Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.2 Billion
- Q3 2025
Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.2 Billion distributed in 628 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $959M, Mastercard Inc with a value of $788M, Alphabet Inc. with a value of $732M, Intuit Inc with a value of $633M, and Amazon Com Inc with a value of $483M.
Examining the 13F form we can see an increase of $115M in the current position value, from $11.1B to 11.2B.
Below you can find more details about Loring Wolcott & Coolidge Fiduciary Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$11.2 Billion
Technology: $4.14 Billion
Healthcare: $1.75 Billion
Consumer Cyclical: $1.3 Billion
Financial Services: $1.2 Billion
Communication Services: $956 Million
Industrials: $738 Million
Consumer Defensive: $537 Million
Real Estate: $271 Million
Other: $333 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 628
- Current Value $11.2 Billion
- Prior Value $11.1 Billion
- Filing
- Period Q3 2025
- Filing Date October 24, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 44 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks