Mc Namara Financial Services, Inc. Incresed Positions 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
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
27.3K
+ 5.97%
$38.99 - $40.37 $1.07M - $1.1M
485K $19.5M
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
VEA
Vanguard Ftse Developed Market

ETFs
4.75K
+ 3.73%
$47.4 - $52.99 $225K - $252K
132K $6.77M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
47.2K
+ 87.17%
$13.05 - $13.97 $616K - $659K
101K $1.36M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.88K
+ 7.6%
$50.72 - $50.92 $450K - $452K
126K $6.39M
EMHC
Spdr Bloomberg Emerging Market
15.9K
+ 103.61%
$23.72 - $24.56 $376K - $390K
31.2K $751K
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
AAPL
Apple Inc.

Technology
1.67K
+ 38.65%
$209.68 - $247.1 $351K - $413K
6K $1.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.27K
+ 2.21%
$42.5 - $46.71 $96.3K - $106K
105K $4.75M
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 - $19.15 $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
IWF
Ishares Russell 1000 Gr ETF

ETFs
263
+ 20.96%
$360.07 - $417.26 $94.7K - $110K
1.52K $547K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.78K
+ 22.53%
$37.9 - $43.9 $67.5K - $78.2K
9.69K $373K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.98K
+ 21.81%
$31.63 - $35.22 $62.5K - $69.6K
11K $352K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
263
+ 3.23%
$39.65 - $43.35 $10.4K - $11.4K
8.4K $353K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.65K
+ 1.51%
$49.25 - $50.66 $81.3K - $83.6K
111K $5.49M
FMB
First Tr Exchange Traded Fd Ii

ETFs
354
+ 7.06%
$50.17 - $51.45 $17.8K - $18.2K
5.37K $270K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
241
+ 4.23%
$51.26 - $52.53 $12.4K - $12.7K
5.94K $305K
IEMG
Ishares Inc

ETFs
88
+ 0.93%
N/A
9.51K $510K
NYF
Ishares New York Muni Bond ETF

ETFs
191
+ 1.91%
$52.33 - $53.92 $10K - $10.3K
10.2K $537K
Dimensional ETF Trust
8.39K
+ 19.61%
N/A
51.2K $0
Capital Group New Geography
33K
+ 361.18%
N/A
42.2K $0
IWN
Ishares Russell2000 Val ETF

ETFs
99
+ 6.35%
$149.27 - $169.4 $14.8K - $16.8K
1.66K $250K
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
12
+ 0.06%
$29.1 - $29.82 $349 - $358
21K $612K
IVV
Ishares Core S&P 500 ETF

ETFs
8.42K
+ 3.75%
$554.06 - $615.85 $4.66M - $5.18M
233K $130M
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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