Cabot Wealth Management Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance and investments, keeping track of the holdings of different funds is crucial for investors. One such filing that provides valuable insights into the holdings of institutional investors is Form 13F.

Form 13F is a quarterly report that all institutional investors with over $100 million in assets under management are required to file with the Securities and Exchange Commission (SEC). This report provides detailed information about the fund's equity holdings, including the number of shares, the value of the holdings, and any changes made during the quarter.

Today, we will analyze the Q1 2023 and Q2 2023 13F holdings comparison of Cabot Wealth Management Inc. Cabot Wealth Management Inc is a well-known investment advisory firm that manages assets for individuals, families, and institutions.

Let's take a closer look at some of the key changes in their holdings during this period:

1. APPLE INC (AAPL):

- Q1 2023 (Shares): 165,780

- Q2 2023 (Shares): 164,808

- Q1 2023 Value ($000): 27,337

- Q2 2023 Value ($000): 31,968

- Chg %: 16.9%

2. BERKSHIRE HATHAWAY INC DEL (BRK-B):

- Q1 2023 (Shares): 61,421

- Q2 2023 (Shares): 61,416

- Q1 2023 Value ($000): 18,965

- Q2 2023 Value ($000): 20,943

- Chg %: 10.4%

3. WISDOMTREE TR (USFR):

- Q1 2023 (Shares): 376,109

- Q2 2023 (Shares): 409,640

- Q1 2023 Value ($000): 18,907

- Q2 2023 Value ($000): 20,613

- Chg %: 9.0%

4. HDFC BANK LTD (HDB):

- Q1 2023 (Shares): 287,628

- Q2 2023 (Shares): 288,744

- Q1 2023 Value ($000): 19,176

- Q2 2023 Value ($000): 20,125

- Chg %: 4.9%

5. SCHWAB STRATEGIC TR (FNDF):

- Q1 2023 (Shares): 565,824

- Q2 2023 (Shares): 555,243

- Q1 2023 Value ($000): 17,693

- Q2 2023 Value ($000): 17,929

- Chg %: 1.3%

6. ALPHABET INC (GOOG):

- Q1 2023 (Shares): 144,402

- Q2 2023 (Shares): 146,360

- Q1 2023 Value ($000): 15,018

- Q2 2023 Value ($000): 17,705

- Chg %: 17.9%

7. BANK OZK LITTLE ROCK ARK (OZK):

- Q1 2023 (Shares): 428,896

- Q2 2023 (Shares): 432,373

- Q1 2023 Value ($000): 14,668

- Q2 2023 Value ($000): 17,364

- Chg %: 18.4%

8. TJX COS INC NEW (TJX):

- Q1 2023 (Shares): 191,294

- Q2 2023 (Shares): 191,559

- Q1 2023 Value ($000): 14,990

- Q2 2023 Value ($000): 16,242

- Chg %: 8.4%

9. VANGUARD WELLINGTON FD (VFMO):

- Q1 2023 (Shares): 126,502

- Q2 2023 (Shares): 129,512

- Q1 2023 Value ($000): 14,236

- Q2 2023 Value ($000): 15,703

- Chg %: 10.3%

10. JPMORGAN CHASE & CO (JPM):

- Q1 2023 (Shares): 108,203

- Q2 2023 (Shares): 107,527

- Q1 2023 Value ($000): 14,100

- Q2 2023 Value ($000): 15,639

- Chg %: 10.9%

These are just a few examples of the holdings changes made by Cabot Wealth Management Inc during Q1 2023 and Q2 2023. As an investor or someone interested in the financial markets, it's crucial to stay updated with such information to make informed investment decisions.

Please note that while this analysis provides valuable insights, it's important to consider other factors such as the overall market conditions, company performance, and the investment strategy of Cabot Wealth Management Inc before drawing any conclusions or making investment decisions.

In conclusion, analyzing the 13F holdings comparison of Cabot Wealth Management Inc between Q1 2023 and Q2 2023 can provide valuable insights into the investment decisions made by the company. Reviewing these changes can help investors gain a better understanding of the investment strategies employed by institutional investors and potentially uncover investment opportunities.