CABOT WEALTH MANAGEMENT INC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$787.5M
Holdings
128
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 2,968 | $429K | 0.05% | |
| 102 | IVEISHARES TR | 2,249 | $429K | 0.05% | |
| 103 | SCHASCHWAB STRATEGIC TR | 16,465 | $425K | 0.05% | |
| 104 | SPEMSPDR INDEX SHS FDS | 8,890 | $341K | 0.04% | |
| 105 | TMOTHERMO FISHER SCIENTIFIC INC | 638 | $331K | 0.04% | |
| 106 | SYKSTRYKER CORPORATION | 899 | $323K | 0.04% | |
| 107 | TDTORONTO DOMINION BK ONT | 6,032 | $321K | 0.04% | |
| 108 | SOSOUTHERN CO | 3,855 | $317K | 0.04% | |
| 109 | COPCONOCOPHILLIPS | 3,104 | $307K | 0.04% | |
| 110 | SPGSIMON PPTY GROUP INC NEW | 1,745 | $300K | 0.04% | |
| 111 | JNJJOHNSON & JOHNSON | 2,005 | $289K | 0.04% | |
| 112 | EBTCENTERPRISE BANCORP INC MASS | 7,308 | $288K | 0.04% | |
| 113 | IEMGISHARES INC | 5,406 | $282K | 0.04% | |
| 114 | MCDMCDONALDS CORP | 975 | $282K | 0.04% | |
| 115 | PLTRPALANTIR TECHNOLOGIES INC | 3,597 | $272K | 0.03% | |
| 116 | SHYGISHARES TR | 5,870 | $250K | 0.03% | |
| 117 | AVGOBROADCOM INC | 1,039 | $240K | 0.03% | |
| 118 | NDQINVESCO QQQ TR | 468 | $239K | 0.03% | |
| 119 | ABTABBOTT LABS | 2,113 | $239K | 0.03% | |
| 120 | COSTCOSTCO WHSL CORP NEW | 259 | $237K | 0.03% | |
| 121 | IWMISHARES TR | 1,058 | $233K | 0.03% | |
| 122 | KOCOCA COLA CO | 3,746 | $233K | 0.03% | |
| 123 | PSXPHILLIPS 66 | 2,035 | $231K | 0.03% | |
| 124 | MAMASTERCARD INCORPORATED | 435 | $229K | 0.03% | |
| 125 | DRIDARDEN RESTAURANTS INC | 1,222 | $228K | 0.03% | |
| 126 | CCLCARNIVAL CORP | 9,165 | $228K | 0.03% | |
| 127 | GEGE AEROSPACE | 1,368 | $228K | 0.03% | |
| 128 | WYWEYERHAEUSER CO MTN BE | 7,200 | $202K | 0.03% |
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