Cabot Wealth Management Inc Portfolio Holdings
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
Cabot Wealth Management Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $782 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.8M, Berkshire Hathaway Inc Class B with a value of $26.5M, Ishares Tr with a value of $25.7M, Taiwan Semiconductor Manufacturing CO LTD with a value of $23.6M, and Alphabet Inc. with a value of $23.3M.
Examining the 13F form we can see an decrease of $12.5M in the current position value, from $794M to 782M.
Below you can find more details about Cabot Wealth Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$782 Million
ETFs: $241 Million
Technology: $154 Million
Financial Services: $105 Million
Consumer Cyclical: $71.3 Million
Communication Services: $69.8 Million
Healthcare: $60.6 Million
Industrials: $49.8 Million
Consumer Defensive: $12.8 Million
Other: $15.8 Million