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MCCARTER PRIVATE WEALTH SERVICES LLC 13F portfolio summary

MCCARTER PRIVATE WEALTH SERVICES LLC of MCCARTER PRIVATE WEALTH SERVICES LLC has 171 current stock holdings with a reported portfolio value of $230.0M. The portfolio 1 year return is +20.57%. Top holdings include CSPF (0.00%), AVGO (5.57%), MSFT (3.61%), TJX (3.10%), AEM (2.98%).

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MCCARTER PRIVATE WEALTH SERVICES LLC

MCCARTER PRIVATE WEALTH SERVICES LLC
Latest filing: 2026-03-31

MCCARTER PRIVATE WEALTH SERVICES LLC runs MCCARTER PRIVATE WEALTH SERVICES LLC and currently holds 171 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $230.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MCCARTER PRIVATE WEALTH SERVICES LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MCCARTER PRIVATE WEALTH SERVICES LLC's portfolio at MCCARTER PRIVATE WEALTH SERVICES LLC has delivered returns of +20.57%. Their 3-year annualized return is +17.19%. Looking at the 5-year horizon, MCCARTER PRIVATE WEALTH SERVICES LLC has achieved +17.19% annualized returns at MCCARTER PRIVATE WEALTH SERVICES LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.57%
#0/1000
3 Year
+17.19%
#0/1000
5 Year
+17.19%
#0/1000

Portfolio Value

$230.00M

Alpha Score

16.1

#0 of 1000

Holdings

171

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change