|
Entity | Shares/Amount Change | Position Value Change |
GEV |
+3,494 | +$478 | VUSB |
+9,330 | +$461 | CDNS |
+1,011 | +$288 | COR |
+500 | +$118 | GVI |
+1,097 | +$112 | ARKK |
+1,646 | +$82 | ACWX |
+1,277 | +$66 | IGSB |
+1,271 | +$65 | IQLT |
+1,642 | +$62 | UBER |
+670 | +$52 |
Entity | Shares/Amount Change | Position Value Change |
BHP |
-7,325 | -$500 | WPM |
-10,612 | -$497 | RIO |
-6,528 | -$452 | SLV |
-14,000 | -$293 | AEM |
-4,500 | -$247 | FNV |
-1,968 | -$213 | ABM |
-3,000 | -$122 | PBA |
-2,666 | -$92 | ABC |
-500 | -$90 | IEI |
-758 | -$89 |
Entity | Shares/Amount Change | Position Value Change |
PAYC |
+71,272 | +$10,110 | WMT |
+55,315 | +$409 | VEEV |
+50,774 | +$16,281 | REGN |
+25,828 | +$20,631 | SBUX |
+9,468 | -$3,606 | PM |
+9,238 | +$2,495 | NEE |
+7,751 | +$837 | LOW |
+5,710 | +$15,986 | IJH |
+5,032 | +$17 | SPY |
+4,479 | +$2,395 |
Entity | Shares/Amount Change | Position Value Change |
HDB |
-232,805 | -$19,081 | PYPL |
-158,852 | -$9,179 | VLTO |
-76,944 | +$2,038 | TJX |
-70,731 | -$8,756 | FI |
-70,556 | +$10,158 | EW |
-52,589 | -$2,995 | MA |
-43,383 | -$8,150 | TTD |
-33,117 | +$24,243 | GOOGL |
-30,001 | +$44,203 |
Size ($ in 1000's)
At 03/31/2024: $10,201,444 At 12/31/2023: $10,076,040
Combined Holding Report Includes:
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP MA Page Arthur B Moreno Evelyn V
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA to be as follows, presented in the
table below with each row detailing each Loring Wolcott & Coolidge Fiduciary Advisors LLP MA position, ordered by largest to smallest position size.
The all-stocks-held-by-Loring Wolcott & Coolidge Fiduciary Advisors LLP MA table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
MICROSOFT CORP |
1,918,608 |
-23,827 |
$769,285 | MSFT | 1,918,608 | -23,827 | $769,285 | MASTERCARD INC |
1,507,779 |
-43,383 |
$688,679 | MA | 1,507,779 | -43,383 | $688,679 | INTUIT |
952,530 |
-14,398 |
$580,824 | INTU | 952,530 | -14,398 | $580,824 | ALPHABET INC |
2,991,764 |
-30,001 |
$467,553 | GOOGL | 2,991,764 | -30,001 | $467,553 | FISERV INC |
2,910,226 |
-70,556 |
$433,042 | FI | 2,910,226 | -70,556 | $433,042 | STRYKER CORP |
1,216,881 |
-23,078 |
$398,748 | SYK | 1,216,881 | -23,078 | $398,748 | DANAHER CORP SHS BEN INT |
1,678,071 |
-15,515 |
$396,159 | DHR | 1,678,071 | -15,515 | $396,159 | AMAZON.COM |
2,086,219 |
-26,653 |
$369,741 | AMZN | 2,086,219 | -26,653 | $369,741 | THERMO FISHER SCIENTIFIC INC |
527,535 |
-7,386 |
$289,289 | TMO | 527,535 | -7,386 | $289,289 | AMERICAN TOWER CORP |
1,460,266 |
-13,014 |
$288,534 | AMT | 1,460,266 | -13,014 | $288,534 | ADOBE SYSTEMS INC |
573,095 |
+3,020 |
$267,571 | ADBE | 573,095 | +3,020 | $267,571 | APPLE INC |
1,560,618 |
-15,342 |
$258,813 | AAPL | 1,560,618 | -15,342 | $258,813 | NXP SEMICONDUCTORS |
1,001,678 |
-21,095 |
$248,186 | NXPI | 1,001,678 | -21,095 | $248,186 | TJX COMPANIES INC |
2,461,092 |
-70,731 |
$231,539 | TJX | 2,461,092 | -70,731 | $231,539 | SERVICENOW INC |
300,807 |
-6,877 |
$217,166 | NOW | 300,807 | -6,877 | $217,166 | EOG RESOURCES |
1,492,573 |
-1,245 |
$199,855 | EOG | 1,492,573 | -1,245 | $199,855 | WEX INC |
866,068 |
-295 |
$199,750 | WEX | 866,068 | -295 | $199,750 | CANADIAN NATIONAL RAILWAY |
1,470,454 |
-1,362 |
$190,159 | CNI | 1,470,454 | -1,362 | $190,159 | ABBOTT LABORATORIES |
1,745,774 |
-12,237 |
$186,920 | ABT | 1,745,774 | -12,237 | $186,920 | PAYCOM SOFTWARE INC |
977,055 |
+71,272 |
$182,426 | PAYC | 977,055 | +71,272 | $182,426 | COSTCO WHOLESALE CORP NEW |
254,152 |
-595 |
$181,836 | COST | 254,152 | -595 | $181,836 | AUTOMATIC DATA PROCESSING |
658,117 |
-8,784 |
$162,101 | ADP | 658,117 | -8,784 | $162,101 | VISA INC |
591,825 |
-23,056 |
$161,172 | V | 591,825 | -23,056 | $161,172 | CHURCH & DWIGHT CO |
1,361,686 |
-24,861 |
$144,271 | CHD | 1,361,686 | -24,861 | $144,271 | ROPER INDUSTRIES INC |
238,234 |
-6,130 |
$128,434 | ROP | 238,234 | -6,130 | $128,434 | SALESFORCE.COM |
454,853 |
-15,000 |
$124,543 | CRM | 454,853 | -15,000 | $124,543 | TRADE DESK INC |
1,396,000 |
-33,117 |
$122,038 | TTD | 1,396,000 | -33,117 | $122,038 | NVIDIA CORP |
122,412 |
+3,708 |
$110,607 | NVDA | 122,412 | +3,708 | $110,607 | META PLATFORMS INC CL A |
223,407 |
-3,395 |
$107,622 | META | 223,407 | -3,395 | $107,622 | PARKER HANNIFIN CORP |
191,511 |
+958 |
$103,363 | PH | 191,511 | +958 | $103,363 | HOME DEPOT INC |
250,445 |
-1,421 |
$96,071 | HD | 250,445 | -1,421 | $96,071 | LOWES COMPANIES |
352,605 |
+5,710 |
$89,819 | LOW | 352,605 | +5,710 | $89,819 | NIKE INC CLASS B |
885,735 |
-20,143 |
$83,427 | NKE | 885,735 | -20,143 | $83,427 | STARBUCKS CORP |
924,954 |
+9,468 |
$81,562 | SBUX | 924,954 | +9,468 | $81,562 | REGENERON PHAR |
87,274 |
+25,828 |
$78,561 | REGN | 87,274 | +25,828 | $78,561 | BERKSHIRE HATHAWAY INC |
|
|
$76,956 | BRK.B | 180,708 | +403 | $73,870 | BRK.A | 5 | UNCH | $3,086 | IDEXX LABS |
140,277 |
-1,523 |
$75,740 | IDXX | 140,277 | -1,523 | $75,740 | ALIGN TECHNOLOGY INC |
234,823 |
-3,259 |
$70,639 | ALGN | 234,823 | -3,259 | $70,639 | PROCTER & GAMBLE CO |
431,156 |
-6,544 |
$69,218 | PG | 431,156 | -6,544 | $69,218 | UNION PACIFIC |
253,376 |
-1,810 |
$59,409 | UNP | 253,376 | -1,810 | $59,409 | O&apos REILLY AUTOMOTIVE INC |
53,731 |
+1,168 |
$58,645 | ORLY | 53,731 | +1,168 | $58,645 | VEEVA SYSTEMS INC |
236,829 |
+50,774 |
$54,871 | VEEV | 236,829 | +50,774 | $54,871 | MERCK & CO INC |
