Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Investment Portfolio & 13F Holdings Analysis
About
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 628 holdings worth $2.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0000932974
- Manager Name
- Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified589 identified39 unidentified
Holdings
628 positions
Manager:
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Page 1 of 28
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 1.5M | All Managers (Combined) | $304.0M | ||
244.2K | All Managers (Combined) | $238.3M | |||
Nvidia Corp(NVDAcusip67066G104) | 1.6M | All Managers (Combined) | $160.0M | ||
1.4M | All Managers (Combined) | $140.0M | |||
1.3M | All Managers (Combined) | $130.5M | |||
222.2K | All Managers (Combined) | $122.5M | |||
Home Depot, Inc.(HDcusip437076102) | 254.2K | All Managers (Combined) | $90.6M | ||
Synopsys Inc(SNPScusip871607107) | 197.0K | All Managers (Combined) | $83.2M | ||
491.9K | All Managers (Combined) | $82.7M | |||
Salesforce, Inc.(CRMcusip79466L302) | 318.3K | All Managers (Combined) | $79.7M | ||
337.5K | All Managers (Combined) | $73.5M | |||
Starbucks Corp(SBUXcusip855244109) | 859.6K | All Managers (Combined) | $71.2M | ||
407.1K | All Managers (Combined) | $67.5M | |||
261.6K | All Managers (Combined) | $61.8M | |||
133.8K | All Managers (Combined) | $57.1M | |||
96.5K | All Managers (Combined) | $56.7M | |||
Nike, Inc.(NKEcusip654106103) | 791.6K | All Managers (Combined) | $45.4M | ||
Veralto Corp(VLTOcusip92338C103) | 489.6K | All Managers (Combined) | $44.3M | ||
272.5K | All Managers (Combined) | $42.3M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 384.9K | All Managers (Combined) | $41.3M |