MCCARTER PRIVATE WEALTH SERVICES LLC

CIK 0002036922 • 6 13F filings • May 14, 2025 – Aug 5, 2026

Import this data to Google Sheets with:

=jivedata("mccarter-private-wealth-services-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: MCCARTER PRIVATE WEALTH SERVICES LLC, Director of Investment Operations
Address: 265 Franklin Street, Boston, MA, 02110
Phone: 617-960-2234
AUM: $222.5M

AUM over time

$289.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $152.7M3 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$940K	0.6%	7,090 SH
ABBVIE INC	COM	$1.0M	0.7%	4,869 SH
AGNICO EAGLE MINES LTD	COM	$3.4M	2.2%	31,624 SH
ALPHABET INC	CAP STK CL A	$2.9M	1.9%	18,550 SH
ALPHABET INC	CAP STK CL C	$2.6M	1.7%	16,753 SH
AMAZON COM INC	COM	$2.0M	1.3%	10,502 SH
AMERICAN EXPRESS CO	COM	$1.6M	1.1%	6,026 SH
AMERIPRISE FINL INC	COM	$555K	0.4%	1,147 SH
APPLE INC	COM	$3.5M	2.3%	15,663 SH
APPLIED MATLS INC	COM	$253K	0.2%	1,744 SH
AUTOZONE INC	COM	$7.5M	4.9%	1,975 SH
BANK AMERICA CORP	COM	$774K	0.5%	18,542 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.5%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$320K	0.2%	600 SH
BRISTOL-MYERS SQUIBB CO	COM	$286K	0.2%	4,696 SH
BROADCOM INC	COM	$9.3M	6.1%	55,497 SH
CHEVRON CORP NEW	COM	$3.6M	2.3%	21,400 SH
CISCO SYS INC	COM	$432K	0.3%	7,007 SH
COLGATE PALMOLIVE CO	COM	$494K	0.3%	5,269 SH
COMCAST CORP NEW	CL A	$474K	0.3%	12,847 SH
CONSTELLATION BRANDS INC	CL A	$552K	0.4%	3,009 SH
COSTCO WHSL CORP NEW	COM	$5.1M	3.4%	5,429 SH
CSX CORP	COM	$225K	0.1%	7,650 SH
DANAHER CORPORATION	COM	$277K	0.2%	1,350 SH
DEERE & CO	COM	$2.3M	1.5%	4,930 SH
DELL TECHNOLOGIES INC	CL C	$685K	0.4%	7,969 SH
DIAMONDBACK ENERGY INC	COM	$2.3M	1.5%	14,238 SH
DISNEY WALT CO	COM	$272K	0.2%	2,752 SH
EATON CORP PLC	SHS	$1.7M	1.1%	6,095 SH
EDWARDS LIFESCIENCES CORP	COM	$3.4M	2.2%	46,950 SH
EQUIFAX INC	COM	$1.4M	0.9%	5,800 SH
EXXON MOBIL CORP	COM	$1.1M	0.7%	9,584 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.3M	2.8%	94,783 SH
FIDELITY NATL INFORMATION SV	COM	$314K	0.2%	4,200 SH
FIRST TR VALUE LINE DIVID IN	SHS	$418K	0.3%	9,382 SH
GE VERNOVA INC	COM	$563K	0.4%	1,845 SH
GENUINE PARTS CO	COM	$322K	0.2%	2,700 SH
GLOBAL X FDS	S&P 500 COVERED	$214K	0.1%	5,425 SH
GOLDMAN SACHS GROUP INC	COM	$273K	0.2%	500 SH
HOME DEPOT INC	COM	$729K	0.5%	1,989 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$398K	0.3%	5,322 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$714K	0.5%	4,123 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$454K	0.3%	7,943 SH
JOHNSON & JOHNSON	COM	$668K	0.4%	4,028 SH
JPMORGAN CHASE & CO.	COM	$3.5M	2.3%	14,111 SH
LINDE PLC	SHS	$262K	0.2%	563 SH