421,819 |
-5,271 |
$53,546 | MRK | 421,819 | -5,271 | $53,546 | BROADRIDGE FINANCIAL SOLUTIONS |
275,102 |
-9,491 |
$53,433 | BR | 275,102 | -9,491 | $53,433 | VERALTO CORPORATION |
546,018 |
-76,944 |
$49,813 | VLTO | 546,018 | -76,944 | $49,813 | PHILIP MORRIS INTERNATIONAL |
515,783 |
+9,238 |
$48,515 | PM | 515,783 | +9,238 | $48,515 | EXXON MOBIL CORP |
396,455 |
-7,234 |
$47,797 | XOM | 396,455 | -7,234 | $47,797 | ASM LITHOGRAPHY HLDG N V |
47,798 |
-217 |
$46,387 | ASML | 47,798 | -217 | $46,387 | JOHNSON & JOHNSON |
307,290 |
-21,632 |
$45,823 | JNJ | 307,290 | -21,632 | $45,823 | PEPSICO INC |
244,533 |
-2,579 |
$43,150 | PEP | 244,533 | -2,579 | $43,150 | QUALCOMM INC |
250,328 |
-1,462 |
$40,098 | QCOM | 250,328 | -1,462 | $40,098 | ANALOG DEVICES CORP |
182,839 |
+3,882 |
$34,065 | ADI | 182,839 | +3,882 | $34,065 | ACCENTURE PLC |
105,658 |
-2,096 |
$33,538 | ACN | 105,658 | -2,096 | $33,538 | MCDONALDS CORP |
119,606 |
+669 |
$32,961 | MCD | 119,606 | +669 | $32,961 | ALPHABET INC |
194,716 |
-4,036 |
$30,755 | GOOG | 194,716 | -4,036 | $30,755 | CABOT CORP |
288,181 |
-671 |
$26,720 | CBT | 288,181 | -671 | $26,720 | HDFC BANK LTD ADR |
392,387 |
-232,805 |
$22,876 | HDB | 392,387 | -232,805 | $22,876 | ROSS STORES INC |
149,569 |
-690 |
$20,008 | ROST | 149,569 | -690 | $20,008 | FACTSET RESEARCH SYSTEMS INC |
44,560 |
+1,204 |
$19,536 | FDS | 44,560 | +1,204 | $19,536 | PAYPAL HOLDINGS INC |
307,637 |
-158,852 |
$19,440 | PYPL | 307,637 | -158,852 | $19,440 | AMGEN INC |
68,820 |
-2,036 |
$18,713 | AMGN | 68,820 | -2,036 | $18,713 | MSCI INC |
33,883 |
-590 |
$17,456 | MSCI | 33,883 | -590 | $17,456 | WATSCO INC |
35,144 |
+353 |
$14,286 | WSO | 35,144 | +353 | $14,286 | CHEVRON CORP |
78,158 |
-456 |
$12,655 | CVX | 78,158 | -456 | $12,655 | ECOLAB INC |
57,320 |
-1,957 |
$12,571 | ECL | 57,320 | -1,957 | $12,571 | EDWARDS LIFESCIENCE CORP |
133,302 |
-52,589 |
$11,592 | EW | 133,302 | -52,589 | $11,592 | WALT DISNEY PRODUCTIONS |
100,556 |
-8,567 |
$11,261 | DIS | 100,556 | -8,567 | $11,261 | ABBVIE INC |
58,370 |
-858 |
$9,800 | ABBV | 58,370 | -858 | $9,800 | ILLINOIS TOOL WORKS |
37,703 |
-1,889 |
$9,424 | ITW | 37,703 | -1,889 | $9,424 | JP MORGAN CHASE & CO |
48,712 |
-300 |
$9,227 | JPM | 48,712 | -300 | $9,227 | RAYTHEON TECHNOLOGIES CORP |
89,589 |
-9,979 |
$9,099 | RTX | 89,589 | -9,979 | $9,099 | CONOCOPHILLIPS INC |
61,856 |
-570 |
$8,000 | COP | 61,856 | -570 | $8,000 | COCA COLA CO |
116,084 |
-3,101 |
$7,029 | KO | 116,084 | -3,101 | $7,029 | HANNON ARMSTRONG SUSTAINABLE |
247,151 |
-10,742 |
$7,019 | HASI | 247,151 | -10,742 | $7,019 | SPDR (SPY) |
13,797 |
+4,479 |
$6,895 | SPY | 13,797 | +4,479 | $6,895 | ROCKWELL AUTOMATION |
24,460 |
+330 |
$6,689 | ROK | 24,460 | +330 | $6,689 | VANGUARD (VTI) |
26,980 |
-1,952 |
$6,681 | VTI | 26,980 | -1,952 | $6,681 | COLGATE PALMOLIVE CO |
72,259 |
-2,435 |
$6,383 | CL | 72,259 | -2,435 | $6,383 | CINTAS CORP |
8,974 |
UNCH |
$5,968 | CTAS | 8,974 | UNCH | $5,968 | AIR PRODUCTS & CHEMICALS INC |
23,512 |
-649 |
$5,510 | APD | 23,512 | -649 | $5,510 | ZOETIS INC |
31,605 |
+2,626 |
$5,348 | ZTS | 31,605 | +2,626 | $5,348 | LILLY ELI & CO |
7,257 |
-395 |
$5,307 | LLY | 7,257 | -395 | $5,307 | WAL MART STORES INC |
83,073 |
+55,315 |
$4,996 | WMT | 83,073 | +55,315 | $4,996 | NORFOLK SOUTHERN CORP |
19,784 |
-25 |
$4,839 | NSC | 19,784 | -25 | $4,839 | HONEYWELL INTL INC COM |
23,844 |
-6,690 |
$4,663 | HON | 23,844 | -6,690 | $4,663 | DEERE & CO |
11,506 |
+875 |
$4,598 | DE | 11,506 | +875 | $4,598 | PAYCHEX INC |
31,408 |
-1,110 |
$3,808 | PAYX | 31,408 | -1,110 | $3,808 | INTEL CORP |
85,012 |
-2,395 |
$3,755 | INTC | 85,012 | -2,395 | $3,755 | NEXTERA ENERGY INC |
57,231 |
+7,751 |
$3,738 | NEE | 57,231 | +7,751 | $3,738 | JACK HENRY & ASSOCIATES INC |
22,370 |
-2,055 |
$3,687 | JKHY | 22,370 | -2,055 | $3,687 | STATE STREET CORP |
49,207 |
-15,730 |
$3,666 | STT | 49,207 | -15,730 | $3,666 | UNIVERSAL HEALTH SERVICES INC |
19,953 |
UNCH |
$3,641 | UHS | 19,953 | UNCH | $3,641 | INTUITIVE SURGICAL INC |
8,916 |
+17 |
$3,289 | ISRG | 8,916 | +17 | $3,289 | CISCO SYSTEMS |
67,487 |
-4,682 |
$3,249 | CSCO | 67,487 | -4,682 | $3,249 | TESLA MOTORS INC |
18,293 |
-779 |
$3,216 | TSLA | 18,293 | -779 | $3,216 | SELECT MED HLDGS CORP |
98,361 |
UNCH |
$2,966 | SEM | 98,361 | UNCH | $2,966 | ISHARES (IWF) |
8,972 |
-2,675 |
$2,865 | IWF | 8,972 | -2,675 | $2,865 | SPDR (MDY) |
5,323 |
-16 |
$2,787 | MDY | 5,323 | -16 | $2,787 | DISCOVER FINANCIAL SERVICES |
21,566 |
-915 |
$2,732 | DFS | 21,566 | -915 | $2,732 | VANGUARD (VIG) |
15,328 |
+68 |
$2,690 | VIG | 15,328 | +68 | $2,690 | BROADCOM INC |
2,133 |
-50 |
$2,612 | AVGO | 2,133 | -50 | $2,612 | CUMMINS INC |
8,826 |
-699 |
$2,563 | CMI | 8,826 | -699 | $2,563 | NOVO NORDISK A S ADR |
20,301 |
-135 |
$2,543 | NVO | 20,301 | -135 | $2,543 | GENERAL ELECTRIC CO |
14,004 |
+342 |
$2,458 | GE | 14,004 | +342 | $2,458 | THE HERSHEY COMPANY |
13,081 |
+1,181 |
$2,437 | HSY | 13,081 | +1,181 | $2,437 | BECTON DICKINSON |
10,309 |
-674 |
$2,411 | BDX | 10,309 | -674 | $2,411 | ESTEE LAUDER COMPANIES |
16,102 |
-7,399 |
$2,374 | EL | 16,102 | -7,399 | $2,374 | UNILEVER PLC SPONSORED ADR |
49,216 |
-7,662 |
$2,365 | UL | 49,216 | -7,662 | $2,365 | INVESCO |
5,425 |
UNCH |
$2,272 | QQQ | 5,425 | UNCH | $2,272 | MORGAN STANLEY |
24,130 |
+133 |
$2,222 | MS | 24,130 | +133 | $2,222 | INTL BUSINESS MACHINES CORP |
12,054 |
-29 |
