The Analysis of CABOT WEALTH MANAGEMENT INC's Holdings
Currently, CABOT WEALTH MANAGEMENT INC holds 133 types of securities in its portfolio with a total value $901.7M. In the most recent quarter, they have increased their positions in BIL (+164.0K shares, valued at $15.0M), HDB (+283.5K shares, valued at $9.7M), SHY (+73.0K shares, valued at $6.1M); decreased their positions in TSM (-20.5K shares, valued at $5.7M), CRM (-8.4K shares, valued at $2.0M), USFR (-39.3K shares, valued at $2.0M); initiated new positions in RBLX (+18.1K shares, valued at $2.5M), SHOP (+12.1K shares, valued at $1.8M), CDNS (+3.5K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC151.2K shares-0.37%2025-09-302025-10-31
GOOG ALPHABET INC121.5K shares-1.11%2025-09-302025-10-31 IEI ISHARES TR242.8K shares7.73%2025-09-302025-10-31 MBB ISHARES TR304.3K shares6.97%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL55.5K shares-1.07%2025-09-302025-10-31 TSM TAIWAN SEMICONDUCTOR MFG LTD90.7K shares-18.41%2025-09-302025-10-31 MELI MERCADOLIBRE INC10.6K shares-0.96%2025-09-302025-10-31 SONY SONY GROUP CORP823.3K shares-2.09%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.75.1K shares-0.75%2025-09-302025-10-31 FNDF SCHWAB STRATEGIC TR506.6K shares0.02%2025-09-302025-10-31 APH AMPHENOL CORP NEW175.8K shares-0.44%2025-09-302025-10-31 VFMO VANGUARD WELLINGTON FD108.2K shares0.25%2025-09-302025-10-31 HDB HDFC BANK LTD575.8K shares97.00%2025-09-302025-10-31 FNDX SCHWAB STRATEGIC TR662.6K shares0.88%2025-09-302025-10-31 V VISA INC49.8K shares-2.71%2025-09-302025-10-31 BIL SPDR SERIES TRUST183.7K shares829.90%2025-09-302025-10-31 ROK ROCKWELL AUTOMATION INC48.1K shares-0.70%2025-09-302025-10-31 TJX TJX COS INC NEW113.6K shares-0.27%2025-09-302025-10-31 JHMB JOHN HANCOCK EXCHANGE TRADED686.8K shares-0.45%2025-09-302025-10-31 OZK BANK OZK LITTLE ROCK ARK291.9K shares-1.27%2025-09-302025-10-31 SHY ISHARES TR178.4K shares69.19%2025-09-302025-10-31 CTAS CINTAS CORP71.4K shares-0.11%2025-09-302025-10-31 FDX FEDEX CORP58.2K shares2.59%2025-09-302025-10-31 IMTM ISHARES TR280.4K shares-0.43%2025-09-302025-10-31 HD HOME DEPOT INC32.3K shares-6.26%2025-09-302025-10-31 SYY SYSCO CORP153.7K shares-0.13%2025-09-302025-10-31 FNDE SCHWAB STRATEGIC TR324.9K shares0.08%2025-09-302025-10-31 DIS DISNEY WALT CO100.2K shares-0.86%2025-09-302025-10-31 DPZ DOMINOS PIZZA INC26.6K shares0.87%2025-09-302025-10-31 SCHE SCHWAB STRATEGIC TR340.3K shares0.14%2025-09-302025-10-31 CDW CDW CORP71.0K shares0.01%2025-09-302025-10-31 CHE CHEMED CORP NEW24.8K shares2.82%2025-09-302025-10-31 NVDA NVIDIA CORPORATION55.1K shares-0.15%2025-09-302025-10-31 RSP INVESCO EXCHANGE TRADED FD T54.0K shares2.37%2025-09-302025-10-31 OMC OMNICOM GROUP INC123.7K shares-4.15%2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC228.2K shares0.57%2025-09-302025-10-31 AMT AMERICAN TOWER CORP NEW52.0K