IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cabot Wealth Management Inc

Q4 2016 Holdings

Filed 2017-02-07 | 145 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Gilead Sciences Inc(GILD)COM375558103$2032,8360.0%
Coca Cola Co(KO)COM191216100$2074,9990.0%
WisdomTree Tr(DWM)INTL EQUITY FD97717W703$2174,6770.0%
Ishares Tr(REZ)RESID RL EST CAP464288562$2183,5080.0%
Abbot Labs(ABT)COM002824100$2205,7340.0%
Ishares Tr(SUB)SHRT NAT MUN ETF464288158$2202,0950.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$2242,7010.0%
Doubleline Income Solutions(DSL)COM258622109$22611,9000.0%
Vanguard World Fds(VPU)UTILITIES ETF92204A876$2272,1170.0%
Dominion Res Inc Va New(D)COM25746U109$2292,9900.0%
Ishares Tr(DVY)SELECT DIVID ETF464287168$2312,6050.0%
Ishares Tr(IWM)RUSSELL 2000 ETF464287655$2341,7340.0%
Powershares ETF TrustDWA MOMENTUM PTF73935X153$2425,7700.0%
Spdr Series Trust(CWB)BLMBRG BRC CNVRT78464A359$2455,3600.0%
Abiomed Inc(ABMDEUR)COM003654100$2512,2260.0%
Phillips 66(PSX)COM718546104$2522,9170.0%
Pfizer Inc(PFE)COM717081103$2537,7940.0%
Ishares Tr(IBB)NASDQ BIOTEC ETF464287556$2569660.0%
Kraneshares Tr(KWEB)CSI CHI INTERNET500767306$2627,5520.0%
Schwab Strategic Tr(SCHB)US BRD MKT ETF808524102$2664,9030.0%
Wells Fargo & Co New(WFC)COM949746101$3105,6250.0%
Altria Group Inc(MO)COM02209S103$3214,7490.0%
Spdr Series Trust(KRE)S&P REGL BKG78464A698$3245,8330.0%
Ishares Tr(USMV)MIN VOL USA ETF46429B697$3267,2030.0%
Paychex Inc(PAYX)COM704326107$3305,4170.0%
General Dynamics Corp(GD)COM369550108$3331,9270.0%
Ishares U S ETF Tr(NEAR)SHT MAT BD ETF46431W507$3346,6530.0%
Pimco ETF Tr(MUNI)INTER MUN BD ACT72201R866$3416,5090.0%
Weyerhaeuser Co(WY)COM962166104$36312,0600.0%
IsharesMSCI FRNTR100ETF464286145$37715,1720.0%
SSgA Active Tr(EMTL)SPDR DBLELN EMRG78470P309$3968,1050.0%
Vanguard Tax Managed Intl Fd(VEA)FTSE DEV MKT ETF921943858$40811,1660.0%
Vanguard Index Fds(VUG)GROWTH ETF922908736$4223,7880.0%
Du Pont E I De Nemours & CoCOM263534109$4255,7970.0%
Pimco ETF Tr(BOND)TTL RTN ACTV ETF72201R775$4464,2800.0%
Schwab Strategic Tr(SCHP)US TIPS ETF808524870$4468,1290.0%
Simon Ppty Group Inc New(SPG)COM828806109$4662,6250.0%
United Parcel Service Inc(UPS)CL B911312106$4714,1070.0%
Powershares ETF Tr IIBUILD AMER ETF73937B407$48116,5220.0%
Vanguard Index Fds(VTI)TOTAL STK MKT922908769$4954,2950.0%
Oracle Corp(ORCL)COM68389X105$49512,8770.0%
Sonoco Prods Co(SON)COM835495102$5249,9420.0%
General Electric CoCOM369604103$52616,6330.0%
Chevron Corp New(CVX)COM166764100$5564,7260.0%
Pimco ETF Tr(MINT)ENHAN SHRT MA AC72201R833$7076,9730.0%
Ishares Tr(IEV)EUROPE ETF464287861$70818,2530.0%
Ishares Tr(INDA)MSCI INDIA ETF46429B598$72026,8430.0%
Under Armour Inc(UA)CL C904311206$73529,2000.0%
Spdr Series Trust(MDYG)S&P 400 MDCP GRW78464A821$7455,6040.0%
Ishares Tr(IJT)SP SMCP600GR ETF464287887$7685,1200.0%
Page 1 of 3Next