Investor
MCCARTER PRIVATE WEALTH SERVICES LLC
CIK 0002036922 · filed 2026-05-15 · SEC filing
13F book
$230M
Positions
171
23 new · 6 sold
Largest name
5.5%
Broadcom Inc. · AVGO
Est. mark
−$1.78M
Price effect on 148 names still held. Flow $9.29M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Broadcom Inc. | AVGO | 41.1K | $12.7M | 5.5% | −$1.5M | Cut−$2.19M |
| Microsoft Corp | MSFT | 22.3K | $8.25M | 3.6% | −$2.53M | Cut−$2.55M |
| Tjx Cos Inc New | — | 44.3K | $7.08M | 3.1% | $269.9K | Cut$135.2K |
| Agnico Eagle Mines Ltd | AEM | 33.5K | $6.8M | 3.0% | $1.12M | Cut$951.9K |
| Ishares Tr | — | 8.97K | $5.86M | 2.5% | −$284.7K | Cut−$323.8K |
| Travelers Companies, Inc. | TRV | 19.9K | $5.8M | 2.5% | $31.3K | Added$184.5K |
| Alphabet Inc | — | 19.7K | $5.66M | 2.5% | −$483.6K | Added−$287.5K |
| Autozone Inc | AZO | 1.67K | $5.63M | 2.4% | −$22.9K | Cut−$226.4K |
| Costco Whsl Corp New | — | 5.51K | $5.49M | 2.4% | $733.6K | Added$771.5K |
| Mastercard Inc | MA | 10.9K | $5.43M | 2.4% | −$774.4K | Cut−$911.4K |
| RTX Corp | RTX | 27.5K | $5.3M | 2.3% | $255.1K | Added$375.3K |
| Ishares Tr | — | 69.6K | $4.7M | 2.0% | $106.5K | Cut−$414.3K |
| Chevron Corp New | CVX | 22.2K | $4.6M | 2.0% | $1.18M | Added$1.29M |
| Alphabet Inc | — | 15.9K | $4.55M | 2.0% | −$427.2K | Cut−$705.2K |
| Jpmorgan Chase & Co. | — | 15.1K | $4.45M | 1.9% | −$398.2K | Added−$118.8K |
| Thermo Fisher Scientific Inc. | TMO | 8.34K | $4.1M | 1.8% | −$702.1K | Added−$530.1K |
| Procter And Gamble Co | PG | 26.6K | $3.85M | 1.7% | $29.7K | Added$74.9K |
| Apple Inc. | AAPL | 14.7K | $3.72M | 1.6% | −$257.6K | Added−$154.6K |
| Ishares Tr | — | 33.5K | $3.25M | 1.4% | $36.9K | Cut−$25.4K |
| Vertiv Holdings Co | VRT | 12.5K | $3.13M | 1.4% | $1.04M | Added$1.22M |
| Vertex Pharmaceuticals Inc | — | 6.68K | $2.98M | 1.3% | −$42.5K | Added$154.8K |
| Amazon Com Inc | AMZN | 14.1K | $2.94M | 1.3% | −$300.9K | Added−$141.7K |
| Palo Alto Networks Inc | PANW | 17.9K | $2.86M | 1.2% | −$400.4K | Added−$225.9K |
| Ishares Silver Tr | — | 39.3K | $2.67M | 1.2% | $146K | Held |
| Eaton Corp Plc | ETN | 7.42K | $2.66M | 1.2% | $273.1K | Added$434.1K |
| Meta Platforms, Inc. | META | 4.64K | $2.65M | 1.2% | −$376.6K | Added−$173.5K |
| Ishares Inc | — | 29.8K | $2.34M | 1.0% | $133.2K | Added$722.2K |
| Vanguard Index Fds | — | 8.73K | $2.29M | 1.0% | $31.5K | Added$237.7K |
| NXP Semiconductors N.V. | NXPI | 11.3K | $2.23M | 1.0% | −$229.2K | Cut−$256.3K |
| Dell Technologies Inc. | DELL | 13.5K | $2.22M | 1.0% | $427.7K | Added$809.6K |
