Cabot Wealth Management Inc Portfolio Holdings
Cabot Wealth Management Inc
- $794 Million
- Q3 2024
Cabot Wealth Management Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $794 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.1M, Berkshire Hathaway Inc Class B with a value of $27.2M, Ishares Tr with a value of $26.8M, Mercadolibre Inc with a value of $22.1M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $21.3M.
Examining the 13F form we can see an increase of $34M in the current position value, from $760M to 794M.
Below you can find more details about Cabot Wealth Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$794 Million
ETFs: $253 Million
Technology: $148 Million
Financial Services: $99.5 Million
Consumer Cyclical: $72.6 Million
Healthcare: $70.1 Million
Communication Services: $68 Million
Industrials: $49.6 Million
Consumer Defensive: $12.7 Million
Other: $18.7 Million