Welch & Forbes

Latest statistics and disclosures from Welch & Forbes's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Welch & Forbes

Welch & Forbes holds 366 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $343M 1.8M 192.53
 View chart
Microsoft Corporation (MSFT) 5.1 $340M 905k 376.04
 View chart
NVIDIA Corporation (NVDA) 3.8 $255M 514k 495.22
 View chart
O'reilly Automotive (ORLY) 3.0 $199M 209k 950.08
 View chart
Visa Com Cl A (V) 3.0 $197M 758k 260.35
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.5 $165M 1.2M 140.93
 View chart
Stryker Corporation (SYK) 2.4 $157M 524k 299.46
 View chart
Danaher Corporation (DHR) 2.4 $156M 673k 231.34
 View chart
Ansys (ANSS) 2.3 $151M 415k 362.88
 View chart
Home Depot (HD) 2.3 $150M 432k 346.55
 View chart
JPMorgan Chase & Co. (JPM) 1.9 $123M 723k 170.10
 View chart
Fiserv (FI) 1.8 $121M 913k 132.84
 View chart
Johnson & Johnson (JNJ) 1.8 $121M 769k 156.74
 View chart
Procter & Gamble Company (PG) 1.8 $117M 801k 146.54
 View chart
Costco Wholesale Corporation (COST) 1.7 $113M 171k 660.08
 View chart
Roper Industries (ROP) 1.6 $107M 196k 545.17
 View chart
Pepsi (PEP) 1.5 $100M 591k 169.84
 View chart
Raytheon Technologies Corp (RTX) 1.5 $99M 1.2M 84.14
 View chart
IDEXX Laboratories (IDXX) 1.4 $95M 171k 555.05
 View chart
McDonald's Corporation (MCD) 1.4 $95M 320k 296.51
 View chart
Chubb (CB) 1.4 $94M 416k 226.00
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $94M +13% 185k 507.38
 View chart
Ecolab (ECL) 1.4 $93M 467k 198.35
 View chart
Watsco, Incorporated (WSO) 1.4 $92M 214k 428.47
 View chart
Eli Lilly & Co. (LLY) 1.2 $78M +2% 133k 582.92
 View chart
Mettler-Toledo International (MTD) 1.2 $78M 64k 1212.96
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 1.2 $77M 188k 406.89
 View chart
Ameriprise Financial (AMP) 1.1 $75M 197k 379.83
 View chart
TJX Companies (TJX) 1.1 $74M 792k 93.81
 View chart
Abbott Laboratories (ABT) 1.1 $70M 639k 110.07
 View chart
Amazon (AMZN) 1.0 $68M 449k 151.94
 View chart
CarMax (KMX) 1.0 $68M -3% 887k 76.74
 View chart
Arthur J. Gallagher & Co. (AJG) 1.0 $68M +2% 301k 224.88
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.0 $63M 454k 139.69
 View chart
Abbvie (ABBV) 0.9 $59M -3% 382k 154.97
 View chart
Chevron Corporation (CVX) 0.9 $58M 391k 149.16
 View chart
Adobe Systems Incorporated (ADBE) 0.9 $58M +2% 97k 596.60
 View chart
Automatic Data Processing (ADP) 0.9 $58M 247k 232.97
 View chart
ResMed (RMD) 0.8 $53M -2% 311k 172.02
 View chart
Comcast Corp Cl A (CMCSA) 0.8 $53M 1.2M 43.85
 View chart
Iron Mountain (IRM) 0.8 $51M 732k 69.98
 View chart
Paychex (PAYX) 0.7 $48M -2% 404k 119.11
 View chart
Thermo Fisher Scientific (TMO) 0.7 $47M 88k 530.79
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $46M -3% 129k 356.66
 View chart
A. O. Smith Corporation (AOS) 0.7 $45M 550k 82.44
 View chart
Church & Dwight (CHD) 0.6 $42M 447k 94.56
 View chart
Merck & Co (MRK) 0.6 $42M -3% 381k 109.02
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.6 $41M +3% 117k 350.91
 View chart
Lincoln Electric Holdings (LECO) 0.6 $40M +3% 184k 217.46
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $40M 833k 47.90
 View chart
Linde SHS (LIN) 0.6 $38M +2% 93k 410.71
 View chart
Meta Platforms Cl A (META) 0.6 $38M +3% 106k 353.96
 View chart
