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 5 of 28
W.W. GRAINGER, INC.
GWW|384802104
Shares:
2645(-61.0%)
Value:
$2.6B(-65.8%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
4986(-0.9%)
Value:
$2.5B(-14.7%)
S&P Global Inc.
SPGI|78409V104
Shares:
5323(-1.3%)
Value:
$2.5B(-10.8%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
5465(+0.0%)
Value:
$2.5B(-11.6%)
464287614
IWF|464287614
Shares:
7068(-10.1%)
Value:
$2.5B(-22.1%)
FISERV INC
FI|337738108
Shares:
11143(-2.5%)
Value:
$2.4B(-0.6%)
MORGAN STANLEY
MS|617446448
Shares:
21479(-12.3%)
Value:
$2.4B(-27.9%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
7140(-50.7%)
Value:
$2.4B(-55.1%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
7612(+0.0%)
Value:
$2.3B(+20.0%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
487(-7.2%)
Value:
$2.3B(-6.1%)
Chubb Ltd
CB|H1467J104
Shares:
8090(+1.3%)
Value:
$2.3B(+4.2%)
INTUIT INC.
INTU|461202103
Shares:
3795(+0.5%)
Value:
$2.3B(-1.2%)
PFIZER INC
PFE|717081103
Shares:
100973(-1.1%)
Value:
$2.3B(-17.6%)
CUMMINS INC
CMI|231021106
Shares:
7476(+0.0%)
Value:
$2.1B(-18.7%)
Tesla, Inc.
TSLA|88160R101
Shares:
8139(-45.1%)
Value:
$2.0B(-65.3%)
464287200
IVV|464287200
Shares:
3745(+36.3%)
Value:
$2.0B(+21.7%)
STATE STREET CORP
STT|857477103
Shares:
23143(-3.6%)
Value:
$2.0B(-17.8%)
922908363
VOO|922908363
Shares:
3767(-0.1%)
Value:
$1.9B(-10.8%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
19229(-55.8%)
Value:
$1.8B(-58.3%)
UNITED RENTALS, INC.
URI|911363109
Shares:
2940(-58.0%)
Value:
$1.7B(-67.9%)