$405 Million is the total value of CABOT WEALTH MANAGEMENT INC's 146 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 24.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TJX | Buy | TJX Cos Inc New | $10,907,000 | +30.3% | 159,044 | +12.4% | 2.69% | +25.6% |
| New | Apple Inc | $9,308,000 | – | 84,327 | +100.0% | 2.30% | – | |
| SCHX | Buy | Schwab Strategic Trus lrg cap etf | $8,552,000 | +23.6% | 174,360 | +18.5% | 2.11% | +19.2% |
| V | Sell | Visa Inc | $8,325,000 | +22.0% | 31,752 | -0.7% | 2.05% | +17.6% |
| DIS | Buy | Disney Walt Co | $8,290,000 | +6.9% | 88,013 | +1.0% | 2.05% | +3.1% |
| HDB | Buy | HDFC Bank Ltd | $8,182,000 | +9.8% | 161,227 | +0.7% | 2.02% | +5.9% |
| NVO | Buy | Novo-Nordisk A Sadr | $7,953,000 | -10.1% | 187,930 | +1.1% | 1.96% | -13.3% |
| JPM | Buy | JPMorgan Chase & Co | $7,458,000 | +5.4% | 119,172 | +1.5% | 1.84% | +1.6% |
| JNJ | Buy | Johnson & Johnson | $7,209,000 | -1.1% | 68,936 | +0.8% | 1.78% | -4.6% |
| QCOM | Buy | Qualcomm Inc | $6,541,000 | +2.9% | 88,002 | +3.5% | 1.61% | -0.8% |
| CTAS | Buy | Cintas Corp | $6,511,000 | +12.0% | 83,011 | +0.8% | 1.61% | +8.1% |
| FM | Buy | Isharesmsci frntr100etf | $5,948,000 | -11.5% | 193,121 | +8.7% | 1.47% | -14.7% |
| XOM | Sell | Exxon Mobil Corp | $5,947,000 | -1.9% | 64,324 | -0.2% | 1.47% | -5.4% |
| New | Berkshire Hathaway Inc Delcl b new | $5,834,000 | – | 38,855 | +100.0% | 1.44% | – | |
| VCSH | Buy | Vanguard Scottsdale Fdssht tm corp bd | $5,813,000 | +8.3% | 73,005 | +8.7% | 1.43% | +4.4% |
| ACE | Buy | ACE Ltd | $5,642,000 | +11.2% | 49,109 | +1.5% | 1.39% | +7.2% |
| Q | Buy | Quintiles Transnatio Hldgs I | $5,629,000 | +110.7% | 95,619 | +99.6% | 1.39% | +103.1% |
| GLD | Sell | SPDR Gold Trust | $5,581,000 | -3.8% | 49,136 | -1.6% | 1.38% | -7.3% |
| GHC | Buy | Graham Hldgs Co | $5,510,000 | +24.0% | 6,380 | +0.5% | 1.36% | +19.6% |
| BBBY | Buy | Bed Bath & Beyond Inc | $5,509,000 | +129.4% | 72,322 | +98.3% | 1.36% | +121.3% |
| TAN | Sell | Claymore Exchange Trd Fd Trguggenheim solar | $5,433,000 | -32.6% | 159,314 | -19.6% | 1.34% | -35.0% |
| DXCM | Sell | Dexcom Inc | $5,324,000 | +21.3% | 96,709 | -11.9% | 1.31% | +17.0% |
| ROST | Sell | Ross Stores Inc | $5,320,000 | +20.0% | 56,436 | -3.8% | 1.31% | +15.8% |
| B108PS | Sell | Actavis PLC | $5,250,000 | -2.7% | 20,397 | -8.8% | 1.30% | -6.2% |
| SON | Buy | Sonoco Prods Co | $5,245,000 | +13.9% | 120,026 | +2.5% | 1.29% | +9.8% |
| LOCK | Buy | Lifelock Inc | $5,182,000 | +87.9% | 279,940 | +45.0% | 1.28% | +81.2% |
| ADS | Sell | Alliance Data Systems Corp | $5,039,000 | +10.2% | 17,616 | -4.4% | 1.24% | +6.2% |