AFLAC Incorporated (AFL) 0.5 $36M -2% 438k 82.50
 View chart
Bank of America Corporation (BAC) 0.5 $36M -7% 1.1M 33.67
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $33M +48% 68k 475.31
 View chart
Exxon Mobil Corporation (XOM) 0.5 $32M 321k 99.98
 View chart
Cisco Systems (CSCO) 0.5 $31M 619k 50.52
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $31M 1.1M 27.69
 View chart
Booking Holdings (BKNG) 0.5 $31M 8.7k 3547.22
 View chart
Cintas Corporation (CTAS) 0.4 $28M +3% 46k 602.66
 View chart
Otis Worldwide Corp (OTIS) 0.4 $27M 302k 89.47
 View chart
Verizon Communications (VZ) 0.4 $27M -11% 710k 37.70
 View chart
Wal-Mart Stores (WMT) 0.4 $26M 167k 157.65
 View chart
Nextera Energy (NEE) 0.4 $26M -11% 431k 60.74
 View chart
Omni (OMC) 0.4 $26M 302k 86.51
 View chart
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $26M 564k 46.07
 View chart
Dover Corporation (DOV) 0.4 $26M 166k 153.81
 View chart
L3harris Technologies (LHX) 0.4 $25M 120k 210.62
 View chart
Starbucks Corporation (SBUX) 0.4 $25M 262k 96.01
 View chart
Carlisle Companies (CSL) 0.4 $25M 79k 312.43
 View chart
Qualcomm (QCOM) 0.3 $23M 157k 144.63
 View chart
Intel Corporation (INTC) 0.3 $22M -3% 435k 50.25
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $22M -6% 689k 31.19
 View chart
Becton, Dickinson and (BDX) 0.3 $21M 87k 243.83
 View chart
Ball Corporation (BALL) 0.3 $21M -12% 360k 57.52
 View chart
Coca-Cola Company (KO) 0.3 $20M 345k 58.93
 View chart
Edwards Lifesciences (EW) 0.3 $20M -2% 257k 76.25
 View chart
Toronto Dominion Bk Ont Com New (TD) 0.3 $20M -10% 302k 64.62
 View chart
GSK Sponsored Adr (GSK) 0.3 $19M 521k 37.06
 View chart
Tractor Supply Company (TSCO) 0.3 $19M +9% 89k 215.03
 View chart
Constellation Brands Cl A (STZ) 0.3 $19M 78k 241.75
 View chart
American Water Works (AWK) 0.3 $17M -8% 132k 131.99
 View chart
Moody's Corporation (MCO) 0.3 $17M +11% 44k 390.56
 View chart
American Express Company (AXP) 0.3 $17M 90k 187.34
 View chart
Expeditors International of Washington (EXPD) 0.2 $16M -3% 127k 127.20
 View chart
Pfizer (PFE) 0.2 $15M -9% 506k 28.79
 View chart
Emerson Electric (EMR) 0.2 $14M 139k 97.33
 View chart
Cognex Corporation (CGNX) 0.2 $13M 311k 41.74
 View chart
Oracle Corporation (ORCL) 0.2 $13M -3% 122k 105.43
 View chart
Lancaster Colony (LANC) 0.2 $12M +4% 72k 166.39
 View chart
Boston Scientific Corporation (BSX) 0.2 $12M -20% 205k 57.81
 View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.2 $12M 7.0M 1.69
 View chart
Cummins (CMI) 0.2 $12M 49k 239.57
 View chart
International Business Machines (IBM) 0.2 $11M 68k 163.55
 View chart
United Parcel Service CL B (UPS) 0.2 $11M 70k 157.23
 View chart
Air Products & Chemicals (APD) 0.2 $11M 40k 273.80
 View chart
Veralto Corp Com Shs (VLTO) 0.2 $11M NEW 128k 82.26
 View chart
Carrier Global Corporation (CARR) 0.2 $11M -7% 183k 57.45
 View chart
Fortive (FTV) 0.1 $9.2M -9% 125k 73.63
 View chart
Sherwin-Williams Company (SHW) 0.1 $9.0M 29k 311.90
 View chart
CVS Caremark Corporation (CVS) 0.1 $8.8M -5% 112k 78.96
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $8.2M -2% 74k 110.66
 View chart
RPM International (RPM) 0.1 $7.8M 70k 111.63
 View chart
SYSCO Corporation (SYY) 0.1 $7.7M -8% 106k 73.13
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $7.6M -60% 38k 200.71
