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CIK: 0000932974
Total reported value
$10.3B
$10.3B
571 檔
31.3%
During the Q3 2024 filing period, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma (CIK: 0000932974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.3B across 571 reported positions.
During Q3 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma performed routine portfolio adjustments (2 new buys, 21 additions, 27 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 571 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.30% | -0.16% | +1.73% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.78% | -0.01% | +0.11% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 5.20% | -0.30% | -1.41% | |
| 4 | INTU | Intuit Inc | Stock-Tech | 5.05% | -0.94% | -0.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.47% | +0.60% | +2.79% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.81% | -0.37% | -1.29% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.72% | -0.05% | +0.23% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | -0.16% | +5.44% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.33% | +0.11% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 2.88% | -0.39% | -0.92% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.61% | -0.25% | -0.57% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 2.59% | +0.28% | -0.39% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.52% | -0.28% | +1.22% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.44% | -0.41% | -1.72% | |
| 15 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.07% | +0.62% | -0.80% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.27% | -0.59% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.80% | -0.24% | -0.76% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.68% | +0.16% | -0.82% | |
| 19 | EOG | Eog Resources Inc | Stock-Energy | 1.63% | -0.14% | -0.86% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.26% | +3.01% | |
| 21 | WEX | Wex Inc | Stock-Tech | 1.47% | -0.10% | -0.47% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | +0.20% | -1.55% | |
| 23 | PAYC | Paycom Software Inc | Stock-Tech | 1.45% | +0.01% | -8.11% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.45% | +0.05% | -0.44% | |
| 25 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.41% | -0.05% | -2.07% | |
| 26 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.20% | -0.06% | -1.23% | |
| 27 | ROP | Roper Technologies Inc | Stock-Tech | 1.15% | -0.15% | -1.44% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.17% | -0.99% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 1.06% | -0.07% | -0.96% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.92% | +0.26% | +31.52% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.01% | +2.00% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.91% | -0.14% | +5.60% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.05% | +18.13% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.11% | -0.46% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.13% | -27.98% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.78% | -0.04% | -0.80% | |
| 37 | SNPS | Synopsys Inc | Stock-Tech | 0.67% | +0.25% | +127.96% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.01% | -1.54% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.61% | -0.04% | -1.79% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | +0.07% | -1.17% | |
| 41 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.57% | -0.05% | +0.27% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.54% | -0.09% | -3.14% | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.52% | -0.09% | -1.86% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | +0.07% | -0.77% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.48% | -0.02% | -0.61% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.01% | -2.82% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.08% | -1.36% | |
| 48 | ALGN | Align Technology Inc | Stock-Healthcare | 0.40% | -0.02% | -8.10% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.01% | -0.77% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.38% | +0.11% | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +1% | -1.41% | Trim |
| 2 | MA | Mastercard Inc - A | +0.7% | +0.11% | Add |
| 3 | NOW | Servicenow Inc | +0.5% | -0.39% | Trim |
| 4 | SNPS | Synopsys Inc | +0.3% | +127.96% | Add |
| 5 | VEEV | Veeva Systems Inc-class A | +0.3% | +31.52% | Add |
| 6 | ADP | Automatic Data Processing | +0.2% | -0.82% | Trim |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.01% | Add |
| 8 | ABT | Abbott Laboratories | +0.2% | -0.76% | Trim |
| 9 | SBUX | Starbucks CORP | +0.2% | -0.80% | Trim |
| 10 | TTD | Trade Desk Inc/the -class A | +0.1% | -2.07% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.13% | Add |
| 12 | SYK | Stryker CORP | +0.1% | -1.29% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -0.99% | Trim |
| 14 | PM | Philip Morris International | +0.1% | -1.17% | Trim |
| 15 | GDDY | Godaddy Inc - Class A | +0.1% | NEW | New buy |
| 16 | ANETEUR | Arista Networks Inc | +0.1% | +3482.97% | Add |
| 17 | PGR | Progressive CORP | +0.1% | +2717.78% | Add |
| 18 | AMT | American Tower CORP | +0.1% | -0.92% | Trim |
| 19 | CI | THE Cigna Group | +0.1% | +2185.73% | Add |
| 20 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | New buy |
| 21 | TXN | Texas Instruments Inc | +0.1% | +634.53% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +2.00% | Add |
| 23 | LOW | Lowe's Cos Inc | +0.1% | -0.46% | Trim |
| 24 | COR | Cencora Inc | +0.1% | +6505.40% | Add |
| 25 | GWW | Ww Grainger Inc | +0.1% | +6681.00% | Add |
| 26 | PH | Parker Hannifin CORP | +0.1% | -0.96% | Trim |
| 27 | ORLY | O'reilly Automotive Inc | +0.1% | +0.27% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +56.50% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | -0.59% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | +5.44% | Add |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -0.77% | Trim |
| 32 | IDXX | Idexx Laboratories Inc | -0.1% | -3.14% | Trim |
| 33 | ALGN | Align Technology Inc | -0.1% | -8.10% | Trim |
| 34 | QCOM | Qualcomm Inc | -0.1% | -0.62% | Trim |
| 35 | ROP | Roper Technologies Inc | -0.1% | -1.44% | Trim |
| 36 | WEX | Wex Inc | -0.1% | -0.47% | Trim |
| 37 | REGN | Regeneron Pharmaceuticals | -0.1% | +5.60% | Add |
| 38 | PAYC | Paycom Software Inc | -0.1% | -8.11% | Trim |
| 39 | TJX | Tjx Companies Inc | -0.1% | -1.72% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | +0.11% | Add |
| 41 | EOG | Eog Resources Inc | -0.2% | -0.86% | Trim |
| 42 | ASML | ASML Holding N.V. | -0.2% | -3.41% | Trim |
| 43 | DHR | Danaher CORP | -0.2% | +0.23% | Add |
| 44 | CNI | Canadian Natl Railway Co | -0.2% | -0.44% | Trim |
| 45 | CRM | Salesforce Inc | -0.2% | -27.98% | Trim |
| 46 | ADBE | Adobe Inc | -0.5% | +1.22% | Add |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.73% | Add |
| 48 | NXPI | NXP Semiconductors N.V. | -0.5% | -0.80% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | +2.79% | Add |
| 50 | INTU | Intuit Inc | -0.7% | -0.14% | Trim |
According to official SEC Form 13F filings, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma reported a total U.S. public equity portfolio value of $10.3B across 571 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, MA, FISV) accounted for 31.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
GDDY
市值: $11.5M
Top Position Liquidated / Trimmed
INTU
前期市值: $624.8M
During Q3 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MSFT (7.3%)、MA (6.8%)、FISV (5.2%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q3 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 50 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 27 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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