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McNamara Financial Services

Latest statistics and disclosures from McNamara Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPDW, SPAB, SPEM, SPSM, and represent 67.23% of McNamara Financial Services's stock portfolio.
Added to shares of these 8 stocks: JMST (+$5.9M), SGOV, CGNG, MS, PANW, IEFA, NUDM, MBNE.
Started 4 new stock positions in MS, CGNG, JMST, SGOV.
Reduced shares in these 10 stocks: SPAB (-$26M), IVV (-$13M), TOTL (-$6.5M), MUB (-$5.3M), SPDW, SPEM, NVDA, PEP, IJR, AAPL.
Sold out of its positions in AMZN, BAC, AVGO, CGGR, CGDV, CGGO, CGBL, CL, DFAS, GL. GS, ACWI, AOA, JPM, NVDA, PEP, TXN, BSV, DWM, TT.
McNamara Financial Services was a net seller of stock by $-68M.
McNamara Financial Services has $425M in assets under management (AUM), dropping by -16.23%.
Central Index Key (CIK): 0001622431

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Positions held by McNamara Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for McNamara Financial Services

McNamara Financial Services holds 70 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	31.0	$132M	-9%	224k	588.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	16.7	$71M	-5%	2.1M	34.13	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	7.4	$32M	-44%	1.3M	24.99	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	7.4	$31M	-8%	817k	38.37	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	4.7	$20M	-4%	445k	44.92	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	4.2	$18M	-26%	458k	39.39	View chart
Ishares Tr National Mun Etf (MUB)	4.2	$18M	-22%	168k	106.55	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.6	$15M		169k	91.43	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$11M		159k	68.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$7.3M	-3%	37k	195.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$6.6M	-5%	28k	240.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$6.1M		127k	47.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.4	$5.9M	NEW	117k	50.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$5.5M	-2%	109k	50.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$4.9M		46k	105.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$4.5M	-4%	103k	44.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$3.5M	-26%	30k	115.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$2.4M	-6%	7.4k	322.16	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$1.6M	-6%	40k	40.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.6M	-17%	13k	127.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.4M	-7%	7.2k	198.18	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$1.4M	-7%	57k	24.55	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.3	$1.3M	-3%	69k	19.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.1M	-10%	43k	25.54	View chart
Apple (AAPL)	0.3	$1.1M	-47%	4.3k	250.43	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.2	$1.1M	-5%	57k	18.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.0M	-2%	24k	42.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$925k	+15%	13k	70.28	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$861k	+4%	29k	30.06	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$818k	-5%	12k	67.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$767k	-9%	3.0k	253.75	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$763k	-3%	18k	41.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$754k	-4%	1.8k	410.44	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$716k	-7%	2.6k	280.06	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$703k	-3%	54k	12.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$666k	-5%	4.1k	161.77	View chart
Ssga Active Tr Spdr Nuveen Mun (MBNE)	0.1	$618k	+4%	21k	29.40	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$533k	-23%	10k	53.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$504k	-22%	1.3k	401.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$492k	-5%	9.4k	52.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$467k	-5%	2.8k	169.30	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$463k		16k	29.02	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$461k	-6%	22k	21.38	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$456k		7.2k	63.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$413k	-3%	3.8k	107.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$397k	-11%	2.1k	185.13	View chart
Palo Alto Networks (PANW)	0.1	$379k	+100%	2.1k	181.96	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$375k	NEW	3.7k	100.32	View chart
Procter & Gamble Company (PG)	0.1	$370k	-29%	2.2k	167.65	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$369k		3.0k	121.59	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.1	$364k	-9%	15k	23.78	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$341k	-18%	17k	20.63	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$335k	-13%	7.8k	42.92	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$331k		7.9k	41.88	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$330k	-4%	8.1k	40.49	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$311k	-24%	9.1k	34.35	View chart
Microsoft Corporation (MSFT)	0.1	$309k		734.00	421.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$306k		3.4k	89.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$295k	-18%	5.7k	51.73	View chart
Johnson & Johnson (JNJ)	0.1	$288k	-13%	2.0k	144.62	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$282k	-2%	5.9k	47.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$278k	-4%	516.00	538.81	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$256k	-18%	5.0k	51.01	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$256k	-9%	1.6k	164.17	View chart
Capital Group New Geography SHS (CGNG)	0.1	$226k	NEW	9.1k	24.77	View chart
Novo-nordisk A S Adr (NVO)	0.1	$224k		2.6k	86.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$223k	-14%	1.0k	220.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$213k		915.00	232.52	View chart
Morgan Stanley Com New (MS)	0.0	$201k	NEW	1.6k	125.72	View chart
Destination Xl (DXLG)	0.0	$37k		14k	2.69	View chart

Past Filings by McNamara Financial Services

SEC 13F filings are viewable for McNamara Financial Services going back to 2014

McNamara Financial Services 2024 Q4 filed Jan. 24, 2025
McNamara Financial Services 2024 Q3 filed Oct. 10, 2024
McNamara Financial Services 2024 Q2 filed Aug. 2, 2024
McNamara Financial Services 2024 Q1 filed April 15, 2024
McNamara Financial Services 2023 Q4 filed Jan. 29, 2024
McNamara Financial Services 2023 Q3 filed Oct. 10, 2023
McNamara Financial Services 2023 Q2 filed July 20, 2023
McNamara Financial Services 2023 Q1 filed April 10, 2023
McNamara Financial Services 2022 Q4 filed Jan. 20, 2023
McNamara Financial Services 2022 Q3 filed Oct. 28, 2022
McNamara Financial Services 2022 Q2 filed July 13, 2022
McNamara Financial Services 2022 Q1 filed May 2, 2022
McNamara Financial Services 2021 Q4 filed Jan. 24, 2022
McNamara Financial Services 2021 Q3 filed Oct. 22, 2021
McNamara Financial Services 2021 Q2 filed Aug. 4, 2021
McNamara Financial Services 2021 Q1 filed May 5, 2021

View all past filings

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