| MINT | Sell | Pimco ETF Trenhan shrt ma ac | $5,017,000 | -2.4% | 49,643 | -2.1% | 1.24% | -5.9% |
| DOV | Buy | Dover Corp | $5,001,000 | +31.8% | 69,723 | +47.6% | 1.23% | +27.1% |
| EBAY | Sell | Ebay Inc | $4,829,000 | -2.2% | 86,046 | -1.4% | 1.19% | -5.7% |
| CRM | Sell | Salesforce Com Inc | $4,793,000 | -2.2% | 80,818 | -5.1% | 1.18% | -5.7% |
| VXF | Sell | Vanguard Index Fdsextend mkt etf | $4,677,000 | +3.6% | 53,278 | -1.4% | 1.15% | -0.1% |
| ECON | Sell | EGA Emerging Global SHS Tregs emktcons etf | $4,651,000 | -4.6% | 183,543 | -1.2% | 1.15% | -7.9% |
| KORS | Sell | Michael Kors Hldgs LTD | $4,557,000 | +3.1% | 60,683 | -2.0% | 1.12% | -0.6% |
| HD | Sell | Home Depot Inc | $4,540,000 | +12.3% | 43,254 | -1.8% | 1.12% | +8.3% |
| NOV | Buy | National Oilwell Varco Inc | $4,514,000 | +77.4% | 68,883 | +106.0% | 1.11% | +71.1% |
| SAVE | Buy | Spirit Airls Inc | $4,490,000 | +228.7% | 59,401 | +200.8% | 1.11% | +216.6% |
| SHYD | Sell | Market Vectors ETF Trsht hg mun etf | $4,452,000 | -0.9% | 174,315 | -1.7% | 1.10% | -4.4% |
| ECL | Buy | Ecolab Inc | $4,413,000 | -5.5% | 42,223 | +3.8% | 1.09% | -8.9% |
| SCHF | Buy | Schwab Strategic Trintl eqty etf | $4,398,000 | +25.4% | 152,120 | +34.5% | 1.08% | +20.8% |
| CSD | Sell | Claymore Exchange Trd Fd Trgugg spinoff etf | $4,230,000 | -1.9% | 94,444 | -1.2% | 1.04% | -5.3% |
| GSY | Buy | Claymore Exchange Trd Fd Trgugg enh sht dur | $4,181,000 | +1.0% | 83,750 | +1.5% | 1.03% | -2.5% |
| DWRE | Sell | Demandware Inc | $4,172,000 | +7.8% | 72,512 | -4.6% | 1.03% | +3.8% |
| VZ | Buy | Verizon Communications Inc | $4,087,000 | -1.7% | 87,368 | +5.0% | 1.01% | -5.2% |
| SCTY | Sell | Solarcity Corp | $4,073,000 | -11.3% | 76,156 | -1.2% | 1.00% | -14.5% |
| ALXN | Sell | Alexion Pharmaceuticals Inc | $4,072,000 | +2.9% | 22,008 | -7.8% | 1.00% | -0.8% |
| SPLK | Sell | Splunk Inc | $3,923,000 | -0.5% | 66,553 | -6.6% | 0.97% | -4.1% |
| SCHE | Buy | Schwab Strategic Tremrg mkteq etf | $3,881,000 | +14.7% | 162,382 | +21.9% | 0.96% | +10.6% |
| TSLA | Sell | Tesla Mtrs Inc | $3,849,000 | -10.3% | 17,307 | -2.2% | 0.95% | -13.6% |
| RLYP | New | Relypsa Inc | $3,741,000 | – | 121,472 | +100.0% | 0.92% | – |
| MIDD | Sell | Middleby Corp | $3,691,000 | +8.5% | 37,247 | -3.5% | 0.91% | +4.7% |
| IVV | Sell | Isharescore s&p500 etf | $3,636,000 | -3.3% | 17,577 | -7.3% | 0.90% | -6.8% |
| XEC | Buy | Cimarex Energy Co | $3,616,000 | +17.2% | 34,112 | +39.9% | 0.89% | +13.1% |
| REGN | Sell | Regeneron Pharmaceuticals | $3,606,000 | +11.6% | 8,789 | -1.9% | 0.89% | +7.6% |
