0001016683-19-000004.txt : 20190513
0001016683-19-000004.hdr.sgml : 20190513
20190513135650
ACCESSION NUMBER: 0001016683-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190513
DATE AS OF CHANGE: 20190513
EFFECTIVENESS DATE: 20190513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CABOT WEALTH MANAGEMENT INC
CENTRAL INDEX KEY: 0001016683
IRS NUMBER: 042806081
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05694
FILM NUMBER: 19817836
BUSINESS ADDRESS:
STREET 1: PO BOX 150
STREET 2: 216 ESSEX ST
CITY: SALEM
STATE: MA
ZIP: 01970
BUSINESS PHONE: 9787459233
MAIL ADDRESS:
STREET 1: PO BOX 150
CITY: SALEM
STATE: MA
ZIP: 01970
FORMER COMPANY:
FORMER CONFORMED NAME: CABOT MONEY MANAGEMENT INC
DATE OF NAME CHANGE: 19990301
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001016683
XXXXXXXX
03-31-2019
03-31-2019
CABOT WEALTH MANAGEMENT INC
PO BOX 150
SALEM
MA
01970
13F HOLDINGS REPORT
028-05694
N
Robert T. Lutts
President, CIO
978 745-9233
Robert T. Lutts
Salem
MA
05-13-2019
0
129
454917
false
INFORMATION TABLE
2
dayafter.xml
Chubb Limited
COM
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32562
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Check Point Software Tech Lt
ORD
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Abbot Labs
COM
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292
3656
SH
SOLE
3656
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Abiomed Inc
COM
003654100
479
1676
SH
SOLE
1676
0
0
Adobe Inc
COM
00724F101
2843
10667
SH
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10667
0
0
Alibaba Group Hldg Ltd
SPONSORED ADS
01609W102
4086
22396
SH
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22396
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0
Alphabet Inc
CAP STK CL C
02079K107
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7332
SH
SOLE
7332
0
0
Alphabet Inc
CAP STK CL A
02079K305
1543
1311
SH
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1311
0
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Amgen Inc
COM
031162100
6658
35047
SH
SOLE
35047
0
0
Apple Inc
COM
037833100
12708
66903
SH
SOLE
66903
0
0
Berkshire Hathaway Inc Del
CL B NEW
084670702
10522
52377
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52377
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Booz Allen Hamilton Hldg Cor
CL A
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3950
67931
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CDW Corp
COM
12514G108
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96036
SH
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96036
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Chemed Corp New
COM
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5716
17859
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17859
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Chevron Corp New
COM
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620
5031
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5031
0
0
Cintas Corp
COM
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5837
28878
SH
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Coca Cola Co
COM
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ConocoPhillips
COM
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Coupa Software Inc
COM
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19466
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Disney Walt Co
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DowDupont Inc
COM
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Ebay Inc
COM
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Ecolab Inc
COM
278865100
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SH
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Exxon Mobil Corp
COM
30231G102
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First Rep Bk San Francisco C
COM
33616C100
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114429
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Flexshares Tr
IBOXX 3R TARGT
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GW Pharmaceuticals PLC
ADS
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General Dynamics Corp
COM
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General Electric Co
COM
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HDFC Bank Ltd
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Home Depot Inc
COM
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Idex Corp
COM
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Idexx Labs Inc
COM
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Inogen Inc
COM
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Invesco QQQ Tr
UNIT SER 1
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S&P500 LOW VOL
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Invesco Exchng Traded Fd Tr
GBL SRT TRM HY
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Invesco Exch Trd Slf Idx Fd
BULSHS 2022 CB
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Ishares Tr
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Ishares Tr
MSCI EAFE ETF
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Ishares Tr
RUSSELL 2000 ETF
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263
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Ishares Tr
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Ishares Tr
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Ishares Tr
SH TR CRPORT ETF
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Ishares Tr
FLTG RATE NT ETF
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Ishares Tr
USA QUALITY FCTR
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Ishares Tr
CORE MSCI EAFE
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Ishares Inc
CORE MSCI EMKT
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Ishares Tr
EDGE US FIXD INM
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COM
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Johnson & Johnson
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Lilly Eli & Co
COM
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Mercadolibre Inc
COM
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Merck & Co Inc.
COM
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Microsoft Corp
COM
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Moelis & Co
CL A
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Navidea Biopharmaceuticals I
COM
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Netflix Inc
COM
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Newmont Mng Corp
COM
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Northrop Grumman Corp
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Novo-Nordisk A S
ADR
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Nvidia Corp
COM
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Omnicom Group Inc
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Oracle Corp
COM
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Paycom Software Inc
COM
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Paychex Inc
COM
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Pfizer Inc
COM
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Phillips 66
COM
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226
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Pimco ETF Tr
INTER MUN BD ACT
72201R866
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Pioneer Nat Res Co
COM
723787107
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SH
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Pluralsight Inc
COM CL A
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2954
93067
SH
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Procter & Gamble Co
COM
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943
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Public Svc Enterprise Group In
COM
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RPM Intl Inc
COM
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Raytheon Co
COM NEW
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Rockwell Automation Inc
COM
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SPDR Gold Trust
GOLD SHS
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SPDR Series Trust
PORTFOLIO SHORT
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SSGA Active ETF Tr
SPDR TR TACTIC
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SPDR SER Tr
BLOMBRG BRC INV
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SPDR SER Tr
NUVEEN BLMBRG SR
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Salesforce Com Inc
COM
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Schwab Strategic Tr
US BRD MKT ETF
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Schwab Strategic Tr
US LRG CAP ETF
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Schwab Strategic Tr
US LCAP GR ETF
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Schwab Strategic Tr
US SML CAP ETF
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Schwab Strategic Tr
EMRG MKTEQ ETF
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Schwab Strategic Tr
SCHWB FDT EMK LG
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Schwab Strategic Tr
SCHWB FDT INT SC
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Schwab Strategic Tr
SCHWB FDT INT LG
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Schwab Strategic Tr
INTL SCEQT ETF
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SBI INT-INDS
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COM
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COM
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Sonoco Prods Co
COM
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Sony Corp
SPONSORED ADR
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SH
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Sysco Corp
COM
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Taiwan Semiconductor Mfg Ltd
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COM
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Twilio Inc
CL A
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2U Inc
COM
90214J101
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United Parcel Service Inc
CL B
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ALLWRLD EX US
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SHT TM CORP BD
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COM
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Visa Inc
COM CL A
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COM
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COM
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Weyerhaeuser Co
COM
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WisdomTree Tr
CBOE S&P 500
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3930
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Yeti Hldgs Inc
COM
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