 View chart
Amgen (AMGN) 0.1 $7.4M 26k 288.02
 View chart
Caterpillar (CAT) 0.1 $7.3M -2% 25k 295.67
 View chart
Shopify Cl A (SHOP) 0.1 $7.1M +86% 92k 77.90
 View chart
Novartis Sponsored Adr (NVS) 0.1 $7.1M 70k 100.97
 View chart
Bristol Myers Squibb (BMY) 0.1 $7.0M -9% 136k 51.31
 View chart
Medtronic SHS (MDT) 0.1 $6.9M -17% 84k 82.38
 View chart
Progressive Corporation (PGR) 0.1 $6.9M 43k 159.28
 View chart
Duke Energy Corp Com New (DUK) 0.1 $6.7M -5% 69k 97.04
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $6.4M 15k 426.51
 View chart
Nike CL B (NKE) 0.1 $6.4M 59k 108.57
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $6.4M 206k 31.01
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.4M 113k 56.14
 View chart
Illinois Tool Works (ITW) 0.1 $6.3M -4% 24k 261.94
 View chart
Xylem (XYL) 0.1 $6.1M +450% 53k 114.36
 View chart
3M Company (MMM) 0.1 $5.9M -3% 54k 109.32
 View chart
General Electric Com New (GE) 0.1 $5.9M 46k 127.63
 View chart
Analog Devices (ADI) 0.1 $5.8M -2% 29k 198.56
 View chart
Equinix (EQIX) 0.1 $5.7M +6% 7.1k 805.39
 View chart
Icon SHS (ICLR) 0.1 $5.7M 20k 283.07
 View chart
General Mills (GIS) 0.1 $5.6M 86k 65.14
 View chart
Texas Instruments Incorporated (TXN) 0.1 $5.6M 33k 170.46
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.1 $5.5M 36k 152.79
 View chart
Haleon Spon Ads (HLN) 0.1 $5.3M 649k 8.23
 View chart
Colgate-Palmolive Company (CL) 0.1 $5.3M -3% 66k 79.71
 View chart
Union Pacific Corporation (UNP) 0.1 $5.2M 21k 245.62
 View chart
State Street Corporation (STT) 0.1 $5.2M -11% 67k 77.46
 View chart
Walt Disney Company (DIS) 0.1 $4.7M -4% 52k 90.29
 View chart
Verisk Analytics (VRSK) 0.1 $4.4M +5% 18k 238.86
 View chart
Capital One Financial (COF) 0.1 $4.3M -45% 33k 131.12
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $4.3M 9.0k 477.63
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.2M -8% 82k 51.28
 View chart
Lowe's Companies (LOW) 0.1 $3.9M 18k 222.55
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.9M -2% 14k 277.15
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.8M 15k 252.22
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.8M -18% 50k 77.02
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $3.8M -7% 31k 121.51
 View chart
Broadcom (AVGO) 0.1 $3.6M -3% 3.2k 1116.25
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $3.5M 90k 39.03
 View chart
Lockheed Martin Corporation (LMT) 0.1 $3.4M 7.5k 453.22
 View chart
Wells Fargo & Company (WFC) 0.1 $3.3M -4% 68k 49.22
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $3.3M 9.9k 337.36
 View chart
Marsh & McLennan Companies (MMC) 0.0 $3.3M -4% 17k 189.47
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $3.3M +3% 8.1k 409.52
 View chart
Valero Energy Corporation (VLO) 0.0 $3.2M 25k 130.00
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $3.2M +9% 149k 21.18
 View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $3.1M -2% 176k 17.83
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $3.1M -4% 28k 108.25
 View chart
Cigna Corp (CI) 0.0 $3.1M 10k 299.45
 View chart
Rollins (ROL) 0.0 $3.0M 70k 43.67
 View chart
ConocoPhillips (COP) 0.0 $2.9M -34% 25k 116.07
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.9M -3% 23k 124.97
 View chart
Gartner (IT) 0.0 $2.9M -2% 6.4k 451.11
 View chart
