LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Q3 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
628
Total value ($000)
$11,396,822
Net value change ($000)
+81,802 (0.7%)
New positions
44
Sold out positions
34
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/30/2025 Next filing: 1/28/2026 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 Q2 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)
GOOGL 225,052 41.9%
TMO 89,175 40.3%
AAPL 70,567 23.5%
NVDA 51,896 19.2%
DHR 41,010 12.4%
TJX 37,085 13.3%
MSFT 27,341 2.9%
SNPS 24,492 21.5%
ASML 14,951 37.3%
GOOGL 14,372 43.9%
Top Reduces (Value $000, Stocks/ETFs)
FISV -122,673 -25.3%
INTU -98,999 -13.6%
AMT -45,542 -14.8%
ADBE -44,698 -19.8%
WEX -36,749 -32.6%
CRM -34,678 -40.0%
PAYC -32,194 -14.5%
ROP -20,046 -16.4%
ADP -19,209 -9.8%
ABT -18,184 -7.9%
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