WELCH & FORBES LLC
RIA/Wealth
WELCH & FORBES LLC is a RIA/Wealth based in Boston, MA led by Adrienne G. Silbermann, reporting $9.2B in AUM as of Q3 2025 with NVDA as the largest holding (8% allocation).
PresidentAdrienne G. Silbermann
- Portfolio Value
- $8.3B
- Positions
- 382
- Top Holding
- NVDA at 7.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WELCH & FORBES LLC's portfolio (38.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $646.0M | 7.78% | -$14.2M Sold | 0.01% 3.5M shares | |
Software - Infrastructure Technology | $463.5M | 5.58% | -$1.7M Sold | 0.01% 894.8K shares | |
Consumer Electronics Technology | $438.5M | 5.28% | -$3.4M Sold | 0.01% 1.7M shares | |
Specialty Retail Consumer Cyclical | $311.0M | 3.75% | -$6.6M Sold | 0.34% 2.9M shares | |
Internet Content & Information Communication Services | $293.1M | 3.53% | -$1.0M Sold | 0.01% 1.2M shares | |
Financial - Credit Services Financial Services | $248.3M | 2.99% | -$1.8M Sold | 0.04% 727.2K shares | |
Banks - Diversified Financial Services | $211.7M | 2.55% | -$2.7M Sold | 0.02% 671.3K shares | |
Aerospace & Defense Industrials | $191.0M | 2.30% | -$2.3M Sold | 0.09% 1.1M shares | |
Medical - Devices Healthcare | $189.9M | 2.29% | -$283.5K Sold | 0.13% 513.6K shares | |
Home Improvement Consumer Cyclical | $173.2M | 2.09% | -$343.2K Sold | 0.04% 427.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WELCH & FORBES LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for WELCH & FORBES LLC
GthenA