Sponsored

The Analysis of McNamara Financial Services, Inc.'s Holdings & P&L

Currently, McNamara Financial Services, Inc. holds 99 types of securities in its portfolio with a total value $528.4M. In the most recent quarter, they have increased their positions in BIL (+54.4K shares, valued at $5.0M), SGOV (+15.0K shares, valued at $1.5M), MUB (+9.5K shares, valued at $1.0M); decreased their positions in SPDW (-51.4K shares, valued at $2.3M), NVDA (-1.6K shares, valued at $281.8K), SPEM (-4.5K shares, valued at $212.1K); initiated new positions in SPY (+797 shares, valued at $518.3K), TER (+950 shares, valued at $281.6K).

1M P&L

+13.8M+2.48%

3M P&L

-164.4M-22.39%

HY P&L

-136.1M-19.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A510.6M

97.5%

2Semiconductors3.1M

0.6%

3Consumer Electronics1.5M

0.3%

Top Industries by Stock Count

1N/A70 stocks

76.1%

2Semiconductors3 stocks

3.3%

3Capital Markets2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS2.1M shares-2.39%2026-03-312026-04-09

IVV ISHARES TR121.9K shares-0.24%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS865.3K shares-0.52%2026-03-312026-04-09

BIL SPDR SERIES TRUST377.0K shares16.87%2026-03-312026-04-09

VUG VANGUARD INDEX FDS77.6K shares1.96%2026-03-312026-04-09

SPYV SPDR SERIES TRUST567.8K shares-0.16%2026-03-312026-04-09

FMDE FIDELITY COVINGTON TRUST769.0K shares-0.02%2026-03-312026-04-09

PMBS PIMCO ETF TR444.5K shares2.14%2026-03-312026-04-09

Sponsored

DFAS DIMENSIONAL ETF TRUST283.5K shares-0.89%2026-03-312026-04-09

MUB ISHARES TR133.2K shares7.69%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F164.3K shares2.63%2026-03-312026-04-09

SGOV ISHARES TR74.4K shares25.21%2026-03-312026-04-09

MUNI PIMCO ETF TR138.0K shares1.50%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS112.1K shares-1.97%2026-03-312026-04-09

CGMU CAPITAL GRP FIXED INCM ETF T259.5K shares0.91%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS132.1K shares4.28%2026-03-312026-04-09

Sponsored

SUB ISHARES TR49.5K shares1.94%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F94.9K shares-1.75%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS18.1K shares-2.03%2026-03-312026-04-09

SPYM SPDR SERIES TRUST49.7K shares-0.24%2026-03-312026-04-09

SPAB SPDR SERIES TRUST146.5K shares7.00%2026-03-312026-04-09

VB VANGUARD INDEX FDS11.1K shares-3.21%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS16.7K shares-0.59%2026-03-312026-04-09

IWB ISHARES TR6.8K shares-0.63%2026-03-312026-04-09

Sponsored

NVDA NVIDIA CORPORATION13.4K shares-10.76%2026-03-312026-04-09

IJR ISHARES TR17.3K shares-2.61%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T41.1K shares-1.15%2026-03-312026-04-09

DFIS DIMENSIONAL ETF TRUST55.1K shares-5.86%2026-03-312026-04-09

PDBC INVESCO ACTVELY MNGD ETC FD104.9K shares-8.50%2026-03-312026-04-09

CGNG CAPITAL GROUP NEW GEOGRAPHY56.8K shares-4.04%2026-03-312026-04-09

SPSM SPDR SERIES TRUST33.9K shares-2.54%2026-03-312026-04-09

TFLR T ROWE PRICE ETF INC32.2K shares7.25%2026-03-312026-04-09

Sponsored

AAPL APPLE INC6.1K shares0.03%2026-03-312026-04-09

VBR VANGUARD INDEX FDS6.6K shares-3.27%2026-03-312026-04-09

TIPX SPDR SERIES TRUST73.9K shares5.75%2026-03-312026-04-09

DFGR DIMENSIONAL ETF TRUST53.3K shares2.16%2026-03-312026-04-09

NUDM NUSHARES ETF TR38.7K shares-0.62%2026-03-312026-04-09

PEP PEPSICO INC8.9K shares0.00%2026-03-312026-04-09

VYMI VANGUARD WHITEHALL FDS13.2K shares-1.82%2026-03-312026-04-09

IEFA ISHARES TR13.7K shares2.42%2026-03-312026-04-09

Sponsored

VWOB VANGUARD WHITEHALL FDS16.6K shares6.96%2026-03-312026-04-09

EMHC SPDR SERIES TRUST41.6K shares3.77%2026-03-312026-04-09

EBND SPDR SERIES TRUST48.0K shares4.08%2026-03-312026-04-09

XOM EXXON MOBIL CORP5.6K shares-1.40%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE3.2K shares-4.77%2026-03-312026-04-09

