The Analysis of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's Holdings


Currently, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds 527 types of securities in its portfolio with a total value $11.4B. In the most recent quarter, they have increased their positions in SNPS (+81.3K shares, valued at $37.1M), FI (+109.4K shares, valued at $13.6M), NOW (+11.9K shares, valued at $11.2M); decreased their positions in WEX (-292.8K shares, valued at $46.9M), CRM (-114.0K shares, valued at $29.1M), ADBE (-72.2K shares, valued at $25.6M); initiated new positions in GIL (+26.5K shares, valued at $1.6M), FICO (+779 shares, valued at $1.3M), OTEX (+28.0K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP1.9M shares-1.66%2025-09-302025-10-24history
MA MASTERCARD INC1.4M shares-1.45%2025-09-302025-10-24history
GOOGL ALPHABET INC3.0M shares-1.20%2025-09-302025-10-24history
INTU INTUIT927.4K shares0.40%2025-09-302025-10-24history
AMZN AMAZON.COM2.2M shares-0.60%2025-09-302025-10-24history
SYK STRYKER CORP1.2M shares-0.70%2025-09-302025-10-24history
DHR DANAHER CORP SHS BEN INT1.7M shares-0.31%2025-09-302025-10-24history
AAPL APPLE INC1.4M shares-2.39%2025-09-302025-10-24history
Sponsored
FI FISERV INC2.9M shares3.89%2025-09-302025-10-24history
NVDA NVIDIA CORP1.8M shares3.42%2025-09-302025-10-24history
TJX TJX COMPANIES INC2.2M shares-1.76%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC542.7K shares-0.52%2025-09-302025-10-24history
NOW SERVICENOW INC313.2K shares3.96%2025-09-302025-10-24history
AMT AMERICAN TOWER CORP1.4M shares-1.04%2025-09-302025-10-24history
COST COSTCO WHOLESALE CORP NEW241.6K shares0.39%2025-09-302025-10-24history
NXPI NXP SEMICONDUCTORS971.9K shares0.10%2025-09-302025-10-24history
Sponsored
ABT ABBOTT LABORATORIES1.7M shares-0.89%2025-09-302025-10-24history
V VISA INC574.0K shares2.61%2025-09-302025-10-24history
PAYC PAYCOM SOFTWARE INC949.4K shares-1.18%2025-09-302025-10-24history
VEEV VEEVA SYSTEMS INC642.6K shares5.45%2025-09-302025-10-24history
ADBE ADOBE SYSTEMS INC511.9K shares-12.36%2025-09-302025-10-24history
ADP AUTOMATIC DATA PROCESSING630.6K shares-1.16%2025-09-302025-10-24history
META META PLATFORMS INC CL A221.3K shares0.35%2025-09-302025-10-24history
PH PARKER-HANNIFIN CORP208.0K shares-0.52%2025-09-302025-10-24history
Sponsored
EOG EOG RESOURCES1.4M shares0.02%2025-09-302025-10-24history
SNPS SYNOPSYS INC303.7K shares36.55%2025-09-302025-10-24history
CNI CANADIAN NATIONAL RAILWAY1.4M shares-2.25%2025-09-302025-10-24history
CHD CHURCH & DWIGHT CO1.2M shares-3.02%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC212.6K shares-0.17%2025-09-302025-10-24history
ROP ROPER INDUSTRIES INC213.1K shares-1.25%2025-09-302025-10-24history
HD HOME DEPOT INC256.7K shares-0.45%2025-09-302025-10-24history
IDXX IDEXX LABS127.1K shares-3.47%2025-09-302025-10-24history
Sponsored
LOW LOWES COMPANIES330.0K shares-1.40%2025-09-302025-10-24history
TTD TRADE DESK INC1.4M shares9.21%2025-09-302025-10-24history
PM PHILIP MORRIS INTERNATIONAL488.0K shares-0.06%2025-09-302025-10-24history
WEX WEX INC475.4K shares-38.11%2025-09-302025-10-24history
SBUX STARBUCKS CORP877.3K shares2.82%2025-09-302025-10-24history
ORLY O'REILLY AUTOMOTIVE INC731.1K shares-1.10%2025-09-302025-10-24history
PG PROCTER & GAMBLE CO400.3K shares-1.38%2025-09-302025-10-24history
BR BROADRIDGE FINANCIAL SOLUTIONS254.1K shares-1.69%2025-09-302025-10-24history
Sponsored
ASML ASM LITHOGRAPHY HLDG N V53.1K shares6.19%2025-09-302025-10-24history
REGN REGENERON PHAR91.7K shares-8.19%2025-09-302025-10-24history
UNP UNION PACIFIC238.3K shares-1.33%2025-09-302025-10-24history
CRM SALESFORCE.COM204.1K shares-35.83%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON266.2K shares-1.31%2025-09-302025-10-24history
NKE NIKE INC CLASS B735.2K shares-2.08%2025-09-302025-10-24history
GOOG ALPHABET INC185.7K shares0.59%2025-09-302025-10-24history
ADI ANALOG DEVICES CORP193.5K shares1.38%2025-09-302025-10-24history
Sponsored
VLTO VERALTO CORPORATION448.4K shares-5.38%2025-09-302025-10-24history
