Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.3 Billion distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $793M, Microsoft Corp with a value of $716M, Intuit Inc with a value of $574M, Alphabet Inc. with a value of $474M, and Stryker Corp with a value of $437M.

Examining the 13F form we can see an decrease of $535M in the current position value, from $10.9B to 10.3B.

Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.

Portfolio value $10.3 Billion
Technology: $3.61 Billion
Healthcare: $1.71 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $1.16 Billion
Industrials: $745 Million
Communication Services: $639 Million
Consumer Defensive: $588 Million
Real Estate: $311 Million
Other: $357 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$509B
$793 Million 7.67% of portfolio
1,447,376
Q1 2025 Reduced 1.42%
$2.92T
$716 Million 6.92% of portfolio
1,907,520
Q1 2025 Reduced 0.14%
$176B
$574 Million 5.55% of portfolio
934,488
Q1 2025 Added 0.31%
$967B
$474 Million 4.58% of portfolio
3,062,941
Q1 2025 Added 0.15%
$138B
$437 Million 4.22% of portfolio
1,174,298
Q1 2025 Reduced 0.41%
$1.93T
$419 Million 4.05% of portfolio
2,200,236
Q1 2025 Reduced 0.3%
$79.5B
$348 Million 3.36% of portfolio
2,776,382
Q1 2025 Reduced 1.87%
$144B
$343 Million 3.31% of portfolio
1,671,336
Q1 2025 Reduced 0.1%
$3.36T
$330 Million 3.19% of portfolio
1,485,904
Q1 2025 Reduced 1.05%
$98.2B
$301 Million 2.91% of portfolio
1,384,505
Q1 2025 Reduced 1.45%
$147B
$280 Million 2.71% of portfolio
2,299,924
Q1 2025 Reduced 2.75%
$166B
$260 Million 2.52% of portfolio
523,480
Q1 2025 Added 0.14%
$191B
$242 Million 2.34% of portfolio
303,594
Q1 2025 Added 1.34%
$432B
$231 Million 2.23% of portfolio
244,202
Q1 2025 Reduced 0.64%
$226B
$225 Million 2.18% of portfolio
1,698,873
Q1 2025 Reduced 1.44%
$171B
$225 Million 2.17% of portfolio
586,580
Q1 2025 Reduced 0.11%
$548B
$200 Million 1.93% of portfolio
569,673
Q1 2025 Reduced 0.42%
$121B
$196 Million 1.89% of portfolio
640,477
Q1 2025 Reduced 0.93%
$50.8B
$184 Million 1.77% of portfolio
966,132
Q1 2025 Added 0.2%
$66.3B
$182 Million 1.76% of portfolio
1,416,915
Q1 2025 Reduced 0.5%
$277B
$169 Million 1.63% of portfolio
1,557,838
Q1 2025 Added 15.5%
$24.1B
$141 Million 1.36% of portfolio
1,278,002
Q1 2025 Reduced 1.38%
$65.8B
$140 Million 1.35% of portfolio
1,432,307
Q1 2025 Reduced 1.48%
$32B
$133 Million 1.29% of portfolio
574,158
Q1 2025 Added 8.63%
$59.1B
$131 Million 1.27% of portfolio
222,212
Q1 2025 Reduced 4.03%
$76.8B
$127 Million 1.23% of portfolio
209,552
Q1 2025 Added 10.54%
$1.23T
$128 Million 1.23% of portfolio
221,689
Q1 2025 Added 1.01%
$5.66B
$125 Million 1.2% of portfolio
793,857
Q1 2025 Reduced 10.15%
$691B
$117 Million 1.13% of portfolio
219,891
Q1 2025 Added 1.5%
$366B
$93.2 Million 0.9% of portfolio
254,246
Q1 2025 Added 0.23%
$268B
$85.4 Million 0.83% of portfolio
318,284
Q1 2025 Reduced 0.33%
$68.3B
$84.5 Million 0.82% of portfolio
197,024
Q1 2025 Added 17.61%
$96.2B
$84.3 Million 0.81% of portfolio
859,597
Q1 2025 Reduced 3.69%
$137B
$78.7 Million 0.76% of portfolio
337,500
Q1 2025 Reduced 2.94%
$264B
$78.1 Million 0.75% of portfolio
491,939
Q1 2025 Reduced 1.73%
$84.6B
$75.1 Million 0.73% of portfolio
52,428
Q1 2025 Reduced 1.33%
$24B
$71.6 Million 0.69% of portfolio
1,309,377
Q1 2025 Reduced 0.22%
$382B
$69.4 Million 0.67% of portfolio
407,079
Q1 2025 Reduced 1.32%
$36.7B
$63.4 Million 0.61% of portfolio
261,566
Q1 2025 Reduced 2.06%
$64.6B
$61.2 Million 0.59% of portfolio
96,473
Q1 2025 Reduced 9.07%
$131B
$57.3 Million 0.55% of portfolio
242,550
Q1 2025 Reduced 2.71%
$36.4B
$56.2 Million 0.54% of portfolio
133,775
Q1 2025 Reduced 0.51%
$72.6B
$50.2 Million 0.49% of portfolio
791,569
Q1 2025 Reduced 2.55%
$404B
$45.2 Million 0.44% of portfolio
272,472
Q1 2025 Reduced 3.08%
$452B
$45.8 Million 0.44% of portfolio
384,936
Q1 2025 Reduced 0.45%
$100B
$38.5 Million 0.37% of portfolio
190,874
Q1 2025 Added 3.56%
$167B
$38.1 Million 0.37% of portfolio
248,227
Q1 2025 Added 0.14%
$233B
$37.5 Million 0.36% of portfolio
120,032
Q1 2025 Reduced 1.27%
$210B
$35.3 Million 0.34% of portfolio
393,674
Q1 2025 Reduced 3.17%

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $10.3 Billion
  • Prior Value $10.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 187 stocks
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email