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

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

Loring Wolcott & Coolidge Fiduciary Advisors has 753 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) 5.9 $597M 2.1M 281.92
Mastercard Common Stock (MA) 5.9 $591M 1.7M 347.68
Intuit Common Stock (INTU) 5.5 $557M 1.0M 539.51
Danaher Corp Shs Ben Int Common Stock (DHR) 5.4 $547M 1.8M 304.44
American Tower Corp Common Stock (AMT) 4.0 $400M 1.5M 265.41
Alphabet Common Stock (GOOGL) 3.9 $398M 149k 2673.52
Paycom Software Common Stock (PAYC) 3.6 $362M 731k 495.75
Stryker Corp Common Stock (SYK) 3.5 $354M 1.3M 263.72
Fiserv Common Stock (FISV) 3.3 $337M 3.1M 108.50
Adobe Systems Common Stock (ADBE) 3.2 $318M 553k 575.72
Amazon.com Common Stock (AMZN) 3.1 $311M +4% 95k 3285.02
Thermo Fisher Scientific Common Stock (TMO) 2.7 $275M +14% 481k 571.33
Apple Common Stock (AAPL) 2.6 $261M 1.8M 141.50
Paypal Holdings Common Stock (PYPL) 2.2 $221M +11% 850k 260.21

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Abbott Laboratories Common Stock (ABT) 2.1 $217M 1.8M 118.13
Servicenow Common Stock (NOW) 2.1 $216M +2% 348k 622.27
Tjx Companies Common Stock (TJX) 2.1 $209M -7% 3.2M 65.98
Nxp Semiconductors Foreign Stock (NXPI) 2.0 $201M 1.0M 195.87
Salesforce.com Common Stock (CRM) 1.8 $184M 679k 271.22
Canadian National Railway Foreign Stock (CNI) 1.7 $169M 1.5M 115.65
Starbucks Corp Common Stock (SBUX) 1.5 $154M 1.4M 110.31
Automatic Data Processing Common Stock (ADP) 1.5 $153M -4% 766k 199.92
Facebook Common Stock (FB) 1.5 $151M +2% 444k 339.39
Visa Common Stock (V) 1.4 $146M 654k 222.75
Nike Inc Class B Common Stock (NKE) 1.4 $140M 964k 145.23
Church & Dwight Common Stock (CHD) 1.4 $137M -4% 1.7M 82.57
Walt Disney Productions Common Stock (DIS) 1.4 $137M 809k 169.17
Eog Resources Common Stock (EOG) 1.2 $117M 1.5M 80.27
Roper Industries Common Stock (ROP) 1.1 $113M 253k 446.13
Edwards Lifescience Corp Common Stock (EW) 1.1 $111M 980k 113.21
Trade Desk Common Stock (TTD) 1.1 $108M 1.5M 70.30
Costco Wholesale Corp Common Stock (COST) 1.0 $99M +5% 220k 449.35
Idexx Labs Common Stock (IDXX) 0.9 $96M 154k 621.90
Home Depot Common Stock (HD) 0.9 $89M 270k 328.26
Iqvia Holdings Common Stock (IQV) 0.8 $80M +11% 334k 239.54
Hdfc Bank Ltd- Foreign Stock (HDB) 0.8 $79M -2% 1.1M 73.09
Wex Common Stock (WEX) 0.7 $74M -5% 422k 176.14
Ecolab Common Stock (ECL) 0.7 $66M -2% 316k 208.62
Procter & Gamble Common Stock (PG) 0.6 $65M 467k 139.80
Johnson & Johnson Common Stock (JNJ) 0.6 $61M 375k 161.50
Lowes Companies Common Stock (LOW) 0.5 $55M 273k 202.86
Hannon Armstrong Sustainable Common Stock (HASI) 0.5 $52M +65% 969k 53.48
Berkshire Hathaway Common Stock (BRK.B) 0.5 $48M 176k 272.94
Philip Morris International Common Stock (PM) 0.4 $45M 473k 94.79
Align Technology Common Stock (ALGN) 0.4 $44M 66k 665.43
Broadridge Financial Solutions Common Stock (BR) 0.4 $43M +8% 260k 166.64