VOT VANGUARD INDEX FDS3.3K shares-0.18%2026-03-312026-04-09

NUEM NUSHARES ETF TR20.0K shares-0.70%2026-03-312026-04-09

SHYG ISHARES TR17.3K shares5.70%2026-03-312026-04-09

Sponsored

GEV GE VERNOVA INC807 shares0.00%2026-03-312026-04-09

VOE VANGUARD INDEX FDS3.7K shares-1.24%2026-03-312026-04-09

VBK VANGUARD INDEX FDS2.3K shares-4.80%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO2.2K shares-0.99%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-03-312026-04-09

TOTL SSGA ACTIVE ETF TR15.3K shares13.34%2026-03-312026-04-09

NYF ISHARES TR11.3K shares0.00%2026-03-312026-04-09

BROADCOM INC BROADCOM INC1.9K shares0.00%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC2.8K shares0.00%2026-03-312026-04-09

AGGY WISDOMTREE TR13.2K shares3.26%2026-03-312026-04-09

IWF ISHARES TR1.3K shares-3.90%2026-03-312026-04-09

IEMG ISHARES INC8.0K shares-3.78%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T797 sharesnew addition2026-03-312026-04-09

CGBL CAPITAL GROUP CORE BALANCED15.1K shares1.52%2026-03-312026-04-09

NUAG NUSHARES ETF TR24.4K shares2.77%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP1.3K shares74.84%2026-03-312026-04-09

IWD ISHARES TR2.2K shares-4.87%2026-03-312026-04-09

DES WISDOMTREE TR13.1K shares-0.48%2026-03-312026-04-09

CGGO CAPITAL GROUP GBL GROWTH EQT13.9K shares-7.81%2026-03-312026-04-09

MINT PIMCO ETF TR4.5K shares0.00%2026-03-312026-04-09

PG PROCTER & GAMBLE CO3.0K shares0.00%2026-03-312026-04-09

NUSC NUSHARES ETF TR9.2K shares-1.34%2026-03-312026-04-09

CGGR CAPITAL GROUP GROWTH ETF10.2K shares34.68%2026-03-312026-04-09

Sponsored

ADI ANALOG DEVICES INC1.3K shares0.00%2026-03-312026-04-09

JMSI J P MORGAN EXCHANGE TRADED F8.1K shares-30.37%2026-03-312026-04-09

XJH ISHARES TR8.6K shares81.20%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC460 shares0.00%2026-03-312026-04-09

VTV VANGUARD INDEX FDS1.9K shares-1.37%2026-03-312026-04-09

CGDV CAPITAL GROUP DIVIDEND VALUE8.1K shares1.47%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.2K shares10.97%2026-03-312026-04-09

AOA ISHARES TR3.7K shares4.97%2026-03-312026-04-09

Sponsored

DWM WISDOMTREE TR4.5K shares-3.71%2026-03-312026-04-09

GL GLOBE LIFE INC2.3K shares0.00%2026-03-312026-04-09

TXN TEXAS INSTRS INC1.6K shares-11.51%2026-03-312026-04-09

ACWI ISHARES TR2.2K shares0.49%2026-03-312026-04-09

TER TERADYNE INC950 sharesnew addition2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS470 shares-2.08%2026-03-312026-04-09

BAC BANK AMERICA CORP5.7K shares0.00%2026-03-312026-04-09

CSCO CISCO SYS INC3.6K shares0.00%2026-03-312026-04-09

Sponsored

VNQ VANGUARD INDEX FDS3.0K shares2.45%2026-03-312026-04-09

MS MORGAN STANLEY1.6K shares0.00%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-04-09

IWN ISHARES TR1.3K shares-1.85%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.6K shares0.00%2026-03-312026-04-09

DEM WISDOMTREE TR4.9K shares-0.54%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-09

T AT&T INC8.2K shares0.00%2026-03-312026-04-09

Sponsored

BSV VANGUARD BD INDEX FDS3.0K shares6.21%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO2.6K shares0.00%2026-03-312026-04-09

