Cabot Wealth Management Inc Purchases in Q3 2025

Cabot Wealth Management Inc

  • $897 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
164K
+ 829.9%
$91.44 - $91.77 $15M - $15M
184K $16.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
73K
+ 69.19%
$82.38 - $83.0 $6.01M - $6.06M
178K $14.8M
MEDP
Medpace Holdings, Inc.

Healthcare
407
+ 2.26%
$308.88 - $514.16 $126K - $209K
18.5K $9.49M
AVGO
Broadcom Inc.

Technology
8.63K
+ 865.3%
$264.74 - $369.57 $2.28M - $3.19M
9.62K $3.18M
RBLX
Roblox Corp

Communication Services
18.1K
New
$100.65 - $141.56 $1.82M - $2.56M
18.1K $2.5M
MBB
Ishares Tr

ETFs
19.8K
+ 6.97%
$92.46 - $95.73 $1.83M - $1.9M
304K $29M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.4K
+ 7.73%
$117.65 - $120.08 $2.05M - $2.09M
243K $29M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
268
+ 0.25%
$170.68 - $192.95 $45.7K - $51.7K
108K $20.7M
SHOP
Shopify Inc.

Technology
12.1K
New
$112.11 - $157.12 $1.35M - $1.89M
12.1K $1.79M
FNDF
Schwab Fundamental Intl Large

ETFs
93
+ 0.02%
$39.84 - $43.15 $3.71K - $4.01K
507K $21.8M
CDNS
Cadence Design Systems Inc

Technology
3.47K
New
$309.46 - $373.37 $1.07M - $1.3M
3.47K $1.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
478
+ 0.14%
$30.13 - $33.37 $14.4K - $16K
340K $11.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.37K
+ 8.71%
$182.33 - $194.5 $614K - $655K
42K $8.18M
FNDE
Schwab Fundamental Emerging Mk

ETFs
273
+ 0.08%
$33.13 - $36.31 $9.04K - $9.91K
325K $11.7M
GLDM
World Gold Trust

ETFs
2.23K
+ 3.19%
$64.73 - $76.45 $144K - $170K
72.2K $5.52M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.21K
+ 4.72%
$74.93 - $80.73 $316K - $340K
93.5K $7.54M
FDX
Fedex Corp

Industrials
1.47K
+ 2.59%
$217.1 - $243.2 $319K - $358K
58.2K $13.7M
AXSM
Axsome Therapeutics, Inc.

Healthcare
5.56K
New
$100.39 - $129.29 $558K - $719K
5.56K $675K
DHR
Danaher Corp

Healthcare
3.24K
+ 7.44%
$181.46 - $212.2 $588K - $687K
46.7K $9.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
+ 2.37%
$181.56 - $190.33 $227K - $238K
54K $10.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.58K
New
$366.54 - $479.53 $577K - $755K
1.58K $616K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
957
+ 6.05%
$225.11 - $247.9 $215K - $237K
16.8K $4.14M
EWX
Spdr S&P Emerging Markets Smal

ETFs
6.08K
+ 27.28%
$61.93 - $68.12 $377K - $414K
28.4K $1.91M
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.63K
+ 32.59%
$42.28 - $45.71 $407K - $440K
39.2K $1.78M
FNDA
Schwab Fundamental U S Small C

ETFs
2.73K
+ 1.8%
$28.75 - $31.93 $78.5K - $87.2K
155K $4.83M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.83K
+ 7.16%
N/A
72.2K $6.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.21K
+ 6.65%
$39.06 - $43.42 $125K - $139K
51.5K $2.23M
ABBV
Abb Vie Inc.

Healthcare
1.47K
New
$184.85 - $231.54 $271K - $339K
1.47K $339K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.57K
+ 4.86%
$39.8 - $42.86 $142K - $153K
77.1K $3.3M
INTF
Ishares Tr

ETFs
6.28K
+ 11.13%
$33.72 - $36.17 $212K - $227K
62.7K $2.25M
INDB
Independent Bank Corp

Financial Services
4.38K
New
$62.06 - $72.84 $272K - $319K
4.38K $303K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.06K
+ 8.88%
$52.39 - $53.11 $213K - $216K
49.8K $2.64M
FLGB
Franklin Templeton ETF Tr

ETFs
1.26K
+ 1.18%
$30.37 - $32.35 $38.4K - $40.9K
108K $3.5M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 0.57%
$40.84 - $45.06 $52.4K - $57.8K
228K $10M
SPY
Spdr S&P 500 ETF Trust

ETFs
304
New
$617.65 - $666.84 $188K - $203K
304 $202K
C
Citigroup Inc

Financial Services
60
+ 0.63%
$85.57 - $103.49 $5.13K - $6.21K
9.62K $976K
FNDC
Schwab Fundamental Intl Small

ETFs
263
+ 0.46%
$41.81 - $45.21 $11K - $11.9K
57.2K $2.55M
ABT
Abbott Laboratories

Healthcare
1.09K
+ 48.77%
$120.51 - $136.62 $131K - $149K
3.32K $444K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.49K
+ 4.67%
$23.13 - $23.54 $80.7K - $82.1K
78.1K $1.83M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.43K
+ 5.73%
$24.14 - $24.34 $82.9K - $83.6K
63.4K $1.54M
IBDV
Ishares Tr

Technology
3.09K
+ 4.54%
$21.75 - $22.22 $67.3K - $68.7K
71.1K $1.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.66K
+ 3.6%
$25.24 - $25.56 $67.2K - $68K
76.5K $1.95M
IEFA
Ishares Tr

ETFs
63
+ 0.37%
$81.7 - $87.53 $5.15K - $5.51K
17K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
36
+ 0.21%
$28.92 - $32.19 $1.04K - $1.16K
17.5K $558K
IEMG
Ishares Inc

ETFs
23
+ 0.46%
N/A
5.02K $269K
Spdr Index Shs Fds
3.31K
+ 11.68%
N/A
31.7K $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
230
+ 0.87%
$422.75 - $485.53 $97.2K - $112K
26.6K $11.5M
CHE
Chemed Corp

Healthcare
681
+ 2.82%
$412.3 - $483.92 $281K - $330K
24.8K $11.1M
AMT
American Tower Corp

Real Estate
1.85K
+ 3.69%
$192.32 - $232.35 $356K - $430K
52K $10M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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