Foster Dykema Cabot & Co as of June 30, 2018
Portfolio Holdings for Foster Dykema Cabot & Co
Foster Dykema Cabot & Co holds 97 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 15.5 | $93M | 331k | 279.95 | |
Jpm Hdgd Eq Sel mutual fund (JHEQX) | 12.7 | $76M | 3.8M | 19.85 | |
Procter & Gamble Company (PG) | 8.8 | $53M | 654k | 80.20 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 8.4 | $50M | 772k | 64.97 | |
iShares S&P 500 Growth Index (IVW) | 4.2 | $25M | 149k | 167.07 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 4.2 | $25M | 224k | 111.22 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 4.1 | $25M | 287k | 85.97 | |
Ishares Tr usa min vo (USMV) | 4.0 | $24M | 437k | 54.51 | |
Berkshire Hathaway (BRK.B) | 3.8 | $22M | 113k | 199.09 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 3.3 | $20M | 169k | 116.12 | |
Boeing Company (BA) | 3.1 | $19M | 54k | 351.06 | |
Berkshire Hathaway (BRK.A) | 3.0 | $18M | 59.00 | 303423.73 | |
iShares S&P SmallCap 600 Index (IJR) | 2.7 | $16M | 190k | 85.16 | |
Microsoft Corporation (MSFT) | 2.4 | $14M | 135k | 105.37 | |
Vanguard Total Stock Market ETF (VTI) | 2.1 | $13M | 88k | 144.27 | |
Visa (V) | 2.1 | $12M | 90k | 136.48 | |
Becton, Dickinson and (BDX) | 1.7 | $10M | 41k | 247.27 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $6.5M | 56k | 116.73 | |
BlackRock (BLK) | 0.8 | $4.9M | 9.8k | 500.21 | |
Amphenol Corporation (APH) | 0.7 | $4.4M | 48k | 92.26 | |
Chubb (CB) | 0.7 | $4.3M | 31k | 139.86 | |
Schlumberger (SLB) | 0.7 | $4.0M | 59k | 67.58 | |
Apple (AAPL) | 0.6 | $3.4M | 18k | 189.92 | |
Coca-Cola Company (KO) | 0.4 | $2.6M | 55k | 46.23 | |
Johnson & Johnson (JNJ) | 0.4 | $2.2M | 17k | 132.17 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $2.0M | 14k | 146.49 | |
Technology SPDR (XLK) | 0.3 | $2.0M | 28k | 70.74 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $2.0M | 7.8k | 257.06 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $2.0M | 1.6k | 1219.89 | |
S&p Global (SPGI) | 0.3 | $2.0M | 9.8k | 200.92 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.7M | 40k | 43.84 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $1.5M | 12k | 124.94 | |
International Business Machines (IBM) | 0.2 | $1.4M | 9.6k | 145.53 | |
Pepsi (PEP) | 0.2 | $1.3M | 11k | 114.17 | |
Enterprise Ban (EBTC) | 0.2 | $1.2M | 31k | 37.92 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $1.1M | 5.1k | 214.67 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.1M | 876.00 | 1230.59 | |
American Express Company (AXP) | 0.2 | $995k | 9.9k | 100.84 | |
Exxon Mobil Corporation (XOM) | 0.2 | $961k | 12k | 81.71 | |
McDonald's Corporation (MCD) | 0.2 | $933k | 5.9k | 158.59 | |
Home Depot (HD) | 0.2 | $938k | 4.8k | 197.18 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $933k | 8.0k | 116.62 | |
Ishares Tr sustnble msci (SDG) | 0.2 | $943k | 16k | 58.26 | |
Eli Lilly & Co. (LLY) | 0.1 | $906k | 9.2k | 97.97 | |
Illinois Tool Works (ITW) | 0.1 | $810k | 5.8k | 139.75 | |
iShares Russell 1000 Index (IWB) | 0.1 | $854k | 5.5k | 155.70 | |
Abbott Laboratories (ABT) | 0.1 | $752k | 12k | 65.19 | |