XOM EXXON MOBIL CORP377.8K shares-0.80%2025-09-302025-10-24history
QCOM QUALCOMM INC248.3K shares-0.23%2025-09-302025-10-24history
MCD MCDONALDS CORP115.0K shares-3.44%2025-09-302025-10-24history
PEP PEPSICO INC214.1K shares-2.34%2025-09-302025-10-24history
DKS DICKS SPORTING GOODS INC142.0K shares13.01%2025-09-302025-10-24history
MRK MERCK & CO INC363.8K shares-4.03%2025-09-302025-10-24history
ACN ACCENTURE PLC96.0K shares-4.45%2025-09-302025-10-24history
Sponsored
ROST ROSS STORES INC140.8K shares-1.28%2025-09-302025-10-24history
JPM JP MORGAN CHASE & CO73.3K shares-3.00%2025-09-302025-10-24history
ALGN ALIGN TECHNOLOGY INC151.0K shares-7.22%2025-09-302025-10-24history
CBT CABOT CORP286.0K shares0.00%2025-09-302025-10-24history
MSCI MSCI INC33.7K shares4.49%2025-09-302025-10-24history
AMGN AMGEN INC57.5K shares-4.11%2025-09-302025-10-24history
ANET ARISTA NETWORKS INC103.9K shares0.00%2025-09-302025-10-24history
ABBV ABBVIE INC64.4K shares7.09%2025-09-302025-10-24history
Sponsored
HDB HDFC BANK LTD-ADR383.2K shares98.60%2025-09-302025-10-24history
RTX RTX CORP72.2K shares-6.35%2025-09-302025-10-24history
ECL ECOLAB INC45.3K shares-6.80%2025-09-302025-10-24history
WSO WATSCO INC33.6K shares-0.35%2025-09-302025-10-24history
CVX CHEVRON CORP71.4K shares-1.24%2025-09-302025-10-24history
LLY LILLY (ELI) & CO13.2K shares30.75%2025-09-302025-10-24history
BAC BANK OF AMERICA CORP187.8K shares7.51%2025-09-302025-10-24history
AVGO BROADCOM INC27.8K shares26.29%2025-09-302025-10-24history
Sponsored
ITW ILLINOIS TOOL WORKS36.4K shares1.28%2025-09-302025-10-24history
ROK ROCKWELL AUTOMATION22.9K shares-10.76%2025-09-302025-10-24history
KO COCA-COLA CO113.7K shares-0.28%2025-09-302025-10-24history
WMT WAL-MART STORES INC72.2K shares-12.02%2025-09-302025-10-24history
SPY SPDR11.0K shares-0.41%2025-09-302025-10-24history
VTI VANGUARD19.6K shares-7.10%2025-09-302025-10-24history
CL COLGATE PALMOLIVE CO82.6K shares26.85%2025-09-302025-10-24history
NVO NOVO-NORDISK A/S ADR112.0K shares-5.26%2025-09-302025-10-24history
Sponsored
CTAS CINTAS CORP28.4K shares-0.23%2025-09-302025-10-24history
DIS WALT DISNEY PRODUCTIONS48.2K shares15.97%2025-09-302025-10-24history
DE DEERE & CO11.5K shares0.39%2025-09-302025-10-24history
APD AIR PRODUCTS & CHEMICALS INC20.9K shares-1.51%2025-09-302025-10-24history
ISRG INTUITIVE SURGICAL INC9.3K shares35.36%2025-09-302025-10-24history
COP CONOCOPHILLIPS INC54.8K shares-2.80%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC53.8K shares-2.46%2025-09-302025-10-24history
HON HONEYWELL INTL INC COM19.9K shares-5.80%2025-09-302025-10-24history
Sponsored
GE GE AEROSPACE14.2K shares-0.94%2025-09-302025-10-24history
NSC NORFOLK SOUTHERN CORP15.1K shares-0.41%2025-09-302025-10-24history
SPGI S&P GLOBAL INC8.8K shares68.22%2025-09-302025-10-24history
ZTS ZOETIS INC28.3K shares-4.55%2025-09-302025-10-24history
NFLX NETFLIX INC3.5K shares172.95%2025-09-302025-10-24history
IBM INTL BUSINESS MACHINES CORP13.6K shares0.00%2025-09-302025-10-24history
PAYX PAYCHEX INC28.9K shares-3.38%2025-09-302025-10-24history
CSCO CISCO SYSTEMS51.0K shares0.00%2025-09-302025-10-24history
Sponsored
CB CHUBB LTD12.6K shares40.06%2025-09-302025-10-24history
COF CAPITAL ONE FINANCIAL16.1K shares-9.01%2025-09-302025-10-24history
QQQ INVESCO5.5K shares-0.18%2025-09-302025-10-24history
MS MORGAN STANLEY20.4K shares-3.71%2025-09-302025-10-24history
UL UNILEVER PLC SPONSORED ADR51.4K shares11.82%2025-09-302025-10-24history
VIG VANGUARD14.5K shares-0.31%2025-09-302025-10-24history
CMI CUMMINS INC7.5K shares0.00%2025-09-302025-10-24history
FDS FACTSET RESEARCH SYSTEMS INC10.8K shares-74.95%2025-09-302025-10-24history
Sponsored
STT STATE STREET CORP26.9K shares25.33%2025-09-302025-10-24history
BRK.A BERKSHIRE HATHAWAY INC4 shares0.00%2025-09-302025-10-24history
GLD SPDR GOLD TRUST7.6K shares-0.26%2025-09-302025-10-24history
BKNG BOOKING HOLDINGS INC564 shares16.05%2025-09-302025-10-24history
JKHY JACK HENRY & ASSOCIATES INC18.1K shares0.00%2025-09-302025-10-24history
