The Analysis of MCCARTER PRIVATE WEALTH SERVICES LLC's Holdings

Currently, MCCARTER PRIVATE WEALTH SERVICES LLC holds 154 types of securities in its portfolio with a total value $222.5M. In the most recent quarter, they have increased their positions in EMXC (+22.3K shares, valued at $1.6M), IJH (+22.3K shares, valued at $1.5M), IEUR (+12.9K shares, valued at $917.3K); decreased their positions in EW (-15.9K shares, valued at $1.4M), N/A (-1.3K shares, valued at $461.4K), RVT (-7.9K shares, valued at $127.9K); initiated new positions in EMXC (+22.3K shares, valued at $1.6M), NEE (+7.8K shares, valued at $623.8K), LLY (+566 shares, valued at $608.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC43.1K shares-3.00%2025-12-312026-02-10

MSFT MICROSOFT CORP22.3K shares2.72%2025-12-312026-02-10

TJX TJX COS INC NEW45.2K shares0.48%2025-12-312026-02-10

MA MASTERCARD INCORPORATED11.1K shares-1.16%2025-12-312026-02-10

IVV ISHARES TR9.0K shares14.89%2025-12-312026-02-10

ALPHABET INC ALPHABET INC19.0K shares4.94%2025-12-312026-02-10

AZO AUTOZONE INC1.7K shares-1.82%2025-12-312026-02-10

AEM AGNICO EAGLE MINES LTD34.5K shares9.82%2025-12-312026-02-10

Sponsored

TRV TRAVELERS COMPANIES INC19.4K shares3.24%2025-12-312026-02-10

ALPHABET INC ALPHABET INC16.7K shares0.00%2025-12-312026-02-10

IJH ISHARES TR77.5K shares40.51%2025-12-312026-02-10

RTX RTX CORPORATION26.9K shares4.13%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW5.5K shares1.88%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC8.0K shares2.11%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.14.2K shares-0.30%2025-12-312026-02-10

AAPL APPLE INC14.3K shares5.93%2025-12-312026-02-10

Sponsored

PG PROCTER AND GAMBLE CO26.3K shares3.75%2025-12-312026-02-10

CVX CHEVRON CORP NEW21.7K shares8.36%2025-12-312026-02-10

EFA ISHARES TR34.1K shares-0.27%2025-12-312026-02-10

NVO NOVO-NORDISK A S62.8K shares4.87%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC16.8K shares2.63%2025-12-312026-02-10

AMZN AMAZON COM INC13.3K shares14.99%2025-12-312026-02-10

VRTX VERTEX PHARMACEUTICALS INC6.2K shares3.11%2025-12-312026-02-10

META META PLATFORMS INC4.3K shares3.98%2025-12-312026-02-10

Sponsored

FANG DIAMONDBACK ENERGY INC18.6K shares2.99%2025-12-312026-02-10

SLV ISHARES SILVER TR39.3K shares-1.88%2025-12-312026-02-10

NXPI NXP SEMICONDUCTORS N V11.5K shares0.00%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP26.4K shares-37.62%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO6.0K shares0.33%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC7.0K shares10.61%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares4.10%2025-12-312026-02-10

VB VANGUARD INDEX FDS7.9K shares45.27%2025-12-312026-02-10

Sponsored

NVDA NVIDIA CORPORATION10.3K shares-3.19%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO11.8K shares-1.03%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.7K shares51.72%2025-12-312026-02-10

IEUR ISHARES TR24.5K shares112.03%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC4.2K shares4.97%2025-12-312026-02-10

EMXC ISHARES INC22.3K sharesnew addition2025-12-312026-02-10

ABBV ABBVIE INC7.0K shares39.75%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS24.5K shares-2.45%2025-12-312026-02-10

Sponsored

GDX VANECK ETF TRUST17.8K shares49.14%2025-12-312026-02-10

V VISA INC4.1K shares1.30%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC11.2K shares19.85%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F23.9K shares-3.05%2025-12-312026-02-10

IPAC ISHARES TR18.3K shares123.32%2025-12-312026-02-10

GEV GE VERNOVA INC2.0K shares3.15%2025-12-312026-02-10

EFX EQUIFAX INC5.8K shares0.00%2025-12-312026-02-10

PEP PEPSICO INC8.6K shares23.01%2025-12-312026-02-10

Sponsored

JNJ JOHNSON & JOHNSON5.5K shares18.07%2025-12-312026-02-10

CSPF COHEN & STEERS ETF TRUST43.2K shares91.27%2025-12-312026-02-10

BAC BANK AMERICA CORP20.0K shares4.20%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW3.3K shares7.36%2025-12-312026-02-10

