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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 29.21% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: REGN (+$23M), PAYC (+$13M), VEEV (+$10M), WMT, NVDA, SPY, ADBE, LOW, ORLY, TPL.
Started 41 new stock positions in BBY, ESGD, Ge Vernova, VUSB, KEYS, VNQ, GVI, IEMG, UBER, PRI.
Reduced shares in these 10 stocks: MA (-$20M), HDB (-$14M), FI (-$11M), PYPL (-$10M), MSFT (-$9.6M), INTU (-$8.8M), SYK (-$7.6M), VLTO (-$7.0M), TJX (-$6.7M), V (-$6.3M).
Sold out of its positions in ABM, AEM, AME, AUR, GOLD, BHP, CGC, CRWD, DBX, EGP.
Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-127M.
Loring Wolcott & Coolidge Fiduciary Advisors has $10B in assets under management (AUM), dropping by -0.32%.
Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Loring Wolcott & Coolidge Fiduciary Advisors holds 563 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Loring Wolcott & Coolidge Fiduciary Advisors has 563 total positions. Only the first 250 positions are shown.

Sign up to view all of the Loring Wolcott & Coolidge Fiduciary Advisors March 31, 2024 positions
Download the Loring Wolcott & Coolidge Fiduciary Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.6	$769M		1.9M	400.96	View chart
Mastercard Common Stock (MA)	6.8	$689M	-2%	1.5M	456.75	View chart
Intuit Common Stock (INTU)	5.8	$581M		953k	609.77	View chart
Alphabet Common Stock (GOOGL)	4.6	$468M		3.0M	156.28	View chart
Fiserv Common Stock (FI)	4.3	$433M	-2%	2.9M	148.80	View chart
Stryker Corp Common Stock (SYK)	4.0	$399M		1.2M	327.68	View chart
Danaher Corp Shs Ben Int Common Stock (DHR)	3.9	$396M		1.7M	236.08	View chart
Amazon.com Common Stock (AMZN)	3.7	$370M		2.1M	177.23	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.9	$289M		528k	548.38	View chart
Adobe Systems Common Stock (ADBE)	2.7	$268M		573k	466.89	View chart
Apple Common Stock (AAPL)	2.6	$259M		1.6M	165.84	View chart
American Tower Corp Common Stock (AMT)	2.5	$252M		1.5M	172.30	View chart
Tjx Companies Common Stock (TJX)	2.3	$232M	-2%	2.5M	94.08	View chart
Nxp Semiconductors Foreign Stock (NXPI)	2.2	$219M	-2%	1.0M	218.66	View chart
Servicenow Common Stock (NOW)	2.2	$217M	-2%	301k	721.95	View chart
Eog Resources Common Stock (EOG)	2.0	$200M		1.5M	133.90	View chart
Wex Common Stock (WEX)	2.0	$200M		866k	230.64	View chart
Canadian National Railway Foreign Stock (CNI)	1.9	$190M		1.5M	129.32	View chart
Abbott Laboratories Common Stock (ABT)	1.9	$187M		1.7M	107.07	View chart
Paycom Software Common Stock (PAYC)	1.8	$182M	+7%	977k	186.71	View chart
Costco Wholesale Corp Common Stock (COST)	1.8	$182M		254k	715.46	View chart
Automatic Data Processing Common Stock (ADP)	1.6	$162M		658k	246.31	View chart
Visa Common Stock (V)	1.6	$161M	-3%	592k	272.33	View chart
Church & Dwight Common Stock (CHD)	1.4	$144M		1.4M	105.95	View chart
Roper Industries Common Stock (ROP)	1.3	$128M	-2%	238k	539.11	View chart
Salesforce.com Common Stock (CRM)	1.2	$125M	-3%	455k	273.81	View chart
Trade Desk Common Stock (TTD)	1.1	$109M	-2%	1.4M	77.84	View chart
Meta Platforms Inc Cl A Common Stock (META)	1.1	$108M		223k	481.73	View chart