TSLA TESLA MOTORS INC6.2K shares-0.59%2025-09-302025-10-24history
IWF ISHARES5.8K shares-7.55%2025-09-302025-10-24history
HSY THE HERSHEY COMPANY14.8K shares-6.56%2025-09-302025-10-24history
Sponsored
MDY SPDR4.5K shares-10.05%2025-09-302025-10-24history
EW EDWARDS LIFESCIENCE CORP34.8K shares-5.88%2025-09-302025-10-24history
GWW GRAINGER (WW) INC2.6K shares0.00%2025-09-302025-10-24history
PFE PFIZER95.5K shares-3.20%2025-09-302025-10-24history
PYPL PAYPAL HOLDINGS INC32.5K shares-40.84%2025-09-302025-10-24history
IVV ISHARES3.3K shares1.68%2025-09-302025-10-24history
VMI VALMONT INDUSTRIES INC5.2K shares0.00%2025-09-302025-10-24history
VOO VANGUARD3.4K shares-9.08%2025-09-302025-10-24history
Sponsored
SHOP SHOPIFY INC12.4K shares955.32%2025-09-302025-10-24history
IWO ISHARES6.2K shares0.00%2025-09-302025-10-24history
HASI HA SUSTAINABLE71.6K shares-72.50%2025-09-302025-10-24history
INTC INTEL CORP51.4K shares-20.70%2025-09-302025-10-24history
BX THE BLACKSTONE GROUP INC12.7K shares1118.19%2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO5.4K shares-0.28%2025-09-302025-10-24history
SNOW SNOWFLAKE INC CL A7.4K shares0.00%2025-09-302025-10-24history
MELI MERCADOLIBRE INC856 shares1.90%2025-09-302025-10-24history
Sponsored
KKR KKR & CO15.0K shares0.00%2025-09-302025-10-24history
OTIS OTIS WORLDWIDE CORPORATION19.1K shares-0.42%2025-09-302025-10-24history
ABNB AIRBNB INC CL A13.7K shares13607.00%2025-09-302025-10-24history
GNRC GENERAC HOLDINGS INC9.1K shares0.00%2025-09-302025-10-24history
LIN LINDE PLC3.8K shares22.86%2025-09-302025-10-24history
SYY SYSCO CORP21.6K shares0.01%2025-09-302025-10-24history
VRTX VERTEX PHARMACEUTICALS4.0K shares430.91%2025-09-302025-10-24history
GLW CORNING INC19.3K shares0.00%2025-09-302025-10-24history
Sponsored
BDX BECTON DICKINSON8.8K shares79.51%2025-09-302025-10-24history
IWD ISHARES7.9K shares0.00%2025-09-302025-10-24history
GIL GILDAN ACTIVEWEAR INC26.5K sharesnew addition2025-09-302025-10-24history
TDG TRANSDIGM GROUP INC COM1.1K shares311.72%2025-09-302025-10-24history
DD DUPONT DE NEMOURS INC18.0K shares-12.02%2025-09-302025-10-24history
IWN ISHARES8.0K shares0.00%2025-09-302025-10-24history
GEV GE VERNOVA INC2.4K shares0.00%2025-09-302025-10-24history
VUSB VANGUARD27.5K shares17.13%2025-09-302025-10-24history
Sponsored
FNF FIDELITY NATIONAL FINANCIAL22.8K shares745.17%2025-09-302025-10-24history
CAT CATERPILLAR INC2.4K shares-12.43%2025-09-302025-10-24history
FICO FAIR ISAAC CORP779 sharesnew addition2025-09-302025-10-24history
TKR TIMKEN CO16.0K shares0.00%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP2.5K shares-0.98%2025-09-302025-10-24history
SHEL ROYAL DUTCH SHELL PLC15.9K shares-3.05%2025-09-302025-10-24history
EMR EMERSON ELECTRIC CO8.7K shares0.00%2025-09-302025-10-24history
XYL XYLEM INC7.8K shares92.65%2025-09-302025-10-24history
Sponsored
AMD ADVANCE MICRO DEVICES4.9K shares-7.08%2025-09-302025-10-24history
BALL BALL CORP22.5K shares-18.70%2025-09-302025-10-24history
AWK AMERICAN WATER WORKS CO INC7.7K shares-8.36%2025-09-302025-10-24history
CPRT COPART INC24.5K shares21593.81%2025-09-302025-10-24history
OTEX OPEN TEXT CORP28.0K sharesnew addition2025-09-302025-10-24history
IVW ISHARES8.9K shares0.00%2025-09-302025-10-24history
VZ VERIZON27.8K shares253.14%2025-09-302025-10-24history
MKC MCCORMICK & COMPANY15.7K shares-6.80%2025-09-302025-10-24history
Sponsored
MCK MCKESSON CORP1.3K shares-2.94%2025-09-302025-10-24history
MTD METTLER TOLEDO INTL715 shares0.00%2025-09-302025-10-24history
SPOT SPOTIFY TECH1.5K shares4234.29%2025-09-302025-10-24history
MDLZ MONDELEZ INTERNATIONAL INC16.7K shares-13.49%2025-09-302025-10-24history
AER AERCAP HOLDINGS NV8.4K sharesnew addition2025-09-302025-10-24history
TXN TEXAS INSTRUMENTS INC5.9K shares-74.13%2025-09-302025-10-24history
BSX BOSTON SCIENTIFIC CORP9.6K shares679.24%2025-09-302025-10-24history
EFV ISHARES14.4K shares-6.00%2025-09-302025-10-24history
Sponsored
VUG VANGUARD2.0K shares0.00%2025-09-302025-10-24history
