The Analysis of MCCARTER PRIVATE WEALTH SERVICES LLC's Holdings

Currently, MCCARTER PRIVATE WEALTH SERVICES LLC holds 126 types of securities in its portfolio with a total value $195.3M. In the most recent quarter, they have increased their positions in JEPI (+16.9K shares, valued at $964.8K), IJH (+10.5K shares, valued at $687.9K), BXSL (+24.8K shares, valued at $645.5K); decreased their positions in AVGO (-5.6K shares, valued at $1.8M), AZO (-100 shares, valued at $429.0K), MA (-518 shares, valued at $294.6K); initiated new positions in BXSL (+24.8K shares, valued at $645.5K), KRE (+8.4K shares, valued at $533.7K), CPZ (+32.6K shares, valued at $527.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVGO BROADCOM INC44.4K shares-11.14%2025-09-302025-10-22

MSFT MICROSOFT CORP21.7K shares-1.51%2025-09-302025-10-22

AZO AUTOZONE INC1.8K shares-5.38%2025-09-302025-10-22

TJX TJX COS INC NEW45.0K shares-2.65%2025-09-302025-10-22

MA MASTERCARD INCORPORATED11.2K shares-4.40%2025-09-302025-10-22

AEM AGNICO EAGLE MINES LTD31.4K shares1.24%2025-09-302025-10-22

IVV ISHARES TR7.9K shares3.38%2025-09-302025-10-22

TRV TRAVELERS COMPANIES INC18.7K shares0.98%2025-09-302025-10-22

Sponsored

COST COSTCO WHSL CORP NEW5.4K shares-0.83%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.14.2K shares-0.73%2025-09-302025-10-22

GOOGL ALPHABET INC18.1K shares-1.15%2025-09-302025-10-22

RTX RTX CORPORATION25.8K shares-0.51%2025-09-302025-10-22

GOOG ALPHABET INC16.7K shares-0.24%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO25.4K shares0.32%2025-09-302025-10-22

TMO THERMO FISHER SCIENTIFIC INC7.8K shares0.64%2025-09-302025-10-22

IJH ISHARES TR55.1K shares23.64%2025-09-302025-10-22

Sponsored

AAPL APPLE INC13.5K shares0.71%2025-09-302025-10-22

PANW PALO ALTO NETWORKS INC16.3K shares0.29%2025-09-302025-10-22

NVO NOVO-NORDISK A S59.8K shares-1.51%2025-09-302025-10-22

EW EDWARDS LIFESCIENCES CORP42.3K shares-1.75%2025-09-302025-10-22

EFA ISHARES TR34.2K shares-1.01%2025-09-302025-10-22

CVX CHEVRON CORP NEW20.1K shares-0.47%2025-09-302025-10-22

META META PLATFORMS INC4.1K shares-0.87%2025-09-302025-10-22

NXPI NXP SEMICONDUCTORS N V11.5K shares-4.84%2025-09-302025-10-22

Sponsored

FANG DIAMONDBACK ENERGY INC18.0K shares24.15%2025-09-302025-10-22

AMZN AMAZON COM INC11.6K shares10.72%2025-09-302025-10-22

VRTX VERTEX PHARMACEUTICALS INC6.0K shares-0.40%2025-09-302025-10-22

ETN EATON CORP PLC6.3K shares0.90%2025-09-302025-10-22

VOO VANGUARD INDEX FDS3.3K shares-0.51%2025-09-302025-10-22

NVDA NVIDIA CORPORATION10.7K shares-0.47%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO6.0K shares0.00%2025-09-302025-10-22

VRT VERTIV HOLDINGS CO11.9K shares-0.81%2025-09-302025-10-22

Sponsored

TT TRANE TECHNOLOGIES PLC4.0K shares-0.12%2025-09-302025-10-22

SLV ISHARES SILVER TR40.0K shares0.00%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS25.1K shares-0.89%2025-09-302025-10-22

