Welch & Forbes LLC Portfolio Holdings
Welch & Forbes LLC
- $7.18 Billion
- Q1 2024
Welch & Forbes LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $7.18 Billion distributed in 378 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $403M, Microsoft Corp with a value of $383M, Apple Inc. with a value of $306M, O Reilly Automotive Inc with a value of $234M, and Visa Inc. with a value of $210M.
Examining the 13F form we can see an increase of $638M in the current position value, from $6.54B to 7.18B.
Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 378
- Current Value $7.18 Billion
- Prior Value $6.54 Billion
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 190 stocks