IQV IQVIA HOLDINGS INC4.4K shares-39.65%2025-09-302025-10-24history
VEA VANGUARD15.8K shares0.00%2025-09-302025-10-24history
RNR RENAISSANCERE HOLDINGS LTD4.0K sharesnew addition2025-09-302025-10-24history
CCI CROWN CASTLE INTL CORP9.8K shares614.60%2025-09-302025-10-24history
APH AMPHENOL CORP7.1K shares-2.34%2025-09-302025-10-24history
LH LABCORP HOLDINGS INC3.4K sharesnew addition2025-09-302025-10-24history
SCHW CHARLES SCHWAB CORP NEW10.1K sharesnew addition2025-09-302025-10-24history
Sponsored
RBA RB GLOBAL INC9.3K sharesnew addition2025-09-302025-10-24history
SPG SIMON PROPERTIES GROUP (NEW)5.3K shares0.00%2025-09-302025-10-24history
FAST FASTENAL CO21.9K shares0.00%2025-09-302025-10-24history
BIIB BIOGEN IDEC INC6.2K shares0.00%2025-09-302025-10-24history
ORCL ORACLE CORP COM3.3K shares-2.39%2025-09-302025-10-24history
MCO MOODYS CORP1.9K shares-5.05%2025-09-302025-10-24history
TEL TE3.8K shares125.15%2025-09-302025-10-24history
ENB ENBRIDGE INC18.8K shares-11.33%2025-09-302025-10-24history
Sponsored
VTV VANGUARD4.7K shares36.89%2025-09-302025-10-24history
OMC OMNICOM GROUP INC11.0K shares1041.67%2025-09-302025-10-24history
WMG WARNER MUSIC GROUP CORP25.9K sharesnew addition2025-09-302025-10-24history
NVS NOVARTIS AG ADR6.6K shares0.00%2025-09-302025-10-24history
GILD GILEAD SCIENCES7.1K shares0.00%2025-09-302025-10-24history
XLV SPDR5.7K sharesnew addition2025-09-302025-10-24history
ESGV VANGUARD7.0K shares0.00%2025-09-302025-10-24history
IWM ISHARES3.3K shares4.44%2025-09-302025-10-24history
Sponsored
A AGILENT TECHNOLOGIES5.5K shares0.00%2025-09-302025-10-24history
AME AMETEK INC NEW4.2K shares240.19%2025-09-302025-10-24history
BN BROOKFIELD CORPORATION17.5K sharesnew addition2025-09-302025-10-24history
DCI DONALDSON CO INC9.5K shares0.00%2025-09-302025-10-24history
PANW PALO ALTO NETWORKS INC3.7K shares-6.06%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC2.1K shares155.45%2025-09-302025-10-24history
ACGL ARCH CAPITAL GROUP LTD8.7K sharesnew addition2025-09-302025-10-24history
LIND LINDBLAD EXPEDITIONS HOLDINGS60.6K shares0.00%2025-09-302025-10-24history
Sponsored
TSCO TRACTOR SUPPLY CO12.7K shares0.00%2025-09-302025-10-24history
MDT MEDTRONIC PLC7.6K shares669.04%2025-09-302025-10-24history
ALNY ALNYLAM PHARMACEUTICALS1.5K shares0.00%2025-09-302025-10-24history
CVS CVS HEALTH CORP8.7K shares-3.04%2025-09-302025-10-24history
WWD WOODWARD INC COM2.7K sharesnew addition2025-09-302025-10-24history
VEU VANGUARD9.6K shares0.00%2025-09-302025-10-24history
PPG PPG INDUSTRIES INC6.7K sharesnew addition2025-09-302025-10-24history
XLK SPDR2.4K shares0.00%2025-09-302025-10-24history
Sponsored
MO ALTRIA GROUP INC10.5K shares0.00%2025-09-302025-10-24history
DOV DOVER CORP3.7K shares0.00%2025-09-302025-10-24history
BA BOEING CO3.1K shares-19.75%2025-09-302025-10-24history
C CITIGROUP INC6.9K sharesnew addition2025-09-302025-10-24history
GIS GENERAL MILLS INC13.9K shares-3.48%2025-09-302025-10-24history
WPC W P CAREY INC9.8K shares0.00%2025-09-302025-10-24history
HBI HANESBRANDS INC95.0K sharesnew addition2025-09-302025-10-24history
CMCSA COMCAST CORP22.0K shares-11.64%2025-09-302025-10-24history
Sponsored
EFA ISHARES6.7K shares13.09%2025-09-302025-10-24history
FANG DIAMONDBACK4.3K shares0.00%2025-09-302025-10-24history
FSLR FIRST SOLAR INC2.8K shares3.41%2025-09-302025-10-24history
MMC MARSH & MCLENNAN3.3K shares0.00%2025-09-302025-10-24history
PEN PENUMBRA INC2.4K shares0.00%2025-09-302025-10-24history
RSP INVESCO3.2K shares0.00%2025-09-302025-10-24history
CTVA CORTEVA INC9.7K shares-7.01%2025-09-302025-10-24history
HAS HASBRO INC7.8K sharesnew addition2025-09-302025-10-24history
Sponsored
LKQ LKQ CORP19.3K sharesnew addition2025-09-302025-10-24history
BLK BLACKROCK INC516 shares-16.23%2025-09-302025-10-24history
TYL TYLER TECHNOLOGIES INC1.1K shares0.00%2025-09-302025-10-24history
AFL AFLAC INC5.4K shares0.00%2025-09-302025-10-24history
VAL VALARIS LTD10.0K shares0.00%2025-09-302025-10-24history
POOL POOL CORP1.9K shares0.00%2025-09-302025-10-24history
IJR ISHARES4.7K shares0.00%2025-09-302025-10-24history
