Mc Namara Financial Services, Inc. Reduced Holdings in Q4 2024

Mc Namara Financial Services, Inc.

  • $423 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.03M
- 44.91%
$24.94 - $26.14 $25.7M - $27M
1.27M $31.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-127K
- 5.74%
$34.13 - $37.35 $4.32M - $4.73M
2.08M $70.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-22.6K
- 9.15%
$570.51 - $610.59 $12.9M - $13.8M
224K $132M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-166K
- 26.58%
$39.3 - $41.34 $6.52M - $6.86M
458K $18M
MUB
Ishares National Muni Bond ETF

ETFs
-50K
- 22.91%
$105.78 - $108.7 $5.29M - $5.44M
168K $17.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-76.7K
- 8.58%
$38.37 - $42.82 $2.94M - $3.28M
817K $31.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.7K
- 26.27%
$113.92 - $127.38 $1.22M - $1.37M
30.1K $3.47M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-20.2K
- 4.34%
$44.33 - $49.55 $895K - $1M
445K $20M
AAPL
Apple Inc.

Technology
-3.85K
- 47.05%
$221.69 - $259.02 $853K - $996K
4.33K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
-1.85K
- 1.43%
$47.57 - $52.44 $88K - $97K
127K $6.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.72K
- 17.68%
$126.68 - $134.74 $345K - $367K
12.7K $1.62M
VB
Vanguard Small Cap ETF

ETFs
-1.53K
- 5.26%
$233.76 - $261.58 $358K - $400K
27.6K $6.62M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.84K
- 7.83%
$24.25 - $26.7 $117K - $129K
57K $1.4M
VIG
Vanguard Dividend Appreciation

ETFs
-1.3K
- 3.35%
N/A
37.4K $6.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.26K
- 2.02%
$49.79 - $51.14 $112K - $115K
109K $5.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.56K
- 0.92%
$91.29 - $91.8 $142K - $143K
169K $15.4M
NYF
Ishares New York Muni Bond ETF

ETFs
-3.09K
- 23.55%
$52.85 - $54.34 $163K - $168K
10K $533K
PG
Procter & Gamble CO

Consumer Defensive
-920
- 29.41%
$161.05 - $179.7 $148K - $165K
2.21K $370K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.28K
- 3.2%
$19.53 - $21.1 $44.5K - $48K
68.8K $1.34M
VBR
Vanguard Small Cap Value ETF

ETFs
-572
- 7.34%
$197.36 - $217.3 $113K - $124K
7.23K $1.43M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3K
- 6.93%
$40.15 - $42.9 $121K - $129K
40.3K $1.63M
SUB
Ishares Short Term National Mu

ETFs
-925
- 1.97%
$104.94 - $106.2 $97.1K - $98.2K
46.1K $4.86M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-705
- 5.53%
$67.29 - $73.38 $47.4K - $51.7K
12K $817K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-374
- 22.96%
$370.24 - $418.94 $138K - $157K
1.26K $503K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.95K
- 24.59%
$33.7 - $37.69 $99.5K - $111K
9.06K $311K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-3.68K
- 18.2%
$20.61 - $21.56 $75.8K - $79.3K
16.5K $341K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-483
- 6.1%
$311.11 - $335.64 $150K - $162K
7.43K $2.39M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-3.18K
- 5.26%
$18.41 - $18.97 $58.6K - $60.4K
57.3K $1.06M
JNJ
Johnson & Johnson

Healthcare
-300
- 13.1%
$143.34 - $165.86 $43K - $49.8K
1.99K $287K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.32K
- 18.77%
$51.58 - $52.91 $67.9K - $69.6K
5.69K $294K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.2K
- 13.3%
$42.79 - $44.9 $51.2K - $53.7K
7.8K $334K
IWD
Ishares Russell 1000 Val ETF

ETFs
-280
- 11.55%
$183.23 - $199.79 $51.3K - $55.9K
2.14K $396K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.1K
- 18.02%
$50.62 - $52.07 $55.8K - $57.4K
5.02K $255K
VOE
Vanguard Mid Cap Value Index F

ETFs
-219
- 5.05%
$160.89 - $176.18 $35.2K - $38.6K
4.12K $666K
EMHC
Spdr Bloomberg Emerging Market
-1.65K
- 9.72%
$23.7 - $25.01 $39.1K - $41.2K
15.3K $364K
XOM
Exxon Mobil Corp

Energy
-152
- 3.81%
$105.51 - $125.37 $16K - $19.1K
3.84K $412K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.58K
- 6.85%
$20.92 - $23.57 $33.1K - $37.3K
21.6K $460K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-717
- 2.91%
$42.33 - $43.3 $30.4K - $31K
23.9K $1.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.89K
- 3.37%
$12.74 - $14.23 $24K - $26.9K
54.1K $703K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-350
- 4.12%
$40.41 - $45.12 $14.1K - $15.8K
8.14K $329K
VOT
Vanguard Mid Cap Growth Index

ETFs
-309
- 9.28%
$241.48 - $274.89 $74.6K - $84.9K
3.02K $766K
VTV
Vanguard Value ETF

ETFs
-153
- 5.26%
$168.32 - $181.87 $25.8K - $27.8K
2.76K $466K
IWM
Ishares Russell 2000 ETF

ETFs
-178
- 14.98%
$216.13 - $242.4 $38.5K - $43.1K
1.01K $223K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-185
- 1.15%
$29.02 - $32.11 $5.37K - $5.94K
16K $462K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-150
- 2.49%
$47.66 - $51.84 $7.15K - $7.78K
5.88K $281K
VNQ
Vanguard Specialized Funds Van

ETFs
-30
- 0.86%
$87.85 - $98.6 $2.64K - $2.96K
3.44K $306K
SRLN
Ssga Active Trust

ETFs
-754
- 3.96%
$41.48 - $42.08 $31.3K - $31.7K
18.3K $763K
IWN
Ishares Russell2000 Val ETF

ETFs
-161
- 9.37%
$162.69 - $181.35 $26.2K - $29.2K
1.56K $255K
IEMG
Ishares Inc

ETFs
-559
- 5.6%
N/A
9.42K $505K
Activity Summary
Buys All Purchases 8 New Holdings 4 Increased Positions 4 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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