CABOT WEALTH MANAGEMENT INC
Q1 2025 13F Holdings
- Locationsalem, MA
- Num holdings
127
- Value ($000)
$784,970
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001016683
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $34.34M | 4 % | 154,583 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $30.41M | 4 % | 57,103 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $29.68M | 4 % | 251,278 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $29.20M | 4 % | 311,328 | ||
SONA SONY GROUP CORP | SPONSORED ADR | 835699307 | $21.55M | 3 % | 848,626 | ||
MELI MERCADOLIBRE INC | COM | 58733R102 | $21.15M | 3 % | 10,842 | ||
HDB HDFC BANK LTD | SPONSORED ADS | 40415F101 | $19.46M | 3 % | 292,866 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $19.11M | 2 % | 122,292 | ||
TJX COS INC NEW | COM | 872540109 | $19.09M | 2 % | 156,729 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $18.69M | 2 % | 76,186 |
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