SHW SHERWIN WILLIAMS CO1.7K shares-76.44%2025-09-302025-10-24history
Sponsored
RS RELIANCE STEEL & ALUMINUM2.0K sharesnew addition2025-09-302025-10-24history
FTV FORTIVE CORP11.0K shares-6.99%2025-09-302025-10-24history
XPO XPO LOGISTICS INC4.3K sharesnew addition2025-09-302025-10-24history
DIA SPDR1.2K shares0.00%2025-09-302025-10-24history
CMG CHIPOTLE MEXICAN GRILL12.8K shares-27.99%2025-09-302025-10-24history
HCA HCA HEALTHCARE INC1.2K shares502.50%2025-09-302025-10-24history
MMM 3M COMPANY3.0K shares0.00%2025-09-302025-10-24history
CBRE CBRE GROUP INC3.1K sharesnew addition2025-09-302025-10-24history
Sponsored
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TMUS T-MOBILE US INC2.3K shares16.91%2025-09-302025-10-24history
CSL CARLISLE COS INC1.5K shares3910.81%2025-09-302025-10-24history
KHC KRAFT HEINZ CO19.7K shares13046.67%2025-09-302025-10-24history
IJK ISHARES5.2K shares-3.62%2025-09-302025-10-24history
TGT TARGET CORP5.3K shares-29.61%2025-09-302025-10-24history
PSX PHILLIPS 663.6K shares0.00%2025-09-302025-10-24history
PNC PNC FINANCIAL CORP2.6K shares-1.86%2025-09-302025-10-24history
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ULTA ULTA BEAUTY INC915 shares9.58%2025-09-302025-10-24history
CI CIGNA CORPORATION1.6K shares-9.01%2025-09-302025-10-24history
KMX CARMAX INC10.7K sharesnew addition2025-09-302025-10-24history
DBJP XTRACKERS5.1K shares0.00%2025-09-302025-10-24history
ALLE ALLEGION PLC2.6K sharesnew addition2025-09-302025-10-24history
FLIN FRANKLIN FTSE INDIA ETF11.1K shares1.50%2025-09-302025-10-24history
CARR CARRIER GLOBAL CORP7.7K shares-5.29%2025-09-302025-10-24history
CCJ CAMECO CORP5.0K shares0.00%2025-09-302025-10-24history
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ADSK AUTODESK INC1.4K shares0.00%2025-09-302025-10-24history
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COKE COCA COLA BOTTLING3.1K shares0.00%2025-09-302025-10-24history
INGR INGREDION INC3.3K sharesnew addition2025-09-302025-10-24history
IVE ISHARES1.9K shares0.00%2025-09-302025-10-24history
BP BP PLC SPONSORED ADR11.0K shares-4.34%2025-09-302025-10-24history
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KMB KIMBERLY-CLARK CORP3.1K shares0.00%2025-09-302025-10-24history
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SEM SELECT MED HLDGS CORP25.6K shares-90.70%2025-09-302025-10-24history
BMY BRISTOL-MYERS SQUIBB CO8.3K shares-40.12%2025-09-302025-10-24history
CDNS CADENCE DESIGN SYSTEMS INC1.1K shares0.00%2025-09-302025-10-24history
XRAY DENTSPLY SIRONA INC27.0K sharesnew addition2025-09-302025-10-24history
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WFC WELLS FARGO & CO (NEW)4.0K shares-3.12%2025-09-302025-10-24history
LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.00%2025-09-302025-10-24history
PODD INSULET CORP1.0K shares0.00%2025-09-302025-10-24history
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IJH ISHARES4.9K shares-34.81%2025-09-302025-10-24history
IWS ISHARES2.3K shares0.00%2025-09-302025-10-24history
DOW DOW INC12.9K shares-11.12%2025-09-302025-10-24history
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YUM YUM! BRANDS2.1K shares0.00%2025-09-302025-10-24history
WM WASTE MANAGEMENT INC1.4K shares0.00%2025-09-302025-10-24history
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J JACOBS SOLUTIONS INC1.8K shares-10.00%2025-09-302025-10-24history
VONG VANGUARD2.4K shares5.02%2025-09-302025-10-24history
BTU PEABODY ENERGY10.0K shares0.00%2025-09-302025-10-24history
VO VANGUARD990 shares0.00%2025-09-302025-10-24history
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UPS UNITED PARCEL SERVICE3.3K shares-10.81%2025-09-302025-10-24history
EQIX EQUINIX INC340 shares-51.29%2025-09-302025-10-24history
IWV ISHARES710 shares0.00%2025-09-302025-10-24history
CRWD CROWDSTRIKE HOLDINGS INC CLASS A515 shares0.00%2025-09-302025-10-24history
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SO SOUTHERN CO2.6K shares0.00%2025-09-302025-10-24history
