Cabot Wealth Management Inc Sells in Q2 2025

Cabot Wealth Management Inc

  • $836 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-104K
- 83.97%
$91.43 - $91.74 $9.46M - $9.5M
19.8K $1.81M
TJX
Tjx Companies Inc

Consumer Cyclical
-42.8K
- 27.32%
$119.13 - $135.03 $5.1M - $5.78M
114K $14.1M
AAPL
Apple Inc.

Technology
-2.84K
- 1.84%
$172.42 - $223.89 $490K - $636K
152K $31.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-964
- 1.69%
$483.48 - $539.8 $466K - $520K
56.1K $27.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-25.9K
- 10.29%
$116.93 - $119.39 $3.02M - $3.09M
225K $26.8M
MBB
Ishares Tr

ETFs
-26.8K
- 8.62%
$91.41 - $94.22 $2.45M - $2.53M
284K $26.7M
OMC
Omnicom Group Inc.

Communication Services
-6.57K
- 4.84%
$69.22 - $79.77 $455K - $524K
129K $9.28M
FDX
Fedex Corp

Industrials
-226
- 0.4%
$198.07 - $245.17 $44.8K - $55.4K
56.7K $12.9M
DHR
Danaher Corp

Healthcare
-1.23K
- 2.74%
$174.64 - $205.16 $214K - $252K
43.5K $8.59M
LLY
Eli Lilly & CO

Healthcare
-65
- 0.75%
$713.71 - $898.95 $46.4K - $58.4K
8.66K $6.75M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.77K
- 1.65%
$50.28 - $50.47 $189K - $190K
224K $11.3M
JNJ
Johnson & Johnson

Healthcare
-792
- 36.68%
$146.36 - $159.82 $116K - $127K
1.37K $208K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.28K
- 3.93%
$99.97 - $129.69 $128K - $166K
31.3K $3.26M
PG
Procter & Gamble CO

Consumer Defensive
-457
- 7.85%
$157.66 - $172.39 $72.1K - $78.8K
5.37K $855K
V
Visa Inc.

Financial Services
-939
- 1.8%
$308.27 - $373.31 $289K - $351K
51.2K $18.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-241
- 39.12%
$416.06 - $551.64 $100K - $133K
375 $206K
XOM
Exxon Mobil Corp

Energy
-350
- 9.32%
$99.93 - $119.04 $35K - $41.7K
3.41K $367K
SHW
Sherwin Williams CO

Basic Materials
-48
- 0.55%
$313.51 - $363.51 $15K - $17.4K
8.61K $2.96M
IEMG
Ishares Inc

ETFs
-969
- 16.24%
N/A
5K $268K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 0.11%
$335.24 - $380.78 $12.4K - $14.1K
34.4K $12.6M
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 6.11%
$908.13 - $1056.85 $12.7K - $14.8K
215 $212K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.28K
- 8.3%
$20.42 - $25.3 $26.1K - $32.4K
14.1K $357K
Klaviyo Inc
-4.63K
- 5.13%
N/A
85.5K $0
ADBE
Adobe Inc.

Technology
-15
- 0.34%
$340.0 - $420.68 $5.1K - $6.31K
4.35K $1.68M
IVE
Ishares S&P 500 Value ETF

ETFs
-3
- 0.14%
$168.34 - $195.42 $505 - $586
2.21K $432K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.12K
- 4.65%
$17.76 - $22.1 $37.7K - $46.9K
43.5K $961K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6
- 0.03%
$22.27 - $29.21 $134 - $175
17.5K $509K
GE
General Electric CO

Industrials
-6
- 0.44%
$166.81 - $257.39 $1K - $1.54K
1.35K $346K
AMZN
Amazon Com Inc

Consumer Cyclical
-191
- 4.08%
$167.32 - $223.3 $32K - $42.7K
4.49K $985K
IEFA
Ishares Tr

ETFs
-114
- 0.67%
$67.83 - $84.09 $7.73K - $9.59K
17K $1.42M
GLD
Spdr Gold Trust

ETFs
-473
- 2.64%
$273.71 - $316.29 $129K - $150K
17.4K $5.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.56K
- 1.53%
$19.6 - $24.44 $30.6K - $38.1K
101K $2.46M
SONY
Sony Group Corp

Technology
-7.71K
- 0.91%
$21.24 - $26.88 $164K - $207K
841K $21.9M
DDOG
Datadog, Inc.

Technology
-82
- 0.48%
$87.0 - $134.33 $7.13K - $11K
17.1K $2.29M
PODD
Insulet Corp

Healthcare
-642
- 4.13%
$238.57 - $327.47 $153K - $210K
14.9K $4.68M
LYV
Live Nation Entertainment, Inc.

Communication Services
-229
- 0.67%
$118.81 - $151.28 $27.2K - $34.6K
33.9K $5.12M
IDXX
Idexx Laboratories Inc

Healthcare
-12
- 0.2%
$361.04 - $536.34 $4.33K - $6.44K
5.86K $3.14M
NOW
Service Now, Inc.

Technology
-58
- 1.18%
$721.65 - $1040.18 $41.9K - $60.3K
4.85K $4.98M
CTAS
Cintas Corp

Industrials
-304
- 0.42%
$190.11 - $227.66 $57.8K - $69.2K
71.5K $15.9M
ORCL
Oracle Corp

Technology
-362
- 1.91%
$122.82 - $218.63 $44.5K - $79.1K
18.6K $4.06M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-3.02K
- 1.06%
$36.01 - $45.69 $109K - $138K
282K $12.9M
DIS
Walt Disney CO

Communication Services
-91
- 0.09%
$81.72 - $124.01 $7.44K - $11.3K
101K $12.5M
HDB
Hdfc Bank LTD

Financial Services
-586
- 0.2%
$63.78 - $77.48 $37.4K - $45.4K
292K $22.4M
JPM
Jpmorgan Chase & CO

Financial Services
-516
- 0.68%
$210.28 - $289.91 $109K - $150K
75.7K $21.9M
ROK
Rockwell Automation, Inc

Industrials
-85
- 0.18%
$218.97 - $332.17 $18.6K - $28.2K
48.4K $16.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.05K
- 0.94%
$141.37 - $228.57 $148K - $240K
111K $25.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-128
- 1.18%
$1794.73 - $2613.63 $230K - $335K
10.7K $28M
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
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