$2,193 | IBM | 12,054 | -29 | $2,193 | DUPONT DE NEMOURS INC |
29,597 |
-3,667 |
$2,188 | DD | 29,597 | -3,667 | $2,188 | SYSCO CORP |
27,665 |
-2,695 |
$2,139 | SYY | 27,665 | -2,695 | $2,139 | UNITEDHEALTH GROUP INC |
4,139 |
-51 |
$2,033 | UNH | 4,139 | -51 | $2,033 | MCCORMICK & COMPANY |
26,328 |
-2,050 |
$1,966 | MKC | 26,328 | -2,050 | $1,966 | PFIZER |
73,302 |
-1,050 |
$1,925 | PFE | 73,302 | -1,050 | $1,925 | SPDR GOLD TRUST (GLD) |
8,527 |
-3,000 |
$1,838 | GLD | 8,527 | -3,000 | $1,838 | TEXAS |
3,138 |
+2,092 |
$1,838 | TPL | 3,138 | +2,092 | $1,838 | CHUBB LTD |
7,270 |
UNCH |
$1,828 | CB | 7,270 | UNCH | $1,828 | LINDE PLC |
3,619 |
-33 |
$1,618 | LIN | 3,619 | -33 | $1,618 | IQVIA HOLDINGS INC |
6,950 |
-2,234 |
$1,608 | IQV | 6,950 | -2,234 | $1,608 | DOW INC |
26,795 |
-5,505 |
$1,527 | DOW | 26,795 | -5,505 | $1,527 | LOCKHEED MARTIN CORP |
3,301 |
-45 |
$1,523 | LMT | 3,301 | -45 | $1,523 | TARGET CORP |
8,988 |
UNCH |
$1,502 | TGT | 8,988 | UNCH | $1,502 | ISHARES (IWO) |
5,991 |
-30 |
$1,485 | IWO | 5,991 | -30 | $1,485 | BANK OF AMERICA CORP |
38,387 |
-1,000 |
$1,448 | BAC | 38,387 | -1,000 | $1,448 | FORTIVE CORP |
17,556 |
UNCH |
$1,411 | FTV | 17,556 | UNCH | $1,411 | BIOGEN IDEC INC |
6,479 |
UNCH |
$1,397 | BIIB | 6,479 | UNCH | $1,397 | TIMKEN CO |
16,000 |
UNCH |
$1,371 | TKR | 16,000 | UNCH | $1,371 | ISHARES (IWD) |
7,920 |
-1,599 |
$1,362 | IWD | 7,920 | -1,599 | $1,362 | ROYAL DUTCH SHELL PLC |
18,658 |
UNCH |
$1,351 | SHEL | 18,658 | UNCH | $1,351 | AMERICAN EXPRESS CO |
5,761 |
+14 |
$1,342 | AXP | 5,761 | +14 | $1,342 | CORTEVA INC |
24,099 |
-4,534 |
$1,330 | CTVA | 24,099 | -4,534 | $1,330 | ISHARES (IWN) |
8,744 |
-14 |
$1,307 | IWN | 8,744 | -14 | $1,307 | BRISTOL MYERS SQUIBB CO |
22,362 |
-10,599 |
$1,213 | BMY | 22,362 | -10,599 | $1,213 | MONDELEZ INTERNATIONAL INC |
17,419 |
+87 |
$1,209 | MDLZ | 17,419 | +87 | $1,209 | GENERAC HOLDINGS INC |
8,629 |
-10,513 |
$1,157 | GNRC | 8,629 | -10,513 | $1,157 | GENERAL MILLS INC |
16,196 |
-403 |
$1,153 | GIS | 16,196 | -403 | $1,153 | S&P GLOBAL INC |
2,763 |
-582 |
$1,152 | SPGI | 2,763 | -582 | $1,152 | MERCADOLIBRE INC |
745 |
UNCH |
$1,126 | MELI | 745 | UNCH | $1,126 | VALMONT INDUSTRIES INC |
5,270 |
UNCH |
$1,116 | VMI | 5,270 | UNCH | $1,116 | SNOWFLAKE INC CL A |
7,400 |
UNCH |
$1,089 | SNOW | 7,400 | UNCH | $1,089 | ADVANCE MICRO DEVICES |
5,972 |
+70 |
$1,078 | AMD | 5,972 | +70 | $1,078 | AMERICAN WATER WORKS CO INC |
9,000 |
UNCH |
$1,073 | AWK | 9,000 | UNCH | $1,073 | DIAMONDBACK |
5,275 |
UNCH |
$1,069 | FANG | 5,275 | UNCH | $1,069 | CHIPOTLE MEXICAN GRILL |
357 |
-4 |
$1,030 | CMG | 357 | -4 | $1,030 | ENPHASE ENERGY |
9,271 |
+26 |
$1,025 | ENPH | 9,271 | +26 | $1,025 | CVS HEALTH CORP |
12,811 |
-1,610 |
$1,022 | CVS | 12,811 | -1,610 | $1,022 | PIONEER NATURAL RESOURCES CO |
3,703 |
UNCH |
$1,013 | PXD | 3,703 | UNCH | $1,013 | EMERSON ELECTRIC CO |
9,195 |
UNCH |
$999 | EMR | 9,195 | UNCH | $999 | COMCAST CORP |
24,377 |
-106 |
$989 | CMCSA | 24,377 | -106 | $989 | BOEING CO |
5,083 |
-27 |
$981 | BA | 5,083 | -27 | $981 | BOOKING HOLDINGS INC |
283 |
-24 |
$980 | BKNG | 283 | -24 | $980 | VANGUARD (VEA) |
19,912 |
-5,410 |
$963 | VEA | 19,912 | -5,410 | $963 | METTLER TOLEDO INTL |
715 |
UNCH |
$952 | MTD | 715 | UNCH | $952 | VANGUARD (VEU) |
16,534 |
UNCH |
$940 | VEU | 16,534 | UNCH | $940 | ENBRIDGE INC |
25,153 |
UNCH |
$889 | ENB | 25,153 | UNCH | $889 | ISHARES (IVV) |
1,732 |
-1,793 |
$870 | IVV | 1,732 | -1,793 | $870 | FASTENAL CO |
11,265 |
+30 |
$869 | FAST | 11,265 | +30 | $869 | BROWN FORMAN CORP |
|
|
$867 | BF.B | 15,984 | UNCH | $786 | BF.A | 1,595 | UNCH | $81 | VANGUARD (VUG) |
2,533 |
+47 |
$825 | VUG | 2,533 | +47 | $825 | POOL CORP |
2,040 |
+15 |
$823 | POOL | 2,040 | +15 | $823 | MOODYS CORP |
2,163 |
-125 |
$820 | MCO | 2,163 | -125 | $820 | SHERWIN WILLIAMS CO |
2,341 |
UNCH |
$813 | SHW | 2,341 | UNCH | $813 | MARSH & MCLENNAN |
3,813 |
-628 |
$768 | MMC | 3,813 | -628 | $768 | MCKESSON CORP |
1,449 |
UNCH |
$764 | MCK | 1,449 | UNCH | $764 | DIAGEO PLC SPONSORED ADR |
5,354 |
-1,640 |
$761 | DEO | 5,354 | -1,640 | $761 | ISHARES (IWM) |
3,892 |
UNCH |
$760 | IWM | 3,892 | UNCH | $760 | SIMON PROPERTIES GROUP NEW |
5,279 |
UNCH |
$752 | SPG | 5,279 | UNCH | $752 | AGILENT TECHNOLOGIES |
5,592 |
+52 |
$749 | A | 5,592 | +52 | $749 | CONSTELLATION BRANDS CL A |
2,862 |
+7 |
$743 | STZ | 2,862 | +7 | $743 | VANGUARD (VOO) |
1,601 |
-2,540 |
$735 | VOO | 1,601 | -2,540 | $735 | VANGUARD (VTV) |
4,671 |
-1,616 |
$734 | VTV | 4,671 | -1,616 | $734 | CHENIERE ENERGY INC |
4,510 |
UNCH |
$724 | LNG | 4,510 | UNCH | $724 | NETFLIX INC |
1,290 |
-295 |
$715 | NFLX | 1,290 | -295 | $715 | ISHARES (IJR) |
6,779 |
-37 |
$706 | IJR | 6,779 | -37 | $706 | TEXAS INSTRUMENTS INC |
4,267 |
+49 |
$697 | TXN | 4,267 | +49 | $697 | UNITED PARCEL SERVICE |
4,750 |
UNCH |
$690 | UPS | 4,750 | UNCH | $690 | DONALDSON CO INC |
9,533 |
UNCH |
$687 | DCI | 9,533 | UNCH | $687 | NOVARTIS AG ADR |
7,096 |
-715 |
$675 | NVS | 7,096 | -715 | $675 | ISHARES (IVE) |
3,694 |
-665 |
$664 | IVE | 3,694 | -665 | $664 | TRACTOR SUPPLY CO |
2,530 |
+378 |
$641 | TSCO | 2,530 | +378 | $641 | DOVER CORP |
3,725 |
-217 |
$634 | DOV | 3,725 | -217 | $634 | CORNING INC |
19,678 |
UNCH |
$621 | GLW | 19,678 | UNCH | $621 | VANGUARD (ESGV) |
6,950 |
UNCH |
$612 | ESGV | 6,950 | UNCH | $612 | EQUINIX INC |
787 |
-6 |
$594 | EQIX | 787 | -6 | $594 | PALO ALTO NETWORKS INC |