| RSP | Sell | Rydex ETF Trustgug s&p500 eq wt | $3,425,000 | +2.7% | 42,791 | -2.7% | 0.84% | -0.9% |
| New | ARM Hldgs PLCsponsored adr | $3,419,000 | – | 73,846 | +100.0% | 0.84% | – | |
| SCHG | Sell | Schwab Strategic Trus lcap gr etf | $3,414,000 | -1.2% | 65,924 | -6.2% | 0.84% | -4.8% |
| EXP | Buy | Eagle Materials Inc | $3,070,000 | +15.4% | 40,385 | +54.6% | 0.76% | +11.3% |
| EEM | Sell | Isharesmsci emg mkt etf | $3,049,000 | -10.6% | 77,595 | -5.4% | 0.75% | -13.9% |
| GEX | Sell | Market Vectors ETF Trgbl alter enrg | $3,024,000 | -11.2% | 56,023 | -2.1% | 0.75% | -14.4% |
| ILMN | Sell | Illumina Inc | $2,977,000 | +6.5% | 16,128 | -5.4% | 0.74% | +2.8% |
| ULTI | Sell | Ultimate Software Group Inc | $2,973,000 | +2.0% | 20,252 | -1.6% | 0.73% | -1.6% |
| VEU | Sell | Vanguard Intl Equity Index Fallwrld ex us | $2,949,000 | -6.1% | 62,926 | -1.3% | 0.73% | -9.5% |
| SCIF | Buy | Market Vectors ETF Trindia small cp | $2,910,000 | +94.3% | 65,114 | +91.8% | 0.72% | +87.5% |
| CVY | Sell | Claymore Exchange Trd Fd Trgug multi asset | $2,819,000 | -13.1% | 126,035 | -5.5% | 0.70% | -16.1% |
| PEY | Sell | Powershares ETF Trusthi yld eq dvdn | $2,798,000 | +6.2% | 207,296 | -2.1% | 0.69% | +2.4% |
| BIIB | Sell | Biogen Idec Inc | $2,714,000 | -18.1% | 7,996 | -20.2% | 0.67% | -21.0% |
| BLUE | New | Bluebird Bio Inc | $2,680,000 | – | 29,220 | +100.0% | 0.66% | – |
| GDX | New | Market Vectors ETF Trgold miner etf | $2,618,000 | – | 142,436 | +100.0% | 0.65% | – |
| GAL | Sell | SSGA Active ETF Trglobl allo etf | $2,508,000 | -1.9% | 72,280 | -2.5% | 0.62% | -5.4% |
| EFA | Sell | Isharesmsci eafe etf | $2,369,000 | -8.7% | 38,938 | -3.8% | 0.58% | -11.9% |
| IGSB | Sell | Ishares1-3 yr cr bd etf | $2,312,000 | -1.2% | 21,984 | -1.0% | 0.57% | -4.7% |
| WIP | Sell | SPDR Series Trustdb int gvt etf | $2,306,000 | -3.9% | 40,483 | -0.9% | 0.57% | -7.3% |
| SDIV | Buy | Global X Fdsglb x superdiv | $2,252,000 | -3.0% | 97,602 | +0.8% | 0.56% | -6.4% |
| VUG | Sell | Vanguard Index Fdsgrowth etf | $2,243,000 | +2.0% | 21,490 | -2.6% | 0.55% | -1.8% |
| FRC | Sell | First Rep Bk San Francisco C | $2,233,000 | -53.2% | 42,835 | -55.7% | 0.55% | -54.9% |
| BMRN | Sell | Biomarin Pharmaceutical Inc | $2,059,000 | -42.4% | 22,776 | -54.0% | 0.51% | -44.5% |
| SCHB | Buy | Schwab Strategic Trus brd mkt etf | $1,821,000 | +37.4% | 36,542 | +31.1% | 0.45% | +32.4% |
| PGX | Buy | Powershares Global ETF Trustagg pfd port | $1,747,000 | +2.7% | 118,877 | +1.1% | 0.43% | -0.9% |
| HYS | Sell | Pimco ETF Tr0-5 high yield | $1,724,000 | -5.3% | 17,097 | -2.6% | 0.42% | -8.8% |
