$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMTL | SSGA Active Trspdr dbleln emrg | $396,000 | -7.3% | 8,105 | 0.0% | 0.11% | -2.7% | |
| FM | Isharesmsci frntr100etf | $377,000 | -3.3% | 15,172 | 0.0% | 0.10% | +2.0% | |
| GD | General Dynamics Corp | $333,000 | +11.4% | 1,927 | 0.0% | 0.09% | +16.9% | |
| ABMD | Abiomed Inc | $251,000 | -12.2% | 2,226 | 0.0% | 0.07% | -8.1% | |
| DVY | Ishares Trselect divid etf | $231,000 | +3.6% | 2,605 | 0.0% | 0.06% | +10.5% | |
| DSL | Doubleline Income Solutions | $226,000 | -0.9% | 11,900 | 0.0% | 0.06% | +3.4% | |
| VPU | Vanguard World Fdsutilities etf | $227,000 | +0.4% | 2,117 | 0.0% | 0.06% | +5.2% | |
| DWM | WisdomTree Trintl equity fd | $217,000 | -1.4% | 4,677 | 0.0% | 0.06% | +3.5% | |
| REZ | Ishares Trresid rl est cap | $218,000 | -5.2% | 3,508 | 0.0% | 0.06% | 0.0% | |
| KO | Coca Cola Co | $207,000 | -2.4% | 4,999 | 0.0% | 0.06% | +1.8% |
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.