Cabot Wealth Management Inc Incresed Positions in Q1 2025

Cabot Wealth Management Inc

  • $780 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
137K
+ 120.09%
$114.57 - $118.14 $15.7M - $16.2M
251K $29.7M
DPZ
Dominos Pizza Inc

Consumer Cyclical
6.96K
+ 36.64%
$402.33 - $489.71 $2.8M - $3.41M
26K $11.9M
MBB
Ishares Tr

ETFs
31K
+ 11.05%
$90.37 - $94.08 $2.8M - $2.92M
311K $29.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
33.7K
+ 56.2%
$81.83 - $82.73 $2.76M - $2.79M
93.6K $7.74M
LLY
Eli Lilly & CO

Healthcare
2.37K
+ 37.25%
$725.72 - $929.72 $1.72M - $2.2M
8.72K $7.2M
APH
Amphenol Corp

Technology
42K
+ 31.7%
$61.62 - $78.55 $2.59M - $3.3M
175K $11.5M
CHE
Chemed Corp

Healthcare
329
+ 1.4%
$521.84 - $615.32 $172K - $202K
23.8K $14.6M
AMT
American Tower Corp

Real Estate
986
+ 2.06%
$173.46 - $217.6 $171K - $215K
48.9K $10.6M
CTAS
Cintas Corp

Industrials
459
+ 0.64%
$182.09 - $208.14 $83.6K - $95.5K
71.8K $14.8M
VZ
Verizon Communications Inc

Communication Services
9.65K
+ 4.46%
$37.81 - $46.49 $365K - $448K
226K $10.3M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.88K
+ 1.74%
$37.06 - $41.11 $181K - $201K
285K $11.4M
GLD
Spdr Gold Trust

ETFs
98
+ 0.55%
$243.19 - $288.14 $23.8K - $28.2K
17.9K $5.16M
GLDM
World Gold Trust

ETFs
1.73K
+ 2.61%
$52.19 - $61.89 $90.1K - $107K
68K $4.21M
ZTS
Zoetis Inc.

Healthcare
2.21K
+ 3.54%
$156.48 - $175.67 $346K - $388K
64.7K $10.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
128
+ 1.97%
$275.89 - $345.24 $35.3K - $44.2K
6.64K $2.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.29K
+ 7.0%
N/A
65.5K $5.62M
JHMB
John Hancock Exchange Traded

ETFs
2.34K
+ 0.35%
$21.17 - $22.05 $49.6K - $51.7K
681K $14.9M
FLGB
Franklin Templeton ETF Tr

ETFs
1.39K
+ 1.32%
$25.73 - $29.17 $35.8K - $40.6K
107K $3.06M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.56K
+ 2.2%
$33.84 - $37.77 $52.8K - $58.9K
72.5K $2.64M
INTF
Ishares Tr

ETFs
2.91K
+ 5.52%
$28.43 - $31.96 $82.8K - $93.1K
55.7K $1.72M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.69K
+ 8.43%
$32.74 - $36.2 $121K - $134K
47.5K $1.66M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.14K
+ 9.33%
$24.79 - $25.26 $152K - $155K
71.9K $1.82M
FNDC
Schwab Fundamental Intl Small

ETFs
1.15K
+ 2.07%
$33.34 - $37.44 $38.4K - $43.1K
56.8K $2.06M
IDXX
Idexx Laboratories Inc

Healthcare
259
+ 4.61%
$406.29 - $469.04 $105K - $121K
5.87K $2.47M
SHW
Sherwin Williams CO

Basic Materials
104
+ 1.22%
$330.16 - $365.55 $34.3K - $38K
8.66K $3.02M
IBDV
Ishares Tr

Technology
3.18K
+ 5.08%
$21.11 - $21.73 $67.1K - $69K
65.8K $1.43M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.95K
+ 5.43%
$23.9 - $24.18 $70.6K - $71.4K
57.3K $1.39M
JNJ
Johnson & Johnson

Healthcare
154
+ 7.68%
$142.06 - $167.7 $21.9K - $25.8K
2.16K $358K
LYV
Live Nation Entertainment, Inc.

Communication Services
216
+ 0.64%
$115.79 - $154.66 $25K - $33.4K
34.1K $4.45M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.79K
+ 2.52%
$22.61 - $23.14 $40.4K - $41.4K
72.7K $1.68M
KO
Coca Cola CO

Consumer Defensive
359
+ 9.58%
$60.81 - $72.32 $21.8K - $26K
4.11K $294K
ABT
Abbott Laboratories

Healthcare
120
+ 5.68%
$111.1 - $140.22 $13.3K - $16.8K
2.23K $296K
RSP
Invesco S&P 500 Equal Weight E

ETFs
905
+ 1.82%
$169.43 - $182.84 $153K - $165K
50.8K $8.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
148
+ 31.62%
$468.34 - $539.52 $69.3K - $79.8K
616 $288K
PLTR
Palantir Technologies Inc.

Technology
62
+ 1.72%
$64.98 - $124.62 $4.03K - $7.73K
3.66K $308K
IEMG
Ishares Inc

ETFs
560
+ 10.36%
N/A
5.97K $320K
SYK
Stryker Corp

Healthcare
21
+ 2.34%
$355.18 - $399.9 $7.46K - $8.4K
920 $342K
C
Citigroup Inc

Financial Services
66
+ 0.7%
$67.23 - $84.63 $4.44K - $5.59K
9.49K $673K
NEE
Nextera Energy Inc

Utilities
422
+ 1.62%
$66.96 - $76.16 $28.3K - $32.1K
26.5K $1.88M
Spdr Index Shs Fds
1.33K
+ 5.05%
N/A
27.7K $0
Klaviyo Inc
854
+ 0.96%
N/A
90.1K $0
MEDP
Medpace Holdings, Inc.

Healthcare
1.47K
+ 8.93%
$304.69 - $360.97 $449K - $532K
18K $5.47M
ASML
Asml Holding Nv

Technology
97
+ 2.19%
$662.63 - $776.99 $64.3K - $75.4K
4.54K $3.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
656
+ 4.4%
$192.82 - $222.1 $126K - $146K
15.6K $3M
SYY
Sysco Corp

Consumer Defensive
935
+ 0.63%
$70.0 - $77.13 $65.5K - $72.1K
149K $11.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.17K
+ 2.56%
$67.03 - $74.61 $146K - $162K
87.2K $5.93M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 1.61%
$4295.4 - $5141.88 $43K - $51.4K
631 $2.91M
FICO
Fair Isaac Corp

Technology
46
+ 2.28%
$1695.35 - $2030.47 $78K - $93.4K
2.06K $3.8M
FCN
Fti Consulting, Inc

Industrials
1.16K
+ 7.62%
$160.54 - $198.75 $187K - $231K
16.4K $2.7M
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cabot Wealth Management Inc Portfolio

Follow Cabot Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email