| BBN | Buy | Blackrock Build Amer Bd Tr | $1,692,000 | +18.9% | 76,365 | +12.8% | 0.42% | +14.8% |
| BAB | Sell | Powershares ETF Tr IIbuild amer etf | $1,671,000 | +1.3% | 54,885 | -1.3% | 0.41% | -2.4% |
| PODD | Sell | Insulet Corp | $1,462,000 | -42.2% | 31,748 | -53.8% | 0.36% | -44.3% |
| ALGT | Sell | Allegiant Travel Co | $1,456,000 | +15.9% | 9,683 | -4.7% | 0.36% | +11.8% |
| CWB | Buy | SPDR Series Trustbrc cnv secs etf | $1,403,000 | +534.8% | 29,918 | +572.3% | 0.35% | +507.0% |
| SRCL | Sell | Stericycle Inc | $1,361,000 | -48.9% | 10,381 | -54.6% | 0.34% | -50.7% |
| UAA | Sell | Under Armour Inccl a | $1,298,000 | -4.3% | 19,118 | -2.5% | 0.32% | -7.8% |
| IEMG | Sell | IShares Inccore msci emkt | $1,281,000 | -8.7% | 27,235 | -2.8% | 0.32% | -12.0% |
| RAVI | Buy | Flexshares Trready acc vari | $1,278,000 | +6.8% | 16,969 | +7.3% | 0.32% | +2.9% |
| TUR | New | Isharesmsci turkey etf | $1,267,000 | – | 23,331 | +100.0% | 0.31% | – |
| BMY | Buy | Bristol Myers Squibb Co | $1,172,000 | +19.7% | 19,858 | +3.8% | 0.29% | +15.1% |
| PG | Sell | Procter & Gamble Co | $1,097,000 | +2.1% | 12,044 | -6.1% | 0.27% | -1.5% |
| IJT | Sell | Isharessp smcp600gr etf | $1,087,000 | +7.8% | 8,879 | -0.9% | 0.27% | +3.9% |
| PFF | Sell | Isharesu.s. pfd stk etf | $1,064,000 | -1.3% | 26,990 | -1.1% | 0.26% | -4.7% |
| QQQ | Sell | Powershares QQQ Trustunit ser 1 | $1,003,000 | +2.5% | 9,711 | -2.0% | 0.25% | -1.2% |
| MDYG | Sell | SPDR Series Trusts&p 400 mdcp grw | $1,003,000 | +4.5% | 8,466 | -0.5% | 0.25% | +0.8% |
| GOOGL | Sell | Google Inccl a | $984,000 | -11.0% | 1,854 | -1.3% | 0.24% | -14.1% |
| IBB | Sell | Isharesnasdq biotec etf | $946,000 | -0.2% | 3,120 | -10.0% | 0.23% | -4.1% |
| XRT | Sell | SPDR Series Trusts&p retail etf | $926,000 | -3.9% | 9,648 | -14.4% | 0.23% | -7.3% |
| GOOG | Sell | Google Inccl c | $928,000 | -13.4% | 1,763 | -5.0% | 0.23% | -16.4% |
| KO | New | Coca Cola Co | $895,000 | – | 21,196 | +100.0% | 0.22% | – |
| FLOT | Buy | Ishares Trfltg rate bd etf | $845,000 | +156.8% | 16,710 | +158.2% | 0.21% | +148.8% |
| IEV | Buy | Ishareseurope etf | $820,000 | +14.2% | 19,288 | +21.2% | 0.20% | +9.8% |
| DBL | Sell | DoubleLine Opportunistic Cr | $796,000 | +2.2% | 32,395 | -1.8% | 0.20% | -1.5% |
| CVX | Buy | Chevron Corp New | $767,000 | -5.9% | 6,834 | +0.1% | 0.19% | -9.6% |
| SCHA | Buy | Schwab Strategic Trus sml cap etf | $762,000 | +32.3% | 13,830 | +23.4% | 0.19% | +27.9% |
| SCHO | Sell | Schwab Strategic Trsht tm us tres | $700,000 | -38.8% | 13,845 | -38.8% | 0.17% | -41.0% |