Union Pacific Common Stock (UNP) 0.4 $42M 216k 196.01
Accenture Foreign Stock (ACN) 0.4 $40M -2% 126k 319.92
Becton Dickinson Common Stock (BDX) 0.4 $40M -52% 161k 245.82
Pepsico Common Stock (PEP) 0.4 $37M +2% 246k 150.41
Qualcomm Common Stock (QCOM) 0.3 $34M -2% 260k 128.98
Merck & Co Common Stock (MRK) 0.3 $32M +2% 428k 75.11
Mcdonalds Corp Common Stock (MCD) 0.3 $32M 131k 241.11
Alphabet Common Stock (GOOG) 0.3 $31M 12k 2665.30
O'reilly Automotive Common Stock (ORLY) 0.3 $27M +8% 44k 611.07
Exxon Mobil Corp Common Stock (XOM) 0.3 $26M -2% 448k 58.82
Analog Devices Corp Common Stock (ADI) 0.2 $25M 149k 167.48
Msci Common Stock (MSCI) 0.2 $22M 36k 608.35
Amgen Common Stock (AMGN) 0.2 $19M +4% 91k 212.66
Ross Stores Common Stock (ROST) 0.2 $17M 160k 108.85
Cabot Corp Common Stock (CBT) 0.1 $15M 290k 50.12
Unilever Foreign Stock (UL) 0.1 $15M -56% 267k 54.22
Trex Company Common Stock (TREX) 0.1 $13M +9% 130k 101.93
Colgate Palmolive Common Stock (CL) 0.1 $12M -25% 160k 75.58
Veeva Systems Common Stock (VEEV) 0.1 $12M 41k 288.16
Dollar Gen Corp Common Stock (DG) 0.1 $11M -2% 50k 212.14
Raytheon Technologies Corp Common Stock (RTX) 0.1 $9.9M -16% 115k 85.96
State Street Corp Common Stock (STT) 0.1 $9.9M 117k 84.72
Illinois Tool Works Common Stock (ITW) 0.1 $9.3M 45k 206.63
Nvidia Corp Common Stock (NVDA) 0.1 $9.3M +532% 45k 207.16
Estee Lauder Companies Common Stock (EL) 0.1 $9.1M 31k 299.91
Ishares Equity Mutual F (IWF) 0.1 $8.9M 33k 274.03
Abbvie Common Stock (ABBV) 0.1 $8.2M 76k 107.87
Intel Corp Common Stock (INTC) 0.1 $8.0M 150k 53.28
Jp Morgan Chase & Co Common Stock (JPM) 0.1 $7.9M -3% 48k 163.68
Chevron Corp Common Stock (CVX) 0.1 $7.0M 69k 101.45
Coca-cola Common Stock (KO) 0.1 $6.7M -3% 129k 52.47
Rockwell Automation Common Stock (ROK) 0.1 $6.7M +2% 23k 294.04
Air Products & Chemicals Common Stock (APD) 0.1 $6.6M 26k 256.12
Regeneron Phar Common Stock (REGN) 0.1 $6.5M 11k 605.21
Honeywell Intl Common Stock (HON) 0.1 $6.1M 29k 212.29
Asm Lithography Hldg N V Foreign Stock (ASML) 0.1 $6.0M +2144% 8.1k 745.06
Jack Henry & Associates Common Stock (JKHY) 0.1 $6.0M -53% 36k 164.05
Watsco Common Stock (WSO) 0.1 $6.0M +19% 23k 264.60
Tesla Motors Common Stock (TSLA) 0.1 $5.6M +3% 7.2k 775.49
Abiomed Common Stock (ABMD) 0.1 $5.4M 17k 325.52
Cisco Systems Common Stock (CSCO) 0.1 $5.2M -3% 96k 54.43
Zoetis Common Stock (ZTS) 0.1 $5.1M 27k 194.13
First Republic Bank Common Stock (FRC) 0.0 $4.8M -2% 25k 192.86
Paychex Common Stock (PAYX) 0.0 $4.8M 43k 112.45
3m Company Common Stock (MMM) 0.0 $4.5M -7% 26k 175.42
Wal-mart Stores Common Stock (WMT) 0.0 $4.4M 31k 139.37
Cintas Corp Common Stock (CTAS) 0.0 $4.1M -18% 11k 380.65
Vanguard Equity Mutual F (VTI) 0.0 $4.1M -3% 19k 222.08
Conocophillips Common Stock (COP) 0.0 $3.7M -2% 55k 67.77
SPDR Equity Mutual F (SPY) 0.0 $3.7M -2% 8.5k 429.19
Pfizer Common Stock (PFE) 0.0 $3.4M 80k 43.02
Deere & Co Common Stock (DE) 0.0 $3.3M -2% 9.8k 335.10
