MCCARTER PRIVATE WEALTH SERVICES LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Boston, MA
CIK
0002036922
Alternate names
B&L ASSET MANAGEMENT LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 102 157,631 AVGO, MSFT, MA, GOOGL 13F-HR 2/14/2025 000117266125001065
Q3 2024 102 158,113 AVGO, MSFT, NVO, MA 13F-HR 11/14/2024 000117266124005338