| GE | Buy | General Electric Co | $641,000 | -1.4% | 25,369 | +0.0% | 0.16% | -4.8% |
| SPSB | New | SPDR Series Trustbarc sht tr cp | $618,000 | – | 20,199 | +100.0% | 0.15% | – |
| VTI | Sell | Vanguard Index Fdstotal stk mkt | $596,000 | +4.0% | 5,626 | -0.6% | 0.15% | 0.0% |
| ORCL | Buy | Oracle Corp | $579,000 | +17.7% | 12,865 | +0.0% | 0.14% | +13.5% |
| FLRN | Buy | SPDR SER TRinv grd flt rt | $551,000 | +72.2% | 18,070 | +73.3% | 0.14% | +65.9% |
| MUNI | Sell | Pimco ETF Trinter mun bd st | $505,000 | -0.6% | 9,414 | -1.1% | 0.12% | -3.8% |
| ULST | Sell | SSGA Active ETF Trult sht trm bd | $499,000 | -17.7% | 12,489 | -17.2% | 0.12% | -20.6% |
| EELV | Sell | Powershares ETF Tr IIem mrk low vol | $495,000 | -14.9% | 19,340 | -9.7% | 0.12% | -18.1% |
| SPG | Simon Ppty Group Inc New | $478,000 | +10.6% | 2,625 | 0.0% | 0.12% | +6.3% | |
| VTIP | Sell | Vanguard Malvern Fdsstrm infproidx | $452,000 | -41.6% | 9,360 | -40.3% | 0.11% | -43.4% |
| PGHY | Sell | Powershares ETF Trust IIglbl st hi yld | $441,000 | -34.8% | 18,927 | -32.8% | 0.11% | -37.0% |
| COP | ConocoPhillips | $435,000 | -9.9% | 6,306 | 0.0% | 0.11% | -13.7% | |
| KMI | New | Kinder Morgan Inc Del | $433,000 | – | 10,241 | +100.0% | 0.11% | – |
| PCI | Sell | Pimco Dynamic Cr Income Fd | $430,000 | -8.7% | 20,837 | -0.7% | 0.11% | -12.4% |
| SUB | Buy | Isharessht ntlamtfr etf | $430,000 | +55.8% | 4,060 | +56.5% | 0.11% | +49.3% |
| VRP | New | Powershares ETF Tr IIvar rate pfd por | $430,000 | – | 17,450 | +100.0% | 0.11% | – |
| IJK | Isharess&p mc 400gr etf | $414,000 | +5.6% | 2,591 | 0.0% | 0.10% | +2.0% | |
| NBB | Buy | Nuveen Build Amer Bd Fd | $408,000 | +41.2% | 19,260 | +35.7% | 0.10% | +36.5% |
| ABT | Abbot Labs | $379,000 | +8.3% | 8,426 | 0.0% | 0.09% | +4.4% | |
| DD | Sell | Du Pont E I De Nemours & Co | $379,000 | +2.2% | 5,130 | -0.8% | 0.09% | -1.1% |
| HACK | New | Factorshares Trise cyber sec | $376,000 | – | 14,184 | +100.0% | 0.09% | – |
| NEAR | New | Ishares U S ETF Trsht mat bd etf | $378,000 | – | 7,548 | +100.0% | 0.09% | – |
| PFE | Buy | Pfizer Inc | $371,000 | +47.2% | 11,916 | +40.0% | 0.09% | +43.8% |
| PCL | Plum Creek Timber Co Inc | $321,000 | +9.6% | 7,507 | 0.0% | 0.08% | +5.3% | |
| CAT | Sell | Caterpillar Inc Del | $298,000 | -91.2% | 3,252 | -90.5% | 0.07% | -91.5% |
| DEM | Sell | WisdomTree Tremerg mkts etf | $279,000 | -32.0% | 6,610 | -23.0% | 0.07% | -34.3% |
| DVY | Sell | Isharesselect divid etf | $279,000 | +5.3% | 3,518 | -2.0% | 0.07% | +1.5% |
| IEFA | Sell | Ishares Trcore msci eafe | $270,000 | -43.6% | 4,880 | -40.7% | 0.07% | -45.5% |
