Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.9 Billion
  • Q4 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.9 Billion distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $805M, Mastercard Inc with a value of $773M, Intuit Inc with a value of $586M, Alphabet Inc. with a value of $579M, and Amazon Com Inc with a value of $484M.

Examining the 13F form we can see an decrease of $180M in the current position value, from $11.1B to 10.9B.

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

Portfolio value $10.9 Billion
Technology: $4.04 Billion
Healthcare: $1.73 Billion
Consumer Cyclical: $1.24 Billion
Financial Services: $1.2 Billion
Communication Services: $753 Million
Industrials: $737 Million
Consumer Defensive: $566 Million
Real Estate: $267 Million
Other: $350 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$184B
$4.01 Million 0.04% of portfolio
7,684
Q4 2024 Added 0.08%
$42.2B
$4.03 Million 0.04% of portfolio
43,552
Q4 2024 Added 0.21%
$132B
$4.64 Million 0.04% of portfolio
28,557
Q4 2024 Reduced 1.56%
$145B
$4.87 Million 0.04% of portfolio
11,485
Q3 2024 Reduced 1.51%
$11.6B
$4.81 Million 0.04% of portfolio
21,032
Q4 2024 Added 281.91%
$0
$3.16 Million 0.03% of portfolio
7,862
Q4 2024 Reduced 11.13%
$46.4B
$3.74 Million 0.03% of portfolio
21,566
Q1 2024 Reduced 4.07%
$0
$2.87 Million 0.03% of portfolio
5,031
Q4 2024 Reduced 2.76%
$0
$2.79 Million 0.03% of portfolio
5,465
Q4 2024 Added 1.77%
$12.2B
$3.58 Million 0.03% of portfolio
19,953
Q2 2023 New
$54.2B
$3.58 Million 0.03% of portfolio
15,234
Q4 2024 Reduced 5.64%
$12.7B
$3.48 Million 0.03% of portfolio
19,864
Q3 2024 Reduced 0.63%
$24.3B
$3.02 Million 0.03% of portfolio
17,858
Q4 2024 Reduced 1.94%
$0
$2.78 Million 0.03% of portfolio
15,260
Q3 2024 Reduced 0.33%
$212B
$3.08 Million 0.03% of portfolio
24,497
Q3 2024 Added 1.52%
$476B
$3.4 Million 0.03% of portfolio
5
Q1 2023 Reduced 16.67%
$15.8B
$2.63 Million 0.02% of portfolio
47,883
Q4 2024 Added 531,933.31%
$143B
$2.71 Million 0.02% of portfolio
102,089
Q4 2024 Reduced 1.19%
$33.9B
$2.36 Million 0.02% of portfolio
24,013
Q4 2024 Reduced 13.98%
$480B
$1.72 Million 0.02% of portfolio
3,394
Q4 2024 Reduced 5.27%
$224B
$2.7 Million 0.02% of portfolio
12,269
Q4 2024 Reduced 0.63%
$190B
$2.61 Million 0.02% of portfolio
525
Q4 2024 Added 81.03%
$167B
$2.69 Million 0.02% of portfolio
5,392
Q4 2024 Reduced 3.73%
$147B
$2.69 Million 0.02% of portfolio
47,411
Q4 2024 Reduced 2.27%
$2.15B
$1.85 Million 0.02% of portfolio
98,361
Q2 2023 New
$232B
$2.32 Million 0.02% of portfolio
13,936
Q3 2024 Reduced 1.48%
$121B
$2.21 Million 0.02% of portfolio
7,987
Q3 2024 Added 9.86%
$0
$2.03 Million 0.02% of portfolio
3,771
Q4 2024 Reduced 7.82%
$105B
$2.22 Million 0.02% of portfolio
15,000
Q4 2024 New
$209B
$1.83 Million 0.02% of portfolio
6,164
Q4 2024 Reduced 9.22%
$38.3B
$1.94 Million 0.02% of portfolio
25,435
Q4 2024 Reduced 1.53%
$0
$1.9 Million 0.02% of portfolio
6,608
Q3 2024 Reduced 1.27%
$35.7B
$1.76 Million 0.02% of portfolio
22,980
Q4 2024 Reduced 9.3%
$46.7B
$2.61 Million 0.02% of portfolio
7,476
Q3 2024 Reduced 2.48%
$96.1B
$1.84 Million 0.02% of portfolio
7,612
Q4 2024 Reduced 13.76%
$26.9B
$874,000 0.01% of portfolio
715
Q3 2023 Reduced 33.24%
$126B
$800,000 0.01% of portfolio
14,158
Q4 2024 Reduced 27.72%
$20B
$990,000 0.01% of portfolio
6,479
Q3 2024 Reduced 0.4%
$44.2B
$810,000 0.01% of portfolio
11,265
Q1 2024 Added 0.27%
$0
$547,000 0.01% of portfolio
2,354
Q3 2023 Reduced 7.76%
$5.86B
$671,000 0.01% of portfolio
12,650
Q4 2024 Added 400.0%
$33.7B
$1.07 Million 0.01% of portfolio
5,465
Q4 2024 Reduced 64.07%
$0
$565,000 0.01% of portfolio
3,226
Q2 2023 New
$5.56B
$1.14 Million 0.01% of portfolio
16,000
Q3 2019 Reduced 4.19%
$110B
$1.28 Million 0.01% of portfolio
752
Q2 2024 Added 0.94%
$35.7B
$744,000 0.01% of portfolio
5,540
Q2 2024 Reduced 0.93%
$109B
$851,000 0.01% of portfolio
4,813
Q3 2024 Reduced 6.6%
$8.69B
$1.47 Million 0.01% of portfolio
9,498
Q4 2024 Reduced 0.52%
$56.8B
$708,000 0.01% of portfolio
3,893
Q4 2024 Added 98.72%

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $10.9 Billion
  • Prior Value $11.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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