2,055 |
UNCH |
$579 | PANW | 2,055 | UNCH | $579 | GILEAD SCIENCES |
8,586 |
UNCH |
$575 | GILD | 8,586 | UNCH | $575 | ULTA BEAUTY INC |
1,094 |
UNCH |
$572 | ULTA | 1,094 | UNCH | $572 | W P CAREY INC |
10,000 |
UNCH |
$562 | WPC | 10,000 | UNCH | $562 | AUTODESK INC |
2,153 |
UNCH |
$561 | ADSK | 2,153 | UNCH | $561 | CAMECO CORP |
11,650 |
UNCH |
$551 | CCJ | 11,650 | UNCH | $551 | SYNOPSYS INC |
946 |
+36 |
$541 | SNPS | 946 | +36 | $541 | LINDBLAD EXPEDITIONS HOLDINGS |
56,643 |
UNCH |
$528 | LIND | 56,643 | UNCH | $528 | INVESCO |
3,226 |
UNCH |
$519 | RSP | 3,226 | UNCH | $519 | CIGNA CORPORATION |
1,458 |
UNCH |
$515 | CI | 1,458 | UNCH | $515 | ISHARES (IVW) |
6,245 |
-275 |
$500 | IVW | 6,245 | -275 | $500 | GE VERNOVA INC |
3,494 |
+3,494 |
$478 | GEV | 3,494 | +3,494 | $478 | ISHARES (IJK) |
5,574 |
-240 |
$477 | IJK | 5,574 | -240 | $477 | FIRST SOLAR INC |
2,665 |
UNCH |
$470 | FSLR | 2,665 | UNCH | $470 | TYLER TECHNOLOGIES INC |
1,135 |
-910 |
$467 | TYL | 1,135 | -910 | $467 | ISHARES (EFA) |
6,013 |
-200 |
$463 | EFA | 6,013 | -200 | $463 | COTERRA ENERGY INC |
16,512 |
UNCH |
$461 | CTRA | 16,512 | UNCH | $461 | VANGUARD (VUSB) |
9,330 |
+9,330 |
$461 | VUSB | 9,330 | +9,330 | $461 | SPDR (XLK) |
2,354 |
UNCH |
$457 | XLK | 2,354 | UNCH | $457 | ALTRIA GROUP INC |
10,708 |
UNCH |
$456 | MO | 10,708 | UNCH | $456 | VANGUARD (VO) |
1,900 |
UNCH |
$450 | VO | 1,900 | UNCH | $450 | AFLAC INC |
5,375 |
UNCH |
$449 | AFL | 5,375 | UNCH | $449 | AMPHENOL CORP |
3,980 |
UNCH |
$445 | APH | 3,980 | UNCH | $445 | SPDR (DIA) |
1,155 |
UNCH |
$442 | DIA | 1,155 | UNCH | $442 | XYLEM INC |
3,396 |
UNCH |
$438 | XYL | 3,396 | UNCH | $438 | PNC FINANCIAL CORP |
2,794 |
UNCH |
$436 | PNC | 2,794 | UNCH | $436 | BALCHEM CORP |
3,030 |
UNCH |
$435 | BCPC | 3,030 | UNCH | $435 | KIMBERLY CLARK CORP |
3,362 |
UNCH |
$433 | KMB | 3,362 | UNCH | $433 | BP PLC SPONSORED ADR |
10,586 |
UNCH |
$412 | BP | 10,586 | UNCH | $412 | OCCIDENTAL PETROLEUM CORP |
|
|
$406 | OXY | 5,300 | UNCH | $355 | OXY.WT | 1,135 | UNCH | $51 | T MOBILE US INC |
2,444 |
UNCH |
$397 | TMUS | 2,444 | UNCH | $397 | SABINE ROYALTY TRUST |
6,116 |
UNCH |
$385 | SBR | 6,116 | UNCH | $385 | CATERPILLAR INC |
1,070 |
+7 |
$383 | CAT | 1,070 | +7 | $383 | VERIZON |
9,764 |
+800 |
$377 | VZ | 9,764 | +800 | $377 | XTRACKERS |
5,105 |
UNCH |
$370 | DBJP | 5,105 | UNCH | $370 | KINSALE CAP GROUP |
700 |
UNCH |
$367 | KNSL | 700 | UNCH | $367 | ISHARES (IJH) |
6,290 |
+5,032 |
$360 | IJH | 6,290 | +5,032 | $360 | BLACKROCK INC |
455 |
+12 |
$346 | BLK | 455 | +12 | $346 | CANADIAN PACIFIC KANSAS CITY LTD |
3,953 |
UNCH |
$342 | CP | 3,953 | UNCH | $342 | PROGRESSIVE CORP OHIO |
1,592 |
UNCH |
$339 | PGR | 1,592 | UNCH | $339 | FIRST TR (RDVY) |
6,240 |
UNCH |
$336 | RDVY | 6,240 | UNCH | $336 | HP INC |
11,457 |
UNCH |
$317 | HPQ | 11,457 | UNCH | $317 | APPLIED MATERIALS INC |
1,661 |
UNCH |
$315 | AMAT | 1,661 | UNCH | $315 | TE CONNECTIVITY LTD |
2,172 |
UNCH |
$312 | TEL | 2,172 | UNCH | $312 | CARRIER GLOBAL CORP |
5,737 |
-41 |
$308 | CARR | 5,737 | -41 | $308 | FORD MOTOR CO |
23,384 |
-1,078 |
$301 | F | 23,384 | -1,078 | $301 | WELLS FARGO & CO NEW |
4,926 |
-1,710 |
$301 | WFC | 4,926 | -1,710 | $301 | ISHARES (CRBN) |
1,750 |
UNCH |
$300 | CRBN | 1,750 | UNCH | $300 | PHILLIPS 66 |
1,887 |
-1,662 |
$296 | PSX | 1,887 | -1,662 | $296 | JACOBS SOLUTIONS INC |
2,050 |
UNCH |
$295 | J | 2,050 | UNCH | $295 | SCHLUMBERGER LTD |
5,387 |
+87 |
$295 | SLB | 5,387 | +87 | $295 | YUM BRANDS |
2,119 |
UNCH |
$295 | YUM | 2,119 | UNCH | $295 | CADENCE DESIGN SYSTEMS INC |
1,011 |
+1,011 |
$288 | CDNS | 1,011 | +1,011 | $288 | ORACLE CORP COM |
2,512 |
+304 |
$288 | ORCL | 2,512 | +304 | $288 | VANGUARD (VONV) |
3,806 |
-545 |
$288 | VONV | 3,806 | -545 | $288 | ELEVANCE HEALTH INC |
536 |
+14 |
$285 | ELV | 536 | +14 | $285 | ISHARES (IWS) |
2,360 |
+101 |
$280 | IWS | 2,360 | +101 | $280 | ALNYLAM PHARMACEUTICALS |
1,905 |
UNCH |
$278 | ALNY | 1,905 | UNCH | $278 | VANGUARD (VONG) |
3,333 |
-475 |
$274 | VONG | 3,333 | -475 | $274 | DEXCOM INC |
2,043 |
UNCH |
$269 | DXCM | 2,043 | UNCH | $269 | OTIS WORLDWIDE CORPORATION |
2,748 |
-21 |
$265 | OTIS | 2,748 | -21 | $265 | L3HARRIS TECHNOLOGIES INC |
1,268 |
+28 |
$264 | LHX | 1,268 | +28 | $264 | WASTE MANAGEMENT INC |
1,273 |
-75 |
$264 | WM | 1,273 | -75 | $264 | ARISTA NETWORKS INC |
907 |
UNCH |
$263 | ANET | 907 | UNCH | $263 | COCA COLA BOTTLING |
312 |
UNCH |
$259 | COKE | 312 | UNCH | $259 | MAGNOLIA OIL & GAS CORP |
10,000 |
UNCH |
$257 | MGY | 10,000 | UNCH | $257 | VANGUARD (VB) |
1,205 |
-12 |
$257 | VB | 1,205 | -12 | $257 | MATCH GROUP INC |
7,000 |
UNCH |
$254 | MTCH | 7,000 | UNCH | $254 | LAMAR ADVERTISING CO |
2,175 |
UNCH |
$247 | LAMR | 2,175 | UNCH | $247 | PEABODY ENERGY |
10,000 |
UNCH |
$239 | BTU | 10,000 | UNCH | $239 | BLACK STONE MINERALS LP |
15,000 |
UNCH |
$234 | BSM | 15,000 | UNCH | $234 | ONEOK INC NEW |
2,915 |
UNCH |
$233 | OKE | 2,915 | UNCH | $233 | SOUTHERN CO |
3,096 |
-5 |
$226 | SO | 3,096 | -5 | $226 | VERTEX PHARMACEUTICALS |
559 |
+12 |
$224 | VRTX | 559 | +12 | $224 | VANGUARD (VGSH) |
3,872 |
UNCH |
$223 | VGSH | 3,872 | UNCH | $223 | MICROCHIP TECHNOLOGY INC |
2,642 |
UNCH |
$221 | MCHP | 2,642 | UNCH | $221 | GE HEALTHCARE TECHNOLOGIES INC |
2,610 |
-300 |
$220 | GEHC | 2,610 | -300 | $220 | CONSOLIDATED EDISON INC |
2,350 |
UNCH |
