Mc Namara Financial Services, Inc. Portfolio Holdings by Sector
Mc Namara Financial Services, Inc.
- $466 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV SPDW SPAB SPEM TOTL MUB BIL SPSM 55 stocks |
$459,933
98.69% of portfolio
|
  25  
|
  29  
|
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,598
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,440
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$548
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$530
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$428
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$393
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$392
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$386
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$362
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
DXLG 1 stocks |
$49
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|