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
BKNG
Booking Holdings Inc.

Consumer Cyclical
-38
- 7.24%
$4295.4 - $5141.88 $163K - $195K
487 $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-73
- 0.64%
$551.42 - $612.93 $40.3K - $44.7K
11.3K $6.3M
ZTS
Zoetis Inc.

Healthcare
-2.41K
- 7.44%
$156.48 - $175.67 $377K - $423K
30K $4.94M
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.65K
- 14.33%
$72.7 - $84.32 $265K - $307K
21.8K $1.63M
VUG
Vanguard Growth ETF

ETFs
-505
- 20.11%
$369.1 - $427.61 $186K - $216K
2.01K $743K
STT
State Street Corp

Financial Services
-870
- 3.62%
$84.47 - $102.23 $73.5K - $88.9K
23.1K $2.07M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-270
- 4.09%
$254.58 - $302.92 $68.7K - $81.8K
6.34K $1.62M
ENPH
Enphase Energy, Inc.

Technology
-3.6K
- 50.7%
$52.87 - $73.51 $190K - $265K
3.5K $217K
ITW
Illinois Tool Works Inc

Industrials
-235
- 0.64%
$244.9 - $274.48 $57.6K - $64.5K
36.4K $9.04M
STZ
Constellation Brands, Inc.

Consumer Defensive
-820
- 32.58%
$161.05 - $222.93 $132K - $183K
1.7K $311K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 20.0%
$663000.0 - $801950.0 $663K - $802K
4 $3.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 0.89%
$522.96 - $601.18 $23.5K - $27.1K
4.99K $2.66M
BA
Boeing CO

Industrials
-1K
- 20.78%
$148.15 - $186.25 $148K - $186K
3.81K $650K
UNH
Unitedhealth Group Inc

Healthcare
-483
- 14.23%
$461.52 - $548.18 $223K - $265K
2.91K $1.52M
FANG
Diamondback Energy, Inc.

Energy
-975
- 18.48%
$139.9 - $180.18 $136K - $176K
4.3K $687K
UPS
United Parcel Service Inc

Industrials
-900
- 19.57%
$109.66 - $136.26 $98.7K - $123K
3.7K $406K
JKHY
Henry Jack & Associates Inc

Technology
-1.74K
- 8.76%
$166.47 - $191.28 $290K - $333K
18.1K $3.31M
EMR
Emerson Electric CO

Industrials
-319
- 3.55%
$108.64 - $131.17 $34.7K - $41.8K
8.67K $950K
CPNG
Coupang, Inc.

Consumer Cyclical
-6.84K
- 57.75%
$21.34 - $25.52 $146K - $174K
5K $109K
IWN
Ishares Russell2000 Val ETF

ETFs
-270
- 3.28%
$149.27 - $169.4 $40.3K - $45.7K
7.97K $1.2M
PFE
Pfizer Inc

Healthcare
-1.12K
- 1.09%
$25.01 - $27.13 $27.9K - $30.3K
101K $2.56M
BIIB
Biogen Inc.

Healthcare
-286
- 4.41%
$133.43 - $153.27 $38.2K - $43.8K
6.19K $847K
APD
Air Products & Chemicals, Inc.

Basic Materials
-826
- 3.72%
$283.24 - $338.07 $234K - $279K
21.4K $6.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-675
- 11.08%
$102.49 - $119.96 $69.2K - $81K
5.42K $566K
CTVA
Corteva, Inc.

Basic Materials
-3.57K
- 23.14%
$55.94 - $66.15 $199K - $236K
11.8K $745K
IQV
Iqvia Holdings Inc.

Healthcare
-96
- 1.76%
$176.3 - $209.96 $16.9K - $20.2K
5.37K $946K
CMCSA
Comcast Corp

Communication Services
-2.89K
- 10.2%
$33.19 - $38.23 $95.8K - $110K
25.4K $937K
HPQ
Hp Inc

Technology
-2K
- 18.77%
$27.69 - $34.72 $55.4K - $69.4K
8.66K $239K
LMT
Lockheed Martin Corp

Industrials
-20
- 0.79%
$423.19 - $506.29 $8.46K - $10.1K
2.51K $1.12M
NEE
Nextera Energy Inc

Utilities
-845
- 1.49%
$66.96 - $76.16 $56.6K - $64.4K
55.9K $3.96M
DEO
Diageo PLC

Consumer Defensive
-709
- 58.69%
$104.79 - $126.12 $74.3K - $89.4K
499 $52K
CAT
Caterpillar Inc

Industrials
-7
- 0.25%
$326.75 - $407.63 $2.29K - $2.85K
2.85K $938K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.11%
$507.05 - $563.67 $2.03K - $2.25K
3.77K $1.94M
POOL
Pool Corp

Industrials
-150
- 7.41%
$314.92 - $364.31 $47.2K - $54.6K
1.88K $596K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-550
- 8.82%
$81.62 - $96.63 $44.9K - $53.1K
5.69K $473K
GIS
General Mills Inc

Consumer Defensive
-430
- 2.86%
$57.56 - $65.3 $24.8K - $28.1K
14.6K $874K
VONG
Vanguard Russell 1000 Growth E

ETFs
-539
- 19.04%
$92.71 - $107.38 $50K - $57.9K
2.29K $212K
SYY
Sysco Corp

Consumer Defensive
-624
- 2.72%
$70.0 - $77.13 $43.7K - $48.1K
22.4K $1.68M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-3.51K
- 75.98%
$21.34 - $23.86 $74.8K - $83.6K
1.11K $25K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-28
- 3.24%
$314.47 - $431.35 $8.81K - $12.1K
835 $306K
ILMN
Illumina, Inc.

Healthcare
-380
- 59.94%
$79.34 - $144.22 $30.1K - $54.8K
254 $20K
GM
General Motors CO

Consumer Cyclical
-339
- 4.59%
$45.22 - $54.92 $15.3K - $18.6K
7.05K $331K
BX
Blackstone Inc.

Financial Services
-151
- 12.69%
$136.53 - $186.74 $20.6K - $28.2K
1.04K $145K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.25K
- 38.63%
$42.5 - $46.71 $53.1K - $58.4K
1.99K $89K
DOV
Dover Corp

Industrials
-28
- 0.75%
$174.65 - $206.43 $4.89K - $5.78K
3.73K $654K
VONV
Vanguard Russell 1000 Value Et

ETFs
-634
- 19.84%
$80.21 - $86.14 $50.9K - $54.6K
2.56K $211K
GLW
Corning Inc

Technology
-275
- 1.41%
$44.91 - $54.25 $12.4K - $14.9K
19.3K $883K
CSX
Csx Corp

Industrials
-855
- 13.92%
$29.11 - $33.67 $24.9K - $28.8K
5.29K $155K
MCO
Moodys Corp

Financial Services
-58
- 2.75%
$437.8 - $527.48 $25.4K - $30.6K
2.05K $955K
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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