Parker-hannifin Corp Common Stock (PH)	1.0	$103M		192k	539.72	View chart
Nvidia Corp Common Stock (NVDA)	1.0	$97M	+3%	122k	795.18	View chart
Home Depot Common Stock (HD)	0.8	$84M		250k	336.11	View chart
Nike Inc Class B Common Stock (NKE)	0.8	$83M	-2%	886k	94.19	View chart
Starbucks Corp Common Stock (SBUX)	0.8	$82M		925k	88.18	View chart
Lowes Companies Common Stock (LOW)	0.8	$82M		353k	231.23	View chart
Regeneron Phar Common Stock (REGN)	0.8	$79M	+42%	87k	900.16	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$74M		181k	408.78	View chart
Align Technology Common Stock (ALGN)	0.7	$71M		235k	300.82	View chart
Procter & Gamble Common Stock (PG)	0.7	$69M		431k	160.54	View chart
Idexx Labs Common Stock (IDXX)	0.7	$67M		140k	479.57	View chart
Union Pacific Common Stock (UNP)	0.6	$59M		253k	234.47	View chart
O'reilly Automotive Common Stock (ORLY)	0.6	$59M	+2%	54k	1091.46	View chart
Merck & Co Common Stock (MRK)	0.5	$54M		422k	126.94	View chart
Broadridge Financial Solutions Common Stock (BR)	0.5	$53M	-3%	275k	194.23	View chart
Veralto Corporation Common Stock (VLTO)	0.5	$50M	-12%	546k	91.23	View chart
Philip Morris International Common Stock (PM)	0.5	$49M		516k	94.06	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$48M		397k	120.56	View chart
Veeva Systems Common Stock (VEEV)	0.5	$47M	+27%	237k	199.06	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$46M	-6%	307k	149.12	View chart
Pepsico Common Stock (PEP)	0.4	$43M		245k	176.46	View chart
Asm Lithography Hldg N V Foreign Stock (ASML)	0.4	$42M		48k	872.05	View chart
Qualcomm Common Stock (QCOM)	0.4	$40M		250k	160.18	View chart
Analog Devices Corp Common Stock (ADI)	0.3	$34M	+2%	183k	186.31	View chart
Accenture Foreign Stock (ACN)	0.3	$34M		106k	317.42	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$33M		120k	275.58	View chart
Alphabet Common Stock (GOOG)	0.3	$31M	-2%	195k	157.95	View chart
Cabot Corp Common Stock (CBT)	0.3	$27M		288k	92.72	View chart
Hdfc Bank Ltd- Foreign Stock (HDB)	0.2	$23M	-37%	392k	58.30	View chart
Ross Stores Common Stock (ROST)	0.2	$20M		150k	133.77	View chart
Factset Research Systems Common Stock (FDS)	0.2	$20M	+2%	45k	438.43	View chart
Paypal Holdings Common Stock (PYPL)	0.2	$19M	-34%	308k	63.19	View chart
Amgen Common Stock (AMGN)	0.2	$19M	-2%	69k	271.91	View chart
Msci Common Stock (MSCI)	0.2	$18M		34k	515.17	View chart
Watsco Common Stock (WSO)	0.1	$14M		35k	406.50	View chart
Chevron Corp Common Stock (CVX)	0.1	$13M		78k	161.92	View chart
Ecolab Common Stock (ECL)	0.1	$13M	-3%	57k	219.31	View chart
Edwards Lifescience Corp Common Stock (EW)	0.1	$12M	-28%	133k	86.96	View chart
Walt Disney Productions Common Stock (DIS)	0.1	$11M	-7%	101k	111.99	View chart
Abbvie Common Stock (ABBV)	0.1	$9.8M		58k	167.89	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$9.4M	-4%	38k	249.96	View chart
Jp Morgan Chase & Co Common Stock (JPM)	0.1	$9.2M		49k	189.41	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$9.1M	-10%	90k	101.56	View chart
Conocophillips Common Stock (COP)	0.1	$8.0M		62k	129.33	View chart
