Fund HoldingsCABOT WEALTH MANAGEMENT INC

Total Portfolio Value
$787.46M
Total Bought
$52.44M
Total Sold
$44.81M
Net Transaction
+$7.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0125,331+125,331011,4591.46%+11,459
ALPHABET INC(GOOG)0122,474+122,474023,3242.96%+23,324
HUBSPOT INC(HUBS)3,2376,362+3,1251,7214,4330.56%+2,712
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0119,321+119,321023,5652.99%+23,565
VISA INC(V)54,39754,096-30114,95617,0962.17%+2,140
SONY GROUP CORP(SONY)165,791852,913+687,12216,01018,0482.29%+2,037
DANAHER CORPORATION(DHR)27,10441,595+14,4917,5359,5481.21%+2,013
JPMORGAN CHASE & CO.(JPM)96,53592,697-3,83820,35522,2202.82%+1,865
DISNEY WALT CO(DIS)097,192+97,192010,8221.37%+10,822
APPLE INC(AAPL)159,352155,099-4,25337,12938,8404.93%+1,711
ROCKWELL AUTOMATION INC(ROK)047,831+47,831013,6701.74%+13,670
TESLA INC(TSLA)8,4368,440+42,2073,4080.43%+1,201
AMPHENOL CORP NEW0132,615+132,61509,2101.17%+9,210
SERVICENOW INC(NOW)4,9294,872-574,4085,1650.66%+756
LIVE NATION ENTERTAINMENT IN(LYV)33,93433,883-513,7154,3880.56%+672
HDFC BANK LTD(HDB)0290,153+290,153018,5292.35%+18,529
SALESFORCE INC(CRM)010,873+10,87303,6350.46%+3,635
BANK OZK LITTLE ROCK ARK(OZK)292,021295,300+3,27912,55413,1501.67%+596
DOMINOS PIZZA INC(DPZ)019,000+19,00007,9751.01%+7,975
FEDEX CORP(FDX)057,067+57,067016,0552.04%+16,055
KLAVIYO INC(KVYO)90,42589,272-1,1533,1993,6820.47%+482
BOOKING HOLDINGS INC(BKNG)620621+12,6123,0850.39%+474
DATADOG INC(DDOG)016,893+16,89302,4140.31%+2,414
NVIDIA CORPORATION(NVDA)044,282+44,28205,9470.76%+5,947
INSULET CORP(PODD)15,98315,813-1703,7204,1280.52%+408
SCHWAB CHARLES CORP(SCHW)045,050+45,05003,3340.42%+3,334
ACCENTURE PLC IRELAND
SHS CLASS A
31,36332,486+1,12311,08611,4281.45%+342
TJX COS INC NEW(TJX)161,710159,964-1,74619,00719,3252.45%+318
BOOZ ALLEN HAMILTON HLDG COR22,25430,435+8,1813,6223,9170.50%+295
ALPHABET INC(GOOG)015,795+15,79502,9900.38%+2,990
PALANTIR TECHNOLOGIES INC(PLTR)03,597+3,59702720.03%+272
MEDPACE HLDGS INC(MEDP)016,496+16,49605,4800.70%+5,480
INVESCO QQQ TR0468+46802390.03%+239
SPDR SER TR
ST INTER BD ETF
0398,838+398,838013,0661.66%+13,066
WISDOMTREE TR(WT)0309,975+309,975015,5981.98%+15,598
CARNIVAL CORP09,165+9,16502280.03%+228
WORLD GOLD TR(GLDM)62,48766,263+3,7763,2573,4450.44%+188
SYSCO CORP(SYY)143,084148,499+5,41511,16911,3541.44%+185
ISHARES TR41,67844,992+3,3142,1952,3260.30%+131
AMAZON COM INC(AMZN)4,8964,697-1999121,0300.13%+118
CITIGROUP INC(C)9,3439,419+765856630.08%+78
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
15,27314,910-3633,0683,1380.40%+70
FAIR ISAAC CORP(FICO)2,0352,016-193,9554,0140.51%+59
ENTERPRISE BANCORP INC MASS7,3087,30802342890.04%+55
SCHWAB STRATEGIC TR38,227113,456+75,2292,5942,6300.33%+36
BROADCOM INC(AVGO)1,2281,039-1892122410.03%+29
DARDEN RESTAURANTS INC(DRI)1,2221,22202012280.03%+28
