McMahon Financial Advisors

McMahon Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for McMahon Financial Advisors

McMahon Financial Advisors holds 42 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 11.4 $13M 36k 353.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 9.2 $10M 74k 138.13
Wisdomtree Tr Em Ex St-owned (XSOE) 7.7 $8.6M 217k 39.67
Global X Fds Lithium Btry Etf (LIT) 6.4 $7.2M 116k 61.89
Apple (AAPL) 6.4 $7.2M 54k 132.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.4 $6.0M 94k 64.14
Microsoft Corporation (MSFT) 5.4 $6.0M 27k 222.42
Schwab Strategic Tr Us Tips Etf (SCHP) 5.1 $5.7M 92k 62.08
Amazon (AMZN) 5.0 $5.6M 1.7k 3256.96
Ishares Tr Core Div Grwth (DGRO) 4.9 $5.5M 122k 44.82
Ishares Tr Global Energ Etf (IXC) 4.7 $5.3M 259k 20.31
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 3.2 $3.6M 188k 19.21
Walt Disney Company (DIS) 3.0 $3.4M 19k 181.20
PNC Financial Services (PNC) 2.6 $3.0M 20k 148.97
Boeing Company (BA) 2.3 $2.6M 12k 214.10
Citigroup Com New (C) 2.3 $2.6M 42k 61.67
American Airls (AAL) 2.1 $2.3M 148k 15.77
Exxon Mobil Corporation (XOM) 1.8 $2.0M 48k 41.22
Ishares Tr Esg Awr Msci Usa (ESGU) 1.0 $1.2M 14k 86.06
Erie Indty Cl A (ERIE) 1.0 $1.2M 4.7k 245.51
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $1.1M 12k 92.60
Gilead Sciences (GILD) 0.8 $901k 16k 58.29
Viatris (VTRS) 0.8 $873k 47k 18.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.6 $716k 27k 26.17
Ishares Tr Msci Global Imp (SDG) 0.6 $676k 7.2k 93.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $649k 1.9k 343.75
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.6 $644k 3.7k 174.05
3M Company (MMM) 0.5 $506k 2.9k 174.60
Tesla Motors (TSLA) 0.4 $417k 591.00 705.58
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $416k 5.9k 70.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $414k 5.0k 83.32
Federated Hermes CL B (FHI) 0.4 $409k 14k 28.90
Shopify Cl A (SHOP) 0.4 $395k 349.00 1131.81
Nushares Etf Tr Esg Large Cap (NULC) 0.3 $349k 10k 34.90
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.3 $305k 1.8k 169.44
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $278k 18k 15.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $265k 1.1k 231.44
Facebook Cl A (META) 0.2 $261k 955.00 273.30
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $256k 7.6k 33.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $228k 2.5k 90.91
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $210k 6.3k 33.08
Select Energy Svcs Cl A Com (WTTR) 0.1 $69k 17k 4.12