Long-term investor
Mccarter Private Wealth Services LLC @mccarterprivatewealthser
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002036922).
Record
- Tracked since 2025-06-30 (449 days), 192 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +10.2% · 1 year n/a · all +16.9%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.0% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- 316188309 · 2.7% · long · since 2026-06-30
- 464287200 · 2.4% · long · since 2025-06-30
- TJX · 2.3% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- TRV · 2.1% · long · since 2025-06-30
- MA · 1.9% · long · since 2025-06-30
- 02079K107 · 1.9% · long · since 2025-06-30
- PANW · 1.9% · long · since 2025-06-30
- AEM · 1.8% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30