$160 Million is the total value of McNamara Financial Services, Inc.'s 30 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
B108PS | New | ACTAVIS PLC | $2,850,000 | – | 11,070 | +100.0% | 2.60% | – |
REGN | New | REGENERON PHARMACEUTICALS | $2,851,000 | – | 6,950 | +100.0% | 2.60% | – |
New | APPLE INC | $2,826,000 | – | 25,601 | +100.0% | 2.58% | – | |
New | ANTHEM INC | $2,826,000 | – | 101 | +100.0% | 2.58% | – | |
MS | New | MORGAN STANLEY | $2,747,000 | – | 70,803 | +100.0% | 2.50% | – |
FB | New | FACEBOOK INCcl a | $2,664,000 | – | 34,150 | +100.0% | 2.43% | – |
BIIB | New | BIOGEN IDEC INC | $2,607,000 | – | 7,680 | +100.0% | 2.38% | – |
CELG | New | CELGENE CORP | $2,544,000 | – | 22,745 | +100.0% | 2.32% | – |
SBUX | New | STARBUCKS CORP | $2,486,000 | – | 30,302 | +100.0% | 2.27% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $2,369,000 | – | 32,575 | +100.0% | 2.16% | – |
MSFT | New | MICROSOFT CORP | $2,334,000 | – | 50,245 | +100.0% | 2.13% | – |
HAIN | New | HAIN CELESTIAL GROUP INC | $2,314,000 | – | 39,700 | +100.0% | 2.11% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $2,265,000 | – | 18,075 | +100.0% | 2.06% | – |
MA | New | MASTERCARD INCcl a | $2,158,000 | – | 25,050 | +100.0% | 1.97% | – |
New | AMAZON COM INC | $2,143,000 | – | 6,906 | +100.0% | 1.95% | – | |
AVGO | New | AVAGO TECHNOLOGIES LTD | $2,102,000 | – | 20,900 | +100.0% | 1.92% | – |
CMI | New | CUMMINS INC | $2,076,000 | – | 14,401 | +100.0% | 1.89% | – |
AET | New | AETNA INC NEW | $2,070,000 | – | 23,305 | +100.0% | 1.89% | – |
DIS | New | DISNEY WALT CO | $2,044,000 | – | 21,699 | +100.0% | 1.86% | – |
FFIV | New | F5 NETWORKS INC | $2,035,000 | – | 15,600 | +100.0% | 1.86% | – |
PCLN | New | PRICELINE GRP INC | $2,027,000 | – | 1,778 | +100.0% | 1.85% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $1,985,000 | – | 42,443 | +100.0% | 1.81% | – |
WWAV | New | WHITEWAVE FOODS CO | $1,980,000 | – | 56,600 | +100.0% | 1.80% | – |
BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $1,907,000 | – | 79,375 | +100.0% | 1.74% | – |
HAR | New | HARMAN INTL INDS INC | $1,870,000 | – | 17,525 | +100.0% | 1.70% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC | $1,812,000 | – | 28,775 | +100.0% | 1.65% | – |
New | ALEXION PHARMACEUTICALS INC | $1,780,000 | – | 9,620 | +100.0% | 1.62% | – | |
HCA | New | HCA HOLDINGS INC | $1,772,000 | – | 24,150 | +100.0% | 1.62% | – |
IYR | New | ISHARES TRu.s. real es etf | $1,750,000 | – | 22,775 | +100.0% | 1.60% | – |
IVZ | New | INVESCO LTD | $1,739,000 | – | 44,015 | +100.0% | 1.59% | – |
URI | New | UNITED RENTALS INC | $1,686,000 | – | 16,525 | +100.0% | 1.54% | – |
CVS | New | CVS HEALTH CORP | $1,681,000 | – | 17,456 | +100.0% | 1.53% | – |
JAZZ | New | JAZZ PHARMACEUTICALS PLC | $1,658,000 | – | 10,125 | +100.0% | 1.51% | – |
GILD | New | GILEAD SCIENCES INC | $1,653,000 | – | 17,540 | +100.0% | 1.51% | – |
MU | New | MICRON TECHNOLOGY INC | $1,623,000 | – | 46,350 | +100.0% | 1.48% | – |
GLW | New | CORNING INC | $1,605,000 | – | 70,009 | +100.0% | 1.46% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC | $1,558,000 | – | 10,475 | +100.0% | 1.42% | – |
ABC | New | AMERISOURCEBERGEN CORP | $1,553,000 | – | 17,226 | +100.0% | 1.42% | – |
GOOG | New | GOOGLE INCcl c | $1,549,000 | – | 2,942 | +100.0% | 1.41% | – |
SSYS | New | STRATASYS LTD | $1,532,000 | – | 18,435 | +100.0% | 1.40% | – |
PFF | New | ISHARESu.s. pfd stk etf | $1,522,000 | – | 38,600 | +100.0% | 1.39% | – |
