CABOT WEALTH MANAGEMENT INC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$785.0M
Holdings
127
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GLGLOBE LIFE INC | 3,065 | $403K | 0.05% | |
| 102 | TDTORONTO DOMINION BK ONT | 6,032 | $361K | 0.05% | |
| 103 | SCHASCHWAB STRATEGIC TR | 15,417 | $361K | 0.05% | |
| 104 | JNJJOHNSON & JOHNSON | 2,159 | $358K | 0.05% | |
| 105 | SOSOUTHERN CO | 3,855 | $354K | 0.05% | |
| 106 | SPEMSPDR INDEX SHS FDS | 8,890 | $349K | 0.04% | |
| 107 | SYKSTRYKER CORPORATION | 920 | $342K | 0.04% | |
| 108 | COPCONOCOPHILLIPS | 3,104 | $325K | 0.04% | |
| 109 | IEMGISHARES INC | 5,966 | $321K | 0.04% | |
| 110 | TMOTHERMO FISHER SCIENTIFIC INC | 638 | $317K | 0.04% | |
| 111 | PLTRPALANTIR TECHNOLOGIES INC | 3,659 | $308K | 0.04% | |
| 112 | MCDMCDONALDS CORP | 975 | $304K | 0.04% | |
| 113 | ABTABBOTT LABS | 2,233 | $296K | 0.04% | |
| 114 | KOCOCA COLA CO | 4,105 | $294K | 0.04% | |
| 115 | SPGSIMON PPTY GROUP INC NEW | 1,745 | $289K | 0.04% | |
| 116 | NDQINVESCO QQQ TR | 616 | $288K | 0.04% | |
| 117 | EBTCENTERPRISE BANCORP INC MASS | 7,308 | $284K | 0.04% | |
| 118 | GEGE AEROSPACE | 1,353 | $270K | 0.03% | |
| 119 | DRIDARDEN RESTAURANTS INC | 1,222 | $253K | 0.03% | |
| 120 | PSXPHILLIPS 66 | 2,035 | $251K | 0.03% | |
| 121 | MAMASTERCARD INCORPORATED | 415 | $227K | 0.03% | |
| 122 | SHYGISHARES TR | 5,237 | $222K | 0.03% | |
| 123 | COSTCOSTCO WHSL CORP NEW | 229 | $216K | 0.03% | |
| 124 | VVVANGUARD INDEX FDS | 827 | $212K | 0.03% | |
| 125 | IWMISHARES TR | 1,058 | $211K | 0.03% | |
| 126 | WYWEYERHAEUSER CO MTN BE | 7,200 | $210K | 0.03% | |
| 127 | HALOHALOZYME THERAPEUTICS INC | 3,245 | $207K | 0.03% |
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