HoldingsChannel.com
Cabot Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Schwab Strategic Tr 573,176 -10,478 $19,276
     SCHF573,176-10,478$19,276
Apple Inc 65,111 -1,294 $19,120
     AAPL65,111-1,294$19,120
Schwab Strategic Tr 232,607 -627 $17,867
     SCHX232,607-627$17,867
HDFC Bank Ltd 263,540 +1,960 $16,701
     HDB263,540+1,960$16,701
Schwab Strategic Tr 564,985 +2,237 $16,339
     FNDF564,985+2,237$16,339
JPMorgan Chase & Co 99,971 -1,043 $13,936
     JPM99,971-1,043$13,936
Sony Corp 204,111 +758 $13,880
     SNE204,111+758$13,880
First Rep Bk San Francisco C 113,779 -1,657 $13,363
     FRC113,779-1,657$13,363
Berkshire Hathaway Inc Del      $12,244
     BRK.B54,059+1,697$12,244
SPDR Series Trust (SPSB) 390,268 +1,985 $12,036
     SPSB390,268+1,985$12,036
Amgen Inc 47,247 +10,868 $11,390
     AMGN47,247+10,868$11,390
Schwab Strategic Tr 408,457 -6,969 $11,179
     SCHE408,457-6,969$11,179
Disney Walt Co 75,340 +238 $10,896
     DIS75,340+238$10,896
Schwab Strategic Tr 214,166 +1,055 $10,811
     SCHO214,166+1,055$10,811
TJX Cos Inc New 171,698 -359 $10,484
     TJX171,698-359$10,484
Omnicom Group Inc 125,865 +30,218 $10,198
     OMC125,865+30,218$10,198
Alphabet Inc 7,239 -7 $9,679
     GOOG7,239-7$9,679
CDW Corp 64,528 +379 $9,217
     CDW64,528+379$9,217
Visa Inc 48,881 +549 $9,185
     V48,881+549$9,185
Taiwan Semiconductor Mfg Ltd 152,519 +1,921 $8,861
     TSM152,519+1,921$8,861
Schwab Strategic Tr 294,361 +2,488 $8,784
     FNDE294,361+2,488$8,784
Rockwell Automation Inc 42,592 +1,253 $8,632
     ROK42,592+1,253$8,632
Verizon Communications Inc 135,448 +1,469 $8,316
     VZ135,448+1,469$8,316
Chemed Corp New 18,571 +478 $8,157
     CHE18,571+478$8,157
Schwab Strategic Tr 181,681 +5,147 $7,754
     FNDX181,681+5,147$7,754
Home Depot Inc 35,023 -1,065 $7,648
     HD35,023-1,065$7,648
Cintas Corp 27,731 -442 $7,462
     CTAS27,731-442$7,462
Newmont Goldcorp Corporation 169,857 +2,840 $7,380
     NEM169,857+2,840$7,380
Ebay Inc 189,262 +14,517 $6,834
     EBAY189,262+14,517$6,834
Vanguard Index Fds (VXF) 52,943 +151 $6,670
     VXF52,943+151$6,670
RPM Intl Inc 81,311 -5,811 $6,241
     RPM81,311-5,811$6,241
Novo Nordisk A S 106,278 -81 $6,151
     NVO106,278-81$6,151
Check Point Software Tech Lt 54,844 +244 $6,085
     CHKP54,844+244$6,085
SPDR Series Trust (FLRN) 196,632 +4,271 $6,043
     FLRN196,632+4,271$6,043
Sysco Corp 65,285 +2,206 $5,584
     SYY65,285+2,206$5,584
Invesco Exchng Traded Fd Tr (PGHY) 220,691 +21,010 $5,032
     PGHY220,691+21,010$5,032
Mercadolibre Inc 8,792 +2,064 $5,028
     MELI8,792+2,064$5,028
Paycom Software Inc 18,841 -111 $4,988
     PAYC18,841-111$4,988
Idex Corp 28,578 +1,231 $4,915
     IEX28,578+1,231$4,915
Ecolab Inc 25,412 +180 $4,904
     ECL25,412+180$4,904
WisdomTree Tr 193,403 +21,982 $4,847
     USFR193,403+21,982$4,847
SPDR Gold Trust (GLD) 33,885 +214 $4,842
     GLD33,885+214$4,842
CVS Health Corp 65,040 -393 $4,832
     CVS65,040-393$4,832
Alibaba Group Hldg Ltd 21,658 -302 $4,594
     BABA21,658-302$4,594
Flexshares Tr (TDTT) 182,358 +10,699 $4,506
     TDTT182,358+10,699$4,506
WisdomTree Tr 153,790 +1,860 $4,380
     PUTW153,790+1,860$4,380
Ishares Tr (IEFA) 66,175 -533 $4,317
     IEFA66,175-533$4,317
SSGA Active ETF Tr (TOTL) 85,165 +2,852 $4,172
     TOTL85,165+2,852$4,172
Invesco Exchng Traded Fd Tr (VRP) 158,729 +2,210 $4,100
     VRP158,729+2,210$4,100
Chubb Limited 25,099 -816 $3,907
     CB25,099-816$3,907

See Full List: All Stocks Held By Cabot Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cabot Wealth Management Inc.

Size ($ in 1000's)
At 12/31/2019: $517,733
At 09/30/2019: $473,277

Cabot Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cabot Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Cabot Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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