McCarter Private Wealth Services LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BANK OF AMERICA CORP /DE | $1.10M | 0.5% |
| Marriott International Inc/MD | $1.03M | 0.5% |
| Newmont Corp | $1.03M | 0.5% |
| QUALCOMM INC/DE | $1.03M | 0.5% |
| Merck & Co., Inc. | $973.7K | 0.4% |
| EXXON MOBIL CORP | $952.0K | 0.4% |
| Valero Energy Corp | $935.1K | 0.4% |
| Salesforce Inc | $928.5K | 0.4% |
| DANAHER CORP /DE | $876.3K | 0.4% |
| LOWES COMPANIES INC | $852.5K | 0.4% |
| ABBOTT LABORATORIES | $847.3K | 0.4% |
| ORACLE CORP | $823.5K | 0.4% |
| Warren E. Buffett | $782.1K | 0.4% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.3% |
| CISCO SYSTEMS, INC. | $746.7K | 0.3% |
| VANGUARD INDEX FDS | $723.8K | 0.3% |
| Morgan Stanley | $722.0K | 0.3% |
| ISHARES TR | $720.6K | 0.3% |
| DEERE & CO | $696.0K | 0.3% |
| SYSCO CORP | $653.0K | 0.3% |
| Zoetis Inc. | $642.2K | 0.3% |
| APPLIED MATERIALS INC /DE | $638.6K | 0.3% |
| Blackstone Secured Lending FundBXSL | $628.9K | 0.3% |
| NEXTERA ENERGY INC | $623.8K | 0.3% |
| Monolithic Power Systems Inc | $616.3K | 0.3% |
| Walt Disney Co | $609.3K | 0.3% |
| ELI LILLY & Co | $608.3K | 0.3% |
| ROYCE SMALL-CAP TRUST, INC.RVT | $596.0K | 0.3% |
| Phillips 66 | $593.3K | 0.3% |
| HOME DEPOT, INC. | $588.2K | 0.3% |
| CIENA CORP | $584.7K | 0.3% |
| VANGUARD WORLD FD | $556.4K | 0.3% |
| SUNCOR ENERGY INC NEW | $554.5K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $551.4K | 0.2% |
| SPDR SERIES TRUST | $546.4K | 0.2% |
| Reddit, Inc. | $544.8K | 0.2% |
| PFIZER INC | $537.4K | 0.2% |
| AMERIPRISE FINANCIAL INC | $529.6K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $527.4K | 0.2% |
| MCDONALD'S CORP | $492.7K | 0.2% |
| VERIZON COMMUNICATIONS INC | $483.6K | 0.2% |
| CALAMOS LNG SHR EQT DYNAMIC | $477.2K | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $476.8K | 0.2% |
| VANGUARD WHITEHALL FDS | $475.0K | 0.2% |
| AMPHENOL CORP /DE | $461.4K | 0.2% |
| NORFOLK SOUTHERN CORP | $453.9K | 0.2% |
| PUTNAM ETF TRUST | $446.8K | 0.2% |
| SELECT SECTOR SPDR TR | $441.8K | 0.2% |
| BRISTOL MYERS SQUIBB CO | $441.6K | 0.2% |
| Blackstone Inc | $439.6K | 0.2% |