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CIK: 0002036922
Total reported value
$289.8M
$289.8M
100 檔
13.1%
In Q1 2025, Mccarter Private Wealth Services LLC's U.S. equity holdings reached a combined market value of $289.8M, distributed across 100 disclosed stock positions.
During Q1 2025, 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 | 6.09% | -0.48% | -4.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.54% | -1.08% | |
| 3 | AZO | Autozone Inc | Stock-Consumer Disc | 4.93% | -0.72% | -5.00% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.56% | -0.44% | -3.01% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.82% | -0.81% | -1.45% | |
| 6 | TRV | Travelers Cos Inc/the | Stock-Financials | 3.39% | -0.45% | -8.85% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.36% | -0.67% | -3.86% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.83% | +2.70% | NEW | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.78% | -0.39% | -1.95% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.77% | -0.31% | +0.14% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.62% | -0.03% | -0.48% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.35% | -0.74% | -0.43% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.33% | -0.59% | -0.85% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.15% | +13.85% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.27% | -0.17% | -7.35% | |
| 16 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.25% | -1.18% | -10.44% | |
| 17 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.23% | -0.09% | -0.94% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.95% | -0.23% | -0.57% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -0.21% | -48.16% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.82% | +0.63% | +4.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | -0.07% | — | |
| 22 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.69% | +0.10% | -23.62% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.34% | +7.25% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.52% | -0.03% | +0.63% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.49% | -0.15% | -4.69% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.05% | +6.38% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.16% | — | -36.07% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.10% | -3.62% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.09% | -0.10% | +0.73% | |
| 30 | AXP | American Express Co | Stock-Financials | 1.06% | -0.12% | +0.52% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.16% | +1.31% | |
| 32 | EFX | Equifax Inc | Stock-Industrials | 0.93% | -0.18% | — | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.90% | -0.10% | +5.37% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | -0.12% | +1.67% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.37% | +1.59% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | -0.05% | +274.48% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.20% | +8.72% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.07% | +1.06% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.10% | -5.81% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.05% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.10% | +3.81% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.21% | +11.53% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | -0.14% | -2.05% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.07% | +10.13% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.47% | -0.12% | +3.54% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | -0.09% | -12.11% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.14% | +5.38% | |
| 48 | DELL | Dell Technologies -c | Stock-Tech | 0.45% | +0.70% | +71.19% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.14% | +0.70% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.06% | +15.11% |
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 100 disclosed positions in Q1 2025.
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, AZO) accounted for 13.1% of total reported equity market value during Q1 2025.
During Q1 2025, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (6.1%)、MSFT (5.5%)、AZO (4.9%). The largest single position, AVGO, represented 6.1% of total portfolio value.
In Q1 2025, 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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