MCCARTER PRIVATE WEALTH SERVICES LLC
172 holdingsFiling period: 2026-03-31Current AUM: $258.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 41.1K | $12.7M | $16.0M | 6.20% | -1,992 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 22.3K | $8.2M | $10.4M | 4.01% | -54 | 2026-03-31 |
| 3 | TJX | TJX COS INC NEW | 44.3K | $7.1M | $7.0M | 2.70% | -877 | 2026-03-31 |
| 4 | AEM | AGNICO EAGLE MINES LTD | 33.5K | $6.8M | $4.9M | 1.88% | -997 | 2026-03-31 |
| 5 | IVV | ISHARES TR | 9.0K | $5.9M | $6.7M | 2.61% | -57 | 2026-03-31 |
| 6 | TRV | TRAVELERS COMPANIES INC | 19.9K | $5.8M | $7.4M | 2.88% | +525 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 19.7K | $5.7M | $7.0M | 2.71% | +682 | 2026-03-31 |
| 8 | AZO | AUTOZONE INC | 1.7K | $5.6M | $5.0M | 1.95% | -60 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 5.5K | $5.5M | $5.2M | 2.03% | +38 | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 10.9K | $5.4M | $6.2M | 2.41% | -240 | 2026-03-31 |
| 11 | RTX | RTX CORPORATION | 27.5K | $5.3M | $5.9M | 2.29% | +623 | 2026-03-31 |
| 12 | IJH | ISHARES TR | 69.6K | $4.7M | $5.2M | 2.03% | -7,891 | 2026-03-31 |
| 13 | CVX | CHEVRON CORPORATION | 22.2K | $4.6M | $4.4M | 1.69% | +510 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 15.9K | $4.5M | $5.7M | 2.19% | -886 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 15.1K | $4.5M | $5.3M | 2.06% | +950 | 2026-03-31 |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 8.3K | $4.1M | $4.8M | 1.85% | +350 | 2026-03-31 |
| 17 | PG | PROCTER & GAMBLE CO | 26.6K | $3.8M | $3.8M | 1.49% | +313 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 14.7K | $3.7M | $4.5M | 1.75% | +406 | 2026-03-31 |
| 19 | EFA | ISHARES TR | 33.5K | $3.3M | $3.5M | 1.37% | -648 | 2026-03-31 |
| 20 | VRT | VERTIV HOLDINGS CO | 12.5K | $3.1M | $3.0M | 1.17% | +714 | 2026-03-31 |
| 21 | VRTX | VERTEX PHARMACEUTICALS INC | 6.7K | $3.0M | $3.2M | 1.23% | +442 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 14.1K | $2.9M | $3.8M | 1.48% | +764 | 2026-03-31 |
| 23 | PANW | PALO ALTO NETWORKS INC | 17.9K | $2.9M | $5.9M | 2.29% | +1.1K | 2026-03-31 |
| 24 | SLV | ISHARES SILVER TR | 39.3K | $2.7M | $2.1M | 0.80% | -- | 2026-03-31 |
| 25 | — | EATON CORP PLC | 7.4K | $2.7M | $2.7M | 1.03% | +450 | 2026-03-31 |
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