McCarter Private Wealth Services LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), McCarter Private Wealth Services LLC reported 100 stock positions worth $152.7 million. Its top holding was Broadcom (AVGO) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.5%) and AutoZone (AZO, 4.9%). Compared with Q4 2024, it opened 7 new positions, sold out of 9, added to 44 and reduced 31. The biggest buy was a new position in Fidelity Total Bond ETF (FBND) and the biggest sale Broadcom (AVGO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0002036922
- Portfolio Value
- $152.7M (Q1 2025)
- SEC Filing
- 0001172661-25-001841 ↗ filed May 14, 2025
Holdings Value
Holdings 100 stocks · $152.7M
| AVGO Broadcom Inc. | 6.09% | 55,497 | $9.3M | Reduce -4.4% |
| MSFT Microsoft Corp. | 5.47% | 22,253 | $8.4M | Reduce -1.1% |
| AZO AutoZone Inc. | 4.93% | 1,975 | $7.5M | Reduce -5.0% |
| MA Mastercard Inc. Class A | 4.56% | 12,700 | $7.0M | Reduce -3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.82% | 47,903 | $5.8M | Reduce -1.4% |
| TRV The Travelers Cos Inc. | 3.39% | 19,554 | $5.2M | Reduce -8.8% |
| COST Costco Wholesale Corp. | 3.36% | 5,429 | $5.1M | Reduce -3.9% |
| FBND Fidelity Total Bond ETF | 2.83% | 94,783 | $4.3M | New |
| TMO Thermo Fisher Scientific Inc. | 2.78% | 8,533 | $4.2M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 2.77% | 24,856 | $4.2M | Add +0.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.62% | 57,631 | $4.0M | Reduce -0.5% |
| CVX Chevron Corp. | 2.35% | 21,400 | $3.6M | Reduce -0.4% |
| RTX RTX Corp. | 2.33% | 26,893 | $3.6M | Reduce -0.8% |
| AAPL Apple Inc. | 2.28% | 15,663 | $3.5M | Add +13.8% |
| JPM JPMorgan Chase & Co. | 2.27% | 14,111 | $3.5M | Reduce -7.3% |
| AEM Agnico Eagle Mines Ltd. | 2.25% | 31,624 | $3.4M | Reduce -10.4% |
| EW Edwards Lifesciences Corp. | 2.23% | 46,950 | $3.4M | Reduce -0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.95% | 6,148 | $3.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.88% | 18,550 | $2.9M | Reduce -48.2% |
| PANW Palo Alto Networks Inc. | 1.82% | 16,243 | $2.8M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 1.71% | 16,753 | $2.6M | New |
| NXPI NXP Semiconductors NV | 1.69% | 13,600 | $2.6M | Reduce -23.6% |
| META Meta Platforms Inc. Class A | 1.55% | 4,110 | $2.4M | Add +7.3% |
| DE Deere & Co. | 1.52% | 4,930 | $2.3M | Add +0.6% |
| FANG Diamondback Energy Inc. | 1.49% | 14,238 | $2.3M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 1.31% | 10,502 | $2.0M | Add +6.4% |
| UNH Unitedhealth Group Inc. | 1.16% | 3,375 | $1.8M | Reduce -36.1% |
| VOO Vanguard S&P 500 ETF | 1.13% | 3,354 | $1.7M | Reduce -3.6% |
| ETN Eaton Corp. PLC | 1.09% | 6,095 | $1.7M | Add +0.7% |
| AXP American Express Co. | 1.06% | 6,026 | $1.6M | Add +0.5% |
| V Visa Inc. Class A | 0.98% | 4,256 | $1.5M | Add +1.3% |
| EFX Equifax Inc. | 0.93% | 5,800 | $1.4M | No change |
| TT Trane Technologies PLC | 0.90% | 4,100 | $1.4M | Add +5.4% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 25,829 | $1.3M | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.75% | 9,584 | $1.1M | Add +1.6% |
| NVDA Nvidia Corp. | 0.74% | 10,433 | $1.1M | Add +274.5% |
| PEP Pepsico Inc. | 0.73% | 7,396 | $1.1M | Add +8.7% |
| ABBV Abbvie Inc. | 0.67% | 4,869 | $1.0M | Add +1.1% |
