Foster Dykema Cabot & Co as of March 31, 2017
Portfolio Holdings for Foster Dykema Cabot & Co
Foster Dykema Cabot & Co holds 106 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 14.5 | $80M | 339k | 235.74 | |
Jpm Hdgd Eq Sel mutual fund (JHEQX) | 12.7 | $70M | 3.9M | 17.94 | |
Procter & Gamble Company (PG) | 12.2 | $67M | 746k | 89.85 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 6.4 | $35M | 609k | 57.95 | |
Berkshire Hathaway (BRK.B) | 5.2 | $29M | 172k | 166.68 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 3.9 | $22M | 297k | 72.80 | |
Ishares Tr usa min vo (USMV) | 3.8 | $21M | 435k | 47.72 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 3.5 | $19M | 230k | 82.65 | |
Berkshire Hathaway (BRK.A) | 3.3 | $18M | 72.00 | 249847.22 | |
PowerShares FTSE RAFI US 1000 | 3.3 | $18M | 175k | 102.47 | |
Wells Fargo & Company (WFC) | 2.6 | $14M | 256k | 55.66 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $13M | 192k | 69.16 | |
Vanguard Total Stock Market ETF (VTI) | 2.0 | $11M | 92k | 121.32 | |
Microsoft Corporation (MSFT) | 1.8 | $9.9M | 150k | 65.86 | |
Schlumberger (SLB) | 1.8 | $9.9M | 127k | 78.10 | |
Boeing Company (BA) | 1.7 | $9.4M | 53k | 176.87 | |
Visa (V) | 1.5 | $8.4M | 95k | 88.87 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $5.4M | 62k | 87.84 | |
Merck & Co (MRK) | 0.9 | $5.0M | 78k | 63.54 | |
Carnival Corporation (CCL) | 0.9 | $4.9M | 83k | 58.91 | |
Pentair cs (PNR) | 0.8 | $4.6M | 74k | 62.79 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.8 | $4.5M | 181k | 24.82 | |
Verizon Communications (VZ) | 0.8 | $4.4M | 90k | 48.75 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $2.9M | 26k | 113.81 | |
Coca-Cola Company (KO) | 0.5 | $2.6M | 61k | 42.43 | |
iShares Russell 1000 Value Index (IWD) | 0.5 | $2.6M | 22k | 114.94 | |
Apple (AAPL) | 0.5 | $2.6M | 18k | 143.67 | |
Vanguard Europe Pacific ETF (VEA) | 0.4 | $2.4M | 60k | 39.30 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $2.3M | 11k | 216.32 | |
Johnson & Johnson (JNJ) | 0.4 | $2.2M | 18k | 124.57 | |
Pepsi (PEP) | 0.3 | $1.7M | 15k | 111.88 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $1.7M | 9.2k | 187.22 | |
General Electric Company | 0.3 | $1.7M | 56k | 29.81 | |
iShares Russell 2000 Index (IWM) | 0.3 | $1.7M | 12k | 137.48 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 19k | 84.11 | |
International Business Machines (IBM) | 0.3 | $1.6M | 9.2k | 174.15 | |
Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | 19k | 82.00 | |
Technology SPDR (XLK) | 0.3 | $1.6M | 29k | 53.30 | |
First Trust Morningstar Divid Ledr (FDL) | 0.2 | $1.2M | 43k | 28.82 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $1.3M | 1.5k | 829.33 | |
S&p Global (SPGI) | 0.2 | $1.3M | 9.8k | 130.77 | |
WisdomTree Equity Income Fund (DHS) | 0.2 | $1.2M | 17k | 68.44 | |
Enterprise Ban (EBTC) | 0.2 | $1.1M | 31k | 34.75 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $982k | 23k | 42.12 | |
American Express Company (AXP) | 0.2 | $945k | 12k | 79.11 | |
McDonald's Corporation (MCD) | 0.2 | $950k | 7.3k | 129.66 | |
iShares Russell 1000 Index (IWB) | 0.2 | $925k | 7.0k | 131.30 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $859k | 2.7k | 312.48 | |
Wal-Mart Stores (WMT) | 0.1 | $849k | 12k | 72.10 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $827k | 21k | 39.73 | |
Sprott Physical Gold Trust (PHYS) | 0.1 | $842k | 82k | 10.22 | |