$218 | ED | 2,350 | UNCH | $218 | ATLANTIC UNION BANKSHARES CORP (AUB) |
6,473 |
UNCH |
$217 | AUB | 6,473 | UNCH | $217 | TRANSDIGM GROUP INC COM |
180 |
UNCH |
$216 | TDG | 180 | UNCH | $216 | CSX CORP |
6,134 |
UNCH |
$212 | CSX | 6,134 | UNCH | $212 | COUPANG INC |
11,835 |
-2,665 |
$211 | CPNG | 11,835 | -2,665 | $211 | ISHARES (IJJ) |
1,885 |
-220 |
$210 | IJJ | 1,885 | -220 | $210 | ISHARES (IWV) |
725 |
UNCH |
$207 | IWV | 725 | UNCH | $207 | ANSYS INC |
627 |
UNCH |
$204 | ANSS | 627 | UNCH | $204 | DEVON ENERGY CORP NEW |
3,835 |
UNCH |
$200 | DVN | 3,835 | UNCH | $200 | THE CHEMOURS COMPANY |
7,547 |
-615 |
$199 | CC | 7,547 | -615 | $199 | FLEXSHARES (GUNR) |
4,789 |
+360 |
$199 | GUNR | 4,789 | +360 | $199 | SUNCOR ENERGY INC NEW |
5,000 |
UNCH |
$195 | SU | 5,000 | UNCH | $195 | KEURIG DR PEPPER INC |
6,000 |
UNCH |
$191 | KDP | 6,000 | UNCH | $191 | ISHARES (IBDQ) |
7,500 |
UNCH |
$186 | IBDQ | 7,500 | UNCH | $186 | MONRO MUFFLER & BRAKE INC |
6,250 |
UNCH |
$185 | MNRO | 6,250 | UNCH | $185 | ASGN INC |
1,822 |
UNCH |
$182 | ASGN | 1,822 | UNCH | $182 | THE BLACKSTONE GROUP INC |
1,450 |
UNCH |
$177 | BX | 1,450 | UNCH | $177 | ISHARES (IMCB) |
2,556 |
UNCH |
$176 | IMCB | 2,556 | UNCH | $176 | AMERICAN ELECTRIC POWER INC |
2,065 |
UNCH |
$175 | AEP | 2,065 | UNCH | $175 | EVERBRIDGE INC |
5,000 |
UNCH |
$174 | EVBG | 5,000 | UNCH | $174 | TIMKENSTEEL CORP |
8,000 |
UNCH |
$170 | TMST | 8,000 | UNCH | $170 | INSULET CORP |
1,030 |
UNCH |
$169 | PODD | 1,030 | UNCH | $169 | RANGE RES CORP |
4,680 |
UNCH |
$169 | RRC | 4,680 | UNCH | $169 | GENERAL DYNAMICS CORP |
575 |
-18 |
$168 | GD | 575 | -18 | $168 | M & T BANK CORP |
1,155 |
UNCH |
$168 | MTB | 1,155 | UNCH | $168 | ISHARES (ESGU) |
1,509 |
-443 |
$165 | ESGU | 1,509 | -443 | $165 | DOMINION ENERGY INC |
3,155 |
UNCH |
$160 | D | 3,155 | UNCH | $160 | SPDR (SPMD) |
3,184 |
UNCH |
$160 | SPMD | 3,184 | UNCH | $160 | QORVO INC |
1,452 |
UNCH |
$156 | QRVO | 1,452 | UNCH | $156 | HCA HEALTHCARE INC |
500 |
UNCH |
$155 | HCA | 500 | UNCH | $155 | CHECK POINT SOFTWARE TECH LTD |
970 |
UNCH |
$154 | CHKP | 970 | UNCH | $154 | SPROTT PHYSICAL GOLD TRUST |
8,508 |
UNCH |
$154 | PHYS | 8,508 | UNCH | $154 | ISHARES (IBDP) |
6,000 |
UNCH |
$150 | IBDP | 6,000 | UNCH | $150 | THE TRAVELERS COMPANIES |
700 |
UNCH |
$150 | TRV | 700 | UNCH | $150 | ISHARES (IJT) |
1,200 |
UNCH |
$148 | IJT | 1,200 | UNCH | $148 | XTRACKERS |
3,600 |
UNCH |
$146 | DBEU | 3,600 | UNCH | $146 | CROWN CASTLE INTL CORP |
1,370 |
UNCH |
$145 | CCI | 1,370 | UNCH | $145 | WEYERHAEUSER |
4,000 |
UNCH |
$144 | WY | 4,000 | UNCH | $144 | SPDR (XLE) |
1,500 |
UNCH |
$143 | XLE | 1,500 | UNCH | $143 | FEDEX CORP |
525 |
UNCH |
$142 | FDX | 525 | UNCH | $142 | MARVELL TECHNOLOGY INC |
2,000 |
UNCH |
$142 | MRVL | 2,000 | UNCH | $142 | EATON CORP |
459 |
+31 |
$141 | ETN | 459 | +31 | $141 | ALLSTATE INSURANCE |
800 |
UNCH |
$140 | ALL | 800 | UNCH | $140 | EASTERN CO |
4,500 |
UNCH |
$140 | EML | 4,500 | UNCH | $140 | VANGUARD (VCR) |
462 |
UNCH |
$136 | VCR | 462 | UNCH | $136 | WISDOM TREE |
1,820 |
-680 |
$133 | DGRW | 1,820 | -680 | $133 | ISHARES (IEFA) |
1,823 |
-54 |
$130 | IEFA | 1,823 | -54 | $130 | MONGODB INC |
380 |
UNCH |
$129 | MDB | 380 | UNCH | $129 | ISHARES (IWP) |
1,185 |
+63 |
$126 | IWP | 1,185 | +63 | $126 | HARTFORD FINANCIAL SVCS GROUP |
1,216 |
UNCH |
$121 | HIG | 1,216 | UNCH | $121 | TOTAL ENERGIES SE ADR |
1,655 |
UNCH |
$120 | TTE | 1,655 | UNCH | $120 | ATLASSIAN CORP CLASS A |
612 |
UNCH |
$119 | TEAM | 612 | UNCH | $119 | CENCORA INC |
500 |
+500 |
$118 | COR | 500 | +500 | $118 | SPDR (SHM) |
2,500 |
UNCH |
$118 | SHM | 2,500 | UNCH | $118 | ISHARES (ITOT) |
1,061 |
UNCH |
$117 | ITOT | 1,061 | UNCH | $117 | SHOPIFY INC |
1,655 |
-100 |
$117 | SHOP | 1,655 | -100 | $117 | BURLINGTON STORES INC |
500 |
UNCH |
$116 | BURL | 500 | UNCH | $116 | EBAY INC |
2,237 |
UNCH |
$114 | EBAY | 2,237 | UNCH | $114 | NETEASE INC SPONSORED ADR |
1,190 |
UNCH |
$113 | NTES | 1,190 | UNCH | $113 | ISHARES (AGG) |
1,172 |
UNCH |
$112 | AGG | 1,172 | UNCH | $112 | BROOKLINE BANCORP INC |
11,979 |
UNCH |
$112 | BRKL | 11,979 | UNCH | $112 | ISHARES (GVI) |
1,097 |
+1,097 |
$112 | GVI | 1,097 | +1,097 | $112 | US BANCORP |
2,735 |
-132 |
$112 | USB | 2,735 | -132 | $112 | CH ROBINSON WORLDWIDE INC |
1,570 |
UNCH |
$111 | CHRW | 1,570 | UNCH | $111 | TAIWAN SEMICONDUCTER ADR |
847 |
UNCH |
$110 | TSM | 847 | UNCH | $110 | VONTIER CORP INC |
2,415 |
-60 |
$110 | VNT | 2,415 | -60 | $110 | NORTHERN TRUST CORP |
1,300 |
UNCH |
$109 | NTRS | 1,300 | UNCH | $109 | ADAMS NATURAL RESOURCES FUND INC (PEO) |
4,613 |
-2,410 |
$109 | PEO | 4,613 | -2,410 | $109 | NEXTERA ENERGY PARTNERS LP |
3,900 |
-840 |
$107 | NEP | 3,900 | -840 | $107 | OMNICOM GROUP INC |
1,122 |
+67 |
$105 | OMC | 1,122 | +67 | $105 | WYNDHAM |
1,500 |
UNCH |
$105 | WH | 1,500 | UNCH | $105 | TC ENERGY CORPORATION |
2,455 |
UNCH |
$99 | TRP | 2,455 | UNCH | $99 | XCEL ENERGY INC COM |
1,765 |
-6,000 |
$97 | XEL | 1,765 | -6,000 | $97 | ISHARES (IWR) |
1,209 |
-148 |
$96 | IWR | 1,209 | -148 | $96 | BOSTON BEER COMPANY |
328 |
UNCH |
$95 | SAM | 328 | UNCH | $95 | UNITED BANCORP INC |
6,917 |
UNCH |
$95 | UBCP | 6,917 | UNCH | $95 | GRAINGER WW INC |
100 |
UNCH |
$94 | GWW | 100 | UNCH | $94 | MOSAIC CO |
3,000 |
UNCH |
$92 | MOS | 3,000 | UNCH | $92 | PROGRESS SOFTWARE |
1,800 |
UNCH |
$92 | PRGS | 1,800 | UNCH | $92 | VERISIGN |
500 |
UNCH |
