CABOT WEALTH MANAGEMENT INC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Salem, MA
CIK
0001016683
Alternate names
CABOT MONEY MANAGEMENT INC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 134 762,931 AAPL, BRK-B, GOOG, SPIB 13F-HR 7/12/2024 000108514624002946
Q1 2024 140 765,079 AAPL, BRK-B, SPIB, JPM 13F-HR 5/2/2024 000108514624002197
Q4 2023 139 719,284 AAPL, BRK-B, SPIB, USFR 13F-HR 2/12/2024 000101668324000001
Q3 2023 140 652,546 AAPL, BRK-B, USFR, GOOG 13F-HR 10/26/2023 000101668323000004
Q2 2023 142 669,556 AAPL, BRK-B, USFR, HDB 13F-HR 7/13/2023 000101668323000003
Q1 2023 140 633,469 AAPL, HDB, BRK-B, USFR 13F-HR 4/20/2023 000101668323000002
Q4 2022 145 592,664 AAPL, HDB, BRK-B, FNDF 13F-HR 1/31/2023 000101668323000001
Q3 2022 147 591,301 AAPL, OZK, HDB, BRK-B 13F-HR 10/19/2022 000101668322000007
Q2 2022 152 630,387 AAPL, BRK-B, OZK, HDB 13F-HR 8/1/2022 000101668322000006
Q1 2022 162 742,807 AAPL, BRK-B, OZK, GOOG 13F-HR 4/14/2022 000101668322000004
Q4 2021 166 788,913 AAPL, OZK, FRC, FNDF 13F-HR 1/26/2022 000101668322000002
Q3 2021 163 744,942 AAPL, HDB, FRC, OZK 13F-HR 10/21/2021 000101668321000007
Q2 2021 162 748,677 AAPL, HDB, FNDF, FRC 13F-HR 7/26/2021 000101668321000005
Q1 2021 160 708,651 HDB, AAPL, MBB, FNDF 13F-HR 4/20/2021 000101668321000003
Q4 2020 143 650,889 AAPL, MBB, MELI, HDB 13F-HR 2/2/2021 000101668321000001
Q3 2020 133 549,949 MBB, AAPL, FDX, FNDF 13F-HR 11/5/2020 000101668320000008
Q2 2020 132 501,375 MBB, AAPL, SCHX, FNDF 13F-HR 8/10/2020 000101668320000005
Q1 2020 117 418,620 MBB, AAPL, SCHX, SCHF 13F-HR 4/23/2020 000101668320000004
Q4 2019 130 517,733 SCHF, AAPL, SCHX, HDB 13F-HR 2/12/2020 000101668320000002
Q3 2019 130 473,277 SCHF, SCHX, FNDF, HDB 13F-HR 10/31/2019 000101668319000008
Q2 2019 127 474,099 SCHF, SCHX, FNDF, HDB 13F-HR 8/6/2019 000101668319000006
Q1 2019 129 454,921 SCHF, SCHX, FNDF, SPSB 13F-HR 5/13/2019 000101668319000004
Q4 2018 128 409,596 SCHF, SCHX, SPSB, FNDF 13F-HR 2/12/2019 000101668319000002
Q3 2018 125 466,217 SCHF, FNDF, SCHX, AAPL 13F-HR 10/30/2018 000101668318000007
Q2 2018 121 448,721 SCHF, FNDF, SCHX, SPSB 13F-HR 8/9/2018 000101668318000005
Q1 2018 127 447,318 SCHF, FNDF, SCHX, SPSB 13F-HR 5/11/2018 000101668318000003
Q4 2017 133 462,475 SCHF, FNDF, Claymore Exchange Trd Fd Tr, SCHX 13F-HR 2/12/2018 000101668318000001
Q3 2017 130 445,627 SCHF, FNDF, SCHX, Claymore Exchange Trd Fd Tr 13F-HR 11/6/2017 000101668317000007
Q2 2017 136 430,163 SCHF, FNDF, HDB, SPSB 13F-HR 8/1/2017 000101668317000005
Q1 2017 137 406,460 HDB, SCHF, FNDF, FRC 13F-HR 5/9/2017 000101668317000003
Q4 2016 145 369,491 FRC, HDB, JPM, DIS 13F-HR 2/7/2017 000101668317000002
Q3 2016 149 388,973 HDB, FRC, GLD, TJX 13F-HR 11/8/2016 000101668316000017
Q2 2016 147 379,787 HDB, GLD, TJX, FRC 13F-HR 7/11/2016 000101668316000015
Q1 2016 133 359,382 TJX, HDB, AAPL, V 13F-HR 5/9/2016 000101668316000013
Q4 2015 142 391,380 HDB, TJX, V, DIS 13F-HR 1/13/2016 000101668316000011
Q3 2015 138 362,133 TJX, HDB, AAPL, DIS 13F-HR 11/3/2015 000101668315000009
Q2 2015 150 411,476 Claymore Exchange Trd Fd Tr, TJX, HDB, FM 13F-HR 8/7/2015 000101668315000006
Q1 2015 148 411,184 Claymore Exchange Trd Fd Tr, TJX, AAPL, NVO 13F-HR 5/7/2015 000101668315000004
Q4 2014 146 405,246 Claymore Exchange Trd Fd Tr, TJX, AAPL, SCHX 13F-HR 2/13/2015 000101668315000002
Q3 2014 145 390,794 Claymore Exchange Trd Fd Tr, NVO, AAPL, TJX 13F-HR 10/17/2014 000101668314000008
Q2 2014 144 398,108 Claymore Exchange Trd Fd Tr, HDB, NVO, QCOM 13F-HR 7/28/2014 000101668314000006
Q1 2014 143 380,287 Claymore Exchange Trd Fd Tr, NVO, HDB, QCOM 13F-HR 4/14/2014 000101668314000004
Q4 2013 150 382,266 Claymore Exchange Trd Fd Tr, NVO, V, HD 13F-HR 2/11/2014 000101668314000002