MF
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McNamara Financial Services, Inc.13F | |
| McNamara Financial Services, Inc. | |
| Last update 2025-04-11 | 89 Stocks (25 new) |
| Value $465.00 Mil | Turnover 10 % |
McNamara Financial Services, I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 232,705 | 130,756.7 | +3.75% | 28.130 | +1.02% | 0.020 | +10.09% | +5.43% | 616,324.8 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2,200,799 | 80,131.1 | +5.88% | 17.240 | +0.96% | 0.340 | +10.70% | +18.49% | 27,068.0 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 1,373,995 | 35,091.8 | +8.49% | 7.550 | +0.59% | 0.420 | -0.08% | +2.04% | 8,778.7 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 862,674 | 33,963.5 | +5.58% | 7.310 | +0.39% | 0.330 | +8.40% | +11.68% | 12,293.5 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 269,687 | 24,738.4 | +59.92% | 5.320 | +1.99% | 0.060 | +0.01% | +0.01% | 42,757.6 | ||
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 485,413 | 19,557.3 | +5.97% | 4.210 | +0.24% | 0.550 | -0.67% | +1.32% | 3,847.6 | ||
MUB | iShares National Muni Bond ETF | 181,018 | 19,086.6 | +7.54% | 4.110 | +0.29% | 0.050 | -1.16% | -2.12% | 38,525.9 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 444,075 | 18,100.5 | -0.16% | 3.890 | -0.01% | 0.160 | +5.80% | -3.70% | 11,467.2 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 155,814 | 10,246.3 | -1.84% | 2.200 | -0.05% | 0.020 | +10.09% | +5.38% | 71,810.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 36,665 | 7,112.7 | -2.07% | 1.530 | -0.04% | 0.010 | +6.41% | +5.23% | 87,212.0 |
McNamara Financial Services, Inc.'s Historical Top Holdings Breakdowns
McNamara Financial Services, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.99% | 91.45 ($91.59) 91.75 | $91.44 | -0.16% | Add 59.92% | 269,687 | 101,044 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.02% | 554.06 ($590.51) 615.85 | $620.67 | 5.11% | Add 3.75% | 232,705 | 8,417 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Add Add | +0.96% | 33.84 ($36.14) 37.77 | $40.44 | 11.90% | Add 5.88% | 2,200,799 | 122,246 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-03-31 | Add Add | +0.59% | 24.73 ($25.23) 25.62 | $25.50 | 1.07% | Add 8.49% | 1,373,995 | 107,502 | |
SPEM | SPDR Portfolio Emerging Markets ETF | 2025-03-31 | Add Add | +0.39% | 37.07 ($39.22) 40.63 | $42.85 | 9.26% | Add 5.58% | 862,674 | 45,582 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.36% | 106.98 ($126.74) 149.43 | $153.30 | 20.96% | New holding | 15,542 | 15,542 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.33% | 102.49 ($112.84) 119.96 | $110.96 | -1.67% | Add 49.14% | 44,961 | 14,814 | |
TFLR | T. Rowe Price Floating Rate ETF | 2025-03-31 | New Buy New Buy | +0.32% | 51.04 ($51.63) 51.98 | $51.49 | -0.27% | New holding | 29,507 | 29,507 | |
PEP | PepsiCo Inc | 2025-03-31 | New Buy New Buy | +0.30% | 142.64 ($148.84) 156.42 | $135.26 | -9.12% | New holding | 9,386 | 9,386 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.29% | 104.71 ($106.35) 107.68 | $104.29 | -1.94% | Add 7.54% | 181,018 | 12,686 |
McNamara Financial Services, Inc. Total Holding History ($B)
McNamara Financial Services, Inc.'s Asset Allocation
McNamara Financial Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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McNamara Financial Services, Inc.'s Hypothetical Growth since 2025-03-31
McNamara Financial Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
McNamara Financial Services, Inc.'s Holdings Heat Map
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McNamara Financial Services, Inc.'s Holdings Bubble Chart
McNamara Financial Services, Inc. News
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