CABOT WEALTH MANAGEMENT INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    salem, MA
  • CIK
    0001016683
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

128

$787.47M
AAPL, BRK.B, MBB, TSM
13F-HR
Feb 3, 2025
000108514625000741

129

$799.99M
AAPL, BRK.B, MBB, MELI
13F-HR
Oct 15, 2024
000108514624004908

134

$762.93M
AAPL, BRK.B, GOOG, KRE
13F-HR
Jul 12, 2024
000108514624002946

140

$765.08M
AAPL, BRK.B, KRE, JPM
13F-HR
May 3, 2024
000108514624002197

139

$719.28M
AAPL, BRK.B, KRE, USFR
13F-HR
Feb 12, 2024
000101668324000001

140

$653.00K
AAPL, BRK.B, USFR, GOOG
13F-HR
Oct 26, 2023
000101668323000004

142

$670.00K
AAPL, BRK.B, USFR, HDB
13F-HR
Jul 13, 2023
000101668323000003

140

$634.00K
AAPL, HDB, BRK.B, USFR
13F-HR
Apr 20, 2023
000101668323000002

145

$593.00K
AAPL, HDB, BRK.B, FNDF
13F-HR
Jan 31, 2023
000101668323000001

147

$591.30M
AAPL, BANK OZK, HDB, BRK.B
13F-HR
Oct 19, 2022
000101668322000007

152

$630.39M
AAPL, BRK.B, BANK OZK, HDB
13F-HR
Aug 1, 2022
000101668322000006

162

$742.81M
AAPL, BRK.B, BANK OZK, GOOG
13F-HR
Apr 14, 2022
000101668322000004

166

$788.91M
AAPL, BANK OZK, FRCB, FNDF
13F-HR
Jan 26, 2022
000101668322000002

163

$744.94M
AAPL, HDB, FRCB, BANK OZK
13F-HR
Oct 21, 2021
000101668321000007

162

$748.68M
AAPL, HDB, FNDF, FRCB
13F-HR
Jul 26, 2021
000101668321000005

160

$708.65M
HDB, AAPL, MBB, FNDF
13F-HR
Apr 20, 2021
000101668321000003

143

$650.89M
AAPL, MBB, MELI, HDB
13F-HR
Feb 2, 2021
000101668321000001

133

$549.95M
MBB, AAPL, FDX, FNDF
13F-HR
Nov 5, 2020
000101668320000008

132

$501.38M
MBB, AAPL, SCHX, FNDF
13F-HR
Aug 10, 2020
000101668320000005

117

$418.62M
MBB, AAPL, SCHX, SCHF
13F-HR
Apr 23, 2020
000101668320000004

130

$517.73M
SCHF, AAPL, SCHX, HDB
13F-HR
Feb 12, 2020
000101668320000002

130

$473.28M
SCHF, SCHX, FNDF, HDB
13F-HR
Oct 31, 2019
000101668319000008

127

$474.10M
SCHF, SCHX, FNDF, HDB
13F-HR
Aug 6, 2019
000101668319000006

129

$454.92M
SCHF, SCHX, FNDF, SPSB
13F-HR
May 13, 2019
000101668319000004

128

$409.60M
SCHF, SCHX, SPSB, FNDF
13F-HR
Feb 12, 2019
000101668319000002

125

$466.22M
SCHF, FNDF, SCHX, AAPL
13F-HR
Oct 30, 2018
000101668318000007

121

$448.72M
SCHF, FNDF, SCHX, SPSB
13F-HR
Aug 9, 2018
000101668318000005

127

$447.32M
SCHF, FNDF, SCHX, SPSB
13F-HR
May 11, 2018
000101668318000003

133

$462.48M
SCHF, FNDF, SCHX, SPSB
13F-HR
Feb 12, 2018
000101668318000001

130

$445.63M
SCHF, FNDF, SCHX, SPSB
13F-HR
Nov 6, 2017
000101668317000007

136

$430.16M
SCHF, FNDF, HDB, SPSB
13F-HR
Aug 1, 2017
000101668317000005

137

$406.46M
HDB, SCHF, FNDF, FRCB
13F-HR
May 9, 2017
000101668317000003

145

$369.49M
FRCB, HDB, JPM, DIS
13F-HR
Feb 7, 2017
000101668317000002

149

$388.97M
HDB, FRCB, GQ9, TJX COS INC NEW
13F-HR
Nov 8, 2016
000101668316000017

147

$379.79M
HDB, GQ9, TJX COS INC NEW, FRCB
13F-HR
Jul 11, 2016
000101668316000015

133

$359.38M
TJX COS INC NEW, HDB, AAPL, V
13F-HR
May 9, 2016
000101668316000013

142

$391.38M
HDB, TJX COS INC NEW, V, DIS
13F-HR
Jan 13, 2016
000101668316000011

138

$362.13M
TJX COS INC NEW, HDB, AAPL, DIS
13F-HR
Nov 3, 2015
000101668315000009

150

$411.48M
TJX COS INC NEW, HDB, FM, AAPL
13F-HR
Aug 7, 2015
000101668315000006

148

$411.18M
TJX COS INC NEW, AAPL, NVO, FM
13F-HR
May 7, 2015
000101668315000004

146

$405.25M
TJX COS INC NEW, AAPL, SCHX, V
13F-HR
Feb 13, 2015
000101668315000002

145

$390.79M
NVO, AAPL, TJX COS INC NEW, 9000066D
13F-HR
Oct 17, 2014
000101668314000008

144

$398.11M
9000066D, HDB, NVO, QCOM
13F-HR
Jul 28, 2014
000101668314000006

143

$380.29M
9000066D, NVO, QCOM, HDB
13F-HR
Apr 14, 2014
000101668314000004

150

$382.27M
NVO, 9000066D, V, HD
13F-HR
Feb 11, 2014
000101668314000002