Cabot Wealth Management Inc Portfolio Holdings
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
Cabot Wealth Management Inc has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $780 Million distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.3M, Berkshire Hathaway Inc Class B with a value of $30.4M, Ishares Barclays 3 7 Yr Treas with a value of $29.7M, Ishares Tr with a value of $29.2M, and Sony Group Corp with a value of $21.5M.
Examining the 13F form we can see an decrease of $1.42M in the current position value, from $782M to 780M.
Below you can find more details about Cabot Wealth Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$780 Million
ETFs: $248 Million
Technology: $141 Million
Financial Services: $107 Million
Consumer Cyclical: $75.7 Million
Healthcare: $64.3 Million
Communication Services: $63.4 Million
Industrials: $47.5 Million
Consumer Defensive: $12.7 Million
Other: $18.4 Million