Mc Namara Financial Services, Inc. Portfolio Holdings

Mc Namara Financial Services, Inc.

  • $505 Million
  • Q3 2024

Mc Namara Financial Services, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $142M, Spdr Ser Tr Fds Spdr Portfolio with a value of $82.8M, Spdr Portfolio Aggregate Bond with a value of $60.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.9M, and Ssga Active ETF Tr Spdr Doblel with a value of $25.8M.

Examining the 13F form we can see an increase of $33.8M in the current position value, from $471M to 505M.

Below you can find more details about Mc Namara Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $505 Million
ETFs: $493 Million
Technology: $5.3 Million
Consumer Defensive: $2.42 Million
Financial Services: $1.18 Million
Healthcare: $680,000
Industrials: $590,000
Consumer Cyclical: $555,000
Energy: $467,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.4B
$590,000 0.12% of portfolio
1,520
Q3 2024 New
$66.8B
$434,000 0.09% of portfolio
2,520
Q3 2024 Added 682.61%
$116B
$355,000 0.07% of portfolio
1,041
Q4 2023 Reduced 5.36%
$177B
$291,000 0.06% of portfolio
1,500
Q3 2024 New
$78B
$292,000 0.06% of portfolio
2,817
Q3 2024 New
$10.6B
$238,000 0.05% of portfolio
2,251
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $505 Million
  • Prior Value $471 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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