Welch & Forbes LLC Portfolio Holdings
Welch & Forbes LLC
- $7.48 Billion
- Q1 2025
Welch & Forbes LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.48 Billion distributed in 370 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $390M, Apple Inc. with a value of $387M, Microsoft Corp with a value of $339M, O Reilly Automotive Inc with a value of $284M, and Visa Inc. with a value of $259M.
Examining the 13F form we can see an decrease of $154M in the current position value, from $7.64B to 7.48B.
Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.48 Billion
Technology: $1.66 Billion
Healthcare: $1.23 Billion
Financial Services: $987 Million
Industrials: $925 Million
Consumer Cyclical: $908 Million
Consumer Defensive: $541 Million
Communication Services: $418 Million
ETFs: $392 Million
Other: $418 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 370
- Current Value $7.48 Billion
- Prior Value $7.64 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 10 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 193 stocks