MCCARTER PRIVATE WEALTH SERVICES LLC
Top Portfolio Positions
133 positions ·
$184,394,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
41,115 | $12,725,503 | 6.90% | |
| MSFT |
Microsoft Corp
Technology
|
22,276 | $8,245,905 | 4.47% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
44,318 | $7,077,584 | 3.84% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
33,510 | $6,801,859 | 3.69% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
19,875 | $5,797,139 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,692 | $5,662,630 | 3.07% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
1,667 | $5,630,759 | 3.05% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,509 | $5,489,332 | 2.98% | |
| MA |
Mastercard Inc
Financial Services
|
10,873 | $5,432,802 | 2.95% | |
| RTX |
RTX Corp
Industrials
|
27,476 | $5,300,120 | 2.87% |
Portfolio Trend
Holdings in RVT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,532 | 37,020 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $596,022 | 37,020 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $725,301 | 44,966 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $185,416 | 12,320 | Shares | Other | 2025-08-04 | |
| 2024-12-31 | $212,541 | 13,452 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $190,315 | 12,122 | Shares | Other | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||