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 MA, MSFT, DHR, INTU, FISV, and represent 25.34% of Loring Wolcott & Coolidge Fiduciary Advisors's stock portfolio.
  • Added to shares of these 10 stocks: PYPL (+$56M), TMO (+$46M), NOW (+$36M), COST (+$19M), ADBE (+$16M), ORLY (+$7.4M), FB (+$5.9M), NXPI, MRK, REGN.
  • Started 4 new stock positions in DASH, J, FSK, NRZ.
  • Reduced shares in these 10 stocks: UL (-$37M), ADP (-$32M), BDX (-$24M), PAYC (-$21M), CNI (-$18M), TJX (-$13M), MA (-$12M), CL (-$8.7M), WEX, UNP.
  • Sold out of its positions in ABB, AMCX, ASGN, ARKK, ATNI, AZZ, XLRN, ACIW, ATVI, AYI.
  • Loring Wolcott & Coolidge Fiduciary Advisors was a net seller of stock by $-5.3M.
  • Loring Wolcott & Coolidge Fiduciary Advisors has $9.0B in assets under management (AUM), dropping by 1.19%.
  • Central Index Key (CIK): 0000932974

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Portfolio Holdings for Loring Wolcott & Coolidge Fiduciary Advisors

Companies in the Loring Wolcott & Coolidge Fiduciary Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastercard Common Stock (MA) 6.9 $622M 1.7M 356.05
Microsoft Corp Common Stock (MSFT) 5.6 $503M 2.1M 235.77
Danaher Corp Shs Ben Int Common Stock (DHR) 4.5 $406M 1.8M 225.08
Intuit Common Stock (INTU) 4.4 $395M 1.0M 383.06
Fiserv Common Stock (FISV) 4.0 $365M 3.1M 119.04
American Tower Corp Common Stock (AMT) 4.0 $363M 1.5M 239.06
Stryker Corp Common Stock (SYK) 3.6 $327M 1.3M 243.58
Alphabet Common Stock (GOOGL) 3.4 $303M 147k 2062.52
Paycom Software Common Stock (PAYC) 3.1 $285M -6% 769k 370.06
Amazon.com Common Stock (AMZN) 3.0 $274M 89k 3094.08
Adobe Systems Common Stock (ADBE) 2.9 $258M +6% 542k 475.37
Tjx Companies Common Stock (TJX) 2.7 $240M -5% 3.6M 66.15
Apple Common Stock (AAPL) 2.6 $232M 1.9M 122.15
Abbott Laboratories Common Stock (ABT) 2.4 $216M 1.8M 119.84

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Nxp Semiconductors Foreign Stock (NXPI) 2.3 $206M +2% 1.0M 201.34
Canadian National Railway Foreign Stock (CNI) 1.9 $171M -9% 1.5M 115.98
Automatic Data Processing Common Stock (ADP) 1.8 $162M -16% 858k 188.47
Thermo Fisher Scientific Common Stock (TMO) 1.7 $157M +40% 344k 456.38
Church & Dwight Common Stock (CHD) 1.7 $152M 1.7M 87.35
Paypal Holdings Common Stock (PYPL) 1.7 $152M +58% 625k 242.84
Starbucks Corp Common Stock (SBUX) 1.7 $152M 1.4M 109.27
Walt Disney Productions Common Stock (DIS) 1.6 $149M 808k 184.52
Servicenow Common Stock (NOW) 1.6 $148M +31% 296k 500.11
Becton Dickinson Common Stock (BDX) 1.6 $141M -14% 579k 243.15
Salesforce.com Common Stock (CRM) 1.6 $141M +2% 664k 211.87
Visa Common Stock (V) 1.5 $138M 652k 211.73