| ABT Abbott Laboratories | 0.62% | 7,090 | $940K | Reduce -5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 1 | $798K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 18,542 | $774K | Add +3.8% |
| CRM Salesforce Inc. | 0.49% | 2,795 | $750K | Add +11.5% |
| MAR Marriott International Class A | 0.49% | 3,109 | $741K | Reduce -2.0% |
| HD Home Depot Inc. | 0.48% | 1,989 | $729K | Add +10.1% |
| VLO Valero Energy Corp. | 0.47% | 5,410 | $714K | Add +3.5% |
| RSP Invesco S&P 500 Equal Weight | 0.47% | 4,123 | $714K | Reduce -12.1% |
| LOW Lowe's Cos Inc. | 0.45% | 2,940 | $686K | Add +5.4% |
| DELL Dell Technologies -C | 0.45% | 7,969 | $685K | Add +71.2% |
| JNJ Johnson & Johnson | 0.44% | 4,028 | $668K | Add +0.7% |
| QCOM Qualcomm Inc. | 0.44% | 4,334 | $666K | Add +15.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 2,159 | $593K | No change |
| ORCL Oracle Corp. | 0.39% | 4,235 | $592K | Add +15.7% |
| ZTS Zoetis Inc. | 0.39% | 3,573 | $588K | Add +6.7% |
| GEV GE Vernova Inc. | 0.37% | 1,845 | $563K | Add +7.8% |
| AMP Ameriprise Financial Inc. | 0.36% | 1,147 | $555K | Add +6.2% |
| STZ Constellation Brands Inc. Class A | 0.36% | 3,009 | $552K | Reduce -57.0% |
| GDX Vaneck Gold Miners ETF | 0.36% | 11,874 | $546K | Add +2.3% |
| CL Colgate-Palmolive Co. | 0.32% | 5,269 | $494K | Reduce -5.0% |
| SYY Sysco Corp. | 0.32% | 6,533 | $490K | No change |
| SU Suncor Energy Inc. | 0.32% | 12,500 | $484K | No change |
| CMCSA Comcast Corp. Class A | 0.31% | 12,847 | $474K | Add +1.6% |
| MRK Merck & Co. Inc. | 0.31% | 5,267 | $473K | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 2,055 | $456K | Add +2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.30% | 7,943 | $454K | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 9,607 | $435K | Add +5.6% |
| CSCO Cisco Systems Inc. | 0.28% | 7,007 | $432K | Add +0.7% |
| FVD First Trust Value Line DVD | 0.27% | 9,382 | $418K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.26% | 5,322 | $398K | No change |
| NSC Norfolk Southern Corp. | 0.25% | 1,590 | $377K | No change |
| MS Morgan Stanley | 0.24% | 3,142 | $367K | Add +24.2% |
| PFE Pfizer Inc. | 0.24% | 14,329 | $363K | Add +2.3% |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | 0.23% | 7,325 | $358K | Reduce -10.1% |
| MCD McDonald's Corp. | 0.23% | 1,135 | $355K | Add +8.6% |
| PSX Phillips 66 | 0.23% | 2,826 | $349K | Add +11.0% |
| VRT Vertiv Holdings Co. Class A | 0.22% | 4,741 | $342K | Add +8.5% |
| WMT Walmart Inc. | 0.22% | 3,825 | $336K | No change |
| MDLZ Mondelez International Inc. Class A | 0.22% | 4,844 | $329K | Add +1.0% |
| GPC Genuine Parts Co. | 0.21% | 2,700 | $322K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 600 | $320K | Add +17.6% |
| FIS Fidelity National Info Serv | 0.21% | 4,200 | $314K | No change |
| WEC WEC Energy Group Inc. | 0.20% | 2,758 | $301K | Reduce -0.7% |
| NEM Newmont Corp. | 0.19% | 6,085 | $294K | No change |
| BMY Bristol-Myers Squibb Co. | 0.19% | 4,696 | $286K | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,459 | $283K | New |
| NEE Nextera Energy Inc. | 0.18% | 3,947 | $280K | New |
| DHR Danaher Corp. | 0.18% | 1,350 | $277K | Reduce -16.5% |