TSM TAIWAN SEMICONDUCTER ADR863 shares1.89%2025-09-302025-10-24history
KNSL KINSALE CAP GROUP550 shares0.00%2025-09-302025-10-24history
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MMYT MAKEMYTRIP LTD2.7K shares26.34%2025-09-302025-10-24history
HPQ HP INC8.7K shares0.00%2025-09-302025-10-24history
AEP AMERICAN ELECTRIC POWER INC2.1K shares-6.77%2025-09-302025-10-24history
ED CONSOLIDATED EDISON INC2.4K shares0.00%2025-09-302025-10-24history
MGY MAGNOLIA OIL & GAS CORP10.0K shares0.00%2025-09-302025-10-24history
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AUB ATLANTIC UNION BANKSHARES CORP6.5K shares0.00%2025-09-302025-10-24history
MDGL MADRIGAL PHARMACEUTICALS INC500 sharesnew addition2025-09-302025-10-24history
F FORD MOTOR CO17.0K shares-3.36%2025-09-302025-10-24history
MTB M & T BANK CORP1.2K shares0.00%2025-09-302025-10-24history
EBAY EBAY INC2.1K shares-4.34%2025-09-302025-10-24history
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ETN EATON CORP540 shares0.00%2025-09-302025-10-24history
SU SUNCOR ENERGY INC NEW5.0K shares0.00%2025-09-302025-10-24history
ARKK ARK2.2K shares-7.62%2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP575 shares0.00%2025-09-302025-10-24history
D DOMINION ENERGY INC3.2K shares0.00%2025-09-302025-10-24history
IJT ISHARES1.3K shares-4.29%2025-09-302025-10-24history
TRV THE TRAVELERS COMPANIES700 shares0.00%2025-09-302025-10-24history
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ARKW ARK1.1K shares-22.54%2025-09-302025-10-24history
CEG CONSTELLATION ENERGY CORP510 shares-13.56%2025-09-302025-10-24history
IFN INDIA FUND12.0K shares0.00%2025-09-302025-10-24history
AVAV AEROVIRONMENT INC500 shares0.00%2025-09-302025-10-24history
VCR VANGUARD462 shares0.00%2025-09-302025-10-24history
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OKE ONEOK INC (NEW)2.5K shares0.00%2025-09-302025-10-24history
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DBEU XTRACKERS3.6K shares0.00%2025-09-302025-10-24history
KDP KEURIG DR PEPPER INC6.0K shares0.00%2025-09-302025-10-24history
CINF CINCINNATI FINANCIAL CORP1.1K shares0.00%2025-09-302025-10-24history
COR CENCORA INC500 shares-96.63%2025-09-302025-10-24history
STZ CONSTELLATION BRANDS CL A1.2K shares-31.05%2025-09-302025-10-24history
NTRS NORTHERN TRUST CORP1.3K shares0.00%2025-09-302025-10-24history
VGIT VANGUARD2.7K shares0.00%2025-09-302025-10-24history
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ULS UL SOLUTIONS INC CL A2.0K sharesnew addition2025-09-302025-10-24history
EL ESTEE LAUDER COMPANIES1.6K shares0.00%2025-09-302025-10-24history
CPNG COUPANG INC5.0K shares0.00%2025-09-302025-10-24history
VRT VERTIV HOLDINGS A850 shares13.33%2025-09-302025-10-24history
CSX CSX CORP4.3K shares-18.04%2025-09-302025-10-24history
AZO AUTOZONE INC40 shares-20.00%2025-09-302025-10-24history
IWR ISHARES1.6K shares30.60%2025-09-302025-10-24history
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AVY AVERY DENNISON CORP816 shares0.00%2025-09-302025-10-24history
UBER UBER TECHNOLOGIES INC1.6K shares-23.75%2025-09-302025-10-24history
GS GOLDMAN SACHS202 shares0.00%2025-09-302025-10-24history
IBDQ ISHARES6.0K shares0.00%2025-09-302025-10-24history
ALL ALLSTATE INSURANCE750 shares-3.23%2025-09-302025-10-24history
TWLO TWILIO INC1.3K shares0.00%2025-09-302025-10-24history
MTUS TIMKENSTEEL CORP8.0K shares0.00%2025-09-302025-10-24history
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XEL XCEL ENERGY INC COM1.7K shares0.00%2025-09-302025-10-24history
XLE SPDR1.5K shares0.00%2025-09-302025-10-24history
USB US BANCORP2.7K shares0.00%2025-09-302025-10-24history
BTI BRITISH AMERICAN TOBACCO2.5K shares0.00%2025-09-302025-10-24history
DVN DEVON ENERGY CORP NEW3.8K shares0.00%2025-09-302025-10-24history
GM GENERAL MOTORS CO1.9K shares-60.95%2025-09-302025-10-24history
MDB MONGODB INC380 shares0.00%2025-09-302025-10-24history
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VRSN VERISIGN500 shares0.00%2025-09-302025-10-24history
BF.B BROWN FORMAN CORP4.5K shares-69.77%2025-09-302025-10-24history
