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Home > Institutional Investor > Mccarter Private Wealth Services Llc > Profile

Instuitional Investor - Mccarter Private Wealth Services Llc

Fund Profile
Filing Period:
Fund Name: Mccarter Private Wealth Services Llc
Portfolio Value $289,812,896
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 38,715 $14,624,885 5.05%
2.
Microsoft Corp
 MSFT 23,694 $8,838,585 3.05%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 172,299 $7,837,882 2.7%
4.
Ishares Trust
 IEF 9,117 $6,827,630 2.36%
5.
Tjx Companies Inc
 TJX 43,457 $6,583,736 2.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.