Welch & Forbes LLC Incresed Positions in Q2 2025

Welch & Forbes LLC

  • $7.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
30.7K
+ 17.65%
$146.29 - $275.65 $4.5M - $8.47M
205K $56.5M
META
Meta Platforms, Inc.

Communication Services
4.7K
+ 3.94%
$484.66 - $738.09 $2.28M - $3.47M
124K $91.5M
NOW
Service Now, Inc.

Technology
9.54K
+ 22.26%
$721.65 - $1040.18 $6.89M - $9.93M
52.4K $53.9M
AMZN
Amazon Com Inc

Consumer Cyclical
15.2K
+ 2.84%
$167.32 - $223.3 $2.53M - $3.38M
548K $120M
RMD
Resmed Inc

Healthcare
1.69K
+ 0.51%
$204.54 - $258.0 $345K - $435K
332K $85.5M
CSL
Carlisle Companies Inc

Industrials
18.5K
+ 15.65%
$317.1 - $408.5 $5.86M - $7.55M
137K $51M
ORCL
Oracle Corp

Technology
2.52K
+ 2.2%
$122.82 - $218.63 $309K - $551K
117K $25.5M
ECL
Ecolab Inc.

Basic Materials
2.61K
+ 0.55%
$225.65 - $270.95 $590K - $708K
474K $128M
VEA
Vanguard Ftse Developed Market

ETFs
15.6K
+ 1.63%
$45.65 - $57.01 $714K - $892K
975K $55.6M
LHX
L3 Harris Technologies, Inc.

Industrials
1.28K
+ 0.91%
$200.21 - $256.99 $257K - $330K
143K $35.8M
BAC
Bank Of America Corp

Financial Services
592
+ 0.06%
$34.39 - $47.46 $20.4K - $28.1K
1.01M $47.9M
XYL
Xylem Inc.

Industrials
12.5K
+ 3.39%
$102.86 - $129.5 $1.29M - $1.62M
381K $49.3M
LECO
Lincoln Electric Holdings Inc

Industrials
4.57K
+ 2.17%
$167.18 - $211.38 $764K - $965K
215K $44.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.8K
+ 31.32%
$90.56 - $109.49 $2.79M - $3.38M
129K $14.1M
NEE
Nextera Energy Inc

Utilities
67.4K
+ 11.24%
$64.11 - $75.0 $4.32M - $5.06M
667K $46.3M
CTAS
Cintas Corp

Industrials
745
+ 0.39%
$190.11 - $227.66 $142K - $170K
193K $43.1M
SHOP
Shopify Inc.

Technology
2.52K
+ 1.75%
$76.89 - $115.35 $193K - $290K
146K $16.9M
MCO
Moodys Corp

Financial Services
241
+ 0.49%
$396.7 - $501.59 $95.6K - $121K
49.1K $24.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
17.1K
+ 18.38%
$54.19 - $67.22 $929K - $1.15M
110K $7.42M
TJX
Tjx Companies Inc

Consumer Cyclical
520
+ 0.07%
$119.13 - $135.03 $61.9K - $70.2K
785K $96.9M
FTSL
First Trust Senior Ln Fund

ETFs
21.8K
+ 3.31%
$44.58 - $46.07 $974K - $1.01M
682K $31.3M
INTU
Intuit Inc

Technology
450
+ 10.19%
$544.07 - $787.63 $245K - $354K
4.86K $3.83M
IVV
Ishares Core S&P 500 ETF

ETFs
108
+ 0.63%
$498.8 - $620.9 $53.9K - $67.1K
17.4K $10.8M
CGNX
Cognex Corp

Technology
13.9K
+ 4.21%
$23.27 - $32.07 $324K - $447K
344K $10.9M
BSX
Boston Scientific Corp

Healthcare
1.15K
+ 1.02%
$89.7 - $107.41 $103K - $123K
113K $12.2M
FISV
Fiserv Inc

Technology
6.32K
+ 0.74%
N/A
866K $108M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.03%
$416.06 - $551.64 $1.25K - $1.65K
8.79K $4.85M
EQIX
Equinix Inc

Real Estate
1.34K
+ 6.98%
$740.07 - $914.43 $988K - $1.22M
20.5K $16.3M
NVS
Novartis Ag

Healthcare
515
+ 0.84%
$101.96 - $121.01 $52.5K - $62.3K
61.8K $7.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
881
+ 10.79%
$272.36 - $339.57 $240K - $299K
9.05K $3.07M
COF
Capital One Financial Corp

Financial Services
1.85K
+ 36.2%
$150.57 - $212.76 $279K - $394K
6.97K $1.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
525
+ 10.31%
$320.42 - $424.58 $168K - $223K
5.62K $2.38M
PM
Philip Morris International Inc.

Consumer Defensive
88
+ 0.41%
$149.23 - $184.95 $13.1K - $16.3K
21.7K $3.95M
GS
Goldman Sachs Group Inc

Financial Services
388
+ 27.11%
$462.22 - $707.75 $179K - $275K
1.82K $1.29M
DE
Deere & CO

Industrials
543
+ 9.29%
$412.99 - $531.48 $224K - $289K
6.39K $3.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.99K
+ 9.85%
$107.93 - $110.97 $431K - $443K
44.5K $4.89M
HON
Honeywell International Inc

Industrials
742
+ 7.21%
$182.86 - $232.88 $136K - $173K
11K $2.57M
MMM
3 M CO

Industrials
601
+ 1.17%
$126.09 - $154.15 $75.8K - $92.6K
52.1K $7.94M
WM
Waste Management Inc

Industrials
1.67K
+ 25.76%
$216.47 - $242.1 $361K - $403K
8.13K $1.86M
AOS
Smith A O Corp

Industrials
3.26K
+ 0.55%
$59.63 - $70.52 $195K - $230K
596K $39.1M
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 1.92%
$221.86 - $362.89 $22K - $35.9K
5.26K $1.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.25K
+ 1.92%
$51.16 - $62.02 $63.9K - $77.5K
66.5K $4.12M
VTI
Vanguard Total Stock Market Et

ETFs
759
+ 37.44%
$243.75 - $303.93 $185K - $231K
2.79K $846K
VGT
Vanguard Information Technolog

ETFs
295
+ 43.0%
$470.37 - $663.28 $139K - $196K
981 $650K
UL
Unilever PLC

Consumer Defensive
4.01K
+ 28.59%
$57.9 - $65.43 $232K - $262K
18K $1.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.69K
+ 29.58%
$212.1 - $244.27 $359K - $413K
7.41K $1.62M
VO
Vanguard Mid Cap ETF

ETFs
46
+ 0.48%
$228.54 - $279.83 $10.5K - $12.9K
9.59K $2.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 3.24%
$321.63 - $509.31 $12.9K - $20.4K
1.28K $649K
FAST
Fastenal CO

Industrials
32.9K
+ 99.7%
$40.65 - $83.16 $1.34M - $2.74M
65.9K $2.77M
Activity Summary
Buys All Purchases 108 New Holdings 14 Increased Positions 94 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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