Welch & Forbes LLC Purchases in Q4 2024

Welch & Forbes LLC

  • $7.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.83K
+ 22.09%
$74.5 - $78.37 $136K - $143K
10.1K $754K
MO
Altria Group, Inc.

Consumer Defensive
1.22K
+ 5.73%
$49.06 - $57.74 $59.7K - $70.3K
22.5K $1.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
610
+ 12.58%
$183.23 - $199.79 $112K - $122K
5.46K $1.01M
BR
Broadridge Financial Solutions, Inc.

Technology
30
+ 0.44%
$209.64 - $236.44 $6.29K - $7.09K
6.91K $1.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
14
+ 1.15%
$275.15 - $388.2 $3.85K - $5.43K
1.24K $422K
BA
Boeing CO

Industrials
200
+ 12.0%
$138.14 - $180.72 $27.6K - $36.1K
1.87K $330K
NFLX
Netflix Inc

Communication Services
18
+ 5.81%
$687.65 - $936.56 $12.4K - $16.9K
328 $292K
TXN
Texas Instruments Inc

Technology
273
+ 0.97%
N/A
28.4K $5.52M
SCHW
Schwab Charles Corp

Financial Services
98
+ 2.2%
$63.31 - $82.85 $6.2K - $8.12K
4.56K $337K
IVE
Ishares S&P 500 Value ETF

ETFs
337
+ 12.96%
$189.5 - $206.17 $63.9K - $69.5K
2.94K $560K
WAT
Waters Corp

Healthcare
1
+ 0.03%
$323.11 - $392.01 $323 - $392
3.74K $1.39M
EME
Emcor Group, Inc.

Industrials
59
+ 10.41%
$427.96 - $526.95 $25.2K - $31.1K
626 $284K
WM
Waste Management Inc

Industrials
361
+ 5.9%
$201.79 - $228.46 $72.8K - $82.5K
6.48K $1.31M
INTU
Intuit Inc

Technology
6
+ 0.14%
$602.01 - $706.25 $3.61K - $4.24K
4.41K $2.77M
WDAY
Workday, Inc.

Technology
10
+ 0.4%
$233.85 - $279.91 $2.34K - $2.8K
2.5K $645K
OEF
Ishares S&P 100 ETF

ETFs
101
+ 0.71%
N/A
14.4K $3.83M
HWM
Howmet Aerospace Inc.

Industrials
14
+ 0.51%
$99.72 - $120.09 $1.4K - $1.68K
2.73K $299K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
256
+ 6.07%
$66.77 - $71.52 $17.1K - $18.3K
4.48K $308K
COP
Conocophillips

Energy
1.8K
+ 7.05%
$95.12 - $114.72 $171K - $206K
27.3K $2.7M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.15%
$225.97 - $266.66 $904 - $1.07K
2.63K $632K
FAST
Fastenal CO

Industrials
18
+ 0.05%
$69.99 - $84.35 $1.26K - $1.52K
32.9K $2.36M
GWW
W.W. Grainger, Inc.

Industrials
10
+ 2.12%
$1023.06 - $1220.93 $10.2K - $12.2K
481 $506K
AON
Aon PLC

Financial Services
2
+ 0.25%
$344.14 - $393.31 $688 - $787
815 $292K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
176
+ 2.47%
$44.33 - $49.55 $7.8K - $8.72K
7.3K $327K
RSG
Republic Services, Inc.

Industrials
7
+ 0.53%
$198.0 - $218.75 $1.39K - $1.53K
1.34K $268K
Gsk PLC
16
+ 0.0%
N/A
520K $0
Blackrock Inc
1.84K
New
N/A
1.84K $0
Labcorp Holdings Inc
110
+ 7.24%
N/A
1.63K $0
Linde PLC
2.56K
+ 2.63%
N/A
100K $0
Ge Vernova Inc
164
+ 1.44%
N/A
11.6K $0
MET
Metlife Inc

Financial Services
13
+ 0.24%
$78.15 - $88.25 $1.02K - $1.15K
5.37K $439K
SPGI
S&P Global Inc.

Financial Services
32
+ 2.86%
$480.36 - $529.17 $15.4K - $16.9K
1.15K $572K
TYL
Tyler Technologies Inc

Technology
3
+ 0.3%
$576.64 - $635.69 $1.73K - $1.91K
1K $577K
TT
Trane Technologies PLC

Industrials
6
+ 1.0%
$369.35 - $419.14 $2.22K - $2.51K
606 $223K
MDB
Mongo Db, Inc.

Technology
3.31K
+ 15.75%
$232.81 - $350.13 $770K - $1.16M
24.3K $5.66M
CNQ
Canadian Natural Resources LTD

Energy
20
+ 0.28%
$29.51 - $37.6 $590 - $752
7.29K $225K
SOXX
Ishares Semiconductor ETF

ETFs
16
+ 1.14%
$211.27 - $239.8 $3.38K - $3.84K
1.41K $304K
ICE
Intercontinental Exchange, Inc.

Financial Services
55
+ 2.1%
$148.29 - $166.93 $8.16K - $9.18K
2.68K $399K
A
Agilent Technologies, Inc.

Healthcare
7
+ 0.39%
$125.69 - $146.56 $880 - $1.03K
1.8K $241K
MCO
Moodys Corp

Financial Services
53
+ 0.11%
$454.04 - $500.88 $24.1K - $26.5K
48.3K $22.8M
PPG
Ppg Industries Inc

Basic Materials
150
+ 3.71%
$119.09 - $131.37 $17.9K - $19.7K
4.19K $500K
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 0.31%
$107.06 - $123.74 $1.61K - $1.86K
4.81K $526K
SO
Southern CO

Utilities
161
+ 2.43%
$81.5 - $94.15 $13.1K - $15.2K
6.78K $557K
CCI
Crown Castle International Corp

Real Estate
225
+ 9.95%
$89.78 - $119.11 $20.2K - $26.8K
2.49K $225K
KLAC
Kla Corp

Technology
7
+ 1.97%
$614.46 - $829.55 $4.3K - $5.81K
362 $228K
UBER
Uber Technologies, Inc

Technology
148
+ 3.91%
$59.93 - $86.34 $8.87K - $12.8K
3.94K $237K
PLD
Prologis, Inc.

Real Estate
325
+ 7.68%
$101.4 - $126.96 $33K - $41.3K
4.56K $481K
TGT
Target Corp

Consumer Defensive
685
+ 9.14%
$121.59 - $160.69 $83.3K - $110K
8.18K $1.11M
ACN
Accenture PLC

Technology
370
+ 0.31%
$343.9 - $376.86 $127K - $139K
121K $42.7M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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