Mccarter Private Wealth Services Llc

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Melissa Flynn - Director of Investment Operations
Location
Boston, MA
Holdings as of
March 31, 2025
Value $
$153M
Num holdings
100
Date filed
5/14/2025, 01:12 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AVGO, MSFT, AZO, MA, and TJX.
Previous filing
Q4 2024 - Feb 14, 2025
Next filing
Q2 2025 - Aug 4, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Melissa Flynn Director of Investment Operations Boston, Massachusetts 5/14/2025

Other Included Managers (3):

Num Name Location File Number
1 Fortis Capital Advisors, LLC Prairie Village, KS 028-23063
2 Shorepoint Capital Partners LLC Norwood, MA 028-19466
3 Peak Financial Management, Inc. Wellesley, MA 028-17408