Intuit (INTU) 0.0 $2.9M 4.6k 625.03
 View chart
EOG Resources (EOG) 0.0 $2.8M 23k 120.95
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.7M 13k 213.33
 View chart
Palo Alto Networks (PANW) 0.0 $2.7M 9.3k 294.88
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $2.7M -19% 46k 59.66
 View chart
salesforce (CRM) 0.0 $2.7M 10k 263.14
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.7M -7% 25k 107.49
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.6M -4% 64k 41.10
 View chart
Alliant Energy Corporation (LNT) 0.0 $2.6M 50k 51.30
 View chart
Chefs Whse (CHEF) 0.0 $2.5M +39% 86k 29.43
 View chart
Philip Morris International (PM) 0.0 $2.5M 27k 94.08
 View chart
UnitedHealth (UNH) 0.0 $2.5M -4% 4.8k 526.47
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $2.5M 35k 72.43
 View chart
BP Sponsored Adr (BP) 0.0 $2.4M 69k 35.40
 View chart
Honeywell International (HON) 0.0 $2.4M -15% 12k 209.71
 View chart
Gilead Sciences (GILD) 0.0 $2.4M -5% 29k 81.01
 View chart
At&t (T) 0.0 $2.4M -33% 140k 16.78
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.3M 31k 76.13
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.3M -2% 9.9k 232.64
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $2.2M 15k 149.50
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $2.2M -3% 8.5k 262.26
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $2.2M 22k 103.45
 View chart
Tesla Motors (TSLA) 0.0 $2.2M 8.8k 248.48
 View chart
Deere & Company (DE) 0.0 $2.2M 5.5k 399.87
 View chart
Canadian Natl Ry (CNI) 0.0 $2.2M 17k 125.63
 View chart
Parker-Hannifin Corporation (PH) 0.0 $2.1M 4.7k 460.70
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $2.1M 28k 75.35
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $2.1M +32% 4.8k 436.80
 View chart
Copart (CPRT) 0.0 $2.1M -2% 43k 49.00
 View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $2.0M 206k 9.82
 View chart
Fastenal Company (FAST) 0.0 $2.0M +43% 31k 64.77
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.9M 8.3k 223.39
 View chart
Aptiv SHS (APTV) 0.0 $1.9M 21k 89.72
 View chart
Masco Corporation (MAS) 0.0 $1.8M -3% 27k 66.98
 View chart
Marathon Petroleum Corp (MPC) 0.0 $1.7M 12k 148.36
 View chart
American Tower Reit (AMT) 0.0 $1.7M 7.9k 215.88
 View chart
Northrop Grumman Corporation (NOC) 0.0 $1.7M -3% 3.6k 468.14
 View chart
Paypal Holdings (PYPL) 0.0 $1.7M -22% 28k 61.41
 View chart
Us Bancorp Del Com New (USB) 0.0 $1.6M -71% 38k 43.28
 View chart
Truist Financial Corp equities (TFC) 0.0 $1.6M -2% 44k 36.92
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.6M 21k 77.73
 View chart
PNC Financial Services (PNC) 0.0 $1.6M 10k 154.85
 View chart
Hubbell (HUBB) 0.0 $1.6M 4.8k 328.93
 View chart
Zimmer Holdings (ZBH) 0.0 $1.6M -10% 13k 121.70
 View chart
Global Partners Com Units (GLP) 0.0 $1.6M 37k 42.31
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $1.6M -3% 14k 117.22
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $1.6M 12k 130.92
 View chart
Broadridge Financial Solutions (BR) 0.0 $1.5M 7.5k 205.75
 View chart
BlackRock (BLK) 0.0 $1.5M 1.8k 811.80
 View chart
Veeva Sys Cl A Com (VEEV) 0.0 $1.5M +51% 7.7k 192.52
 View chart
Watts Water Technologies Cl A (WTS) 0.0 $1.5M 7.1k 208.34
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.4M 4.6k 303.17
 View chart
