Loring Wolcott & Coolidge Fiduciary Advisors LLP Purchases in Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
45.6K
+ 8.63%
$210.58 - $246.8 $9.6M - $11.3M
574K $133M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.25K
+ 1.5%
$442.66 - $534.52 $1.44M - $1.73M
220K $117M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
55.6K
+ 264.25%
$186.55 - $250.04 $10.4M - $13.9M
76.6K $15.4M
PH
Parker Hannifin Corp

Industrials
20K
+ 10.54%
$591.65 - $707.05 $11.8M - $14.1M
210K $127M
SNPS
Synopsys Inc

Technology
29.5K
+ 17.61%
$428.58 - $551.54 $12.6M - $16.3M
197K $84.5M
SEM
Select Medical Holdings Corp

Healthcare
178K
+ 180.63%
$16.56 - $20.38 $2.94M - $3.62M
276K $4.61M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 2.36%
$169.2 - $216.66 $236K - $302K
60.4K $12.7M
CVX
Chevron Corp

Energy
1.56K
+ 2.2%
$146.71 - $167.97 $229K - $263K
72.6K $12.1M
ASML
Asml Holding Nv

Technology
4.12K
+ 9.92%
$662.63 - $776.99 $2.73M - $3.2M
45.6K $30.2M
IBM
International Business Machines Corp

Technology
2.23K
+ 18.16%
$217.4 - $264.74 $484K - $590K
14.5K $3.6M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
4.72K
+ 1.91%
$26.47 - $29.92 $125K - $141K
252K $7.38M
LLY
Eli Lilly & CO

Healthcare
215
+ 2.18%
$725.72 - $929.72 $156K - $200K
10.1K $8.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7K
New
$81.83 - $82.73 $573K - $579K
7K $579K
GE
General Electric CO

Industrials
468
+ 3.36%
$168.59 - $212.13 $78.9K - $99.3K
14.4K $2.88M
IVV
Ishares Core S&P 500 ETF

ETFs
997
+ 36.28%
$554.06 - $615.85 $552K - $614K
3.75K $2.1M
MMM
3 M CO

Industrials
3.22K
+ 1837.71%
$129.7 - $155.12 $417K - $499K
3.39K $498K
CB
Chubb LTD

Financial Services
103
+ 1.29%
$257.71 - $301.99 $26.5K - $31.1K
8.09K $2.44M
CI
Cigna Corp

Healthcare
315
+ 22.4%
$274.49 - $329.0 $86.5K - $104K
1.72K $566K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.06K
New
$26.09 - $30.21 $158K - $183K
6.06K $176K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.5K
+ 35.36%
$56.51 - $62.98 $141K - $157K
9.57K $580K
CSCO
Cisco Systems, Inc.

Technology
702
+ 1.41%
$58.74 - $64.87 $41.2K - $45.5K
50.5K $3.12M
ARKW
Ark Next Generation Internet E

ETFs
1.4K
New
$91.59 - $125.64 $128K - $176K
1.4K $132K
TMUS
T Mobile Us, Inc.

Communication Services
10
+ 0.43%
$211.3 - $272.83 $2.11K - $2.73K
2.33K $620K
UBER
Uber Technologies, Inc

Technology
1.34K
+ 199.25%
$63.17 - $81.49 $84.3K - $109K
2.01K $146K
XYL
Xylem Inc.

Industrials
762
+ 22.44%
$114.02 - $132.04 $86.9K - $101K
4.16K $496K
APH
Amphenol Corp

Technology
1.76K
+ 31.91%
$61.62 - $78.55 $108K - $138K
7.26K $475K
BP
Bp PLC

Energy
1.39K
+ 13.7%
$29.93 - $35.31 $41.5K - $49K
11.5K $389K
VEA
Vanguard Ftse Developed Market

ETFs
826
+ 5.52%
$47.4 - $52.99 $39.2K - $43.8K
15.8K $802K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.7K
+ 234.9%
$47.25 - $67.02 $80.5K - $114K
2.43K $115K
PSX
Phillips 66

Energy
300
+ 9.13%
$113.93 - $131.55 $34.2K - $39.5K
3.59K $442K
VZ
Verizon Communications Inc

Communication Services
299
+ 3.94%
$37.81 - $46.49 $11.3K - $13.9K
7.88K $357K
QCOM
Qualcomm Inc

Technology
356
+ 0.14%
$151.94 - $175.86 $54.1K - $62.6K
248K $38.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
320
+ 35.56%
$106.31 - $123.73 $34K - $39.6K
1.22K $150K
TDG
Trans Digm Group Inc

Industrials
4
+ 1.34%
$1251.32 - $1394.11 $5.01K - $5.58K
302 $417K
TD
Toronto Dominion Bank

Financial Services
400
+ 55.71%
$53.12 - $61.15 $21.2K - $24.5K
1.12K $67K
THC
Tenet Healthcare Corp

Healthcare
192
New
$119.51 - $144.98 $22.9K - $27.8K
192 $25K
EPD
Enterprise Products Partners L.P.

Energy
500
+ 20.0%
$31.75 - $34.14 $15.9K - $17.1K
3K $102K
NUE
Nucor Corp

Basic Materials
200
New
$114.48 - $142.52 $22.9K - $28.5K
200 $24K
AVB
Avalonbay Communities Inc

Real Estate
100
New
$207.86 - $228.08 $20.8K - $22.8K
100 $21K
AMTX
Aemetis, Inc

Energy
6.96K
New
$1.59 - $2.99 $11.1K - $20.8K
6.96K $12K
TSEM
Tower Semiconductor LTD

Technology
347
New
$35.43 - $54.74 $12.3K - $19K
347 $12K
AVPT
Ave Point, Inc.

Technology
819
New
$13.5 - $19.8 $11.1K - $16.2K
819 $11K
AMSC
American Superconductor Corp

Industrials
633
New
$17.54 - $34.82 $11.1K - $22K
633 $11K
STRL
Sterling Construction CO Inc

Industrials
95
New
$108.65 - $200.56 $10.3K - $19.1K
95 $10K
CARR
Carrier Global Corp

Industrials
708
+ 9.59%
$62.07 - $70.55 $43.9K - $49.9K
8.09K $513K
VRT
Vertiv Holdings CO

Industrials
100
+ 15.38%
N/A
750 $64K
SYM
Symbotic Inc.

Financial Services
437
New
$20.16 - $33.5 $8.81K - $14.6K
437 $8K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
400
New
$20.63 - $25.57 $8.25K - $10.2K
400 $8K
BWXT
Bwx Technologies, Inc.

Industrials
68
New
$96.59 - $128.46 $6.57K - $8.74K
68 $6K
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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