Coca-cola Common Stock (KO)	0.1	$7.0M	-2%	116k	60.55	View chart
SPDR Equity Mutual F (SPY)	0.1	$6.9M	+48%	14k	499.73	View chart
Rockwell Automation Common Stock (ROK)	0.1	$6.7M		25k	273.47	View chart
Vanguard Equity Mutual F (VTI)	0.1	$6.7M	-6%	27k	247.64	View chart
Colgate Palmolive Common Stock (CL)	0.1	$6.4M	-3%	72k	88.33	View chart
Hannon Armstrong Sustainable Common Stock (HASI)	0.1	$6.3M	-4%	247k	25.39	View chart
Cintas Corp Common Stock (CTAS)	0.1	$6.0M		9.0k	665.00	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$5.5M	-2%	24k	234.36	View chart
Lilly Common Stock (LLY)	0.1	$5.3M	-5%	7.3k	731.33	View chart
Wal-mart Stores Common Stock (WMT)	0.0	$5.0M	+199%	83k	60.14	View chart
Norfolk Southern Corp Common Stock (NSC)	0.0	$4.8M		20k	244.61	View chart
Honeywell Intl Common Stock (HON)	0.0	$4.7M	-21%	24k	195.58	View chart
Zoetis Common Stock (ZTS)	0.0	$4.6M	+9%	32k	145.54	View chart
Deere & Co Common Stock (DE)	0.0	$4.6M	+8%	12k	399.61	View chart
Paychex Common Stock (PAYX)	0.0	$3.8M	-3%	31k	121.23	View chart
Nextera Energy Common Stock (NEE)	0.0	$3.7M	+15%	57k	65.31	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$3.7M	-8%	22k	164.84	View chart
State Street Corp Common Stock (STT)	0.0	$3.7M	-24%	49k	74.51	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$3.3M		8.9k	368.93	View chart
Cisco Systems Common Stock (CSCO)	0.0	$3.2M	-6%	68k	48.14	View chart
Universal Health Services Common Stock (UHS)	0.0	$3.2M		20k	161.13	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.0	$3.1M		5.00	617284.00	View chart
Intel Corp Common Stock (INTC)	0.0	$2.9M	-2%	85k	34.41	View chart
Ishares Equity Mutual F (IWF)	0.0	$2.9M	-22%	9.0k	319.30	View chart
SPDR Equity Mutual F (MDY)	0.0	$2.8M		5.3k	523.50	View chart
Discover Financial Services Common Stock (DFS)	0.0	$2.7M	-4%	22k	126.68	View chart
Vanguard Equity Mutual F (VIG)	0.0	$2.7M		15k	175.50	View chart
Select Med Hldgs Corp Common Stock (SEM)	0.0	$2.7M		98k	27.33	View chart
Broadcom Common Stock (AVGO)	0.0	$2.6M	-2%	2.1k	1224.46	View chart
Tesla Motors Common Stock (TSLA)	0.0	$2.6M	-4%	18k	142.05	View chart
Cummins Common Stock (CMI)	0.0	$2.6M	-7%	8.8k	290.40	View chart
Novo-nordisk A/s Foreign Stock (NVO)	0.0	$2.5M		20k	125.26	View chart
The Hershey Company Common Stock (HSY)	0.0	$2.4M	+9%	13k	186.33	View chart
Becton Dickinson Common Stock (BDX)	0.0	$2.4M	-6%	10k	233.88	View chart
Estee Lauder Companies Common Stock (EL)	0.0	$2.4M	-31%	16k	147.42	View chart
Unilever Foreign Stock (UL)	0.0	$2.4M	-13%	49k	48.06	View chart
Invesco Equity Mutual F (QQQ)	0.0	$2.3M		5.4k	418.82	View chart
Morgan Stanley Common Stock (MS)	0.0	$2.2M		24k	92.09	View chart
Intl Business Machines Corp Common Stock (IBM)	0.0	$2.2M		12k	181.90	View chart
Dupont De Nemours Common Stock (DD)	0.0	$2.2M	-11%	30k	73.91	View chart
Sysco Corp Common Stock (SYY)	0.0	$2.1M	-8%	28k	77.32	View chart
General Electric Common Stock (GE)	0.0	$2.1M	+2%	14k	150.19	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$2.0M		4.1k	491.23	View chart
Mccormick & Company Common Stock (MKC)	0.0	$2.0M	-7%	26k	74.69	View chart
Pfizer Common Stock (PFE)	0.0	$1.9M		73k	26.26	View chart
