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 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.

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