Norfolk Southern Corp Common Stock (NSC) 0.0 $3.1M -2% 13k 239.29
Mccormick & Company Common Stock (MKC) 0.0 $3.0M -7% 37k 81.04
Discover Financial Services Common Stock (DFS) 0.0 $2.9M 24k 122.85
Intuitive Surgical Common Stock (ISRG) 0.0 $2.9M 2.9k 994.21
Bristol-myers Squibb Common Stock (BMY) 0.0 $2.9M -3% 49k 59.17
Ishares Equity Mutual F (IVV) 0.0 $2.8M -6% 6.6k 430.75
Tyler Technologies Common Stock (TYL) 0.0 $2.8M -2% 6.1k 458.67
Nextera Energy Common Stock (NEE) 0.0 $2.7M 35k 78.52
Target Corp Common Stock (TGT) 0.0 $2.7M 12k 228.73
Morgan Stanley Common Stock (MS) 0.0 $2.6M 27k 97.33
Amcor Foreign Stock (AMCR) 0.0 $2.6M -28% 223k 11.59
Dupont De Nemours Common Stock (DD) 0.0 $2.5M -6% 37k 68.00
Illumina Common Stock (ILMN) 0.0 $2.5M -2% 6.2k 405.55
Berkshire Hathaway Common Stock (BRK.A) 0.0 $2.5M 6.00 411333.33
Invesco Equity Mutual F (QQQ) 0.0 $2.4M -2% 6.7k 358.03
Sea Common Stock (SE) 0.0 $2.3M 7.2k 318.74
Dow Common Stock (DOW) 0.0 $2.3M 40k 57.57
Cummins Common Stock (CMI) 0.0 $2.2M 9.7k 224.58
Biogen Idec Common Stock (BIIB) 0.0 $2.2M 7.7k 282.94
Comcast Corp Common Stock (CMCSA) 0.0 $2.2M 39k 55.92
Sysco Corp Common Stock (SYY) 0.0 $2.2M -4% 28k 78.51
Everbridge Common Stock (EVBG) 0.0 $2.1M -9% 14k 151.04
Ishares Equity Mutual F (IWD) 0.0 $2.1M 13k 156.48
Netflix Common Stock (NFLX) 0.0 $2.0M -7% 3.3k 610.37
Pacira Pharmaceuticals Common Stock (PCRX) 0.0 $2.0M +73% 36k 55.99
Enbridge Foreign Stock (ENB) 0.0 $2.0M -2% 50k 39.80
Factset Research Systems Common Stock (FDS) 0.0 $1.9M 4.9k 394.85
S&p Global Common Stock (SPGI) 0.0 $1.9M 4.4k 424.80
SPDR Equity Mutual F (MDY) 0.0 $1.9M 3.9k 480.77
Ishares Equity Mutual F (IWO) 0.0 $1.9M -8% 6.3k 293.60
Ishares Equity Mutual F (IVW) 0.0 $1.8M -3% 24k 73.92
Bank Of America Corp Common Stock (BAC) 0.0 $1.7M -5% 41k 42.44
Intl Business Machines Corp Common Stock (IBM) 0.0 $1.7M +11% 12k 138.95
Diageo Foreign Stock (DEO) 0.0 $1.7M 8.7k 193.05
General Electric Common Stock (GE) 0.0 $1.7M NEW 16k 103.02
Generac Holdings Common Stock (GNRC) 0.0 $1.7M +225% 4.1k 408.79
The Hershey Company Common Stock (HSY) 0.0 $1.6M 9.7k 169.27
Ihs Markit Foreign Stock (INFO) 0.0 $1.6M 14k 116.60
Valmont Industries Common Stock (VMI) 0.0 $1.6M 6.8k 235.19
Brown Forman Corp Common Stock (BF.B) 0.0 $1.6M -2% 23k 67.03
Fortive Corp Common Stock (FTV) 0.0 $1.5M -36% 22k 70.56
Corteva Common Stock (CTVA) 0.0 $1.5M 36k 42.07
American Express Common Stock (AXP) 0.0 $1.5M -11% 8.8k 167.55
Cmc Materials Common Stock (CCMP) 0.0 $1.5M 12k 123.23
Ishares Equity Mutual F (IWM) 0.0 $1.5M 6.7k 218.75
Vanguard Equity Mutual F (VIG) 0.0 $1.3M -19% 8.7k 153.55
Chubb Foreign Stock (CB) 0.0 $1.3M -6% 7.7k 173.44
Unitedhealth Group Common Stock (UNH) 0.0 $1.3M +8% 3.4k 390.86
Medtronic Foreign Stock (MDT) 0.0 $1.3M 11k 125.38
Snowflake Inc Cl A Common Stock (SNOW) 0.0 $1.3M +44% 4.3k 302.41
Mercadolibre Common Stock (MELI) 0.0 $1.3M 763.00 1678.90
Boeing Common Stock (BA) 0.0 $1.3M 5.8k 219.97