Diageo Spon Adr New (DEO) 0.0 $1.3M 9.1k 145.65
 View chart
West Pharmaceutical Services (WST) 0.0 $1.3M +17% 3.7k 352.12
 View chart
Gentex Corporation (GNTX) 0.0 $1.3M -13% 39k 32.66
 View chart
Waters Corporation (WAT) 0.0 $1.2M 3.7k 329.23
 View chart
Mccormick & Co Com Non Vtg (MKC) 0.0 $1.2M +43% 18k 68.42
 View chart
General Motors Company (GM) 0.0 $1.2M -10% 33k 35.92
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.2M -3% 10k 115.03
 View chart
General Dynamics Corporation (GD) 0.0 $1.1M 4.4k 259.67
 View chart
Applied Materials (AMAT) 0.0 $1.1M 7.0k 162.07
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.1M 14k 78.03
 View chart
Unilever Spon Adr New (UL) 0.0 $1.1M -2% 23k 48.48
 View chart
Target Corporation (TGT) 0.0 $1.1M 7.7k 142.42
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M 26k 40.21
 View chart
Wec Energy Group (WEC) 0.0 $1.0M 12k 84.17
 View chart
Waste Management (WM) 0.0 $1.0M 5.7k 179.10
 View chart
Servicenow (NOW) 0.0 $1.0M 1.4k 706.49
 View chart
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $949k 50k 18.97
 View chart
Black Stone Minerals Com Unit (BSM) 0.0 $941k 59k 15.96
 View chart
Dupont De Nemours (DD) 0.0 $936k -32% 12k 76.93
 View chart
Altria (MO) 0.0 $933k -2% 23k 40.34
 View chart
Allstate Corporation (ALL) 0.0 $901k 6.4k 139.98
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $895k +22% 13k 70.35
 View chart
PPG Industries (PPG) 0.0 $891k 6.0k 149.55
 View chart
Phillips 66 (PSX) 0.0 $882k -49% 6.6k 133.14
 View chart
Hershey Company (HSY) 0.0 $877k 4.7k 186.44
 View chart
Amphenol Corp Cl A (APH) 0.0 $870k 8.8k 99.13
 View chart
Wabtec Corporation (WAB) 0.0 $851k 6.7k 126.90
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $845k -2% 5.1k 165.25
 View chart
J Jill Group (JILL) 0.0 $835k -14% 32k 25.78
 View chart
Genuine Parts Company (GPC) 0.0 $825k 6.0k 138.50
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $816k 11k 77.32
 View chart
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $797k 68k 11.64
 View chart
Bank Ozk (OZK) 0.0 $793k -11% 16k 49.83
 View chart
Waste Connections (WCN) 0.0 $787k 5.3k 149.27
 View chart
Dow (DOW) 0.0 $780k -36% 14k 54.84
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $773k +6% 9.8k 79.22
 View chart
Northeast Bk Lewiston Me (NBN) 0.0 $773k 14k 55.19
 View chart
CSX Corporation (CSX) 0.0 $769k 22k 34.67
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $748k -10% 9.8k 76.38
 View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $743k -6% 12k 60.86
 View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $739k 14k 53.35
 View chart
Schlumberger Com Stk (SLB) 0.0 $735k -4% 14k 52.04
 View chart
Boeing Company (BA) 0.0 $723k -12% 2.8k 260.66
 View chart
Jack Henry & Associates (JKHY) 0.0 $701k 4.3k 163.41
 View chart
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $699k 37k 19.15
 View chart
Nutrien (NTR) 0.0 $687k 12k 56.33
 View chart
Workday Cl A (WDAY) 0.0 $678k 2.5k 276.06
 View chart
Shell Spon Ads (SHEL) 0.0 $672k 10k 65.80
 View chart
Enterprise Products Partners (EPD) 0.0 $668k 25k 26.35
 View chart
Eversource Energy (ES) 0.0 $667k 11k 61.72
 View chart
Stericycle (SRCL) 0.0 $638k 13k 49.56
 View chart
Travelers Companies (TRV) 0.0 $621k 3.3k 190.49
 View chart
Prologis (PLD) 0.0 $618k 4.6k 133.30
