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CIK: 0002036922
Total reported value
$289.8M
$289.8M
154 檔
15.6%
In Q4 2025, Mccarter Private Wealth Services LLC's U.S. equity holdings reached a combined market value of $289.8M, distributed across 154 disclosed stock positions.
In Q4 2025, Mccarter Private Wealth Services LLC displayed an active expansion posture, initiating 21 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.71% | -0.48% | -3.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.85% | -0.54% | +2.72% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.12% | -0.81% | +0.48% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 2.85% | -0.44% | -1.16% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -0.19% | +14.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | -0.21% | +4.94% | |
| 7 | AZO | Autozone Inc | Stock-Consumer Disc | 2.63% | -0.72% | -1.82% | |
| 8 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.63% | -1.18% | +9.82% | |
| 9 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.52% | -0.45% | +3.24% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | -0.07% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | -0.33% | +40.51% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.21% | -0.59% | +4.13% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | -0.67% | +1.88% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.08% | -0.39% | +2.11% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | -0.17% | -0.30% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.74% | -0.15% | +5.93% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.31% | +3.75% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.74% | +8.36% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.47% | -0.46% | -0.27% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.44% | -0.03% | +4.87% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.39% | +0.63% | +2.63% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.05% | +14.99% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.27% | -0.23% | +3.11% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.34% | +3.98% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.25% | -0.15% | +2.99% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 1.14% | -0.44% | -1.88% | |
| 27 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.12% | +0.10% | — | |
| 28 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.01% | -0.09% | -37.62% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.00% | -0.12% | +0.33% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | -0.10% | +10.61% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.10% | +4.10% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | -0.18% | +45.27% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.05% | -3.19% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.86% | -0.09% | -1.03% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.09% | +51.72% | |
| 36 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.78% | -0.19% | +112.03% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.74% | -0.10% | +4.97% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.73% | -0.20% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.07% | +39.75% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.12% | -2.45% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.69% | -0.27% | +49.14% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.16% | +1.30% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.63% | +0.70% | +19.85% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.16% | -3.05% | |
| 45 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.60% | -0.24% | +123.32% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | -0.06% | +3.15% | |
| 47 | EFX | Equifax Inc | Stock-Industrials | 0.57% | -0.18% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.20% | +23.01% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.14% | +18.07% | |
| 50 | CSPF | C&s Pref & Income Active ETF | ETF-Other | 0.50% | -0.19% | +91.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +40.51% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.94% | Add |
| 3 | IEUR | Ishares Core Msci Europe ETF | +0.4% | +112.03% | Add |
| 4 | IPAC | Ishares Core Msci Pacific Et | +0.3% | +123.32% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 6 | SLV | Ishares Silver Trust | +0.3% | -1.88% | Trim |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +51.72% | Add |
| 8 | GDX | Vaneck Gold Miners ETF | +0.2% | +49.14% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +45.27% | Add |
| 10 | CSPF | C&s Pref & Income Active ETF | +0.2% | +91.27% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.2% | +36.09% | Add |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.11% | Add |
| 13 | ABBV | Abbvie Inc | +0.1% | +39.75% | Add |
| 14 | DHR | Danaher CORP | +0.1% | +36.96% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +61.08% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.89% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +14.99% | Add |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +3.11% | Add |
| 19 | RTX | Rtx CORP | — | +4.13% | Add |
| 20 | AAPL | Apple Inc | 0% | +5.93% | Add |
| 21 | AEM | Agnico Eagle Mines LTD | -0.1% | +9.82% | Add |
| 22 | TRV | Travelers Cos Inc/the | -0.2% | +3.24% | Add |
| 23 | TJX | Tjx Companies Inc | -0.2% | +0.48% | Add |
| 24 | ORCL | Oracle CORP | -0.2% | — | Unchanged |
| 25 | EW | Edwards Lifesciences CORP | -0.7% | -37.62% | Trim |
| 26 | MSFT | Microsoft CORP | -0.9% | +2.72% | Add |
| 27 | AZO | Autozone Inc | -1.2% | -1.82% | Trim |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 29 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 30 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 32 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
| 33 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 34 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 35 | BX | Blackstone Inc | — | NEW | New buy |
| 36 | ACGL | Arch Capital Group Ltd. | — | NEW | New buy |
| 37 | ADSK | Autodesk Inc | — | NEW | New buy |
| 38 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 39 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 40 | SO | Southern Co/the | — | NEW | New buy |
| 41 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 42 | GD | General Dynamics CORP | — | NEW | New buy |
| 43 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 44 | XJH | Ishare Esg Ss S&p Midcap ETF | — | NEW | New buy |
| 45 | NPO | Enpro Inc | — | NEW | New buy |
| 46 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
| 47 | CVS | Cvs Health CORP | — | NEW | New buy |
| 48 | MDT | Medtronic plc | — | NEW | New buy |
| 49 | WM | Waste Management Inc | — | NEW | New buy |
| 50 | SJM | Jm Smucker Co/the | — | NEW | New buy |
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 154 disclosed positions in Q4 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, TJX) accounted for 15.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMXC
市值: $1.6M
Top Position Liquidated / Trimmed
STZ
前期市值: $623.8K
During Q4 2025, Mccarter Private Wealth Services LLC's top holdings by market value included AVGO (6.7%)、MSFT (4.8%)、TJX (3.1%). The largest single position, AVGO, represented 6.7% of total portfolio value.
In Q4 2025, Mccarter Private Wealth Services LLC made 48 total portfolio adjustments, initiating 21 new buys, adding to 22 positions, trimming 3 holdings, and fully liquidating 2 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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