StockDriftsStockDriftsTop 50 Cabot Wealth Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.31% | 147.6K | $37.5M | -1.04%(-1.56K) | $17.44(+1613.22%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.83% | 351.2K | $33.3M | +4.75%(+15.94K) | $93.47(+0.94%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.81% | 279.2K | $33.1M | +2.95%(+8.00K) | $117.20(+0.32%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.66% | 94.1K | $31.8M | +0.81%(+755) | $56.69(+605.19%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.64% | 110.4K | $31.7M | -3.90%(-4.48K) | $60.84(+555.85%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.12% | 553.8K | $27.1M | +4.36%(+23.14K) | $30.21(+77.31%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.03% | 55.1K | $26.4M | +0.06%(+34) | $154.47(+214.32%) | 2026-03-31 | |
| VFMO | VANGUARD WELLINGTON FD | 2.66% | 117.5K | $23.2M | +2.79%(+3.19K) | $124.85(+85.39%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.49% | 73.5K | $21.6M | -0.91%(-678) | $64.13(+368.17%) | 2026-03-31 | |
| FDX | FEDEX CORP | 2.38% | 58.0K | $20.7M | -0.60%(-348) | $156.44(+136.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.81% | +47.41% |
| Top 20 Holdings Unweighted | +14.35% | +49.52% |
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