Sponsored

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

Currently, McNamara Financial Services, Inc. holds 104 types of securities in its portfolio with a total value $579.7M. In the most recent quarter, they have increased their positions in VUG (+392.4K shares, valued at $33.8M), CGMU (+46.4K shares, valued at $1.3M), SGOV (+11.4K shares, valued at $1.2M); decreased their positions in JMST (-110.2K shares, valued at $5.6M), SPDW (-6.0K shares, valued at $301.6K), VEA (-3.8K shares, valued at $267.7K); initiated new positions in PANW (+1.0K shares, valued at $345.1K), XSD (+535 shares, valued at $333.7K), N/A (+387 shares, valued at $279.8K).

1M P&L

+13.1M+2.77%

3M P&L

+6.4M+1.33%

HY P&L

-165.1M-25.36%

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/A463.7M

96.7%

2Semiconductors3.7M

0.8%

3Consumer Electronics1.9M

0.4%

Top Industries by Stock Count

1N/A71 stocks

74.7%

2Semiconductors4 stocks

4.2%

3Semiconductor Equipment & Materials2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS2.1M shares-0.29%2026-06-302026-07-22

ISHARES TR ISHARES TR121.8K shares-0.05%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS865.5K shares0.03%2026-06-302026-07-22

VUG VANGUARD INDEX FDS469.9K shares505.91%2026-06-302026-07-22

BIL SPDR SERIES TRUST382.7K shares1.52%2026-06-302026-07-22

SPYV SPDR SERIES TRUST573.2K shares0.94%2026-06-302026-07-22

FMDE FIDELITY COVINGTON TRUST773.3K shares0.55%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST283.1K shares-0.16%2026-06-302026-07-22

Sponsored

PMBS PIMCO ETF TR461.7K shares3.88%2026-06-302026-07-22

MUB ISHARES TR132.2K shares-0.79%2026-06-302026-07-22

SGOV ISHARES TR85.9K shares15.35%2026-06-302026-07-22

CGMU CAPITAL GRP FIXED INCM ETF T305.9K shares17.89%2026-06-302026-07-22

MUNI PIMCO ETF TR158.7K shares15.01%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS108.3K shares-3.35%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS128.7K shares-2.56%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F93.2K shares-1.83%2026-06-302026-07-22

Sponsored

SUB ISHARES TR49.4K shares-0.14%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST49.8K shares0.09%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS18.0K shares-0.42%2026-06-302026-07-22

SPAB SPDR SERIES TRUST145.7K shares-0.57%2026-06-302026-07-22

VB VANGUARD INDEX FDS11.0K shares-1.25%2026-06-302026-07-22

IWB ISHARES TR6.8K shares0.52%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F54.1K shares-67.05%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS16.5K shares-1.20%2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION13.0K shares-3.32%2026-06-302026-07-22

IJR ISHARES TR17.1K shares-1.71%2026-06-302026-07-22

CGNG CAPITAL GROUP NEW GEOGRAPHY63.1K shares10.96%2026-06-302026-07-22

PRF INVESCO EXCHANGE TRADED FD T39.8K shares-3.25%2026-06-302026-07-22

DFIS DIMENSIONAL ETF TRUST55.4K shares0.52%2026-06-302026-07-22

SPSM SPDR SERIES TRUST33.3K shares-1.74%2026-06-302026-07-22

AAPL APPLE INC6.5K shares7.51%2026-06-302026-07-22

PDBC INVESCO ACTVELY MNGD ETC FD106.9K shares1.94%2026-06-302026-07-22

Sponsored

TFLR T ROWE PRICE EXCHANGE-TRADED33.2K shares3.06%2026-06-302026-07-22

DFGR DIMENSIONAL ETF TRUST54.0K shares1.31%2026-06-302026-07-22

NUDM NUSHARES ETF TR38.8K shares0.35%2026-06-302026-07-22

VBR VANGUARD INDEX FDS6.3K shares-4.44%2026-06-302026-07-22

TIPX SPDR SERIES TRUST76.0K shares2.75%2026-06-302026-07-22

ISHARES TR ISHARES TR13.8K shares0.25%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS12.9K shares-2.55%2026-06-302026-07-22

PEP PEPSICO INC8.9K shares0.00%2026-06-302026-07-22

Sponsored

GE GE AEROSPACE3.2K shares0.00%2026-06-302026-07-22

VWOB VANGUARD WHITEHALL FDS17.1K shares2.87%2026-06-302026-07-22

EMHC SPDR SERIES TRUST42.9K shares3.13%2026-06-302026-07-22

EBND SPDR SERIES TRUST49.5K shares3.05%2026-06-302026-07-22

VOT VANGUARD INDEX FDS3.1K shares-3.81%2026-06-302026-07-22

GEV GE VERNOVA INC807 shares0.00%2026-06-302026-07-22

NUEM NUSHARES ETF TR19.9K shares-0.36%2026-06-302026-07-22

VBK VANGUARD INDEX FDS2.2K shares-3.67%2026-06-302026-07-22

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP5.6K shares0.75%2026-06-302026-07-22

