Cabot Wellington, LLC Portfolio Holdings

Cabot Wellington, LLC

  • $266 Billion
  • Q3 2024

Cabot Wellington, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $266 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $201B, Ishares Tr with a value of $60.7B, Vanguard Small Cap ETF with a value of $3.75B, and Vanguard Total World Stk Index with a value of $223M.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $255B to 266B.

Cabot Wellington, LLC is based out at Boston, MA

Below you can find more details about Cabot Wellington, LLC portfolio as well as his latest detailed transactions.

Portfolio value $266 Billion
ETFs: $266 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$201 Billion 75.68% of portfolio
711,024
Q3 2024 Reduced 1.63%
$0
$60.7 Billion 22.83% of portfolio
778,094
Q3 2024 Reduced 1.31%
$0
$3.75 Billion 1.41% of portfolio
15,800
Q3 2024 Reduced 24.29%
$0
$223 Million 0.08% of portfolio
1,859
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $266 Billion
  • Prior Value $255 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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