Welch--Forbes
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "GDX", "MORN", "ENTG", "HUM", "ATR", null, "MPLX", "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "A", "APD", "ALL", "GOOGL", "VDE", null, "AXP", "AMG", "T", "BLK", "CAT", "AVGO", "LOW", "KMX", "DNA", "FORM", "BSX", "CCI", "COF", "CMI", "LNC", "LNN", "DUK", "MGRC", "D", "DEA", "EBAY", "EOG", "EXPD", null, "GD", "GILD", "GIS", "HON", "HD", "HPQ", "IBN", null, null, null, null, "MCD", "INTU", "RPM", null, "UNP", "QCOM", "ISRG", "GLP", "HUBB", "HUBS", "HTD", "HWM", "ITW", "AMAT", "EMR", "BKNG", "ICE", "META", null, "IVW", "IJH", null, "SMBC", null, null, "KMI", "LHX", "LIN", "EXG", "MPC", "MMC", "MA", "MDT", "MSFT", "MDLZ", "MS", "EQIX", "FTV", "GE", "GPC", "NTRS", "HIG", "HES", "NVS", null, "OMC", "ORLY", "ICLR", "BX", "HSY", "AMP", "FAST", "ANSS", "IJR", "KKR", "KLAC", "IWD", "ORCL", "NOC", "OKE", "PAYX", "VHT", "EEM", "IWF", null, null, "PANW", "PYPL", "PEP", "PNC", "IRM", "VGSH", "BSM", "PGR", "IJK", null, "IVV", "DOW", "UNH", "AAPL", "SPY", null, "ECL", "HLN", "NVDA", "GS", "HPE", "ENB", "INTC", "GEHC", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "MKC", "MDB", "AMGN", "KVUE", "MAS", "PPG", "ROK", "IEFA", "SPGI", "NOW", "SHW", "SHOP", "SLB", "ROP", "SHEL", "RTX", "GLD", null, "BP", "AMT", "RSG", "SPLG", "IBM", "SYK", "SBUX", "CI", "TXN", "TD", "TGT", "TMO", "TJX", "TDG", "TFC", "TRV", "TYL", "UL", "UNM", "UPS", "BIV", "VO", "NEM", "MET", "VV", "SCHW", null, "VWO", "VSS", "KYN", "EME", "VIG", "TEF", "TXT", "EVN", "TSCO", "IWO", "MTD", "IWN", "IEF", "GL", "IT", "GSK", "RMD", "DD", "VRTX", "EW", "VRSK", "LECO", "AON", "VNT", "AMCR", "GM", "WTS", "BLD", null, "AFL", "SDY", "FI", "DOV", "WAB", "WSO", "WEC", "DEO", "AJG", "WM", "IWR", "WCN", "AEP", "ES", "HIFS", "LANC", "IDXX", null, "NBN", "AOS", "PEG", "NVO", "AMZN", "IVE", "ESGD", "CEF", "VEU", "VGT", "USB", "VUG", "VLO", "VEA", "BND", "BSV", "VB", "VOO", "VLTO", "VTV", "VEEV", "V", "WMT", "WAT", "WFC", "WST", "WMB", "WDAY", "XYL", "SOLV", "LNT", "MTB", "CNQ", "SCHD", "DVY", "CHKP", "JKHY", "NSC", "SO", "OTIS", "PSX", "ROL", "CRM", null, "SYY", "DIA", "LYV", null, "GEV", "ZBH", "GWW", "ESGU", "NTAP", "STE", "KMB", "ADP", "BALL", "BAC", "BRK-A", "BRK-B", "BDX", "BHP", "BA", "BMY", "BR", "CNI", "CDNS", "CARR", "CSL", "CBZ", "CHEF", "CVX", "CIG", "CB", "CHD", "CTAS", "CSCO", "KO", "CGNX", "CMCSA", "CL", "COP", "STZ", "CEG", "CPRT", "COST", "CTVA", "CRWD", "CVS", "CSX", "DHR", "DE", "DFS", "DCI", "RSP", null, "EFA", "ADI", "MCO", "USMV", "IWB", "NEE", "NKE", "STT", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "AWK", "JILL", "MO", "XLK", "URI", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 370
- Total Value
- 7643312211
- Accession Number
- 0001085146-25-002565
- Form Type
- 13F-HR
- Manager Name
- Welch--Forbes
Data Enrichment
93% identified344 identified26 unidentified
Holdings
370 positions • $7.6B total value
Manager:
Search and click to pin securities to the top
Page 11 of 19
464287226
Shares:14.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.6B)
Shares:5.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$7.6B)
Shares:50.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$7.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.7K | QoQ -0.27% (-30)YoY +4.06% (+419) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | ||
6.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | |||
(cusip464287226)✕ | 14.3K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | ||
WATERS CORP /DE/(WATcusip941848103) | 3.8K | QoQ +1.68% (+63)YoY +1.71% (+64) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | |
5.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | |||
7.2K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$7.6B) | |||
Tesla, Inc.(TSLAcusip88160R101) | 5.2K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$7.6B) | ||
ALLSTATE CORP(ALLcusip020002101) | 6.4K | QoQ -5.60% (-382)YoY 0.00% (+0) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$7.6B) | |
14.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$7.6B) | |||
11.7K | QoQ +0.25% (+30)YoY -3.85% (-471) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$7.6B) | ||
18.3K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$7.6B) | |||
50.0K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$7.6B) | |||
19.9K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$7.6B) | |||
10.3K | QoQ -1.43% (-150)YoY +0.18% (-19) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$7.6B) | ||
4.3K | QoQ +0.11% (+5)YoY -4.41% (-197) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$7.6B) | ||
5.6K | QoQ 0.00% (+0)YoY -0.88% (-50) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$7.6B) | ||
US BANCORP \DE\(USBcusip902973304) | 27.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$7.6B) | ||
14.4K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$7.6B) | |||
5.5K | QoQ 0.00% (+0)YoY +5.21% (+275) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$7.6B) | ||
9.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$7.6B) |