Cabot Wealth Management Inc Purchases in Q2 2025

Cabot Wealth Management Inc

  • $836 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
1.91K
+ 1.09%
$59.09 - $98.75 $113K - $189K
177K $17.4M
FNDF
Schwab Fundamental Intl Large

ETFs
103K
+ 25.58%
$32.25 - $40.02 $3.33M - $4.13M
506K $20.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
176K
New
$24.12 - $25.48 $4.24M - $4.48M
176K $4.48M
ISRG
Intuitive Surgical Inc

Healthcare
7.89K
New
$451.58 - $565.94 $3.56M - $4.46M
7.89K $4.28M
AXON
Axon Enterprise, Inc.

Industrials
4.76K
New
$497.13 - $827.94 $2.36M - $3.94M
4.76K $3.94M
NVDA
Nvidia Corp

Technology
10.5K
+ 23.42%
$94.31 - $157.99 $988K - $1.66M
55.2K $8.73M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
84.6K
+ 33.17%
$24.38 - $30.18 $2.06M - $2.55M
340K $10.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
76.5K
+ 30.81%
$26.66 - $33.09 $2.04M - $2.53M
325K $10.7M
GOOG
Alphabet Inc.

Communication Services
583
+ 0.48%
$146.58 - $180.01 $85.5K - $105K
123K $21.8M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
991
+ 0.93%
$134.25 - $172.52 $133K - $171K
108K $18.6M
META
Meta Platforms, Inc.

Communication Services
275
+ 2.69%
$484.66 - $738.09 $133K - $203K
10.5K $7.74M
MSFT
Microsoft Corp

Technology
200
+ 1.48%
$354.56 - $497.45 $70.9K - $99.5K
13.7K $6.82M
MSCI
Msci Inc.

Financial Services
2.71K
New
$506.56 - $576.74 $1.37M - $1.56M
2.71K $1.56M
CDW
Cdw Corp

Technology
167
+ 0.24%
$144.49 - $190.68 $24.1K - $31.8K
71K $12.7M
CCL
Carnival Corp

Consumer Cyclical
41K
New
$16.43 - $28.12 $673K - $1.15M
41K $1.15M
OZK
Bank Ozk

Financial Services
1.1K
+ 0.37%
$37.58 - $47.34 $41.5K - $52.2K
296K $13.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.9K
+ 12.66%
$82.21 - $83.12 $974K - $985K
105K $8.74M
FNDX
Schwab Fundamental U S Large C

ETFs
8.62K
+ 1.33%
$20.84 - $24.54 $180K - $211K
657K $16.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.97K
+ 3.88%
$152.93 - $181.74 $301K - $358K
52.7K $9.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 0.63%
$4164.15 - $5789.24 $16.7K - $23.2K
635 $3.68M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.13K
+ 2.44%
$60.34 - $74.89 $128K - $159K
89.3K $6.69M
ASML
Asml Holding Nv

Technology
77
+ 1.7%
$595.37 - $815.24 $45.8K - $62.8K
4.61K $3.7M
NVO
Novo Nordisk A S

Healthcare
9.99K
+ 7.64%
$58.08 - $81.05 $580K - $810K
141K $9.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
835
+ 2.21%
$152.42 - $182.82 $127K - $153K
38.7K $7.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
249
+ 1.6%
$171.4 - $227.1 $42.7K - $56.5K
15.8K $3.59M
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 0.47%
$221.86 - $362.89 $8.65K - $14.2K
8.34K $2.65M
AMT
American Tower Corp

Real Estate
1.24K
+ 2.54%
$203.96 - $228.19 $253K - $283K
50.2K $11.1M
SYY
Sysco Corp

Consumer Defensive
4.44K
+ 2.97%
$68.0 - $75.91 $302K - $337K
154K $11.7M
EWX
Spdr S&P Emerging Markets Smal

ETFs
5.37K
+ 31.71%
$49.89 - $62.13 $268K - $334K
22.3K $1.38M
GLDM
World Gold Trust

ETFs
1.98K
+ 2.91%
$58.96 - $67.97 $117K - $134K
70K $4.58M
FNDA
Schwab Fundamental U S Small C

ETFs
5.91K
+ 4.04%
$23.85 - $28.69 $141K - $170K
152K $4.36M
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.38%
$144.7 - $178.6 $8.68K - $10.7K
15.9K $2.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.22K
+ 16.64%
$32.41 - $42.59 $137K - $180K
29.5K $1.26M
FNDC
Schwab Fundamental Intl Small

ETFs
154
+ 0.27%
$32.97 - $42.05 $5.08K - $6.48K
56.9K $2.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.02K
+ 1.41%
$32.66 - $40.75 $33.3K - $41.5K
73.5K $2.98M
AVGO
Broadcom Inc.

Technology
997
New
$146.29 - $275.65 $146K - $275K
997 $274K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
785
+ 1.65%
$30.87 - $39.17 $24.2K - $30.7K
48.3K $1.89M
LOW
Lowes Companies Inc

Consumer Cyclical
1K
New
$210.83 - $235.28 $211K - $235K
1K $221K
INTF
Ishares Tr

ETFs
713
+ 1.28%
$27.6 - $34.51 $19.7K - $24.6K
56.4K $1.93M
FLGB
Franklin Templeton ETF Tr

ETFs
82
+ 0.08%
$25.34 - $31.3 $2.08K - $2.57K
107K $3.28M
ROL
Rollins Inc

Consumer Cyclical
245
+ 0.3%
$50.65 - $58.58 $12.4K - $14.4K
80.9K $4.57M
MEDP
Medpace Holdings, Inc.

Healthcare
74
+ 0.41%
$277.23 - $315.28 $20.5K - $23.3K
18K $5.66M
JHMB
John Hancock Exchange Traded

ETFs
8.69K
+ 1.28%
$21.45 - $22.26 $186K - $194K
690K $15.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.87K
+ 2.86%
N/A
67.4K $5.78M
C
Citigroup Inc

Financial Services
73
+ 0.77%
$58.13 - $85.12 $4.24K - $6.21K
9.56K $813K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.9K
+ 4.34%
$51.68 - $52.76 $98.2K - $100K
45.7K $2.41M
CRM
Salesforce, Inc.

Technology
122
+ 1.11%
$236.26 - $291.15 $28.8K - $35.5K
11.1K $3.03M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.62K
+ 4.57%
$23.96 - $24.27 $62.8K - $63.6K
59.9K $1.45M
IBDV
Ishares Tr

Technology
2.28K
+ 3.46%
$21.28 - $21.98 $48.4K - $50K
68.1K $1.5M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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