Filer Name: MCCARTER PRIVATE WEALTH SERVICES LLC
CIK: 2036922
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 102
Portfolio Value: $0.16B

Mccarter Private Wealth Services Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVGO US BROADCOM INC 58,053 $13M 8.54% -2.1% -
MSFT US MICROSOFT CORP 22,496 $9M 6.02% 4.3% -
MA US MASTERCARD INC - A 13,094 $7M 4.37% -3.1% -
GOOGL US ALPHABET INC-CL A 35,780 $7M 4.31% 99.1% -
AZO US AUTOZONE INC 2,079 $7M 4.22% -1.7% -
TJX US TJX COMPANIES INC 48,607 $6M 3.73% -0.8% -
COST US COSTCO WHOLESALE CORP 5,647 $5M 3.28% -2.5% -
TRV US TRAVELERS COS INC/THE 21,453 $5M 3.28% -1.2% -
NVO US NOVO-NORDISK A/S-SPONS ADR 57,908 $5M 3.16% -0.1% -
TMO US THERMO FISHER SCIENTIFIC INC 8,703 $5M 2.87% 2.5% -
PG US PROCTER & GAMBLE CO/THE 24,821 $4M 2.64% - -
NXPI US NXP SEMICONDUCTORS NV 17,805 $4M 2.35% -16.5% -
JPM US JPMORGAN CHASE & CO 15,231 $4M 2.32% -1.7% -
EW US EDWARDS LIFESCIENCES CORP 47,395 $4M 2.23% 0.8% -
AAPL US APPLE INC 13,757 $3M 2.19% 9.7% -
RTX US RTX CORP 27,124 $3M 1.99% -1.1% -
CVX US CHEVRON CORP 21,492 $3M 1.97% -1.4% -
PANW US PALO ALTO NETWORKS INC 15,576 $3M 1.80% 104.4% -
AEM US AGNICO EAGLE MINES LTD 35,310 $3M 1.75% -3.6% -
UNH US UNITEDHEALTH GROUP INC 5,279 $3M 1.69% -18.0% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us