MCCARTER PRIVATE WEALTH SERVICES LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$294,571
Net value change ($000)
+4,758 (1.6%)
New positions
20
Sold out positions
15
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 3,297 37.3%
ABT 1,429 251.6%
EXXONMOBIL HOLDINGS CORP 1,405 NEW
TMO 1,314 32.6%
CVX 1,047 28.7%
AEM 904 17.5%
PANW 776 14.3%
META 721 30.7%
VLO 681 44.6%
NVDA 588 26.1%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -1,246 -8.5%
XOM -1,180 -100.0%
VRT -1,057 -28.6%
TJX -987 -15.0%
PEP -973 -74.2%
AMAT -926 -57.4%
ORCL -661 -70.1%
AZO -604 -12.0%
LRCX -544 -39.9%
NXPI -538 -17.3%
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