NEM NEWMONT CORP10.3K shares2.43%2025-12-312026-02-10

QCOM QUALCOMM INC6.0K shares33.00%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC9.3K shares36.09%2025-12-312026-02-10

XOM EXXON MOBIL CORP7.9K shares0.00%2025-12-312026-02-10

Sponsored

VLO VALERO ENERGY CORP5.7K shares9.37%2025-12-312026-02-10

CRM SALESFORCE INC3.5K shares8.85%2025-12-312026-02-10

DHR DANAHER CORPORATION3.8K shares36.96%2025-12-312026-02-10

LOW LOWES COS INC3.5K shares11.16%2025-12-312026-02-10

ABT ABBOTT LABS6.8K shares-4.61%2025-12-312026-02-10

ORCL ORACLE CORP4.2K shares0.00%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares61.08%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-10

Sponsored

CSCO CISCO SYS INC9.7K shares29.31%2025-12-312026-02-10

VTI VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-10

MS MORGAN STANLEY4.1K shares28.22%2025-12-312026-02-10

IJR ISHARES TR6.0K shares-8.57%2025-12-312026-02-10

DE DEERE & CO1.5K shares-3.24%2025-12-312026-02-10

SYY SYSCO CORP8.9K shares17.63%2025-12-312026-02-10

ZTS ZOETIS INC5.1K shares20.43%2025-12-312026-02-10

AMAT APPLIED MATLS INC2.5K shares6.02%2025-12-312026-02-10

Sponsored

BXSL BLACKSTONE SECD LENDING FD23.9K shares-3.53%2025-12-312026-02-10

NEE NEXTERA ENERGY INC7.8K sharesnew addition2025-12-312026-02-10

MPWR MONOLITHIC PWR SYS INC680 shares18.47%2025-12-312026-02-10

DIS DISNEY WALT CO5.4K shares43.18%2025-12-312026-02-10

LLY ELI LILLY & CO566 sharesnew addition2025-12-312026-02-10

RVT ROYCE SMALL CAP TRUST INC37.0K shares-17.67%2025-12-312026-02-10

PSX PHILLIPS 664.6K shares40.61%2025-12-312026-02-10

HD HOME DEPOT INC1.7K shares36.83%2025-12-312026-02-10

Sponsored

CIEN CIENA CORP2.5K shares0.00%2025-12-312026-02-10

ESGV VANGUARD WORLD FD4.6K sharesnew addition2025-12-312026-02-10

SU SUNCOR ENERGY INC NEW12.5K shares0.00%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F10.3K shares6.76%2025-12-312026-02-10

KRE SPDR SERIES TRUST8.4K shares0.00%2025-12-312026-02-10

RDDT REDDIT INC2.4K sharesnew addition2025-12-312026-02-10

PFE PFIZER INC21.6K shares45.50%2025-12-312026-02-10

AMP AMERIPRISE FINL INC1.1K shares-5.84%2025-12-312026-02-10

Sponsored

GS GOLDMAN SACHS GROUP INC600 shares0.00%2025-12-312026-02-10

MCD MCDONALDS CORP1.6K shares38.97%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC11.9K shares127.69%2025-12-312026-02-10

CPZ CALAMOS LNG SHR EQT DYNAMIC32.6K shares0.00%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares0.00%2025-12-312026-02-10

VYMI VANGUARD WHITEHALL FDS5.3K shares0.00%2025-12-312026-02-10

APH AMPHENOL CORP NEW3.4K sharesnew addition2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP1.6K shares-1.13%2025-12-312026-02-10

Sponsored

PEMX PUTNAM ETF TRUST7.0K shares-4.47%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR10.3K shares100.00%2025-12-312026-02-10

BMY BRISTOL-MYERS SQUIBB CO8.2K shares66.01%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC2.9K sharesnew addition2025-12-312026-02-10

WMT WALMART INC3.9K shares1.18%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares0.00%2025-12-312026-02-10