EFX EQUIFAX INC5.8K shares0.00%2025-09-302025-10-22

JEPI J P MORGAN EXCHANGE TRADED F24.7K shares216.92%2025-09-302025-10-22

V VISA INC4.1K shares0.86%2025-09-302025-10-22

VB VANGUARD INDEX FDS5.5K shares31.48%2025-09-302025-10-22

DELL DELL TECHNOLOGIES INC9.3K shares1.96%2025-09-302025-10-22

Sponsored

RSP INVESCO EXCHANGE TRADED FD T6.4K shares16.34%2025-09-302025-10-22

ORCL ORACLE CORP4.2K shares-0.24%2025-09-302025-10-22

GEV GE VERNOVA INC1.9K shares0.74%2025-09-302025-10-22

ABBV ABBVIE INC5.0K shares18.06%2025-09-302025-10-22

BAC BANK AMERICA CORP19.2K shares4.01%2025-09-302025-10-22

PEP PEPSICO INC7.0K shares9.69%2025-09-302025-10-22

ABT ABBOTT LABS7.1K shares0.00%2025-09-302025-10-22

GDX VANECK ETF TRUST11.9K shares0.84%2025-09-302025-10-22

Sponsored

VLO VALERO ENERGY CORP5.3K shares0.96%2025-09-302025-10-22

XOM EXXON MOBIL CORP7.9K shares-4.81%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON4.7K shares17.01%2025-09-302025-10-22

NEM NEWMONT CORP10.0K shares64.90%2025-09-302025-10-22

MAR MARRIOTT INTL INC NEW3.1K shares0.00%2025-09-302025-10-22

LOW LOWES COS INC3.2K shares3.58%2025-09-302025-10-22

IEUR ISHARES TR11.5K shares17.51%2025-09-302025-10-22

IJR ISHARES TR6.6K shares-7.47%2025-09-302025-10-22

Sponsored

CRM SALESFORCE INC3.2K shares8.60%2025-09-302025-10-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22

QCOM QUALCOMM INC4.5K shares2.38%2025-09-302025-10-22

RVT ROYCE SMALL CAP TRUST INC45.0K shares264.98%2025-09-302025-10-22

VTI VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-22

DE DEERE & CO1.5K shares-2.15%2025-09-302025-10-22

BXSL BLACKSTONE SECD LENDING FD24.8K sharesnew addition2025-09-302025-10-22

STZ CONSTELLATION BRANDS INC4.6K shares0.87%2025-09-302025-10-22

Sponsored

SYY SYSCO CORP7.5K shares15.31%2025-09-302025-10-22

ZTS ZOETIS INC4.2K shares8.86%2025-09-302025-10-22

IPAC ISHARES TR8.2K shares-6.25%2025-09-302025-10-22

CSPF COHEN & STEERS ETF TRUST22.6K shares4.59%2025-09-302025-10-22

MRK MERCK & CO INC6.8K shares28.56%2025-09-302025-10-22

AMP AMERIPRISE FINL INC1.1K shares0.00%2025-09-302025-10-22

DHR DANAHER CORPORATION2.8K shares27.22%2025-09-302025-10-22

KRE SPDR SERIES TRUST8.4K sharesnew addition2025-09-302025-10-22

Sponsored

MPWR MONOLITHIC PWR SYS INC574 shares0.88%2025-09-302025-10-22

CPZ CALAMOS LNG SHR EQT DYNAMIC32.6K sharesnew addition2025-09-302025-10-22

SU SUNCOR ENERGY INC NEW12.5K shares0.00%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F9.6K shares0.00%2025-09-302025-10-22

CSCO CISCO SYS INC7.5K shares1.65%2025-09-302025-10-22

HD HOME DEPOT INC1.2K shares-5.74%2025-09-302025-10-22

MS MORGAN STANLEY3.2K shares1.12%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL966 shares43.54%2025-09-302025-10-22