Walt Disney Company (DIS) | 0.1 | $771k | 6.8k | 113.42 | |
Colgate-Palmolive Company (CL) | 0.1 | $793k | 11k | 73.20 | |
Illinois Tool Works (ITW) | 0.1 | $768k | 5.8k | 132.51 | |
J.M. Smucker Company (SJM) | 0.1 | $761k | 5.8k | 131.14 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $780k | 8.0k | 97.50 | |
Pfizer (PFE) | 0.1 | $702k | 21k | 34.21 | |
At&t (T) | 0.1 | $723k | 17k | 41.55 | |
Home Depot (HD) | 0.1 | $643k | 4.4k | 146.80 | |
Laboratory Corp. of America Holdings | 0.1 | $642k | 4.5k | 143.40 | |
Bristol Myers Squibb (BMY) | 0.1 | $580k | 11k | 54.36 | |
3M Company (MMM) | 0.1 | $613k | 3.2k | 191.32 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $609k | 9.8k | 62.33 | |
FedEx Corporation (FDX) | 0.1 | $531k | 2.7k | 195.22 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $570k | 6.3k | 89.91 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $564k | 665.00 | 848.12 | |
Abbott Laboratories (ABT) | 0.1 | $497k | 11k | 44.45 | |
Cisco Systems (CSCO) | 0.1 | $521k | 15k | 33.83 | |
LKQ Corporation (LKQ) | 0.1 | $469k | 16k | 29.26 | |
Oracle Corporation (ORCL) | 0.1 | $481k | 11k | 44.58 | |
Loews Corporation (L) | 0.1 | $421k | 9.0k | 46.78 | |
Union Pacific Corporation (UNP) | 0.1 | $436k | 4.1k | 105.83 | |
Lockheed Martin Corporation (LMT) | 0.1 | $454k | 1.7k | 267.53 | |
Baker Hughes Incorporated | 0.1 | $449k | 7.5k | 59.87 | |
Thor Industries (THO) | 0.1 | $447k | 4.7k | 96.03 | |
SPDR Gold Trust (GLD) | 0.1 | $451k | 3.8k | 118.84 | |
Dycom Industries (DY) | 0.1 | $461k | 5.0k | 92.91 | |
Tocqueville Tr Gold Fund | 0.1 | $417k | 11k | 37.15 | |
Abbvie (ABBV) | 0.1 | $444k | 6.8k | 65.18 | |
Packaging Corporation of America (PKG) | 0.1 | $394k | 4.3k | 91.52 | |
Stryker Corporation (SYK) | 0.1 | $395k | 3.0k | 131.67 | |
United Technologies Corporation | 0.1 | $385k | 3.4k | 112.18 | |
iShares S&P 100 Index (OEF) | 0.1 | $410k | 3.9k | 104.62 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $390k | 2.3k | 171.43 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $403k | 4.1k | 98.29 | |
Walgreen Boots Alliance (WBA) | 0.1 | $398k | 4.8k | 83.06 | |
Automatic Data Processing (ADP) | 0.1 | $342k | 3.3k | 102.46 | |
Air Products & Chemicals (APD) | 0.1 | $325k | 2.4k | 135.42 | |
Rolls-Royce (RYCEY) | 0.1 | $332k | 35k | 9.49 | |
Chevron Corporation (CVX) | 0.1 | $267k | 2.5k | 107.32 | |
Intel Corporation (INTC) | 0.1 | $271k | 7.5k | 36.13 | |
Hershey Company (HSY) | 0.1 | $284k | 2.6k | 109.23 | |
Donaldson Company (DCI) | 0.1 | $273k | 6.0k | 45.50 | |
Hecla Mining Company (HL) | 0.1 | $291k | 55k | 5.29 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $204k | 5.2k | 39.38 | |
Progressive Corporation (PGR) | 0.0 | $240k | 6.1k | 39.14 | |
Armstrong World Industries (AWI) | 0.0 | $230k | 5.0k | 46.00 | |
Agnico (AEM) | 0.0 | $234k | 5.5k | 42.48 | |
Rayonier (RYN) | 0.0 | $204k | 7.2k | 28.33 | |
PowerShares FTSE RAFI Developed Markets | 0.0 | $243k | 6.1k | 40.13 | |
Vanguard REIT ETF (VNQ) | 0.0 | $223k | 2.7k | 82.59 | |
Vanguard Energy ETF (VDE) | 0.0 | $234k | 2.4k | 96.81 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $207k | 3.3k | 62.73 | |
Allegheny Technologies Incorporated (ATI) | 0.0 | $188k | 11k | 17.91 | |
Kayne Anderson Mdstm Energy | 0.0 | $165k | 10k | 16.50 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $101k | 15k | 6.88 |