Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

628 positions • $2,779,144.001K total value

628 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 9 of 28

Sort by:

Corteva, Inc.

CTVA|22052L104

11844(-23.1%)

Value:

$723.3M(-27.2%)

922908736

VUG|922908736

2006(-20.1%)

Value:

$723.1M(-30.3%)

NOVARTIS AG

NVS|66987V109

6551(-4.9%)

Value:

$721.5M(+1.2%)

BRISTOL MYERS SQUIBB CO

BMY|110122108

14158(+0.0%)

Value:

$687.1M(-19.9%)

Penumbra Inc

PEN|70975L107

2430(+0.0%)

Value:

$677.4M(+2.2%)

464287655

IWM|464287655

3552(+0.0%)

Value:

$675.8M(-16.0%)

WEX Inc.

WEX|96208T104

5212(+0.0%)

Value:

$659.3M(-31.3%)

BOEING CO

BA|097023105

3813(-20.8%)

Value:

$657.2M(-22.0%)

Palo Alto Networks Inc

PANW|697435105

3893(+0.0%)

Value:

$655.3M(-11.1%)

921910733

ESGV|921910733

6950(+0.0%)

Value:

$652.2M(-12.5%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

12650(+0.0%)

Value:

$641.7M(-12.4%)

TYLER TECHNOLOGIES INC

TYL|902252105

1120(+0.0%)

Value:

$637.6M(-6.3%)

DOVER Corp

DOV|260003108

3725(-0.7%)

Value:

$619.7M(-15.7%)

ADOBE INC.

ADBE|00724F101

1756(+2.0%)

Value:

$618.0M(-18.1%)

ALTRIA GROUP, INC.

MO|02209S103

10458(+0.0%)

Value:

$612.4M(+9.6%)

DONALDSON Co INC

DCI|257651109

9533(+0.0%)

Value:

$608.6M(-10.7%)

T-Mobile US, Inc.

TMUS|872590104

2327(+0.4%)

Value:

$603.5M(+17.6%)

BlackRock, Inc.

BLK|09290D101

674(+0.0%)

Value:

$601.6M(-13.3%)

W. P. Carey Inc.

WPC|92936U109

9756(-2.4%)

Value:

$595.8M(+4.6%)

CVS HEALTH Corp

CVS|126650100

8973(-7.7%)

Value:

$588.4M(+7.7%)

Instrument	Shares		Other Manager	Value
Corteva, Inc.(CTVAcusip22052L104)	11.8K	QoQ -23.13% (-3.6K) YoY -50.85% (-12.3K)	All Managers (Combined)	$723.3K	QoQ -27.18% (-$270.1K) YoY -45.62% (-$607.0K)
(VUGcusip922908736)	2.0K	QoQ -20.11% (-505) YoY -20.80% (-527)	All Managers (Combined)	$723.1K	QoQ -30.26% (-$313.8K) YoY -12.33% (-$101.7K)
Novartis Ag(NVScusip66987V109)	6.6K	QoQ -4.93% (-340) YoY -7.68% (-545)	All Managers (Combined)	$721.5K	QoQ +1.24% (-$8.9K) YoY +6.88% (-$46.5K)
Bristol Myers Squibb Co(BMYcusip110122108)	14.2K	QoQ 0.00% (-0) YoY -36.68% (-8.2K)	All Managers (Combined)	$687.1K	QoQ -19.91% (-$170.9K) YoY -37.47% (-$411.8K)
Penumbra Inc(PENcusip70975L107)	2.4K	QoQ 0.00% (+0) YoY NEW(+2.4K)	All Managers (Combined)	$677.4K	QoQ +2.21% (+$14.7K) YoY NEW(+$677.4K)
(IWMcusip464287655)	3.6K	QoQ 0.00% (-0) YoY -8.73% (-340)	All Managers (Combined)	$675.8K	QoQ -16.00% (-$128.8K) YoY -11.09% (-$84.3K)
Wex Inc.(WEXcusip96208T104)	5.2K	QoQ 0.00% (-0) YoY -10.70% (-625)	All Managers (Combined)	$659.3K	QoQ -31.28% (-$300.2K) YoY -51.02% (-$686.9K)
Boeing Co(BAcusip097023105)	3.8K	QoQ -20.77% (-1.0K) YoY -24.98% (-1.3K)	All Managers (Combined)	$657.2K	QoQ -22.03% (-$185.8K) YoY -24.15% (-$209.3K)
Palo Alto Networks Inc(PANWcusip697435105)	3.9K	QoQ 0.00% (-0) YoY +89.44% (+1.8K)	All Managers (Combined)	$655.3K	QoQ -11.08% (-$81.7K) YoY +13.20% (+$76.4K)
(ESGVcusip921910733)	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$652.2K	QoQ -12.49% (-$93.1K) YoY +6.56% (+$40.2K)
Tractor Supply Co /De/(TSCOcusip892356106)	12.7K	QoQ 0.00% (-0) YoY +400.00% (+10.1K)	All Managers (Combined)	$641.7K	QoQ -12.42% (-$91.1K) YoY +0.10% (+$686)
Tyler Technologies Inc(TYLcusip902252105)	1.1K	QoQ 0.00% (-0) YoY -1.32% (-15)	All Managers (Combined)	$637.6K	QoQ -6.27% (-$42.7K) YoY +36.54% (-$170.6K)
Dover Corp(DOVcusip260003108)	3.7K	QoQ -0.74% (-28) YoY 0.00% (-0)	All Managers (Combined)	$619.7K	QoQ -15.73% (-$115.7K) YoY -2.30% (-$14.6K)
Adobe Inc.(ADBEcusip00724F101)	1.8K	QoQ +2.03% (-35) YoY +2.03% (-35)	All Managers (Combined)	$618.0K	QoQ -18.12% (-$136.8K) YoY -23.08% (-$185.5K)
Altria Group, Inc.(MOcusip02209S103)	10.5K	QoQ 0.00% (+0) YoY -2.33% (-250)	All Managers (Combined)	$612.4K	QoQ +9.56% (+$53.4K) YoY +34.34% (-$156.6K)
Donaldson Co Inc(DCIcusip257651109)	9.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$608.6K	QoQ -10.66% (-$72.6K) YoY -11.39% (-$78.3K)
T-Mobile Us, Inc.(TMUScusip872590104)	2.3K	QoQ +0.43% (+10) YoY -4.78% (-117)	All Managers (Combined)	$603.5K	QoQ +17.63% (+$90.5K) YoY +52.09% (-$206.7K)
Blackrock, Inc.(BLKcusip09290D101)	674	QoQ 0.00% (-0) YoY NEW(+674)	All Managers (Combined)	$601.6K	QoQ -13.34% (-$92.6K) YoY NEW(+$601.6K)
W. P. Carey Inc.(WPCcusip92936U109)	9.8K	QoQ -2.44% (-244) YoY -2.44% (-244)	All Managers (Combined)	$595.8K	QoQ +4.58% (-$26.1K) YoY +5.97% (-$33.6K)
Cvs Health Corp(CVScusip126650100)	9.0K	QoQ -7.71% (-750) YoY -29.95% (-3.8K)	All Managers (Combined)	$588.4K	QoQ +7.67% (-$41.9K) YoY -34.04% (-$303.7K)