Welch & Forbes LLC Incresed Positions in Q4 2024

Welch & Forbes LLC

  • $7.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
813
+ 0.07%
$163.08 - $198.16 $133K - $161K
1.2M $229M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
31.5K
+ 22.48%
$563.99 - $620.12 $17.8M - $19.6M
172K $97.9M
AMZN
Amazon Com Inc

Consumer Cyclical
769
+ 0.15%
$180.88 - $232.93 $139K - $179K
521K $114M
AVGO
Broadcom Inc.

Technology
27.9K
+ 24.6%
$159.67 - $250.0 $4.46M - $6.98M
141K $32.8M
NOW
Service Now, Inc.

Technology
4.97K
+ 28.75%
$867.18 - $1148.42 $4.31M - $5.71M
22.3K $23.6M
WMT
Walmart Inc.

Consumer Defensive
3.07K
+ 0.6%
$79.1 - $95.7 $243K - $294K
513K $46.3M
CSCO
Cisco Systems, Inc.

Technology
6.35K
+ 1.0%
$52.45 - $60.02 $333K - $381K
639K $37.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.33K
+ 12.97%
$567.81 - $607.81 $3.03M - $3.24M
46.5K $27.2M
SHOP
Shopify Inc.

Technology
761
+ 0.61%
$78.14 - $119.49 $59.5K - $90.9K
125K $13.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.42K
+ 154.65%
$521.84 - $558.82 $2.31M - $2.47M
7.28K $3.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.6K
+ 57.59%
$113.92 - $127.38 $2.23M - $2.49M
53.5K $6.17M
META
Meta Platforms, Inc.

Communication Services
42
+ 0.04%
$554.08 - $632.68 $23.3K - $26.6K
113K $66.6M
EQIX
Equinix Inc

Real Estate
256
+ 1.44%
$865.69 - $985.0 $222K - $252K
18K $17M
FTSL
First Trust Senior Ln Fund

ETFs
10.6K
+ 1.7%
$45.9 - $46.48 $485K - $491K
633K $29.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.01K
+ 31.26%
$106.33 - $110.69 $745K - $776K
29.4K $3.14M
CRM
Salesforce, Inc.

Technology
316
+ 3.48%
$270.87 - $367.87 $85.6K - $116K
9.4K $3.14M
WFC
Wells Fargo & Company

Financial Services
199
+ 0.43%
$54.98 - $77.35 $10.9K - $15.4K
46.4K $3.26M
PEG
Public Service Enterprise Group Inc

Utilities
7.06K
+ 171.64%
$81.87 - $94.51 $578K - $667K
11.2K $943K
IVV
Ishares Core S&P 500 ETF

ETFs
491
+ 2.72%
$570.51 - $610.59 $280K - $300K
18.5K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
366
+ 4.08%
$481.22 - $538.17 $176K - $197K
9.34K $4.77M
BX
Blackstone Inc.

Financial Services
780
+ 6.39%
$148.45 - $199.05 $116K - $155K
13K $2.24M
ETN
Eaton Corp PLC

Industrials
803
+ 29.05%
$326.96 - $377.52 $263K - $303K
3.57K $1.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
333
+ 7.9%
$370.24 - $418.94 $123K - $140K
4.55K $1.83M
PANW
Palo Alto Networks Inc

Technology
9.37K
+ 100.13%
$181.96 - $405.9 $1.71M - $3.8M
18.7K $3.41M
DE
Deere & CO

Industrials
400
+ 7.35%
$389.45 - $466.0 $156K - $186K
5.85K $2.48M
VRSK
Verisk Analytics, Inc.

Industrials
188
+ 1.0%
$262.86 - $294.75 $49.4K - $55.4K
18.9K $5.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.42K
+ 18.48%
$94.43 - $105.47 $134K - $150K
9.11K $924K
GS
Goldman Sachs Group Inc

Financial Services
130
+ 10.09%
$486.1 - $608.57 $63.2K - $79.1K
1.42K $811K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.19K
+ 22.69%
$96.64 - $101.23 $212K - $222K
11.9K $1.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
505
+ 6.08%
$178.39 - $215.0 $90.1K - $109K
8.81K $1.7M
GLD
Spdr Gold Trust

ETFs
579
+ 23.6%
$236.59 - $257.5 $137K - $149K
3.03K $734K
PM
Philip Morris International Inc.

Consumer Defensive
1.17K
+ 5.68%
$118.38 - $133.06 $139K - $156K
21.9K $2.63M
KKR
Kkr & Co. Inc.

Financial Services
39
+ 0.62%
$129.87 - $162.87 $5.06K - $6.35K
6.29K $930K
T
At&T Inc.

Communication Services
214
+ 0.16%
$21.22 - $23.88 $4.54K - $5.11K
136K $3.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.83K
+ 22.09%
$74.5 - $78.37 $136K - $143K
10.1K $754K
IWD
Ishares Russell 1000 Val ETF

ETFs
610
+ 12.58%
$183.23 - $199.79 $112K - $122K
5.46K $1.01M
MO
Altria Group, Inc.

Consumer Defensive
1.22K
+ 5.73%
$49.06 - $57.74 $59.7K - $70.3K
22.5K $1.17M
BR
Broadridge Financial Solutions, Inc.

Technology
30
+ 0.44%
$209.64 - $236.44 $6.29K - $7.09K
6.91K $1.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
14
+ 1.15%
$275.15 - $388.2 $3.85K - $5.43K
1.24K $422K
BA
Boeing CO

Industrials
200
+ 12.0%
$138.14 - $180.72 $27.6K - $36.1K
1.87K $330K
NFLX
Netflix Inc

Communication Services
18
+ 5.81%
$687.65 - $936.56 $12.4K - $16.9K
328 $292K
TXN
Texas Instruments Inc

Technology
273
+ 0.97%
N/A
28.4K $5.52M
SCHW
Schwab Charles Corp

Financial Services
98
+ 2.2%
$63.31 - $82.85 $6.2K - $8.12K
4.56K $337K
IVE
Ishares S&P 500 Value ETF

ETFs
337
+ 12.96%
$189.5 - $206.17 $63.9K - $69.5K
2.94K $560K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.09%
$233.76 - $261.58 $2.57K - $2.88K
12.9K $3.1M
WAT
Waters Corp

Healthcare
1
+ 0.03%
$323.11 - $392.01 $323 - $392
3.74K $1.39M
EME
Emcor Group, Inc.

Industrials
59
+ 10.41%
$427.96 - $526.95 $25.2K - $31.1K
626 $284K
INTU
Intuit Inc

Technology
6
+ 0.14%
$602.01 - $706.25 $3.61K - $4.24K
4.41K $2.77M
WM
Waste Management Inc

Industrials
361
+ 5.9%
$201.79 - $228.46 $72.8K - $82.5K
6.48K $1.31M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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