Welch & Forbes LLC Purchases in Q1 2025

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9.86K
+ 4.98%
$402.49 - $513.76 $3.97M - $5.06M
208K $101M
NOW
Service Now, Inc.

Technology
20.6K
+ 92.64%
$783.83 - $1170.39 $16.2M - $24.1M
42.9K $34.1M
ECL
Ecolab Inc.

Basic Materials
3.03K
+ 0.65%
$229.72 - $269.82 $697K - $819K
472K $120M
CVX
Chevron Corp

Energy
1.8K
+ 0.44%
$146.71 - $167.97 $264K - $303K
415K $69.4M
LLY
Eli Lilly & CO

Healthcare
1.56K
+ 1.06%
$725.72 - $929.72 $1.13M - $1.45M
149K $123M
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 0.01%
$279.74 - $321.29 $8.11K - $9.32K
313K $97.6M
CSL
Carlisle Companies Inc

Industrials
24.8K
+ 26.6%
$326.43 - $408.24 $8.1M - $10.1M
118K $40.2M
VEA
Vanguard Ftse Developed Market

ETFs
43.2K
+ 4.72%
$47.4 - $52.99 $2.05M - $2.29M
959K $48.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.9K
+ 83.98%
$102.49 - $119.96 $4.61M - $5.39M
98.5K $10.3M
XYL
Xylem Inc.

Industrials
23.8K
+ 6.9%
$114.02 - $132.04 $2.71M - $3.14M
369K $44.1M
NEE
Nextera Energy Inc

Utilities
49.2K
+ 8.93%
$66.96 - $76.16 $3.29M - $3.75M
600K $42.5M
CSCO
Cisco Systems, Inc.

Technology
14.8K
+ 2.32%
$58.74 - $64.87 $872K - $963K
654K $40.3M
CHD
Church & Dwight CO Inc

Consumer Defensive
229
+ 0.05%
$101.42 - $113.2 $23.2K - $25.9K
450K $49.5M
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 0.17%
$158.56 - $176.26 $212K - $235K
796K $136M
META
Meta Platforms, Inc.

Communication Services
6.45K
+ 5.72%
$576.36 - $736.67 $3.72M - $4.75M
119K $68.8M
GE
General Electric CO

Industrials
1.86K
+ 4.0%
$168.59 - $212.13 $314K - $395K
48.4K $9.68M
LECO
Lincoln Electric Holdings Inc

Industrials
7.11K
+ 3.49%
$180.51 - $216.81 $1.28M - $1.54M
211K $39.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
11.1K
+ 37.59%
$106.22 - $111.09 $1.18M - $1.23M
40.5K $4.5M
IDXX
Idexx Laboratories Inc

Healthcare
527
+ 0.31%
$406.29 - $469.04 $214K - $247K
170K $71.3M
TSCO
Tractor Supply CO

Consumer Cyclical
1.85K
+ 0.38%
$51.66 - $57.94 $95.5K - $107K
487K $26.8M
MMM
3 M CO

Industrials
1.01K
+ 2.0%
$129.7 - $155.12 $131K - $157K
51.5K $7.57M
FTSL
First Trust Senior Ln Fund

ETFs
27.1K
+ 4.27%
$45.65 - $46.48 $1.24M - $1.26M
660K $30.1M
T
At&T Inc.

Communication Services
1.41K
+ 1.04%
$21.56 - $28.28 $30.5K - $40K
137K $3.88M
LHX
L3 Harris Technologies, Inc.

Industrials
3.47K
+ 2.51%
$194.65 - $222.86 $675K - $773K
142K $29.6M
GILD
Gilead Sciences, Inc.

Healthcare
330
+ 1.22%
$89.14 - $117.41 $29.4K - $38.7K
27.4K $3.07M
VRSK
Verisk Analytics, Inc.

Industrials
294
+ 1.55%
$268.63 - $301.33 $79K - $88.6K
19.2K $5.72M
SHOP
Shopify Inc.

Technology
19.1K
+ 15.29%
$90.59 - $129.31 $1.73M - $2.46M
144K $13.7M
WMB
Williams Companies, Inc.

Energy
7.21K
New
$54.02 - $61.09 $389K - $440K
7.21K $430K
KMI
Kinder Morgan, Inc.

Energy
12.2K
New
$26.1 - $31.22 $318K - $381K
12.2K $348K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.76K
+ 32.23%
$182.82 - $196.21 $322K - $345K
7.22K $1.36M
VGSH
Vanguard

ETFs
5.61K
New
$58.07 - $58.69 $326K - $329K
5.61K $329K
MA
Mastercard Inc

Financial Services
25
+ 0.18%
$504.67 - $576.31 $12.6K - $14.4K
14.3K $7.82M
LNT
Alliant Energy Corp

Utilities
312
+ 0.62%
$56.66 - $66.04 $17.7K - $20.6K
50.6K $3.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.4K
+ 20.26%
$95.85 - $99.25 $230K - $238K
14.3K $1.41M
ATR
Aptargroup, Inc.

Healthcare
1.51K
New
$141.7 - $159.83 $214K - $241K
1.51K $224K
MPLX
Mplx LP

Energy
4.03K
New
$47.88 - $54.65 $193K - $220K
4.03K $215K
LNC
Lincoln National Corp

Financial Services
6K
New
$30.06 - $39.23 $180K - $235K
6K $215K
HUM
Humana Inc

Healthcare
773
New
$249.11 - $303.11 $193K - $234K
773 $204K
IBN
Icici Bank LTD

Financial Services
6.46K
New
$27.55 - $31.67 $178K - $205K
6.46K $203K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.98K
New
$97.38 - $104.52 $192K - $206K
1.98K $201K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.45K
New
$75.32 - $84.77 $185K - $208K
2.45K $200K
FAST
Fastenal CO

Industrials
135
+ 0.41%
$71.11 - $79.98 $9.6K - $10.8K
33K $2.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 0.09%
$283.24 - $338.07 $9.06K - $10.8K
36.5K $10.8M
WEC
Wec Energy Group, Inc.

Utilities
30
+ 0.26%
$92.12 - $108.98 $2.76K - $3.27K
11.7K $1.28M
EOG
Eog Resources Inc

Energy
134
+ 0.56%
$120.54 - $138.05 $16.2K - $18.5K
24.1K $3.09M
PFF
Ishares Trust Ishares Pfd And

ETFs
18.1K
+ 2.77%
$30.73 - $32.26 $556K - $584K
672K $20.6M
PSX
Phillips 66

Energy
11
+ 0.16%
$113.93 - $131.55 $1.25K - $1.45K
6.8K $839K
EEM
Ishares Msci Emerging Markets

ETFs
797
+ 4.89%
$40.81 - $45.34 $32.5K - $36.1K
17.1K $746K
HWM
Howmet Aerospace Inc.

Industrials
37
+ 1.35%
$110.79 - $139.39 $4.1K - $5.16K
2.77K $359K
Activity Summary
Buys All Purchases 100 New Holdings 10 Increased Positions 90 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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