Foster Dykema Cabot & Co as of March 31, 2019
Portfolio Holdings for Foster Dykema Cabot & Co
Foster Dykema Cabot & Co holds 97 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 15.4 | $95M | 337k | 282.48 | |
Jpm Hdgd Eq Sel mutual fund (JHEQX) | 11.8 | $73M | 3.7M | 19.67 | |
Procter & Gamble Company (PG) | 10.8 | $67M | 644k | 104.05 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 7.7 | $47M | 780k | 60.77 | |
iShares S&P 500 Growth Index (IVW) | 4.2 | $26M | 152k | 172.36 | |
Ishares Tr usa min vo (USMV) | 4.2 | $26M | 437k | 58.80 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 4.2 | $26M | 290k | 88.55 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 4.1 | $25M | 225k | 112.18 | |
Berkshire Hathaway (BRK.B) | 3.7 | $23M | 114k | 200.89 | |
Boeing Company (BA) | 3.3 | $21M | 54k | 381.42 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 3.1 | $19M | 169k | 113.37 | |
Berkshire Hathaway (BRK.A) | 2.7 | $17M | 55.00 | 301218.18 | |
Microsoft Corporation (MSFT) | 2.5 | $16M | 134k | 117.94 | |
iShares S&P SmallCap 600 Index (IJR) | 2.4 | $15M | 192k | 77.15 | |
Visa (V) | 2.3 | $14M | 91k | 156.18 | |
Vanguard Total Stock Market ETF (VTI) | 2.0 | $12M | 84k | 144.71 | |
Becton, Dickinson and (BDX) | 1.7 | $10M | 42k | 249.73 | |
Thermo Fisher Scientific (TMO) | 1.4 | $9.0M | 33k | 273.73 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $5.5M | 55k | 101.22 | |
Msci (MSCI) | 0.9 | $5.4M | 27k | 198.85 | |
Amphenol Corporation (APH) | 0.8 | $4.7M | 50k | 94.44 | |
Apple (AAPL) | 0.6 | $3.4M | 18k | 189.98 | |
Schlumberger (SLB) | 0.4 | $2.5M | 58k | 43.58 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $2.5M | 17k | 151.38 | |
Coca-Cola Company (KO) | 0.4 | $2.5M | 53k | 46.86 | |
Johnson & Johnson (JNJ) | 0.4 | $2.3M | 16k | 139.76 | |
Technology SPDR (XLK) | 0.3 | $2.1M | 28k | 73.99 | |
S&p Global (SPGI) | 0.3 | $2.1M | 9.8k | 210.56 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.9M | 1.6k | 1173.28 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $1.8M | 15k | 123.51 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.7M | 41k | 40.87 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $1.7M | 6.4k | 259.50 | |
Pepsi (PEP) | 0.2 | $1.4M | 11k | 122.56 | |
International Business Machines (IBM) | 0.2 | $1.2M | 8.7k | 141.06 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $1.2M | 8.0k | 150.62 | |
American Express Company (AXP) | 0.2 | $1.1M | 9.9k | 109.30 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.0M | 891.00 | 1177.33 | |
Cisco Systems (CSCO) | 0.2 | $959k | 18k | 54.02 | |
Home Depot (HD) | 0.1 | $913k | 4.8k | 191.93 | |
Abbott Laboratories (ABT) | 0.1 | $911k | 11k | 79.93 | |
Enterprise Ban (EBTC) | 0.1 | $899k | 31k | 28.72 | |
Ishares Tr sustnble msci (SDG) | 0.1 | $947k | 16k | 58.98 | |
McDonald's Corporation (MCD) | 0.1 | $869k | 4.6k | 189.86 | |
Pfizer (PFE) | 0.1 | $851k | 20k | 42.48 | |
iShares Russell 1000 Index (IWB) | 0.1 | $863k | 5.5k | 157.34 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $852k | 16k | 53.95 | |
iShares S&P 500 Index (IVV) | 0.1 | $834k | 2.9k | 284.54 | |
