The Analysis of McNamara Financial Services, Inc.'s Holdings
Currently, McNamara Financial Services, Inc. holds 95 types of securities in its portfolio with a total value $538.1M. In the most recent quarter, they have increased their positions in BIL (+18.8K shares, valued at $1.7M), SGOV (+8.4K shares, valued at $849.6K), SPAB (+24.2K shares, valued at $626.6K); decreased their positions in IVV (-1.1K shares, valued at $708.8K), SPDW (-4.6K shares, valued at $198.9K), SPEM (-2.1K shares, valued at $97.1K); initiated new positions in GOOG (+1.1K shares, valued at $259.9K), DFAS (+3.6K shares, valued at $246.7K), VO (+700 shares, valued at $205.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR231.3K shares-0.46%2025-09-302025-11-14
SPDW SPDR INDEX SHS FDS2.2M shares-0.21%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS856.2K shares-0.24%2025-09-302025-11-14 SPAB SPDR SERIES TRUST1.4M shares1.75%2025-09-302025-11-14 BIL SPDR SERIES TRUST320.4K shares6.24%2025-09-302025-11-14 SPSM SPDR SERIES TRUST450.3K shares0.86%2025-09-302025-11-14 TOTL SSGA ACTIVE ETF TR499.6K shares1.75%2025-09-302025-11-14 MUB ISHARES TR174.3K shares2.47%2025-09-302025-11-14 SPYM SPDR SERIES TRUST153.8K shares-0.39%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS36.2K shares1.41%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS126.7K shares-0.82%2025-09-302025-11-14 JMST J P MORGAN EXCHANGE TRADED F143.2K shares2.04%2025-09-302025-11-14 VB VANGUARD INDEX FDS28.2K shares-0.69%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS137.7K shares1.23%2025-09-302025-11-14 IJR ISHARES TR52.0K shares2.96%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F102.8K shares-0.85%2025-09-302025-11-14 SUB ISHARES TR46.8K shares0.79%2025-09-302025-11-14 SGOV ISHARES TR32.8K shares34.66%2025-09-302025-11-14 NVDA NVIDIA CORPORATION15.0K shares0.00%2025-09-302025-11-14 IWB ISHARES TR7.3K shares-0.83%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS17.2K shares-0.63%2025-09-302025-11-14 PRF INVESCO EXCHANGE TRADED FD T43.0K shares-1.22%2025-09-302025-11-14 DFIS DIMENSIONAL ETF TRUST59.6K shares-0.01%2025-09-302025-11-14 CGNG CAPITAL GROUP NEW GEOGRAPHY58.4K shares2.16%2025-09-302025-11-14 AAPL APPLE INC6.0K shares0.03%2025-09-302025-11-14 PDBC INVESCO ACTVELY MNGD ETC FD113.3K shares3.50%2025-09-302025-11-14 TFLR T ROWE PRICE ETF INC29.0K shares4.50%2025-09-302025-11-14 VBR VANGUARD INDEX FDS7.0K shares-0.46%2025-09-302025-11-14 NUDM NUSHARES ETF TR37.0K shares-0.94%2025-09-302025-11-14 DFGR DIMENSIONAL ETF TRUST50.3K shares3.21%2025-09-302025-11-14 TIPX SPDR SERIES TRUST67.2K shares4.34%2025-09-302025-11-14 PEP PEPSICO INC8.9K shares-5.33%2025-09-302025-11-14 IEFA ISHARES TR13.6K shares-0.04%2025-09-302025-11-14 VYMI VANGUARD WHITEHALL FDS13.7K shares-3.24%2025-09-302025-11-14 VWOB VANGUARD WHITEHALL FDS15.1K shares4.55%2025-09-302025-11-14 EMHC SPDR SERIES TRUST40.2K shares2.24%2025-09-302025-11-14 GE GE AEROSPACE3.4K shares0.00%2025-09-302025-11-14 EBND SPDR SERIES TRUST45.9K shares2.46%2025-09-302025-11-14 VOT VANGUARD INDEX FDS3.3K shares-2.31%2025-09-302025-11-14 MINT PIMCO ETF TR7.8K shares72.62%2025-09-302025-11-14 AVGO BROADCOM INC2.3K shares0.00%2025-09-302025-11-14 VBK