Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q2 2025
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.1 Billion distributed in 619 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $937M, Mastercard Inc with a value of $790M, Intuit Inc with a value of $728M, Alphabet Inc. with a value of $537M, and Amazon Com Inc with a value of $486M.
Examining the 13F form we can see an increase of $767M in the current position value, from $10.3B to 11.1B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$11.1 Billion
Technology: $4.22 Billion
Healthcare: $1.72 Billion
Consumer Cyclical: $1.22 Billion
Financial Services: $1.21 Billion
Industrials: $767 Million
Communication Services: $742 Million
Consumer Defensive: $577 Million
Real Estate: $317 Million
Other: $338 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 619
- Current Value $11.1 Billion
- Prior Value $10.3 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 12 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks