account_balance
Investment manager · 13F filer · SEC CIK 2036922
McCarter Private Wealth Services LLC
Reported value$295Mas of Sep 30, 2026
Positions184 19 new, 14 sold out
Top 10 weight25.7%AVGO alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
4.5%
MSFTMicrosoft Corp
4.1%
FBNDFidelity Merrimack STR Tr
2.6%
TRVTravelers Companies, Inc.
2.2%
IVViShares Tr
2.2%Trimmed −9%
GOOGLAlphabet Inc.
2.1%
PANWPalo Alto Networks Inc
2.1%
AEMAgnico Eagle Mines Ltd
2.1%
MAMastercard Inc
2.0%Trimmed −2%
TJXTJX Companies Inc
1.9%−3%
TMOThermo Fisher Scientific Inc.
1.8%
DELLDell Technologies Inc.
1.8%Trimmed −11%
AVGOBroadcom Inc.
4.5%
MSFTMicrosoft Corp
4.1%
FBNDFidelity Merrimack STR Tr
2.6%
TRVTravelers Companies, Inc.
2.2%
IVViShares Tr
2.2%
GOOGLAlphabet Inc.
2.1%
PANWPalo Alto Networks Inc
2.1%
AEMAgnico Eagle Mines Ltd
2.1%
MAMastercard Inc
2.0%
TJX1.9%TMO1.8%DELL1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVGO Broadcom Inc. 4.5% HeldMSFT Microsoft Corp 4.1% Held
FBND Fidelity Merrimack STR Tr 2.6% Held
TRV Travelers Companies, Inc. 2.2% HeldIVV iShares Tr 2.2% Trimmed −9%
GOOGL Alphabet Inc. 2.1% HeldPANW Palo Alto Networks Inc 2.1% HeldAEM Agnico Eagle Mines Ltd 2.1% HeldMA Mastercard Inc 2.0% Trimmed −2%TJX TJX Companies Inc 1.9% Trimmed −3%TMO Thermo Fisher Scientific Inc. 1.8% HeldDELL Dell Technologies Inc. 1.8% Trimmed −11%What changed
Biggest moves since Jun 30, 2026
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