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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, BIL, and represent 65.55% of McNamara Financial Services's stock portfolio.
Added to shares of these 10 stocks: BIL (+$9.3M), IVV, SPDW, SPAB, SPEM, NVDA, IJR, TFLR, PEP, MUB.
Started 25 new stock positions in TT, JPM, CGBL, BSV, NVDA, AVGO, CSCO, AOA, CGGO, ADI.
Reduced shares in these 10 stocks: SRLN, EBND, DBC, SHYG, NVO, IWM, , MS, SPLG, VIG.
Sold out of its positions in DBC, IWM, MS, NVO, SRLN, XLK.
McNamara Financial Services was a net buyer of stock by $42M.
McNamara Financial Services has $465M in assets under management (AUM), dropping by 9.28%.
Central Index Key (CIK): 0001622431

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Portfolio Holdings for McNamara Financial Services

McNamara Financial Services holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	28.1	$131M	+3%	233k	561.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	17.2	$80M	+5%	2.2M	36.41	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	7.5	$35M	+8%	1.4M	25.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	7.3	$34M	+5%	863k	39.37	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	5.3	$25M	+59%	270k	91.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	4.2	$20M	+5%	485k	40.29	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$19M	+7%	181k	105.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	3.9	$18M		444k	40.76	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.2	$10M		156k	65.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$7.1M	-2%	37k	193.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$6.7M	+3%	132k	50.83	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.4	$6.4M	+7%	126k	50.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$6.1M		28k	221.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$5.5M		111k	49.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$4.9M		47k	105.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$4.7M	+2%	105k	45.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$4.7M	+49%	45k	104.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.2M		7.3k	306.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.8M	+12%	14k	128.96	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.7M	+5%	43k	40.41	View chart
NVIDIA Corporation (NVDA)	0.4	$1.7M	NEW	16k	108.38	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.7M	+12%	64k	25.84	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.3	$1.5M	NEW	30k	51.04	View chart
Pepsi (PEP)	0.3	$1.4M	NEW	9.4k	149.94	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.4M	+87%	101k	13.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.4M	+261%	14k	100.67	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.3M	+19%	51k	26.26	View chart
Apple (AAPL)	0.3	$1.3M	+38%	6.0k	222.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.3M		7.1k	186.29	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.3	$1.2M	+11%	64k	19.19	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$1.1M	+22%	35k	31.85	View chart
Capital Group New Geography SHS (CGNG)	0.2	$1.1M	+361%	42k	25.16	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$1.0M	+124%	16k	64.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.0M	+4%	14k	75.65	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.2	$884k	-35%	44k	20.07	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$827k	-6%	11k	73.69	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.2	$753k	+103%	31k	24.16	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$706k	NEW	23k	30.98	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$695k	-6%	2.8k	244.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$672k	+47%	5.6k	118.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$643k		2.6k	251.77	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$639k	-37%	15k	42.52	View chart
Ssga Active Tr Spdr Nuveen Mun (MBNE)	0.1	$611k		21k	29.03	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$602k	NEW	21k	28.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$601k	-9%	3.7k	160.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$563k	-17%	1.5k	370.82	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$562k	+20%	19k	29.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$548k	+20%	1.5k	361.09	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$538k		10k	52.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$535k	NEW	2.2k	245.30	View chart
Amazon (AMZN)	0.1	$526k	NEW	2.8k	190.26	View chart
Procter & Gamble Company (PG)	0.1	$519k	+37%	3.0k	170.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$513k		9.5k	53.97	View chart
Trane Technologies SHS (TT)	0.1	$512k	NEW	1.5k	336.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$468k	NEW	13k	35.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$446k	+10%	2.4k	188.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$424k	NEW	12k	34.25	View chart
Broadcom (AVGO)	0.1	$393k	NEW	2.3k	167.43	View chart
Johnson & Johnson (JNJ)	0.1	$376k	+13%	2.3k	165.84	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$372k	+22%	9.7k	38.34	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$354k	+3%	8.4k	42.08	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$353k	+21%	11k	31.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$350k	NEW	1.9k	179.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$343k	-28%	2.0k	172.74	View chart
Nushares Etf Tr Nuveen Enhnc Yld (NUAG)	0.1	$337k	-2%	16k	20.97	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$334k	-4%	2.9k	114.87	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$331k	NEW	5.5k	59.75	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$306k	+4%	5.9k	51.55	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$304k	-10%	7.0k	43.43	View chart
Globe Life (GL)	0.1	$297k	NEW	2.3k	131.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$289k	-7%	3.2k	90.54	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$286k	NEW	4.9k	58.16	View chart
Microsoft Corporation (MSFT)	0.1	$276k		734.00	375.39	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$271k	+7%	5.4k	50.42	View chart
Palo Alto Networks (PANW)	0.1	$268k	-24%	1.6k	170.64	View chart
Analog Devices (ADI)	0.1	$257k	NEW	1.3k	201.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$254k	NEW	2.2k	116.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$252k	-4%	491.00	513.91	View chart
Goldman Sachs (GS)	0.1	$251k	NEW	460.00	546.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$250k	+6%	1.7k	150.98	View chart
Colgate-Palmolive Company (CL)	0.1	$241k	NEW	2.6k	93.70	View chart
Bank of America Corporation (BAC)	0.1	$239k	NEW	5.7k	41.73	View chart
At&t (T)	0.0	$225k	NEW	8.0k	28.28	View chart
Cisco Systems (CSCO)	0.0	$216k	NEW	3.5k	61.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$210k	NEW	2.7k	78.28	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$210k	-31%	4.0k	51.99	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$204k	NEW	2.7k	76.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$201k	NEW	2.0k	100.62	View chart
Destination Xl (DXLG)	0.0	$20k		14k	1.46	View chart

Past Filings by McNamara Financial Services

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

McNamara Financial Services 2025 Q1 filed April 11, 2025
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

View all past filings

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