Loring-Wolcott--Coolidge-Fiduciary-Advisors-Llpma

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
628
Total Value
2779144001
Accession Number
0000932974-25-000004
Form Type
13F-HR
Manager Name
Loring-Wolcott--Coolidge-Fiduciary-Advisors-Llpma
Data Enrichment
94% identified
589 identified39 unidentified

Holdings

628 positions • $2.8B total value
Manager:
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81369Y803
Shares:2.4K
Value:$466.2K
% of Portfolio:0.0% ($466.2K/$2.8B)
ORACLE CORP
Shares:3.5K
Value:$465.0K
% of Portfolio:0.0% ($465.0K/$2.8B)
Shares:3.4K
Value:$461.4K
% of Portfolio:0.0% ($461.4K/$2.8B)
VEEVA SYSTEMS INC
Shares:2.1K
Value:$461.1K
% of Portfolio:0.0% ($461.1K/$2.8B)
464287606
Shares:5.7K
Value:$458.1K
% of Portfolio:0.0% ($458.1K/$2.8B)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:1.2K
Value:$457.3K
% of Portfolio:0.0% ($457.3K/$2.8B)
464287507
Shares:8.1K
Value:$448.5K
% of Portfolio:0.0% ($448.5K/$2.8B)
Autodesk, Inc.
Shares:1.7K
Value:$439.5K
% of Portfolio:0.0% ($439.5K/$2.8B)
Coca-Cola Consolidated, Inc.
Shares:312
Value:$434.5K
% of Portfolio:0.0% ($434.5K/$2.8B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:2.7K
Value:$424.1K
% of Portfolio:0.0% ($424.1K/$2.8B)
DOW INC.
Shares:14.5K
Value:$419.9K
% of Portfolio:0.0% ($419.9K/$2.8B)
KIMBERLY CLARK CORP
Shares:3.1K
Value:$414.1K
% of Portfolio:0.0% ($414.1K/$2.8B)
TransDigm Group INC
Shares:302
Value:$408.3K
% of Portfolio:0.0% ($408.3K/$2.8B)
464287408
Shares:2.1K
Value:$380.8K
% of Portfolio:0.0% ($380.8K/$2.8B)
ALNYLAM PHARMACEUTICALS, INC.
Shares:1.5K
Value:$370.9K
% of Portfolio:0.0% ($370.9K/$2.8B)
Phillips 66
Shares:3.6K
Value:$368.7K
% of Portfolio:0.0% ($368.7K/$2.8B)
233051507
Shares:5.1K
Value:$368.1K
% of Portfolio:0.0% ($368.1K/$2.8B)
UNITED PARCEL SERVICE INC
Shares:3.7K
Value:$359.7K
% of Portfolio:0.0% ($359.7K/$2.8B)
FIRST SOLAR, INC.
Shares:2.7K
Value:$349.4K
% of Portfolio:0.0% ($349.4K/$2.8B)
VERTEX PHARMACEUTICALS INC / MA
Shares:694
Value:$341.7K
% of Portfolio:0.0% ($341.7K/$2.8B)