Mcnamara Financial Services, Inc.
CIK Number: 0001622431
Main Sectors:
Top Industries:
Filing Date: Apr 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 646.33 | -0.05% | 232.71K | +3.75% | 130.76M | 272.51 | 28.13% | Share |
| 2 | SPDW | SPDR Portfolio ... | 41.80 | -0.13% | 2.2M | +5.88% | 80.13M | 31.73 | 17.24% | Share |
| 3 | SPAB | SPDR Portfolio ... | 25.50 | -0.08% | 1.37M | +8.49% | 35.09M | 27.21 | 7.55% | Share |
| 4 | SPEM | SPDR Portfolio ... | 44.69 | +0.78% | 862.67K | +5.58% | 33.96M | 36.64 | 7.31% | Share |
| 5 | BIL | SPDR Bloomberg ... | 91.63 | +0.01% | 269.69K | +59.92% | 24.74M | 91.59 | 5.32% | Share |
| 6 | TOTL | SPDR DoubleLine... | 40.01 | -0.01% | 485.41K | +5.97% | 19.56M | 47.33 | 4.21% | Share |
| 7 | MUB | iShares Nationa... | 104.05 | -0.01% | 181.02K | +7.54% | 19.09M | 106.62 | 4.11% | Share |
| 8 | SPSM | SPDR Portfolio ... | 44.69 | +0.20% | 444.07K | -0.16% | 18.1M | 31.57 | 3.89% | Share |
| 9 | SPLG | SPDR Portfolio ... | 75.67 | -0.05% | 155.81K | -1.84% | 10.25M | 37.73 | 2.20% | Share |
| 10 | VIG | Vanguard Divide... | 209.50 | +0.01% | 36.66K | -2.07% | 7.11M | 88.5 | 1.53% | Share |
| 11 | VEA | Vanguard Develo... | 58.80 | -0.12% | 132.04K | +3.73% | 6.71M | 41.6 | 1.44% | Share |
| 12 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 125.75K | +7.60% | 6.39M | 50.72 | 1.38% | Share |
| 13 | VB | Vanguard Small ... | 246.59 | +0.22% | 27.55K | -0.08% | 6.11M | 180.92 | 1.31% | Share |
| 14 | VTEB | Vanguard Tax-Ex... | 48.90 | +0.04% | 110.91K | +1.51% | 5.5M | 50.58 | 1.18% | Share |
| 15 | SUB | iShares Short-T... | 106.86 | -0.02% | 46.82K | +1.65% | 4.94M | 105.01 | 1.06% | Share |
| 16 | VWO | Vanguard Emergi... | 51.73 | +0.72% | 104.83K | +2.21% | 4.74M | 39.75 | 1.02% | Share |
| 17 | IJR | iShares Core S&... | 114.60 | +0.14% | 44.96K | +49.14% | 4.7M | 101 | 1.01% | Share |
| 18 | IWB | iShares Russell... | 353.15 | -0.03% | 7.29K | -1.9% | 2.24M | 202.5 | 0.48% | Share |
| 19 | VYM | Vanguard High D... | 136.95 | -0.03% | 14.25K | +12.38% | 1.84M | 97.3 | 0.40% | Share |
| 20 | PRF | Invesco FTSE RA... | 43.52 | -0.03% | 42.47K | +5.28% | 1.72M | 23.35 | 0.37% | Share |
| 21 | NVDA | NVIDIA Corporat... | 182.01 | +0.86% | 15.54K | +100.00% | 1.68M | 108.38 | 0.36% | Share |
| 22 | DFIS | Dimensional Int... | 30.91 | +0.03% | 64.38K | +12.98% | 1.66M | 23.06 | 0.36% | Share |
| 23 | TFLR | T. Rowe Price F... | 51.59 | +0.06% | 29.51K | +100.00% | 1.51M | 51.04 | 0.32% | Share |
| 24 | PEP | PepsiCo, Inc. | 149.54 | -0.57% | 9.39K | +100.00% | 1.41M | 149.94 | 0.30% | Share |
| 25 | PDBC | Invesco Optimum... | 13.00 | +0.23% | 101.33K | +87.17% | 1.38M | 14.82 | 0.30% | Share |
| 26 | SGOV | iShares 0-3 Mon... | 100.58 | +0.02% | 13.54K | +261.87% | 1.36M | 100.57 | 0.29% | Share |
| 27 | DFGR | Dimensional Glo... | 26.64 | -0.71% | 51.16K | +19.61% | 1.34M | 23.9 | 0.29% | Share |
| 28 | AAPL | Apple Inc. | 230.94 | -0.28% | 6K | +38.65% | 1.33M | 147.36 | 0.29% | Share |
| 29 | VBR | Vanguard Small ... | 203.04 | +0.01% | 7.12K | -1.52% | 1.33M | 99.86 | 0.29% | Share |