Illinois Tool Works (ITW) | 0.1 | $774k | 5.4k | 143.44 | |
Sprott Physical Gold Trust (PHYS) | 0.1 | $804k | 77k | 10.45 | |
Exxon Mobil Corporation (XOM) | 0.1 | $752k | 9.3k | 80.83 | |
Wal-Mart Stores (WMT) | 0.1 | $755k | 7.7k | 97.58 | |
Eli Lilly & Co. (LLY) | 0.1 | $746k | 5.7k | 129.78 | |
Colgate-Palmolive Company (CL) | 0.1 | $743k | 11k | 68.58 | |
J.M. Smucker Company (SJM) | 0.1 | $688k | 5.9k | 116.55 | |
iShares Russell 2000 Index (IWM) | 0.1 | $650k | 4.2k | 153.19 | |
Walt Disney Company (DIS) | 0.1 | $604k | 5.4k | 111.07 | |
3M Company (MMM) | 0.1 | $637k | 3.1k | 207.76 | |
Intel Corporation (INTC) | 0.1 | $616k | 12k | 53.74 | |
Stryker Corporation (SYK) | 0.1 | $594k | 3.0k | 197.47 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $641k | 15k | 42.49 | |
Dbx Etf Tr ex us hdg eqty (DBAW) | 0.1 | $588k | 22k | 27.15 | |
At&t (T) | 0.1 | $546k | 17k | 31.38 | |
Union Pacific Corporation (UNP) | 0.1 | $577k | 3.5k | 167.10 | |
Merck & Co (MRK) | 0.1 | $547k | 6.6k | 83.22 | |
iShares S&P 100 Index (OEF) | 0.1 | $564k | 4.5k | 125.22 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $560k | 12k | 46.25 | |
Bristol Myers Squibb (BMY) | 0.1 | $505k | 11k | 47.66 | |
Wells Fargo & Company (WFC) | 0.1 | $495k | 10k | 48.27 | |
Automatic Data Processing (ADP) | 0.1 | $487k | 3.0k | 159.78 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $472k | 4.3k | 109.72 | |
Abbvie (ABBV) | 0.1 | $470k | 5.8k | 80.65 | |
Loews Corporation (L) | 0.1 | $431k | 9.0k | 47.89 | |
Progressive Corporation (PGR) | 0.1 | $442k | 6.1k | 72.08 | |
Air Products & Chemicals (APD) | 0.1 | $458k | 2.4k | 190.83 | |
Amazon (AMZN) | 0.1 | $459k | 258.00 | 1779.07 | |
Laboratory Corp. of America Holdings | 0.1 | $359k | 2.3k | 152.83 | |
Netflix (NFLX) | 0.1 | $360k | 1.0k | 356.44 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $369k | 3.1k | 118.31 | |
First Trust Morningstar Divid Ledr (FDL) | 0.1 | $355k | 12k | 30.15 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $390k | 11k | 36.89 | |
General Electric Company | 0.1 | $320k | 32k | 10.00 | |
United Technologies Corporation | 0.1 | $294k | 2.3k | 129.06 | |
Hershey Company (HSY) | 0.1 | $283k | 2.5k | 114.67 | |
Oracle Corporation (ORCL) | 0.1 | $301k | 5.6k | 53.78 | |
Donaldson Company (DCI) | 0.1 | $300k | 6.0k | 50.00 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $335k | 1.7k | 196.94 | |
Tocqueville Tr Gold Fund | 0.1 | $330k | 10k | 32.60 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $221k | 5.1k | 42.96 | |
BlackRock (BLK) | 0.0 | $244k | 572.00 | 426.57 | |
Verizon Communications (VZ) | 0.0 | $259k | 4.4k | 59.16 | |
Lockheed Martin Corporation (LMT) | 0.0 | $255k | 848.00 | 300.71 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $273k | 4.7k | 58.05 | |
Columbia Emerging Markets Consumer Etf etf (ECON) | 0.0 | $222k | 9.8k | 22.63 | |
SYSCO Corporation (SYY) | 0.0 | $206k | 3.1k | 66.67 | |
Alibaba Group Holding (BABA) | 0.0 | $213k | 1.2k | 182.05 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $212k | 3.3k | 64.52 | |
Sprott Physical Silver Tr tr unit (PSLV) | 0.0 | $81k | 15k | 5.52 |