Mc Namara Financial Services, Inc. Incresed Positions in Q2 2025

Mc Namara Financial Services, Inc.

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31.9K
+ 11.83%
$91.43 - $91.74 $2.92M - $2.93M
302K $27.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.1K
+ 22.67%
$48.13 - $49.85 $1.21M - $1.25M
136K $6.67M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.8K
+ 79.77%
$100.35 - $100.71 $1.08M - $1.09M
24.3K $2.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.39K
+ 0.54%
$35.35 - $42.68 $84.5K - $102K
446K $19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.5K
+ 12.22%
$90.56 - $109.49 $498K - $602K
50.5K $5.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.6K
+ 11.58%
$50.52 - $50.92 $736K - $741K
140K $7.14M
VB
Vanguard Small Cap ETF

ETFs
827
+ 3.0%
$193.73 - $237.37 $160K - $196K
28.4K $6.72M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.05K
+ 21.37%
$114.78 - $133.31 $350K - $406K
17.3K $2.31M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.5K
+ 0.91%
$24.98 - $25.66 $313K - $322K
1.39M $35.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.92K
+ 26.07%
$65.84 - $80.81 $193K - $236K
14.1K $1.13M
VOT
Vanguard Mid Cap Growth Index

ETFs
535
+ 18.84%
$216.28 - $284.39 $116K - $152K
3.37K $959K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.75K
+ 82.01%
$42.51 - $43.7 $244K - $251K
12.8K $556K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.5K
+ 124.87%
$100.04 - $100.54 $250K - $251K
4.49K $451K
EMHC
Spdr Bloomberg Emerging Market
8.14K
+ 26.11%
$23.06 - $24.61 $188K - $200K
39.3K $967K
NUDM
Nuveen Esg International Devel

ETFs
2.37K
+ 6.78%
$28.66 - $35.49 $68K - $84.1K
37.3K $1.32M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.58K
+ 1.15%
$39.34 - $40.41 $219K - $225K
491K $19.7M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
7.7K
+ 47.9%
$20.5 - $21.03 $158K - $162K
23.8K $500K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 2.59%
$35.77 - $42.27 $39.4K - $46.6K
43.6K $1.84M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.27K
+ 6.63%
$25.97 - $33.21 $33.1K - $42.3K
20.5K $679K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.69K
+ 17.46%
$33.38 - $40.81 $56.5K - $69.1K
11.4K $463K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.73K
+ 24.7%
$28.02 - $32.37 $76.4K - $88.2K
13.8K $436K
EBND
Spdr Bloomberg Emerging Market

ETFs
719
+ 1.63%
$19.57 - $21.4 $14.1K - $15.4K
44.8K $957K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
871
+ 10.37%
$37.51 - $45.52 $32.7K - $39.6K
9.27K $419K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
8.12K
+ 8.01%
$12.21 - $13.9 $99.2K - $113K
109K $1.43M
AOA
Ishares Tr Core Aggressive All

ETFs
377
+ 14.17%
$69.46 - $83.4 $26.2K - $31.4K
3.04K $253K
ACWI
Ishares Msci Acwi ETF

ETFs
55
+ 2.53%
$103.59 - $128.6 $5.7K - $7.07K
2.23K $287K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
299
+ 1.99%
$40.82 - $43.14 $12.2K - $12.9K
15.3K $661K
T
At&T Inc.

Communication Services
281
+ 3.53%
$26.33 - $28.94 $7.4K - $8.13K
8.24K $238K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
536
+ 0.84%
$18.83 - $19.22 $10.1K - $10.3K
64.4K $1.23M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
74
+ 2.76%
$77.74 - $78.78 $5.75K - $5.83K
2.75K $216K
Capital Group New Geography
15K
+ 35.51%
N/A
57.1K $0
AAPL
Apple Inc.

Technology
2
+ 0.03%
$172.42 - $223.89 $345 - $448
6K $1.23M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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