The Analysis of McNamara Financial Services, Inc.'s Holdings
Currently, McNamara Financial Services, Inc. holds 101 types of securities in its portfolio with a total value $527.2M. In the most recent quarter, they have increased their positions in VUG (+74.6K shares, valued at $36.4M), SPYV (+568.7K shares, valued at $32.3M), FMDE (+769.2K shares, valued at $28.0M); decreased their positions in IVV (-109.1K shares, valued at $74.8M), SPAB (-1.3M shares, valued at $32.8M), TOTL (-486.1K shares, valued at $19.6M); initiated new positions in SPYV (+568.7K shares, valued at $32.3M), FMDE (+769.2K shares, valued at $28.0M), PMBS (+435.2K shares, valued at $21.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPDW SPDR INDEX SHS FDS2.1M shares-1.18%2025-12-312026-01-21
IVV ISHARES TR122.2K shares-47.19%2025-12-312026-01-21 SPEM SPDR INDEX SHS FDS869.8K shares1.58%2025-12-312026-01-21 VUG VANGUARD INDEX FDS76.1K shares5219.72%2025-12-312026-01-21 SPYV SPDR SERIES TRUST568.7K sharesnew addition2025-12-312026-01-21 BIL SPDR SERIES TRUST322.6K shares0.67%2025-12-312026-01-21 FMDE FIDELITY COVINGTON TRUST769.2K sharesnew addition2025-12-312026-01-21 PMBS PIMCO ETF TR435.2K sharesnew addition2025-12-312026-01-21 DFAS DIMENSIONAL ETF TRUST286.0K shares7836.63%2025-12-312026-01-21 MUB ISHARES TR123.7K shares-29.01%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F160.1K shares11.82%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS114.3K shares-9.75%2025-12-312026-01-21 MUNI PIMCO ETF TR136.0K shares2356.16%2025-12-312026-01-21 CGMU CAPITAL GRP FIXED INCM ETF T257.2K sharesnew addition2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS126.7K shares-8.00%2025-12-312026-01-21 SGOV ISHARES TR59.4K shares81.34%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F96.6K shares-6.04%2025-12-312026-01-21 SUB ISHARES TR48.5K shares3.69%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS18.5K shares-48.96%2025-12-312026-01-21 SPYM SPDR SERIES TRUST49.9K shares-67.57%2025-12-312026-01-21 SPAB SPDR SERIES TRUST136.9K shares-90.29%2025-12-312026-01-21 VB VANGUARD INDEX FDS11.5K shares-59.24%2025-12-312026-01-21 NVDA NVIDIA CORPORATION15.0K shares0.00%2025-12-312026-01-21 IWB ISHARES TR6.8K shares-7.28%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS16.8K shares-2.55%2025-12-312026-01-21 IJR ISHARES TR17.8K shares-65.71%2025-12-312026-01-21 DFIS DIMENSIONAL ETF TRUST58.5K shares-1.76%2025-12-312026-01-21 CGNG CAPITAL GROUP NEW GEOGRAPHY59.2K shares1.51%2025-12-312026-01-21 AAPL APPLE INC6.1K shares0.87%2025-12-312026-01-21 SPSM SPDR SERIES TRUST34.8K shares-92.28%2025-12-312026-01-21 TFLR T ROWE PRICE ETF INC30.0K shares3.58%2025-12-312026-01-21 PDBC INVESCO ACTVELY MNGD ETC FD114.6K shares1.17%2025-12-312026-01-21 VBR VANGUARD INDEX FDS6.8K shares-2.56%2025-12-312026-01-21 NUDM NUSHARES ETF TR38.9K shares5.23%2025-12-312026-01-21 DFGR DIMENSIONAL ETF TRUST52.2K shares3.81%2025-12-312026-01-21 TIPX SPDR SERIES TRUST69.9K shares3.99%2025-12-312026-01-21 PEP PEPSICO INC8.9K shares0.00%2025-12-312026-01-21 VYMI VANGUARD WHITEHALL FDS13.5K shares-1.58%2025-12-312026-01-21 IEFA ISHARES TR13.4K shares-1.69%2025-12-312026-01-21 VWOB VANGUARD WHITEHALL FDS15.5K shares2.63%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE3.3K shares-1.46%2025-12-312026-01-21 EMHC SPDR SERIES TRUST40.1K