MCCARTER PRIVATE WEALTH SERVICES LLC 13F Holdings

CIK 0002036922 · Boston, MA

As of Sep 30, 2025, MCCARTER PRIVATE WEALTH SERVICES LLC reported 216 positions worth 95.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology44,440 4.7M7.52%
MICROSOFT CORPMSFTTechnology21,739 1.3M5.77%
AUTOZONE INCAZOConsumer Cyclical1,759$7.5M3.87%
TJX COMPANIES INCTJXConsumer Cyclical44,977$6.5M3.33%
MASTERCARD INCMAFinancial Services11,243$6.4M3.28%
AGNICO EAGLE MINES LTDAEMBasic Materials31,421$5.3M2.72%
ISHARES CORE S&P 500 ETFIVV—7,860$5.3M2.70%
TRAVELERS COMPANIES INCTRVFinancial Services18,743$5.2M2.68%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,370$5.0M2.55%
JPMORGAN CHASE & COJPMFinancial Services14,235$4.5M2.30%
ALPHABET INCGOOGLEquity18,115$4.4M2.26%
RTX CORPRTXEquity25,789$4.3M2.21%
ALPHABET INCGOOGEquity16,743$4.1M2.09%
PROCTER & GAMBLE COPGConsumer Defensive25,366$3.9M2.00%
THERMO FISHER SCIENTIFIC INCTMOHealthcare7,787$3.8M1.94%
ISHARES CORE S&P MID-CAP ETFIJH—55,137$3.6M1.85%
APPLE INCAAPLTechnology13,458$3.4M1.76%
PALO ALTO NETWORKS INCPANWTechnology16,336$3.3M1.71%
NOVO NORDISK A SNVOHealthcare59,394$3.3M1.69%
EDWARDS LIFESCIENCES CORPEWHealthcare42,295$3.3M1.69%
ISHARES MSCI EAFE ETFEFA—34,243$3.2M1.64%
CHEVRON CORPCHVEnergy19,892$3.1M1.58%
META PLATFORMS INCMETACommunication Services4,118$3.0M1.55%
NXP SEMICONDUCTORS NVNXPITechnology11,370$2.6M1.33%
DIAMONDBACK ENERGY INCFANGEnergy18,019$2.6M1.32%