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MCCARTER PRIVATE WEALTH SERVICES LLC
MCCARTER PRIVATE WEALTH SERVICES LLC
Latest filing: 2026-06-30
MCCARTER PRIVATE WEALTH SERVICES LLC runs MCCARTER PRIVATE WEALTH SERVICES LLC and currently holds 179 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $289.81M. Their top holdings are AVGO, MSFT, FBND, IVV, TJX. The top five represent 15.4% of reported portfolio weight. MCCARTER PRIVATE WEALTH SERVICES LLC ranks #808 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MCCARTER PRIVATE WEALTH SERVICES LLC initiated 14 new positions. They added to 26 existing positions. They trimmed 53 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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179 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVGO BROADCOM INC | 5.05% | $172.50 | $368.45 | +113.59% | Trimmed -5.84% |
 MSFT MICROSOFT CORP | 3.05% | $427.87 | $483.24 | +12.94% | Added +6.37% |
 FBND FIDELITY MERRIMACK STR TR | 2.70% | $45.49 | $44.89 | -1.33% | New Buy |
 IVV ISHARES TR | 2.36% | $632.44 | $769.30 | +21.64% | Added +1.60% |
 TJX TJX COS INC NEW | 2.27% | $117.71 | $140.50 | +19.36% | Trimmed -1.94% |
 GOOGL ALPHABET INC | 2.25% | $187.49 | $344.82 | +83.91% | Trimmed -7.16% |
 TRV TRAVELERS COMPANIES INC | 2.07% | $237.76 | $363.57 | +52.91% | Trimmed -8.78% |
 MA MASTERCARD INCORPORATED | 1.92% | $493.80 | $580.56 | +17.57% | Trimmed -0.58% |
 GOOG ALPHABET INC | 1.91% | $156.27 | $341.75 | +118.69% | Trimmed -1.29% |
 PANW PALO ALTO NETWORKS INC | 1.87% | $170.95 | $358.04 | +109.44% | Trimmed -10.94% |
Showing 1-10 of 179