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 3 of 28
COCA COLA CO
KO|191216100
Shares:
114199(-0.5%)
Value:
$8.4B(+14.2%)
ELI LILLY & Co
LLY|532457108
Shares:
10070(+2.2%)
Value:
$8.4B(+4.9%)
Arista Networks, Inc.
ANET|040413205
Shares:
113883(-0.1%)
Value:
$8.1B(-29.5%)
Walmart Inc.
WMT|931142103
Shares:
82321(-8.7%)
Value:
$7.8B(-10.9%)
NOVO NORDISK A S
NVO|670100205
Shares:
121030(+6.5%)
Value:
$7.4B(-25.4%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
175832(-0.4%)
Value:
$6.8B(-18.0%)
CINTAS CORP
CTAS|172908105
Shares:
30989(+0.0%)
Value:
$6.4B(+2.5%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
66008(-46.3%)
Value:
$6.2B(-44.7%)
HA Sustainable Infrastructure Capital, Inc.
HASI|41068X100
Shares:
252462(+1.9%)
Value:
$6.1B(-11.0%)
ROCKWELL AUTOMATION, INC
ROK|773903109
Shares:
25631(+0.0%)
Value:
$6.1B(-15.6%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
11269(-0.6%)
Value:
$6.0B(-11.2%)
922908769
VTI|922908769
Shares:
21601(-8.9%)
Value:
$5.7B(-19.3%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
21373(-3.7%)
Value:
$5.7B(-22.0%)
GoDaddy Inc.
GDDY|380237107
Shares:
30556(-57.1%)
Value:
$5.4B(-62.7%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
20167(-55.3%)
Value:
$5.3B(-52.0%)
DEERE & CO
DE|244199105
Shares:
11463(-0.2%)
Value:
$5.2B(-5.9%)
CONOCOPHILLIPS
COP|20825C104
Shares:
56660(-2.7%)
Value:
$5.1B(-14.8%)
Zoetis Inc.
ZTS|98978V103
Shares:
29982(-7.4%)
Value:
$4.5B(-19.3%)
SELECT MEDICAL HOLDINGS CORP
SEM|81619Q105
Shares:
276031(+180.6%)
Value:
$4.5B(+124.6%)
PAYCHEX INC
PAYX|704326107
Shares:
30172(-1.2%)
Value:
$4.3B(-4.4%)