SHYG ISHARES TR17.7K shares2.53%2026-06-302026-07-22

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-06-302026-07-22

BROADCOM INC BROADCOM INC1.9K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares0.00%2026-06-302026-07-22

VOE VANGUARD INDEX FDS3.5K shares-5.44%2026-06-302026-07-22

IWF ISHARES TR5.3K shares300.00%2026-06-302026-07-22

CGBL CAPITAL GROUP CORE BALANCED17.4K shares15.57%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC2.8K shares0.00%2026-06-302026-07-22

TOTL SSGA ACTIVE ETF TR16.6K shares8.32%2026-06-302026-07-22

NYF ISHARES TR11.6K shares2.40%2026-06-302026-07-22

IEMG ISHARES INC7.4K shares-7.12%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T798 shares0.13%2026-06-302026-07-22

AGGY WISDOMTREE TR13.0K shares-1.06%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON2.2K shares0.46%2026-06-302026-07-22

IWD ISHARES TR2.2K shares0.00%2026-06-302026-07-22

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT12.7K shares-8.61%2026-06-302026-07-22

DES WISDOMTREE TR12.9K shares-1.89%2026-06-302026-07-22

LRCX LAM RESEARCH CORP1.2K shares0.00%2026-06-302026-07-22

NUAG NUSHARES ETF TR24.0K shares-1.55%2026-06-302026-07-22

MSFT MICROSOFT CORP1.3K shares0.00%2026-06-302026-07-22

NUSC NUSHARES ETF TR9.2K shares0.14%2026-06-302026-07-22

ADI ANALOG DEVICES INC1.2K shares-6.45%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC460 shares0.00%2026-06-302026-07-22

Sponsored

TXN TEXAS INSTRS INC1.6K shares-2.63%2026-06-302026-07-22

TER TERADYNE INC950 shares0.00%2026-06-302026-07-22

JMSI J P MORGAN EXCHANGE TRADED F9.1K shares12.64%2026-06-302026-07-22

MINT PIMCO ETF TR4.5K shares0.00%2026-06-302026-07-22

XJH ISHARES TR8.6K shares0.27%2026-06-302026-07-22

PG PROCTER & GAMBLE CO3.0K shares0.00%2026-06-302026-07-22

CGDV CAPITAL GROUP DIVIDEND VALUE9.0K shares10.50%2026-06-302026-07-22

CGGR CAPITAL GROUP GROWTH ETF9.2K shares-9.42%2026-06-302026-07-22

Sponsored

CISCO SYS INC CISCO SYS INC3.6K shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC1.2K shares0.00%2026-06-302026-07-22

GL GLOBE LIFE INC2.3K shares0.00%2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.8K shares-3.91%2026-06-302026-07-22

AOA ISHARES TR3.7K shares2.27%2026-06-302026-07-22

ACWI ISHARES TR2.3K shares1.47%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2026-06-302026-07-22

Sponsored

MS MORGAN STANLEY1.6K shares0.00%2026-06-302026-07-22

XSD SPDR SERIES TRUST535 sharesnew addition2026-06-302026-07-22

DWM WISDOMTREE TR4.5K shares-1.01%2026-06-302026-07-22

VOO VANGUARD INDEX FDS477 shares1.49%2026-06-302026-07-22

BAC BANK OF AMER CORP5.7K shares0.00%2026-06-302026-07-22

IWN ISHARES TR1.3K shares-0.08%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS3.0K shares-0.52%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC387 sharesnew addition2026-06-302026-07-22

Sponsored

PXF INVESCO EXCH TRADED FD TR II3.5K shares-1.14%2026-06-302026-07-22

DEM WISDOMTREE TR4.8K shares-3.54%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO2.6K shares0.00%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS3.0K shares1.00%2026-06-302026-07-22

