Fund HoldingsCABOT WEALTH MANAGEMENT INC

Total Portfolio Value
$719.28M
Total Bought
$237.26M
Total Sold
$476.13M
Net Transaction
-$238.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0162,605+162,605031,3064.35%+31,306
BERKSHIRE HATHAWAY INC DEL61,57061,052-5182221,7753.03%+21,753
SPDR SER TR
ST INTER BD ETF
0652,747+652,747021,4302.98%+21,430
WISDOMTREE TR(WT)422,757418,680-4,0772121,0352.92%+21,013
HDFC BANK LTD(HDB)0286,612+286,612019,2352.67%+19,235
BANK OZK LITTLE ROCK ARK(OZK)0383,638+383,638019,1172.66%+19,117
ALPHABET INC(GOOG)133,946133,370-5761818,7962.61%+18,778
SCHWAB STRATEGIC TR0548,102+548,102018,4872.57%+18,487
JPMORGAN CHASE & CO(JPM)108,592106,592-2,0001618,1312.52%+18,115
TJX COS INC NEW(TJX)190,629185,523-5,1061717,4042.42%+17,387
MERCADOLIBRE INC(MELI)11,04211,012-301417,3062.41%+17,292
VANGUARD WELLINGTON FD0129,063+129,063016,9452.36%+16,945
CDW CORP(CDW)73,44671,876-1,5701516,3392.27%+16,324
CINTAS CORP(CTAS)026,887+26,887016,2042.25%+16,204
SONY GROUP CORP(SONY)0162,539+162,539015,3912.14%+15,391
SCHWAB STRATEGIC TR0247,670+247,670015,3412.13%+15,341
FEDEX CORP(FDX)58,91858,598-3201614,8242.06%+14,808
VISA INC(V)056,341+56,341014,6682.04%+14,668
ROCKWELL AUTOMATION INC(ROK)045,126+45,126014,0111.95%+14,011
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0130,223+130,223013,5431.88%+13,543
CHEMED CORP NEW(CHE)022,854+22,854013,3641.86%+13,364
OMNICOM GROUP INC(OMC)0153,865+153,865013,3111.85%+13,311
NOVO-NORDISK A S(NVO)119,624120,192+5681112,4341.73%+12,423
ZOETIS INC(ZTS)60,47761,196+7191112,0781.68%+12,068
HOME DEPOT INC(HD)33,84433,515-3291011,6151.61%+11,605
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
0510,500+510,500011,1231.55%+11,123
ISHARES TR
MSCI INTL MOMENT
0322,425+322,425011,0561.54%+11,056
ACCENTURE PLC IRELAND
SHS CLASS A
28,96929,783+814910,4511.45%+10,442
SYSCO CORP(SYY)0139,798+139,798010,2231.42%+10,223
SCHWAB STRATEGIC TR0360,303+360,30309,7791.36%+9,779
SCHWAB STRATEGIC TR0369,688+369,68809,1651.27%+9,165
ISHARES TR55,08573,649+18,56468,6271.20%+8,620
DISNEY WALT CO(DIS)093,085+93,08508,4051.17%+8,405
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
051,529+51,52908,1311.13%+8,131
ISHARES TR29,30784,109+54,80237,9131.10%+7,910
VERIZON COMMUNICATIONS INC(VZ)0204,627+204,62707,7141.07%+7,714
DOMINOS PIZZA INC(DPZ)16,24916,768+51966,9120.96%+6,906
AMERICAN TOWER CORP NEW(AMT)029,587+29,58706,3870.89%+6,387
DANAHER CORPORATION(DHR)25,48825,687+19965,9420.83%+5,936
AMPHENOL CORP NEW55,37557,437+2,06255,6940.79%+5,689
META PLATFORMS INC(META)15,91315,532-38155,4980.76%+5,493
MICROSOFT CORP(MSFT)013,252+13,25204,9830.69%+4,983
NIKE INC(NKE)045,155+45,15504,9020.68%+4,902
SPDR SER TR
ST SHOR CORP ETF
329,536155,901-173,635104,6430.65%+4,633
SALESFORCE INC(CRM)017,464+17,46404,5950.64%+4,595
SCHWAB STRATEGIC TR83,60582,112-1,49344,5450.63%+4,541
SPDR GOLD TR(GLD)023,002+23,00204,3970.61%+4,397
ISHARES TR
MSCI USA QLT FCT
28,17428,422+24844,1820.58%+4,178
