Holdings
McCarter Private Wealth Services LLC
As of Jun 30, 2026, McCarter Private Wealth Services LLC reported 114 positions worth US$188M. Largest: Broadcom Inc., Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 38,715 | US$14.6M | −2,400 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 33,758 | US$12.1M | −1,752 | Jun 30, 2026 |
| Microsoft Corp. | 23,694 | US$8.84M | +1,418 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 43,457 | US$6.58M | −861 | Jun 30, 2026 |
| The Travelers Companies, Inc. | 18,129 | US$5.98M | −1,746 | Jun 30, 2026 |
| Mastercard Incorporated | 10,810 | US$5.55M | −63 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 15,901 | US$5.42M | −1,953 | Jun 30, 2026 |
| Agnico Eagle Mines Limited | 33,281 | US$5.16M | −229 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 15,630 | US$5.12M | +488 | Jun 30, 2026 |
| Autozone, Inc. | 1,573 | US$5.03M | −94 | Jun 30, 2026 |