TRP TC ENERGY CORPORATION2.5K shares0.00%2025-09-302025-10-24history
ESGU ISHARES837 shares0.00%2025-09-302025-10-24history
BBT BEACON FINANCIAL CORP5.0K sharesnew addition2025-09-302025-10-24history
GEHC GE HEALTHCARE TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-24history
CP CANADIAN PACIFIC KANSAS CITY LTD1.6K shares-12.29%2025-09-302025-10-24history
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AJG GALLAGHER (ARTHUR J)400 shares40.35%2025-09-302025-10-24history
VWO VANGUARD2.0K shares0.00%2025-09-302025-10-24history
VST VISTRA ENERGY CORP550 shares0.00%2025-09-302025-10-24history
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NTES NETEASE INC SPONSORED ADR700 shares0.00%2025-09-302025-10-24history
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RIVN RIVIAN AUTOMOTIVE INC7.1K shares0.00%2025-09-302025-10-24history
EPD ENTERPRISE PRODUCTS PARTNERS LP3.0K shares0.00%2025-09-302025-10-24history
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NOC NORTHROP GRUMMAN CORP150 shares0.00%2025-09-302025-10-24history
TD TORONTO-DOMINION BANK1.1K shares0.00%2025-09-302025-10-24history
FE FIRSTENERGY CORP1.9K shares0.00%2025-09-302025-10-24history
TW TRADEWEB MARKETS INC810 shares0.00%2025-09-302025-10-24history
DGRW WISDOM TREE1.0K shares-45.05%2025-09-302025-10-24history
UBCP UNITED BANCORP INC6.9K shares0.00%2025-09-302025-10-24history
EFG ISHARES749 shares0.00%2025-09-302025-10-24history
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TT TRANE TECHNOLOGIES PLC210 shares1135.29%2025-09-302025-10-24history
PRGS PROGRESS SOFTWARE1.8K shares0.00%2025-09-302025-10-24history
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FDX FEDEX CORP335 shares-29.47%2025-09-302025-10-24history
APP APPLOVIN CORP135 shares0.00%2025-09-302025-10-24history
MCHP MICROCHIP TECHNOLOGY INC1.2K shares0.00%2025-09-302025-10-24history
PFG PRINCIPAL FINANCIAL GROUP INC950 shares0.00%2025-09-302025-10-24history
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EXPD EXPEDITORS INTL WASH INC633 sharesnew addition2025-09-302025-10-24history
SRE SEMPRA ENERGY800 shares0.00%2025-09-302025-10-24history
SEIC SEI CORP900 shares0.00%2025-09-302025-10-24history
CAR AVIS BUDGET GROUP INC450 shares0.00%2025-09-302025-10-24history
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IGSB ISHARES1.3K shares0.00%2025-09-302025-10-24history
SLF SUN LIFE FINANCIAL INC1.1K shares0.00%2025-09-302025-10-24history
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ENPH ENPHASE ENERGY1.8K shares-38.05%2025-09-302025-10-24history
LNC LINCOLN NATIONAL CORP1.7K shares0.00%2025-09-302025-10-24history
KVUE KENVUE INC4.3K shares0.00%2025-09-302025-10-24history
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RGLD ROYAL GOLD INC350 shares0.00%2025-09-302025-10-24history
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PRU PRUDENTIAL FINANCIAL INC600 shares0.00%2025-09-302025-10-24history
BCPC BALCHEM CORP360 shares-73.03%2025-09-302025-10-24history
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SCCO SOUTHERN COPPER418 shares0.97%2025-09-302025-10-24history
SEDG SOLAREDGE TECHNOLOGIES INC1.4K shares0.00%2025-09-302025-10-24history
ATR APTARGROUP INC400 shares0.00%2025-09-302025-10-24history
ITOT ISHARES356 shares-29.64%2025-09-302025-10-24history
VOE VANGUARD296 sharesnew addition2025-09-302025-10-24history
ES EVERSOURCE ENERGY695 shares0.00%2025-09-302025-10-24history
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AMTM AMENTUM2.2K shares0.00%2025-09-302025-10-24history
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VNLA JANUS HENDERSON1.0K shares0.00%2025-09-302025-10-24history
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HUM HUMANA INC165 shares0.00%2025-09-302025-10-24history
VSTM VERASTEM INC5.9K shares0.00%2025-09-302025-10-24history
SJM SMUCKER J M CO443 shares0.00%2025-09-302025-10-24history
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SIRI SIRIUS XM2.1K shares-32.27%2025-09-302025-10-24history
