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
ABNB
Airbnb, Inc.

Consumer Cyclical
1.2K
+ 34.14%
$105.69 - $140.64 $127K - $169K
4.72K $623K
IWR
Ishares Russell Mid Cap ETF

ETFs
110
+ 0.49%
$74.88 - $91.97 $8.24K - $10.1K
22.7K $2.09M
NFLX
Netflix Inc

Communication Services
17
+ 5.84%
$855.86 - $1339.13 $14.5K - $22.8K
308 $412K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.45K
+ 11.68%
$72.02 - $73.82 $104K - $107K
13.8K $1.02M
T
At&T Inc.

Communication Services
526
+ 0.38%
$26.33 - $28.94 $13.8K - $15.2K
138K $3.99M
SCHW
Schwab Charles Corp

Financial Services
550
+ 13.39%
$69.06 - $91.24 $38K - $50.2K
4.66K $424K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
917
+ 6.43%
$96.84 - $99.46 $88.8K - $91.2K
15.2K $1.51M
NVO
Novo Nordisk A S

Healthcare
1.5K
+ 6.96%
$58.08 - $81.05 $87.1K - $122K
23K $1.59M
SOXX
Ishares Semiconductor ETF

ETFs
95
+ 6.72%
$154.86 - $239.07 $14.7K - $22.7K
1.51K $360K
MO
Altria Group, Inc.

Consumer Defensive
2.06K
+ 10.32%
$55.56 - $60.91 $114K - $125K
22K $1.29M
EBAY
Ebay Inc

Consumer Cyclical
368
+ 7.35%
$59.52 - $79.36 $21.9K - $29.2K
5.37K $400K
TXN
Texas Instruments Inc

Technology
269
+ 0.98%
N/A
27.8K $5.42M
WMB
Williams Companies, Inc.

Energy
300
+ 4.16%
$54.33 - $62.87 $16.3K - $18.9K
7.51K $471K
GWW
W.W. Grainger, Inc.

Industrials
16
+ 3.76%
$919.93 - $1101.66 $14.7K - $17.6K
442 $459K
IWN
Ishares Russell2000 Val ETF

ETFs
60
+ 1.61%
$131.84 - $157.76 $7.91K - $9.47K
3.79K $597K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
152
+ 6.2%
$73.02 - $90.22 $11.1K - $13.7K
2.61K $232K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
307
+ 3.06%
$75.05 - $77.34 $23K - $23.7K
10.3K $799K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
246
+ 0.86%
$77.74 - $78.78 $19.1K - $19.4K
28.8K $2.27M
TDG
Trans Digm Group Inc

Industrials
1
+ 0.56%
$1231.75 - $1520.64 $1.23K - $1.52K
178 $270K
CL
Colgate Palmolive CO

Consumer Defensive
1.83K
+ 3.59%
$87.57 - $96.0 $160K - $175K
52.7K $4.79M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
187
+ 2.56%
$35.35 - $42.68 $6.61K - $7.98K
7.49K $318K
DVY
Ishares Tr

ETFs
260
+ 2.43%
$118.37 - $134.86 $30.8K - $35.1K
11K $1.46M
TYL
Tyler Technologies Inc

Technology
9
+ 0.9%
$521.68 - $592.84 $4.7K - $5.34K
1.01K $599K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.66%
$152.93 - $181.74 $1.53K - $1.82K
1.51K $275K
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.77%
N/A
1.83K $333K
PSX
Phillips 66

Energy
250
+ 3.68%
$92.87 - $125.73 $23.2K - $31.4K
7.05K $840K
Linde PLC
852
+ 0.83%
N/A
103K $0
Ge Healthcare Technologies I
1.18K
+ 12.32%
N/A
10.7K $0
ALL
Allstate Corp

Financial Services
19
+ 0.3%
$180.53 - $212.64 $3.43K - $4.04K
6.46K $1.3M
SLB
Schlumberger Limited

Energy
950
+ 8.69%
$31.95 - $42.2 $30.4K - $40.1K
11.9K $401K
MDT
Medtronic PLC

Healthcare
550
+ 1.19%
$80.68 - $88.86 $44.4K - $48.9K
46.8K $4.08M
EOG
Eog Resources Inc

Energy
962
+ 4.0%
$104.61 - $129.97 $101K - $125K
25K $2.99M
DUK
Duke Energy Corp

Utilities
1.01K
+ 1.65%
$112.46 - $124.05 $113K - $125K
62.1K $7.32M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.03%
$210.83 - $235.28 $843 - $941
14.4K $3.19M
AMGN
Amgen Inc

Healthcare
309
+ 1.23%
$262.28 - $309.85 $81K - $95.7K
25.4K $7.1M
TSCO
Tractor Supply CO

Consumer Cyclical
1.42K
+ 0.29%
$47.86 - $55.77 $67.8K - $79K
488K $25.8M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 0.16%
$41.67 - $45.62 $48.7K - $53.3K
727K $31.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9.61K
+ 4.63%
$421.16 - $509.5 $4.05M - $4.89M
217K $96.7M
ROP
Roper Technologies Inc

Industrials
823
+ 0.41%
$519.19 - $590.78 $427K - $486K
201K $114M
DHR
Danaher Corp

Healthcare
4.28K
+ 0.62%
$174.64 - $205.16 $747K - $877K
695K $137M
LLY
Eli Lilly & CO

Healthcare
910
+ 0.61%
$713.71 - $898.95 $649K - $818K
149K $116M
CVX
Chevron Corp

Energy
931
+ 0.22%
$133.73 - $168.51 $125K - $157K
416K $59.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.75M
+ 1385.21%
$87.84 - $1441.89 $241M - $3.96B
2.95M $266M
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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