LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q2 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
7/30/2025
Form type
13F-HR
Num holdings
619
Total value ($000)
$11,315,020
Net value change ($000)
+1,039,047 (10.1%)
New positions
11
Sold out positions
54
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: 4/24/2025 Next filing: 10/24/2025 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 Q1 2025
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)
MSFT 222,453 31.1%
INTU 170,528 30.6%
NVDA 109,717 68.6%
AMZN 88,537 22.3%
NOW 63,012 25.5%
GOOGL 61,575 12.9%
VEEV 48,870 38.6%
META 47,457 41.1%
SYK 41,993 10.0%
NXPI 37,389 21.4%
Top Reduces (Value $000, Stocks/ETFs)
FISV -117,952 -19.6%
BRK-B -12,395 -10.7%
CHD -9,738 -7.5%
TJX -9,358 -3.2%
ORLY -5,747 -7.9%
PGR -4,851 -90.8%
TMO -4,762 -2.1%
REGN -4,258 -7.5%
AMAT -3,894 -92.9%
AAPL -3,671 -1.2%
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