MCCARTER PRIVATE WEALTH SERVICES LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$222,493
Net value change ($000)
+27,227 (13.9%)
New positions
34
Sold out positions
6
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMXC 1,619 NEW
GOOGL 1,546 35.1%
IJH 1,515 42.1%
GOOGL 1,176 28.8%
iSHARES TRUST 950 120.9%
IVV 924 17.6%
TMO 834 22.0%
SLV 833 49.1%
IPAC 739 122.8%
VB 659 47.4%
Top Reduces (Value $000, Stocks/ETFs)
AZO -1,690 -22.4%
EW -1,040 -31.6%
STZ -624 -100.0%
MSFT -459 -4.1%
IEMG -381 -100.0%
ORCL -365 -30.7%
COST -253 -5.1%
SYK -246 -100.0%
PANW -238 -7.2%
IJJ -236 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type