MCCARTER PRIVATE WEALTH SERVICES LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$230,004
Net value change ($000)
+7,511 (3.4%)
New positions
23
Sold out positions
6
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NFLX 2,097 NEW
NEE 1,583 253.7%
CVX 1,289 38.9%
LLY 1,244 204.6%
VRT 1,221 64.1%
AEM 952 16.3%
XOM 850 89.3%
DELL 809 57.5%
COST 771 16.3%
EMXC 722 44.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,554 -23.6%
AVGO -2,194 -14.7%
NVO -2,142 -67.1%
FANG -1,880 -67.4%
MA -911 -14.4%
EW -753 -33.5%
GOOGL -705 -13.4%
RDDT -545 -100.0%
TMO -530 -11.5%
PEMX -447 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type