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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
23
2
6
0
2
0
22
2
3
CABOT WEALTH MANAGEMENT INC

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)409,596
Activities
New15

Increased26

Unchanged20

Decreased67

Sold Out12

Top 10 Stock Holdingstotal 29.42%
SCHF3.86

SCHX3.47

SCPB3.39

FNDF3.19

HDB2.91

 
SCHO2.73

BRK.B2.55

AAPL2.54

FRC2.41

JPM2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHF
3.86%
INTL EQTY ETF
SCHX
3.47%
US LRG CAP ETF
SCPB
3.39%
BARC SHT TR CP
FNDF
3.19%
SCHWB FDT INT LG
HDB
2.91%
ADR REPS 3 SHS
SCHO
2.73%
SHT TM US TRES
BRK.B
2.55%
CL B NEW
AAPL
2.54%
COM
FRC
2.41%
COM
JPM
2.37%
COM
SNE
2.37%
ADR NEW
SCHE
2.34%
EMRG MKTEQ ETF
DIS
2.16%
COM DISNEY
V
2%
COM CL A
TJX
1.93%
COM
CDW
1.92%
COM
FNDE
1.82%
SCHWB FDT EMK LG
VZ
1.75%
COM
GOOG
1.7%
CAP STK CL C
OMC
1.62%
COM
HD
1.59%
COM
FNDX
1.49%
SCHWAB FDT US LG
ROK
1.43%
COM
NEM
1.39%
COM
FLRN
1.38%
INV GRD FLT RT
JNJ
1.38%
COM
CHKP
1.34%
ORD
VXF
1.3%
EXTEND MKT ETF
NVO
1.28%
ADR
RPM
1.24%
COM
CHE
1.23%
COM
TSM
1.21%
SPONSORED ADR
CTAS
1.16%
COM
CB
1.14%
COM
EBAY
1.12%
COM
IEFA
1.01%
CORE MSCI EAFE
GLD
1%
GOLD SHS
TOTL
0.97%
SPDR TR TACTIC
NOW
0.93%
COM
ECL
0.91%
COM
TDTT
0.88%
IBOXX 3R TARGT
TSLA
0.87%
COM
CRM
0.85%
COM
VRP
0.84%
VAR RATE PFD
PUTW
0.84%
CBOE S&P 500
SYY
0.82%
COM
AMGN
0.78%
COM
MELI
0.77%
COM
BAH
0.76%
CL A
BABA
0.74%
SPONSORED ADS
IEMG
0.72%
CORE MSCI EMKT
IEX
0.69%
COM
BBRC
0.68%
BEYOND BRICS ETF
IVV
0.67%
CORE S&P500 ETF
EFA
0.65%
MSCI EAFE ETF
VCSH
0.63%
SHRT TRM CORP BD
PGHY
0.62%
GBL SRT TRM HY
ADBE
0.59%
COM
PAYC
0.59%
COM
NVDA
0.54%
COM
VIS
0.51%
INDUSTRIAL ETF
INGN
0.44%
COM
YETI
0.42%
COM
IDXX
0.41%
COM
NFLX
0.39%
COM
FRN
0.38%
FRONTIER MKTS
XLI
0.36%
SBI INT-INDS
GWPH
0.34%
ADS
SCHA
0.34%
US SML CAP ETF
KBE
0.34%
S&P BK ETF
SCHC
0.33%
INTL SCEQT ETF
FNDC
0.33%
SCHWB FDT INT SC
FLOT
0.33%
FLTG RATE BD ETF
GOOGL
0.33%
CAP STK CL A
NOC
0.31%
COM
COUP
0.3%
COM
XOM
0.29%
COM
SCHB
0.29%
US BRD MKT ETF
RTN
0.29%
COM NEW
PXD
0.28%
COM
EEM
0.28%
MSCI EMG MKT ETF
TWOU
0.28%
COM
EUFN
0.25%
MSCI EURO FL ETF
SPLV
0.22%
S&P500 LOW VOL
VEU
0.22%
ALLWRLD EX US
SCHZ
0.21%
US AGGREGATE B
BSCL
0.2%
BULSHS 2021 CB
PG
0.19%
COM
SCHP
0.19%
US TIPS ETF
ORCL
0.14%
COM
CVX
0.13%
COM
ABMD
0.13%
COM
UPS
0.13%
CL B
IEV
0.1%
EUROPE ETF
SPG
0.1%
COM
QUAL
0.1%
MSCI USA QLT FAC
SON
0.1%
COM
CSJ
0.1%
1-3 YR CR BD ETF
SCHG
0.09%
US LCAP GR ETF
COP
0.08%
COM
DWDP
0.08%
COM
VTI
0.08%
TOTAL STK MKT
QQQ
0.08%
UNIT SER 1
BSCK
0.08%
BULSHS 2020 CB
PAYX
0.08%
COM
GD
0.08%
COM
KO
0.07%
COM
PFE
0.07%
COM
FIBR
0.07%
EDGE US FIXD INM
VEA
0.07%
FTSE DEV MKT ETF
DVY
0.07%
SELECT DIVID ETF
SHM
0.07%
NUVN BR SHT MUNI
WY
0.06%
COM
VPU
0.06%
UTILITIES ETF
MRK
0.06%
COM
ABT
0.06%
COM
WFC
0.06%
COM
MUNI
0.06%
INTER MUN BD ST
FM
0.06%
MSCI FRNTR100ETF
LLY
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
PEG
0.06%
COM
REZ
0.05%
RESID RL EST CAP
PSX
0.05%
COM
BSCM
0.05%
BULSHS 2022 CB
WBA
0.05%
COM
GE
0.02%
COM
NAVB
< 0.01%
COM
MAN
0.95%
COM
GWRE
0.76%
COM
YNDX
0.65%
SHS CLASS A
FANG
0.52%
COM
CSGP
0.25%
COM
SPY
0.11%
TR UNIT
MCD
0.07%
COM
DWM
0.05%
DEFA FD
MSFT
0.05%
COM
VWO
0.05%
FTSE EMR MKT ETF
KWEB
0.05%
CSI CHI INTERNET
INXX
0.04%
INDIA INFRSR ETF