Nike Inc Class B Common Stock (NKE) 1.4 $126M 944k 132.89
Facebook Common Stock (FB) 1.4 $125M +4% 426k 294.53
Trade Desk Common Stock (TTD) 1.2 $108M 165k 651.66
Eog Resources Common Stock (EOG) 1.2 $106M 1.5M 72.53
Roper Industries Common Stock (ROP) 1.1 $99M +4% 245k 403.34
Wex Common Stock (WEX) 1.0 $93M -3% 445k 209.22
Hdfc Bank Ltd- Foreign Stock (HDB) 1.0 $87M 1.1M 77.69
Ecolab Common Stock (ECL) 0.9 $84M -3% 393k 214.07
Home Depot Common Stock (HD) 0.9 $82M 268k 305.25
Edwards Lifescience Corp Common Stock (EW) 0.9 $82M 979k 83.64
Idexx Labs Common Stock (IDXX) 0.8 $73M 150k 489.31
Costco Wholesale Corp Common Stock (COST) 0.7 $66M +41% 188k 352.48
Procter & Gamble Common Stock (PG) 0.7 $65M 477k 135.43
Johnson & Johnson Common Stock (JNJ) 0.7 $62M 380k 164.35
Unilever Foreign Stock (UL) 0.7 $62M -37% 1.1M 55.83
Lowes Companies Common Stock (LOW) 0.6 $52M 273k 190.18
Iqvia Holdings Common Stock (IQV) 0.5 $50M +6% 257k 193.14
Union Pacific Common Stock (UNP) 0.5 $48M -5% 218k 220.41
Berkshire Hathaway Common Stock (BRK.B) 0.5 $45M -5% 177k 255.47
Philip Morris International Common Stock (PM) 0.5 $42M -2% 471k 88.74
Broadridge Financial Solutions Common Stock (BR) 0.4 $37M +14% 244k 153.10
Accenture Foreign Stock (ACN) 0.4 $36M -4% 132k 276.25
Qualcomm Common Stock (QCOM) 0.4 $36M -2% 273k 132.59
Align Technology Common Stock (ALGN) 0.4 $36M 66k 541.53
Pepsico Common Stock (PEP) 0.4 $34M +2% 238k 141.45
Mcdonalds Corp Common Stock (MCD) 0.3 $30M -4% 133k 224.14
Merck & Co Common Stock (MRK) 0.3 $28M +20% 368k 77.09
Exxon Mobil Corp Common Stock (XOM) 0.3 $26M -5% 467k 55.83
Alphabet Common Stock (GOOG) 0.3 $23M -7% 11k 2068.64
Analog Devices Corp Common Stock (ADI) 0.3 $23M +3% 146k 155.08
Amgen Common Stock (AMGN) 0.2 $21M +5% 84k 248.81
Colgate Palmolive Common Stock (CL) 0.2 $21M -29% 261k 78.83
Ross Stores Common Stock (ROST) 0.2 $20M -2% 163k 119.91
Jack Henry & Associates Common Stock (JKHY) 0.2 $20M -5% 129k 151.72
Cabot Corp Common Stock (CBT) 0.2 $18M 347k 52.44
Msci Common Stock (MSCI) 0.2 $15M 36k 419.30
O'reilly Automotive Common Stock (ORLY) 0.1 $13M +147% 25k 507.26
Raytheon Technologies Corp Common Stock (RTX) 0.1 $11M -7% 140k 77.27
Veeva Systems Common Stock (VEEV) 0.1 $11M 41k 261.23
Illinois Tool Works Common Stock (ITW) 0.1 $10M -3% 46k 221.53
State Street Corp Common Stock (STT) 0.1 $9.7M +3% 116k 84.01
Intel Corp Common Stock (INTC) 0.1 $9.4M -3% 148k 64.00
Dollar Gen Corp Common Stock (DG) 0.1 $9.0M +10% 44k 202.62
Estee Lauder Companies Common Stock (EL) 0.1 $8.9M 31k 290.86
Discovery Common Stock (DISCA) 0.1 $8.4M -5% 192k 43.46
