McNamara Financial Services

McNamara Financial Services as of March 31, 2025

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