13F Filings History of MCCARTER PRIVATE WEALTH SERVICES LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$222,492,649
Signature - Title
Melissa Flynn - Director of Investment Operations
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by MCCARTER PRIVATE WEALTH SERVICES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MCCARTER PRIVATE WEALTH SERVICES LLC reported 154 stock holdings with total value $222,492,649 as of Q4 2025. Top holdings included AVGO, MSFT, TJX, MA, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 154 $222,492,649 +$28,036,276 -$4,579,087 +$23,457,189 AVGO, MSFT, TJX, MA, IVV 13F-HR 10 Feb 2026, 17:09
Q3 2025 126 $195,266,188 +$10,072,941 -$4,652,349 +$5,420,592 AVGO, MSFT, AZO, TJX, MA 13F-HR 22 Oct 2025, 15:21
Q2 2025 118 $174,856,974 +$21,052,892 -$13,883,781 +$7,169,111 AVGO, MSFT, AZO, MA, TJX 13F-HR 04 Aug 2025, 16:42
Q1 2025 100 $152,660,812 +$11,646,621 -$12,246,642 -$600,021 AVGO, MSFT, AZO, MA, TJX 13F-HR 14 May 2025, 13:12
Q4 2024 102 $157,631,801 +$9,572,076 -$8,587,373 +$984,703 AVGO, MSFT, MA, GOOGL, AZO 13F-HR 14 Feb 2025, 13:17
Q3 2024 102 $158,113,284 $0 $0 $0 AVGO, MSFT, NVO, MA, AZO 13F-HR 14 Nov 2024, 17:26