Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Top Holdings and 13F Report (2023) → Elon Musk Secret Crypto Plot Exposed (From Crypto 101 Media) (Ad) About Loring Wolcott & Coolidge Fiduciary Advisors LLP/MaInvestment ActivityLoring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has $10.06 billion in total holdings as of March 31, 2023.Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma owns shares of 563 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 3.64% of the portfolio was sold this quarter.This quarter, Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma has purchased 607 new stocks and bought additional shares in 78 stocks.Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma sold shares of 226 stocks and completely divested from 91 stocks this quarter.Largest Holdings Microsoft $769,284,640Mastercard $688,678,532Intuit $580,824,278Alphabet $467,553,015Fiserv $433,041,635 Largest New Holdings this Quarter GE VERNOVA INC $477,595 HoldingVanguard Ultra-Short Bond ETF $460,902 HoldingCadence Design Systems $288,155 HoldingKeurig Dr Pepper $190,560 HoldingiShares Intermediate Government/Credit Bond ETF $112,267 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 43,357 shares (about $39.03M)Paycom Software 122,151 shares (about $22.81M)Veeva Systems 102,446 shares (about $20.39M)Parker-Hannifin 12,481 shares (about $6.74M)WEX 22,570 shares (about $5.21M) Largest Sales this Quarter Mastercard 95,904 shares (about $43.80M)Edwards Lifesciences 331,684 shares (about $28.84M)Microsoft 58,255 shares (about $23.36M)Intuit 27,418 shares (about $16.72M)Stryker 46,778 shares (about $15.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLoring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$769,284,640$23,357,912 ▼-2.9%1,918,6087.6%Computer and TechnologyMAMastercard$688,678,532$43,804,182 ▼-6.0%1,507,7796.8%Business ServicesINTUIntuit$580,824,278$16,718,676 ▼-2.8%952,5305.8%Computer and TechnologyGOOGLAlphabet$467,553,015$10,376,526 ▼-2.2%2,991,7644.6%Computer and TechnologyFIFiserv$433,041,635$15,260,631 ▼-3.4%2,910,2264.3%Business ServicesSYKStryker$398,747,851$15,328,226 ▼-3.7%1,216,8814.0%MedicalDHRDanaher$396,159,111$8,371,399 ▼-2.1%1,678,0713.9%Multi-Sector ConglomeratesAMZNAmazon.com$369,740,671$4,462,298 ▼-1.2%2,086,2193.7%Retail/WholesaleTMOThermo Fisher Scientific$289,289,473$4,672,743 ▼-1.6%527,5352.9%MedicalADBEAdobe$267,571,492$3,606,714 ▼-1.3%573,0952.7%Computer and TechnologyAAPLApple$258,812,797$12,072,153 ▼-4.5%1,560,6182.6%Computer and TechnologyAMTAmerican Tower$251,604,892$3,949,133 ▼-1.5%1,460,2662.5%FinanceTJXTJX Companies$231,539,363$8,521,760 ▼-3.5%2,461,0922.3%Retail/WholesaleNXPINXP Semiconductors$219,027,267$5,689,761 ▼-2.5%1,001,6782.2%Computer and TechnologyNOWServiceNow$217,166,403$6,007,312 ▼-2.7%300,8072.2%Computer and TechnologyEOGEOG Resources$199,855,206$266,461 ▲0.1%1,492,5732.0%Oils/EnergyWEXWEX$199,749,679$5,205,538 ▲2.7%866,0682.0%Business ServicesCNICanadian National Railway$190,159,014$523,746 ▼-0.3%1,470,4541.9%TransportationABTAbbott Laboratories$186,920,202$2,088,188 ▼-1.1%1,745,7741.9%MedicalPAYCPaycom Software$182,425,615$22,806,773 ▲14.3%977,0551.8%Computer and TechnologyCOSTCostco Wholesale$181,835,626$1,040,279 ▼-0.6%254,1521.8%Retail/WholesaleADPAutomatic Data Processing$162,100,801$3,873,964 ▼-2.3%658,1171.6%Business ServicesVVisa$161,171,534$8,560,957 ▼-5.0%591,8251.6%Business ServicesCHDChurch & Dwight$144,270,846$6,428,844 ▼-4.3%1,361,6861.4%Consumer StaplesROPRoper Technologies$128,433,860$4,003,416 ▼-3.0%238,2341.3%Computer and TechnologyCRMSalesforce$124,543,363$5,331,905 ▼-4.1%454,8531.2%Computer and TechnologyTTDTrade Desk$108,664,641$2,916,042 ▼-2.6%1,396,0001.1%Computer and TechnologyMETAMeta Platforms$107,621,875$2,109,978 ▼-1.9%223,4071.1%Computer and TechnologyPHParker-Hannifin$103,362,545$6,736,260 ▲7.0%191,5111.0%Industrial ProductsNVDANVIDIA$97,339,596$4,033,154 ▲4.3%122,4121.0%Computer and TechnologyHDHome Depot$84,177,176$2,460,328 ▼-2.8%250,4450.8%Retail/WholesaleNKENIKE$83,427,364$5,236,209 ▼-5.9%885,7350.8%Consumer DiscretionarySBUXStarbucks$81,562,476$82,184 ▲0.1%924,9540.8%Retail/WholesaleLOWLowe's Companies$81,532,889$3,287,861 ▲4.2%352,6050.8%Retail/WholesaleREGNRegeneron Pharmaceuticals$78,560,570$39,028,240 ▲98.7%87,2740.8%MedicalBRK.BBerkshire Hathaway$73,869,724$1,777,782 ▲2.5%180,7080.7%FinanceALGNAlign Technology$70,639,469$1,690,007 ▼-2.3%234,8230.7%MedicalPGProcter & Gamble$69,217,800$1,933,384 ▼-2.7%431,1560.7%Consumer StaplesIDXXIDEXX Laboratories$67,272,657$4,837,424 ▼-6.7%140,2770.7%MedicalUNPUnion Pacific$59,409,084$326,382 ▼-0.5%253,3760.6%TransportationORLYO'Reilly Automotive$58,645,262$1,579,343 ▲2.8%53,7310.6%Retail/WholesaleMRKMerck & Co., Inc.$53,545,882$1,105,651 ▼-2.0%421,8190.5%MedicalBRBroadridge Financial Solutions$53,433,136$4,226,451 ▼-7.3%275,1020.5%Business ServicesVERALTO CORPORATION$49,813,196$8,869,193 ▼-15.1%546,0180.5%COMMON STOCKPMPhilip Morris International$48,514,604$3,038,706 ▲6.7%515,7830.5%Consumer StaplesXOMExxon Mobil$47,796,614$1,562,216 ▼-3.2%396,4550.5%Oils/EnergyVEEVVeeva Systems$47,143,202$20,392,910 ▲76.2%236,8290.5%Computer and TechnologyJNJJohnson & Johnson$45,823,083$5,097,071 ▼-10.0%307,2900.5%MedicalPEPPepsiCo$43,150,282$1,040,231 ▼-2.4%244,5330.4%Consumer StaplesASMLASML$41,682,297$455,211 ▲1.1%47,7980.4%Computer and TechnologyQCOMQUALCOMM$40,097,571$554,544 ▼-1.4%250,3280.4%Computer and TechnologyADIAnalog Devices$34,064,752$945,710 ▲2.9%182,8390.3%Computer and TechnologyACNAccenture$33,537,973$1,455,371 ▼-4.2%105,6580.3%Business ServicesMCDMcDonald's$32,961,048$44,644 ▲0.1%119,6060.3%Retail/WholesaleGOOGAlphabet$30,755,392$1,383,484 ▼-4.3%194,7160.3%Computer and TechnologyCBTCabot$26,720,144$6,583 ▼0.0%288,1810.3%Basic MaterialsHDBHDFC Bank$22,876,181$13,913,423 ▼-37.8%392,3870.2%FinanceROSTRoss Stores$20,007,842$185,004 ▼-0.9%149,5690.2%Retail/WholesaleFDSFactSet Research Systems$19,536,483$1,264,873 ▲6.9%44,5600.2%Business ServicesPYPLPayPal$19,439,607$13,374,749 ▼-40.8%307,6370.2%Computer and TechnologyAMGNAmgen$18,712,848$801,591 ▼-4.1%68,8200.2%MedicalMSCIMSCI$17,455,536$511,565 ▼-2.8%33,8830.2%Computer and TechnologyWSOWatsco$14,286,061$58,943 ▲0.4%35,1440.1%ConstructionCVXChevron$12,655,316$232,031 ▼-1.8%78,1580.1%Oils/EnergyECLEcolab$12,570,851$3,959,643 ▼-24.0%57,3200.1%Basic MaterialsEWEdwards Lifesciences$11,591,946$28,843,251 ▼-71.3%133,3020.1%MedicalDISWalt Disney$11,261,276$1,272,543 ▼-10.2%100,5560.1%Consumer DiscretionaryABBVAbbVie$9,799,742$482,516 ▼-4.7%58,3700.1%MedicalITWIllinois Tool Works$9,424,240$661,394 ▼-6.6%37,7030.1%Industrial ProductsJPMJPMorgan Chase & Co.$9,226,546$291,502 ▼-3.1%48,7120.1%FinanceRTXRTX$9,098,657$1,015,803 ▼-10.0%89,5890.1%AerospaceCOPConocoPhillips$7,999,829$271,722 ▼-3.3%61,8560.1%Oils/EnergyKOCoca-Cola$7,028,889$616,884 ▼-8.1%116,0840.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$6,894,782$2,270,775 ▲49.1%13,7970.1%FinanceROKRockwell Automation$6,689,079$135,368 ▲2.1%24,4600.1%Industrial ProductsVTIVanguard Total Stock Market ETF$6,681,328$544,065 ▼-7.5%26,9800.1%ETFCLColgate-Palmolive$6,382,640$1,080,630 ▼-14.5%72,2590.1%Consumer StaplesHASIHannon Armstrong Sustainable Infrastructure Capital$6,275,166$311,205 ▼-4.7%247,1510.1%FinanceCTASCintas$5,967,710$86,450 ▼-1.4%8,9740.1%Industrial ProductsAPDAir Products and Chemicals$5,510,272$458,642 ▼-7.7%23,5120.1%Basic MaterialsLLYEli Lilly and Company$5,307,262$89,954 ▼-1.7%7,2570.1%MedicalWMTWalmart$4,996,013$3,311,310 ▲196.6%83,0730.0%Retail/WholesaleNSCNorfolk Southern$4,839,422$172,207 ▼-3.4%19,7840.0%TransportationHONHoneywell International$4,663,411$1,541,758 ▼-24.8%23,8440.0%Multi-Sector ConglomeratesZTSZoetis$4,599,749$335,903 ▲7.9%31,6050.0%MedicalDEDeere & Company$4,597,914$587,826 ▲14.7%11,5060.0%Industrial ProductsPAYXPaychex$3,807,596$173,844 ▼-4.4%31,4080.0%Business ServicesNEENextEra Energy$3,737,753$491,784 ▲15.2%57,2310.0%UtilitiesJKHYJack Henry & Associates$3,687,472$338,746 ▼-8.4%22,3700.0%Computer and TechnologySTTState Street$3,666,413$1,381,713 ▼-27.4%49,2070.0%FinanceISRGIntuitive Surgical$3,289,381$16,233 ▲0.5%8,9160.0%MedicalCSCOCisco Systems$3,248,829$314,114 ▼-8.8%67,4870.0%Computer and TechnologyUHSUniversal Health Services$3,215,0270.0%19,9530.0%MedicalBRK.ABerkshire Hathaway$3,086,4200.0%50.0%FinanceINTCIntel$2,925,264$109,596 ▼-3.6%85,0120.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,864,760$921,500 ▼-24.3%8,9720.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,786,595$131,922 ▼-4.5%5,3230.0%ETFDFSDiscover Financial Services$2,731,980$115,912 ▼-4.1%21,5660.0%FinanceVIGVanguard Dividend Appreciation ETF$2,690,066$11,934 ▲0.4%15,3280.0%ETFSEMSelect Medical$2,688,2060.0%98,3610.0%MedicalShowing largest 100 holdings. 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