Cabot Wealth Management Inc Purchases in Q4 2024

Cabot Wealth Management Inc

  • $782 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
97.4K
+ 348.68%
$91.29 - $91.8 $8.89M - $8.94M
125K $11.5M
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 0.92%
$163.08 - $198.16 $182K - $222K
122K $23.3M
HUBS
Hubspot Inc

Technology
3.13K
+ 96.54%
$514.07 - $757.4 $1.61M - $2.37M
6.36K $4.43M
SONY
Sony Group Corp

Technology
687K
+ 414.45%
$17.53 - $96.8 $12M - $66.5M
853K $18M
DHR
Danaher Corp

Healthcare
14.5K
+ 53.46%
$226.16 - $274.52 $3.28M - $3.98M
41.6K $9.55M
DIS
Walt Disney CO

Communication Services
2.84K
+ 3.01%
$92.39 - $117.6 $263K - $334K
97.2K $10.8M
ROK
Rockwell Automation, Inc

Industrials
2.02K
+ 4.41%
$264.65 - $302.92 $535K - $613K
47.8K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.05%
$213.65 - $479.86 $855 - $1.92K
8.44K $3.41M
APH
Amphenol Corp

Technology
8.5K
+ 6.85%
$62.07 - $75.35 $528K - $641K
133K $9.21M
HDB
Hdfc Bank LTD

Financial Services
4.43K
+ 1.55%
$59.45 - $68.01 $263K - $301K
290K $18.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.74K
+ 10.07%
$408.59 - $476.19 $710K - $828K
19K $7.98M
FDX
Fedex Corp

Industrials
314
+ 0.55%
$260.5 - $305.15 $81.8K - $95.8K
57.1K $16.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.16%
$4100.99 - $5300.34 $4.1K - $5.3K
621 $3.09M
ACN
Accenture PLC

Technology
1.12K
+ 3.58%
$343.9 - $376.86 $386K - $423K
32.5K $11.4M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.18K
+ 36.76%
$128.36 - $186.0 $1.05M - $1.52M
30.4K $3.92M
PLTR
Palantir Technologies Inc.

Technology
3.6K
New
$36.46 - $82.38 $131K - $296K
3.6K $272K
MEDP
Medpace Holdings, Inc.

Healthcare
871
+ 5.57%
$308.93 - $363.58 $269K - $317K
16.5K $5.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
468
New
$481.22 - $538.17 $225K - $252K
468 $239K
SPIB
Spdr Portfolio Intermediate Te

ETFs
18.3K
+ 4.81%
$32.65 - $33.68 $597K - $616K
399K $13.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.95K
+ 1.29%
$50.23 - $50.46 $198K - $199K
310K $15.6M
CCL
Carnival Corp

Consumer Cyclical
9.17K
New
$17.34 - $26.8 $159K - $246K
9.17K $228K
GLDM
World Gold Trust

ETFs
3.78K
+ 6.04%
$50.76 - $55.23 $192K - $209K
66.3K $3.44M
SYY
Sysco Corp

Consumer Defensive
5.42K
+ 3.78%
$73.63 - $81.77 $399K - $443K
148K $11.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.31K
+ 7.95%
$51.54 - $52.55 $171K - $174K
45K $2.33M
C
Citigroup Inc

Financial Services
76
+ 0.81%
$61.31 - $72.5 $4.66K - $5.51K
9.42K $663K
SCHX
Schwab Strategic Tr Us Large C

ETFs
75.2K
+ 196.8%
$22.4 - $68.28 $1.69M - $5.14M
113K $2.63M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.26K
+ 2.36%
$23.88 - $24.32 $30K - $30.5K
54.4K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.23K
+ 100.01%
$25.33 - $51.16 $209K - $421K
16.5K $425K
Spdr Index Shs Fds
1.37K
+ 5.49%
N/A
26.3K $0
GE
General Electric CO

Industrials
70
+ 5.39%
$159.95 - $194.23 $11.2K - $13.6K
1.37K $228K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
700
+ 1.0%
$22.71 - $23.47 $15.9K - $16.4K
70.9K $1.62M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
308
+ 0.47%
$24.82 - $25.48 $7.64K - $7.85K
65.8K $1.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.8K
+ 248.73%
$25.93 - $105.3 $332K - $1.35M
17.9K $499K
IBDV
Ishares Tr

Technology
542
+ 0.87%
$21.24 - $22.15 $11.5K - $12K
62.6K $1.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
161
+ 0.27%
$81.68 - $82.93 $13.2K - $13.4K
59.9K $4.91M
FNDA
Schwab Fundamental U S Small C

ETFs
71.6K
+ 95.87%
$29.26 - $59.11 $2.09M - $4.23M
146K $4.34M
MSFT
Microsoft Corp

Technology
13
+ 0.1%
$406.35 - $454.46 $5.28K - $5.91K
13.5K $5.68M
LFUS
Littelfuse Inc

Technology
200
+ 3.67%
$233.99 - $262.18 $46.8K - $52.4K
5.65K $1.33M
INTF
Ishares Tr

ETFs
261
+ 0.5%
$28.54 - $31.26 $7.45K - $8.16K
52.8K $1.52M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.3K
+ 86.21%
$18.41 - $40.87 $393K - $872K
46.1K $852K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.49K
+ 2.14%
$34.13 - $37.35 $50.8K - $55.6K
70.9K $2.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.87K
+ 1.66%
$115.08 - $119.55 $215K - $223K
114K $13.2M
NEE
Nextera Energy Inc

Utilities
427
+ 1.66%
$69.77 - $85.43 $29.8K - $36.5K
26.1K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
626
+ 1.85%
$385.02 - $431.37 $241K - $270K
34.5K $13.4M
ROL
Rollins Inc

Consumer Cyclical
417
+ 0.52%
$46.35 - $51.59 $19.3K - $21.5K
81K $3.76M
SHW
Sherwin Williams CO

Basic Materials
20
+ 0.23%
$338.75 - $399.71 $6.78K - $7.99K
8.56K $2.91M
FNDX
Schwab Fundamental U S Large C

ETFs
427K
+ 192.02%
$23.49 - $71.77 $10M - $30.6M
649K $15.4M
LLY
Eli Lilly & CO

Healthcare
107
+ 1.71%
$727.2 - $932.06 $77.8K - $99.7K
6.36K $4.91M
VZ
Verizon Communications Inc

Communication Services
7.84K
+ 3.76%
$39.6 - $45.21 $310K - $354K
216K $8.66M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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