Welch & Forbes LLC Incresed Positions in Q3 2024

Welch & Forbes LLC

  • $7.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
506
+ 0.12%
$333.64 - $405.2 $169K - $205K
431K $175M
RMD
Resmed Inc

Healthcare
1.56K
+ 0.48%
$186.94 - $252.92 $292K - $395K
327K $79.8M
NOW
Service Now, Inc.

Technology
15.8K
+ 1069.42%
$730.87 - $937.36 $11.6M - $14.8M
17.3K $15.5M
SYK
Stryker Corp

Healthcare
78
+ 0.02%
$315.94 - $371.96 $24.6K - $29K
520K $188M
AVGO
Broadcom Inc.

Technology
107K
+ 1739.9%
$136.27 - $1745.86 $14.6M - $187M
114K $19.6M
META
Meta Platforms, Inc.

Communication Services
1.87K
+ 1.68%
$453.41 - $572.44 $847K - $1.07M
113K $64.6M
AMP
Ameriprise Financial Inc

Financial Services
1.12K
+ 0.62%
$391.53 - $469.81 $439K - $527K
183K $85.9M
ECL
Ecolab Inc.

Basic Materials
206
+ 0.04%
$228.86 - $255.76 $47.1K - $52.7K
472K $121M
NEE
Nextera Energy Inc

Utilities
3.3K
+ 0.61%
$69.9 - $84.97 $231K - $280K
545K $46.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
951
+ 0.74%
$405.19 - $478.57 $385K - $455K
129K $59.4M
ACN
Accenture PLC

Technology
1.56K
+ 1.3%
$295.44 - $355.81 $460K - $554K
121K $42.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
384
+ 0.41%
$531.86 - $624.21 $204K - $240K
94.3K $58.3M
CTAS
Cintas Corp

Industrials
145K
+ 297.71%
$201.38 - $819.83 $29.1M - $119M
193K $39.8M
AOS
Smith A O Corp

Industrials
8.38K
+ 1.5%
$76.95 - $91.98 $645K - $771K
566K $50.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
398
+ 0.28%
$523.84 - $572.02 $208K - $228K
140K $79.9M
CSL
Carlisle Companies Inc

Industrials
2.37K
+ 2.72%
$376.5 - $449.34 $892K - $1.06M
89.4K $40.2M
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
+ 2.12%
$47.6 - $53.31 $886K - $993K
897K $47.4M
CSCO
Cisco Systems, Inc.

Technology
3.87K
+ 0.62%
$44.74 - $53.22 $173K - $206K
632K $33.7M
AXP
American Express CO

Financial Services
390
+ 0.44%
$225.92 - $271.17 $88.1K - $106K
89.8K $24.3M
EQIX
Equinix Inc

Real Estate
889
+ 5.27%
$749.0 - $890.01 $666K - $791K
17.7K $15.8M
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 0.43%
$38.89 - $45.0 $125K - $144K
752K $33.8M
AMZN
Amazon Com Inc

Consumer Cyclical
33K
+ 6.77%
$161.02 - $200.0 $5.32M - $6.61M
521K $97M
LHX
L3 Harris Technologies, Inc.

Industrials
3.84K
+ 2.83%
$221.96 - $243.27 $852K - $934K
139K $33.2M
MCO
Moodys Corp

Financial Services
63
+ 0.13%
$421.49 - $494.67 $26.6K - $31.2K
48.2K $22.9M
XYL
Xylem Inc.

Industrials
15.6K
+ 4.61%
$126.14 - $141.53 $1.97M - $2.21M
353K $47.7M
LECO
Lincoln Electric Holdings Inc

Industrials
5.51K
+ 2.8%
$173.3 - $211.48 $954K - $1.16M
202K $38.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.07K
+ 12.94%
$520.18 - $576.82 $1.08M - $1.19M
18K $10.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.5K
+ 1.92%
$31.18 - $33.5 $422K - $453K
717K $23.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.96K
+ 2.26%
$33.89 - $41.64 $168K - $207K
225K $8.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
494
+ 1.22%
$517.38 - $573.86 $256K - $283K
41.1K $23.6M
CHKP
Check Point Software Technologies LTD

Technology
18
+ 0.05%
$165.0 - $195.47 $2.97K - $3.52K
35.3K $6.8M
MA
Mastercard Inc

Financial Services
323
+ 2.16%
$429.6 - $500.99 $139K - $162K
15.3K $7.54M
LOW
Lowes Companies Inc

Consumer Cyclical
184
+ 1.24%
$213.3 - $270.78 $39.2K - $49.8K
15K $4.07M
MDB
Mongo Db, Inc.

Technology
1.39K
+ 7.09%
$221.5 - $296.69 $308K - $413K
21K $5.68M
TSLA
Tesla, Inc.

Consumer Cyclical
141
+ 1.56%
$191.76 - $263.26 $27K - $37.1K
9.15K $2.39M
OEF
Ishares S&P 100 ETF

ETFs
2.13K
+ 17.5%
$266.03 - $266.03 $566K - $566K
14.3K $3.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
990
+ 12.4%
$434.77 - $502.96 $430K - $498K
8.97K $4.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.93K
+ 2.45%
$236.42 - $259.82 $456K - $501K
80.6K $20.7M
UNH
Unitedhealth Group Inc

Healthcare
218
+ 4.52%
$488.01 - $604.18 $106K - $132K
5.04K $2.95M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.93K
+ 6.16%
$57.32 - $62.65 $225K - $246K
67.7K $4.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.65K
+ 84.12%
$71.45 - $75.64 $404K - $428K
12.4K $929K
PM
Philip Morris International Inc.

Consumer Defensive
122
+ 0.59%
$101.25 - $127.45 $12.4K - $15.5K
20.7K $2.51M
AMT
American Tower Corp

Real Estate
325
+ 3.62%
$192.27 - $242.73 $62.5K - $78.9K
9.29K $2.16M
FTSL
First Trust Senior Ln Fund

ETFs
6.57K
+ 1.07%
$45.51 - $46.26 $299K - $304K
623K $28.6M
BX
Blackstone Inc.

Financial Services
178
+ 1.48%
$120.77 - $159.66 $21.5K - $28.4K
12.2K $1.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
+ 0.2%
$105.53 - $118.34 $7.07K - $7.93K
34K $3.97M
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 128.35%
$255.18 - $283.2 $300K - $333K
2.09K $592K
BLK
Black Rock Inc.

Financial Services
46
+ 2.59%
$782.27 - $949.51 $36K - $43.7K
1.82K $1.73M
VB
Vanguard Small Cap ETF

ETFs
240
+ 1.9%
$214.77 - $237.72 $51.5K - $57.1K
12.9K $3.06M
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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