shares3.69%2025-09-302025-10-31 ZTS ZOETIS INC65.3K shares-1.97%2025-09-302025-10-31 MEDP MEDPACE HLDGS INC18.4K shares2.26%2025-09-302025-10-31 USFR WISDOMTREE TR185.0K shares-17.53%2025-09-302025-10-31 DHR DANAHER CORPORATION46.7K shares7.44%2025-09-302025-10-31 QUAL ISHARES TR42.0K shares8.71%2025-09-302025-10-31 ACN ACCENTURE PLC IRELAND32.8K shares-2.66%2025-09-302025-10-31 NVO NOVO-NORDISK A S140.1K shares-0.47%2025-09-302025-10-31 META META PLATFORMS INC10.5K shares-0.22%2025-09-302025-10-31 SPTM SPDR SERIES TRUST93.5K shares4.72%2025-09-302025-10-31 MOAT VANECK ETF TRUST72.2K shares7.16%2025-09-302025-10-31 MSFT MICROSOFT CORP13.7K shares-0.41%2025-09-302025-10-31 LLY ELI LILLY & CO8.6K shares-0.40%2025-09-302025-10-31 GLD SPDR GOLD TR17.2K shares-1.52%2025-09-302025-10-31 GLDM WORLD GOLD TR72.2K shares3.19%2025-09-302025-10-31 LYV LIVE NATION ENTERTAINMENT IN33.4K shares-1.29%2025-09-302025-10-31 ORCL ORACLE CORP18.2K shares-2.00%2025-09-302025-10-31 FNDA SCHWAB STRATEGIC TR154.9K shares1.80%2025-09-302025-10-31 ROL ROLLINS INC80.6K shares-0.39%2025-09-302025-10-31 PODD INSULET CORP14.9K shares-0.20%2025-09-302025-10-31 ASML ASML HOLDING N V4.6K shares-1.21%2025-09-302025-10-31 QQQM INVESCO EXCH TRADED FD TR II16.8K shares6.05%2025-09-302025-10-31 GOOGL ALPHABET INC15.9K shares0.00%2025-09-302025-10-31 IDXX IDEXX LABS INC5.8K shares-0.38%2025-09-302025-10-31 TSLA TESLA INC8.3K shares-0.01%2025-09-302025-10-31 FLGB FRANKLIN TEMPLETON ETF TR108.2K shares1.18%2025-09-302025-10-31 BKNG BOOKING HOLDINGS INC635 shares0.00%2025-09-302025-10-31 AXON AXON ENTERPRISE INC4.8K shares0.00%2025-09-302025-10-31 ISRG INTUITIVE SURGICAL INC7.5K shares-5.15%2025-09-302025-10-31 SJNK SPDR SERIES TRUST130.3K shares-25.90%2025-09-302025-10-31 SPDW SPDR INDEX SHS FDS77.1K shares4.86%2025-09-302025-10-31 NOW SERVICENOW INC3.5K shares-27.43%2025-09-302025-10-31 AVGO BROADCOM INC9.6K shares865.30%2025-09-302025-10-31 SHW SHERWIN WILLIAMS CO8.6K shares-0.34%2025-09-302025-10-31 IGSB ISHARES TR49.8K shares8.88%2025-09-302025-10-31 SCHX SCHWAB STRATEGIC TR99.5K shares-1.10%2025-09-302025-10-31 FNDC SCHWAB STRATEGIC TR57.2K shares0.46%2025-09-302025-10-31 RBLX ROBLOX CORP18.1K sharesnew addition2025-09-302025-10-31 DDOG DATADOG INC17.0K shares-0.50%2025-09-302025-10-31 INTF ISHARES TR62.7K shares11.13%2025-09-302025-10-31 ESGE ISHARES INC51.5K shares6.65%2025-09-302025-10-31 QEMM SPDR INDEX SHS FDS31.7K shares11.68%2025-09-302025-10-31 NEE NEXTERA ENERGY INC26.6K shares0.00%2025-09-302025-10-31 AJG GALLAGHER ARTHUR J & CO6.4K shares0.00%2025-09-302025-10-31 IBDT ISHARES TR76.5K shares3.60%2025-09-302025-10-31 EWX SPDR INDEX SHS FDS28.4K shares27.28%2025-09-302025-10-31 IBDU ISHARES TR78.1K shares4.67%2025-09-302025-10-31 HUBS HUBSPOT INC3.9K shares-39.41%2025-09-302025-10-31 FICO FAIR ISAAC CORP1.2K shares-41.70%2025-09-302025-10-31 