Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0000932974
Manager Name
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified
589 identified39 unidentified

Holdings

628 positions
Manager:
SEC
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Page 13 of 28
922908629
VO|922908629
Shares:
990(+0.0%)
Value:
$246.9M(-9.3%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
1140(-8.1%)
Value:
$246.6M(-10.5%)
JACOBS SOLUTIONS INC.
J|46982L108
Shares:
2050(+0.0%)
Value:
$244.4M(-13.3%)
Elevance Health, Inc.
ELV|036752103
Shares:
566(+0.0%)
Value:
$241.6M(+3.8%)
SOUTHERN CO
SO|842587107
Shares:
2646(+0.0%)
Value:
$241.1M(+5.3%)
LAMAR ADVERTISING CO/NEW
LAMR|512816109
Shares:
2175(+0.0%)
Value:
$240.9M(-13.6%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
2065(+0.0%)
Value:
$221.0M(+4.3%)
464287689
IWV|464287689
Shares:
710(-2.1%)
Value:
$216.2M(-13.1%)
ONEOK INC /NEW/
OKE|682680103
Shares:
2525(+0.0%)
Value:
$213.8M(-15.7%)
HP INC
HPQ|40434L105
Shares:
8657(-18.8%)
Value:
$213.2M(-40.0%)
BALCHEM CORP
BCPC|057665200
Shares:
1335(-3.3%)
Value:
$211.3M(-4.8%)
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
6000(+0.0%)
Value:
$211.1M(+10.6%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
5300(-0.7%)
Value:
$211.1M(-20.2%)
CAMECO CORP
CCJ|13321L108
Shares:
5000(+0.0%)
Value:
$209.8M(-11.7%)
Match Group, Inc.
MTCH|57667L107
Shares:
7000(+0.0%)
Value:
$207.5M(-15.3%)
Magnolia Oil & Gas Corp
MGY|559663109
Shares:
10000(+0.0%)
Value:
$207.0M(-17.1%)
92206C680
VONG|92206C680
Shares:
2292(-19.0%)
Value:
$206.1M(-29.9%)
AMETEK INC/
AME|031100100
Shares:
1249(+0.0%)
Value:
$202.6M(-12.3%)
46435U515
46435U515
Shares:
8000(+0.0%)
Value:
$201.0M(+0.2%)
92206C714
92206C714
Shares:
2561(-19.8%)
Value:
$200.6M(-26.5%)