General Mills Common Stock (GIS) 0.0 $1.3M -12% 21k 59.80
Walgreens Boots Alliance Common Stock (WBA) 0.0 $1.2M -5% 26k 47.07
Gilead Sciences Common Stock (GILD) 0.0 $1.2M +2% 17k 69.85
Marsh & Mclennan Common Stock (MMC) 0.0 $1.2M 7.7k 151.42
Wells Fargo & Co Common Stock (WFC) 0.0 $1.2M -44% 25k 46.42
Match Group Common Stock (MTCH) 0.0 $1.2M +4% 7.4k 156.98
Novartis Foreign Stock (NVS) 0.0 $1.1M -11% 14k 81.78
Cvs Health Corp Common Stock (CVS) 0.0 $1.1M 13k 84.89
Verizon Common Stock (VZ) 0.0 $1.1M 20k 54.03
Novo-nordisk A/s Foreign Stock (NVO) 0.0 $1.1M -7% 11k 96.05
Altria Group Common Stock (MO) 0.0 $1.1M +2% 23k 45.51
Shopify Common Stock (SHOP) 0.0 $1.0M 774.00 1355.30
Timken Common Stock (TKR) 0.0 $1.0M 16k 65.44
Ishares Equity Mutual F (IWN) 0.0 $1.0M -5% 6.5k 160.24
Mondelez International Common Stock (MDLZ) 0.0 $1.0M 17k 58.21
Royal Dutch Shell Foreign Stock (RDS.A) 0.0 $995k 22k 44.59
Mettler Toledo Intl Common Stock (MTD) 0.0 $985k -4% 715.00 1377.62
Ulta Beauty Common Stock (ULTA) 0.0 $961k -71% 2.7k 361.01
Emerson Electric Common Stock (EMR) 0.0 $943k -2% 10k 94.20
Ishares Equity Mutual F (IVE) 0.0 $940k 6.5k 145.44
Moodys Corp Common Stock (MCO) 0.0 $933k 2.6k 355.16
Booking Holdings Common Stock (BKNG) 0.0 $931k -3% 392.00 2375.00
Kansas City Southern Corp Common Stock (KSU) 0.0 $890k 3.3k 270.76
Dover Corp Common Stock (DOV) 0.0 $889k -45% 5.7k 155.42
United Parcel Service Common Stock (UPS) 0.0 $886k 4.9k 182.00
Lindblad Expeditions Holdings Common Stock (LIND) 0.0 $875k 60k 14.59
Lilly Common Stock (LLY) 0.0 $868k 3.8k 231.04
Sherwin Williams Common Stock (SHW) 0.0 $848k -29% 3.0k 279.78
Broadcom Common Stock (AVGO) 0.0 $834k -58% 1.7k 484.88
Discovery Common Stock (DISCA) 0.0 $833k -82% 33k 25.39
Pool Corp Common Stock (POOL) 0.0 $825k +5% 1.9k 434.21
Simon Properties Group Common Stock (SPG) 0.0 $824k 6.3k 129.93
Sunrun Common Stock (RUN) 0.0 $816k -5% 19k 43.98
Crown Castle Intl Corp Common Stock (CCI) 0.0 $815k 4.7k 173.33
Blackrock Common Stock (BLK) 0.0 $812k 968.00 838.84
Pnc Financial Corp Common Stock (PNC) 0.0 $806k -3% 4.1k 195.73
Moderna Common Stock (MRNA) 0.0 $782k +9% 2.0k 385.03
Chipotle Mexican Grill Common Stock (CMG) 0.0 $769k +65% 423.00 1817.97
Glaxosmithkline Foreign Stock (GSK) 0.0 $752k -13% 20k 38.23
At&t Common Stock (T) 0.0 $740k +173% 27k 27.02
W P Carey Common Stock (WPC) 0.0 $730k 10k 73.00
Linde Foreign Stock (LIN) 0.0 $716k -2% 2.4k 293.56
Xcel Energy Common Stock (XEL) 0.0 $714k 11k 62.51
Corning Common Stock (GLW) 0.0 $711k -3% 20k 36.50
Balchem Corp Common Stock (BCPC) 0.0 $688k 4.7k 145.15
Us Bancorp Common Stock (USB) 0.0 $663k -4% 11k 59.40
Qualys Common Stock (QLYS) 0.0 $657k -13% 5.9k 111.32
Agilent Technologies Common Stock (A) 0.0 $648k 4.1k 157.59
Twilio Common Stock (TWLO) 0.0 $635k 2.0k 319.10
Parker-hannifin Corp Common Stock (PH) 0.0 $635k 2.3k 279.74
Diamondback Common Stock (FANG) 0.0 $634k 6.7k 94.63