VANGUARD INDEX FDS2.5K shares-0.36%2025-09-302025-11-14 NUEM NUSHARES ETF TR20.5K shares-0.05%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.2.2K shares0.00%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.4K shares-0.07%2025-09-302025-11-14 SHYG ISHARES TR15.8K shares3.03%2025-09-302025-11-14 IWF ISHARES TR1.4K shares-9.16%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP5.6K shares0.00%2025-09-302025-11-14 VOE VANGUARD INDEX FDS3.6K shares-0.50%2025-09-302025-11-14 AMZN AMAZON COM INC2.8K shares0.00%2025-09-302025-11-14 NYF ISHARES TR11.3K shares10.99%2025-09-302025-11-14 IEMG ISHARES INC9.0K shares-0.46%2025-09-302025-11-14 JMSI J P MORGAN EXCHANGE TRADED F11.6K shares2.47%2025-09-302025-11-14 AGGY WISDOMTREE TR12.8K shares0.05%2025-09-302025-11-14 CGBL CAPITAL GROUP CORE BALANCED14.8K shares44.38%2025-09-302025-11-14 NUAG NUSHARES ETF TR23.9K shares0.57%2025-09-302025-11-14 NUSC NUSHARES ETF TR11.4K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC816 shares0.00%2025-09-302025-11-14 DES WISDOMTREE TR14.0K shares2.06%2025-09-302025-11-14 IWD ISHARES TR2.3K shares-1.08%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO3.0K shares0.00%2025-09-302025-11-14 DEM WISDOMTREE TR9.3K shares-0.19%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON2.3K shares0.00%2025-09-302025-11-14 CGGO CAPITAL GROUP GBL GROWTH EQT12.2K shares4.21%2025-09-302025-11-14 SUSA ISHARES TR2.9K shares0.00%2025-09-302025-11-14 MSFT MICROSOFT CORP734 shares0.00%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC460 shares0.00%2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.9K shares-2.50%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.8K shares-7.14%2025-09-302025-11-14 GL GLOBE LIFE INC2.3K shares0.00%2025-09-302025-11-14 DWM WISDOMTREE TR4.8K shares0.00%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC1.6K shares0.00%2025-09-302025-11-14 ADI ANALOG DEVICES INC1.3K shares0.00%2025-09-302025-11-14 VOO VANGUARD INDEX FDS484 shares0.00%2025-09-302025-11-14 BAC BANK AMERICA CORP5.7K shares0.00%2025-09-302025-11-14 IWN ISHARES TR1.7K shares0.00%2025-09-302025-11-14 MUNI PIMCO ETF TR5.5K shares-4.67%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS3.1K shares4.53%2025-09-302025-11-14 CGGR CAPITAL GROUP GROWTH ETF6.4K shares-3.73%2025-09-302025-11-14 ACWI ISHARES TR2.0K shares-10.03%2025-09-302025-11-14 AOA ISHARES TR3.1K shares2.04%2025-09-302025-11-14 CGDV CAPITAL GROUP DIVIDEND VALUE6.3K shares-3.74%2025-09-302025-11-14 GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR915 shares0.00%2025-09-302025-11-14 FMB FIRST TR EXCH TRADED FD III5.1K shares-3.40%2025-09-302025-11-14 MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST3.6K sharesnew addition2025-09-302025-11-14 CSCO CISCO SYS INC3.5K shares0.00%2025-09-302025-11-14 T AT&T INC8.2K shares0.00%2025-09-302025-11-14 PXF INVESCO EXCH TRADED FD TR II3.8K shares-3.82%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS2.8K shares1.09%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO2.6K shares0.00%2025-09-302025-11-14 VO VANGUARD INDEX FDS700 sharesnew addition2025-09-302025-11-14 DXLG DESTINATION XL GROUP INC13.9K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available