| Nextera Energy Inc | — | 23.8K | $2.21M | 1.0% | $97.9K | Added$1.58M |
| Netflix Inc | NFLX | 21.8K | $2.1M | 0.9% | — | New |
| Vanguard Index Fds | — | 3.46K | $2.06M | 0.9% | −$102.2K | Held |
| Nvidia Corp | NVDA | 10.9K | $1.91M | 0.8% | −$125.2K | Added−$22.6K |
| GE Vernova Inc. | GEV | 2.18K | $1.9M | 0.8% | $431.2K | Added$617.1K |
| Trane Technologies Plc | TT | 4.49K | $1.87M | 0.8% | $116.4K | Added$223.5K |
| Eli Lilly & Co | LLY | 2.01K | $1.85M | 0.8% | −$87.7K | Added$1.24M |
| American Express Co | AXP | 6.03K | $1.82M | 0.8% | −$405.8K | Added−$402.7K |
| Exxon Mobil Corp | — | 10.6K | $1.8M | 0.8% | $390.2K | Added$850.3K |
| Ishares Tr | — | 24.9K | $1.75M | 0.8% | −$17.4K | Added$12.5K |
| Ishares Tr | — | 22.1K | $1.69M | 0.7% | $60.5K | Added$351.8K |
| AbbVie Inc. | ABBV | 7.78K | $1.69M | 0.7% | −$77.2K | Added$85.9K |
| Vanguard Tax-Managed Fds | — | 25K | $1.6M | 0.7% | $39.4K | Added$74K |
| Invesco Exchange Traded Fd T | — | 8.31K | $1.6M | 0.7% | $2.99K | Cut−$266.9K |
| Johnson & Johnson | JNJ | 6.38K | $1.56M | 0.7% | $207K | Added$416.8K |
| Valero Energy Corp | — | 6.06K | $1.5M | 0.7% | $484.2K | Added$563.2K |
| Edwards Lifesciences Corp | EW | 18.7K | $1.5M | 0.7% | −$96.6K | Cut−$753.3K |
| Pepsico Inc | PEP | 9.6K | $1.49M | 0.6% | $101.3K | Added$255.9K |
| Vaneck Etf Trust | — | 15.7K | $1.44M | 0.6% | $94.5K | Cut−$82K |
| Visa Inc. | V | 4.67K | $1.41M | 0.6% | −$200.7K | Added−$39.9K |
| Cohen & Steers Etf Trust | — | 54.1K | $1.39M | 0.6% | −$12.3K | Added$268.4K |
| J P Morgan Exchange Traded F | — | 23.9K | $1.36M | 0.6% | −$13.4K | Held |
| Marriott Intl Inc New | — | 3.97K | $1.3M | 0.6% | $55.9K | Added$266.2K |
| Merck & Co., Inc. | MRK | 10.2K | $1.22M | 0.5% | $139K | Added$250.9K |
| Deere & Co | DE | 2.17K | $1.22M | 0.5% | $146.1K | Added$526.3K |
| Bank America Corp | — | 22.6K | $1.1M | 0.5% | −$124.9K | Added$4.58K |
| Lowes Cos Inc | — | 4.49K | $1.06M | 0.5% | −$17.3K | Added$208.6K |
| Novo-Nordisk A S | — | 28.6K | $1.05M | 0.5% | −$404K | Cut−$2.14M |
| Ciena Corp | CIEN | 2.6K | $1.01M | 0.4% | $385.9K | Added$423.2K |
| Qualcomm Inc | — | 7.71K | $992.9K | 0.4% | −$253.5K | Added−$32.9K |
| Equifax Inc | EFX | 5.5K | $990.4K | 0.4% | −$203K | Cut−$268.1K |
| Salesforce, Inc. | CRM | 4.96K | $925.5K | 0.4% | −$274.2K | Added−$3K |
| Phillips 66 | PSX | 5.03K | $916K | 0.4% | $244.3K | Added$322.7K |
| Diamondback Energy, Inc. | FANG | 4.6K | $909.8K | 0.4% | $218.3K | Cut−$1.88M |
