$653 Thousand is the total value of CABOT WEALTH MANAGEMENT INC's 141 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,111 | -100.0% | -0.03% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,820 | -100.0% | -0.03% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -1,254 | -100.0% | -0.03% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,054 | -100.0% | -0.03% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p quality | $0 | – | -4,914 | -100.0% | -0.04% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -52,801 | -100.0% | -0.16% | – |
| DOCS | Exit | DOXIMITY INCcl a | $0 | – | -31,281 | -100.0% | -0.16% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -11,886 | -100.0% | -0.23% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -26,233 | -100.0% | -0.28% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -111,549 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
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.