Welch & Forbes LLC Portfolio Holdings
Welch & Forbes LLC
- $7.73 Billion
- Q3 2024
Welch & Forbes LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.73 Billion distributed in 373 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $503M, Apple Inc. with a value of $413M, Microsoft Corp with a value of $391M, O Reilly Automotive Inc with a value of $233M, and Visa Inc. with a value of $206M.
Examining the 13F form we can see an increase of $397M in the current position value, from $7.33B to 7.73B.
Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.73 Billion
Technology: $1.86 Billion
Healthcare: $1.33 Billion
Industrials: $929 Million
Financial Services: $891 Million
Consumer Cyclical: $881 Million
Consumer Defensive: $563 Million
Communication Services: $460 Million
ETFs: $374 Million
Other: $445 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 373
- Current Value $7.73 Billion
- Prior Value $7.33 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks