LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q1 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2025
Date filed
4/24/2025
Form type
13F-HR
Num holdings
661
Total value ($000)
$10,275,973
Net value change ($000)
-1,351,207 (-11.6%)
New positions
27
Sold out positions
27
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/28/2025 Next filing: 7/30/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMT 24,555 9.1%
PM 17,404 26.7%
BRK-B 12,999 12.6%
DKS 8,940 172.5%
VEEV 7,284 6.1%
PAYC 4,597 2.2%
ORLY 4,227 6.2%
MCD 2,595 7.3%
SEM 2,497 124.5%
HDB 1,811 14.5%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -122,169 -23.5%
MSFT -115,931 -14.0%
GOOGL -110,799 -18.9%
NOW -94,966 -27.8%
DHR -91,147 -21.7%
TTD -90,716 -58.0%
TMO -79,154 -25.9%
WEX -62,229 -38.3%
SYK -52,183 -11.1%
ADBE -51,098 -19.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None