MP
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MCCARTER PRIVATE WEALTH SERVICES LLC13F | |
| MCCARTER PRIVATE WEALTH SERVICES LLC | |
| Last update 2025-05-14 | 100 Stocks (8 new) |
| Value $153.00 Mil | Turnover 8 % |
MCCARTER PRIVATE WEALTH SERVIC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 55,497 | 9,292.0 | -4.40% | 6.090 | -0.38% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
MSFT | Microsoft Corp | 22,253 | 8,353.9 | -1.08% | 5.470 | -0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AZO | AutoZone Inc | 1,975 | 7,530.2 | -5.00% | 4.930 | -0.21% | 0.010 | +3.07% | +15.99% | 62,129.3 | Vehicles & Parts | |
MA | Mastercard Inc | 12,700 | 6,961.1 | -3.01% | 4.560 | -0.13% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
TJX | TJX Companies Inc | 47,903 | 5,834.6 | -1.45% | 3.820 | -0.05% | 0.000 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical | |
TRV | The Travelers Companies Inc | 19,554 | 5,171.3 | -8.85% | 3.390 | -0.29% | 0.010 | +4.38% | +11.32% | 59,878.8 | Insurance | |
COST | Costco Wholesale Corp | 5,429 | 5,134.6 | -3.86% | 3.360 | -0.13% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
FBND | Fidelity Total Bond ETF | 94,783 | 4,326.8 | New Holding | 2.830 | +2.83% | 0.020 | +1.98% | +3.60% | 19,309.9 | ||
TMO | Thermo Fisher Scientific Inc | 8,533 | 4,246.0 | -1.95% | 2.780 | -0.06% | 0.000 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
PG | Procter & Gamble Co | 24,856 | 4,236.0 | +0.14% | 2.770 | 0% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods |
MCCARTER PRIVATE WEALTH SERVICES LLC's Historical Top Holdings Breakdowns
MCCARTER PRIVATE WEALTH SERVICES LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 2025-03-31 | New Buy New Buy | +2.83% | 44.41 ($45.29) 45.98 | $45.44 | 0.33% | New holding | 94,783 | 94,783 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -2.08% | 154.33 ($181.36) 206.38 | $185.06 | 2.04% | Reduce -48.16% | 18,550 | -17,230 | |
GOOG | Alphabet Inc | 2025-03-31 | New Buy New Buy | +1.71% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | New holding | 16,753 | 16,753 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -0.65% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Sold Out | 0 | -2,308 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.61% | 461.52 ($511.2) 548.18 | $282.65 | -44.71% | Reduce -36.07% | 3,375 | -1,904 | |
STZ | Constellation Brands Inc | 2025-03-31 | Reduce Reduce | -0.56% | 161.05 ($181.67) 222.93 | $170.57 | -6.11% | Reduce -57.02% | 3,009 | -3,992 | |
NXPI | NXP Semiconductors NV | 2025-03-31 | Reduce Reduce | -0.55% | 189.99 ($213.32) 245.86 | $225.90 | 5.90% | Reduce -23.62% | 13,600 | -4,205 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.54% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 274.48% | 10,433 | 7,647 | |
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -0.40% | 202.75 ($214.7) 226.52 | $236.54 | 10.17% | Sold Out | 0 | -2,822 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.38% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Reduce -4.4% | 55,497 | -2,556 |
MCCARTER PRIVATE WEALTH SERVICES LLC Total Holding History ($B)
MCCARTER PRIVATE WEALTH SERVICES LLC's Asset Allocation
MCCARTER PRIVATE WEALTH SERVICES LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MCCARTER PRIVATE WEALTH SERVICES LLC's Hypothetical Growth since 2025-03-31
MCCARTER PRIVATE WEALTH SERVICES LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MCCARTER PRIVATE WEALTH SERVICES LLC's Holdings Heat Map
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MCCARTER PRIVATE WEALTH SERVICES LLC's Holdings Bubble Chart
MCCARTER PRIVATE WEALTH SERVICES LLC News
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