Texas Common Stock (TPL)	0.0	$1.8M	+200%	3.1k	585.82	View chart
Spdr Gold Trust Equity Mutual F (GLD)	0.0	$1.8M	-26%	8.5k	215.57	View chart
Chubb Foreign Stock (CB)	0.0	$1.8M		7.3k	251.50	View chart
Linde Foreign Stock (LIN)	0.0	$1.6M		3.6k	446.97	View chart
Iqvia Holdings Common Stock (IQV)	0.0	$1.6M	-24%	7.0k	231.34	View chart
Dow Common Stock (DOW)	0.0	$1.5M	-17%	27k	56.99	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$1.5M		3.3k	461.39	View chart
Target Corp Common Stock (TGT)	0.0	$1.5M		9.0k	167.11	View chart
Ishares Equity Mutual F (IWO)	0.0	$1.5M		6.0k	247.92	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$1.4M	-2%	38k	37.73	View chart
Fortive Corp Common Stock (FTV)	0.0	$1.4M		18k	80.36	View chart
Timken Common Stock (TKR)	0.0	$1.4M		16k	85.69	View chart
Ishares Equity Mutual F (IWD)	0.0	$1.4M	-16%	7.9k	171.98	View chart
Royal Dutch Shell Common Stock (SHEL)	0.0	$1.4M		19k	72.39	View chart
American Express Common Stock (AXP)	0.0	$1.3M		5.8k	233.00	View chart
Corteva Common Stock (CTVA)	0.0	$1.3M	-15%	24k	55.20	View chart
Ishares Equity Mutual F (IWN)	0.0	$1.3M		8.7k	149.50	View chart
Biogen Idec Common Stock (BIIB)	0.0	$1.3M		6.5k	194.11	View chart
Mondelez International Common Stock (MDLZ)	0.0	$1.2M		17k	69.41	View chart
Generac Holdings Common Stock (GNRC)	0.0	$1.2M	-54%	8.6k	134.12	View chart
General Mills Common Stock (GIS)	0.0	$1.2M	-2%	16k	71.17	View chart
S&p Global Common Stock (SPGI)	0.0	$1.2M	-17%	2.8k	416.93	View chart
Valmont Industries Common Stock (VMI)	0.0	$1.1M		5.3k	211.71	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$1.1M	-32%	22k	49.14	View chart
Snowflake Inc Cl A Common Stock (SNOW)	0.0	$1.1M		7.4k	147.21	View chart
American Water Works Common Stock (AWK)	0.0	$1.1M		9.0k	119.26	View chart
Diamondback Common Stock (FANG)	0.0	$1.1M		5.3k	202.58	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$1.0M		357.00	2884.25	View chart
Enphase Energy Common Stock (ENPH)	0.0	$1.0M		9.3k	110.51	View chart
Mercadolibre Common Stock (MELI)	0.0	$1.0M		745.00	1368.23	View chart
Pioneer Natural Resources Common Stock (PXD)	0.0	$1.0M		3.7k	273.54	View chart
Emerson Electric Common Stock (EMR)	0.0	$999k		9.2k	108.63	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$989k		24k	40.57	View chart
Booking Holdings Common Stock (BKNG)	0.0	$980k	-7%	283.00	3463.00	View chart
Vanguard Equity Mutual F (VEA)	0.0	$963k	-21%	20k	48.38	View chart
Vanguard Equity Mutual F (VEU)	0.0	$940k		17k	56.84	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$892k	-11%	13k	69.63	View chart
Enbridge Foreign Stock (ENB)	0.0	$889k		25k	35.35	View chart
Advance Micro Devices Common Stock (AMD)	0.0	$888k		6.0k	148.64	View chart
Ishares Equity Mutual F (IVV)	0.0	$870k	-50%	1.7k	502.12	View chart
Boeing Common Stock (BA)	0.0	$867k		5.1k	170.48	View chart
Mettler Toledo Intl Common Stock (MTD)	0.0	$858k		715.00	1199.46	View chart
Vanguard Equity Mutual F (VUG)	0.0	$825k		2.5k	325.61	View chart
Moodys Corp Common Stock (MCO)	0.0	$820k	-5%	2.2k	379.26	View chart
Brown Forman Corp Common Stock (BF.B)	0.0	$786k		16k	49.15	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$768k	-14%	3.8k	201.43	View chart
