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CIK: 0002036922
Total reported value
$289.8M
$289.8M
102 檔
13.7%
As reported in its official Q3 2024 Form 13F filing, Mccarter Private Wealth Services LLC's tracked investment portfolio stood at $289.8M with 102 total positions.
During Q3 2024, Mccarter Private Wealth Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.47% | -0.48% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.87% | -0.54% | — | |
| 3 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.36% | -0.03% | — | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.22% | -0.44% | — | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 4.21% | -0.72% | — | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.64% | -0.81% | — | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.32% | -0.39% | — | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.25% | -0.67% | — | |
| 9 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 3.24% | +0.10% | — | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.22% | -0.45% | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.72% | -0.31% | — | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.38% | — | — | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.10% | -0.59% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | -0.17% | — | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.03% | -0.74% | — | |
| 16 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.96% | -0.09% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.21% | — | |
| 18 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.87% | -1.18% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.85% | -0.15% | — | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.80% | -0.23% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | -0.07% | — | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.65% | +0.63% | — | |
| 23 | FANG | Diamondback Energy Inc | Stock-Energy | 1.59% | -0.15% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.34% | — | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.29% | -0.03% | — | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | -0.10% | — | |
| 27 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.11% | — | — | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.10% | — | — | |
| 29 | EFX | Equifax Inc | Stock-Industrials | 1.08% | -0.18% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.05% | — | |
| 31 | AXP | American Express Co | Stock-Financials | 1.03% | -0.12% | — | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.97% | -0.10% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.10% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.12% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.20% | — | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.71% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.37% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.16% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | -0.07% | — | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.58% | -0.12% | — | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.10% | — | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.09% | — | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | -0.14% | — | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | -0.14% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.07% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.05% | — | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.10% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.14% | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.41% | -0.21% | — | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.06% | — |
According to official SEC Form 13F filings, Mccarter Private Wealth Services LLC reported a total U.S. public equity portfolio value of $289.8M across 102 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, NVO) accounted for 13.7% of total reported equity market value during Q3 2024.
During Q3 2024, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (6.5%)、MSFT (5.9%)、NVO (4.4%). The largest single position, AVGO, represented 6.5% of total portfolio value.
In Q3 2024, Mccarter Private Wealth Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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