| GS Goldman Sachs Group Inc. | 0.18% | 500 | $273K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,752 | $272K | Reduce -0.3% |
| SM SM Energy Co. | 0.17% | 8,778 | $263K | No change |
| LIN Linde PLC | 0.17% | 563 | $262K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,569 | $260K | New |
| AMAT Applied Materials Inc. | 0.17% | 1,744 | $253K | Add +9.0% |
| SYK Stryker Corp. | 0.16% | 666 | $248K | Reduce -13.8% |
| GLD SPDR Gold Shares | 0.16% | 843 | $243K | Add +0.5% |
| MPWR Monolithic Power Systems Inc. | 0.15% | 408 | $237K | Add +0.7% |
| CSX CSX Corp. | 0.15% | 7,650 | $225K | No change |
| VZ Verizon Communications Inc. | 0.15% | 4,930 | $224K | New |
| PCAR Paccar Inc. | 0.14% | 2,250 | $219K | No change |
| XYLD Global X S&P 500 Cove Call E | 0.14% | 5,425 | $214K | No change |
| SPGM State Street SPDR Portfolio | 0.13% | 3,275 | $204K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -4.4% | 6.09% | −2.45 |
| GOOGL Alphabet Inc. Class A | Reduce -48.2% | 1.88% | −2.43 |
| NXPI NXP Semiconductors NV | Reduce -23.6% | 1.69% | −0.65 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.65 |
| STZ Constellation Brands Inc. Class A | Reduce -57.0% | 0.36% | −0.62 |
| MSFT Microsoft Corp. | Reduce -1.1% | 5.47% | −0.54 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 2.62% | −0.54 |
| UNH Unitedhealth Group Inc. | Reduce -36.1% | 1.16% | −0.54 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.40 |
| ETV Eaton Vance T/M Buy-Writ Opp | Sold out | 0.00% | −0.23 |
| PEMX Putnam Emr MRKT Ex China ETF | Sold out | 0.00% | −0.17 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.14 |
| RVT Royce Small-Cap Trust Inc. | Sold out | 0.00% | −0.13 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.13 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.13 |
| CE Celanese Corp. | Sold out | 0.00% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 2.78% | −0.09 |
| MAR Marriott International Class A | Reduce -2.0% | 0.49% | −0.08 |
| FANG Diamondback Energy Inc. | Reduce -4.7% | 1.49% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 1.13% | −0.06 |
| DHR Danaher Corp. | Reduce -16.5% | 0.18% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.1% | 0.47% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 2.27% | −0.05 |
| QQQH Neos NDQ-100 HG Eq Inc. ETF | Reduce -10.1% | 0.23% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.18% | −0.02 |
| SYK Stryker Corp. | Reduce -13.8% | 0.16% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -0.9% | 2.23% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.4% | 0.30% | +0.00 |
| CL Colgate-Palmolive Co. | Reduce -5.0% | 0.32% | +0.00 |
| WEC WEC Energy Group Inc. | Reduce -0.7% | 0.20% | +0.03 |
| ABT Abbott Laboratories | Reduce -5.8% | 0.62% | +0.08 |
| COST Costco Wholesale Corp. | Reduce -3.9% | 3.36% | +0.08 |
| TJX TJX Companies Inc. | Reduce -1.4% | 3.82% | +0.10 |
| TRV The Travelers Cos Inc. | Reduce -8.8% | 3.39% | +0.11 |
| MA Mastercard Inc. Class A | Reduce -3.0% | 4.56% | +0.19 |
| RTX RTX Corp. | Reduce -0.8% | 2.33% | +0.34 |
| CVX Chevron Corp. | Reduce -0.4% | 2.35% | +0.37 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.6% | 1.95% | +0.37 |
| AEM Agnico Eagle Mines Ltd. | Reduce -10.4% | 2.25% | +0.49 |
| AZO AutoZone Inc. | Reduce -5.0% | 4.93% | +0.71 |