Mckesson Corp Common Stock (MCK)	0.0	$764k		1.4k	527.32	View chart
Diageo Foreign Stock (DEO)	0.0	$761k	-23%	5.4k	142.11	View chart
Ishares Equity Mutual F (IWM)	0.0	$760k		3.9k	195.30	View chart
Fastenal Common Stock (FAST)	0.0	$760k		11k	67.45	View chart
Simon Properties Group Common Stock (SPG)	0.0	$752k		5.3k	142.41	View chart
Agilent Technologies Common Stock (A)	0.0	$749k		5.6k	133.91	View chart
Pool Corp Common Stock (POOL)	0.0	$746k		2.0k	365.88	View chart
Constellation Brands Cl A Common Stock (STZ)	0.0	$743k		2.9k	259.74	View chart
Vanguard Equity Mutual F (VOO)	0.0	$735k	-61%	1.6k	459.05	View chart
Vanguard Equity Mutual F (VTV)	0.0	$734k	-25%	4.7k	157.07	View chart
Sherwin Williams Common Stock (SHW)	0.0	$724k		2.3k	309.26	View chart
Cheniere Energy Common Stock (LNG)	0.0	$724k		4.5k	160.44	View chart
Netflix Common Stock (NFLX)	0.0	$715k	-18%	1.3k	554.60	View chart
Ishares Equity Mutual F (IJR)	0.0	$706k		6.8k	104.11	View chart
Texas Instruments Common Stock (TXN)	0.0	$697k		4.3k	163.43	View chart
United Parcel Service Common Stock (UPS)	0.0	$691k		4.8k	145.36	View chart
Donaldson Common Stock (DCI)	0.0	$687k		9.5k	72.05	View chart
Novartis Foreign Stock (NVS)	0.0	$675k	-9%	7.1k	95.12	View chart
Ishares Equity Mutual F (IVE)	0.0	$664k	-15%	3.7k	179.71	View chart
Tractor Supply Common Stock (TSCO)	0.0	$641k	+17%	2.5k	253.38	View chart
Dover Corp Common Stock (DOV)	0.0	$634k	-5%	3.7k	170.28	View chart
Corning Common Stock (GLW)	0.0	$621k		20k	31.55	View chart
Vanguard Equity Mutual F (ESGV)	0.0	$612k		7.0k	88.06	View chart
Equinix Common Stock (EQIX)	0.0	$594k		787.00	754.74	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$579k		2.1k	281.68	View chart
Gilead Sciences Common Stock (GILD)	0.0	$575k		8.6k	66.95	View chart
W P Carey Common Stock (WPC)	0.0	$562k		10k	56.22	View chart
Cameco Corp Foreign Stock (CCJ)	0.0	$551k		12k	47.29	View chart
Invesco Equity Mutual F (RSP)	0.0	$520k		3.2k	161.03	View chart
Cigna Corporation Common Stock (CI)	0.0	$515k		1.5k	353.18	View chart
Ishares Equity Mutual F (IVW)	0.0	$500k	-4%	6.2k	80.12	View chart
Synopsys Common Stock (SNPS)	0.0	$488k	+3%	946.00	515.49	View chart
Ge Vernova Common Stock	0.0	$478k	NEW	3.5k	136.69	View chart
Ishares Equity Mutual F (IJK)	0.0	$477k	-4%	5.6k	85.58	View chart
First Solar Common Stock (FSLR)	0.0	$470k		2.7k	176.28	View chart
Autodesk Common Stock (ADSK)	0.0	$468k		2.2k	217.13	View chart
Tyler Technologies Common Stock (TYL)	0.0	$467k	-44%	1.1k	411.41	View chart
Ishares Equity Mutual F (EFA)	0.0	$463k	-3%	6.0k	77.01	View chart
Coterra Energy Common Stock (CTRA)	0.0	$461k		17k	27.94	View chart
Vanguard Bond Mutual Fun (VUSB)	0.0	$461k	NEW	9.3k	49.40	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$457k		1.1k	417.98	View chart
SPDR Equity Mutual F (XLK)	0.0	$457k		2.4k	194.25	View chart
Altria Group Common Stock (MO)	0.0	$456k		11k	42.57	View chart
Vanguard Equity Mutual F (VO)	0.0	$450k		1.9k	236.89	View chart
Aflac Common Stock (AFL)	0.0	$449k		5.4k	83.52	View chart