shares-0.29%2025-12-312026-01-21 EBND SPDR SERIES TRUST46.1K shares0.60%2025-12-312026-01-21 VOT VANGUARD INDEX FDS3.3K shares-1.12%2025-12-312026-01-21 VBK VANGUARD INDEX FDS2.4K shares-4.77%2025-12-312026-01-21 NUEM NUSHARES ETF TR20.1K shares-1.66%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.2.2K shares1.51%2025-12-312026-01-21 SHYG ISHARES TR16.3K shares3.30%2025-12-312026-01-21 XOM EXXON MOBIL CORP5.6K shares0.00%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.9K shares-17.46%2025-12-312026-01-21 VOE VANGUARD INDEX FDS3.8K shares4.48%2025-12-312026-01-21 IWF ISHARES TR1.4K shares0.44%2025-12-312026-01-21 AMZN AMAZON COM INC2.8K shares0.00%2025-12-312026-01-21 NYF ISHARES TR11.3K shares0.00%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2025-12-312026-01-21 JMSI J P MORGAN EXCHANGE TRADED F11.6K shares0.00%2025-12-312026-01-21 AGGY WISDOMTREE TR12.7K shares-0.16%2025-12-312026-01-21 IEMG ISHARES INC8.3K shares-8.05%2025-12-312026-01-21 TOTL SSGA ACTIVE ETF TR13.5K shares-97.30%2025-12-312026-01-21 GEV GE VERNOVA INC807 shares-1.10%2025-12-312026-01-21 CGBL CAPITAL GROUP CORE BALANCED14.8K shares0.00%2025-12-312026-01-21 CGGO CAPITAL GROUP GBL GROWTH EQT15.1K shares23.53%2025-12-312026-01-21 NUAG NUSHARES ETF TR23.7K shares-0.80%2025-12-312026-01-21 IWD ISHARES TR2.4K shares2.65%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON2.2K shares-3.31%2025-12-312026-01-21 MINT PIMCO ETF TR4.5K shares-42.07%2025-12-312026-01-21 DES WISDOMTREE TR13.2K shares-6.13%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO3.0K shares0.00%2025-12-312026-01-21 NUSC NUSHARES ETF TR9.3K shares-18.10%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC460 shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP759 shares3.41%2025-12-312026-01-21 VTV VANGUARD INDEX FDS1.9K shares-0.99%2025-12-312026-01-21 CGDV CAPITAL GROUP DIVIDEND VALUE8.0K shares28.41%2025-12-312026-01-21 ADI ANALOG DEVICES INC1.3K shares0.00%2025-12-312026-01-21 CGGR CAPITAL GROUP GROWTH ETF7.5K shares18.71%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-21 DWM WISDOMTREE TR4.7K shares-2.54%2025-12-312026-01-21 ACWI ISHARES TR2.2K shares11.10%2025-12-312026-01-21 GL GLOBE LIFE INC2.3K shares0.00%2025-12-312026-01-21 BAC BANK AMERICA CORP5.7K shares0.00%2025-12-312026-01-21 TXN TEXAS INSTRS INC1.8K shares0.00%2025-12-312026-01-21 AOA ISHARES TR3.5K shares12.23%2025-12-312026-01-21 PANW PALO ALTO NETWORKS INC1.6K shares0.00%2025-12-312026-01-21 MS MORGAN STANLEY1.6K shares0.00%2025-12-312026-01-21 CSCO CISCO SYS INC3.6K shares1.89%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR1.8K shares100.00%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS3.0K shares-5.10%2025-12-312026-01-21 IWN ISHARES TR1.4K shares-18.53%2025-12-312026-01-21 DEM WISDOMTREE TR5.0K shares-46.29%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS2.8K shares1.22%2025-12-312026-01-21 XJH ISHARES TR4.7K sharesnew addition2025-12-312026-01-21 T AT&T INC8.2K shares-0.23%2025-12-312026-01-21 CL COLGATE PALMOLIVE CO2.6K shares0.00%2025-12-312026-01-21 VO VANGUARD INDEX FDS700 shares0.00%2025-12-312026-01-21 WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-21 GPC GENUINE PARTS CO1.6K sharesnew addition2025-12-312026-01-21 DXLG DESTINATION XL GROUP INC13.9K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available