SHOP SHOPIFY INC12.1K sharesnew addition2025-09-302025-10-31 SCHC SCHWAB STRATEGIC TR39.2K shares32.59%2025-09-302025-10-31 BAH BOOZ ALLEN HAMILTON HLDG COR17.7K shares-43.42%2025-09-302025-10-31 IBDV ISHARES TR71.1K shares4.54%2025-09-302025-10-31 PGR PROGRESSIVE CORP6.3K shares-13.57%2025-09-302025-10-31 IVV ISHARES TR2.3K shares-0.60%2025-09-302025-10-31 IBDS ISHARES TR63.4K shares5.73%2025-09-302025-10-31 MSCI MSCI INC2.7K shares0.00%2025-09-302025-10-31 IEFA ISHARES TR17.0K shares0.37%2025-09-302025-10-31 CDNS CADENCE DESIGN SYSTEM INC3.5K sharesnew addition2025-09-302025-10-31 CCL CARNIVAL CORP41.0K shares0.00%2025-09-302025-10-31 KVYO KLAVIYO INC37.9K shares-55.63%2025-09-302025-10-31 SCHF SCHWAB STRATEGIC TR42.7K shares-1.91%2025-09-302025-10-31 AMZN AMAZON COM INC4.5K shares0.00%2025-09-302025-10-31 C CITIGROUP INC9.6K shares0.63%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO5.4K shares0.00%2025-09-302025-10-31 AXSM AXSOME THERAPEUTICS INC5.6K sharesnew addition2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC3.7K shares0.00%2025-09-302025-10-31 CRM SALESFORCE INC2.7K shares-75.92%2025-09-302025-10-31 VRTX VERTEX PHARMACEUTICALS INC1.6K sharesnew addition2025-09-302025-10-31 SCHG SCHWAB STRATEGIC TR17.5K shares0.21%2025-09-302025-10-31 TD TORONTO DOMINION BK ONT6.0K shares0.00%2025-09-302025-10-31 CVX CHEVRON CORP NEW3.0K shares0.00%2025-09-302025-10-31 IVE ISHARES TR2.2K shares-1.36%2025-09-302025-10-31 ABT ABBOTT LABS3.3K shares48.77%2025-09-302025-10-31 GL GLOBE LIFE INC3.1K shares0.00%2025-09-302025-10-31 SPEM SPDR INDEX SHS FDS8.8K shares-0.80%2025-09-302025-10-31 GE GE AEROSPACE1.3K shares-0.22%2025-09-302025-10-31 SCHA SCHWAB STRATEGIC TR13.8K shares-2.15%2025-09-302025-10-31 XOM EXXON MOBIL CORP3.4K shares0.00%2025-09-302025-10-31 SO SOUTHERN CO4.0K shares0.00%2025-09-302025-10-31 SYK STRYKER CORPORATION920 shares0.00%2025-09-302025-10-31 ABBV ABBVIE INC1.5K sharesnew addition2025-09-302025-10-31 IEMG ISHARES INC5.0K shares0.46%2025-09-302025-10-31 SPG SIMON PPTY GROUP INC NEW1.7K shares0.00%2025-09-302025-10-31 MCD MCDONALDS CORP1.1K shares0.00%2025-09-302025-10-31 TMO THERMO FISHER SCIENTIFIC INC638 shares0.00%2025-09-302025-10-31 INDB INDEPENDENT BK CORP MASS4.4K sharesnew addition2025-09-302025-10-31 COP CONOCOPHILLIPS3.1K shares0.00%2025-09-302025-10-31 PSX PHILLIPS 662.0K shares0.00%2025-09-302025-10-31 KO COCA COLA CO4.1K shares0.00%2025-09-302025-10-31 IWM ISHARES TR1.1K shares0.00%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-09-302025-10-31 LOW LOWES COS INC1.0K shares0.00%2025-09-302025-10-31 MA MASTERCARD INCORPORATED415 shares0.00%2025-09-302025-10-31 DRI DARDEN RESTAURANTS INC1.2K shares0.00%2025-09-302025-10-31 QQQ INVESCO QQQ TR373 shares-0.53%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR304 sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available