$391 Million is the total value of CABOT WEALTH MANAGEMENT INC's 145 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PKW | Exit | Powershares ETF Trustdyna buybk ach | $0 | – | -4,497 | -100.0% | -0.05% | – |
| PPG | Exit | PPG Inds Inc | $0 | – | -1,005 | -100.0% | -0.05% | – |
| SPLV | Exit | Powershares ETF Trust IIs&p500 low vol | $0 | – | -6,392 | -100.0% | -0.06% | – |
| IVW | Exit | Isharess&p 500 grwt etf | $0 | – | -3,209 | -100.0% | -0.08% | – |
| FTF | Exit | Franklin Templeton Ltd Dur I | $0 | – | -25,732 | -100.0% | -0.08% | – |
| BLW | Exit | Blackrock Ltd Duration Inc T | $0 | – | -20,050 | -100.0% | -0.09% | – |
| PXJ | Exit | Powershares ETF Trustdyn oil svcs | $0 | – | -54,019 | -100.0% | -0.41% | – |
| EVV | Exit | Eaton Vance Ltd Dur Income F | $0 | – | -142,770 | -100.0% | -0.56% | – |
| MANH | Exit | Manhattan Assocs Inc | $0 | – | -79,655 | -100.0% | -0.69% | – |
| RYF | Exit | Rydex ETF Trustgug s&p500eqwtfi | $0 | – | -69,725 | -100.0% | -0.73% | – |
| Exit | ARM Hldgs PLCsponsored adr | $0 | – | -81,353 | -100.0% | -0.92% | – | |
| Exit | Berkshire Hathaway Inc Delcl b new | $0 | – | -38,534 | -100.0% | -1.22% | – | |
| Exit | Apple Inc | $0 | – | -83,918 | -100.0% | -1.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HDFC BANK LTD | 42 | Q3 2023 | 3.5% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.9% |
| TJX COS INC NEW | 42 | Q3 2023 | 3.7% |
| VISA INC | 42 | Q3 2023 | 2.6% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.5% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.0% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.6% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 1.8% |
| SPDR GOLD TRUST | 42 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.2% |
View CABOT WEALTH MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-26 |
View CABOT WEALTH MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.