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $613k +8% 6.2k 99.25
 View chart
Iqvia Holdings (IQV) 0.0 $604k 2.6k 231.38
 View chart
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $594k -5% 2.6k 227.29
 View chart
Eaton Corp SHS (ETN) 0.0 $592k 2.5k 240.82
 View chart
Morgan Stanley Com New (MS) 0.0 $584k -12% 6.3k 93.25
 View chart
Steris Shs Usd (STE) 0.0 $569k 2.6k 219.85
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $568k -4% 11k 50.62
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $553k +3% 3.6k 155.33
 View chart
Affiliated Managers (AMG) 0.0 $553k 3.7k 151.42
 View chart
Bce Com New (BCE) 0.0 $543k -6% 14k 39.38
 View chart
Kkr & Co (KKR) 0.0 $543k 6.6k 82.85
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $543k 1.00 542625.00
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $527k -9% 2.8k 191.17
 View chart
Corteva (CTVA) 0.0 $526k -41% 11k 47.92
 View chart
Barrick Gold Corp (GOLD) 0.0 $525k 29k 18.09
 View chart
Southern Company (SO) 0.0 $525k -8% 7.5k 70.12
 View chart
Kenvue (KVUE) 0.0 $524k 24k 21.53
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.0 $522k 2.1k 250.70
 View chart
Walgreen Boots Alliance (WBA) 0.0 $519k -3% 20k 26.11
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $517k -3% 6.9k 75.10
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $508k -8% 6.9k 73.55
 View chart
W.W. Grainger (GWW) 0.0 $497k 600.00 828.69
 View chart
Wright Express (WEX) 0.0 $491k 2.5k 194.55
 View chart
Goldman Sachs (GS) 0.0 $486k 1.3k 385.77
 View chart
Oneok (OKE) 0.0 $482k 6.9k 70.22
 View chart
Uber Technologies (UBER) 0.0 $480k +6% 7.8k 61.57
 View chart
Enbridge (ENB) 0.0 $478k -6% 13k 36.02
 View chart
S&p Global (SPGI) 0.0 $471k -20% 1.1k 440.52
 View chart
Airbnb Com Cl A (ABNB) 0.0 $468k +2% 3.4k 136.14
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $461k -21% 2.4k 192.48
 View chart
Paycom Software (PAYC) 0.0 $461k 2.2k 206.72
 View chart
Topbuild (BLD) 0.0 $457k 1.2k 374.26
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $452k 2.6k 173.89
 View chart
Eastern Bankshares (EBC) 0.0 $447k -28% 32k 14.20
 View chart
Stanley Black & Decker (SWK) 0.0 $443k -17% 4.5k 98.10
 View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $437k 2.5k 175.47
 View chart
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $430k -5% 5.7k 76.18
 View chart
Williams Rowland Acquisition (WRAC) 0.0 $419k 40k 10.48
 View chart
Tyler Technologies (TYL) 0.0 $418k -9% 999.00 418.12
 View chart
Southern Missouri Ban (SMBC) 0.0 $409k -7% 7.7k 53.39
 View chart
United Rentals (URI) 0.0 $406k 708.00 573.42
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $406k 4.8k 84.87
 View chart
Essential Utils (WTRG) 0.0 $399k 11k 37.35
 View chart
Ford Motor Company (F) 0.0 $398k -13% 33k 12.19
 View chart
Charles Schwab Corporation (SCHW) 0.0 $395k 5.7k 68.80
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $392k 1.0k 376.87
 View chart
Donaldson Company (DCI) 0.0 $390k -6% 6.0k 65.35
 View chart
Hartford Financial Services (HIG) 0.0 $386k 4.8k 80.38
 View chart
NetApp (NTAP) 0.0 $383k 4.3k 88.16
 View chart
Hess (HES) 0.0 $382k 2.7k 144.16
 View chart
MetLife (MET) 0.0 $371k -20% 5.6k 66.13
 View chart
Lauder Estee Cos Cl A (EL) 0.0 $358k -20% 2.5k 146.25
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $357k 8.5k 42.18