| 30 | TIPX | SPDR Bloomberg ... | 19.16 | -0.03% | 63.91K | +11.55% | 1.23M | 19.8 | 0.26% | Share |
| 31 | NUDM | Nuveen ESG Inte... | 36.98 | -0.03% | 34.95K | +22.06% | 1.11M | 29.69 | 0.24% | Share |
| 32 | CGNG | Capital Group N... | 29.50 | +0.02% | 42.15K | +361.18% | 1.06M | 25.08 | 0.23% | Share |
| 33 | VWOB | Vanguard Emergi... | 66.14 | +0.06% | 16.18K | +124.11% | 1.04M | 63.86 | 0.22% | Share |
| 34 | IEFA | iShares Core MS... | 86.02 | -0.13% | 13.72K | +4.21% | 1.04M | 63.45 | 0.22% | Share |
| 35 | EBND | SPDR Bloomberg ... | 21.23 | -0.07% | 44.03K | -35.96% | 883.78K | 22.35 | 0.19% | Share |
| 36 | VYMI | Vanguard Intern... | 84.00 | -0.29% | 11.22K | -6.88% | 826.51K | 59.58 | 0.18% | Share |
| 37 | EMHC | SPDR Bloomberg ... | 24.95 | +0.10% | 31.17K | +103.61% | 753.09K | 24.07 | 0.16% | Share |
| 38 | CGBL | Capital Group C... | 33.92 | +0.03% | 22.79K | +100.00% | 706.16K | 30.98 | 0.15% | Share |
| 39 | VOT | Vanguard Mid-Ca... | 286.61 | +0.61% | 2.84K | -6.02% | 694.53K | 104 | 0.15% | Share |
| 40 | XOM | Exxon Mobil Cor... | 106.70 | +0.20% | 5.65K | +47.22% | 671.84K | 95.43 | 0.14% | Share |
| 41 | VBK | Vanguard Small ... | 287.64 | +0.47% | 2.55K | -0.12% | 642.52K | 138.82 | 0.14% | Share |
| 42 | SHYG | iShares 0-5 Yea... | 42.98 | -0.06% | 15.04K | -37.18% | 639.33K | 42.48 | 0.14% | Share |
| 43 | MBNE | SPDR Nuveen Mun... | 28.58 | -0.12% | 21.04K | +0.06% | 610.62K | 29.6 | 0.13% | Share |
| 44 | CGGO | Capital Group G... | 32.95 | +0.08% | 21.25K | +100.00% | 602.1K | 28.33 | 0.13% | Share |
| 45 | VOE | Vanguard Mid-Ca... | 169.68 | -0.27% | 3.74K | -9.06% | 601.06K | 88.42 | 0.13% | Share |
| 46 | VUG | Vanguard Growth... | 462.05 | -0.01% | 1.52K | -17.37% | 562.9K | 149.75 | 0.12% | Share |
| 47 | NUEM | Nuveen ESG Emer... | 34.29 | +0.47% | 19.2K | +20.35% | 561.6K | 27.73 | 0.12% | Share |
| 48 | IWF | iShares Russell... | 449.11 | +0.02% | 1.52K | +20.96% | 548.13K | 161.53 | 0.12% | Share |
| 49 | NYF | iShares New Yor... | 52.09 | -0.04% | 10.21K | +1.91% | 537.77K | 52.68 | 0.12% | Share |
| 50 | JPM | JPMorgan Chase ... | 291.42 | +0.32% | 2.18K | +100.00% | 535K | 245.3 | 0.12% | Share |
| 51 | AMZN | Amazon.com, Inc... | 231.50 | +0.20% | 2.76K | +100.00% | 525.88K | 190.26 | 0.11% | Share |
| 52 | PG | The Procter & G... | 155.77 | +0.91% | 3.04K | +37.91% | 518.93K | 126.68 | 0.11% | Share |
| 53 | IEMG | iShares Core MS... | 62.49 | +0.60% | 9.51K | +0.93% | 513.25K | 45.8 | 0.11% | Share |
| 54 | TT | Trane Technolog... | 429.06 | +1.33% | 1.52K | +100.00% | 512.12K | 336.92 | 0.11% | Share |
| 55 | CGDV | Capital Group D... | 41.16 | +0.18% | 13.12K | +100.00% | 467.6K | 35.64 | 0.10% | Share |
| 56 | IWD | iShares Russell... | 198.29 | 0.00% | 2.37K | +10.45% | 445.56K | 118.91 | 0.10% | Share |
| 57 | CGGR | Capital Group G... | 42.35 | +0.17% | 12.38K | +100.00% | 424.12K | 34.25 | 0.09% | Share |
| 58 | AVGO | Broadcom Inc. | 305.69 | -0.21% | 2.35K | +100.00% | 393.13K | 167.43 | 0.08% | Share |
| 59 | JNJ | Johnson & Johns... | 176.30 | -0.19% | 2.27K | +13.82% | 375.63K | 175.34 | 0.08% | Share |