Sponsored

AMAT APPLIED MATLS INC2.3K shares34.40%2025-09-302025-10-22

GS GOLDMAN SACHS GROUP INC600 shares0.00%2025-09-302025-10-22

NSC NORFOLK SOUTHN CORP1.6K shares0.00%2025-09-302025-10-22

PEMX PUTNAM ETF TRUST7.3K shares42.47%2025-09-302025-10-22

XLU SELECT SECTOR SPDR TR5.2K sharesnew addition2025-09-302025-10-22

VYMI VANGUARD WHITEHALL FDS5.3K sharesnew addition2025-09-302025-10-22

PSX PHILLIPS 663.3K shares1.87%2025-09-302025-10-22

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares0.00%2025-09-302025-10-22

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD9.4K shares0.00%2025-09-302025-10-22

DIS DISNEY WALT CO3.7K shares1.80%2025-09-302025-10-22

CL COLGATE PALMOLIVE CO5.0K shares-5.41%2025-09-302025-10-22

WMT WALMART INC3.8K shares0.00%2025-09-302025-10-22

SPLV INVESCO EXCH TRADED FD TR II5.3K shares0.00%2025-09-302025-10-22

QQQH NEOS ETF TRUST7.2K shares0.00%2025-09-302025-10-22

IEMG ISHARES INC5.8K shares0.00%2025-09-302025-10-22

PFE PFIZER INC14.8K shares-1.30%2025-09-302025-10-22

Sponsored

GPC GENUINE PARTS CO2.7K shares0.00%2025-09-302025-10-22

CIEN CIENA CORP2.5K shares0.00%2025-09-302025-10-22

MCD MCDONALDS CORP1.2K shares2.20%2025-09-302025-10-22

ETV EATON VANCE TAX-MANAGED BUY-24.0K shares0.00%2025-09-302025-10-22

LRCX LAM RESEARCH CORP2.5K shares0.00%2025-09-302025-10-22

WEC WEC ENERGY GROUP INC2.8K shares0.00%2025-09-302025-10-22

MDLZ MONDELEZ INTL INC5.1K shares3.91%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2025-09-302025-10-22

Sponsored

CMCSA COMCAST CORP NEW10.0K shares-21.19%2025-09-302025-10-22

GLD SPDR GOLD TR870 shares3.20%2025-09-302025-10-22

IJK ISHARES TR3.2K shares0.00%2025-09-302025-10-22

USMV ISHARES TR3.1K shares0.00%2025-09-302025-10-22

SOFI SOFI TECHNOLOGIES INC10.7K sharesnew addition2025-09-302025-10-22

BIZD VANECK ETF TRUST18.6K sharesnew addition2025-09-302025-10-22

FIS FIDELITY NATL INFORMATION SV4.2K shares0.00%2025-09-302025-10-22

CSX CSX CORP7.7K shares0.00%2025-09-302025-10-22

Sponsored

LIN LINDE PLC563 shares0.00%2025-09-302025-10-22

BABA ALIBABA GROUP HLDG LTD1.5K sharesnew addition2025-09-302025-10-22

SYK STRYKER CORPORATION666 shares0.00%2025-09-302025-10-22

SPGM SPDR INDEX SHS FDS3.3K shares0.00%2025-09-302025-10-22

MCHP MICROCHIP TECHNOLOGY INC.3.8K sharesnew addition2025-09-302025-10-22

IJJ ISHARES TR1.8K shares-3.40%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC5.2K shares5.78%2025-09-302025-10-22

BMY BRISTOL-MYERS SQUIBB CO4.9K shares5.00%2025-09-302025-10-22

Sponsored

PCAR PACCAR INC2.3K shares0.00%2025-09-302025-10-22

LNG CHENIERE ENERGY INC899 sharesnew addition2025-09-302025-10-22

NOW SERVICENOW INC228 shares11.76%2025-09-302025-10-22

ROK ROCKWELL AUTOMATION INC599 sharesnew addition2025-09-302025-10-22

GAP GAP INC9.6K sharesnew addition2025-09-302025-10-22

SWZ TOTAL RETURN SECURITIES FUND14.5K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available