$92 | VRSN | 500 | UNCH | $92 | HEWLETT PACKARD ENTERPRISE CO |
5,397 |
UNCH |
$91 | HPE | 5,397 | UNCH | $91 | LIBERTY MEDIA CORPORATION |
3,045 |
+5 |
$90 | LSXMA | 3,045 | +5 | $90 | TWILIO INC |
1,510 |
UNCH |
$89 | TWLO | 1,510 | UNCH | $89 | GLAXOSMITHKLINE PLC ADR |
2,180 |
-229 |
$88 | GSK | 2,180 | -229 | $88 | ILLUMINA INC |
630 |
UNCH |
$87 | ILMN | 630 | UNCH | $87 | MEDTRONIC PLC |
1,056 |
-510 |
$85 | MDT | 1,056 | -510 | $85 | ROLLINS INC |
2,000 |
UNCH |
$85 | ROL | 2,000 | UNCH | $85 | BOSTON SCIENTIFIC CORP |
1,233 |
UNCH |
$84 | BSX | 1,233 | UNCH | $84 | GOLDMAN SACHS |
200 |
UNCH |
$83 | GS | 200 | UNCH | $83 | LULULEMON ATHLETICA INC |
230 |
-165 |
$83 | LULU | 230 | -165 | $83 | SIRIUS XM HOLDINGS INC |
21,265 |
UNCH |
$83 | SIRI | 21,265 | UNCH | $83 | ARK |
1,646 |
+1,646 |
$82 | ARKK | 1,646 | +1,646 | $82 | HUNTINGTON INGALLS INDS INC |
300 |
UNCH |
$82 | HII | 300 | UNCH | $82 | ISHARES (IXUS) |
1,233 |
UNCH |
$81 | IXUS | 1,233 | UNCH | $81 | RIVIAN AUTOMOTIVE INC |
7,111 |
+440 |
$78 | RIVN | 7,111 | +440 | $78 | PRINCIPAL FINANCIAL GROUP INC |
950 |
UNCH |
$77 | PFG | 950 | UNCH | $77 | AEROVIRONMENT INC |
500 |
UNCH |
$75 | AVAV | 500 | UNCH | $75 | LIBERTY MEDIA CORPORATION |
2,508 |
UNCH |
$75 | LSXMK | 2,508 | UNCH | $75 | FIRSTENERGY CORP |
1,931 |
UNCH |
$74 | FE | 1,931 | UNCH | $74 | BRITISH AMERICAN TOBACCO |
2,475 |
-7,450 |
$73 | BTI | 2,475 | -7,450 | $73 | CONSTELLATION ENERGY CORP |
400 |
UNCH |
$73 | CEG | 400 | UNCH | $73 | ENTERPRISE PRODUCTS PARTNERS LP |
2,500 |
UNCH |
$72 | EPD | 2,500 | UNCH | $72 | LINCOLN NATIONAL CORP |
2,253 |
UNCH |
$72 | LNC | 2,253 | UNCH | $72 | CRISPR THERAPEUTICS |
1,035 |
UNCH |
$71 | CRSP | 1,035 | UNCH | $71 | NORTHROP GRUMMAN CORP |
150 |
-961 |
$71 | NOC | 150 | -961 | $71 | BANK OF NEW YORK MELLON CORP |
1,217 |
+117 |
$70 | BK | 1,217 | +117 | $70 | ISHARES (TIP) |
656 |
UNCH |
$69 | TIP | 656 | UNCH | $69 | PRUDENTIAL FINANCIAL INC |
600 |
UNCH |
$67 | PRU | 600 | UNCH | $67 | TRAVEL AND LEISURE CO |
1,500 |
UNCH |
$67 | TNL | 1,500 | UNCH | $67 | ISHARES (ACWX) |
1,277 |
+1,277 |
$66 | ACWX | 1,277 | +1,277 | $66 | ISHARES (IGSB) |
1,271 |
+1,271 |
$65 | IGSB | 1,271 | +1,271 | $65 | VAIL RESORTS INC |
322 |
+1 |
$65 | MTN | 322 | +1 | $65 | ISHARES (IQLT) |
1,642 |
+1,642 |
$62 | IQLT | 1,642 | +1,642 | $62 | SKYWORKS SOLUTIONS INC |
569 |
UNCH |
$62 | SWKS | 569 | UNCH | $62 | LAM RESEARCH CORP |
62 |
+56 |
$60 | LRCX | 62 | +56 | $60 | MATERION CORP |
457 |
UNCH |
$60 | MTRN | 457 | UNCH | $60 | SEI CORP |
900 |
UNCH |
$60 | SEIC | 900 | UNCH | $60 | SHOCKWAVE MEDICAL |
180 |
+85 |
$59 | SWAV | 180 | +85 | $59 | SMUCKER J M CO |
493 |
UNCH |
$58 | SJM | 493 | UNCH | $58 | VALERO ENERGY CORP |
350 |
UNCH |
$58 | VLO | 350 | UNCH | $58 | SUN LIFE FINANCIAL INC |
1,100 |
-200 |
$57 | SLF | 1,100 | -200 | $57 | SEMPRA ENERGY |
800 |
UNCH |
$57 | SRE | 800 | UNCH | $57 | APTARGROUP INC |
400 |
UNCH |
$56 | ATR | 400 | UNCH | $56 | NEWMONT MINING CORP |
1,485 |
UNCH |
$56 | NEM | 1,485 | UNCH | $56 | AVIS BUDGET GROUP INC |
450 |
UNCH |
$55 | CAR | 450 | UNCH | $55 | HUMANA INC |
165 |
UNCH |
$54 | HUM | 165 | UNCH | $54 | CITIGROUP INC |
850 |
UNCH |
$52 | C | 850 | UNCH | $52 | UBER TECHNOLOGIES INC |
670 |
+670 |
$52 | UBER | 670 | +670 | $52 | CAMBRIDGE BANCORP |
805 |
UNCH |
$51 | CATC | 805 | UNCH | $51 | DOLLAR GEN CORP NEW COM |
360 |
UNCH |
$51 | DG | 360 | UNCH | $51 | LABORATORY CORP OF AMERICA HLDGS |
250 |
UNCH |
$51 | LH | 250 | UNCH | $51 | MODERNA INC |
490 |
UNCH |
$51 | MRNA | 490 | UNCH | $51 | BAXTER INTERNATIONAL INC |
1,225 |
UNCH |
$49 | BAX | 1,225 | UNCH | $49 | LKQ CORP |
1,000 |
UNCH |
$49 | LKQ | 1,000 | UNCH | $49 | 3M COMPANY |
459 |
-545 |
$49 | MMM | 459 | -545 | $49 | JANUS HENDERSON |
1,004 |
UNCH |
$49 | VNLA | 1,004 | UNCH | $49 | VIATRIS INC |
4,243 |
UNCH |
$48 | VTRS | 4,243 | UNCH | $48 | ISHARES (IBDR) |
2,000 |
UNCH |
$47 | IBDR | 2,000 | UNCH | $47 | KRAFT HEINZ CO |
1,218 |
UNCH |
$46 | KHC | 1,218 | UNCH | $46 | SOUTHERN COPPER |
400 |
UNCH |
$45 | SCCO | 400 | UNCH | $45 | QUEST DIAGNOSTICS INC |
335 |
+47 |
$44 | DGX | 335 | +47 | $44 | EVERSOURCE ENERGY |
725 |
UNCH |
$44 | ES | 725 | UNCH | $44 | DICKS SPORTING GOODS INC |
190 |
UNCH |
$43 | DKS | 190 | UNCH | $43 | KADANT INC |
130 |
UNCH |
$43 | KAI | 130 | UNCH | $43 | KIMCO REALTY CORP |
2,301 |
UNCH |
$43 | KIM | 2,301 | UNCH | $43 | PAGSEGURO DIGITAL LTD |
3,010 |
+5 |
$43 | PAGS | 3,010 | +5 | $43 | WALGREENS BOOTS ALLIANCE INC |
2,000 |
-11,811 |
$43 | WBA | 2,000 | -11,811 | $43 | JPMORGAN |
837 |
+837 |
$42 | JPST | 837 | +837 | $42 | BANK OZK |
930 |
UNCH |
$42 | OZK | 930 | UNCH | $42 | ROYAL GOLD INC |
350 |
UNCH |
$42 | RGLD | 350 | UNCH | $42 | SPDR (SPIB) |
1,310 |
+1,310 |
$42 | SPIB | 1,310 | +1,310 | $42 | TORONTO DOMINION BANK |
718 |
UNCH |
$42 | TD | 718 | UNCH | $42 | ADVANCED DRAINAGE SYSTEMS INC |
233 |
UNCH |
$40 | WMS | 233 | UNCH | $40 | LIBERTY BROADBAND CORP |
686 |
UNCH |
$39 | LBRDK | 686 | UNCH | $39 | VANGUARD (VWO) |
945 |
-1,300 |
$39 | VWO | 945 | -1,300 | $39 | XTRACKERS |
1,527 |
UNCH |
$37 | ASHR | 1,527 | UNCH | $37 | KROGER CO |
643 |
+106 |
$37 | KR | 643 | +106 | $37 | LIBERTY GLOBAL LTD |
2,093 |
UNCH |
$36 | LBTYK | 2,093 | UNCH | $36 | REALTY INCOME CORPORATION |
666 |
UNCH |
$36 | O | 666 | UNCH | $36 | VERASTEM INC |
2,949 |
UNCH |
$35 | VSTM | 2,949 | UNCH | $35 | LIBERTY MEDIA CORPORATION |
498 |
UNCH |
