Moors & Cabot, Inc.
Moors & Cabot, Inc. is a full-service independent investment firm and wealth manager offering a broad range of services, including traditional investments, insurance, annuities, retirement planning, mutual funds, professional money management, and investment advice for individuals, families, businesses, and institutions. The firm emphasizes personalized strategies, veteran financial professionals, and a relationship-driven, client-focused culture.
Investment Strategy
Moors & Cabot provides full-service wealth management, from traditional investments and managed programs with a model-driven approach to insurance, annuities, and financial planning. The firm uses best-of-breed technology and experienced advisors to deliver a holistic, relationship-based approach, focusing on the client's unique goals and challenges.
Top Holdings
Equity Positions (863)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.82% | $103.6M | 208,349 | $123.79 | $497.41 | +$24.3M |
N NVDA | NVIDIA CORPORATION | 4.52% | $97.2M | 615,535 | $15.96 | $157.99 | +$29.8M |
A AAPL | APPLE INC | 4.20% | $90.4M | 440,698 | $69.33 | $205.17 | -$8.1M |
T TPL | TEXAS PACIFIC LAND CORPORATI | 2.91% | $62.6M | 59,248 | $530.02 | $1056.39 | -$15.7M |
A AMZN | AMAZON COM INC | 2.27% | $48.8M | 222,644 | $106.15 | $219.39 | +$6.3M |
Options Positions (9)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Call | $31.5K | 10 | $157.99 | $116.15 | 0 | +$20.8K |
S SYY | SYSCO CORP | — | Put | $20.9K | 144 | $75.74 | $75.04 | 0 | +$1.2K |
A AAPL | APPLE INC | New | Put | $7.5K | 20 | $205.17 | $205.17 | +20 | +$7.5K |
G GOOGL | ALPHABET INC | New | Call | $6.0K | 8 | $176.23 | $176.23 | +8 | +$6.0K |
Q QQQ | INVESCO QQQ TR | — | Put | $5.8K | 4 | $551.64 | $468.92 | 0 | -$14.2K |