| Zoetis Inc. | ZTS | 7.21K | $851.8K | 0.4% | −$38.8K | Added$209.6K |
| Suncor Energy Inc New | — | 12.5K | $826.4K | 0.4% | $271.9K | Held |
| Applied Matls Inc | — | 2.38K | $815.2K | 0.4% | $202.2K | Cut$176.5K |
| Cisco Sys Inc | — | 10.4K | $804.5K | 0.4% | $5.43K | Added$57.8K |
| Berkshire Hathaway Inc Del | — | 1.66K | $796.9K | 0.3% | −$36.5K | Added$14.8K |
| Ishares Tr | — | 6.11K | $759.4K | 0.3% | $24.8K | Added$38.8K |
| Morgan Stanley | — | 4.61K | $758.2K | 0.3% | −$52.7K | Added$36.2K |
| Pfizer Inc | PFE | 26.2K | $737.1K | 0.3% | $68.6K | Added$199.6K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.3% | −$36.7K | Held |
| Verizon Communications Inc | VZ | 13.9K | $698.1K | 0.3% | $112.4K | Added$214.5K |
| Abbott Labs | ABT | 6.76K | $694.4K | 0.3% | −$153K | Held |
| Vanguard Index Fds | — | 2.16K | $692.6K | 0.3% | −$31.2K | Held |
| Monolithic Pwr Sys Inc | — | 626 | $684.4K | 0.3% | $117.1K | Cut$68.1K |
| Oracle Corp | — | 4.57K | $672K | 0.3% | −$202K | Added−$151.5K |
| Newmont Corp | — | 6.08K | $658.7K | 0.3% | $51.1K | Cut−$367.6K |
| Sysco Corp | SYY | 8.86K | $632.1K | 0.3% | −$20.9K | Held |
| Bristol-Myers Squibb Co | — | 10.3K | $622.3K | 0.3% | $54.9K | Added$180.8K |
| Home Depot, Inc. | HD | 1.88K | $616.8K | 0.3% | −$26K | Added$28.6K |
| Royce Small-Cap Trust, Inc. | RVT | 37K | $614.5K | 0.3% | $18.5K | Held |
| Amphenol Corp New | — | 4.82K | $608.9K | 0.3% | −$30K | Added$147.5K |
| Kinder Morgan Inc Del | — | 18.1K | $607.8K | 0.3% | $82.3K | Added$233.2K |
| Blackstone Secd Lending Fd | — | 23.9K | $565.8K | 0.2% | −$63.1K | Held |
| Mcdonalds Corp | MCD | 1.79K | $555.1K | 0.2% | $8.32K | Added$62.4K |
| Vanguard Intl Equity Index F | — | 10.3K | $554.3K | 0.2% | $2.97K | Held |
| Southern Co | — | 5.7K | $549.7K | 0.2% | $40.4K | Added$172.1K |
| Spdr Series Trust | — | 8.43K | $549.3K | 0.2% | $2.87K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.59K | $537.3K | 0.2% | $53.4K | Added$60.5K |
| Danaher Corporation | — | 2.82K | $534.3K | 0.2% | −$110.8K | Cut−$342K |
| Lam Research Corp | LRCX | 2.5K | $534.1K | 0.2% | $106.2K | Held |
| Mondelez Intl Inc | — | 8.84K | $509.8K | 0.2% | $29.8K | Added$88.9K |
| Vanguard Whitehall Fds | — | 5.28K | $497.4K | 0.2% | $22.4K | Held |
| Walmart Inc. | WMT | 3.87K | $481K | 0.2% | $49.8K | Held |
| Ameriprise Finl Inc | — | 1.08K | $480K | 0.2% | −$49.6K | Held |
| Select Sector Spdr Tr | — | 10.3K | $475K | 0.2% | $33.1K | Held |