 View chart
Vanguard World Fds Energy Etf (VDE) 0.0 $355k 3.0k 117.28
 View chart
Humana (HUM) 0.0 $355k 775.00 457.81
 View chart
American Electric Power Company (AEP) 0.0 $354k 4.4k 81.22
 View chart
Morningstar (MORN) 0.0 $351k 1.2k 286.24
 View chart
Lindsay Corporation (LNN) 0.0 $339k 2.6k 129.16
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.0 $339k 21k 15.93
 View chart
Hubspot (HUBS) 0.0 $337k -25% 581.00 580.54
 View chart
Entegris (ENTG) 0.0 $337k 2.8k 119.82
 View chart
FormFactor (FORM) 0.0 $334k 8.0k 41.71
 View chart
Easterly Government Properti reit (DEA) 0.0 $333k 25k 13.44
 View chart
Norfolk Southern (NSC) 0.0 $330k -5% 1.4k 236.38
 View chart
Bhp Group Sponsored Ads (BHP) 0.0 $322k 4.7k 68.31
 View chart
Apa Corporation (APA) 0.0 $314k 8.8k 35.88
 View chart
McGrath Rent (MGRC) 0.0 $311k 2.6k 119.62
 View chart
M&T Bank Corporation (MTB) 0.0 $307k +8% 2.2k 137.08
 View chart
Hingham Institution for Savings (HIFS) 0.0 $297k 1.5k 194.40
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $296k -2% 2.2k 135.85
 View chart
Northern Trust Corporation (NTRS) 0.0 $294k 3.5k 84.38
 View chart
Globe Life (GL) 0.0 $289k 2.4k 121.72
 View chart
Kla Corp Com New (KLAC) 0.0 $277k 477.00 581.30
 View chart
Halliburton Company (HAL) 0.0 $275k 7.6k 36.15
 View chart
Illumina (ILMN) 0.0 $272k -16% 2.0k 139.24
 View chart
Public Service Enterprise (PEG) 0.0 $271k 4.4k 61.15
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $269k 1.1k 237.22
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $269k 466.00 576.10
 View chart
Discover Financial Services (DFS) 0.0 $264k 2.3k 112.40
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $258k 1.5k 170.40
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $250k NEW 804.00 310.88
 View chart
Aon Shs Cl A (AON) 0.0 $248k 853.00 291.02
 View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $246k 6.2k 39.89
 View chart
Zoetis Cl A (ZTS) 0.0 $246k 1.2k 197.37
 View chart
Canadian Natural Resources (CNQ) 0.0 $238k 3.6k 65.52
 View chart
Vontier Corporation (VNT) 0.0 $236k -10% 6.8k 34.55
 View chart
Textron (TXT) 0.0 $232k 2.9k 80.42
 View chart
Old Second Ban (OSBC) 0.0 $226k 15k 15.44
 View chart
eBay (EBAY) 0.0 $218k 5.0k 43.62
 View chart
Tapestry (TPR) 0.0 $217k -23% 5.9k 36.81
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $214k NEW 2.0k 104.46
 View chart
Intercontinental Exchange (ICE) 0.0 $214k NEW 1.7k 128.43
 View chart
Cbiz (CBZ) 0.0 $212k NEW 3.4k 62.59
 View chart
Te Connectivity SHS (TEL) 0.0 $211k NEW 1.5k 140.50
 View chart
Republic Services (RSG) 0.0 $210k NEW 1.3k 164.91
 View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $207k -17% 2.4k 85.49
 View chart
Hexcel Corporation (HXL) 0.0 $203k NEW 2.7k 73.75
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $202k NEW 3.5k 57.94
 View chart
Dominion Resources (D) 0.0 $201k -25% 4.3k 47.00
 View chart
Hain Celestial (HAIN) 0.0 $132k -62% 12k 10.95
 View chart
Amcor Ord (AMCR) 0.0 $111k 12k 9.64
 View chart
Kayne Anderson MLP Investment (KYN) 0.0 $105k -7% 12k 8.78
 View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $89k 12k 7.72
 View chart
Geovax Labs (GOVX) 0.0 $6.1k 17k 0.36
 View chart

Past Filings by Welch & Forbes

SEC 13F filings are viewable for Welch & Forbes going back to 2011

View all past filings