Cabot Wealth Management Inc Reduced Holdings in Q3 2025

Cabot Wealth Management Inc

  • $897 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-103
- 0.96%
$2292.04 - $2514.05 $236K - $259K
10.6K $24.8M
CRM
Salesforce, Inc.

Technology
-8.43K
- 75.92%
$231.66 - $273.65 $1.95M - $2.31M
2.67K $633K
FICO
Fair Isaac Corp

Technology
-867
- 41.7%
$1311.26 - $1869.83 $1.14M - $1.62M
1.21K $1.81M
USFR
Wisdomtree Floating Rate Treas

ETFs
-39.3K
- 17.53%
$50.23 - $50.48 $1.98M - $1.98M
185K $9.3M
ACN
Accenture PLC

Technology
-897
- 2.66%
$232.56 - $304.78 $209K - $273K
32.8K $8.1M
NVO
Novo Nordisk A S

Healthcare
-663
- 0.47%
$45.38 - $71.7 $30.1K - $47.5K
140K $7.77M
HUBS
Hubspot Inc

Technology
-2.52K
- 39.41%
$420.79 - $560.9 $1.06M - $1.42M
3.88K $1.82M
NOW
Service Now, Inc.

Technology
-1.33K
- 27.43%
$850.86 - $1044.69 $1.13M - $1.39M
3.52K $3.24M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-13.6K
- 43.42%
$97.53 - $115.95 $1.33M - $1.58M
17.7K $1.77M
CTAS
Cintas Corp

Industrials
-80
- 0.11%
$199.29 - $226.27 $15.9K - $18.1K
71.4K $14.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
-45.5K
- 25.9%
$25.28 - $25.63 $1.15M - $1.17M
130K $3.34M
DIS
Walt Disney CO

Communication Services
-872
- 0.86%
$112.25 - $124.0 $97.9K - $108K
100K $11.5M
ISRG
Intuitive Surgical Inc

Healthcare
-406
- 5.15%
$433.66 - $544.47 $176K - $221K
7.48K $3.34M
ZTS
Zoetis Inc.

Healthcare
-1.32K
- 1.97%
$141.13 - $159.19 $186K - $209K
65.3K $9.55M
PGR
Progressive Corp

Financial Services
-994
- 13.57%
$238.61 - $264.3 $237K - $263K
6.33K $1.56M
LLY
Eli Lilly & CO

Healthcare
-35
- 0.4%
$625.65 - $812.69 $21.9K - $28.4K
8.62K $6.58M
PODD
Insulet Corp

Healthcare
-30
- 0.2%
$277.3 - $352.82 $8.32K - $10.6K
14.9K $4.59M
META
Meta Platforms, Inc.

Communication Services
-23
- 0.22%
$695.21 - $791.73 $16K - $18.2K
10.5K $7.68M
Klaviyo Inc
-47.6K
- 55.63%
N/A
37.9K $0
SHW
Sherwin Williams CO

Basic Materials
-29
- 0.34%
$330.88 - $375.23 $9.6K - $10.9K
8.58K $2.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.53%
$546.99 - $602.2 $1.09K - $1.2K
373 $223K
IVE
Ishares S&P 500 Value ETF

ETFs
-30
- 1.36%
$194.44 - $206.51 $5.83K - $6.2K
2.18K $450K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-304
- 2.15%
$25.29 - $28.33 $7.69K - $8.61K
13.8K $385K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-831
- 1.91%
$21.69 - $23.34 $18K - $19.4K
42.7K $993K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-71
- 0.8%
$42.67 - $46.91 $3.03K - $3.33K
8.82K $412K
GE
General Electric CO

Industrials
-3
- 0.22%
$244.75 - $305.63 $734 - $917
1.34K $404K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 0.6%
$620.67 - $670.08 $8.69K - $9.38K
2.31K $1.55M
JHMB
John Hancock Exchange Traded

ETFs
-3.13K
- 0.45%
$21.57 - $22.37 $67.6K - $70.1K
687K $15.2M
DDOG
Datadog, Inc.

Technology
-85
- 0.5%
$124.52 - $155.15 $10.6K - $13.2K
17K $2.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-20.5K
- 18.41%
$224.68 - $282.71 $4.6M - $5.78M
90.7K $25.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.1K
- 1.1%
$24.46 - $26.5 $27K - $29.3K
99.5K $2.62M
ROL
Rollins Inc

Consumer Cyclical
-317
- 0.39%
$55.05 - $58.74 $17.5K - $18.6K
80.6K $4.74M
MSFT
Microsoft Corp

Technology
-56
- 0.41%
$491.09 - $535.64 $27.5K - $30K
13.7K $7.08M
LYV
Live Nation Entertainment, Inc.

Communication Services
-437
- 1.29%
$143.56 - $174.06 $62.7K - $76.1K
33.4K $5.46M
HD
Home Depot, Inc.

Consumer Cyclical
-2.16K
- 6.26%
$357.4 - $423.42 $770K - $912K
32.3K $13.1M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.21K
- 0.43%
$44.58 - $48.01 $54.1K - $58.2K
280K $13.4M
IDXX
Idexx Laboratories Inc

Healthcare
-22
- 0.38%
$514.61 - $682.78 $11.3K - $15K
5.84K $3.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-601
- 1.07%
$459.11 - $506.91 $276K - $305K
55.5K $27.9M
ASML
Asml Holding Nv

Technology
-56
- 1.21%
$689.63 - $968.09 $38.6K - $54.2K
4.56K $4.41M
ROK
Rockwell Automation, Inc

Industrials
-337
- 0.7%
$328.67 - $358.52 $111K - $121K
48.1K $16.8M
GLD
Spdr Gold Trust

ETFs
-264
- 1.52%
$300.96 - $355.47 $79.5K - $93.8K
17.2K $6.1M
OMC
Omnicom Group Inc.

Communication Services
-5.35K
- 4.15%
$70.41 - $81.53 $377K - $436K
124K $10.1M
OZK
Bank Ozk

Financial Services
-3.77K
- 1.27%
$47.4 - $53.14 $179K - $200K
292K $14.9M
SYY
Sysco Corp

Consumer Defensive
-196
- 0.13%
$76.33 - $82.51 $15K - $16.2K
154K $12.7M
ORCL
Oracle Corp

Technology
-372
- 2.0%
$218.96 - $328.33 $81.5K - $122K
18.2K $5.12M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.01%
$293.94 - $444.72 $294 - $445
8.34K $3.71M
NVDA
Nvidia Corp

Technology
-83
- 0.15%
$153.3 - $186.58 $12.7K - $15.5K
55.1K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
-568
- 0.75%
$282.78 - $316.06 $161K - $180K
75.1K $23.7M
SONY
Sony Group Corp

Technology
-17.6K
- 2.09%
$23.92 - $30.07 $421K - $529K
823K $23.7M
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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