Loring Wolcott & Coolidge Fiduciary Advisors LLP Reduced Holdings in Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
-22
- 30.56%
$3193.96 - $3828.11 $70.3K - $84.2K
50 $190K
VTV
Vanguard Value ETF

ETFs
-295
- 7.9%
$167.73 - $179.21 $49.5K - $52.9K
3.44K $593K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 0.49%
$57.21 - $65.8 $2.29K - $2.63K
8.06K $470K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-200
- 10.13%
$117.4 - $131.02 $23.5K - $26.2K
1.78K $212K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-180
- 17.7%
$120.24 - $134.3 $21.6K - $24.2K
837 $102K
IVE
Ishares S&P 500 Value ETF

ETFs
-150
- 6.6%
$185.78 - $198.58 $27.9K - $29.8K
2.12K $404K
HSY
Hershey CO

Consumer Defensive
-342
- 1.92%
$144.74 - $186.36 $49.5K - $63.7K
17.5K $3M
CEG
Constellation Energy Corp

Utilities
-22
- 2.3%
$201.63 - $347.44 $4.44K - $7.64K
936 $188K
FTV
Fortive Corp

Technology
-57
- 0.48%
$71.82 - $82.98 $4.09K - $4.73K
11.8K $866K
LHX
L3 Harris Technologies, Inc.

Industrials
-100
- 8.06%
$194.65 - $222.86 $19.5K - $22.3K
1.14K $238K
EL
Estee Lauder Companies Inc

Consumer Defensive
-65
- 3.96%
$64.26 - $85.48 $4.18K - $5.56K
1.58K $103K
RWO
Spdr Dow Jones Global Real Est

ETFs
-450
- 60.0%
$41.41 - $45.24 $18.6K - $20.4K
300 $13K
MTN
Vail Resorts Inc

Consumer Cyclical
-70
- 26.42%
$153.58 - $184.72 $10.8K - $12.9K
195 $31K
IWV
Ishares Russell 3000 ETF

ETFs
-15
- 2.07%
$313.1 - $349.83 $4.7K - $5.25K
710 $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-75
- 10.26%
$120.29 - $134.6 $9.02K - $10.1K
656 $80K
NTES
Net Ease, Inc.

Communication Services
-265
- 27.46%
$87.72 - $109.14 $23.2K - $28.9K
700 $72K
OMC
Omnicom Group Inc.

Communication Services
-95
- 9.0%
$79.43 - $88.34 $7.55K - $8.39K
960 $79K
CPRT
Copart Inc

Consumer Cyclical
-95
- 45.67%
$52.3 - $59.83 $4.97K - $5.68K
113 $6K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 28.0%
$472.29 - $575.13 $3.31K - $4.03K
18 $8K
EBC
Eastern Bankshares, Inc.

Financial Services
-145
- 5.1%
$15.29 - $19.15 $2.22K - $2.78K
2.7K $44K
EEM
Ishares Msci Emerging Markets

ETFs
-113
- 10.76%
$40.81 - $45.34 $4.61K - $5.12K
937 $40K
BCPC
Balchem Corp

Basic Materials
-45
- 3.26%
$154.22 - $176.16 $6.94K - $7.93K
1.34K $221K
OXY
Occidental Petroleum Corp

Energy
-40
- 0.75%
$45.45 - $52.7 $1.82K - $2.11K
5.3K $261K
SJM
J M Smucker CO

Consumer Defensive
-50
- 10.14%
$100.41 - $118.41 $5.02K - $5.92K
443 $52K
Sirius Xm
-1.37K
- 30.3%
N/A
3.15K $0
SLB
Schlumberger Limited

Energy
-60
- 9.09%
$38.4 - $43.74 $2.3K - $2.62K
600 $25K
Te
-20
- 1.17%
N/A
1.69K $0
Veralto Corporation
-36.5K
- 6.93%
N/A
490K $0
BFB
Brown Forman Corp Cl B
-1
- 0.01%
N/A
14.7K $0
Ge Healthcare Technologies Inc
-902
- 36.67%
N/A
1.56K $0
Liberty Media Corporation
-97
- 19.06%
N/A
412 $0
Grail Inc
-30
- 42.25%
N/A
41 $0
Liberty Media Corporation
-83
- 20.0%
N/A
332 $0
Linde PLC
-198
- 5.84%
N/A
3.19K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-150
- 11.78%
N/A
1.12K $0
Arista Networks Inc
-112
- 0.1%
N/A
114K $0
ES
Eversource Energy

Utilities
-30
- 4.14%
$55.63 - $63.8 $1.67K - $1.91K
695 $43K
WFC
Wells Fargo & Company

Financial Services
-42
- 0.95%
$66.78 - $81.42 $2.8K - $3.42K
4.38K $314K
ALL
Allstate Corp

Financial Services
-19
- 2.38%
$180.99 - $210.18 $3.44K - $3.99K
781 $161K
AJG
Arthur J. Gallagher & Co.

Financial Services
-30
- 9.52%
$275.89 - $345.24 $8.28K - $10.4K
285 $98K
GILD
Gilead Sciences, Inc.

Healthcare
-1.42K
- 16.65%
$89.14 - $117.41 $126K - $166K
7.09K $794K
INTC
Intel Corp

Technology
-8.34K
- 11.16%
$19.1 - $27.39 $159K - $228K
66.4K $1.51M
NEM
Newmont Corp

Basic Materials
-70
- 4.75%
$37.79 - $48.39 $2.65K - $3.39K
1.41K $67K
SPGI
S&P Global Inc.

Financial Services
-69
- 1.28%
$478.26 - $543.77 $33K - $37.5K
5.32K $2.7M
TW
Tradeweb Markets Inc.

Financial Services
-100
- 4.74%
$123.42 - $148.46 $12.3K - $14.8K
2.01K $298K
NSC
Norfolk Southern Corp

Industrials
-35
- 0.23%
$227.69 - $259.76 $7.97K - $9.09K
15.2K $3.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-63
- 1.99%
$124.46 - $147.4 $7.84K - $9.29K
3.1K $441K
JPM
Jpmorgan Chase & CO

Financial Services
-1.67K
- 2.12%
$225.19 - $279.95 $376K - $468K
77K $18.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-45
- 0.75%
$74.85 - $84.89 $3.37K - $3.82K
5.97K $487K
Activity Summary
Buys All Purchases 86 New Holdings 27 Increased Positions 59 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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