StockDriftsStockDriftsTop 50 Mccarter Private Wealth Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.53% | 41.1K | $12.7M | -4.62%(-1.99K) | $166.53(+116.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.59% | 22.3K | $8.2M | -0.24%(-54) | $439.76(-11.20%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 3.08% | 44.3K | $7.1M | -1.94%(-877) | $113.99(+35.33%) | 2026-03-31 | |
| AEM | AGNICO EAGLE MINES LTD | 2.96% | 33.5K | $6.8M | -2.89%(-997) | $82.36(+86.81%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.55% | 9.0K | $5.9M | -0.63%(-57) | $602.44(+24.23%) | 2026-03-31 | |
| TRV | TRAVELERS COMPANIES INC | 2.52% | 19.9K | $5.8M | +2.71%(+525) | $223.15(+53.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.46% | 19.7K | $5.7M | +3.59%(+682) | $184.74(+94.82%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 2.45% | 1.7K | $5.6M | -3.47%(-60) | $3057.07(+3.34%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.39% | 5.5K | $5.5M | +0.69%(+38) | $869.15(+9.49%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.36% | 10.9K | $5.4M | -2.16%(-240) | $467.48(+15.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.55% | +35.11% |
| Top 20 Holdings Unweighted | +12.73% | +43.28% |
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