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Cabot Wealth Management
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CRD # | 107327 |
SEC # | 801-19708 |
CIK # | 0001016683 |
AUM | $1.0 BB (2024-03-28) |
Employees | 17 (53% Investors, 0% Brokers) |
Phone | 978-745-9233 |
Address | 216 Essex Street Salem, MA 01970 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001016683] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
SOA Wealth Advisors LLC
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|
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 |