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
$38.4B
$2.78 Million 0.03% of portfolio
15,029
Q1 2025 Reduced 54.49%
$24.8B
$3 Million 0.03% of portfolio
17,516
Q1 2025 Reduced 1.92%
$13.1B
$3.31 Million 0.03% of portfolio
18,124
Q1 2025 Reduced 8.76%
$46.9B
$3.04 Million 0.03% of portfolio
41,893
Q1 2025 Reduced 21.57%
$0
$2.66 Million 0.03% of portfolio
4,986
Q1 2025 Reduced 0.89%
$58.6B
$3.6 Million 0.03% of portfolio
15,199
Q1 2025 Reduced 0.23%
$160B
$2.77 Million 0.03% of portfolio
46,596
Q1 2025 Reduced 1.72%
$54.8B
$2.61 Million 0.03% of portfolio
2,645
Q1 2025 Reduced 60.99%
$264B
$2.88 Million 0.03% of portfolio
14,404
Q1 2025 Added 3.36%
$167B
$2.7 Million 0.03% of portfolio
5,323
Q1 2025 Reduced 1.28%
$187B
$3.42 Million 0.03% of portfolio
6,901
Q1 2025 Reduced 10.19%
$248B
$3.6 Million 0.03% of portfolio
14,497
Q1 2025 Added 18.16%
$223B
$2.51 Million 0.02% of portfolio
21,479
Q1 2025 Reduced 12.32%
$38.3B
$1.68 Million 0.02% of portfolio
22,356
Q1 2025 Reduced 2.72%
$1.03T
$2.11 Million 0.02% of portfolio
8,139
Q1 2025 Reduced 45.09%
$93.5B
$2.49 Million 0.02% of portfolio
7,140
Q1 2025 Reduced 50.67%
$106B
$2.19 Million 0.02% of portfolio
7,612
Q4 2024 Reduced 13.76%
$36.4B
$2.07 Million 0.02% of portfolio
23,143
Q1 2025 Reduced 3.62%
$0
$2.1 Million 0.02% of portfolio
3,745
Q1 2025 Added 36.28%
$46.1B
$2.34 Million 0.02% of portfolio
7,476
Q3 2024 Reduced 2.48%
$35.1B
$1.63 Million 0.02% of portfolio
21,790
Q1 2025 Reduced 14.33%
$119B
$2.44 Million 0.02% of portfolio
8,090
Q1 2025 Added 1.29%
$49.6B
$1.84 Million 0.02% of portfolio
2,940
Q1 2025 Reduced 58.02%
$0
$1.62 Million 0.02% of portfolio
6,338
Q1 2025 Reduced 4.09%
$15.5B
$1.61 Million 0.02% of portfolio
5,715
Q1 2025 Reduced 57.71%
$39.7B
$1.98 Million 0.02% of portfolio
19,229
Q1 2025 Reduced 55.85%
$218B
$2.24 Million 0.02% of portfolio
487
Q1 2025 Reduced 7.24%
$0
$2.56 Million 0.02% of portfolio
5,465
Q4 2024 Added 1.77%
$0
$2.55 Million 0.02% of portfolio
7,068
Q1 2025 Reduced 10.1%
$136B
$2.56 Million 0.02% of portfolio
100,973
Q1 2025 Reduced 1.09%
$107B
$1.73 Million 0.02% of portfolio
15,000
Q4 2024 New
$16.8B
$1.82 Million 0.02% of portfolio
34,900
Q1 2025 Reduced 27.11%
$92.2B
$1.31 Million 0.01% of portfolio
19,314
Q4 2024 Reduced 0.82%
$536B
$1.19 Million 0.01% of portfolio
1,279
Q4 2024 Reduced 0.78%
$0
$863,000 0.01% of portfolio
9,300
Q4 2024 Reduced 7.61%
$58.6B
$664,000 0.01% of portfolio
3,893
Q4 2024 Added 98.72%
$295B
$620,000 0.01% of portfolio
2,327
Q1 2025 Added 0.43%
$25.7B
$866,000 0.01% of portfolio
11,834
Q1 2025 Reduced 0.48%
$46.4B
$899,000 0.01% of portfolio
8,617
Q1 2025 Reduced 10.4%
$255B
$730,000 0.01% of portfolio
6,551
Q1 2025 Reduced 4.93%
$24.5B
$850,000 0.01% of portfolio
10,965
Q1 2025 Reduced 2.66%
$82.6B
$591,000 0.01% of portfolio
725
Q4 2024 Reduced 0.82%
$51.4B
$745,000 0.01% of portfolio
11,844
Q1 2025 Reduced 23.14%
$0
$1.2 Million 0.01% of portfolio
7,973
Q1 2025 Reduced 3.28%
$0
$579,000 0.01% of portfolio
7,000
Q1 2025 New
$88.9B
$955,000 0.01% of portfolio
2,051
Q1 2025 Reduced 2.75%
$0
$566,000 0.01% of portfolio
5,416
Q1 2025 Reduced 11.08%
$9.69B
$649,000 0.01% of portfolio
2,430
Q3 2024 New
$29.7B
$946,000 0.01% of portfolio
5,369
Q1 2025 Reduced 1.76%

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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