MCCARTER PRIVATE WEALTH SERVICES LLC
•CIK: 2036922•Filing: Q4 2025
**MCCARTER PRIVATE WEALTH SERVICES LLC** manages $222M across a diversified portfolio of 154 positions. The firm exhibits significant exposure to technology and industrials, highlighted by top holdings including AVGO at $14.9M and MSFT at $10.8M. Further allocations are notable in consumer staples (TJX at $6.9M) and major tech names such as MA ($6.3M) and GOOGL ($6.0M). This concentration suggests a strategic focus on established, market-leading growth and defensive sectors.
Total AUM
$222.5M
QoQ Performance
+13.9%
Positions
138
Top 10 Concentration
33.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO6.7%
MSFT4.9%
TJX3.1%
MA2.9%
IVV2.8%
GOOGL2.7%
AZO2.6%
AEM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.5%
Technology23.5%
Financial8.4%
Healthcare5.5%
Consumer5.0%
ETF3.8%
Industrial2.6%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW34 new positions
↑71 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024