Mc Namara Financial Services, Inc. Incresed Positions in Q4 2025

Mc Namara Financial Services, Inc.

  • $459 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
74.6K
+ 5219.72%
$470.44 - $504.26 $35.1M - $37.6M
76.1K $36.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
282K
+ 7836.63%
$66.04 - $69.67 $18.7M - $19.7M
286K $19.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
130K
+ 2356.16%
$52.21 - $52.72 $6.81M - $6.88M
136K $7.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.7K
+ 81.34%
$100.37 - $100.72 $2.68M - $2.69M
59.4K $5.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.6K
+ 1.58%
$45.45 - $48.31 $617K - $655K
870K $41.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.9K
+ 11.82%
$50.85 - $51.0 $861K - $863K
160K $8.15M
XLK
Technology Sector Spdr

ETFs
915
+ 100.0%
$278.39 - $304.13 $255K - $278K
1.83K $527K
SUB
Ishares Short Term National Mu

ETFs
1.73K
+ 3.69%
$106.22 - $106.81 $183K - $184K
48.5K $5.17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.14K
+ 0.67%
$91.46 - $91.76 $196K - $196K
323K $29.5M
CGGO
Capital Group Global Growth Eq

ETFs
2.88K
+ 23.53%
$33.63 - $35.51 $96.8K - $102K
15.1K $516K
AAPL
Apple Inc.

Technology
52
+ 0.87%
$245.27 - $275.25 $12.8K - $14.3K
6.06K $1.62M
CGDV
Capital Group Divid Value ETF

ETFs
1.78K
+ 28.41%
$41.33 - $43.47 $73.4K - $77.2K
8.03K $344K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.19K
+ 18.71%
$43.04 - $45.68 $51.2K - $54.3K
7.54K $325K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.32K
+ 1.17%
$13.16 - $13.86 $17.4K - $18.3K
115K $1.57M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.69K
+ 3.99%
$19.16 - $19.36 $51.4K - $52K
69.9K $1.34M
CSCO
Cisco Systems, Inc.

Technology
66
+ 1.89%
$67.46 - $78.0 $4.45K - $5.15K
3.57K $277K
AOA
Ishares Tr Core Aggressive All

ETFs
379
+ 12.23%
$86.51 - $90.12 $32.8K - $34.2K
3.48K $308K
ACWI
Ishares Msci Acwi ETF

ETFs
223
+ 11.1%
$135.71 - $142.56 $30.3K - $31.8K
2.23K $312K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
399
+ 2.63%
N/A
15.5K $969K
VOE
Vanguard Mid Cap Value Index F

ETFs
162
+ 4.48%
$169.53 - $176.53 $27.5K - $28.6K
3.78K $656K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 2.65%
$199.44 - $208.01 $12.2K - $12.7K
2.36K $483K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
522
+ 3.3%
$42.66 - $43.29 $22.3K - $22.6K
16.3K $697K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.44%
$459.47 - $491.71 $2.76K - $2.95K
1.39K $652K
MSFT
Microsoft Corp

Technology
25
+ 3.41%
$496.82 - $542.07 $12.4K - $13.6K
759 $385K
EBND
Spdr Bloomberg Emerging Market

ETFs
273
+ 0.6%
$21.1 - $21.41 $5.76K - $5.84K
46.1K $981K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
34
+ 1.22%
$78.65 - $79.19 $2.67K - $2.69K
2.82K $221K
Capital Group New Geography
880
+ 1.51%
N/A
59.2K $0
TFLR
T Rowe Price Exchange Traded F
1.04K
+ 3.58%
N/A
30K $0
Dimensional ETF Trust
1.91K
+ 3.81%
N/A
52.2K $0
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 1.51%
$294.11 - $320.41 $9.71K - $10.6K
2.21K $665K
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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