Cabot Wealth Management

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Assets, Funds, Holdings

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Cabot Wealth Management
CRD #107327
SEC #801-19708
CIK #0001016683
AUM $1.0 BB (2024-03-28)
Employees 17 (53% Investors, 0% Brokers)
Phone978-745-9233
Address216 Essex Street
Salem, MA 01970
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
120096072048024002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 34.1
GOOG 1,482,566.4 23.6
TSM 437,370.3 21.8
JPM 340,169.2 19.8
HDB 102,098.4 18.3
TJX 67,345.6 18.1
MELI 33,501.4 17.7
FDX 62,226.1 17.2
CTAS 38,012.7 17.1
NVO 245,328.6 17.0
View All
Holdings by Sector ($MM)
80064048032016002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 630 986.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 14 20.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,736 1,006.9
By Discretionary
Discretionary 1,736 1,006.9
Non-Discretionary 0 0.0
Total 1,736 1,006.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,006.9
Total 1,736 1,006.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001016683]
Comparable Firms State AUM ($BB)
SOA Wealth Advisors LLC
NY 1.0
Wgshaheen & Associates Ltd
NY 1.0
Barlow Wealth Partners LLC
KY 1.0
Aspen Capital Management
ID 1.0
Class VI Family Office LLC
CO 1.0
Jacobs & Company LLC
CA 1.0
Lugano Financial Advisors Sa
1.0
Paul R RIED Financial Group LLC
WA 1.0
Columbia Asset Management LLC
MI 1.0
Galilei Investment Office LLP
1.0
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