Welch & Forbes LLC Incresed Positions in Q3 2025

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
129K
+ 693.19%
$167.06 - $208.19 $21.5M - $26.8M
148K $30M
AVGO
Broadcom Inc.

Technology
6.98K
+ 3.41%
$264.74 - $369.57 $1.85M - $2.58M
212K $69.9M
LLY
Eli Lilly & CO

Healthcare
18.8K
+ 12.55%
$625.65 - $812.69 $11.7M - $15.2M
168K $128M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.27K
+ 26.86%
$5364.25 - $5815.92 $12.2M - $13.2M
10.7K $58M
XYL
Xylem Inc.

Industrials
12K
+ 3.16%
$129.67 - $147.5 $1.56M - $1.78M
393K $58M
SHOP
Shopify Inc.

Technology
4.43K
+ 3.03%
$112.11 - $157.12 $497K - $696K
151K $22.4M
NEE
Nextera Energy Inc

Utilities
5.3K
+ 0.79%
$69.77 - $77.54 $370K - $411K
673K $50.8M
VEA
Vanguard Ftse Developed Market

ETFs
7.51K
+ 0.77%
$56.02 - $60.3 $421K - $453K
982K $58.9M
WMT
Walmart Inc.

Consumer Defensive
2.88K
+ 0.55%
$94.4 - $104.27 $272K - $300K
529K $54.6M
EQIX
Equinix Inc

Real Estate
3.94K
+ 19.27%
$756.7 - $811.13 $2.98M - $3.2M
24.4K $19.1M
SPGI
S&P Global Inc.

Financial Services
3.32K
+ 296.96%
$484.94 - $564.15 $1.61M - $1.87M
4.43K $2.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.02K
+ 64.19%
$567.77 - $614.76 $1.14M - $1.24M
5.15K $3.16M
META
Meta Platforms, Inc.

Communication Services
2.13K
+ 1.72%
$695.21 - $791.73 $1.48M - $1.69M
126K $92.7M
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 0.48%
$620.67 - $670.08 $52.1K - $56.3K
17.5K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
681
+ 7.74%
$546.99 - $602.2 $373K - $410K
9.48K $5.69M
FISV
Fiserv Inc

Technology
6.56K
+ 0.76%
N/A
872K $109M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.02%
$214.92 - $244.84 $1.07K - $1.22K
27.8K $6.72M
AMZN
Amazon Com Inc

Consumer Cyclical
2.25K
+ 0.41%
$211.65 - $238.24 $477K - $537K
550K $121M
DUK
Duke Energy Corp

Utilities
1.21K
+ 1.95%
$116.31 - $125.93 $141K - $153K
63.3K $7.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
415
+ 0.38%
$66.38 - $71.68 $27.5K - $29.7K
111K $7.91M
FAST
Fastenal CO

Industrials
300
+ 0.46%
$42.47 - $50.39 $12.7K - $15.1K
66.2K $3.25M
ITW
Illinois Tool Works Inc

Industrials
140
+ 0.63%
$252.31 - $269.41 $35.3K - $37.7K
22.3K $5.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.64K
+ 17.41%
$97.75 - $100.75 $258K - $266K
17.8K $1.79M
ADI
Analog Devices Inc

Technology
222
+ 0.83%
$220.68 - $255.63 $49K - $56.7K
27K $6.64M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.81K
+ 4.06%
$109.11 - $111.88 $197K - $202K
46.3K $5.15M
VTI
Vanguard Total Stock Market Et

ETFs
438
+ 15.72%
$303.93 - $329.86 $133K - $144K
3.22K $1.06M
VO
Vanguard Mid Cap ETF

ETFs
235
+ 2.45%
$279.83 - $293.74 $65.8K - $69K
9.82K $2.88M
VEEV
Veeva Systems Inc

Healthcare
416
+ 6.77%
$269.2 - $297.91 $112K - $124K
6.56K $1.96M
COP
Conocophillips

Energy
280
+ 1.03%
$91.0 - $98.99 $25.5K - $27.7K
27.3K $2.59M
IEFA
Ishares Tr

ETFs
1.11K
+ 8.64%
$81.7 - $87.53 $90.4K - $96.9K
13.9K $1.22M
AWK
American Water Works Company, Inc.

Utilities
977
+ 1.91%
$135.05 - $147.0 $132K - $144K
52.1K $7.25M
XLK
Technology Sector Spdr

ETFs
110
+ 2.93%
$250.97 - $282.66 $27.6K - $31.1K
3.86K $1.09M
PSX
Phillips 66

Energy
76
+ 1.08%
$118.37 - $139.46 $9K - $10.6K
7.12K $968K
IWR
Ishares Russell Mid Cap ETF

ETFs
105
+ 0.46%
$92.26 - $97.51 $9.69K - $10.2K
22.8K $2.2M
MA
Mastercard Inc

Financial Services
32
+ 0.23%
$550.18 - $598.96 $17.6K - $19.2K
13.9K $7.88M
DD
Du Pont De Nemours, Inc.

Basic Materials
92
+ 0.83%
$69.9 - $78.26 $6.43K - $7.2K
11.2K $873K
BP
Bp PLC

Energy
1.24K
+ 11.66%
$30.25 - $35.69 $37.4K - $44.2K
11.9K $408K
HSY
Hershey CO

Consumer Defensive
30
+ 0.86%
$161.95 - $193.45 $4.86K - $5.8K
3.53K $660K
MCK
Mckesson Corp

Healthcare
85
+ 23.94%
$659.01 - $772.54 $56K - $65.7K
440 $339K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
75
+ 6.71%
$275.84 - $326.36 $20.7K - $24.5K
1.19K $389K
CSX
Csx Corp

Industrials
335
+ 1.46%
$32.05 - $36.52 $10.7K - $12.2K
23.4K $829K
SO
Southern CO

Utilities
484
+ 7.98%
$90.83 - $96.0 $44K - $46.5K
6.55K $620K
ENTG
Entegris Inc

Technology
225
+ 6.55%
$72.03 - $95.97 $16.2K - $21.6K
3.66K $338K
BHP
Bhp Group LTD

Basic Materials
404
+ 8.57%
$48.67 - $56.22 $19.7K - $22.7K
5.12K $285K
VIG
Vanguard Dividend Appreciation

ETFs
313
+ 17.09%
N/A
2.15K $390K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
800
+ 2.2%
$59.81 - $60.11 $47.8K - $48.1K
37.2K $2.23M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
503
+ 4.87%
$76.16 - $78.59 $38.3K - $39.5K
10.8K $846K
VUG
Vanguard Growth ETF

ETFs
27
+ 3.33%
$433.97 - $484.08 $11.7K - $13.1K
838 $401K
OEF
Ishares S&P 100 ETF

ETFs
155
+ 1.08%
N/A
14.5K $3.87M
Activity Summary
Buys All Purchases 83 New Holdings 16 Increased Positions 67 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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