Kimberly-clark Corp Common Stock (KMB) 0.0 $634k 4.8k 132.39
Texas Instruments Common Stock (TXN) 0.0 $630k 3.3k 192.25
Equinix Common Stock (EQIX) 0.0 $623k 788.00 790.61
Ishares Equity Mutual F (IJK) 0.0 $617k -2% 7.8k 79.24
Vanguard Equity Mutual F (VWO) 0.0 $588k -72% 12k 50.02
Stanley Black & Decker Common Stock (SWK) 0.0 $587k 3.4k 175.22
Beyond Meat Common Stock (BYND) 0.0 $584k 5.5k 105.30
Fastenal Common Stock (FAST) 0.0 $583k -11% 11k 51.62
Abm Industries Common Stock (ABM) 0.0 $580k 13k 45.03
Ishares Equity Mutual F (IJR) 0.0 $579k 5.3k 109.20
Waste Management Common Stock (WM) 0.0 $575k 3.8k 149.39
Carmax Common Stock (KMX) 0.0 $573k 4.5k 127.96
Ishares Equity Mutual F (IEMG) 0.0 $561k -10% 9.1k 61.78
Vanguard Equity Mutual F (ESGV) 0.0 $556k 7.0k 80.00
Donaldson Common Stock (DCI) 0.0 $547k 9.5k 57.38
Cigna Corporation Common Stock (CI) 0.0 $542k -16% 2.7k 200.07
Vanguard Equity Mutual F (VEU) 0.0 $507k 8.3k 60.90
Jacobs Engineering Group Common Stock (J) 0.0 $504k -5% 3.8k 132.63
Xylem Common Stock (XYL) 0.0 $499k +3% 4.0k 123.58
SPDR Equity Mutual F (XLK) 0.0 $493k 3.3k 149.39
Constellation Brands Cl A Common Stock (STZ) 0.0 $488k 2.3k 210.71
Te Connectivity Foreign Stock (TEL) 0.0 $486k 3.5k 137.33
Autodesk Common Stock (ADSK) 0.0 $477k 1.7k 285.12
Public Storage Common Stock (PSA) 0.0 $470k 1.6k 296.90
Ishares Equity Mutual F (SCZ) 0.0 $446k -14% 6.0k 74.33
SPDR Equity Mutual F (DIA) 0.0 $445k -17% 1.3k 338.40
Spdr Gold Trust Equity Mutual F (GLD) 0.0 $440k 2.7k 164.36
Intercontinental Exchange Group Common Stock (ICE) 0.0 $437k 3.8k 114.91
HP Common Stock (HPQ) 0.0 $434k -2% 16k 27.39
Dominion Energy Common Stock (D) 0.0 $426k 5.8k 73.10
Northern Trust Corp Common Stock (NTRS) 0.0 $424k -19% 3.9k 107.70
Ishares Equity Mutual F (IJJ) 0.0 $412k 4.0k 103.00
Pioneer Natural Resources Common Stock (PXD) 0.0 $410k 2.5k 166.67
T Rowe Price Group Common Stock (TROW) 0.0 $408k 2.1k 196.53
Alnylam Pharmaceuticals Common Stock (ALNY) 0.0 $382k 2.0k 188.64
Ishares Equity Mutual F (EFA) 0.0 $380k -5% 4.9k 78.11
Ishares Equity Mutual F (IJH) 0.0 $375k 1.4k 262.79
Northrop Grumman Corp Common Stock (NOC) 0.0 $372k 1.0k 359.77
American Water Works Common Stock (AWK) 0.0 $360k 2.1k 169.17
Skyworks Solutions Common Stock (SWKS) 0.0 $359k 2.2k 164.60
Monro Muffler & Brake Common Stock (MNRO) 0.0 $359k 6.3k 57.44
Nextera Energy Partners Common Stock (NEP) 0.0 $357k 4.7k 75.32
British American Tobacco Foreign Stock (BTI) 0.0 $350k 9.9k 35.26
Avalara Common Stock (AVLR) 0.0 $350k 2.0k 175.00
Carrier Global Corp Common Stock (CARR) 0.0 $341k -8% 6.6k 51.81
Vail Resorts Common Stock (MTN) 0.0 $337k 1.0k 333.99
Invesco Bond Mutual Fun (IQI) 0.0 $330k 25k 13.20
Liberty Broadband Corp Common Stock (LBRDK) 0.0 $329k 1.9k 172.52
Amphenol Corp Common Stock (APH) 0.0 $328k -8% 4.5k 73.33

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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