SPDR SER TR
ST STR BLO 1 ETF
54,73844,321-10,41754,0500.56%+4,045
ISHARES TR132,36249,040-83,322114,0230.56%+4,013
ELI LILLY & CO(LLY)6,6336,594-3943,8440.53%+3,840
SPDR SER TR
ST STR PR SP1500
062,838+62,83803,6730.51%+3,673
WISDOMTREE TR(WT)83,47585,016+1,54133,5750.50%+3,572
SERVICENOW INC(NOW)5,0995,014-8533,5420.49%+3,539
ROLLINS INC(ROL)82,61780,483-2,13433,5150.49%+3,512
SCHWAB CHARLES CORP(SCHW)35,06048,713+13,65323,3510.47%+3,350
ASML HOLDING N V
N Y REGISTRY SHS
04,359+4,35903,2990.46%+3,299
INSULET CORP(PODD)014,990+14,99003,2530.45%+3,253
TESLA INC(TSLA)012,889+12,88903,2030.45%+3,203
IDEXX LABS INC(IDXX)05,674+5,67403,1490.44%+3,149
NVIDIA CORPORATION(NVDA)6,3016,220-8133,0800.43%+3,078
FTI CONSULTING INC(FCN)015,371+15,37103,0610.43%+3,061
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
116,300117,851+1,55132,9630.41%+2,961
SCHWAB STRATEGIC TR57,35552,070-5,28532,9370.41%+2,934
WORLD GOLD TR(GLDM)66,60866,805+19722,7330.38%+2,731
LOVESAC COMPANY0103,694+103,69402,6490.37%+2,649
BOOZ ALLEN HAMILTON HLDG COR21,01020,660-35022,6430.37%+2,640
ADOBE INC(ADBE)4,4684,414-5422,6330.37%+2,631
HALOZYME THERAPEUTICS INC(HALO)46,14865,926+19,77822,4370.34%+2,435
ALPHABET INC(GOOG)17,32416,870-45422,3570.33%+2,354
BOOKING HOLDINGS INC(BKNG)620628+822,2280.31%+2,226
SPDR INDEX SHS FDS
ST MARKE CAP ETF
39,27839,196-8222,2130.31%+2,211
SCHWAB STRATEGIC TR62,15262,956+80422,1950.31%+2,193
SCHWAB STRATEGIC TR60,49261,990+1,49822,1630.30%+2,161
ALIBABA GROUP HLDG LTD(BABA)29,45827,476-1,98232,1300.30%+2,127
ISHARES INC77,18879,315+2,12722,0860.29%+2,084
SPDR INDEX SHS FDS
ST STR PO EX ETF
59,63960,598+95922,0610.29%+2,059
ORACLE CORP(ORCL)019,264+19,26402,0310.28%+2,031
DATADOG INC(DDOG)7,14316,294+9,15111,9780.27%+1,977
GALLAGHER ARTHUR J & CO(AJG)8,2208,041-17921,8080.25%+1,806
LIVE NATION ENTERTAINMENT IN(LYV)018,904+18,90401,7690.25%+1,769
ISHARES TR
MSCI USA VALUE
16,47516,992+51711,7190.24%+1,717
ISHARES TR30,70831,709+1,00121,6260.23%+1,624
EPAM SYS INC(EPAM)05,454+5,45401,6220.23%+1,622
SHERWIN WILLIAMS CO(SHW)8,0904,923-3,16721,5350.21%+1,533
SNOWFLAKE INC(SNOW)3,6477,515+3,86811,4950.21%+1,495
ISHARES TR
0-5YR HI YL CP
29,80130,171+37011,2740.18%+1,273
ISHARES TR
CORE MSCI EAFE
19,55017,773-1,77711,2500.17%+1,249
KELLANOVA020,781+20,78101,1620.16%+1,162
SCHWAB STRATEGIC TR31,90531,039-86611,1470.16%+1,146
HERSHEY CO(HSY)6,4025,878-52411,0960.15%+1,095
ISHARES TR2,0442,025-1919670.13%+966
ISHARES TR
INTL EQTY FACTOR
31,59032,683+1,09319160.13%+915
SPDR INDEX SHS FDS
ST STR MSCI EM
15,27815,920+64219100.13%+909
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
45,16146,894+1,73319050.13%+904
ISHARES INC
ESG AWR MSCI EM
26,31627,550+1,23418830.12%+882
ISHARES TR
IBONDS 27 ETF
34,84636,358+1,51218700.12%+869
PROCTER AND GAMBLE CO(PG)5,9115,911018660.12%+865
INMODE LTS(INMD)035,985+35,98508000.11%+800
ISHARES TR33,63335,640+2,00717710.11%+771
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