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| Happy Holidays!! thanks for using AUM13F!! |
| Cabot Wealth Management
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| CRD # | 107327 |
| SEC # | 801-19708 |
| CIK # | 0001016683 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 978-745-9233 |
| Address | 216 Essex Street Salem, MA 01970 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001016683 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.1 | ||
| MercadoLibre Inc | 28.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 25.2 | ||
| HDFC Bank Ltd | 22.4 | ||
| J P Morgan Chase & Co | 21.9 | ||
| Sony Corp | 21.9 | ||
| Alphabet Inc | 21.8 | ||
| VISA Inc | 18.2 | ||
| Amphenol Corp /DE/ | 17.4 | ||
| Rockwell Automation Inc | 16.1 | ||
| Cintas Corp | 15.9 | ||
| TJX Companies Inc /DE/ | 14.1 | ||
| Fedex Corp | 12.9 | ||
| CDW Corp | 12.7 | ||
| Home Depot Inc | 12.6 | ||
| Walt Disney Co | 12.5 | ||
| Dominos Pizza Inc | 11.9 | ||
| Chemed Corp | 11.8 | ||
| Sysco Corp | 11.7 | ||
| American Tower Corp /MA/ | 11.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 636 | 1,037.9 |
| (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 | 22.3 |
| (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 | 1,748 | 1,060.2 |
| By Discretionary | ||
| Discretionary | 1,748 | 1,060.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,748 | 1,060.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,060.2 | |
| Total | 1,748 | 1,060.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001016683] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jacobs & Company LLC
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|
CA | 1.1 |
|
PrairieView Partners LLC
✚
|
MN | 1.1 |
|
James J Burns & Company LLC
✚
|
NY | 1.1 |
|
Galilei Investment Office LLP
✚
|
1.1 | |
|
Paul R RIED Financial Group LLC
✚
|
WA | 1.1 |
|
SOA Wealth Advisors LLC
✚
|
NY | 1.1 |
|
Iron Gate Global Advisors LLC
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|
UT | 1.1 |
|
Columbia Asset Management LLC
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|
MI | 1.1 |
|
Academy Capital Management
✚
|
TX | 1.0 |
|
Chemistry Wealth Management LLC
✚
|
NY | 1.0 |