DXLG DESTINATION XL GROUP INC13.9K shares0.00%2026-03-312026-04-09

SPDW

SPDR INDEX SHS FDS

-2.39%

Shares2.1M

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.24%

Shares121.9K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

-0.52%

Shares865.3K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

16.87%

Shares377.0K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

1.96%

Shares77.6K

Event2026-03-31

Filed2026-04-09

SPYV

SPDR SERIES TRUST

-0.16%

Shares567.8K

Event2026-03-31

Filed2026-04-09

FMDE

FIDELITY COVINGTON TRUST

-0.02%

Shares769.0K

Event2026-03-31

Filed2026-04-09

PMBS

PIMCO ETF TR

2.14%

Shares444.5K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

-0.89%

Shares283.5K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

7.69%

Shares133.2K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

2.63%

Shares164.3K

Event2026-03-31

Filed2026-04-09

SGOV

ISHARES TR

25.21%

Shares74.4K

Event2026-03-31

Filed2026-04-09

MUNI

PIMCO ETF TR

1.50%

Shares138.0K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-1.97%

Shares112.1K

Event2026-03-31

Filed2026-04-09

CGMU

CAPITAL GRP FIXED INCM ETF T

0.91%

Shares259.5K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

4.28%

Shares132.1K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

1.94%

Shares49.5K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

-1.75%

Shares94.9K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-2.03%

Shares18.1K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

-0.24%

Shares49.7K

Event2026-03-31

Filed2026-04-09

SPAB

SPDR SERIES TRUST

7.00%

Shares146.5K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-3.21%

Shares11.1K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-0.59%

Shares16.7K

Event2026-03-31

Filed2026-04-09

IWB

ISHARES TR

-0.63%

Shares6.8K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-10.76%

Shares13.4K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-2.61%

Shares17.3K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

-1.15%

Shares41.1K

Event2026-03-31

Filed2026-04-09

DFIS

DIMENSIONAL ETF TRUST

-5.86%

Shares55.1K

Event2026-03-31

Filed2026-04-09

PDBC

INVESCO ACTVELY MNGD ETC FD

-8.50%

Shares104.9K

Event2026-03-31

Filed2026-04-09

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-4.04%

Shares56.8K

Event2026-03-31

Filed2026-04-09

SPSM

SPDR SERIES TRUST

-2.54%

Shares33.9K

Event2026-03-31

Filed2026-04-09

TFLR

T ROWE PRICE ETF INC

7.25%

Shares32.2K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.03%

Shares6.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-3.27%

Shares6.6K

Event2026-03-31

Filed2026-04-09

TIPX

SPDR SERIES TRUST

5.75%

Shares73.9K

Event2026-03-31

Filed2026-04-09

DFGR

DIMENSIONAL ETF TRUST

2.16%

Shares53.3K

Event2026-03-31

Filed2026-04-09

NUDM

NUSHARES ETF TR

-0.62%

Shares38.7K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-09

VYMI

VANGUARD WHITEHALL FDS

-1.82%

Shares13.2K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

2.42%

Shares13.7K

Event2026-03-31

Filed2026-04-09

VWOB

VANGUARD WHITEHALL FDS

6.96%

Shares16.6K

Event2026-03-31

Filed2026-04-09

EMHC

SPDR SERIES TRUST

3.77%

Shares41.6K

Event2026-03-31

Filed2026-04-09

EBND

SPDR SERIES TRUST

4.08%

Shares48.0K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-1.40%

Shares5.6K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-4.77%

Shares3.2K

Event2026-03-31

Filed2026-04-09

VOT

VANGUARD INDEX FDS

-0.18%

Shares3.3K

Event2026-03-31

Filed2026-04-09

NUEM

NUSHARES ETF TR

-0.70%

Shares20.0K

Event2026-03-31

Filed2026-04-09

SHYG

ISHARES TR

5.70%

Shares17.3K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

0.00%

Shares807

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

-1.24%

Shares3.7K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

-4.80%

Shares2.3K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-0.99%

Shares2.2K

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

TOTL

SSGA ACTIVE ETF TR

13.34%

Shares15.3K

Event2026-03-31

Filed2026-04-09

NYF

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-09

AGGY

WISDOMTREE TR

3.26%

Shares13.2K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-3.90%

Shares1.3K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-3.78%

Shares8.0K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares797

Event2026-03-31

Filed2026-04-09

CGBL

CAPITAL GROUP CORE BALANCED

1.52%

Shares15.1K

Event2026-03-31

Filed2026-04-09

NUAG

NUSHARES ETF TR

2.77%

Shares24.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

74.84%

Shares1.3K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-4.87%

Shares2.2K

Event2026-03-31

Filed2026-04-09

DES

WISDOMTREE TR

-0.48%

Shares13.1K

Event2026-03-31

Filed2026-04-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

-7.81%

Shares13.9K

Event2026-03-31

Filed2026-04-09

MINT

PIMCO ETF TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

NUSC

NUSHARES ETF TR

-1.34%

Shares9.2K

Event2026-03-31

Filed2026-04-09

CGGR

CAPITAL GROUP GROWTH ETF

34.68%

Shares10.2K

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

JMSI

J P MORGAN EXCHANGE TRADED F

-30.37%

Shares8.1K

Event2026-03-31

Filed2026-04-09

XJH

ISHARES TR

81.20%

Shares8.6K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

0.00%

Shares460

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

-1.37%

Shares1.9K

Event2026-03-31

Filed2026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.47%

Shares8.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

10.97%

Shares1.2K

Event2026-03-31

Filed2026-04-09

AOA

ISHARES TR

4.97%

Shares3.7K

Event2026-03-31

Filed2026-04-09

DWM

WISDOMTREE TR

-3.71%

Shares4.5K

Event2026-03-31

Filed2026-04-09

GLOBE LIFE INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-09

TXN

TEXAS INSTRS INC

-11.51%

Shares1.6K

Event2026-03-31

Filed2026-04-09

ACWI

ISHARES TR

0.49%

Shares2.2K

Event2026-03-31

Filed2026-04-09

TER

TERADYNE INC

New

Shares950

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-2.08%

Shares470

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

2.45%

Shares3.0K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

-1.85%

Shares1.3K

Event2026-03-31

Filed2026-04-09

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

DEM

WISDOMTREE TR

-0.54%

Shares4.9K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

AT&T INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

6.21%

Shares3.0K

Event2026-03-31

Filed2026-04-09

COLGATE PALMOLIVE CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-09

DXLG

DESTINATION XL GROUP INC

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available