NXT NEXTRACKER INC CLASS A500 shares0.00%2025-09-302025-10-24history
SPIB SPDR1.3K shares0.00%2025-09-302025-10-24history
BF.A BROWN FORMAN CORP1.6K shares0.00%2025-09-302025-10-24history
JPST JPMORGAN837 shares0.00%2025-09-302025-10-24history
OZK BANK OZK930 shares0.00%2025-09-302025-10-24history
O REALTY INCOME CORPORATION666 shares0.00%2025-09-302025-10-24history
SUB ISHARES375 shares0.00%2025-09-302025-10-24history
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EBC EASTERN BANKSHARES INC2.1K shares-8.70%2025-09-302025-10-24history
KAI KADANT INC130 shares0.00%2025-09-302025-10-24history
SWKS SKYWORKS SOLUTIONS INC494 shares0.00%2025-09-302025-10-24history
UGI UGI CORP NEW1.1K shares0.00%2025-09-302025-10-24history
LLYVK LIBERTY MEDIA CORPORATION392 shares-4.85%2025-09-302025-10-24history
LULU LULULEMON ATHLETICA INC200 shares0.00%2025-09-302025-10-24history
CASY CASEYS GENERAL STORE INC67 shares0.00%2025-09-302025-10-24history
NTAP NETAPP INC300 shares0.00%2025-09-302025-10-24history
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VTR VENTAS INC500 shares0.00%2025-09-302025-10-24history
VLO VALERO ENERGY CORP200 shares0.00%2025-09-302025-10-24history
GSK GLAXOSMITHKLINE PLC ADR760 shares0.00%2025-09-302025-10-24history
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GBDC GOLUB CAPITAL BDC INC2.3K sharesnew addition2025-09-302025-10-24history
WMS ADVANCED DRAINAGE SYSTEMS INC233 shares0.00%2025-09-302025-10-24history
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TTEK TETRA TECH INC900 shares0.00%2025-09-302025-10-24history
MTN VAIL RESORTS INC195 shares0.00%2025-09-302025-10-24history
VTRS VIATRIS INC2.8K shares-20.17%2025-09-302025-10-24history
BAX BAXTER INTERNATIONAL INC1.2K shares0.00%2025-09-302025-10-24history
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NUE NUCOR CORP200 shares0.00%2025-09-302025-10-24history
CME CME GROUP INC100 sharesnew addition2025-09-302025-10-24history
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AAXJ ISHARES275 shares0.00%2025-09-302025-10-24history
ONON ON HOLDING AG CL A590 shares0.00%2025-09-302025-10-24history
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CDZI CADIZ INC5.0K shares0.00%2025-09-302025-10-24history
ILMN ILLUMINA INC250 shares-1.57%2025-09-302025-10-24history
FMS FRESENIUS MEDICAL CARE AG926 shares0.00%2025-09-302025-10-24history
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KD KYNDRYL HOLDINGS INCORPORATION828 shares0.00%2025-09-302025-10-24history
IBB ISHARES150 shares0.00%2025-09-302025-10-24history
XCEM COLUMBIA EMERGING MARKETS600 sharesnew addition2025-09-302025-10-24history
HOOD ROBINHOOD MARKETS INC CLASS A160 shares0.00%2025-09-302025-10-24history
DUK DUKE ENERGY CORP168 shares-30.00%2025-09-302025-10-24history
ZBH ZIMMER HOLDINGS INC200 shares-50.00%2025-09-302025-10-24history
BNTX BIONTECH SE ADR190 shares0.00%2025-09-302025-10-24history
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RUN SUNRUN INC1.0K shares-7.92%2025-09-302025-10-24history
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UNB UNION BANKSHARES INC775 shares0.00%2025-09-302025-10-24history
OXY.WS OCCIDENTAL PETROLEUM CORP905 shares0.00%2025-09-302025-10-24history
SMCI SUPER MICRO COMPUTER400 shares0.00%2025-09-302025-10-24history
SCZ ISHARES230 shares-74.33%2025-09-302025-10-24history
KR KROGER CO252 shares0.00%2025-09-302025-10-24history
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PHO INVESCO206 shares0.00%2025-09-302025-10-24history
FWONA LIBERTY MEDIA CORPORATION166 shares0.00%2025-09-302025-10-24history
COGT COGENT BIOSCIENCES1.0K shares0.00%2025-09-302025-10-24history
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RWO SPDR300 shares0.00%2025-09-302025-10-24history
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VDE VANGUARD108 shares0.00%2025-09-302025-10-24history
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AEG AEGON LTD1.6K shares0.00%2025-09-302025-10-24history
TPZ TORTOISE CAPITAL542 shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available