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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Page 7 of 28
ZEBRA TECHNOLOGIES CORP
Shares:5.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
Mondelez International, Inc.
Shares:19.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
AMERICAN TOWER CORP /MA/
Shares:6.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
MCCORMICK & CO INC
Shares:16.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
ServiceNow, Inc.
Shares:1.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
UNITEDHEALTH GROUP INC
Shares:2.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
American Water Works Company, Inc.
Shares:8.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
LOCKHEED MARTIN CORP
Shares:2.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
92203C303
Shares:23.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
464287630
Shares:8.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
Snowflake Inc.
Shares:7.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
Shell plc
Shares:16.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
BECTON DICKINSON & CO
Shares:5.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
GENERAC HOLDINGS INC.
Shares:9.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.8B)
BERKSHIRE HATHAWAY INC
Shares:1.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.8B)
TIMKEN CO
Shares:16.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.8B)
ENBRIDGE INC
Shares:21.9K
Value:$999.5K
% of Portfolio:0.0% ($999.5K/$2.8B)
MCKESSON CORP
Shares:1.4K
Value:$940.8K
% of Portfolio:0.0% ($940.8K/$2.8B)
464288877
Shares:15.3K
Value:$911.6K
% of Portfolio:0.0% ($911.6K/$2.8B)
TJX COMPANIES INC /DE/
Shares:7.2K
Value:$898.0K
% of Portfolio:0.0% ($898.0K/$2.8B)