Pfizer (PFE) | 0.1 | $765k | 20k | 38.60 | |
Cisco Systems (CSCO) | 0.1 | $750k | 18k | 42.19 | |
Colgate-Palmolive Company (CL) | 0.1 | $796k | 12k | 66.42 | |
Sprott Physical Gold Trust (PHYS) | 0.1 | $759k | 77k | 9.87 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $770k | 21k | 36.45 | |
Wal-Mart Stores (WMT) | 0.1 | $697k | 7.8k | 88.90 | |
iShares Russell 2000 Index (IWM) | 0.1 | $720k | 4.4k | 164.20 | |
3M Company (MMM) | 0.1 | $634k | 3.1k | 205.18 | |
Wells Fargo & Company (WFC) | 0.1 | $674k | 12k | 58.47 | |
J.M. Smucker Company (SJM) | 0.1 | $644k | 5.8k | 110.98 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $657k | 15k | 43.65 | |
Walt Disney Company (DIS) | 0.1 | $621k | 5.5k | 112.54 | |
Bristol Myers Squibb (BMY) | 0.1 | $624k | 11k | 58.90 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $587k | 12k | 48.48 | |
Dbx Etf Tr ex us hdg eqty (DBAW) | 0.1 | $605k | 22k | 27.93 | |
Shotspotter (SSTI) | 0.1 | $582k | 14k | 40.64 | |
General Electric Company | 0.1 | $565k | 43k | 13.15 | |
At&t (T) | 0.1 | $557k | 17k | 32.01 | |
Intel Corporation (INTC) | 0.1 | $523k | 11k | 47.71 | |
Abbvie (ABBV) | 0.1 | $548k | 6.0k | 91.49 | |
Loews Corporation (L) | 0.1 | $448k | 9.0k | 49.78 | |
Union Pacific Corporation (UNP) | 0.1 | $502k | 3.4k | 148.61 | |
Stryker Corporation (SYK) | 0.1 | $495k | 3.0k | 165.00 | |
iShares S&P 100 Index (OEF) | 0.1 | $486k | 3.9k | 124.01 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $454k | 4.3k | 105.53 | |
Automatic Data Processing (ADP) | 0.1 | $409k | 3.0k | 134.19 | |
Laboratory Corp. of America Holdings | 0.1 | $413k | 2.4k | 172.51 | |
Merck & Co (MRK) | 0.1 | $414k | 6.4k | 64.79 | |
SPDR Gold Trust (GLD) | 0.1 | $439k | 3.8k | 115.68 | |
Progressive Corporation (PGR) | 0.1 | $364k | 6.1k | 59.36 | |
Air Products & Chemicals (APD) | 0.1 | $387k | 2.4k | 161.25 | |
Oracle Corporation (ORCL) | 0.1 | $352k | 7.4k | 47.79 | |
Amazon (AMZN) | 0.1 | $356k | 200.00 | 1780.00 | |
Netflix (NFLX) | 0.1 | $338k | 1.0k | 334.65 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $348k | 1.7k | 204.59 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $352k | 3.1k | 115.37 | |
Tocqueville Tr Gold Fund | 0.1 | $333k | 10k | 32.89 | |
Chevron Corporation (CVX) | 0.1 | $299k | 2.3k | 127.78 | |
Lockheed Martin Corporation (LMT) | 0.1 | $271k | 848.00 | 319.58 | |
United Technologies Corporation | 0.1 | $278k | 2.1k | 133.01 | |
Donaldson Company (DCI) | 0.1 | $281k | 6.0k | 46.83 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.1 | $309k | 12k | 24.89 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $230k | 5.1k | 44.71 | |
FedEx Corporation (FDX) | 0.0 | $213k | 886.00 | 240.41 | |
Verizon Communications (VZ) | 0.0 | $215k | 4.1k | 52.46 | |
Hershey Company (HSY) | 0.0 | $244k | 2.5k | 97.80 | |
Alibaba Group Holding (BABA) | 0.0 | $216k | 1.2k | 184.62 | |
Invesco Ftse Rafi Dev etf - e (PXF) | 0.0 | $218k | 5.0k | 43.93 | |
SYSCO Corporation (SYY) | 0.0 | $206k | 3.1k | 66.67 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $83k | 15k | 5.66 |