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
WDAY
Workday, Inc.

Technology
10
+ 0.4%
$233.85 - $279.91 $2.34K - $2.8K
2.5K $645K
HWM
Howmet Aerospace Inc.

Industrials
14
+ 0.51%
$99.72 - $120.09 $1.4K - $1.68K
2.73K $299K
OEF
Ishares S&P 100 ETF

ETFs
101
+ 0.71%
N/A
14.4K $3.83M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
256
+ 6.07%
$66.77 - $71.52 $17.1K - $18.3K
4.48K $308K
COP
Conocophillips

Energy
1.8K
+ 7.05%
$95.12 - $114.72 $171K - $206K
27.3K $2.7M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.15%
$225.97 - $266.66 $904 - $1.07K
2.63K $632K
FAST
Fastenal CO

Industrials
18
+ 0.05%
$69.99 - $84.35 $1.26K - $1.52K
32.9K $2.36M
GWW
W.W. Grainger, Inc.

Industrials
10
+ 2.12%
$1023.06 - $1220.93 $10.2K - $12.2K
481 $506K
AON
Aon PLC

Financial Services
2
+ 0.25%
$344.14 - $393.31 $688 - $787
815 $292K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
176
+ 2.47%
$44.33 - $49.55 $7.8K - $8.72K
7.3K $327K
Labcorp Holdings Inc
110
+ 7.24%
N/A
1.63K $0
Ge Vernova Inc
164
+ 1.44%
N/A
11.6K $0
Linde PLC
2.56K
+ 2.63%
N/A
100K $0
Gsk PLC
16
+ 0.0%
N/A
520K $0
MET
Metlife Inc

Financial Services
13
+ 0.24%
$78.15 - $88.25 $1.02K - $1.15K
5.37K $439K
SPGI
S&P Global Inc.

Financial Services
32
+ 2.86%
$480.36 - $529.17 $15.4K - $16.9K
1.15K $572K
TYL
Tyler Technologies Inc

Technology
3
+ 0.3%
$576.64 - $635.69 $1.73K - $1.91K
1K $577K
TT
Trane Technologies PLC

Industrials
6
+ 1.0%
$369.35 - $419.14 $2.22K - $2.51K
606 $223K
MDB
Mongo Db, Inc.

Technology
3.31K
+ 15.75%
$232.81 - $350.13 $770K - $1.16M
24.3K $5.66M
CNQ
Canadian Natural Resources LTD

Energy
20
+ 0.28%
$29.51 - $37.6 $590 - $752
7.29K $225K
SOXX
Ishares Semiconductor ETF

ETFs
16
+ 1.14%
$211.27 - $239.8 $3.38K - $3.84K
1.41K $304K
ICE
Intercontinental Exchange, Inc.

Financial Services
55
+ 2.1%
$148.29 - $166.93 $8.16K - $9.18K
2.68K $399K
A
Agilent Technologies, Inc.

Healthcare
7
+ 0.39%
$125.69 - $146.56 $880 - $1.03K
1.8K $241K
MCO
Moodys Corp

Financial Services
53
+ 0.11%
$454.04 - $500.88 $24.1K - $26.5K
48.3K $22.8M
PPG
Ppg Industries Inc

Basic Materials
150
+ 3.71%
$119.09 - $131.37 $17.9K - $19.7K
4.19K $500K
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 0.31%
$107.06 - $123.74 $1.61K - $1.86K
4.81K $526K
SO
Southern CO

Utilities
161
+ 2.43%
$81.5 - $94.15 $13.1K - $15.2K
6.78K $557K
CCI
Crown Castle International Corp

Real Estate
225
+ 9.95%
$89.78 - $119.11 $20.2K - $26.8K
2.49K $225K
KLAC
Kla Corp

Technology
7
+ 1.97%
$614.46 - $829.55 $4.3K - $5.81K
362 $228K
UBER
Uber Technologies, Inc

Technology
148
+ 3.91%
$59.93 - $86.34 $8.87K - $12.8K
3.94K $237K
PLD
Prologis, Inc.

Real Estate
325
+ 7.68%
$101.4 - $126.96 $33K - $41.3K
4.56K $481K
TGT
Target Corp

Consumer Defensive
685
+ 9.14%
$121.59 - $160.69 $83.3K - $110K
8.18K $1.11M
ACN
Accenture PLC

Technology
370
+ 0.31%
$343.9 - $376.86 $127K - $139K
121K $42.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.3K
+ 200.0%
$26.93 - $84.95 $1.68M - $5.3M
93.5K $2.55M
IT
Gartner Inc

Technology
3
+ 0.08%
$481.22 - $551.8 $1.44K - $1.66K
3.72K $1.8M
NEM
Newmont Corp

Basic Materials
362
+ 5.49%
$37.0 - $58.68 $13.4K - $21.2K
6.95K $258K
GOLD
Barrick Gold Corp

Basic Materials
1.8K
+ 6.34%
$15.23 - $21.19 $27.4K - $38.1K
30.2K $468K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
194
+ 1.89%
$114.08 - $125.68 $22.1K - $24.4K
10.5K $1.2M
PSX
Phillips 66

Energy
75
+ 1.12%
$110.35 - $138.93 $8.28K - $10.4K
6.79K $773K
DD
Du Pont De Nemours, Inc.

Basic Materials
24
+ 0.2%
$75.95 - $88.05 $1.82K - $2.11K
11.8K $901K
AMAT
Applied Materials Inc

Technology
442
+ 6.49%
$161.44 - $213.89 $71.4K - $94.5K
7.26K $1.18M
LANC
Lancaster Colony Corp

Consumer Defensive
353
+ 0.46%
$172.18 - $200.28 $60.8K - $70.7K
77.4K $13.4M
MPC
Marathon Petroleum Corp

Energy
430
+ 3.63%
$131.65 - $174.84 $56.6K - $75.2K
12.3K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
98
+ 0.31%
$75.1 - $82.99 $7.36K - $8.13K
31.2K $2.36M
UNH
Unitedhealth Group Inc

Healthcare
284
+ 5.64%
$485.52 - $625.25 $138K - $178K
5.32K $2.69M
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 0.02%
$285.5 - $335.62 $1.71K - $2.01K
36.5K $10.6M
MMM
3 M CO

Industrials
100
+ 0.2%
$124.74 - $137.12 $12.5K - $13.7K
50.5K $6.52M
LECO
Lincoln Electric Holdings Inc

Industrials
1.47K
+ 0.73%
$187.47 - $219.94 $275K - $323K
204K $38.2M
CI
Cigna Corp

Healthcare
15
+ 0.16%
$265.59 - $358.58 $3.98K - $5.38K
9.52K $2.63M
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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