Abbvie Common Stock (ABBV) 0.1 $8.0M -7% 74k 108.22
Air Products & Chemicals Common Stock (APD) 0.1 $7.7M 28k 281.34
Jp Morgan Chase & Co Common Stock (JPM) 0.1 $7.1M 47k 152.22
Chevron Corp Common Stock (CVX) 0.1 $7.0M 67k 104.79
Honeywell Intl Common Stock (HON) 0.1 $6.7M -8% 31k 217.07
Coca-cola Common Stock (KO) 0.1 $6.7M -3% 126k 52.71
Fortive Corp Common Stock (FTV) 0.1 $6.4M -28% 91k 70.64
Trex Company Common Stock (TREX) 0.1 $6.3M +211% 68k 91.53
Rockwell Automation Common Stock (ROK) 0.1 $6.0M 23k 265.45
3m Company Common Stock (MMM) 0.1 $5.5M -2% 28k 192.68
Abiomed Common Stock (ABMD) 0.1 $5.3M 17k 318.75
Cisco Systems Common Stock (CSCO) 0.1 $5.2M +4% 101k 51.71
Watsco Common Stock (WSO) 0.1 $5.0M -11% 19k 260.73
Vanguard Equity Mutual F (VTI) 0.1 $4.9M -11% 24k 206.69
Cintas Corp Common Stock (CTAS) 0.1 $4.9M -19% 15k 341.28
Regeneron Phar Common Stock (REGN) 0.1 $4.8M +6234% 10k 473.11
Tesla Motors Common Stock (TSLA) 0.1 $4.6M -8% 6.9k 667.92
Paychex Common Stock (PAYX) 0.0 $4.4M 45k 98.02
First Republic Bank Common Stock (FRC) 0.0 $4.3M 26k 166.73
Wal-mart Stores Common Stock (WMT) 0.0 $4.2M +2% 31k 135.82
Amcor Foreign Stock (AMCR) 0.0 $4.1M -19% 354k 11.68
Tyler Technologies Common Stock (TYL) 0.0 $4.1M 9.6k 424.50
Zoetis Common Stock (ZTS) 0.0 $3.9M +5% 25k 157.49
Ishares Equity Mutual F (IVV) 0.0 $3.8M -25% 9.6k 397.80
Ishares Equity Mutual F (IWF) 0.0 $3.8M -23% 16k 243.07
Deere & Co Common Stock (DE) 0.0 $3.8M 10k 374.14
Nvidia Corp Common Stock (NVDA) 0.0 $3.6M -3% 6.8k 533.90
Norfolk Southern Corp Common Stock (NSC) 0.0 $3.4M -15% 13k 268.52
Mccormick & Company Common Stock (MKC) 0.0 $3.4M 39k 89.15
Ulta Beauty Common Stock (ULTA) 0.0 $3.3M -2% 11k 309.17
SPDR Equity Mutual F (SPY) 0.0 $3.2M -4% 8.1k 396.35
Bristol-myers Squibb Common Stock (BMY) 0.0 $3.0M -15% 47k 63.14
Conocophillips Common Stock (COP) 0.0 $3.0M 56k 52.98
Pfizer Common Stock (PFE) 0.0 $2.8M +11% 77k 36.23
Cummins Common Stock (CMI) 0.0 $2.5M -4% 9.7k 259.09
Illumina Common Stock (ILMN) 0.0 $2.4M 6.3k 384.09
Invesco Equity Mutual F (QQQ) 0.0 $2.4M -11% 7.5k 319.09
Discover Financial Services Common Stock (DFS) 0.0 $2.4M 25k 95.00
Target Corp Common Stock (TGT) 0.0 $2.4M +4% 12k 198.03
Berkshire Hathaway Common Stock (BRK.A) 0.0 $2.3M 6.00 385666.67
Biogen Idec Common Stock (BIIB) 0.0 $2.3M 8.2k 279.81
Morgan Stanley Common Stock (MS) 0.0 $2.2M +13% 28k 77.67
Intuitive Surgical Common Stock (ISRG) 0.0 $2.2M -5% 3.0k 738.88
Nextera Energy Common Stock (NEE) 0.0 $2.1M +11% 28k 75.61
Sysco Corp Common Stock (SYY) 0.0 $2.1M 27k 78.73
Cmc Materials Common Stock (CCMP) 0.0 $2.1M 12k 176.79
Comcast Corp Common Stock (CMCSA) 0.0 $2.0M 37k 54.11
