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CIK: 0000932974
Total reported value
$10.3B
$10.3B
560 檔
32.9%
The Q4 2024 SEC filing reveals that Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma held a total portfolio value of $10.3B, covering 560 public equity positions.
In Q4 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 560 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -0.16% | -0.77% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 6.92% | -0.01% | -1.23% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 5.19% | -0.30% | -1.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.05% | +0.60% | -0.57% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 4.86% | -0.94% | -0.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.47% | -0.16% | -0.46% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 4.06% | -0.37% | -0.59% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 3.61% | -0.05% | -0.40% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.33% | -1.51% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 2.94% | +0.28% | -1.05% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.62% | -0.25% | -0.50% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.54% | -0.41% | -1.15% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.32% | -0.39% | -1.74% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 2.22% | -0.28% | +0.42% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.04% | -0.27% | -1.19% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.92% | -0.24% | -0.35% | |
| 17 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.78% | +0.62% | -0.41% | |
| 18 | PAYC | Paycom Software Inc | Stock-Tech | 1.78% | +0.01% | -1.23% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.67% | +0.16% | -0.52% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.20% | -0.78% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 1.62% | -0.14% | -2.96% | |
| 22 | WEX | Wex Inc | Stock-Tech | 1.40% | -0.10% | -2.91% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.26% | +4.96% | |
| 24 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.34% | -0.05% | -1.99% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.34% | +0.05% | -0.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.17% | -0.54% | |
| 27 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.22% | -0.06% | -1.22% | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 1.08% | -0.07% | -0.23% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.08% | -0.15% | -2.38% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.03% | +0.26% | +9.17% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.13% | -1.44% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | +0.01% | -0.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.05% | +0.15% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.11% | -0.63% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.77% | -0.04% | -0.71% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.74% | +0.25% | +10.02% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.62% | -0.14% | -3.10% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | -2.55% | |
| 39 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.59% | -0.05% | -1.00% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | +0.07% | +0.03% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.55% | -0.09% | -0.79% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | +0.07% | -0.46% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.53% | -0.04% | -6.30% | |
| 44 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.49% | -0.09% | -0.28% | |
| 45 | VLTO | Veralto CORP | Stock-Industrials | 0.47% | -0.02% | +2.71% | |
| 46 | ALGN | Align Technology Inc | Stock-Healthcare | 0.38% | -0.02% | -7.75% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.01% | -2.96% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.08% | -1.30% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | +0.17% | -0.18% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | +0.01% | -2.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | -0.46% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.57% | Trim |
| 3 | NOW | Servicenow Inc | +0.4% | -1.05% | Trim |
| 4 | PAYC | Paycom Software Inc | +0.3% | -1.23% | Trim |
| 5 | SYK | Stryker CORP | +0.3% | -0.59% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.2% | -0.78% | Trim |
| 7 | MA | Mastercard Inc - A | +0.1% | -1.23% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.1% | -0.54% | Trim |
| 9 | ABT | Abbott Laboratories | +0.1% | -0.35% | Trim |
| 10 | CRM | Salesforce Inc | +0.1% | -1.44% | Trim |
| 11 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.17% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | -1.15% | Trim |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 14 | SNPS | Synopsys Inc | +0.1% | +10.02% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | -1.19% | Trim |
| 16 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +253.83% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -0.46% | Trim |
| 18 | UNP | Union Pacific CORP | 0% | -0.46% | Trim |
| 19 | BR | Broadridge Financial Solutio | 0% | -0.79% | Trim |
| 20 | DKS | Dick's Sporting Goods Inc | 0% | +281.91% | Add |
| 21 | IBKR | Interactive Brokers Gro-cl A | 0% | — | Unchanged |
| 22 | GDDY | Godaddy Inc - Class A | 0% | — | Unchanged |
| 23 | CHD | Church & Dwight Co Inc | 0% | -1.22% | Trim |
| 24 | PH | Parker Hannifin CORP | 0% | -0.23% | Trim |
| 25 | ORLY | O'reilly Automotive Inc | 0% | -1.00% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | 0% | -0.50% | Trim |
| 27 | HD | Home Depot Inc | 0% | -0.35% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.15% | Add |
| 29 | FISV | Fiserv Inc | 0% | -1.20% | Trim |
| 30 | ADP | Automatic Data Processing | 0% | -0.52% | Trim |
| 31 | EOG | Eog Resources Inc | 0% | -2.96% | Trim |
| 32 | JNJ | Johnson & Johnson | -0.1% | -2.96% | Trim |
| 33 | ASML | ASML Holding N.V. | -0.1% | -10.70% | Trim |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -1.30% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.22% | Trim |
| 36 | IDXX | Idexx Laboratories Inc | -0.1% | -0.28% | Trim |
| 37 | CBT | Cabot CORP | -0.1% | -0.08% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | -5.39% | Trim |
| 39 | ROP | Roper Technologies Inc | -0.1% | -2.38% | Trim |
| 40 | NKE | Nike Inc -cl B | -0.1% | -6.30% | Trim |
| 41 | CI | THE Cigna Group | -0.1% | -95.78% | Trim |
| 42 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 43 | CNI | Canadian Natl Railway Co | -0.1% | -0.64% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -0.77% | Trim |
| 45 | AAPL | Apple Inc | -0.2% | -1.51% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | +4.96% | Add |
| 47 | REGN | Regeneron Pharmaceuticals | -0.3% | -3.10% | Trim |
| 48 | NXPI | NXP Semiconductors N.V. | -0.3% | -0.41% | Trim |
| 49 | ADBE | Adobe Inc | -0.3% | +0.42% | Add |
| 50 | AMT | American Tower CORP | -0.6% | -1.74% | 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 560 disclosed positions in Q4 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 32.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $11.4M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $11.2M
During Q4 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma's top holdings by market value included MSFT (7.1%)、MA (6.9%)、FISV (5.2%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q4 2024, Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma made 48 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 39 holdings, and fully liquidating 1 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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