| Norfolk Southn Corp | — | 1.57K | $451.2K | 0.2% | −$2.7K | Held |
| Rockwell Automation, Inc | ROK | 1.21K | $433.9K | 0.2% | −$20K | Added$175.5K |
| Goldman Sachs Group Inc | — | 500 | $423K | 0.2% | −$16.5K | Cut−$104.4K |
| Calamos Lng Shr Eqt Dynamic | — | 31K | $420.5K | 0.2% | −$32.5K | Cut−$56.7K |
| Ishares Tr | — | 8.97K | $407.1K | 0.2% | $5.6K | Added$60K |
| Colgate Palmolive Co | CL | 4.73K | $403.5K | 0.2% | $29.4K | Cut$9.64K |
| Comcast Corp New | — | 14K | $401.4K | 0.2% | −$16.4K | Added−$15K |
| Pnc Finl Svcs Group Inc | — | 1.92K | $398.9K | 0.2% | −$812 | Added$134.2K |
| Spdr Gold Tr | — | 913 | $392.9K | 0.2% | $30.2K | Added$40.9K |
| Cme Group Inc. | CME | 1.32K | $389.6K | 0.2% | $23.5K | Added$101.7K |
| Waste Mgmt Inc Del | — | 1.68K | $386K | 0.2% | $13.3K | Added$95.2K |
| Enpro Inc. | NPO | 1.53K | $383.5K | 0.2% | $55.9K | Held |
| Wec Energy Group, Inc. | WEC | 3.25K | $376.6K | 0.2% | $33.5K | Added$34.3K |
| Invesco Exch Traded Fd Tr Ii | — | 5.11K | $374K | 0.2% | $8.8K | Held |
| Autodesk, Inc. | ADSK | 1.54K | $368.2K | 0.2% | −$79.7K | Added−$48.6K |
| D R Horton Inc | — | 2.65K | $363.9K | 0.2% | — | New |
| Neos Etf Trust | — | 7.09K | $363.4K | 0.2% | −$21.7K | Cut−$25K |
| Textron Inc | TXT | 4.12K | $360.6K | 0.2% | — | New |
| General Dynamics Corp | GD | 1.05K | $360.4K | 0.2% | $6.89K | Cut−$5.57K |
| Microchip Technology Inc. | — | 5.47K | $353.3K | 0.2% | $3.88K | Added$75.7K |
| Smucker J M Co | — | 3.64K | $350.8K | 0.2% | −$4.07K | Added$60.1K |
| Freeport-Mcmoran Inc | FCX | 5.89K | $346.3K | 0.2% | — | New |
| Robinhood Mkts Inc | — | 4.97K | $344.8K | 0.1% | — | New |
| Medtronic Plc | MDT | 3.9K | $338.2K | 0.1% | −$30.2K | Added$30K |
| Cvs Health Corp | CVS | 4.66K | $334.8K | 0.1% | −$30.1K | Added$18K |
| Blackstone Inc. | BX | 2.9K | $333K | 0.1% | −$111.7K | Added−$106.6K |
| Vanguard World Fd | — | 2.94K | $329.5K | 0.1% | −$25.5K | Cut−$226.9K |
| Western Digital Corp | WDC | 1.2K | $324.6K | 0.1% | $117.9K | Held |
| International Business Machs | — | 1.33K | $322.9K | 0.1% | −$71K | Added−$67.8K |
| Ishares Tr | — | 6.72K | $321.4K | 0.1% | $7.16K | Added$67K |
| Monster Beverage Corp New | — | 4.42K | $320.5K | 0.1% | −$18.6K | Cut−$30.7K |
| Csx Corp | CSX | 7.65K | $314K | 0.1% | $36.7K | Held |
| Vanguard Specialized Funds | — | 1.46K | $313.8K | 0.1% | −$6.89K | Held |
| Quanta Svcs Inc | — | 551 | $302.5K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 6.39K | $300.6K | 0.1% | $6.07K | Cut−$90.5K |