| 60 | NUSC | Nuveen ESG Smal... | 42.19 | +0.43% | 9.69K | +22.53% | 371.55K | 36.16 | 0.08% | Share |
| 61 | DEM | WisdomTree Emer... | 46.27 | +0.24% | 8.4K | +3.23% | 353.56K | 41.65 | 0.08% | Share |
| 62 | DES | WisdomTree U.S.... | 32.95 | +0.15% | 11.03K | +21.81% | 352.58K | 30.81 | 0.08% | Share |
| 63 | TXN | Texas Instrumen... | 194.33 | -0.12% | 1.95K | +100.00% | 349.7K | 179.7 | 0.08% | Share |
| 64 | VTV | Vanguard Value ... | 180.25 | -0.01% | 1.99K | -28% | 342.89K | 106.78 | 0.07% | Share |
| 65 | NUAG | Nuveen Enhanced... | 21.00 | -0.08% | 16.08K | -2.71% | 337.26K | 23.46 | 0.07% | Share |
| 66 | SUSA | iShares MSCI US... | 130.75 | +0.07% | 2.91K | -4.18% | 334.04K | 80.22 | 0.07% | Share |
| 67 | DFAS | Dimensional U.S... | 66.52 | +0.24% | 5.55K | +100.00% | 331.43K | 59.75 | 0.07% | Share |
| 68 | MUNI | PIMCO Intermedi... | 51.33 | +0.03% | 5.93K | +4.23% | 305.95K | 51.51 | 0.07% | Share |
| 69 | AGGY | WisdomTree Yiel... | 43.63 | -0.13% | 7.01K | -10.14% | 304.44K | 49.9 | 0.07% | Share |
| 70 | GL | Globe Life Inc. | 135.97 | +0.40% | 2.25K | +100.00% | 296.5K | 131.72 | 0.06% | Share |
| 71 | VNQ | Vanguard Real E... | 88.89 | -0.87% | 3.19K | -7.3% | 288.73K | 81.04 | 0.06% | Share |
| 72 | DWM | WisdomTree Inte... | 66.03 | -0.19% | 4.91K | +100.00% | 285.6K | 58.15 | 0.06% | Share |
| 73 | MSFT | Microsoft Corpo... | 516.95 | -0.62% | 734 | 0.00% | 275.54K | 326.76 | 0.06% | Share |
| 74 | FMB | First Trust Man... | 49.77 | +0.02% | 5.37K | +7.06% | 270.82K | 50.6 | 0.06% | Share |
| 75 | PANW | Palo Alto Netwo... | 176.35 | -0.42% | 1.57K | -24.69% | 267.56K | 127.76 | 0.06% | Share |
| 76 | ADI | Analog Devices,... | 231.53 | -0.04% | 1.27K | +100.00% | 256.52K | 201.67 | 0.06% | Share |
| 77 | ACWI | iShares MSCI AC... | 133.35 | -0.02% | 2.18K | +100.00% | 253.5K | 116.39 | 0.05% | Share |
| 78 | VOO | Vanguard S&P 50... | 591.37 | -0.03% | 491 | -4.84% | 252.33K | 376.07 | 0.05% | Share |
| 79 | GS | The Goldman Sac... | 730.84 | +0.02% | 460 | +100.00% | 251.29K | 546.29 | 0.05% | Share |
| 80 | IWN | iShares Russell... | 167.07 | +0.28% | 1.66K | +6.35% | 250.17K | 101.82 | 0.05% | Share |
| 81 | CL | Colgate-Palmoli... | 84.29 | -0.92% | 2.58K | +100.00% | 241.37K | 93.7 | 0.05% | Share |
| 82 | BAC | Bank of America... | 47.91 | +2.08% | 5.72K | +100.00% | 238.78K | 41.73 | 0.05% | Share |
| 83 | T | AT&T Inc. | 28.91 | +0.14% | 7.96K | +100.00% | 225.19K | 28.28 | 0.05% | Share |
| 84 | CSCO | Cisco Systems, ... | 66.93 | +1.10% | 3.5K | +100.00% | 215.99K | 61.71 | 0.05% | Share |
| 85 | BSV | Vanguard Short-... | 78.59 | -0.03% | 2.68K | +100.00% | 209.79K | 78.28 | 0.05% | Share |
| 86 | PXF | Invesco FTSE RA... | 60.28 | -0.3% | 4.03K | -31.42% | 209.62K | 47.39 | 0.05% | Share |
| 87 | AOA | iShares Core Ag... | 85.33 | -0.08% | 2.66K | +100.00% | 203.49K | 76.5 | 0.04% | Share |
| 88 | MINT | PIMCO Enhanced ... | 100.49 | +0.01% | 2K | +100.00% | 201.04K | 100.62 | 0.04% | Share |
| 89 | DXLG | Destination XL ... | 1.36 | +7.09% | 13.87K | 0.00% | 20.25K | 5.34 | < 0.01% | Share |