Loring Wolcott & Coolidge Fiduciary Advisors LLP New Holdings in Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7K
New
$81.83 - $82.73 $573K - $579K
7K $579K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.06K
New
$26.09 - $30.21 $158K - $183K
6.06K $176K
ARKW
Ark Next Generation Internet E

ETFs
1.4K
New
$91.59 - $125.64 $128K - $176K
1.4K $132K
THC
Tenet Healthcare Corp

Healthcare
192
New
$119.51 - $144.98 $22.9K - $27.8K
192 $25K
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
TSEM
Tower Semiconductor LTD

Technology
347
New
$35.43 - $54.74 $12.3K - $19K
347 $12K
AMTX
Aemetis, Inc

Energy
6.96K
New
$1.59 - $2.99 $11.1K - $20.8K
6.96K $12K
AMSC
American Superconductor Corp

Industrials
633
New
$17.54 - $34.82 $11.1K - $22K
633 $11K
AVPT
Ave Point, Inc.

Technology
819
New
$13.5 - $19.8 $11.1K - $16.2K
819 $11K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
400
New
$20.63 - $25.57 $8.25K - $10.2K
400 $8K
SYM
Symbotic Inc.

Financial Services
437
New
$20.16 - $33.5 $8.81K - $14.6K
437 $8K
BWXT
Bwx Technologies, Inc.

Industrials
68
New
$96.59 - $128.46 $6.57K - $8.74K
68 $6K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
154
New
$27.98 - $33.9 $4.31K - $5.22K
154 $4K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
150
New
$23.71 - $27.77 $3.56K - $4.17K
150 $3K
GEVO
Gevo, Inc.

Basic Materials
1.81K
New
$1.14 - $2.85 $2.07K - $5.17K
1.81K $2K
MET
Metlife Inc

Financial Services
26
New
$77.7 - $87.0 $2.02K - $2.26K
26 $2K
ARCC
Ares Capital Corp

Financial Services
100
New
$21.28 - $23.81 $2.13K - $2.38K
100 $2K
Brookfield
3
New
N/A
3 $0
Brookfield Corporation
500
New
N/A
500 $0
VVX
V2 X, Inc.

Industrials
17
New
$42.05 - $55.16 $715 - $938
17 $0
Brookfield Asset Management LTD
124
New
N/A
124 $0
LSTA
Lisata Therapeutics, Inc. Comm
2
New
N/A
2 $0
Super Micro Computer
400
New
N/A
400 $0
ABUS
Arbutus Biopharma Corp

Healthcare
200
New
$3.06 - $3.59 $612 - $718
200 $0
QTUM
ETF Ser Solutions Defiance Qua
120
New
N/A
120 $0
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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