13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002036922
Total reported value
$289.8M
$289.8M
118 檔
15.2%
During the Q2 2025 filing period, Mccarter Private Wealth Services LLC (CIK: 0002036922) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $289.8M across 118 reported positions.
During Q2 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 | 7.88% | -0.48% | -9.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.54% | -0.81% | |
| 3 | AZO | Autozone Inc | Stock-Consumer Disc | 3.95% | -0.72% | -5.87% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 3.78% | -0.44% | -7.39% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.26% | -0.81% | -3.55% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.07% | -0.67% | -0.26% | |
| 7 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.84% | -0.45% | -5.07% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.19% | — | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.40% | -0.03% | +5.44% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | -0.17% | +1.62% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.30% | -0.31% | +1.73% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.16% | -0.59% | -3.61% | |
| 13 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.11% | -1.18% | -1.86% | |
| 14 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.93% | -0.09% | -8.31% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.91% | +0.63% | +0.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | -0.21% | -1.21% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.80% | -0.39% | -8.93% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.77% | -0.46% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.34% | +1.07% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.70% | -0.07% | +0.18% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.74% | -5.85% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | -0.33% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.15% | -14.68% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.55% | -0.23% | -1.22% | |
| 25 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.51% | +0.10% | -11.37% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.05% | -0.21% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.28% | -0.10% | +2.54% | |
| 28 | FANG | Diamondback Energy Inc | Stock-Energy | 1.14% | -0.15% | +1.94% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.09% | -0.12% | -0.48% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.10% | -0.54% | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 1.01% | -0.10% | -1.63% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | -0.05% | +2.91% | |
| 33 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.88% | -0.09% | +152.77% | |
| 34 | EFX | Equifax Inc | Stock-Industrials | 0.86% | -0.18% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.12% | -2.00% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.16% | -4.79% | |
| 37 | SLV | Ishares Silver Trust | ETF-Commodities | 0.75% | -0.44% | — | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 0.64% | +0.70% | +14.83% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.09% | +33.62% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.57% | -0.06% | +2.55% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.18% | +102.34% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.10% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.53% | +0.04% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.37% | -13.28% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.10% | -0.60% | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.48% | -0.14% | -0.42% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.20% | -13.79% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.21% | +6.08% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.46% | -0.03% | -67.97% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.07% | -12.55% |
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 118 disclosed positions in Q2 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 15.2% of total reported equity market value during Q2 2025.
During Q2 2025, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (7.9%)、MSFT (6.3%)、AZO (4.0%). The largest single position, AVGO, represented 7.9% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.