Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio Holdings

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.3 Billion distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $793M, Microsoft Corp with a value of $716M, Intuit Inc with a value of $574M, Alphabet Inc. with a value of $474M, and Stryker Corp with a value of $437M.

Examining the 13F form we can see an decrease of $535M in the current position value, from $10.9B to 10.3B.

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

Portfolio value $10.3 Billion
Technology: $3.61 Billion
Healthcare: $1.71 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $1.16 Billion
Industrials: $745 Million
Communication Services: $639 Million
Consumer Defensive: $588 Million
Real Estate: $311 Million
Other: $357 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$33.1 Million 0.32% of portfolio
220,650
Q1 2025 Reduced 3.13%
$202B
$31.3 Million 0.3% of portfolio
100,405
Q1 2025 Reduced 1.88%
$1.1T
$29.5 Million 0.29% of portfolio
188,874
Q1 2025 Reduced 0.4%
$312B
$30.2 Million 0.29% of portfolio
45,643
Q1 2025 Added 9.92%
$14.7B
$27.8 Million 0.27% of portfolio
175,090
Q1 2025 Reduced 8.06%
$4.31B
$23.8 Million 0.23% of portfolio
286,544
Q1 2025 Added 0.14%
$157B
$19.5 Million 0.19% of portfolio
62,469
Q1 2025 Reduced 3.65%
$16.2B
$19.7 Million 0.19% of portfolio
43,254
Q1 2025 Reduced 2.11%
$48.6B
$18.3 Million 0.18% of portfolio
143,033
Q1 2025 Reduced 0.79%
$44.6B
$18.4 Million 0.18% of portfolio
32,560
Q1 2025 Reduced 2.45%
$788B
$18.9 Million 0.18% of portfolio
76,989
Q1 2025 Reduced 2.12%
$14.9B
$17.2 Million 0.17% of portfolio
33,797
Q1 2025 Reduced 2.28%
$10.2B
$15.4 Million 0.15% of portfolio
76,610
Q1 2025 Added 264.25%
$142B
$13.1 Million 0.13% of portfolio
197,296
Q1 2025 Reduced 6.96%
$281B
$12.1 Million 0.12% of portfolio
72,589
Q1 2025 Added 2.2%
$76.8B
$12.7 Million 0.12% of portfolio
50,024
Q1 2025 Reduced 4.44%
$204B
$10.7 Million 0.1% of portfolio
80,509
Q1 2025 Reduced 2.96%
$76.5B
$9.04 Million 0.09% of portfolio
36,447
Q1 2025 Reduced 0.64%
$767B
$8.32 Million 0.08% of portfolio
10,070
Q1 2025 Added 2.18%
$179B
$8.4 Million 0.08% of portfolio
121,030
Q1 2025 Added 6.46%
$313B
$8.18 Million 0.08% of portfolio
114,199
Q1 2025 Reduced 0.53%
$2.28B
$7.38 Million 0.07% of portfolio
252,462
Q1 2025 Added 1.91%
$86.5B
$7 Million 0.07% of portfolio
107,327
Q1 2025 Reduced 50.22%
$362B
$7.34 Million 0.07% of portfolio
175,832
Q1 2025 Reduced 0.39%
$264B
$7.23 Million 0.07% of portfolio
82,321
Q1 2025 Reduced 8.67%
$62.5B
$6.3 Million 0.06% of portfolio
21,373
Q1 2025 Reduced 3.72%
$116B
$5.95 Million 0.06% of portfolio
56,660
Q1 2025 Reduced 2.72%
$0
$5.94 Million 0.06% of portfolio
21,601
Q1 2025 Reduced 8.95%
$37.5B
$6.62 Million 0.06% of portfolio
25,631
Q3 2024 Reduced 0.05%
$76.7B
$6.18 Million 0.06% of portfolio
66,008
Q1 2025 Reduced 46.28%
$155B
$5.71 Million 0.06% of portfolio
20,167
Q1 2025 Reduced 55.29%
$0
$6.3 Million 0.06% of portfolio
11,269
Q1 2025 Reduced 0.64%
$22.6B
$6.37 Million 0.06% of portfolio
30,989
Q4 2024 Reduced 0.01%
$27.9B
$5.5 Million 0.05% of portfolio
30,556
Q1 2025 Reduced 57.07%
$156B
$5.38 Million 0.05% of portfolio
11,463
Q1 2025 Reduced 0.19%
$78.2B
$4.94 Million 0.05% of portfolio
29,982
Q1 2025 Reduced 7.44%
$152B
$4.54 Million 0.04% of portfolio
21,450
Q1 2025 Reduced 4.98%
$18.6B
$4.39 Million 0.04% of portfolio
26,496
Q1 2025 Reduced 58.1%
$1.95B
$4.61 Million 0.04% of portfolio
276,031
Q1 2025 Added 180.63%
$216B
$4.16 Million 0.04% of portfolio
42,103
Q1 2025 Reduced 5.55%
$177B
$4.47 Million 0.04% of portfolio
22,980
Q1 2025 Reduced 51.77%
$99.1B
$3.69 Million 0.04% of portfolio
22,040
Q1 2025 Added 0.73%
$149B
$4.24 Million 0.04% of portfolio
29,190
Q1 2025 Added 2.22%
$56B
$4.65 Million 0.04% of portfolio
30,172
Q1 2025 Reduced 1.23%
$143B
$3.96 Million 0.04% of portfolio
55,857
Q1 2025 Reduced 1.49%
$54.7B
$3.17 Million 0.03% of portfolio
18,546
Q1 2025 Reduced 14.0%
$268B
$3.12 Million 0.03% of portfolio
50,514
Q1 2025 Added 1.41%
$442B
$3.19 Million 0.03% of portfolio
4
Q1 2025 Reduced 20.0%
$0
$2.78 Million 0.03% of portfolio
15,260
Q3 2024 Reduced 0.33%

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $10.3 Billion
  • Prior Value $10.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 187 stocks
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