Cvs Health Corp Common Stock (CVS) 0.0 $2.0M 26k 75.22
Everbridge Common Stock (EVBG) 0.0 $2.0M 16k 121.17
Netflix Common Stock (NFLX) 0.0 $1.9M +4% 3.6k 521.60
Enbridge Foreign Stock (ENB) 0.0 $1.9M -27% 51k 36.40
Bank Of America Corp Common Stock (BAC) 0.0 $1.8M +6% 47k 38.68
Wells Fargo & Co Common Stock (WFC) 0.0 $1.8M +6% 46k 39.07
Ishares Equity Mutual F (IVW) 0.0 $1.7M +43% 27k 65.10
Walgreens Boots Alliance Common Stock (WBA) 0.0 $1.7M -6% 32k 54.91
General Electric Common Stock (GE) 0.0 $1.7M +23% 131k 13.13
Ishares Equity Mutual F (IWO) 0.0 $1.7M -13% 5.7k 300.70
Brown Forman Corp Common Stock (BF.B) 0.0 $1.7M -44% 24k 68.96
Valmont Industries Common Stock (VMI) 0.0 $1.6M 6.8k 237.68
SPDR Equity Mutual F (MDY) 0.0 $1.6M -13% 3.4k 476.02
Vanguard Equity Mutual F (VIG) 0.0 $1.6M -4% 11k 147.06
Sea Common Stock (SE) 0.0 $1.6M 7.2k 223.29
Broadcom Common Stock (AVGO) 0.0 $1.5M 3.3k 463.73
General Mills Common Stock (GIS) 0.0 $1.5M -17% 25k 61.32
American Express Common Stock (AXP) 0.0 $1.5M +5% 11k 141.44
The Hershey Company Common Stock (HSY) 0.0 $1.5M -4% 9.6k 158.19
Factset Research Systems Common Stock (FDS) 0.0 $1.5M 4.9k 308.61
Boeing Common Stock (BA) 0.0 $1.5M 5.8k 254.79
Diageo Foreign Stock (DEO) 0.0 $1.5M -2% 9.0k 164.23
Intl Business Machines Corp Common Stock (IBM) 0.0 $1.4M -5% 10k 133.27
Dover Corp Common Stock (DOV) 0.0 $1.4M -6% 10k 137.15
Ihs Markit Foreign Stock (INFO) 0.0 $1.3M 14k 96.77
Novartis Foreign Stock (NVS) 0.0 $1.3M -20% 16k 85.45
Chubb Foreign Stock (CB) 0.0 $1.3M -5% 8.3k 157.95
Timken Common Stock (TKR) 0.0 $1.3M 16k 81.19
Vanguard Equity Mutual F (VWO) 0.0 $1.3M +49% 25k 52.04
S&p Global Common Stock (SPGI) 0.0 $1.2M +11% 3.5k 352.86
Altria Group Common Stock (MO) 0.0 $1.2M +2% 23k 51.18
Unitedhealth Group Common Stock (UNH) 0.0 $1.1M +3% 3.1k 372.06
Lindblad Expeditions Holdings Common Stock (LIND) 0.0 $1.1M 60k 18.90
Dupont De Nemours Common Stock (DD) 0.0 $1.1M -5% 15k 77.31
Verizon Common Stock (VZ) 0.0 $1.1M +7% 19k 58.14
Mondelez International Common Stock (MDLZ) 0.0 $1.1M 18k 58.52
Ishares Equity Mutual F (IWM) 0.0 $1.1M -13% 4.8k 220.97
Mercadolibre Common Stock (MELI) 0.0 $1.0M 710.00 1471.83
Gilead Sciences Common Stock (GILD) 0.0 $1.0M -4% 16k 64.63
Glaxosmithkline Foreign Stock (GSK) 0.0 $979k -23% 27k 35.70
Match Group Common Stock (MTCH) 0.0 $969k 7.1k 137.33
Kansas City Southern Corp Common Stock (KSU) 0.0 $957k 3.6k 263.85
Marsh & Mclennan Common Stock (MMC) 0.0 $951k -6% 7.8k 121.84
Ishares Equity Mutual F (IVE) 0.0 $950k +26% 6.7k 141.20
Dow Common Stock (DOW) 0.0 $944k 15k 63.96
Corning Common Stock (GLW) 0.0 $921k +4% 21k 43.49
