| |
|
|
| Name: |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
37 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GEV |
Ge Vernova Llc |
196 |
New |
$0.00 |
$478,000 |
3,494 |
0% |
478,000 |
3,494 |
0.001 |
N/A |
|
|
VUSB |
Vanguard Ultrashort Bond Etf |
202 |
New |
$0.00 |
$461,000 |
9,330 |
0% |
461,000 |
9,330 |
0.012 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
241 |
New |
$282.41 |
$288,000 |
1,011 |
0% |
288,000 |
1,011 |
0 |
Technical & System So... |
|
|
GVI |
iShares Barclays Interm Gov... |
324 |
New |
$0.00 |
$112,000 |
1,097 |
0% |
112,000 |
1,097 |
0 |
Closed - End Fund - E... |
|
|
ARKK |
Ark Innovation ETF |
365 |
New |
$44.07 |
$70,000 |
1,646 |
0% |
70,000 |
1,646 |
0.002 |
N/A |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
371 |
New |
$52.53 |
$66,000 |
1,277 |
0% |
66,000 |
1,277 |
0 |
Closed - End Fund - E... |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
373 |
New |
$50.79 |
$65,000 |
1,271 |
0% |
65,000 |
1,271 |
0 |
Closed - End Fund - E... |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
377 |
New |
$0.00 |
$62,000 |
1,642 |
0% |
62,000 |
1,642 |
0 |
N/A |
|
|
UBER |
Uber Technologies, Inc |
402 |
New |
$69.05 |
$46,000 |
670 |
0% |
46,000 |
670 |
0 |
N/A |
|
|
ITR |
SPDR Series Trust |
411 |
New |
$32.16 |
$42,000 |
1,310 |
0% |
42,000 |
1,310 |
0 |
Closed - End Fund - Debt |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
412 |
New |
$0.00 |
$42,000 |
837 |
0% |
42,000 |
837 |
0 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
432 |
New |
$0.00 |
$29,000 |
187 |
0% |
29,000 |
187 |
0.012 |
N/A |
|
|
VLUE |
Ishares Msci Usa Value Factor |
438 |
New |
$0.00 |
$28,000 |
277 |
0% |
28,000 |
277 |
0 |
N/A |
|
|
CASY |
Caseys General Stores Inc |
454 |
New |
$320.03 |
$21,000 |
67 |
0% |
21,000 |
67 |
0 |
Grocery Stores |
|
|
PFF |
iShares S&P U.S. Preferred ... |
456 |
New |
$31.13 |
$20,000 |
635 |
0% |
20,000 |
635 |
0.001 |
Closed - End Fund - E... |
|
|
SOLV |
Solventum Corp |
475 |
New |
$0.00 |
$15,000 |
249 |
0% |
15,000 |
249 |
0 |
N/A |
|
|
NOVA |
Sunnova Energy Internationa... |
474 |
New |
$0.00 |
$15,000 |
4,000 |
0% |
15,000 |
4,000 |
0 |
N/A |
|
|
TW |
Tradeweb Markets Inc. |
486 |
New |
$101.84 |
$11,000 |
110 |
0% |
11,000 |
110 |
0 |
N/A |
|
|
NUE |
Nucor Corp |
488 |
New |
$175.42 |
$11,000 |
58 |
0% |
11,000 |
58 |
0 |
Steel & Iron |
|
|
CPRT |
Copart Inc |
493 |
New |
$55.73 |
$10,000 |
95 |
0% |
10,000 |
95 |
0 |
Auto Dealerships |
|
|
WDAY |
Workday, Inc. |
496 |
New |
$251.04 |
$10,000 |
40 |
0% |
10,000 |
40 |
0 |
Application Software |
|
|
KEYS |
Keysight Technologies Inc |
499 |
New |
$148.55 |
$9,000 |
60 |
0% |
9,000 |
60 |
0 |
N/A |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
498 |
New |
$0.00 |
$9,000 |
114 |
0% |
9,000 |
114 |
0 |
N/A |
|
|
MAS |
Masco Corp |
501 |
New |
$69.85 |
$9,000 |
121 |
0% |
9,000 |
121 |
0 |
Industrial Equipment ... |
|
|
MLM |
Martin Marietta Materials Inc |
500 |
New |
$604.99 |
$9,000 |
15 |
0% |
9,000 |
15 |
0 |
General Building Mate... |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
503 |
New |
$0.00 |
$8,000 |
121 |
0% |
8,000 |
121 |
0 |
N/A |
|
|
SCHW |
Charles Schwab Corp |
510 |
New |
$74.99 |
$7,000 |
100 |
0% |
7,000 |
100 |
0 |
Investment Brokerage ... |
|
|
PRI |
Primerica, Inc. |
511 |
New |
$213.46 |
$7,000 |
30 |
0% |
7,000 |
30 |
0 |
Investment Brokerage ... |
|
|
CDW |
Cdw Corp |
515 |
New |
$242.26 |
$7,000 |
30 |
0% |
7,000 |
30 |
0 |
Catalog & Mail Order ... |
|
|
FIS |
Fidelity National Information |
520 |
New |
$69.60 |
$6,000 |
87 |
0% |
6,000 |
87 |
0 |
Business Services |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
527 |
New |
$0.00 |
$5,000 |
141 |
0% |
5,000 |
141 |
0 |
N/A |
|
|
CWB |
SPDR Barclays Capital Conve... |
523 |
New |
$70.73 |
$5,000 |
68 |
0% |
5,000 |
68 |
0 |
N/A |
|
|
BBY |
Best Buy Co Inc |
529 |
New |
$75.05 |
$5,000 |
66 |
0% |
5,000 |
66 |
0 |
Electronics Stores |
|
|
TECH |
Techne Corp |
528 |
New |
$64.06 |
$5,000 |
80 |
0% |
5,000 |
80 |
0 |
Biotechnology |
|
|
QTUM |
Defiance Quantum Etf |
526 |
New |
$58.41 |
$5,000 |
86 |
0% |
5,000 |
86 |
0 |
N/A |
|
|
ADGI |
Adagio Therapeutics, Inc. |
530 |
New |
$2.15 |
$4,000 |
2,000 |
0% |
4,000 |
2,000 |
0.006 |
N/A |
|
|
VHT |
Vanguard Health Care Vipers |
544 |
New |
$255.32 |
$3,000 |
11 |
0% |
3,000 |
11 |
0 |
Closed - End Fund - E... |
|
