Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 140 | 719,284,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $31,306,412 | 162,605 | 0.00 | 4.32 | -2,029 | -1.23 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $21,774,806 | 61,052 | 0.00 | 3.31 | -518 | -0.84 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO INTRMD | 3 | $21,429,684 | 652,747 | 0.00 | 1.56 | 329,715 | 102.07 | 12-31-2023 |
| WISDOMTREE TR | FLOATNG RAT TREA | 4 | $21,034,505 | 418,680 | 0.00 | 3.26 | -4,077 | -0.96 | 12-31-2023 |
