Mc Namara Financial Services, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $459 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $130M, Spdr Ser Tr Fds Spdr Portfolio with a value of $80.8M, Spdr Portfolio Aggregate Bond with a value of $35M, Spdr Ser Tr Fds Spdr Portfolio with a value of $34M, and Spdr Bloomberg 1 3 Month T Bil with a value of $24.7M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $423M to 459M.
Below you can find more details about Mc Namara Financial Services, Inc. portfolio as well as his latest detailed transactions.
