Portfolio (Quarterly)
Guide ↗
MCCARTER PRIVATE WEALTH SERVICES LLC
· CIK 0002036922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | Communication Services | 2,370 | $545K | 0.24% | SOLD |
| 2 | PEMX | PUTNAM ETF TRUST | — | 6,951 | $447K | 0.20% | SOLD |
| 3 | ACGL | ARCH CAP GROUP LTD | Financial Services | 4,411 | $423K | 0.19% | SOLD |
| 4 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 12,276 | $321K | 0.14% | SOLD |
| 5 | LNG | CHENIERE ENERGY INC | Energy | 1,612 | $313K | 0.14% | SOLD |
| 6 | FIS | FIDELITY NATL INFORMATION SV | Technology | 4,200 | $279K | 0.12% | SOLD |
Sector Allocation
Technology
23.0%
Financial Services
15.2%
Healthcare
11.2%
Consumer Cyclical
10.8%
Industrials
10.7%
Communication Services
8.7%
Consumer Defensive
7.3%
Energy
6.2%
Basic Materials
4.3%
Utilities
2.7%