LOWES COS INC	COM	$686K	0.4%	2,940 SH
MARRIOTT INTL INC NEW	CL A	$741K	0.5%	3,109 SH
MASTERCARD INCORPORATED	CL A	$7.0M	4.6%	12,700 SH
MCDONALDS CORP	COM	$355K	0.2%	1,135 SH
MERCK & CO INC	COM	$473K	0.3%	5,267 SH
META PLATFORMS INC	CL A	$2.4M	1.6%	4,110 SH
MICROSOFT CORP	COM	$8.4M	5.5%	22,253 SH
MONDELEZ INTL INC	CL A	$329K	0.2%	4,844 SH
MONOLITHIC PWR SYS INC	COM	$237K	0.2%	408 SH
MORGAN STANLEY	COM NEW	$367K	0.2%	3,142 SH
NEOS ETF TRUST	NASDAQ 100 HDGD	$358K	0.2%	7,325 SH
NEWMONT CORP	COM	$294K	0.2%	6,085 SH
NEXTERA ENERGY INC	COM	$280K	0.2%	3,947 SH
NORFOLK SOUTHN CORP	COM	$377K	0.2%	1,590 SH
NOVO-NORDISK A S	ADR	$4.0M	2.6%	57,631 SH
NVIDIA CORPORATION	COM	$1.1M	0.7%	10,433 SH
NXP SEMICONDUCTORS N V	COM	$2.6M	1.7%	13,600 SH
ORACLE CORP	COM	$592K	0.4%	4,235 SH
PACCAR INC	COM	$219K	0.1%	2,250 SH
PALO ALTO NETWORKS INC	COM	$2.8M	1.8%	16,243 SH
PEPSICO INC	COM	$1.1M	0.7%	7,396 SH
PFIZER INC	COM	$363K	0.2%	14,329 SH
PHILLIPS 66	COM	$349K	0.2%	2,826 SH
PROCTER AND GAMBLE CO	COM	$4.2M	2.8%	24,856 SH
QUALCOMM INC	COM	$666K	0.4%	4,334 SH
RTX CORPORATION	COM	$3.6M	2.3%	26,893 SH
SALESFORCE INC	COM	$750K	0.5%	2,795 SH
SM ENERGY CO	COM	$263K	0.2%	8,778 SH
SPDR GOLD TR	GOLD SHS	$243K	0.2%	843 SH
SPDR INDEX SHS FDS	PORTFLI MSCI GBL	$204K	0.1%	3,275 SH
STRYKER CORPORATION	COM	$248K	0.2%	666 SH
SUNCOR ENERGY INC NEW	COM	$484K	0.3%	12,500 SH
SYSCO CORP	COM	$490K	0.3%	6,533 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$260K	0.2%	1,569 SH
THERMO FISHER SCIENTIFIC INC	COM	$4.2M	2.8%	8,533 SH
TJX COS INC NEW	COM	$5.8M	3.8%	47,903 SH
TRANE TECHNOLOGIES PLC	SHS	$1.4M	0.9%	4,100 SH
TRAVELERS COMPANIES INC	COM	$5.2M	3.4%	19,554 SH
UNITEDHEALTH GROUP INC	COM	$1.8M	1.2%	3,375 SH
VALERO ENERGY CORP	COM	$714K	0.5%	5,410 SH
VANECK ETF TRUST	GOLD MINERS ETF	$546K	0.4%	11,874 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	1.1%	3,354 SH
VANGUARD INDEX FDS	SMALL CP ETF	$456K	0.3%	2,055 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$593K	0.4%	2,159 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$435K	0.3%	9,607 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$283K	0.2%	1,459 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.9%	25,829 SH
VERIZON COMMUNICATIONS INC	COM	$224K	0.1%	4,930 SH
VERTEX PHARMACEUTICALS INC	COM	$3.0M	2.0%	6,148 SH
VERTIV HOLDINGS CO	COM CL A	$342K	0.2%	4,741 SH
VISA INC	COM CL A	$1.5M	1.0%	4,256 SH
WALMART INC	COM	$336K	0.2%	3,825 SH
WEC ENERGY GROUP INC	COM	$301K	0.2%	2,758 SH
ZOETIS INC	CL A	$588K	0.4%	3,573 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000588	$222.5M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004381	$195.3M	View
Aug 5, 2026	Q2 2026