Amphenol Corp Common Stock (APH)	0.0	$445k		4.0k	111.86	View chart
SPDR Equity Mutual F (DIA)	0.0	$442k		1.2k	382.37	View chart
Xylem Common Stock (XYL)	0.0	$438k		3.4k	128.98	View chart
Pnc Financial Corp Common Stock (PNC)	0.0	$436k		2.8k	155.93	View chart
Balchem Corp Common Stock (BCPC)	0.0	$436k		3.0k	143.72	View chart
Kimberly-clark Corp Common Stock (KMB)	0.0	$434k		3.4k	128.93	View chart
BP Foreign Stock (BP)	0.0	$412k		11k	38.91	View chart
Lindblad Expeditions Holdings Common Stock (LIND)	0.0	$411k		57k	7.25	View chart
T-mobile Us Common Stock (TMUS)	0.0	$397k		2.4k	162.36	View chart
Sabine Royalty Trust Common Stock (SBR)	0.0	$385k		6.1k	62.89	View chart
Caterpillar Common Stock (CAT)	0.0	$383k		1.1k	357.61	View chart
Verizon Common Stock (VZ)	0.0	$377k	+8%	9.8k	38.60	View chart
Xtrackers Equity Mutual F (DBJP)	0.0	$370k		5.1k	72.49	View chart
Ishares Equity Mutual F (IJH)	0.0	$360k	+400%	6.3k	57.16	View chart
Occidental Petroleum Corp Common Stock (OXY)	0.0	$355k		5.3k	67.00	View chart
Blackrock Common Stock (BLK)	0.0	$346k	+2%	455.00	760.11	View chart
Canadian Pacific Kansas City Foreign Stock (CP)	0.0	$342k		4.0k	86.42	View chart
Progressive Corp Ohio Common Stock (PGR)	0.0	$339k		1.6k	213.00	View chart
First Tr Equity Mutual F (RDVY)	0.0	$336k		6.2k	53.85	View chart
Kinsale Cap Group Common Stock (KNSL)	0.0	$324k		700.00	463.23	View chart
HP Common Stock (HPQ)	0.0	$317k		12k	27.70	View chart
Applied Materials Common Stock (AMAT)	0.0	$315k		1.7k	189.46	View chart
Te Connectivity Foreign Stock (TEL)	0.0	$312k		2.2k	143.77	View chart
Carrier Global Corp Common Stock (CARR)	0.0	$308k		5.7k	53.62	View chart
Ford Motor Common Stock (F)	0.0	$301k	-4%	23k	12.88	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$301k	-25%	4.9k	61.10	View chart
Ishares Equity Mutual F (CRBN)	0.0	$300k		1.8k	171.24	View chart
Phillips 66 Common Stock (PSX)	0.0	$296k	-46%	1.9k	157.05	View chart
Jacobs Solutions Common Stock (J)	0.0	$295k		2.1k	144.11	View chart
Yum! Brands Common Stock (YUM)	0.0	$295k		2.1k	139.06	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$288k	NEW	1.0k	285.02	View chart
Oracle Corp Common Stock (ORCL)	0.0	$288k	+13%	2.5k	114.53	View chart
Vanguard Equity Mutual F (VONV)	0.0	$288k	-12%	3.8k	75.54	View chart
Elevance Health Common Stock (ELV)	0.0	$285k	+2%	536.00	532.22	View chart
Ishares Equity Mutual F (IWS)	0.0	$280k	+4%	2.4k	118.80	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.0	$278k		1.9k	145.79	View chart
Vanguard Equity Mutual F (VONG)	0.0	$274k	-12%	3.3k	82.15	View chart
Dexcom Common Stock (DXCM)	0.0	$269k		2.0k	131.52	View chart
Schlumberger Foreign Stock (SLB)	0.0	$267k		5.4k	49.51	View chart
Coupang Foreign Stock (CPNG)	0.0	$266k	-18%	12k	22.46	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.0	$265k		2.7k	96.29	View chart
Waste Management Common Stock (WM)	0.0	$264k	-5%	1.3k	207.53	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 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
Loring Wolcott & Coolidge Fiduciary Advisors 2020 Q3 filed Oct. 15, 2020

View all past filings

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