$34 | FWONK | 498 | UNCH | $34 | YUM CHINA HOLDINGS INC |
926 |
-260 |
$34 | YUMC | 926 | -260 | $34 | TETRA TECH INC |
180 |
UNCH |
$33 | TTEK | 180 | UNCH | $33 | ORGANON & CO |
1,748 |
-251 |
$31 | OGN | 1,748 | -251 | $31 | ISHARES (DSI) |
318 |
UNCH |
$30 | DSI | 318 | UNCH | $30 | ROBLOX CORP CL A |
850 |
UNCH |
$30 | RBLX | 850 | UNCH | $30 | SPOTIFY TECH |
110 |
UNCH |
$30 | SPOT | 110 | UNCH | $30 | LIBERTY MEDIA CORPORATION |
684 |
-83 |
$29 | LLYVA | 684 | -83 | $29 | NETAPP INC |
300 |
UNCH |
$29 | NTAP | 300 | UNCH | $29 | PUBLIC STORAGE INC |
100 |
UNCH |
$29 | PSA | 100 | UNCH | $29 | ISHARES (QUAL) |
187 |
+187 |
$29 | QUAL | 187 | +187 | $29 | SOLAREDGE TECHNOLOGIES INC |
415 |
UNCH |
$29 | SEDG | 415 | UNCH | $29 | TOYOTA MOTOR CORP SPONS ADR |
125 |
-115 |
$29 | TM | 125 | -115 | $29 | LIBERTY MEDIA CORPORATION |
642 |
UNCH |
$28 | LLYVK | 642 | UNCH | $28 | UGI CORP NEW |
1,102 |
UNCH |
$28 | UGI | 1,102 | UNCH | $28 | ISHARES (VLUE) |
277 |
+277 |
$28 | VLUE | 277 | +277 | $28 | WABTEC CORP |
191 |
UNCH |
$28 | WAB | 191 | UNCH | $28 | UNION BANKSHARES INC (UNB) |
875 |
UNCH |
$27 | UNB | 875 | UNCH | $27 | NEWELL RUBBERMAID INC |
3,184 |
UNCH |
$26 | NWL | 3,184 | UNCH | $26 | SUNNOVA ENERGY INTL |
4,000 |
+4,000 |
$25 | NOVA | 4,000 | +4,000 | $25 | GALLAGHER ARTHUR J |
103 |
+43 |
$24 | AJG | 103 | +43 | $24 | DUKE ENERGY CORP |
240 |
+72 |
$24 | DUK | 240 | +72 | $24 | ISHARES (DVY) |
192 |
-192 |
$23 | DVY | 192 | -192 | $23 | GH RESEARCH |
2,000 |
UNCH |
$23 | GHRS | 2,000 | UNCH | $23 | ISHARES (IEMG) |
453 |
+453 |
$23 | IEMG | 453 | +453 | $23 | ASTRAZENECA PLC SPONSORED ADR |
318 |
UNCH |
$22 | AZN | 318 | UNCH | $22 | EPAM SYSTEMS INC |
80 |
UNCH |
$22 | EPAM | 80 | UNCH | $22 | TAKE TWO INTERACTIVE SOFTWARE |
160 |
UNCH |
$22 | TTWO | 160 | UNCH | $22 | VENTAS INC |
500 |
UNCH |
$22 | VTR | 500 | UNCH | $22 | ALIBABA GROUP |
292 |
UNCH |
$21 | BABA | 292 | UNCH | $21 | CASEYS GENERAL STORE INC |
67 |
+67 |
$21 | CASY | 67 | +67 | $21 | KYNDRYL HOLDINGS INCORPORATION |
1,013 |
UNCH |
$20 | KD | 1,013 | UNCH | $20 | ISHARES (PFF) |
635 |
+635 |
$20 | PFF | 635 | +635 | $20 | T ROWE PRICE GROUP INC |
180 |
-500 |
$20 | TROW | 180 | -500 | $20 | VANGUARD (VSS) |
181 |
+47 |
$20 | VSS | 181 | +47 | $20 | BAIDU.COM SPON ADR |
200 |
UNCH |
$19 | BIDU | 200 | UNCH | $19 | COSTAR GROUP INC |
200 |
+120 |
$19 | CSGP | 200 | +120 | $19 | FRESENIUS MEDICAL CARE AG |
926 |
UNCH |
$19 | FMS | 926 | UNCH | $19 | ISHARES (IBB) |
150 |
UNCH |
$19 | IBB | 150 | UNCH | $19 | INTERCONTINENTAL EXCHANGE GROUP (ICE) |
143 |
+60 |
$19 | ICE | 143 | +60 | $19 | ISHARES (AAXJ) |
273 |
UNCH |
$18 | AAXJ | 273 | UNCH | $18 | ISHARES (EEM) |
450 |
UNCH |
$18 | EEM | 450 | UNCH | $18 | INVESCO |
280 |
UNCH |
$18 | PHO | 280 | UNCH | $18 | BIONTECH SE ADR |
190 |
UNCH |
$17 | BNTX | 190 | UNCH | $17 | GENUINE PARTS CO |
102 |
+35 |
$17 | GPC | 102 | +35 | $17 | SOLVENTUM CORPORATION |
249 |
+249 |
$17 | SOLV | 249 | +249 | $17 | WATTS WATER TECHNOLOGIES INC |
84 |
UNCH |
$17 | WTS | 84 | UNCH | $17 | AIRBNB INC CL A |
100 |
UNCH |
$16 | ABNB | 100 | UNCH | $16 | WARNER BROS DISCOVERY INC |
1,875 |
-834 |
$16 | WBD | 1,875 | -834 | $16 | TRANSOCEAN LTD |
2,592 |
UNCH |
$15 | RIG | 2,592 | UNCH | $15 | SUNRUN INC |
1,111 |
UNCH |
$15 | RUN | 1,111 | UNCH | $15 | AEGON LTD |
2,380 |
UNCH |
$14 | AEG | 2,380 | UNCH | $14 | CADIZ INC |
5,000 |
UNCH |
$14 | CDZI | 5,000 | UNCH | $14 | CARLISLE COS INC |
37 |
-25 |
$14 | CSL | 37 | -25 | $14 | UNITED STATES OIL FUND LP (USO) |
180 |
-135 |
$14 | USO | 180 | -135 | $14 | VANGUARD (VDE) |
108 |
UNCH |
$14 | VDE | 108 | UNCH | $14 | WASHINGTON TR BANCORP INC |
539 |
UNCH |
$14 | WASH | 539 | UNCH | $14 | CYBERARK SOFTWARE LTD |
50 |
UNCH |
$13 | CYBR | 50 | UNCH | $13 | EASTMAN CHEMICAL CO |
138 |
UNCH |
$13 | EMN | 138 | UNCH | $13 | NU HOLDINGS LTD |
1,019 |
UNCH |
$12 | NU | 1,019 | UNCH | $12 | PACIRA PHARMACEUTICALS INC |
400 |
UNCH |
$12 | PCRX | 400 | UNCH | $12 | SEAGATE TECHNOLOGY HOLDINGS PLC |
145 |
UNCH |
$12 | STX | 145 | UNCH | $12 | LIBERTY GLOBAL LTD |
697 |
UNCH |
$11 | LBTYA | 697 | UNCH | $11 | MONSTER BEVERAGE CORP |
178 |
UNCH |
$11 | MNST | 178 | UNCH | $11 | NUCOR CORP |
58 |
+58 |
$11 | NUE | 58 | +58 | $11 | AT&T INC |
675 |
-2,820 |
$11 | T | 675 | -2,820 | $11 | TRADEWEB MARKETS INC |
110 |
+110 |
$11 | TW | 110 | +110 | $11 | LIBERTY MEDIA CORPORATION |
166 |
-80 |
$10 | FWONA | 166 | -80 | $10 | LIBERTY BROADBAND CORP |
176 |
-80 |
$10 | LBRDA | 176 | -80 | $10 | WORKDAY INC |
40 |
+40 |
$10 | WDAY | 40 | +40 | $10 | DENTSPLY SIRONA INC |
325 |
UNCH |
$10 | XRAY | 325 | UNCH | $10 | APPLOVIN CORP |
135 |
UNCH |
$9 | APP | 135 | UNCH | $9 | DECKERS OUTDOOR CORP |
10 |
UNCH |
$9 | DECK | 10 | UNCH | $9 | DRAFTKINGS INC CLASS A |
200 |
UNCH |
$9 | DKNG | 200 | UNCH | $9 | INVIVYD |
2,000 |
+2,000 |
$9 | IVVD | 2,000 | +2,000 | $9 | KEYSIGHT TECHNOLOGIES INC |
60 |
+60 |
$9 | KEYS | 60 | +60 | $9 | MASCO CORP |
121 |
+121 |
$9 | MAS | 121 | +121 | $9 | MARTIN MARIETTA MATERIALS INC |
15 |
+15 |
$9 | MLM | 15 | +15 | $9 | ISHARES (USMV) |
114 |
+114 |
$9 | USMV | 114 | +114 | $9 | CHARTER COMMUNICATIONS INC |
30 |
UNCH |
$8 | CHTR | 30 | UNCH | $8 | ELECTRONIC ARTS INC |
62 |
+50 |
$8 | EA | 62 | +50 | $8 | ISHARES (EFAV) |
121 |
+121 |
$8 | EFAV | 121 | +121 | $8 | HALEON PLC |
950 |
-1,775 |
$8 | HLN | 950 | -1,775 | $8 | PLUG POWER |
2,200 |
UNCH |
$8 | PLUG | 2,200 | UNCH | $8 | PRIMERICA INC |
