Mc Namara Financial Services, Inc. Purchases in Q1 2025

Mc Namara Financial Services, Inc.

  • $459 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
122K
+ 5.88%
$33.84 - $37.77 $4.14M - $4.62M
2.2M $80.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
101K
+ 59.92%
$91.45 - $91.75 $9.24M - $9.27M
270K $24.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
108K
+ 8.49%
$24.73 - $25.62 $2.66M - $2.75M
1.37M $35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45.6K
+ 5.58%
$37.07 - $40.63 $1.69M - $1.85M
863K $34M
NVDA
Nvidia Corp

Technology
15.5K
New
$106.98 - $149.43 $1.66M - $2.32M
15.5K $1.68M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
27.3K
+ 5.97%
$38.99 - $40.37 $1.07M - $1.1M
485K $19.5M
PEP
Pepsico Inc

Consumer Defensive
9.39K
New
$142.64 - $156.42 $1.34M - $1.47M
9.39K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.8K
+ 49.14%
$102.49 - $119.96 $1.52M - $1.78M
45K $4.68M
MUB
Ishares National Muni Bond ETF

ETFs
12.7K
+ 7.54%
$104.71 - $107.69 $1.33M - $1.37M
181K $19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.8K
+ 261.87%
$100.34 - $100.68 $983K - $987K
13.5K $1.36M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
47.2K
+ 87.17%
$13.05 - $13.97 $616K - $659K
101K $1.36M
CGGO
Capital Group Global Growth Eq

ETFs
21.3K
New
$28.33 - $30.84 $602K - $655K
21.3K $603K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.96K
+ 124.11%
N/A
16.2K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
New
$225.19 - $279.95 $491K - $611K
2.18K $534K
AMZN
Amazon Com Inc

Consumer Cyclical
2.76K
New
$190.26 - $242.06 $526K - $669K
2.76K $525K
TT
Trane Technologies PLC

Industrials
1.52K
New
$332.0 - $400.86 $505K - $609K
1.52K $512K
CGDV
Capital Group Divid Value ETF

ETFs
13.1K
New
$34.95 - $37.36 $459K - $490K
13.1K $465K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.88K
+ 7.6%
$50.72 - $50.92 $450K - $452K
126K $6.39M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.4K
New
$33.98 - $39.84 $421K - $493K
12.4K $424K
AVGO
Broadcom Inc.

Technology
2.35K
New
$167.43 - $244.7 $393K - $575K
2.35K $393K
EMHC
Spdr Bloomberg Emerging Market
15.9K
+ 103.61%
$23.72 - $24.56 $376K - $390K
31.2K $751K
TXN
Texas Instruments Inc

Technology
1.95K
New
N/A
1.95K $378K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.55K
New
$58.81 - $68.2 $326K - $378K
5.55K $331K
GL
Globe Life Inc.

Financial Services
2.25K
New
$111.2 - $131.72 $250K - $297K
2.25K $296K
DWM
Wisdomtree Tr

ETFs
4.91K
New
$52.19 - $59.86 $256K - $294K
4.91K $286K
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.4K
+ 12.98%
$23.92 - $26.89 $177K - $199K
64.4K $1.68M
NUDM
Nuveen Esg International Devel

ETFs
6.32K
+ 22.06%
$29.75 - $33.12 $188K - $209K
35K $1.12M
XOM
Exxon Mobil Corp

Energy
1.81K
+ 47.22%
$105.44 - $118.93 $191K - $216K
5.65K $671K
ADI
Analog Devices Inc

Technology
1.27K
New
$201.56 - $243.82 $256K - $310K
1.27K $256K
ACWI
Ishares Msci Acwi ETF

ETFs
2.18K
New
$115.16 - $124.13 $251K - $270K
2.18K $253K
GS
Goldman Sachs Group Inc

Financial Services
460
New
$524.81 - $672.19 $241K - $309K
460 $251K
AAPL
Apple Inc.

Technology
1.67K
+ 38.65%
$209.68 - $247.1 $351K - $413K
6K $1.33M
CL
Colgate Palmolive CO

Consumer Defensive
2.58K
New
$85.68 - $97.5 $221K - $251K
2.58K $241K
BAC
Bank Of America Corp

Financial Services
5.72K
New
$39.61 - $47.74 $227K - $273K
5.72K $238K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.27K
+ 2.21%
$42.5 - $46.71 $96.3K - $106K
105K $4.75M
T
At&T Inc.

Communication Services
7.96K
New
$21.56 - $28.28 $172K - $225K
7.96K $225K
CSCO
Cisco Systems, Inc.

Technology
3.5K
New
$58.74 - $64.87 $206K - $227K
3.5K $215K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.68K
New
$76.94 - $78.28 $206K - $210K
2.68K $209K
AOA
Ishares Tr Core Aggressive All

ETFs
2.66K
New
$75.7 - $80.01 $201K - $213K
2.66K $202K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2K
New
$100.32 - $100.76 $200K - $201K
2K $201K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.57K
+ 12.38%
$126.11 - $135.06 $198K - $212K
14.3K $1.82M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
6.62K
+ 11.55%
$18.46 - $19.19 $122K - $127K
63.9K $1.22M
PG
Procter & Gamble CO

Consumer Defensive
837
+ 37.91%
$158.56 - $176.26 $133K - $148K
3.05K $518K
IEFA
Ishares Tr

ETFs
554
+ 4.21%
$69.57 - $78.65 $38.5K - $43.6K
13.7K $1.05M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
3.25K
+ 20.35%
$28.11 - $30.42 $91.3K - $98.8K
19.2K $561K
JNJ
Johnson & Johnson

Healthcare
275
+ 13.82%
$142.06 - $167.7 $39.1K - $46.1K
2.27K $375K
SUB
Ishares Short Term National Mu

ETFs
761
+ 1.65%
$105.3 - $106.24 $80.1K - $80.8K
46.8K $4.94M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 5.28%
$39.4 - $42.61 $83.9K - $90.8K
42.5K $1.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
224
+ 10.45%
$182.82 - $196.21 $41K - $44K
2.37K $441K
Activity Summary
Buys All Purchases 66 New Holdings 25 Increased Positions 41 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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