VO VANGUARD INDEX FDS2.8K sharesnew addition2026-06-302026-07-22

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-22

HIFS HINGHAM INSTN SVGS MASS675 sharesnew addition2026-06-302026-07-22

DXLG DESTINATION XL GROUP INC13.9K shares0.00%2026-06-302026-07-22

Sponsored

SPDW

SPDR INDEX SHS FDS

-0.29%

Shares2.1M

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.05%

Shares121.8K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.03%

Shares865.5K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

505.91%

Shares469.9K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

1.52%

Shares382.7K

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

0.94%

Shares573.2K

Event2026-06-30

Filed2026-07-22

FMDE

FIDELITY COVINGTON TRUST

0.55%

Shares773.3K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

-0.16%

Shares283.1K

Event2026-06-30

Filed2026-07-22

PMBS

PIMCO ETF TR

3.88%

Shares461.7K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-0.79%

Shares132.2K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

15.35%

Shares85.9K

Event2026-06-30

Filed2026-07-22

CGMU

CAPITAL GRP FIXED INCM ETF T

17.89%

Shares305.9K

Event2026-06-30

Filed2026-07-22

MUNI

PIMCO ETF TR

15.01%

Shares158.7K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-3.35%

Shares108.3K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

-2.56%

Shares128.7K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-1.83%

Shares93.2K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

-0.14%

Shares49.4K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

0.09%

Shares49.8K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.42%

Shares18.0K

Event2026-06-30

Filed2026-07-22

SPAB

SPDR SERIES TRUST

-0.57%

Shares145.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-1.25%

Shares11.0K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.52%

Shares6.8K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

-67.05%

Shares54.1K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-1.20%

Shares16.5K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-3.32%

Shares13.0K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-1.71%

Shares17.1K

Event2026-06-30

Filed2026-07-22

CGNG

CAPITAL GROUP NEW GEOGRAPHY

10.96%

Shares63.1K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

-3.25%

Shares39.8K

Event2026-06-30

Filed2026-07-22

DFIS

DIMENSIONAL ETF TRUST

0.52%

Shares55.4K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

-1.74%

Shares33.3K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

7.51%

Shares6.5K

Event2026-06-30

Filed2026-07-22

PDBC

INVESCO ACTVELY MNGD ETC FD

1.94%

Shares106.9K

Event2026-06-30

Filed2026-07-22

TFLR

T ROWE PRICE EXCHANGE-TRADED

3.06%

Shares33.2K

Event2026-06-30

Filed2026-07-22

DFGR

DIMENSIONAL ETF TRUST

1.31%

Shares54.0K

Event2026-06-30

Filed2026-07-22

NUDM

NUSHARES ETF TR

0.35%

Shares38.8K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

-4.44%

Shares6.3K

Event2026-06-30

Filed2026-07-22

TIPX

SPDR SERIES TRUST

2.75%

Shares76.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.25%

Shares13.8K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

-2.55%

Shares12.9K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VWOB

VANGUARD WHITEHALL FDS

2.87%

Shares17.1K

Event2026-06-30

Filed2026-07-22

EMHC

SPDR SERIES TRUST

3.13%

Shares42.9K

Event2026-06-30

Filed2026-07-22

EBND

SPDR SERIES TRUST

3.05%

Shares49.5K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

-3.81%

Shares3.1K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

0.00%

Shares807

Event2026-06-30

Filed2026-07-22

NUEM

NUSHARES ETF TR

-0.36%

Shares19.9K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

-3.67%

Shares2.2K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.75%

Shares5.6K

Event2026-06-30

Filed2026-07-22

SHYG

ISHARES TR

2.53%

Shares17.7K

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

-5.44%

Shares3.5K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.00%

Shares5.3K

Event2026-06-30

Filed2026-07-22

CGBL

CAPITAL GROUP CORE BALANCED

15.57%

Shares17.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

TOTL

SSGA ACTIVE ETF TR

8.32%

Shares16.6K

Event2026-06-30

Filed2026-07-22

NYF

ISHARES TR

2.40%

Shares11.6K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-7.12%

Shares7.4K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.13%

Shares798

Event2026-06-30

Filed2026-07-22

AGGY

WISDOMTREE TR

-1.06%

Shares13.0K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.46%

Shares2.2K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

CGGO

CAPITAL GROUP GBL GROWTH EQT

-8.61%

Shares12.7K

Event2026-06-30

Filed2026-07-22

DES

WISDOMTREE TR

-1.89%

Shares12.9K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

NUAG

NUSHARES ETF TR

-1.55%

Shares24.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

NUSC

NUSHARES ETF TR

0.14%

Shares9.2K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

-6.45%

Shares1.2K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-2.63%

Shares1.6K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-22

JMSI

J P MORGAN EXCHANGE TRADED F

12.64%

Shares9.1K

Event2026-06-30

Filed2026-07-22

MINT

PIMCO ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

XJH

ISHARES TR

0.27%

Shares8.6K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

10.50%

Shares9.0K

Event2026-06-30

Filed2026-07-22

CGGR

CAPITAL GROUP GROWTH ETF

-9.42%

Shares9.2K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

GLOBE LIFE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-3.91%

Shares1.8K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

2.27%

Shares3.7K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES TR

1.47%

Shares2.3K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

XSD

SPDR SERIES TRUST

New

Shares535

Event2026-06-30

Filed2026-07-22

DWM

WISDOMTREE TR

-1.01%

Shares4.5K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.49%

Shares477

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

IWN

ISHARES TR

-0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-0.52%

Shares3.0K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

New

Shares387

Event2026-06-30

Filed2026-07-22

PXF

INVESCO EXCH TRADED FD TR II

-1.14%

Shares3.5K

Event2026-06-30

Filed2026-07-22

DEM

WISDOMTREE TR

-3.54%

Shares4.8K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

1.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

HIFS

HINGHAM INSTN SVGS MASS

New

Shares675

Event2026-06-30

Filed2026-07-22

DXLG

DESTINATION XL GROUP INC

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available