30 |
+30 |
$8 | PRI | 30 | +30 | $8 | SBA COMMUNICATIONS CORP |
38 |
UNCH |
$8 | SBAC | 38 | UNCH | $8 | BLOCK INC CLASS A |
100 |
UNCH |
$8 | SQ | 100 | UNCH | $8 | TREX COMPANY INC |
85 |
+85 |
$8 | TREX | 85 | +85 | $8 | CDW CORP |
30 |
+30 |
$7 | CDW | 30 | +30 | $7 | HEXCEL CORP NEW |
100 |
UNCH |
$7 | HXL | 100 | UNCH | $7 | ON HOLDING AG CL A |
190 |
UNCH |
$7 | ONON | 190 | UNCH | $7 | CHARLES SCHWAB CORP NEW |
100 |
+100 |
$7 | SCHW | 100 | +100 | $7 | TORTOISE |
225 |
UNCH |
$7 | TTP | 225 | UNCH | $7 | COPART INC |
95 |
+95 |
$6 | CPRT | 95 | +95 | $6 | FIDELITY NATL INFORMATION SVCS |
87 |
+87 |
$6 | FIS | 87 | +87 | $6 | MEDICAL PROPERTIES TRUST INC |
1,300 |
UNCH |
$6 | MPW | 1,300 | UNCH | $6 | STERICYCLE INC |
112 |
UNCH |
$6 | SRCL | 112 | UNCH | $6 | BIO TECHNE CORP |
80 |
+80 |
$6 | TECH | 80 | +80 | $6 | AMYLYX PHARMACEUTICALS INC |
1,803 |
UNCH |
$5 | AMLX | 1,803 | UNCH | $5 | BEST BUY INC |
66 |
+66 |
$5 | BBY | 66 | +66 | $5 | SPDR (CWB) |
68 |
+68 |
$5 | CWB | 68 | +68 | $5 | ISHARES (ESML) |
141 |
+141 |
$5 | ESML | 141 | +141 | $5 | QUANTA |
20 |
UNCH |
$5 | PWR | 20 | UNCH | $5 | DEFIANCE |
86 |
+86 |
$5 | QTUM | 86 | +86 | $5 | REALREAL INC |
1,202 |
UNCH |
$5 | REAL | 1,202 | UNCH | $5 | VANGUARD (VNQ) |
62 |
+62 |
$5 | VNQ | 62 | +62 | $5 | ZIONS BANCORP |
120 |
UNCH |
$5 | ZION | 120 | UNCH | $5 | BEYOND MEAT |
530 |
UNCH |
$4 | BYND | 530 | UNCH | $4 | EASTERN BANKSHARES INC (EBC) |
345 |
+145 |
$4 | EBC | 345 | +145 | $4 | EMBECTA CORPORATION |
271 |
-41 |
$4 | EMBC | 271 | -41 | $4 | ISHARES (ESGD) |
51 |
+51 |
$4 | ESGD | 51 | +51 | $4 | IROBOT CORP |
500 |
-200 |
$4 | IRBT | 500 | -200 | $4 | NOKIA CORP ADR |
1,000 |
UNCH |
$4 | NOK | 1,000 | UNCH | $4 | SNAP INC |
400 |
UNCH |
$4 | SNAP | 400 | UNCH | $4 | SPDR (SPSM) |
105 |
UNCH |
$4 | SPSM | 105 | UNCH | $4 | VANGUARD (VTIP) |
86 |
-8,999 |
$4 | VTIP | 86 | -8,999 | $4 | VANGUARD (BSV) |
46 |
-2,454 |
$3 | BSV | 46 | -2,454 | $3 | FORGE GLOBAL HOLDINGS INC |
1,320 |
UNCH |
$3 | FRGE | 1,320 | UNCH | $3 | MACROGENICS INC |
213 |
UNCH |
$3 | MGNX | 213 | UNCH | $3 | NOVAVAX INC |
570 |
UNCH |
$3 | NVAX | 570 | UNCH | $3 | RESMED INC |
17 |
UNCH |
$3 | RMD | 17 | UNCH | $3 | ROKU INC CLASS A |
50 |
UNCH |
$3 | ROKU | 50 | UNCH | $3 | VANGUARD (VHT) |
11 |
+11 |
$3 | VHT | 11 | +11 | $3 | CHARGEPOINT HOLDINGS INC CLASS A |
905 |
UNCH |
$2 | CHPT | 905 | UNCH | $2 | ISUN INC |
4,482 |
UNCH |
$1 | ISUN | 4,482 | UNCH | $1 | METLIFE INC |
18 |
UNCH |
$1 | MET | 18 | UNCH | $1 | NORTHERN DYNASTY |
3,000 |
UNCH |
$1 | NAK | 3,000 | UNCH | $1 | PARAMOUNT GLOBAL |
54 |
UNCH |
$1 | PARA | 54 | UNCH | $1 | SAGE THERAPEUTICS INC |
50 |
UNCH |
$1 | SAGE | 50 | UNCH | $1 | ZOOM VIDEO COMMUNICATIONS A |
17 |
UNCH |
$1 | ZM | 17 | UNCH | $1 | BRIGHTHOUSE FINANCIAL INC |
1 |
UNCH |
<$1 | BHF | 1 | UNCH | $0 | FORTE BIOSCIENCES INC |
193 |
UNCH |
<$1 | FBRX | 193 | UNCH | $0 | GAMESTOP CORP |
12 |
UNCH |
<$1 | GME | 12 | UNCH | $0 | LIBERTY LATIN AMERICA |
4 |
-1,446 |
<$1 | LILA | 4 | -1,446 | $0 | LIBERTY LATIN AMERICA |
22 |
-828 |
<$1 | LILAK | 22 | -828 | $0 | MAKEMYTRIP LTD |
4 |
UNCH |
<$1 | MMYT | 4 | UNCH | $0 | RIGEL PHARMACEUTICALS INC |
27 |
+0 |
$0 | RIGL | 27 | UNCH | $0 | CENCORA INC |
|
|
$0 (exited) | ABC | 0 | -500 | $0 | ABM INDUSTRIES INC |
|
|
$0 (exited) | ABM | 0 | -3,000 | $0 | AGNICO EAGLE MINES LTD |
|
|
$0 (exited) | AEM | 0 | -4,500 | $0 | AMETEK INC NEW |
|
|
$0 (exited) | AME | 0 | -300 | $0 | AURORA INNOVATION INC |
|
|
$0 (exited) | AUR | 0 | -1,000 | $0 | BHP GROUP LTD |
|
|
$0 (exited) | BHP | 0 | -7,325 | $0 | CANOPY GROWTH CORP |
|
|
$0 (exited) | CGC | 0 | -32 | $0 | CROWDSTRIKE HOLDINGS INC CLASS A |
|
|
$0 (exited) | CRWD | 0 | -110 | $0 | DROPBOX |
|
|
$0 (exited) | DBX | 0 | -200 | $0 | EASTGROUP PROPERTIES INC |
|
|
$0 (exited) | EGP | 0 | -94 | $0 | ELANCO ANIMAL HEALTH INC |
|
|
$0 (exited) | ELAN | 0 | -306 | $0 | FRANCO NEVADA CORP |
|
|
$0 (exited) | FNV | 0 | -1,968 | $0 | BARRICK GOLD CORP |
|
|
$0 (exited) | GOLD | 0 | -197 | $0 | HUNTINGTON BANCSHARES INC |
|
|
$0 (exited) | HBAN | 0 | -1,750 | $0 | ISHARES |
|
|
$0 (exited) | IEI | 0 | -758 | $0 | INGREDION INC |
|
|
$0 (exited) | INGR | 0 | -70 | $0 | LUMIRADX LTD |
|
|
$0 (exited) | LMDX | 0 | -12,820 | $0 | MANULIFE FINANCIAL CORP |
|
|
$0 (exited) | MFC | 0 | -480 | $0 | MARATHON PETROLEUM CORP |
|
|
$0 (exited) | MPC | 0 | -167 | $0 | MICRON TECHNOLOGY |
|
|
$0 (exited) | MU | 0 | -67 | $0 | NETCAPITAL INC |
|
|
$0 (exited) | NCPL | 0 | -2,000 | $0 | NEW YORK TIMES CO |
|
|
$0 (exited) | NYT | 0 | -275 | $0 | PEMBINA PIPELINE CORP |
|
|
$0 (exited) | PBA | 0 | -2,666 | $0 | QUANTUMSCAPE CORP |
|
|
$0 (exited) | QS | 0 | -950 | $0 | RIO TINTO PLC |
|
|
$0 (exited) | RIO | 0 | -6,528 | $0 | ISHARES |
|
|
$0 (exited) | SLV | 0 | -14,000 | $0 | SANOFI AVENTIS |
|
|
$0 (exited) | SNY | 0 | -151 | $0 | SONY CORP |
|
|
$0 (exited) | SONY | 0 | -300 | $0 | TEGNA INC |
|
|
$0 (exited) | TGNA | 0 | -500 | $0 | HANOVER INSURANCE GROUP |
|
|
$0 (exited) | THG | 0 | -300 | $0 | VANGUARD |
|
|
$0 (exited) | VGT | 0 | -25 | $0 | WHEATON |
|
|
$0 (exited) | WPM | 0 | -10,612 | $0 | XEROX HOLDING CORP |
0 |
-12 |
$0 (exited) | XRX | 0 | -12 | $0 |
See Summary: Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Top Holdings
See Details: Top 10 Stocks Held By Loring Wolcott & Coolidge Fiduciary Advisors LLP MA
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