Portfolio Buys Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | New | 2.83% | +2.83 |
| GOOG Alphabet Inc. Class C | New | 1.71% | +1.71 |
| NVDA Nvidia Corp. | Add +274.5% | 0.74% | +0.50 |
| DE Deere & Co. | Add +0.6% | 1.52% | +0.20 |
| VIG Vanguard Dividend Apprec ETF | New | 0.19% | +0.19 |
| NEE Nextera Energy Inc. | New | 0.18% | +0.18 |
| LIN Linde PLC | New | 0.17% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.17% | +0.17 |
| VZ Verizon Communications Inc. | New | 0.15% | +0.15 |
| PG The Procter & Gamble Co. | Add +0.1% | 2.77% | +0.13 |
| V Visa Inc. Class A | Add +1.3% | 0.98% | +0.13 |
| META Meta Platforms Inc. Class A | Add +7.3% | 1.55% | +0.13 |
| ABBV Abbvie Inc. | Add +1.1% | 0.67% | +0.13 |
| DELL Dell Technologies -C | Add +71.2% | 0.45% | +0.11 |
| GDX Vaneck Gold Miners ETF | Add +2.3% | 0.36% | +0.11 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.75% | +0.10 |
| AAPL Apple Inc. | Add +13.8% | 2.28% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 0.86% | +0.09 |
| JNJ Johnson & Johnson | Add +0.7% | 0.44% | +0.07 |
| PEP Pepsico Inc. | Add +8.7% | 0.73% | +0.07 |
| QCOM Qualcomm Inc. | Add +15.1% | 0.44% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.6% | 0.21% | +0.06 |
| VLO Valero Energy Corp. | Add +3.5% | 0.47% | +0.06 |
| PSX Phillips 66 | Add +11.0% | 0.23% | +0.04 |
| MCD McDonald's Corp. | Add +8.6% | 0.23% | +0.04 |
| ZTS Zoetis Inc. | Add +6.7% | 0.39% | +0.04 |
| MS Morgan Stanley | Add +24.2% | 0.24% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +1.0% | 0.22% | +0.03 |
| HD Home Depot Inc. | Add +10.1% | 0.48% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +5.6% | 0.28% | +0.03 |
| GLD SPDR Gold Shares | Add +0.5% | 0.16% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +3.3% | 0.19% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.28% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +4.3% | 1.82% | +0.02 |
| LOW Lowe's Cos Inc. | Add +5.4% | 0.45% | +0.01 |
| GEV GE Vernova Inc. | Add +7.8% | 0.37% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +1.6% | 0.31% | +0.01 |
| BAC Bank of America Corp. | Add +3.8% | 0.51% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +0.7% | 0.15% | +0.00 |
| PFE Pfizer Inc. | Add +2.3% | 0.24% | +0.00 |
| ORCL Oracle Corp. | Add +15.7% | 0.39% | +0.00 |
| AMAT Applied Materials Inc. | Add +9.0% | 0.17% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +6.2% | 0.36% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.8% | 0.30% | −0.01 |
| TT Trane Technologies PLC | Add +5.4% | 0.90% | −0.01 |
| MRK Merck & Co. Inc. | Add +2.0% | 0.31% | −0.02 |
| CRM Salesforce Inc. | Add +11.5% | 0.49% | −0.04 |
| AMZN Amazon.com Inc. | Add +6.4% | 1.31% | −0.07 |
| AXP American Express Co. | Add +0.5% | 1.06% | −0.07 |
| VRT Vertiv Holdings Co. Class A | Add +8.5% | 0.22% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $289.8M | AVGO, MSFT, FBND, IVV, TJX |
| Q1 2026 | 171 | $230.0M | AVGO, MSFT, TJX, AEM, IVV |
| Q4 2025 | 154 | $222.5M | AVGO, MSFT, TJX, MA, IVV |
| Q3 2025 | 126 | $195.3M | AVGO, MSFT, AZO, TJX, MA |
| Q2 2025 | 118 | $174.9M | AVGO, MSFT, AZO, MA, TJX |
| Q1 2025 | 100 | $152.7M | AVGO, MSFT, AZO, MA, TJX |
| Q4 2024 | 102 | $157.6M | AVGO, MSFT, MA, GOOGL, AZO |
| Q3 2024 | 102 | $158.1M | AVGO, MSFT, NVO, MA, AZO |