
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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2,006,177 | -24,321 | $683,184 |
MSFT | 2,006,177 | -24,321 | $683,184 |
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1,635,997 | -10,986 | $643,437 |
MA | 1,635,997 | -10,986 | $643,437 |
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987,599 | +490 | $452,508 |
INTU | 987,599 | +490 | $452,508 |
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1,721,083 | +754 | $413,059 |
DHR | 1,721,083 | +754 | $413,059 |
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1,298,405 | -33,984 | $396,131 |
SYK | 1,298,405 | -33,984 | $396,131 |
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3,017,174 | +13,733 | $380,617 |
FISV | 3,017,174 | +13,733 | $380,617 |
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3,070,939 | +9,659 | $367,592 |
GOOGL | 3,070,939 | +9,659 | $367,592 |
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1,642,112 | -16,914 | $318,520 |
AAPL | 1,642,112 | -16,914 | $318,520 |
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1,500,808 | +8,066 | $291,067 |
AMT | 1,500,808 | +8,066 | $291,067 |
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583,530 | +3,100 | $285,341 |
ADBE | 583,530 | +3,100 | $285,341 |
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528,826 | +8,943 | $275,915 |
TMO | 528,826 | +8,943 | $275,915 |
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2,114,398 | +7,341 | $275,633 |
AMZN | 2,114,398 | +7,341 | $275,633 |
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713,440 | +20,785 | $229,186 |
PAYC | 713,440 | +20,785 | $229,186 |
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2,625,796 | -46,373 | $222,641 |
TJX | 2,625,796 | -46,373 | $222,641 |
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1,039,771 | +2,286 | $212,820 |
NXPI | 1,039,771 | +2,286 | $212,820 |
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1,779,100 | -1,452 | $193,958 |
ABT | 1,779,100 | -1,452 | $193,958 |
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1,481,688 | -9,510 | $179,388 |
CNI | 1,481,688 | -9,510 | $179,388 |
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314,639 | -4,618 | $176,818 |
NOW | 314,639 | -4,618 | $176,818 |
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1,497,989 | +74,550 | $171,430 |
EOG | 1,497,989 | +74,550 | $171,430 |
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631,145 | -5,196 | $149,884 |
V | 631,145 | -5,196 | $149,884 |
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679,447 | -2,898 | $149,336 |
ADP | 679,447 | -2,898 | $149,336 |
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815,485 | +89,963 | $148,475 |
WEX | 815,485 | +89,963 | $148,475 |
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1,448,026 | -32,446 | $145,136 |
CHD | 1,448,026 | -32,446 | $145,136 |
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253,985 | +4,525 | $136,741 |
COST | 253,985 | +4,525 | $136,741 |
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248,979 | -2,015 | $119,709 |
ROP | 248,979 | -2,015 | $119,709 |
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1,461,939 | -43,852 | $112,891 |
TTD | 1,461,939 | -43,852 | $112,891 |
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965,111 | -37,528 | $106,519 |
NKE | 965,111 | -37,528 | $106,519 |
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500,652 | -43,876 | $105,768 |
CRM | 500,652 | -43,876 | $105,768 |
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$97,101 | ||
SBUX | 979,221 | -9,157 | $97,002 |
CORPORATE BONDS | 100,000 | +100,000 | $99 |
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243,875 | -1,658 | $86,244 |
ALGN | 243,875 | -1,658 | $86,244 |
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885,013 | -53,897 | $83,483 |
EW | 885,013 | -53,897 | $83,483 |
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252,941 | -6,699 | $78,574 |
HD | 252,941 | -6,699 | $78,574 |
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154,617 | -99 | $77,653 |
IDXX | 154,617 | -99 | $77,653 |
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237,341 | -6,669 | $68,112 |
META | 237,341 | -6,669 | $68,112 |
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448,059 | -5,544 | $67,988 |
PG | 448,059 | -5,544 | $67,988 |
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294,074 | +28,059 | $66,373 |
LOW | 294,074 | +28,059 | $66,373 |
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$63,115 | ||
BRK.B | 177,497 | +805 | $60,526 |
BRK.A | 5 | UNCH | $2,589 |
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159,782 | +49,462 | $62,321 |
PH | 159,782 | +49,462 | $62,321 |
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366,806 | +532 | $60,714 |
JNJ | 366,806 | +532 | $60,714 |
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250,800 | +2,046 | $51,319 |
UNP | 250,800 | +2,046 | $51,319 |
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433,684 | -4,344 | $50,043 |
MRK | 433,684 | -4,344 | $50,043 |
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52,222 | -378 | $49,888 |
ORLY | 52,222 | -378 | $49,888 |
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117,558 | +2,646 | $49,729 |
NVDA | 117,558 | +2,646 | $49,729 |
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292,697 | +9,776 | $48,479 |
BR | 292,697 | +9,776 | $48,479 |
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480,394 | +7,377 | $46,896 |
PM | 480,394 | +7,377 | $46,896 |
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252,192 | +1,532 | $46,711 |
PEP | 252,192 | +1,532 | $46,711 |
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673,979 | -63,445 | $44,975 |
PYPL | 673,979 | -63,445 | $44,975 |
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414,964 | -363 | $44,505 |
XOM | 414,964 | -363 | $44,505 |
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636,460 | -11,320 | $44,361 |
HDB | 636,460 | -11,320 | $44,361 |
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119,497 | -1,202 | $35,659 |
MCD | 119,497 | -1,202 | $35,659 |
See Full List: All Stocks Held By Loring Wolcott & Coolidge Fiduciary Advisors LLP MA
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Loring Wolcott & Coolidge Fiduciary Advisors LLP MA
![]() At 06/30/2023: $9,359,524 At 03/31/2023: $8,727,458 Combined Holding Report Includes:
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 13F filings. Link to 13F filings: SEC filings |