Cabot Wealth Management Inc Purchases in Q3 2024

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
173K
+ 162.01%
$90.85 - $96.66 $15.7M - $16.7M
280K $26.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
62.4K
New
$85.84 - $85.84 $5.36M - $5.36M
62.4K $5.36M
MELI
Mercadolibre Inc

Consumer Cyclical
12
+ 0.11%
$1591.44 - $2140.1 $19.1K - $25.7K
10.8K $22.1M
FICO
Fair Isaac Corp

Technology
986
+ 93.99%
$1496.51 - $1947.38 $1.48M - $1.92M
2.04K $3.96M
HD
Home Depot, Inc.

Consumer Cyclical
148
+ 0.44%
$333.64 - $405.2 $49.4K - $60K
33.9K $13.7M
BAH
Booz Allen Hamilton Holding Corp

Industrials
12.4K
+ 126.55%
$138.82 - $162.76 $1.73M - $2.02M
22.3K $3.62M
SONY
Sony Group Corp

Technology
1.69K
+ 1.03%
$81.61 - $98.65 $138K - $167K
166K $16M
AMT
American Tower Corp

Real Estate
1.15K
+ 2.54%
$192.27 - $242.73 $222K - $280K
46.6K $10.8M
JHMB
John Hancock Exchange Traded

ETFs
63.9K
+ 10.29%
$21.34 - $22.79 $1.36M - $1.46M
685K $15.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
14.5K
+ 75.03%
$88.06 - $109.5 $1.28M - $1.59M
33.9K $3.72M
SHW
Sherwin Williams CO

Basic Materials
3.74K
+ 78.02%
$294.65 - $384.0 $1.1M - $1.44M
8.54K $3.26M
HUBS
Hubspot Inc

Technology
3.24K
New
$450.09 - $592.58 $1.46M - $1.92M
3.24K $1.72M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
18.1K
+ 43.5%
$81.31 - $83.29 $1.47M - $1.51M
59.8K $4.97M
CHE
Chemed Corp

Healthcare
202
+ 0.89%
$527.82 - $600.97 $107K - $121K
23K $13.8M
ZTS
Zoetis Inc.

Healthcare
415
+ 0.69%
$172.58 - $196.48 $71.6K - $81.5K
60.2K $11.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.83K
+ 8.06%
$162.83 - $179.16 $623K - $686K
51.3K $9.19M
FNDF
Schwab Fundamental Intl Large

ETFs
2.7K
+ 0.51%
$33.67 - $37.71 $90.8K - $102K
533K $19.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.38K
+ 6.02%
$114.73 - $120.23 $732K - $767K
112K $13.4M
SYY
Sysco Corp

Consumer Defensive
2.99K
+ 2.13%
$69.16 - $78.98 $207K - $236K
143K $11.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.61K
+ 1.88%
$28.02 - $32.68 $185K - $216K
358K $11.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.26K
+ 1.53%
$25.45 - $29.53 $134K - $155K
349K $10.2M
VZ
Verizon Communications Inc

Communication Services
6.98K
+ 3.46%
$38.89 - $45.0 $271K - $314K
209K $9.37M
META
Meta Platforms, Inc.

Communication Services
101
+ 0.79%
$453.41 - $572.44 $45.8K - $57.8K
13K $7.42M
DHR
Danaher Corp

Healthcare
639
+ 2.41%
$239.25 - $280.76 $153K - $179K
27.1K $7.53M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.9K
+ 101.22%
$24.62 - $25.59 $811K - $843K
65.5K $1.67M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
29.1K
+ 70.66%
$22.51 - $23.57 $654K - $685K
70.2K $1.65M
OZK
Bank Ozk

Financial Services
2.45K
+ 0.84%
$39.66 - $47.08 $97K - $115K
292K $12.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.27K
+ 5.02%
$63.28 - $70.06 $270K - $299K
89.4K $6.26M
GLDM
World Gold Trust

ETFs
4.88K
+ 8.46%
$46.2 - $53.01 $225K - $258K
62.5K $3.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.57K
+ 4.21%
$162.64 - $179.3 $255K - $282K
38.8K $6.96M
TSLA
Tesla, Inc.

Consumer Cyclical
118
+ 1.42%
$191.76 - $263.26 $22.6K - $31.1K
8.44K $2.21M
PODD
Insulet Corp

Healthcare
262
+ 1.67%
$180.69 - $239.01 $47.3K - $62.6K
16K $3.72M
IBDV
Ishares Tr

Technology
12.1K
+ 24.32%
$21.11 - $22.24 $256K - $270K
62.1K $1.38M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.82K
+ 12.36%
$32.04 - $37.11 $154K - $179K
43.8K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
371
+ 18.44%
$520.18 - $576.82 $193K - $214K
2.38K $1.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.85K
+ 2.74%
$33.74 - $37.96 $62.4K - $70.2K
69.4K $2.61M
EBTC
Enterprise Bancorp Inc

Financial Services
7.31K
New
$23.05 - $32.67 $168K - $239K
7.31K $233K
FNDC
Schwab Fundamental Intl Small

ETFs
369
+ 0.6%
$33.85 - $38.5 $12.5K - $14.2K
61.4K $2.34M
EWX
Spdr S&P Emerging Markets Smal

ETFs
896
+ 2.48%
$54.3 - $62.38 $48.7K - $55.9K
37K $2.31M
UNH
Unitedhealth Group Inc

Healthcare
367
New
$488.01 - $604.18 $179K - $222K
367 $214K
MA
Mastercard Inc

Financial Services
435
New
$429.6 - $500.99 $187K - $218K
435 $214K
INTF
Ishares Tr

ETFs
3.33K
+ 6.76%
$28.08 - $31.79 $93.5K - $106K
52.5K $1.65M
AVGO
Broadcom Inc.

Technology
1.23K
New
$136.27 - $1745.86 $167K - $2.14M
1.23K $211K
FCN
Fti Consulting, Inc

Industrials
94
+ 0.62%
$213.61 - $230.59 $20.1K - $21.7K
15.3K $3.47M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.22K
New
$138.06 - $172.74 $169K - $211K
1.22K $200K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 1.47%
$3305.62 - $4268.05 $29.8K - $38.4K
620 $2.61M
SCHC
Schwab Strategic Tr Intl Small

ETFs
84
+ 0.14%
$34.48 - $38.87 $2.9K - $3.27K
60.4K $2.33M
IDXX
Idexx Laboratories Inc

Healthcare
85
+ 1.51%
$455.08 - $517.19 $38.7K - $44K
5.72K $2.89M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.48K
+ 3.68%
$51.02 - $52.74 $75.4K - $77.9K
41.7K $2.19M
Activity Summary
Buys All Purchases 75 New Holdings 7 Increased Positions 68 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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