Cabot Wealth Management Inc Incresed Positions in Q2 2025

Cabot Wealth Management Inc

  • $836 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
1.91K
+ 1.09%
$59.09 - $98.75 $113K - $189K
177K $17.4M
FNDF
Schwab Fundamental Intl Large

ETFs
103K
+ 25.58%
$32.25 - $40.02 $3.33M - $4.13M
506K $20.3M
NVDA
Nvidia Corp

Technology
10.5K
+ 23.42%
$94.31 - $157.99 $988K - $1.66M
55.2K $8.73M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
84.6K
+ 33.17%
$24.38 - $30.18 $2.06M - $2.55M
340K $10.2M
FNDE
Schwab Fundamental Emerging Mk

ETFs
76.5K
+ 30.81%
$26.66 - $33.09 $2.04M - $2.53M
325K $10.7M
GOOG
Alphabet Inc.

Communication Services
583
+ 0.48%
$146.58 - $180.01 $85.5K - $105K
123K $21.8M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
991
+ 0.93%
$134.25 - $172.52 $133K - $171K
108K $18.6M
META
Meta Platforms, Inc.

Communication Services
275
+ 2.69%
$484.66 - $738.09 $133K - $203K
10.5K $7.74M
MSFT
Microsoft Corp

Technology
200
+ 1.48%
$354.56 - $497.45 $70.9K - $99.5K
13.7K $6.82M
CDW
Cdw Corp

Technology
167
+ 0.24%
$144.49 - $190.68 $24.1K - $31.8K
71K $12.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.9K
+ 12.66%
$82.21 - $83.12 $974K - $985K
105K $8.74M
FNDX
Schwab Fundamental U S Large C

ETFs
8.62K
+ 1.33%
$20.84 - $24.54 $180K - $211K
657K $16.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.97K
+ 3.88%
$152.93 - $181.74 $301K - $358K
52.7K $9.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 0.63%
$4164.15 - $5789.24 $16.7K - $23.2K
635 $3.68M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.13K
+ 2.44%
$60.34 - $74.89 $128K - $159K
89.3K $6.69M
ASML
Asml Holding Nv

Technology
77
+ 1.7%
$595.37 - $815.24 $45.8K - $62.8K
4.61K $3.7M
NVO
Novo Nordisk A S

Healthcare
9.99K
+ 7.64%
$58.08 - $81.05 $580K - $810K
141K $9.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
835
+ 2.21%
$152.42 - $182.82 $127K - $153K
38.7K $7.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
249
+ 1.6%
$171.4 - $227.1 $42.7K - $56.5K
15.8K $3.59M
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 0.47%
$221.86 - $362.89 $8.65K - $14.2K
8.34K $2.65M
SYY
Sysco Corp

Consumer Defensive
4.44K
+ 2.97%
$68.0 - $75.91 $302K - $337K
154K $11.7M
AMT
American Tower Corp

Real Estate
1.24K
+ 2.54%
$203.96 - $228.19 $253K - $283K
50.2K $11.1M
EWX
Spdr S&P Emerging Markets Smal

ETFs
5.37K
+ 31.71%
$49.89 - $62.13 $268K - $334K
22.3K $1.38M
GLDM
World Gold Trust

ETFs
1.98K
+ 2.91%
$58.96 - $67.97 $117K - $134K
70K $4.58M
FNDA
Schwab Fundamental U S Small C

ETFs
5.91K
+ 4.04%
$23.85 - $28.69 $141K - $170K
152K $4.36M
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.38%
$144.7 - $178.6 $8.68K - $10.7K
15.9K $2.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.22K
+ 16.64%
$32.41 - $42.59 $137K - $180K
29.5K $1.26M
FNDC
Schwab Fundamental Intl Small

ETFs
154
+ 0.27%
$32.97 - $42.05 $5.08K - $6.48K
56.9K $2.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.02K
+ 1.41%
$32.66 - $40.75 $33.3K - $41.5K
73.5K $2.98M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
785
+ 1.65%
$30.87 - $39.17 $24.2K - $30.7K
48.3K $1.89M
FLGB
Franklin Templeton ETF Tr

ETFs
82
+ 0.08%
$25.34 - $31.3 $2.08K - $2.57K
107K $3.28M
INTF
Ishares Tr

ETFs
713
+ 1.28%
$27.6 - $34.51 $19.7K - $24.6K
56.4K $1.93M
ROL
Rollins Inc

Consumer Cyclical
245
+ 0.3%
$50.65 - $58.58 $12.4K - $14.4K
80.9K $4.57M
MEDP
Medpace Holdings, Inc.

Healthcare
74
+ 0.41%
$277.23 - $315.28 $20.5K - $23.3K
18K $5.66M
JHMB
John Hancock Exchange Traded

ETFs
8.69K
+ 1.28%
$21.45 - $22.26 $186K - $194K
690K $15.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.87K
+ 2.86%
N/A
67.4K $5.78M
C
Citigroup Inc

Financial Services
73
+ 0.77%
$58.13 - $85.12 $4.24K - $6.21K
9.56K $813K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.9K
+ 4.34%
$51.68 - $52.76 $98.2K - $100K
45.7K $2.41M
CRM
Salesforce, Inc.

Technology
122
+ 1.11%
$236.26 - $291.15 $28.8K - $35.5K
11.1K $3.03M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.62K
+ 4.57%
$23.96 - $24.27 $62.8K - $63.6K
59.9K $1.45M
IBDV
Ishares Tr

Technology
2.28K
+ 3.46%
$21.28 - $21.98 $48.4K - $50K
68.1K $1.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.91K
+ 2.66%
$24.94 - $25.42 $47.6K - $48.6K
73.8K $1.88M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.94K
+ 2.66%
$22.7 - $23.33 $44K - $45.2K
74.6K $1.74M
SO
Southern CO

Utilities
150
+ 3.89%
$84.91 - $92.56 $12.7K - $13.9K
4.01K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
75
+ 7.69%
$285.55 - $321.23 $21.4K - $24.1K
1.05K $306K
Spdr Index Shs Fds
692
+ 2.5%
N/A
28.4K $0
FICO
Fair Isaac Corp

Technology
17
+ 0.82%
$1503.62 - $2206.01 $25.6K - $37.5K
2.08K $3.8M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.07%
$68.37 - $73.9 $205 - $222
4.11K $290K
NEE
Nextera Energy Inc

Utilities
133
+ 0.5%
$64.11 - $75.0 $8.53K - $9.98K
26.6K $1.85M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 48 Reductions 48 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