Welch & Forbes LLC Portfolio Holdings
Welch & Forbes LLC
- $7.64 Billion
- Q4 2024
Welch & Forbes LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.64 Billion distributed in 379 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $536M, Apple Inc. with a value of $440M, Microsoft Corp with a value of $382M, O Reilly Automotive Inc with a value of $238M, and Visa Inc. with a value of $235M.
Examining the 13F form we can see an decrease of $92.5M in the current position value, from $7.73B to 7.64B.
Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.64 Billion
Technology: $1.92 Billion
Healthcare: $1.19 Billion
Financial Services: $939 Million
Consumer Cyclical: $887 Million
Industrials: $868 Million
Consumer Defensive: $547 Million
Communication Services: $484 Million
ETFs: $392 Million
Other: $406 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 379
- Current Value $7.64 Billion
- Prior Value $7.73 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks