Mc Namara Financial Services, Inc. Portfolio Holdings by Sector
Mc Namara Financial Services, Inc.
- $505 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV SPDW SPAB SPEM TOTL MUB SPSM BIL 64 stocks |
$493,464
97.78% of portfolio
|
  38  
|
  22  
|
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$2,728
0.54% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,904
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,582
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$833
0.17% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$714
0.14% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$670
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$590
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$515
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$467
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$371
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$309
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
GL 1 stocks |
$238
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$227
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
DXLG 1 stocks |
$40
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|