Foster Dykema Cabot & Co as of Dec. 31, 2018
Portfolio Holdings for Foster Dykema Cabot & Co
Foster Dykema Cabot & Co holds 93 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 15.0 | $83M | 333k | 249.92 | |
Jpm Hdgd Eq Sel mutual fund (JHEQX) | 12.8 | $71M | 3.7M | 18.98 | |
Procter & Gamble Company (PG) | 10.7 | $59M | 646k | 91.92 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 7.7 | $42M | 771k | 55.00 | |
Berkshire Hathaway (BRK.B) | 4.2 | $23M | 114k | 204.18 | |
Ishares Tr usa min vo (USMV) | 4.1 | $23M | 432k | 52.40 | |
iShares S&P 500 Growth Index (IVW) | 4.1 | $23M | 150k | 150.67 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 4.0 | $22M | 223k | 100.23 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 4.0 | $22M | 286k | 76.76 | |
Boeing Company (BA) | 3.2 | $18M | 54k | 322.50 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 3.1 | $17M | 168k | 101.57 | |
Berkshire Hathaway (BRK.A) | 3.0 | $17M | 55.00 | 306000.00 | |
Microsoft Corporation (MSFT) | 2.5 | $14M | 134k | 101.57 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $13M | 191k | 69.32 | |
Visa (V) | 2.2 | $12M | 91k | 131.94 | |
Vanguard Total Stock Market ETF (VTI) | 2.0 | $11M | 85k | 127.63 | |
Becton, Dickinson and (BDX) | 1.7 | $9.3M | 41k | 225.32 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $5.2M | 54k | 97.63 | |
Msci (MSCI) | 0.7 | $4.0M | 27k | 147.41 | |
BlackRock (BLK) | 0.7 | $3.9M | 9.8k | 392.82 | |
Amphenol Corporation (APH) | 0.7 | $3.9M | 48k | 81.02 | |
Chubb (CB) | 0.7 | $3.8M | 30k | 129.19 | |
Apple (AAPL) | 0.5 | $2.8M | 18k | 157.72 | |
Coca-Cola Company (KO) | 0.5 | $2.5M | 53k | 47.34 | |
Johnson & Johnson (JNJ) | 0.4 | $2.1M | 16k | 129.03 | |
Schlumberger (SLB) | 0.4 | $2.1M | 58k | 36.08 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $1.8M | 14k | 130.94 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $1.8M | 7.8k | 229.85 | |
Technology SPDR (XLK) | 0.3 | $1.7M | 28k | 61.97 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.7M | 1.6k | 1035.82 | |
S&p Global (SPGI) | 0.3 | $1.7M | 9.8k | 169.95 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.5M | 40k | 37.11 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $1.4M | 12k | 111.02 | |
Pepsi (PEP) | 0.2 | $1.2M | 11k | 110.44 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $1.1M | 8.0k | 139.25 | |
International Business Machines (IBM) | 0.2 | $990k | 8.7k | 113.69 | |
Enterprise Ban (EBTC) | 0.2 | $1.0M | 31k | 32.17 | |
American Express Company (AXP) | 0.2 | $936k | 9.8k | 95.31 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $914k | 875.00 | 1044.57 | |
Pfizer (PFE) | 0.2 | $858k | 20k | 43.64 | |
McDonald's Corporation (MCD) | 0.1 | $811k | 4.6k | 177.50 | |
Home Depot (HD) | 0.1 | $817k | 4.8k | 171.75 | |
Abbott Laboratories (ABT) | 0.1 | $832k | 12k | 72.36 | |
Ishares Tr sustnble msci (SDG) | 0.1 | $851k | 16k | 53.00 | |
Exxon Mobil Corporation (XOM) | 0.1 | $759k | 11k | 68.16 | |
