MCCARTER PRIVATE WEALTH SERVICES LLC
MCCARTER PRIVATE WEALTH SERVICES LLC reported 179 positions worth $289.8M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: AVGO (5.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $14.6M | 5.05% | 38,715 | — | — | |
| ▸ 2 | MSFT | SH | $8.8M | 3.05% | 23,694 | — | — | |
| ▸ 3 | FBND | SH | $7.8M | 2.70% | 172,299 | — | — | |
| ▸ 4 | IVV | SH | $6.8M | 2.36% | 9,117 | — | — | |
| ▸ 5 | TJX | SH | $6.6M | 2.27% | 43,457 | — | — | |
| ▸ 6 | GOOGL | SH | $6.5M | 2.25% | 18,282 | — | — | |
| ▸ 7 | TRV | SH | $6.0M | 2.06% | 18,129 | — | — | |
| ▸ 8 | MA | SH | $5.6M | 1.92% | 10,810 | — | — | |
| ▸ 9 | GOOG | SH | $5.5M | 1.91% | 15,653 | — | — | |
| ▸ 10 | PANW | SH | $5.4M | 1.87% | 15,901 | — | — |
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Frequently Asked Questions
What stocks does MCCARTER PRIVATE WEALTH SERVICES LLC hold as of Q2 2026?
MCCARTER PRIVATE WEALTH SERVICES LLC reported 179 positions worth $289.8M in its Q2 2026 13F filing. Largest positions: AVGO (5.0%), MSFT (3.0%), FBND (2.7%), IVV (2.4%) and TJX (2.3%).
What did MCCARTER PRIVATE WEALTH SERVICES LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MCCARTER PRIVATE WEALTH SERVICES LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.