Cabot Wealth Management Inc Incresed Positions 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
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
ACN
Accenture PLC

Technology
857
+ 2.81%
$295.44 - $355.81 $253K - $305K
31.4K $11.1M
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
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
INTF
Ishares Tr

ETFs
3.33K
+ 6.76%
$28.08 - $31.79 $93.5K - $106K
52.5K $1.65M
FCN
Fti Consulting, Inc

Industrials
94
+ 0.62%
$213.61 - $230.59 $20.1K - $21.7K
15.3K $3.47M
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
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
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
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