Booking Holdings Common Stock (BKNG) 0.0 $909k +2% 390.00 2330.77
Royal Dutch Shell Foreign Stock (RDS.A) 0.0 $904k +27% 23k 39.22
Emerson Electric Common Stock (EMR) 0.0 $901k 10k 90.20
Mettler Toledo Intl Common Stock (MTD) 0.0 $867k 750.00 1156.00
Sunrun Common Stock (RUN) 0.0 $864k +5096% 14k 60.46
Novo-nordisk A/s Foreign Stock (NVO) 0.0 $819k 12k 67.42
Alibaba Group Foreign Stock (BABA) 0.0 $815k 3.6k 226.70
Ishares Equity Mutual F (IJR) 0.0 $792k -22% 7.3k 108.46
Cigna Corporation Common Stock (CI) 0.0 $789k 3.3k 241.88
Moodys Corp Common Stock (MCO) 0.0 $784k 2.6k 298.44
Ishares Equity Mutual F (IWN) 0.0 $775k -8% 4.9k 159.47
Xcel Energy Common Stock (XEL) 0.0 $767k 12k 66.48
Pnc Financial Corp Common Stock (PNC) 0.0 $751k -8% 4.3k 175.43
Parker-hannifin Corp Common Stock (PH) 0.0 $728k 2.3k 315.56
Simon Properties Group Common Stock (SPG) 0.0 $726k 6.4k 113.83
Qualys Common Stock (QLYS) 0.0 $723k -79% 6.9k 104.75
Beyond Meat Common Stock (BYND) 0.0 $720k +13% 5.5k 130.06
W P Carey Common Stock (WPC) 0.0 $710k 10k 70.79
Fastenal Common Stock (FAST) 0.0 $709k +2% 14k 50.26
Lilly Common Stock (LLY) 0.0 $701k +2% 3.8k 186.83
Twilio Common Stock (TWLO) 0.0 $681k -2% 2.0k 340.84
Stanley Black & Decker Common Stock (SWK) 0.0 $681k 3.4k 199.77
Kimberly-clark Corp Common Stock (KMB) 0.0 $679k +33% 4.9k 139.08
Ishares Equity Mutual F (EFA) 0.0 $669k 8.8k 75.88
Abm Industries Common Stock (ABM) 0.0 $657k 13k 51.01
Ishares Equity Mutual F (IEMG) 0.0 $652k -27% 10k 64.38
United Parcel Service Common Stock (UPS) 0.0 $643k +31% 3.8k 169.97
Us Bancorp Common Stock (USB) 0.0 $642k 12k 55.28
Linde Foreign Stock (LIN) 0.0 $632k -5% 2.3k 280.02
Ishares Equity Mutual F (IJK) 0.0 $628k 8.0k 78.34
Ishares Equity Mutual F (EFG) 0.0 $626k -33% 6.2k 100.38
Pool Corp Common Stock (POOL) 0.0 $621k 1.8k 345.00
Carmax Common Stock (KMX) 0.0 $621k +3% 4.7k 132.75
Shopify Common Stock (SHOP) 0.0 $596k +10% 539.00 1105.75
Balchem Corp Common Stock (BCPC) 0.0 $594k 4.7k 125.32
Sherwin Williams Common Stock (SHW) 0.0 $590k +6% 799.00 738.42
Boston Beer Company Common Stock (SAM) 0.0 $584k -18% 484.00 1206.61
Blackrock Common Stock (BLK) 0.0 $575k +12% 762.00 754.59
Donaldson Common Stock (DCI) 0.0 $554k 9.5k 58.11
Zimmer Holdings Common Stock (ZBH) 0.0 $547k 3.4k 160.13
Equinix Common Stock (EQIX) 0.0 $546k 803.00 679.95
Constellation Brands Cl A Common Stock (STZ) 0.0 $536k +5% 2.4k 227.79
SPDR Equity Mutual F (DIA) 0.0 $528k 1.6k 330.00
Jacobs Engineering Group Common Stock (J) 0.0 $517k NEW 4.0k 129.25
Medtronic Foreign Stock (MDT) 0.0 $517k +45% 4.4k 118.04
HP Common Stock (HPQ) 0.0 $516k +17% 16k 31.72
Vanguard Equity Mutual F (ESGV) 0.0 $513k +24% 7.0k 73.81
