Analyzing the Q4 2022 to Q1 2023 Changes in Cabot Wealth Management Inc's Holdings

Cabot Wealth Management Inc is a prominent investment management company that focuses on helping its clients achieve their financial goals. Like any other investment company, Cabot Wealth Management Inc is expected to continually adjust its holdings over time to reflect current market conditions and optimize returns. In this blog post, we will analyze the changes in the company's holdings by comparing the Q4 2022 to Q1 2023 13F filings, which show the company's holdings at the end of each quarter.

As shown in the CSV file, the company made several changes to its holdings during this period. Some of the biggest changes in holdings include:

- AAPL, the tech giant Apple, saw a 25.3% increase in shares held by the company.

- USFR, a WisdomTree ETF, saw a massive 174.4% increase in shares held by the company.

- ZTS, a pharmaceutical company, was a new addition to Cabot Wealth Management Inc's holdings, with 58139 shares worth $9677.

- PRVB, a clinical-stage biopharmaceutical company, saw a 18.7% increase in shares held by the company.

- BABA, the Chinese e-commerce powerhouse, saw a whopping 96.2% increase in shares held by the company.

On the other hand, some holdings saw a decrease during this period. HDB, a prominent Indian bank, saw a 4.3% decrease in shares held by the company. ROL, a pest control services provider, saw a massive 42.6% decrease in shares held by the company.

It is important to note that changes in holdings may not always reflect the company's opinions or predictions about the market. Some changes in holdings may be a result of internal processes or transactions, such as rebalancing or liquidating certain assets. Additionally, 13F filings only show holdings at a certain point in time and do not reflect further changes that may have been made after the filing date.

In conclusion, Cabot Wealth Management Inc made several notable changes to its holdings during the Q4 2022 to Q1 2023 period. By analyzing these changes, investors can gain insights into the company's market perspectives and strategies. It is always important to keep in mind that holdings are subject to change and may not be a reflection of the company's long-term views on certain assets.