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CABOT WEALTH MANAGEMENT INC13F | |
| CABOT WEALTH MANAGEMENT INC | |
| Last update 2025-04-22 | 127 Stocks (3 new) |
| Value $785.00 Mil | Turnover 5 % |
CABOT WEALTH MANAGEMENT INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 154,583 | 34,337.5 | -0.33% | 4.370 | -0.02% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 57,103 | 30,411.9 | -2.20% | 3.870 | -0.07% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
IEI | iShares 3-7 Year Treasury Bond ETF | 251,278 | 29,684.7 | +120.09% | 3.780 | +2.06% | 0.180 | +0.87% | +3.99% | 15,676.4 | ||
MBB | iShares MBS ETF | 311,328 | 29,196.3 | +11.05% | 3.720 | +0.37% | 0.080 | +1.06% | +3.03% | 38,893.1 | ||
SONY | Sony Group Corp | 848,626 | 21,546.6 | -0.50% | 2.740 | -0.01% | 0.010 | -0.37% | +13.36% | 143,618.5 | Hardware | |
MELI | MercadoLibre Inc | 10,842 | 21,151.3 | -0.49% | 2.690 | -0.01% | 0.020 | +14.97% | +41.94% | 122,361.7 | Retail - Cyclical | |
HDB | HDFC Bank Ltd | 292,866 | 19,458.0 | +0.94% | 2.480 | +0.02% | 0.010 | +5.57% | +19.10% | 192,413.4 | Banks | |
GOOG | Alphabet Inc | 122,292 | 19,105.7 | -0.15% | 2.430 | 0% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
TJX | TJX Companies Inc | 156,729 | 19,089.6 | -2.02% | 2.430 | -0.05% | 0.010 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 76,186 | 18,688.4 | -17.81% | 2.380 | -0.50% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
CABOT WEALTH MANAGEMENT INC's Historical Top Holdings Breakdowns
CABOT WEALTH MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +2.06% | 114.57 ($116.45) 118.14 | $118.13 | 1.44% | Add 120.09% | 251,278 | 137,109 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -1.66% | 32.5 ($32.96) 33.3 | $33.40 | 1.33% | Sold Out | 0 | -398,838 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -0.52% | 50.29 ($50.4) 50.5 | $50.44 | 0.08% | Reduce -26.43% | 228,049 | -81,926 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.50% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -17.81% | 76,186 | -16,511 | |
DPZ | Domino's Pizza Inc | 2025-03-31 | Add Add | +0.41% | 402.33 ($452.3) 489.71 | $465.95 | 3.02% | Add 36.64% | 25,961 | 6,961 | |
MBB | iShares MBS ETF | 2025-03-31 | Add Add | +0.37% | 90.37 ($92.49) 94.08 | $92.80 | 0.34% | Add 11.05% | 311,328 | 30,985 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.36% | 81.83 ($82.24) 82.73 | $82.53 | 0.35% | Add 56.2% | 93,600 | 33,677 | |
APH | Amphenol Corp | 2025-03-31 | Add Add | +0.35% | 61.62 ($68.22) 78.55 | $103.34 | 51.48% | Add 31.7% | 174,659 | 42,044 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.25% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Add 37.25% | 8,722 | 2,367 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.18% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -19.22% | 10,205 | -2,428 |
CABOT WEALTH MANAGEMENT INC Total Holding History ($B)
CABOT WEALTH MANAGEMENT INC's Asset Allocation
CABOT WEALTH MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CABOT WEALTH MANAGEMENT INC's Hypothetical Growth since 2025-03-31
CABOT WEALTH MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CABOT WEALTH MANAGEMENT INC's Holdings Heat Map
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CABOT WEALTH MANAGEMENT INC's Holdings Bubble Chart
CABOT WEALTH MANAGEMENT INC News
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