MCCARTER PRIVATE WEALTH SERVICES LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$174.9B
Holdings
118
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHWSCHWAB CHARLES CORP | 2,941 | $268.3M | 0.15% | |
| 102 | LINLINDE PLC | 563 | $264.1M | 0.15% | |
| 103 | SYKSTRYKER CORPORATION | 666 | $263.5M | 0.15% | |
| 104 | GQ9SPDR GOLD TR | 843 | $257.0M | 0.15% | |
| 105 | CSXCSX CORP | 7,650 | $249.6M | 0.14% | |
| 106 | LRCXLAM RESEARCH CORP | 2,500 | $243.3M | 0.14% | |
| 107 | IJJISHARES TR | 1,885 | $232.9M | 0.13% | |
| 108 | SPGMSPDR INDEX SHS FDS | 3,275 | $226.0M | 0.13% | |
| 109 | BMYBRISTOL-MYERS SQUIBB CO | 4,696 | $217.4M | 0.12% | |
| 110 | PCARPACCAR INC | 2,250 | $213.9M | 0.12% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 4,930 | $213.3M | 0.12% | |
| 112 | XYLDGLOBAL X FDS | 5,425 | $211.3M | 0.12% | |
| 113 | NOWSERVICENOW INC | 204 | $209.7M | 0.12% | |
| 114 | GWWGRAINGER W W INC | 200 | $208.0M | 0.12% | |
| 115 | CIENCIENA CORP | 2,500 | $203.3M | 0.12% | |
| 116 | SMSM ENERGY CO | 8,178 | $202.1M | 0.12% | |
| 117 | RVTROYCE SMALL CAP TRUST INC | 12,320 | $185.4M | 0.11% | |
| 118 | SWZTOTAL RETURN SECURITIES FUND | 14,459 | $91.7M | 0.05% |
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