McCarter Private Wealth Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.58M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.46M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
+$895K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$794K |
| 5 |
iShares Core MSCI Pacific ETF
IPAC
|
+$750K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Edwards Lifesciences
EW
|
+$1.31M |
| 2 |
Constellation Brands
STZ
|
+$624K |
| 3 |
Broadcom
AVGO
|
+$477K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$381K |
| 5 |
Stryker
SYK
|
+$246K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.04% |
| 2 | Financials | 12.62% |
| 3 | Healthcare | 9.62% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Industrials | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Regeneron Pharmaceuticals
REGN
$68.8B
| $202K | 0.09% |
+262
| New | +$178K |
|
152
Union Pacific
UNP
$183B
| $202K | 0.09% |
+872
| New | +$199K |
|
|
BNY
153
Bank of New York Mellon
BNY
$108B
| $200K | 0.09% |
+1,725
| New | +$191K |
|
|
SWZ
154
Swiss Helvetia Fund
SWZ
$76.3M
| $89.9K | 0.04% |
14,458
-1
| -0% | -$6 |
|
|
155
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
| – | – |
-5,782
| Closed | -$381K |
|
156
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
| – | – |
-1,821
| Closed | -$236K |
|
157
ServiceNow
NOW
$102B
| – | – |
-1,140
| Closed | -$210K |
|
|
158
Constellation Brands
STZ
$22.2B
| – | – |
-4,632
| Closed | -$624K |
|
|
159
Stryker
SYK
$127B
| – | – |
-666
| Closed | -$246K |
|
|
GAP
160
The Gap Inc
GAP
$6.84B
| – | – |
-9,563
| Closed | -$205K |
|
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McCarter Private Wealth Services's Q4 2025 Portfolio in Review
As of Q4 2025, McCarter Private Wealth Services held 160 positions worth $222M, up 14% from $195M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
McCarter Private Wealth Services deployed $22.9M of net new capital in Q4 2025, opening 34 new positions and adding to 70 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ex China ETF: 22,270 shares worth $1.62M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 23% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.31M trimmed.
- McCarter Private Wealth Services's largest Q4 2025 buy was iShares MSCI Emerging Markets ex China ETF: 22,270 shares worth $1.62M.
- McCarter Private Wealth Services added most to iShares Core S&P Mid-Cap ETF in Q4 2025, an estimated $1.46M increase.
- McCarter Private Wealth Services's biggest Q4 2025 reduction was Edwards Lifesciences, cutting an estimated $1.31M.
- McCarter Private Wealth Services fully exited Constellation Brands in Q4 2025, selling an estimated $624K.
- McCarter Private Wealth Services's ten largest holdings make up 33% of its $222M portfolio in Q4 2025.
- McCarter Private Wealth Services opened 34 new positions and closed 6 in Q4 2025.
- McCarter Private Wealth Services's portfolio value rose 14% quarter-over-quarter to $222M.
Based on McCarter Private Wealth Services's 13F filing for Q4 2025, filed 10 Feb 2026.