CABOT WEALTH MANAGEMENT INC

Q4 2024 13F Holdings

  • Location
    salem, MA
  • Num holdings

    128

  • Value ($000)

    $787,465

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001016683
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$38.84 M
5 %

155,099

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$26.46 M
3 %

58,385

MBB
MBB

ISHARES TR

MBS ETF
464288588
$25.70 M
3 %

280,343

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$23.56 M
3 %

119,321

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$23.32 M
3 %

122,474

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$22.22 M
3 %

92,697

---

TJX COS INC NEW

COM
872540109
$19.33 M
3 %

159,964

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$18.53 M
2 %

290,153

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$18.53 M
2 %

10,895

VFMO
VFMO

VANGUARD WELLINGTON FD

US MOMENTUM
921935508
$18.12 M
2 %

110,231

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 128