Cisco Systems (CSCO) | 0.1 | $769k | 18k | 43.31 | |
iShares Russell 1000 Index (IWB) | 0.1 | $761k | 5.5k | 138.74 | |
Sprott Physical Gold Trust (PHYS) | 0.1 | $793k | 77k | 10.31 | |
Wal-Mart Stores (WMT) | 0.1 | $721k | 7.7k | 93.19 | |
Colgate-Palmolive Company (CL) | 0.1 | $713k | 12k | 59.50 | |
iShares S&P 500 Index (IVV) | 0.1 | $737k | 2.9k | 251.45 | |
Eli Lilly & Co. (LLY) | 0.1 | $665k | 5.7k | 115.69 | |
Illinois Tool Works (ITW) | 0.1 | $684k | 5.4k | 126.76 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $688k | 15k | 46.49 | |
Walt Disney Company (DIS) | 0.1 | $595k | 5.4k | 109.62 | |
3M Company (MMM) | 0.1 | $583k | 3.1k | 190.52 | |
Bristol Myers Squibb (BMY) | 0.1 | $551k | 11k | 52.01 | |
Wells Fargo & Company (WFC) | 0.1 | $530k | 12k | 46.12 | |
J.M. Smucker Company (SJM) | 0.1 | $543k | 5.8k | 93.57 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $575k | 15k | 38.11 | |
Abbvie (ABBV) | 0.1 | $550k | 6.0k | 92.24 | |
At&t (T) | 0.1 | $497k | 17k | 28.56 | |
Intel Corporation (INTC) | 0.1 | $514k | 11k | 46.89 | |
Merck & Co (MRK) | 0.1 | $488k | 6.4k | 76.37 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $508k | 12k | 41.96 | |
Dbx Etf Tr ex us hdg eqty (DBAW) | 0.1 | $525k | 22k | 24.24 | |
Union Pacific Corporation (UNP) | 0.1 | $467k | 3.4k | 138.25 | |
Stryker Corporation (SYK) | 0.1 | $470k | 3.0k | 156.67 | |
iShares Russell 2000 Index (IWM) | 0.1 | $448k | 3.3k | 134.01 | |
iShares S&P 100 Index (OEF) | 0.1 | $437k | 3.9k | 111.51 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $421k | 4.3k | 97.86 | |
Loews Corporation (L) | 0.1 | $410k | 9.0k | 45.56 | |
Progressive Corporation (PGR) | 0.1 | $370k | 6.1k | 60.34 | |
Automatic Data Processing (ADP) | 0.1 | $400k | 3.0k | 131.23 | |
Air Products & Chemicals (APD) | 0.1 | $384k | 2.4k | 160.00 | |
Amazon (AMZN) | 0.1 | $388k | 258.00 | 1503.88 | |
Oracle Corporation (ORCL) | 0.1 | $311k | 6.9k | 45.17 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $322k | 3.1k | 103.24 | |
Tocqueville Tr Gold Fund | 0.1 | $311k | 10k | 30.72 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $313k | 11k | 29.61 | |
General Electric Company | 0.1 | $273k | 36k | 7.58 | |
Laboratory Corp. of America Holdings | 0.1 | $303k | 2.4k | 126.57 | |
Hershey Company (HSY) | 0.1 | $265k | 2.5k | 107.37 | |
Netflix (NFLX) | 0.1 | $270k | 1.0k | 267.33 | |
Donaldson Company (DCI) | 0.1 | $260k | 6.0k | 43.33 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $286k | 1.7k | 168.14 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $201k | 5.1k | 39.07 | |
Verizon Communications (VZ) | 0.0 | $230k | 4.1k | 56.12 | |
Lockheed Martin Corporation (LMT) | 0.0 | $222k | 848.00 | 261.79 | |
United Technologies Corporation | 0.0 | $223k | 2.1k | 106.70 | |
First Trust Morningstar Divid Ledr (FDL) | 0.0 | $209k | 7.7k | 27.25 | |
First Trust DJ STOX Sel Div 30 IDX (FDD) | 0.0 | $148k | 12k | 11.94 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $82k | 15k | 5.59 |