Loring Wolcott & Coolidge Fiduciary Advisors LLP Incresed Positions in Q2 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
149K
+ 9.59%
$94.31 - $157.99 $14.1M - $23.6M
1.71M $270M
AMZN
Amazon Com Inc

Consumer Cyclical
14.5K
+ 0.66%
$167.32 - $223.3 $2.43M - $3.25M
2.21M $486M
VEEV
Veeva Systems Inc

Healthcare
35.2K
+ 6.13%
$209.39 - $289.94 $7.37M - $10.2M
609K $175M
SNPS
Synopsys Inc

Technology
25.4K
+ 12.9%
$380.9 - $517.66 $9.68M - $13.2M
222K $114M
NXPI
Nxp Semiconductors N.V.

Technology
4.78K
+ 0.49%
$153.5 - $218.72 $733K - $1.05M
971K $212M
ASML
Asml Holding Nv

Technology
4.34K
+ 9.5%
$595.37 - $815.24 $2.58M - $3.54M
50K $40.1M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
49.1K
+ 64.04%
$167.22 - $212.42 $8.2M - $10.4M
126K $24.9M
AMT
American Tower Corp

Real Estate
7.95K
+ 0.57%
$203.96 - $228.19 $1.62M - $1.81M
1.39M $308M
FISV
Fiserv Inc

Technology
35.5K
+ 1.28%
N/A
2.81M $352M
QCOM
Qualcomm Inc

Technology
606
+ 0.24%
$124.66 - $159.48 $75.5K - $96.6K
249K $39.6M
MELI
Mercadolibre Inc

Consumer Cyclical
88
+ 11.7%
$1794.73 - $2613.63 $158K - $230K
840 $2.2M
DE
Deere & CO

Industrials
10
+ 0.09%
$412.99 - $531.48 $4.13K - $5.31K
11.5K $5.83M
CSCO
Cisco Systems, Inc.

Technology
450
+ 0.89%
$53.19 - $69.38 $23.9K - $31.2K
51K $3.54M
WTS
Watts Water Technologies Inc

Industrials
1.45K
+ 1725.0%
$180.4 - $247.22 $261K - $358K
1.53K $376K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.01%
$206.34 - $257.46 $413 - $515
15.2K $3.89M
VAL
Valaris LTD

Energy
5K
+ 100.0%
$28.94 - $46.88 $145K - $234K
10K $421K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.53%
$456.74 - $568.03 $9.13K - $11.4K
3.79K $2.15M
IQV
Iqvia Holdings Inc.

Healthcare
1.96K
+ 36.47%
$137.0 - $174.37 $268K - $341K
7.33K $1.15M
CB
Chubb LTD

Financial Services
872
+ 10.78%
$274.32 - $302.46 $239K - $264K
8.96K $2.6M
MRVL
Marvell Technology, Inc.

Technology
350
+ 12.52%
$49.38 - $79.97 $17.3K - $28K
3.15K $243K
FAST
Fastenal CO

Industrials
11K
+ 100.0%
$40.65 - $83.16 $446K - $912K
21.9K $921K
LMT
Lockheed Martin Corp

Industrials
25
+ 0.99%
$430.82 - $486.45 $10.8K - $12.2K
2.54K $1.18M
UBER
Uber Technologies, Inc

Technology
100
+ 4.99%
$64.62 - $93.3 $6.46K - $9.33K
2.11K $196K
IEFA
Ishares Tr

ETFs
200
+ 9.23%
$67.83 - $84.09 $13.6K - $16.8K
2.37K $197K
AEP
American Electric Power CO Inc

Utilities
150
+ 7.26%
$98.59 - $109.11 $14.8K - $16.4K
2.22K $229K
SCCO
Southern Copper Corp

Basic Materials
4
+ 0.98%
$75.63 - $104.64 $303 - $419
414 $41K
AAXJ
Ishares Msci All Country Asia

ETFs
1
+ 0.36%
$65.0 - $82.89 $65 - $82.9
275 $22K
Amentum
124
+ 6.05%
N/A
2.17K $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
50
+ 7.2%
$421.16 - $509.5 $21.1K - $25.5K
744 $331K
TSCO
Tractor Supply CO

Consumer Cyclical
18
+ 0.14%
$47.86 - $55.77 $861 - $1K
12.7K $668K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.81K
+ 900.0%
$105.72 - $1416.0 $297K - $3.98M
3.12K $348K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.97K
+ 3.15%
$22.73 - $29.21 $181K - $233K
260K $7M
LLY
Eli Lilly & CO

Healthcare
19
+ 0.19%
$713.71 - $898.95 $13.6K - $17.1K
10.1K $7.86M
ACN
Accenture PLC

Technology
91
+ 0.09%
$279.23 - $323.21 $25.4K - $29.4K
100K $30M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
687K
+ 1310.07%
$87.84 - $1441.89 $60.3M - $990M
739K $66.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.44K
+ 3.57%
$483.07 - $625.6 $1.66M - $2.15M
99.9K $52.5M
DHR
Danaher Corp

Healthcare
2.08K
+ 0.12%
$174.64 - $205.16 $364K - $427K
1.67M $331M
TMO
Thermo Fisher Scientific Inc.

Healthcare
22.1K
+ 4.21%
$390.26 - $489.06 $8.61M - $10.8M
546K $221M
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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