| DGS | Buy | Wisdomtree Emerging Small Cap Div ETF | $243,000 | -2.4% | 5,630 | +4.3% | 0.06% | -6.2% |
| VPU | Vanguard World Fdsutilities etf | $238,000 | +12.3% | 2,326 | 0.0% | 0.06% | +9.3% | |
| FNDX | New | Schwab Strategic Trschwab fdt us lg | $240,000 | – | 7,977 | +100.0% | 0.06% | – |
| REZ | Isharesresid rl est cap | $233,000 | +15.3% | 3,948 | 0.0% | 0.06% | +9.6% | |
| PPG | New | PPG Inds Inc | $232,000 | – | 1,005 | +100.0% | 0.06% | – |
| VPL | Buy | Vanguard Intl Equity Index Fftse pacific etf | $229,000 | +9.6% | 4,020 | +14.0% | 0.06% | +7.5% |
| WBA | New | Walgreens Boots Alliance Inc | $204,000 | – | 2,675 | +100.0% | 0.05% | – |
| IWM | New | Ishares Trrussell 2000 etf | $200,000 | – | 1,675 | +100.0% | 0.05% | – |
| ETY | Buy | Eaton Vance Tx Mgd Div Eq In | $163,000 | +19.9% | 14,600 | +22.7% | 0.04% | +14.3% |
| RQI | New | Cohen & Steers Quality Rlty | $133,000 | – | 10,950 | +100.0% | 0.03% | – |
| NAVB | Buy | Navidea Biopharmaceuticals I | $57,000 | +338.5% | 30,000 | +200.0% | 0.01% | +366.7% |
| PSX | Exit | Phillips 66 | $0 | – | -2,582 | -100.0% | -0.05% | – |
| FNDF | Exit | Schwab Strategic Trschwb fdt int lg | $0 | – | -11,189 | -100.0% | -0.08% | – |
| 4945SC | Exit | Kinder Morgan Energy Partnerut ltd partner | $0 | – | -4,600 | -100.0% | -0.11% | – |
| KN | Exit | Knowles Corp | $0 | – | -17,774 | -100.0% | -0.12% | – |
| VWO | Exit | Vanguard Intl Equity Index Fftse emr mkt etf | $0 | – | -13,526 | -100.0% | -0.14% | – |
| XNTK | Exit | SPDR Series Trustmorgan tech etf | $0 | – | -8,254 | -100.0% | -0.20% | – |
| USCI | Exit | United Sts Commodity Index F | $0 | – | -16,259 | -100.0% | -0.23% | – |
| ALGN | Exit | Align Technology Inc | $0 | – | -24,338 | -100.0% | -0.32% | – |
| ICD | Exit | Independence Contract Dril I | $0 | – | -134,467 | -100.0% | -0.40% | – |
| KOG | Exit | Kodiak Oil & Gas Corp | $0 | – | -118,685 | -100.0% | -0.41% | – |
| SBNY | Exit | Signature Bk New York N Y | $0 | – | -16,090 | -100.0% | -0.46% | – |
| DRQ | Exit | Dril-Quip Inc | $0 | – | -21,014 | -100.0% | -0.48% | – |
| GTATQ | Exit | GT Advanced Technologies Inc | $0 | – | -256,390 | -100.0% | -0.71% | – |
| ARMH | Exit | ARM Hldgs PLCsponsored adr | $0 | – | -77,788 | -100.0% | -0.87% | – |
| CELG | Exit | Celgene Corp | $0 | – | -44,242 | -100.0% | -1.07% | – |
| BRKB | Exit | Berkshire Hathaway Inc Delcl b new | $0 | – | -38,364 | -100.0% | -1.36% | – |
| AAPL | Exit | Apple Inc | $0 | – | -84,466 | -100.0% | -2.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-10-21 |
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.