Cabot Wealth Management Inc Sells in Q4 2024

Cabot Wealth Management Inc

  • $782 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-102K
- 19.08%
$32.92 - $37.15 $3.35M - $3.78M
431K $14.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-84.7K
- 23.67%
$28.89 - $33.95 $2.45M - $2.88M
273K $7.93M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-92.5K
- 26.48%
$26.63 - $30.23 $2.46M - $2.8M
257K $6.84M
OMC
Omnicom Group Inc.

Communication Services
-7.17K
- 4.81%
$85.82 - $105.47 $616K - $757K
142K $12.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-34.5K
- 57.08%
$33.93 - $38.37 $1.17M - $1.32M
25.9K $889K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-19.8K
- 53.42%
$58.61 - $64.79 $1.16M - $1.28M
17.2K $1.01M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-6.1K
- 2.13%
$37.33 - $40.39 $228K - $246K
280K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-680
- 1.15%
$442.29 - $483.08 $301K - $328K
58.4K $26.5M
JHMB
John Hancock Exchange Traded

ETFs
-5.82K
- 0.85%
$21.36 - $22.44 $124K - $131K
679K $14.6M
ASML
Asml Holding Nv

Technology
-42
- 0.94%
$658.43 - $872.27 $27.7K - $36.6K
4.44K $3.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.45K
- 2.83%
$174.22 - $187.62 $253K - $272K
49.9K $8.74M
FNDC
Schwab Fundamental Intl Small

ETFs
-5.72K
- 9.33%
$33.92 - $38.03 $194K - $218K
55.6K $1.9M
ADBE
Adobe Inc.

Technology
-8
- 0.18%
$437.39 - $552.96 $3.5K - $4.42K
4.39K $1.95M
FLGB
Franklin Templeton ETF Tr

ETFs
-2.02K
- 1.88%
$26.09 - $28.39 $52.6K - $57.3K
105K $2.76M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.77K
- 34.9%
$38.37 - $42.82 $183K - $204K
8.89K $341K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-3.65K
- 3.2%
$159.11 - $178.39 $580K - $651K
110K $18.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.37K
- 4.89%
$69.3 - $74.3 $303K - $325K
85K $6.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-530
- 1.36%
$176.42 - $186.91 $93.5K - $99.1K
38.3K $6.82M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-61
- 0.14%
$33.39 - $37.66 $2.04K - $2.3K
43.8K $1.46M
IEFA
Ishares Tr

ETFs
-5
- 0.03%
$70.06 - $77.43 $350 - $387
17.3K $1.22M
ORCL
Oracle Corp

Technology
-323
- 1.68%
$165.41 - $192.43 $53.4K - $62.2K
18.9K $3.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.19K
- 1.91%
N/A
61.2K $5.25M
GLD
Spdr Gold Trust

ETFs
-202
- 1.12%
$236.59 - $257.5 $47.8K - $52K
17.8K $4.31M
IVE
Ishares S&P 500 Value ETF

ETFs
-37
- 1.62%
$189.5 - $206.17 $7.01K - $7.63K
2.25K $429K
IEMG
Ishares Inc

ETFs
-255
- 4.5%
N/A
5.41K $289K
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 4.77%
$216.13 - $242.4 $11.5K - $12.8K
1.06K $233K
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 6.5%
$873.59 - $994.69 $15.7K - $17.9K
259 $237K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-11
- 0.19%
$42.33 - $43.3 $466 - $476
5.87K $250K
Klaviyo Inc
-1.15K
- 1.28%
N/A
89.3K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 0.67%
$570.51 - $610.59 $9.13K - $9.77K
2.37K $1.39M
AVGO
Broadcom Inc.

Technology
-189
- 15.39%
$159.67 - $250.0 $30.2K - $47.3K
1.04K $240K
META
Meta Platforms, Inc.

Communication Services
-332
- 2.56%
$554.08 - $632.68 $184K - $210K
12.6K $7.45M
FICO
Fair Isaac Corp

Technology
-19
- 0.93%
$1911.01 - $2382.4 $36.3K - $45.3K
2.02K $4.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-363
- 2.38%
$198.04 - $221.51 $71.9K - $80.4K
14.9K $3.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 4.06%
$180.88 - $232.93 $36K - $46.4K
4.7K $1.03M
GOOGL
Alphabet Inc.

Communication Services
-554
- 3.39%
$161.86 - $196.66 $89.7K - $109K
15.8K $2.99M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.75K
- 1.08%
$112.15 - $127.2 $196K - $222K
160K $19.3M
SCHW
Schwab Charles Corp

Financial Services
-326
- 0.72%
$63.31 - $82.85 $20.6K - $27K
45.1K $3.33M
PODD
Insulet Corp

Healthcare
-170
- 1.06%
$227.79 - $275.7 $38.7K - $46.9K
15.8K $4.13M
NVDA
Nvidia Corp

Technology
-1.01K
- 2.22%
$117.0 - $148.88 $118K - $150K
44.3K $5.95M
DDOG
Datadog, Inc.

Technology
-90
- 0.53%
$113.98 - $168.65 $10.3K - $15.2K
16.9K $2.41M
CRM
Salesforce, Inc.

Technology
-108
- 0.98%
$270.87 - $367.87 $29.3K - $39.7K
10.9K $3.64M
LYV
Live Nation Entertainment, Inc.

Communication Services
-51
- 0.15%
$109.06 - $140.54 $5.56K - $7.17K
33.9K $4.39M
NOW
Service Now, Inc.

Technology
-57
- 1.16%
$867.18 - $1148.42 $49.4K - $65.5K
4.87K $5.16M
AAPL
Apple Inc.

Technology
-4.25K
- 2.67%
$221.69 - $259.02 $943K - $1.1M
155K $38.8M
JPM
Jpmorgan Chase & CO

Financial Services
-3.84K
- 3.98%
$205.18 - $250.29 $787K - $961K
92.7K $22.2M
V
Visa Inc.

Financial Services
-301
- 0.55%
$273.87 - $320.91 $82.4K - $96.6K
54.1K $17.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.35K
- 2.73%
$172.07 - $207.36 $576K - $695K
119K $23.6M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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