$369 Million is the total value of CABOT WEALTH MANAGEMENT INC's 145 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KBE | New | SPDR Series Trusts&p metals mng | $5,733,000 | – | 131,882 | +100.0% | 1.55% | – |
| BBRC | New | Columbia ETF TR IIbeyond brics etf | $3,557,000 | – | 239,510 | +100.0% | 0.96% | – |
| VHT | New | Vanguard World Fdshealth car etf | $2,939,000 | – | 23,183 | +100.0% | 0.80% | – |
| CHE | New | Chemed Corp New | $2,608,000 | – | 16,260 | +100.0% | 0.71% | – |
| EUFN | New | Isharesmsci euro fl etf | $2,434,000 | – | 128,383 | +100.0% | 0.66% | – |
| XME | New | SPDR Series Trusts&p bk etf | $2,419,000 | – | 79,545 | +100.0% | 0.66% | – |
| DLTH | New | Duluth Hldgs Inc | $2,052,000 | – | 80,802 | +100.0% | 0.56% | – |
| NVDA | New | Nvidia Corp | $1,931,000 | – | 18,095 | +100.0% | 0.52% | – |
| BABA | New | Alibaba Group Hldg Ltdsponsored ads | $1,203,000 | – | 13,699 | +100.0% | 0.33% | – |
| SCHP | New | Schwab Strategic Trus tips etf | $446,000 | – | 8,129 | +100.0% | 0.12% | – |
| MO | New | Altria Group Inc | $321,000 | – | 4,749 | +100.0% | 0.09% | – |
| KWEB | New | Kraneshares Trcsi chi internet | $262,000 | – | 7,552 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-07
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.