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CIK: 0002036922
Total reported value
$289.8M
$289.8M
102 檔
14.9%
The Q4 2024 SEC filing reveals that Mccarter Private Wealth Services LLC held a total portfolio value of $289.8M, covering 102 public equity positions.
During Q4 2024, Mccarter Private Wealth Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, MA) accounted for 14.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 8.54% | -0.48% | -2.06% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.02% | -0.54% | +4.26% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 4.37% | -0.44% | -3.14% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.31% | -0.21% | +99.14% | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 4.22% | -0.72% | -1.66% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.73% | -0.81% | -0.76% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.28% | -0.67% | -2.54% | |
| 8 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.28% | -0.45% | -1.20% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.16% | -0.03% | -0.09% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.87% | -0.39% | +2.52% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.64% | -0.31% | — | |
| 12 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 2.35% | +0.10% | -16.52% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.17% | -1.71% | |
| 14 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.23% | -0.09% | +0.84% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.15% | +9.74% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.99% | -0.59% | -1.07% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.74% | -1.38% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.80% | +0.63% | +104.44% | |
| 19 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.75% | -1.18% | -3.65% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.69% | — | -17.98% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.58% | -0.23% | +0.80% | |
| 22 | FANG | Diamondback Energy Inc | Stock-Energy | 1.55% | -0.15% | +2.19% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.34% | -0.93% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.05% | +11.23% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.32% | -0.03% | +0.49% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | -0.10% | -0.23% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.10% | +30.83% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.13% | -0.12% | +0.02% | |
| 29 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.98% | — | +3.23% | |
| 30 | EFX | Equifax Inc | Stock-Industrials | 0.94% | -0.18% | — | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 0.91% | -0.10% | -1.14% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.16% | +5.31% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.12% | -4.22% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.20% | -2.17% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | +6.80% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.37% | -0.39% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.56% | -0.14% | +1.54% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.07% | -2.61% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.10% | — | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.21% | +5.78% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.09% | +6.47% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.10% | +7.52% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.07% | +0.89% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.14% | -2.86% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.05% | — | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.41% | -0.12% | -23.51% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | — | -66.47% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.02% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.39% | +0.04% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.14% | -1.23% |
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 Q4 2024.
During Q4 2024, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (8.5%)、MSFT (6.0%)、MA (4.4%). The largest single position, AVGO, represented 8.5% of total portfolio value.
In Q4 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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