ACGL ARCH CAP GROUP LTD4.4K sharesnew addition2025-12-312026-02-10

MDLZ MONDELEZ INTL INC7.8K shares54.71%2025-12-312026-02-10

Sponsored

ADSK AUTODESK INC1.4K sharesnew addition2025-12-312026-02-10

CMCSA COMCAST CORP NEW13.9K shares39.74%2025-12-312026-02-10

CL COLGATE PALMOLIVE CO5.0K shares0.00%2025-12-312026-02-10

FVD FIRST TR EXCHANGE-TRADED FD8.5K shares-9.54%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.3K sharesnew addition2025-12-312026-02-10

QQQH NEOS ETF TRUST7.2K shares0.00%2025-12-312026-02-10

SO SOUTHERN CO4.3K sharesnew addition2025-12-312026-02-10

KMI KINDER MORGAN INC DEL13.6K sharesnew addition2025-12-312026-02-10

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K sharesnew addition2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.1K shares-3.91%2025-12-312026-02-10

GLD SPDR GOLD TR888 shares2.07%2025-12-312026-02-10

MNST MONSTER BEVERAGE CORP NEW4.6K sharesnew addition2025-12-312026-02-10

XJH ISHARES TR7.8K sharesnew addition2025-12-312026-02-10

ETV EATON VANCE TAX-MANAGED BUY-24.0K shares-0.00%2025-12-312026-02-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.2K shares17.69%2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD2.3K shares58.51%2025-12-312026-02-10

Sponsored

GPC GENUINE PARTS CO2.7K shares0.00%2025-12-312026-02-10

NPO ENPRO INC1.5K sharesnew addition2025-12-312026-02-10

SIL GLOBAL X FDS3.9K sharesnew addition2025-12-312026-02-10

SOFI SOFI TECHNOLOGIES INC12.3K shares15.13%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2025-12-312026-02-10

CVS CVS HEALTH CORP4.0K sharesnew addition2025-12-312026-02-10

LNG CHENIERE ENERGY INC1.6K shares79.31%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC3.2K sharesnew addition2025-12-312026-02-10

Sponsored

USMV ISHARES TR3.1K shares0.00%2025-12-312026-02-10

WM WASTE MGMT INC DEL1.3K sharesnew addition2025-12-312026-02-10

SJM SMUCKER J M CO3.0K sharesnew addition2025-12-312026-02-10

CME CME GROUP INC1.1K sharesnew addition2025-12-312026-02-10

DMXF ISHARES TR3.8K sharesnew addition2025-12-312026-02-10

FIS FIDELITY NATL INFORMATION SV4.2K shares0.00%2025-12-312026-02-10

MCHP MICROCHIP TECHNOLOGY INC.4.4K shares14.66%2025-12-312026-02-10

CSX CSX CORP7.7K shares0.00%2025-12-312026-02-10

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2025-12-312026-02-10

BIZD VANECK ETF TRUST18.6K shares0.00%2025-12-312026-02-10

IJK ISHARES TR2.7K shares-14.01%2025-12-312026-02-10

ROK ROCKWELL AUTOMATION INC664 shares10.85%2025-12-312026-02-10

EMXF ISHARES TR5.5K sharesnew addition2025-12-312026-02-10

SPGM SPDR INDEX SHS FDS3.3K shares0.00%2025-12-312026-02-10

LINDE PLC LINDE PLC580 shares3.02%2025-12-312026-02-10

PCAR PACCAR INC2.3K shares0.00%2025-12-312026-02-10

Sponsored

VSGX VANGUARD WORLD FD3.3K sharesnew addition2025-12-312026-02-10

SEB SEABOARD CORP DEL50 sharesnew addition2025-12-312026-02-10

COF CAPITAL ONE FINL CORP894 sharesnew addition2025-12-312026-02-10

GWW WW GRAINGER INC205 sharesnew addition2025-12-312026-02-10

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2025-12-312026-02-10

FITB FIFTH THIRD BANCORP4.4K sharesnew addition2025-12-312026-02-10

REGN REGENERON PHARMACEUTICALS262 sharesnew addition2025-12-312026-02-10

UNP UNION PAC CORP872 sharesnew addition2025-12-312026-02-10

Sponsored

BK BANK NEW YORK MELLON CORP1.7K sharesnew addition2025-12-312026-02-10

SWZ TOTAL RETURN SECURITIES FUND14.5K shares-0.01%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available