Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings by Sector
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
INTU NOW PAYC TTD CRM SNOW TYL ADSK 15 stocks |
$1.44 Million
12.99% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE SNPS WEX GDDY PANW ORCL CRWD 14 stocks |
$1.4 Million
12.57% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V PYPL COF AXP 5 stocks |
$998,617
8.99% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG MTCH TWLO SPOT BIDU SNAP 8 stocks |
$733,368
6.6% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT ALGN EW PEN PODD DXCM BSX 10 stocks |
$725,555
6.53% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX IQV MTD A ILMN DGX 8 stocks |
$625,061
5.62% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NXPI ADI QCOM AVGO TXN INTC AMD 12 stocks |
$580,167
5.22% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI EBAY CPNG BABA 5 stocks |
$488,428
4.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV BR ACN IBM JKHY ASGN FIS KD 9 stocks |
$452,369
4.07% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT HASI EQIX LAMR CCI WY IRM SBAC 8 stocks |
$315,858
2.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$300,344
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ROP ITW ROK GE CMI OTIS GNRC 16 stocks |
$298,919
2.69% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST LULU 3 stocks |
$297,524
2.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$247,011
2.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP NSC CSX WAB 5 stocks |
$207,936
1.87% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$201,093
1.81% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CHD PG CL UL KMB EL 6 stocks |
$194,716
1.75% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP FANG MGY OXY RRC DVN SBR 9 stocks |
$175,931
1.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$175,488
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$168,783
1.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG YUM 4 stocks |
$114,303
1.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN ABBV LLY PFE NVS GILD 11 stocks |
$112,365
1.01% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A HIG SLF 4 stocks |
$106,588
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY DKS TSCO ULTA AZO CASY CHPT GME 8 stocks |
$92,766
0.83% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$89,670
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO ALNY VRTX GHRS BNTX AMLX COGT 12 stocks |
$61,513
0.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON DECK 3 stocks |
$53,395
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP SU TTE 6 stocks |
$53,192
0.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY QQQ MDY VIG IWF GLD VOO IVV 77 stocks |
$46,168
0.42% of portfolio
|
6
|
12
|
3
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CBT ECL APD SHW DD BCPC EMN CC 8 stocks |
$44,590
0.4% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
FDS MSCI SPGI MCO ICE 5 stocks |
$41,688
0.38% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$40,412
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE KDP MNST 5 stocks |
$37,579
0.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC TD 4 stocks |
$30,594
0.28% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO GWW FAST POOL 4 stocks |
$19,094
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB PNC MTB AUB BRKL USB UBCP OZK 11 stocks |
$16,175
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA TDG LHX GD AVAV NOC 9 stocks |
$14,323
0.13% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$7,092
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$6,910
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX PARA 3 stocks |
$6,868
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,423
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$6,338
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STT KKR IFN NTRS BX BK SEIC PFG 11 stocks |
$5,119
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO ED AEP D XEL FE ES 9 stocks |
$4,978
0.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ATR ALC BAX RMD 6 stocks |
$4,740
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS HLN PCRX EMBC 5 stocks |
$4,670
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS IBKR GS TW 4 stocks |
$4,442
0.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
SEM HCA FMS 3 stocks |
$4,285
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$3,931
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR KNSL TRV CINF ALL 6 stocks |
$3,855
0.03% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC MCK 2 stocks |
$3,745
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG LIND MMYT ABNB 4 stocks |
$3,717
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE NOK 3 stocks |
$3,634
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F RIVN 4 stocks |
$2,511
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI CAR 2 stocks |
$2,264
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS SJM KHC BYND 5 stocks |
$2,070
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA TMUS VZ T CHTR 5 stocks |
$1,731
0.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$1,729
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS CI UNH ELV HUM 5 stocks |
$1,689
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,632
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$1,549
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB OKE TRP EPD 4 stocks |
$1,380
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR EML 2 stocks |
$1,262
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK CDZI 2 stocks |
$1,187
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O KIM 3 stocks |
$917
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA MOS 2 stocks |
$885
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$809
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL PRU LNC 3 stocks |
$687
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV VNT 2 stocks |
$648
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR WMS CSL TT 4 stocks |
$637
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$608
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH SEDG RUN 4 stocks |
$594
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$480
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$453
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
VAL SLB 2 stocks |
$441
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$383
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$371
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$326
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$326
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ NTAP 2 stocks |
$242
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NEP 2 stocks |
$229
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TECK NAK 2 stocks |
$205
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
TMST NUE 2 stocks |
$197
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$150
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$143
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU 1 stocks |
$134
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD 2 stocks |
$126
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$106
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES EA 2 stocks |
$95
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MNRO 1 stocks |
$93
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$69
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$64
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$60
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$45
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$41
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$40
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR MPW 2 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$32
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$30
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$22
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$18
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
SAM 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|