Northern Trust Corp Common Stock (NTRS) 0.0 $512k 4.9k 105.20
Texas Instruments Common Stock (TXN) 0.0 $495k +77% 2.6k 188.86
Vanguard Equity Mutual F (VEU) 0.0 $493k 8.1k 60.68
Diamondback Common Stock (FANG) 0.0 $492k 6.7k 73.43
Lamar Advertising Common Stock (LAMR) 0.0 $472k -7% 5.0k 93.93
Crown Castle Intl Corp Common Stock (CCI) 0.0 $463k +50% 2.7k 172.06
Aflac Common Stock (AFL) 0.0 $460k -3% 9.0k 51.17
V F Corporation Common Stock (VFC) 0.0 $460k -7% 5.8k 79.90
Monro Muffler & Brake Common Stock (MNRO) 0.0 $459k 7.0k 65.81
Autodesk Common Stock (ADSK) 0.0 $454k +3% 1.6k 277.34
Dominion Energy Common Stock (D) 0.0 $452k +2% 6.0k 75.90
Te Connectivity Foreign Stock (TEL) 0.0 $445k +36% 3.4k 129.21
SPDR Equity Mutual F (XLK) 0.0 $438k 3.3k 132.73
Fedex Corp Common Stock (FDX) 0.0 $431k 1.5k 283.93
Spdr Gold Trust Equity Mutual F (GLD) 0.0 $428k 2.7k 159.88
Baidu.com Foreign Stock (BIDU) 0.0 $427k 2.0k 217.30
British American Tobacco Foreign Stock (BTI) 0.0 $426k -4% 11k 38.71
Vanguard Equity Mutual F (VCR) 0.0 $414k 1.4k 295.71
Xylem Common Stock (XYL) 0.0 $410k -8% 3.9k 105.24
Ishares Equity Mutual F (IJJ) 0.0 $408k -31% 4.0k 102.00
Vontier Corp Common Stock (VNT) 0.0 $398k -65% 13k 30.30
Pioneer Natural Resources Common Stock (PXD) 0.0 $391k +23% 2.5k 158.94
Waste Management Common Stock (WM) 0.0 $383k +728% 3.0k 129.17
Chipotle Mexican Grill Common Stock (CMG) 0.0 $368k 259.00 1420.85
Corteva Common Stock (CTVA) 0.0 $365k -32% 7.8k 46.65
Northrop Grumman Corp Common Stock (NOC) 0.0 $357k -14% 1.1k 323.37
Amphenol Corp Common Stock (APH) 0.0 $354k +123% 5.4k 66.00
Ishares Equity Mutual F (IJH) 0.0 $346k -9% 1.3k 260.15
Nextera Energy Partners Common Stock (NEP) 0.0 $345k 4.7k 72.78
Carrier Global Corp Common Stock (CARR) 0.0 $343k -23% 8.1k 42.20
Q2 HLDGS Common Stock (QTWO) 0.0 $342k 3.4k 100.12
Eversource Energy Common Stock (ES) 0.0 $341k +231% 3.9k 86.48
Agilent Technologies Common Stock (A) 0.0 $338k +244% 2.7k 127.16
Lululemon Athletica Common Stock (LULU) 0.0 $336k 1.1k 306.85
Old National Bancorp Common Stock (ONB) 0.0 $328k 17k 19.33
Invesco Bond Mutual Fun (IQI) 0.0 $324k 25k 12.96
American Water Works Common Stock (AWK) 0.0 $322k 2.1k 149.84
Yum! Brands Common Stock (YUM) 0.0 $316k +34% 2.9k 108.03
Mckesson Corp Common Stock (MCK) 0.0 $314k +2% 1.6k 195.03
Pacira Pharmaceuticals Common Stock (PCRX) 0.0 $310k +4557% 4.4k 70.06
Vanguard Equity Mutual F (VB) 0.0 $308k +5% 1.4k 213.89
Cme Group Common Stock (CME) 0.0 $300k -37% 1.5k 204.08
Janus Henderson Short Duration Bond Mutual Fun (VNLA) 0.0 $299k 6.0k 50.15
Smucker J M Common Stock (SJM) 0.0 $296k 2.3k 126.71
Vail Resorts Common Stock (MTN) 0.0 $294k 1.0k 291.67
Alnylam Pharmaceuticals Common Stock (ALNY) 0.0 $289k 2.0k 141.18
BP Foreign Stock (BP) 0.0 $285k -3% 12k 24.36
First Solar Common Stock (FSLR) 0.0 $285k 3.3k 87.29
Agnico Eagle Mines Foreign Stock (AEM) 0.0 $283k 4.9k 57.76
Avalara Common Stock (AVLR) 0.0 $267k 2.0k 133.50
Otis Worldwide Corporation Common Stock (OTIS) 0.0 $265k -20% 3.9k 68.49
Qorvo Common Stock (QRVO) 0.0 $265k 1.5k 182.51
Microchip Technology Common Stock (MCHP) 0.0 $265k +25% 1.7k 155.15
Insulet Corp Common Stock (PODD) 0.0 $264k 1.0k 260.87
Netease Foreign Stock (NTES) 0.0 $257k 2.5k 103.21
Xtrackers Equity Mutual F (DBJP) 0.0 $255k 5.1k 49.95
Cognizant Technology Solutions Common Stock (CTSH) 0.0 $254k -11% 3.2k 78.23
Tractor Supply Common Stock (TSCO) 0.0 $254k 1.4k 176.76
At&t Common Stock (T) 0.0 $252k -34% 8.3k 30.32
Atlantic Union Bankshares Corp Common Stock (AUB) 0.0 $248k 6.5k 38.31
Ishares Equity Mutual F (IWS) 0.0 $247k 2.3k 109.34
Southern Common Stock (SO) 0.0 $247k +309% 4.0k 62.22
Citigroup Common Stock (C) 0.0 $242k -37% 3.3k 72.87
Fidelity Natl Information Svcs Common Stock (FIS) 0.0 $237k -20% 1.7k 140.65
Doordash Inc Class A Common Stock (DASH) 0.0 $232k NEW 1.8k 131.30
Johnson Controls International Foreign Stock (JCI) 0.0 $230k +5% 3.8k 59.77
Applied Materials Common Stock (AMAT) 0.0 $229k +40% 1.7k 133.76
Ishares Equity Mutual F (IWP) 0.0 $225k 2.2k 102.27
T Rowe Price Group Common Stock (TROW) 0.0 $224k +2% 1.3k 171.25
Brookline Bancorp Common Stock (BRKL) 0.0 $224k -11% 15k 15.00
United Bancorp Common Stock (UBCP) 0.0 $222k 16k 14.29
Synopsys Common Stock (SNPS) 0.0 $222k 895.00 248.04
Phillips 66 Common Stock (PSX) 0.0 $218k +3% 2.7k 81.71
Caterpillar Common Stock (CAT) 0.0 $217k -46% 936.00 231.84
Canadian Pacific Railway Foreign Stock (CP) 0.0 $216k 570.00 378.95
Total Fina Elf S A Foreign Stock (TOT) 0.0 $215k +12% 4.6k 46.49
Newmont Mining Corp Common Stock (NEM) 0.0 $215k +60% 3.6k 60.22
Palo Alto Networks Common Stock (PANW) 0.0 $205k +72% 638.00 321.32
Square Common Stock (SQ) 0.0 $203k +8% 893.00 227.32
Generac Holdings Common Stock (GNRC) 0.0 $201k +2% 613.00 327.90
Fs Kkr Cap Corp Partnerships (FSK) 0.0 $198k NEW 10k 19.80
New Residential Investment Corp Common Stock (NRZ) 0.0 $183k NEW 16k 11.24
Hewlett Packard Enterprise Common Stock (HPE) 0.0 $181k -10% 12k 15.73
Black Stone Minerals Common Stock (BSM) 0.0 $131k 15k 8.73
Sirius Xm Holdings Common Stock (SIRI) 0.0 $131k -2% 22k 6.08
Diana Shipping Common Stock (DSX) 0.0 $47k 16k 2.98
Verastem Common Stock (VSTM) 0.0 $43k 17k 2.47

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