$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPG | Simon Ppty Group Inc New | $478,000 | +10.6% | 2,625 | 0.0% | 0.12% | +6.3% | |
| COP | ConocoPhillips | $435,000 | -9.9% | 6,306 | 0.0% | 0.11% | -13.7% | |
| IJK | Isharess&p mc 400gr etf | $414,000 | +5.6% | 2,591 | 0.0% | 0.10% | +2.0% | |
| ABT | Abbot Labs | $379,000 | +8.3% | 8,426 | 0.0% | 0.09% | +4.4% | |
| PCL | Plum Creek Timber Co Inc | $321,000 | +9.6% | 7,507 | 0.0% | 0.08% | +5.3% | |
| VPU | Vanguard World Fdsutilities etf | $238,000 | +12.3% | 2,326 | 0.0% | 0.06% | +9.3% | |
| REZ | Isharesresid rl est cap | $233,000 | +15.3% | 3,948 | 0.0% | 0.06% | +9.6% |
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 | 2024-05-03 |
| 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.