| Ishares Tr | — | 3.12K | $289.6K | 0.1% | −$4.43K | Held |
| Linde Plc | LIN | 580 | $287.5K | 0.1% | $40.2K | Held |
| Genuine Parts Co | GPC | 2.7K | $285.5K | 0.1% | −$46.5K | Held |
| Ishares Tr | — | 3.78K | $284.9K | 0.1% | $1.1K | Held |
| Seaboard Corp Del | — | 50 | $282.7K | 0.1% | $60.5K | Held |
| Alibaba Group Hldg Ltd | — | 2.21K | $276.9K | 0.1% | −$46.6K | Cut−$60.2K |
| Bunge Global Sa | BG | 2.16K | $275K | 0.1% | — | New |
| Ishares Tr | — | 2.71K | $273K | 0.1% | $10.1K | Held |
| Union Pac Corp | — | 1.12K | $272.2K | 0.1% | $9.85K | Added$70.5K |
| Akamai Technologies Inc | AKAM | 2.36K | $271K | 0.1% | — | New |
| Conocophillips | COP | 2.04K | $269.3K | 0.1% | — | New |
| Agilent Technologies, Inc. | A | 2.3K | $262K | 0.1% | — | New |
| Paccar Inc | PCAR | 2.25K | $259.9K | 0.1% | $13.5K | Held |
| Sandisk Corp | SNDK | 400 | $254.1K | 0.1% | — | New |
| Fedex Corp | FDX | 705 | $251.1K | 0.1% | — | New |
| Advanced Micro Devices Inc | AMD | 1.22K | $249K | 0.1% | — | New |
| Spdr Index Shs Fds | — | 3.27K | $247.9K | 0.1% | −$3.27K | Held |
| Schwab Strategic Tr | — | 7.9K | $242.3K | 0.1% | — | New |
| Disney Walt Co | — | 2.51K | $242K | 0.1% | −$43.6K | Cut−$367.3K |
| Capital One Finl Corp | — | 1.32K | $241.4K | 0.1% | −$53.6K | Added$24.7K |
| Cummins Inc | CMI | 447 | $240.5K | 0.1% | — | New |
| Regeneron Pharmaceuticals, Inc. | REGN | 309 | $238.7K | 0.1% | $202 | Added$36.5K |
| Vanguard World Fd | — | 3.31K | $237.7K | 0.1% | $364 | Held |
| Vaneck Etf Trust | — | 18.6K | $237.6K | 0.1% | −$25.6K | Held |
| Caterpillar Inc | CAT | 331 | $234.5K | 0.1% | — | New |
| Packaging Corp Amer | — | 1.08K | $230K | 0.1% | — | New |
| Global X Fds | — | 2.55K | $229.7K | 0.1% | $16.7K | Cut−$91.8K |
| Nushares Etf Tr | — | 5.08K | $229.1K | 0.1% | — | New |
| Amgen Inc | AMGN | 636 | $223.8K | 0.1% | — | New |
| Ww Grainger Inc | — | 205 | $223.6K | 0.1% | $16.8K | Held |
| Emerson Elec Co | — | 1.7K | $223.3K | 0.1% | — | New |
| Altria Group, Inc. | MO | 3.37K | $222.4K | 0.1% | — | New |
| Gilead Sciences, Inc. | GILD | 1.53K | $213K | 0.1% | — | New |
| Fifth Third Bancorp | — | 4.41K | $204.9K | 0.1% | −$1.54K | Held |
| Bank New York Mellon Corp | — | 1.73K | $204.6K | 0.1% | $4.38K | Held |
| SM Energy Co | SM | 6.47K | $201.6K | 0.1% | — | New |
| Eaton Vance Tax-Managed Buy- | — | 13.4K | $182.6K | 0.1% | −$9.21K | Cut−$162.3K |
| Total Return Securities Fund | SWZ | 14.5K | $85.7K | 0.0% | −$4.19K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.