.0k 174.36
Moodys Corp Common Stock (MCO) 0.0 $689k -25% 2.5k 278.62
Vanguard Bond Mutual Fun (BSV) 0.0 $683k 9.1k 75.28
Corning Common Stock (GLW) 0.0 $665k 21k 31.94
Donaldson Common Stock (DCI) 0.0 $653k 11k 58.87
Booking Holdings Common Stock (BKNG) 0.0 $651k -12% 323.00 2015.28
Chipotle Mexican Grill Common Stock (CMG) 0.0 $642k +8% 463.00 1387.49
Mercadolibre Common Stock (MELI) 0.0 $639k 755.00 846.24
Ishares Equity Mutual F (IJR) 0.0 $632k 6.7k 94.64
Simon Properties Group Common Stock (SPG) 0.0 $620k -16% 5.3k 117.48
Spdr Gold Trust Equity Mutual F (GLD) 0.0 $615k 3.6k 169.64
Parker-hannifin Corp Common Stock (PH) 0.0 $613k -7% 2.1k 291.00
Kimberly-clark Corp Common Stock (KMB) 0.0 $592k 4.4k 135.75
Pool Corp Common Stock (POOL) 0.0 $590k +8% 2.0k 302.33
Northrop Grumman Corp Common Stock (NOC) 0.0 $583k 1.1k 545.61
Abm Industries Common Stock (ABM) 0.0 $572k 13k 44.42
Ishares Equity Mutual F (IJK) 0.0 $556k 8.1k 68.30
Pnc Financial Corp Common Stock (PNC) 0.0 $551k -26% 3.5k 157.94
Mckesson Corp Common Stock (MCK) 0.0 $544k 1.4k 375.12
Ishares Equity Mutual F (IEMG) 0.0 $543k 12k 46.70
Fastenal Common Stock (FAST) 0.0 $532k 11k 47.32
Vanguard Equity Mutual F (VONV) 0.0 $520k 7.8k 66.58
Pioneer Natural Resources Common Stock (PXD) 0.0 $509k 2.2k 228.39
Dover Corp Common Stock (DOV) 0.0 $504k -33% 3.7k 135.41
Aflac Common Stock (AFL) 0.0 $504k 7.0k 71.94
At&t Common Stock (T) 0.0 $497k -7% 27k 18.41
Alnylam Pharmaceuticals Common Stock (ALNY) 0.0 $467k 2.0k 237.65
Lindblad Expeditions Holdings Common Stock (LIND) 0.0 $467k 61k 7.70
Balchem Corp Common Stock (BCPC) 0.0 $466k 3.8k 122.11
Blackrock Common Stock (BLK) 0.0 $465k -7% 656.00 708.63
Constellation Brands Cl A Common Stock (STZ) 0.0 $465k 2.0k 231.75
Netflix Common Stock (NFLX) 0.0 $462k 1.6k 294.88
Vanguard Equity Mutual F (ESGV) 0.0 $458k 7.0k 65.86
Qualys Common Stock (QLYS) 0.0 $455k 4.1k 112.23
Ulta Beauty Common Stock (ULTA) 0.0 $453k +102% 965.00 469.07
Vanguard Equity Mutual F (VOO) 0.0 $448k -7% 1.3k 351.34
Sunrun Common Stock (RUN) 0.0 $435k 18k 24.02
Xylem Common Stock (XYL) 0.0 $431k 3.9k 110.57
Autodesk Common Stock (ADSK) 0.0 $420k 2.2k 186.87
Vanguard Equity Mutual F (VEU) 0.0 $417k 8.3k 50.14
Ishares Equity Mutual F (IJH) 0.0 $412k 1.7k 241.89
Tractor Supply Common Stock (TSCO) 0.0 $406k 1.8k 224.97
Advance Micro Devices Common Stock (AMD) 0.0 $403k 6.2k 64.77
First Solar Common Stock (FSLR) 0.0 $399k 2.7k 149.79
BP Foreign Stock (BP) 0.0 $399k 11k 34.93
Ford Motor Common Stock (F) 0.0 $399k +31% 34k 11.63
British American Tobacco Foreign Stock (BTI) 0.0 $397k 9.9k 39.98
Yum! Brands Common Stock (YUM) 0.0 $386k 3.0k 128.08
Old National Bancorp Common Stock (ONB) 0.0 $384k 21k 17.98
SPDR Equity Mutual F (DIA) 0.0 $383k 1.2k 331.33
Ishares Equity Mutual F (IJJ) 0.0 $381k 3.8k 100.80
Everbridge Common Stock (EVBG) 0.0 $380k 13k 29.58
The Chemours Company Common Stock (CC) 0.0 $377k 12k 30.62
Schwab Equity Mutual F (SCHD) 0.0 $376k 5.0k 75.54
Phillips 66 Common Stock (PSX) 0.0 $369k -24% 3.5k 104.08
Occidental Petroleum Corp Common Stock (OXY) 0.0 $359k 5.7k 62.99
Northern Trust Corp Common Stock (NTRS) 0.0 $348k -22% 3.9k 88.49
Trex Company Common Stock (TREX) 0.0 $347k -43% 8.2k 42.33
Medtronic Foreign Stock (MDT) 0.0 $346k -35% 4.5k 77.72
Vanguard Equity Mutual F (VONG) 0.0 $344k 6.2k 55.12
Ishares Equity Mutual F (IVW) 0.0 $339k -30% 5.8k 58.50
Nextera Energy Partners Common Stock (NEP) 0.0 $332k 4.7k 70.09
Us Bancorp Common Stock (USB) 0.0 $328k -27% 7.5k 43.61
Crown Castle Intl Corp Common Stock (CCI) 0.0 $328k 2.4k 135.64
American Water Works Common Stock (AWK) 0.0 $321k 2.1k 152.42
SPDR Equity Mutual F (XLK) 0.0 $318k 2.6k 124.44
HP Common Stock (HPQ) 0.0 $316k 12k 26.87
Southern Common Stock (SO) 0.0 $307k 4.3k 71.41
Canadian Pacific Railway Foreign Stock (CP) 0.0 $304k -3% 4.1k 74.59
Insulet Corp Common Stock (PODD) 0.0 $294k 1.0k 294.39
Block Common Stock (HRB) 0.0 $294k 8.0k 36.51
Public Storage Common Stock (PSA) 0.0 $291k 1.0k 280.19
Match Group Common Stock (MTCH) 0.0 $290k 7.0k 41.49
Palo Alto Networks Common Stock (PANW) 0.0 $286k 2.0k 139.54
Monro Muffler & Brake Common Stock (MNRO) 0.0 $283k 6.3k 45.20
Enphase Energy Common Stock (ENPH) 0.0 $280k +3% 1.1k 264.96
Fedex Corp Common Stock (FDX) 0.0 $275k -13% 1.6k 173.20
Progressive Corp Ohio Common Stock (PGR) 0.0 $274k 2.1k 129.71

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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