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
IEFA
Ishares Tr

ETFs
92
+ 0.53%
$70.09 - $78.74 $6.45K - $7.24K
17.3K $1.35M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.71K
+ 5.37%
$23.63 - $24.42 $64K - $66.1K
53.1K $1.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
123
+ 0.81%
$178.94 - $207.0 $22K - $25.5K
15.3K $3.07M
LFUS
Littelfuse Inc

Technology
101
+ 1.89%
$233.9 - $274.34 $23.6K - $27.7K
5.45K $1.45M
GE
General Electric CO

Industrials
37
+ 2.93%
$156.66 - $189.66 $5.8K - $7.02K
1.3K $244K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.04%
$181.06 - $197.17 $181 - $197
2.29K $450K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 7.78%
$801.83 - $917.05 $16K - $18.3K
277 $245K
AMZN
Amazon Com Inc

Consumer Cyclical
219
+ 4.68%
$161.02 - $200.0 $35.3K - $43.8K
4.9K $912K
Spdr Index Shs Fds
2.39K
+ 10.59%
N/A
25K $0
Klaviyo Inc
45.5K
+ 101.06%
N/A
90.4K $0
MRK
Merck & Co., Inc.

Healthcare
45
+ 2.27%
$111.15 - $128.97 $5K - $5.8K
2.02K $229K
APH
Amphenol Corp

Technology
2.63K
+ 2.17%
$58.39 - $70.41 $154K - $185K
124K $8.09M
DIS
Walt Disney CO

Communication Services
1.79K
+ 1.94%
$85.6 - $98.61 $153K - $177K
94.4K $9.07M
ADBE
Adobe Inc.

Technology
30
+ 0.69%
$508.13 - $586.55 $15.2K - $17.6K
4.4K $2.28M
ROK
Rockwell Automation, Inc

Industrials
555
+ 1.23%
$248.27 - $294.37 $138K - $163K
45.8K $12.3M
MSFT
Microsoft Corp

Technology
137
+ 1.03%
$395.15 - $467.56 $54.1K - $64.1K
13.5K $5.8M
DDOG
Datadog, Inc.

Technology
451
+ 2.73%
$104.97 - $134.56 $47.3K - $60.7K
17K $1.95M
GOOGL
Alphabet Inc.

Communication Services
176
+ 1.09%
$148.65 - $191.18 $26.2K - $33.6K
16.3K $2.71M
SCHW
Schwab Charles Corp

Financial Services
915
+ 2.06%
$61.74 - $76.08 $56.5K - $69.6K
45.4K $2.94M
HDB
Hdfc Bank LTD

Financial Services
616
+ 0.22%
$58.04 - $66.97 $35.8K - $41.3K
286K $17.9M
ASML
Asml Holding Nv

Technology
127
+ 2.92%
$749.82 - $1098.95 $95.2K - $140K
4.48K $3.73M
MEDP
Medpace Holdings, Inc.

Healthcare
671
+ 4.49%
$320.58 - $457.29 $215K - $307K
15.6K $5.21M
DPZ
Dominos Pizza Inc

Consumer Cyclical
351
+ 2.08%
$402.52 - $505.35 $141K - $177K
17.3K $7.43M
CTAS
Cintas Corp

Industrials
45.8K
+ 187.16%
$201.38 - $819.83 $9.22M - $37.6M
70.3K $14.5M
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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