GLOBE LIFE INC4,1854,18504434670.06%+23
ISHARES TR2,3832,367-161,3751,3930.18%+19
GALLAGHER ARTHUR J & CO(AJG)6,5086,50801,8311,8470.23%+16
MASTERCARD INCORPORATED(MA)43543502152290.03%+14
ISHARES TR
IBONDS 27 ETF
53,11254,367+1,2551,2941,3030.17%+8
SIMON PPTY GROUP INC NEW(SPG)1,7451,74502953010.04%+6
SCHWAB STRATEGIC TR8,23216,465+8,2334244260.05%+2
STRYKER CORPORATION(SYK)89989903253240.04%-1
ABBOTT LABS2,1132,11302412390.03%-2
ISHARES TR
0-5YR HI YL CP
05,870+5,87002500.03%+250
CHEVRON CORP NEW(CVX)02,968+2,96804300.05%+430
COSTCO WHSL CORP NEW(COST)277259-182462370.03%-8
ISHARES TR1,1111,058-532452340.03%-12
MCDONALDS CORP(MCD)97597502972830.04%-14
GE AEROSPACE(GE)1,2981,368+702452280.03%-17
CONOCOPHILLIPS(COP)03,104+3,10403080.04%+308
ISHARES TR2,2862,249-374514290.05%-21
META PLATFORMS INC(META)12,96512,633-3327,4227,3970.94%-25
SOUTHERN CO(SO)3,8553,85503483170.04%-30
PROCTER AND GAMBLE CO(PG)5,8245,82401,0099760.12%-32
ISHARES TR
IBDS DEC28 ETF
65,46765,775+3081,6711,6380.21%-34
ISHARES TR70,21470,914+7001,6511,6170.21%-34
JOHNSON & JOHNSON(JNJ)02,005+2,00502900.04%+290
PHILLIPS 66(PSX)2,0352,03502682320.03%-36
SCHWAB STRATEGIC TR5,14117,928+12,7875365000.06%-36
COCA COLA CO(KO)3,7463,74602692330.03%-36
ISHARES TR62,05662,598+5421,3761,3370.17%-39
EXXON MOBIL CORP4,1974,19704924510.06%-41
WEYERHAEUSER CO MTN BE(WY)7,2007,20002442030.03%-41
ISHARES INC
CORE MSCI EMKT
5,6615,406-2553252820.04%-43
ISHARES TR59,76259,923+1614,9694,9120.62%-57
TORONTO DOMINION BK ONT(TD)6,0326,03203823210.04%-60
THERMO FISHER SCIENTIFIC INC(TMO)63863803953320.04%-63
SPDR GOLD TR(GLD)017,797+17,79704,3090.55%+4,309
SPDR INDEX SHS FDS
ST STR MSCI EM
24,96926,341+1,3721,5701,5030.19%-67
SCHWAB STRATEGIC TR74,661146,239+71,5784,4484,3430.55%-104
MICROSOFT CORP(MSFT)013,485+13,48505,6840.72%+5,684
LITTELFUSE INC(LFUS)5,4545,654+2001,4471,3320.17%-114
ORACLE CORP(ORCL)19,26418,941-3233,2833,1560.40%-126
ISHARES INC
ESG AWR MSCI EM
43,83743,776-611,5961,4620.19%-134
ISHARES TR
CORE MSCI EAFE
17,30917,304-51,3511,2160.15%-135
ISHARES TR
INTL EQTY FACTOR
52,54252,803+2611,6511,5170.19%-135
ISHARES TR
MSCI USA QLT FCT
38,84138,311-5306,9646,8220.87%-142
SCHWAB STRATEGIC TR046,075+46,07508520.11%+852
SPDR INDEX SHS FDS
ST STR PO EX ETF
69,42970,917+1,4882,6082,4200.31%-187
SPDR SER TR
ST STR PR SP1500
89,35784,989-4,3686,2606,0710.77%-190
VANGUARD WELLINGTON FD113,879110,231-3,64818,32918,1192.30%-210
UNITEDHEALTH GROUP INC(UNH)3670-3672150-215
SPDR INDEX SHS FDS
ST PORT MARK ETF
13,6558,890-4,7655643410.04%-223
MERCK & CO INC(MRK)2,0240-2,0242300-230
ISHARES TR112,300114,169+1,86913,43213,1921.68%-239
NEXTERA ENERGY INC(NEE)25,66126,088+4272,1691,8700.24%-299
HOME DEPOT INC(HD)33,88334,509+62613,73013,4241.70%-306
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