Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings by Sector
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.2 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE SNPS WEX ORCL PANW CRWD CHKP 13 stocks |
$1.37 Million
12.17% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU NOW PAYC TTD CRM SHOP SNOW FICO 16 stocks |
$1.24 Million
11.09% of portfolio
|
6
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF PYPL AXP 5 stocks |
$991,805
8.83% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG SPOT MTCH TWLO BIDU SNAP 8 stocks |
$941,620
8.39% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX MTD IQV A ILMN DGX 8 stocks |
$677,633
6.04% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT ALGN EW BSX MDT PEN PODD 10 stocks |
$676,049
6.02% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NXPI ADI QCOM AVGO INTC TXN AMD 12 stocks |
$653,037
5.82% of portfolio
|
5
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI EBAY CPNG BABA 5 stocks |
$485,779
4.33% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV BR ACN IBM JKHY ASGN KD 7 stocks |
$456,576
4.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$363,839
3.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST LULU 3 stocks |
$342,612
3.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ROP ITW ROK GE CMI OTIS GNRC 16 stocks |
$297,249
2.65% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT HASI CCI EQIX LAMR WY SBAC 7 stocks |
$268,780
2.39% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$231,544
2.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP NSC CSX WAB 5 stocks |
$192,417
1.71% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$191,437
1.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$188,733
1.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$186,927
1.66% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CHD PG CL UL KMB EL 6 stocks |
$178,484
1.59% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP FANG AR CNQ OXY MGY RRC 10 stocks |
$166,148
1.48% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN ABBV LLY PFE BIIB NVS 11 stocks |
$126,397
1.13% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY DKS TSCO ULTA AZO CASY GME 7 stocks |
$111,810
1.0% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A ACGL HIG SLF 5 stocks |
$110,918
0.99% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG YUM 4 stocks |
$110,006
0.98% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$79,981
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO VRTX ALNY MDGL AMLX BNTX COGT 10 stocks |
$60,325
0.54% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP SU TTE 6 stocks |
$55,511
0.49% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$51,785
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$51,292
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY QQQ GLD IWF MDY VIG IVV VOO 81 stocks |
$50,181
0.45% of portfolio
|
16
|
17
|
6
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CBT ECL APD DD PPG SHW BCPC CC 9 stocks |
$42,595
0.38% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE KDP MNST 5 stocks |
$38,144
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C WFC TD 5 stocks |
$33,942
0.3% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI FDS MCO CME 5 stocks |
$27,462
0.24% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO GWW FAST POOL 4 stocks |
$17,747
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX TDG LMT WWD BA LHX GD AVAV 10 stocks |
$16,952
0.15% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB PNC AUB MTB BHLB USB UBCP OZK 11 stocks |
$14,548
0.13% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX WMG 3 stocks |
$10,588
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STT BX KKR IFN NTRS BK PFG SEIC 11 stocks |
$7,939
0.07% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$6,689
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,443
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$6,425
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX XRAY ATR ALC BAX RMD 7 stocks |
$6,290
0.06% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$5,824
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB LIND MMYT 4 stocks |
$5,717
0.05% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO ED AEP D XEL FE ES 9 stocks |
$5,266
0.05% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR KNSL TRV CINF ALL 6 stocks |
$4,754
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW GS TW 4 stocks |
$4,446
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS HLN 3 stocks |
$4,175
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$3,812
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE NOK 3 stocks |
$3,590
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM RIVN 4 stocks |
$3,185
0.03% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS KHC INGR SJM BYND 6 stocks |
$2,715
0.02% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA TMUS T 4 stocks |
$2,483
0.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$2,457
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL HBI 2 stocks |
$2,159
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI HUM 4 stocks |
$1,884
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,775
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR SWK EML 3 stocks |
$1,755
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB WMB OKE TRP EPD 5 stocks |
$1,755
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT KMX 2 stocks |
$1,581
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$1,376
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$1,132
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$1,110
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK CDZI 2 stocks |
$1,097
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER CAR 2 stocks |
$1,093
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL CARR TT WMS 4 stocks |
$1,065
0.01% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O KIM 3 stocks |
$1,062
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1,005
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO UPS FDX EXPD 4 stocks |
$988
0.01% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$893
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA SEM FMS 3 stocks |
$865
0.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$785
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS TMST NUE 3 stocks |
$760
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR ENPH SEDG RUN 4 stocks |
$740
0.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL LNC PRU 3 stocks |
$728
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LKQ MNRO 2 stocks |
$700
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$659
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$654
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$591
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$536
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$521
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$493
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$487
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$468
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$419
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$315
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$295
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ NTAP 2 stocks |
$270
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU 1 stocks |
$265
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NEP 2 stocks |
$171
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$168
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD 2 stocks |
$163
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$132
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES EA 2 stocks |
$108
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$107
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$73
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$71
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$50
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$50
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$34
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TTEK 1 stocks |
$30
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
SAM 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
NAK 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|