EBAY | New | EBAY INC | $1,466,000 | – | 26,123 | +100.0% | 1.34% | – |
MCK | New | MCKESSON CORP | $1,421,000 | – | 6,848 | +100.0% | 1.30% | – |
EFA | New | ISHARES TRmsci eafe etf | $1,393,000 | – | 22,895 | +100.0% | 1.27% | – |
UNFI | New | UNITED NAT FOODS INC | $1,382,000 | – | 17,870 | +100.0% | 1.26% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,354,000 | – | 13,025 | +100.0% | 1.24% | – |
NXPI | New | NXP SEMICONDUCTORS N V | $1,337,000 | – | 17,500 | +100.0% | 1.22% | – |
GOOGL | New | GOOGLE INCcl a | $1,304,000 | – | 2,457 | +100.0% | 1.19% | – |
BX | New | BLACKSTONE GROUP L P | $1,227,000 | – | 36,275 | +100.0% | 1.12% | – |
AMJ | New | JPMORGAN CHASE & COalerian ml etn | $1,222,000 | – | 26,600 | +100.0% | 1.11% | – |
HAL | New | HALLIBURTON CO | $1,153,000 | – | 29,326 | +100.0% | 1.05% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $1,112,000 | – | 10,000 | +100.0% | 1.01% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $1,009,000 | – | 10,275 | +100.0% | 0.92% | – |
STKL | New | SUNOPTA INC | $853,000 | – | 72,000 | +100.0% | 0.78% | – |
DLTR | New | DOLLAR TREE INC | $845,000 | – | 12,000 | +100.0% | 0.77% | – |
DHR | New | DANAHER CORP DEL | $557,000 | – | 6,500 | +100.0% | 0.51% | – |
WFC | New | WELLS FARGO & CO NEW | $397,000 | – | 7,242 | +100.0% | 0.36% | – |
IJT | New | ISHARES TRsp smcp600gr etf | $367,000 | – | 3,000 | +100.0% | 0.34% | – |
AMLP | New | ALPS ETF TRalerian mlp | $328,000 | – | 18,700 | +100.0% | 0.30% | – |
MMM | New | 3M Co | $328,000 | – | 1,995 | +100.0% | 0.30% | – |
LO | New | LORILLARD INC | $315,000 | – | 5,000 | +100.0% | 0.29% | – |
SJNK | New | SPDR SER TRsht trm hgh yld | $292,000 | – | 10,100 | +100.0% | 0.27% | – |
VMW | New | VMWARE INC | $279,000 | – | 3,380 | +100.0% | 0.25% | – |
JNJ | New | JOHNSON & JOHNSON | $276,000 | – | 2,641 | +100.0% | 0.25% | – |
CMG | New | CHIPOTLE MEXICAN GRILL INC | $253,000 | – | 370 | +100.0% | 0.23% | – |
PHB | New | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $235,000 | – | 12,500 | +100.0% | 0.21% | – |
HD | New | HOME DEPOT INC | $234,000 | – | 2,225 | +100.0% | 0.21% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $229,000 | – | 1,915 | +100.0% | 0.21% | – |
IWC | New | ISHARESmicro-cap etf | $192,000 | – | 2,500 | +100.0% | 0.18% | – |
DVN | New | DEVON ENERGY CORP NEW | $179,000 | – | 2,931 | +100.0% | 0.16% | – |
XOM | New | EXXON MOBIL CORP | $158,000 | – | 1,707 | +100.0% | 0.14% | – |
CMCSA | New | COMCAST CORP NEWcl a | $155,000 | – | 2,675 | +100.0% | 0.14% | – |
PFE | New | PFIZER INC | $155,000 | – | 4,960 | +100.0% | 0.14% | – |
MKL | New | MARKEL CORP | $143,000 | – | 209 | +100.0% | 0.13% | – |
BSJG | New | CLAYMORE EXCHANGE TRD FD TRgug blt2016 hy | $129,000 | – | 5,000 | +100.0% | 0.12% | – |
LMT | New | LOCKHEED MARTIN CORP | $127,000 | – | 660 | +100.0% | 0.12% | – |
DG | New | DOLLAR GEN CORP NEW | $124,000 | – | 1,750 | +100.0% | 0.11% | – |
MTDR | New | MATADOR RES CO | $102,000 | – | 5,050 | +100.0% | 0.09% | – |
HYS | New | PIMCO ETF TR0-5 high yield | $101,000 | – | 1,000 | +100.0% | 0.09% | – |
DEO | New | DIAGEO P L Cspon adr new | $94,000 | – | 825 | +100.0% | 0.09% | – |
IJNK | New | SPDR SER TRbrcly hgh yiel | $83,000 | – | 8,406 | +100.0% | 0.08% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $83,000 | – | 8,407 | +100.0% | 0.08% | – |
HYLD | New | ADVISORSHARES TRperitus hg yld | $82,000 | – | 2,000 | +100.0% | 0.08% | – |
CBI | New | CHICAGO BRIDGE & IRON CO N V | $71,000 | – | 1,700 | +100.0% | 0.06% | – |
HYG | New | ISHARESiboxx hi yd etf | $71,000 | – | 790 | +100.0% | 0.06% | – |
SPWR | New | SUNPOWER CORP | $65,000 | – | 2,500 | +100.0% | 0.06% | – |
New | BARD C R INC | $62,000 | – | 375 | +100.0% | 0.06% | – | |
QCOM | New | QUALCOMM INC | $62,000 | – | 828 | +100.0% | 0.06% | – |
CVX | New | CHEVRON CORP NEW | $61,000 | – | 540 | +100.0% | 0.06% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $58,000 | – | 365 | +100.0% | 0.05% | – |
T | New | AT&T INC | $55,000 | – | 1,625 | +100.0% | 0.05% | – |
EGN | New | ENERGEN CORP | $54,000 | – | 850 | +100.0% | 0.05% | – |
MRK | New | MERCK & CO INC NEW | $53,000 | – | 940 | +100.0% | 0.05% | – |
WRE | New | WASHINGTON REAL ESTATE INVTsh ben int | $53,000 | – | 1,904 | +100.0% | 0.05% | – |
BWLD | New | BUFFALO WILD WINGS INC | $45,000 | – | 250 | +100.0% | 0.04% | – |
LLY | New | LILLY ELI & CO | $44,000 | – | 640 | +100.0% | 0.04% | – |
TM | New | TOYOTA MOTOR CORP | $44,000 | – | 350 | +100.0% | 0.04% | – |
GE | New | GENERAL ELECTRIC CO | $40,000 | – | 1,600 | +100.0% | 0.04% | – |
UNH | New | UNITEDHEALTH GROUP INC | $38,000 | – | 379 | +100.0% | 0.04% | – |
IGIB | New | ISHARESinterm cr bd etf | $33,000 | – | 300 | +100.0% | 0.03% | – |
LLL | New | L-3 COMMUNICATIONS HLDGS INC | $33,000 | – | 260 | +100.0% | 0.03% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $33,000 | – | 430 | +100.0% | 0.03% | – |
LUK | New | LEUCADIA NATL CORP | $32,000 | – | 1,410 | +100.0% | 0.03% | – |
NVO | New | NOVO-NORDISK A Sadr | $32,000 | – | 750 | +100.0% | 0.03% | – |
STJ | New | ST JUDE MED INC | $31,000 | – | 480 | +100.0% | 0.03% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $31,000 | – | 660 | +100.0% | 0.03% | – |
DISH | New | DISH NETWORK CORPcl a | $30,000 | – | 410 | +100.0% | 0.03% | – |
New | BANK AMER CORP7.25%cnv pfd l | $29,000 | – | 25 | +100.0% | 0.03% | – | |
WHR | New | WHIRLPOOL CORP | $29,000 | – | 150 | +100.0% | 0.03% | – |
WMT | New | WAL-MART STORES INC | $26,000 | – | 300 | +100.0% | 0.02% | – |
LL | New | LUMBER LIQUIDATORS HLDGS INC | $23,000 | – | 350 | +100.0% | 0.02% | – |
SYK | New | STRYKER CORP | $23,000 | – | 240 | +100.0% | 0.02% | – |
F | New | FORD MTR CO DEL | $23,000 | – | 1,475 | +100.0% | 0.02% | – |
NSC | New | NORFOLK SOUTHERN CORP | $20,000 | – | 180 | +100.0% | 0.02% | – |
OEF | New | ISHARES TRs&p 100 etf | $20,000 | – | 220 | +100.0% | 0.02% | – |
New | ARCHER DANIELS MIDLAND CO | $19,000 | – | 370 | +100.0% | 0.02% | – | |
New | BB&T CORP | $19,000 | – | 500 | +100.0% | 0.02% | – | |
TECH | New | BIO TECHNE CORP | $18,000 | – | 200 | +100.0% | 0.02% | – |
UAA | New | UNDER ARMOUR INCcl a | $18,000 | – | 268 | +100.0% | 0.02% | – |
SNI | New | SCRIPPS NETWORKS INTERACT IN | $16,000 | – | 210 | +100.0% | 0.02% | – |
NOC | New | NORTHROP GRUMMAN CORP | $15,000 | – | 100 | +100.0% | 0.01% | – |
TRV | New | TRAVELERS COMPANIES INC | $15,000 | – | 140 | +100.0% | 0.01% | – |
MO | New | ALTRIA GROUP INC | $15,000 | – | 300 | +100.0% | 0.01% | – |
SNHY | New | SUN HYDRAULICS CORP | $15,000 | – | 376 | +100.0% | 0.01% | – |
Z | New | ZILLOW INCcl a | $14,000 | – | 130 | +100.0% | 0.01% | – |
LUXTY | New | LUXOTTICA GROUP S P Asponsored adr | $14,000 | – | 250 | +100.0% | 0.01% | – |
GWW | New | GRAINGER W W INC | $14,000 | – | 55 | +100.0% | 0.01% | – |
KO | New | COCA COLA CO | $13,000 | – | 300 | +100.0% | 0.01% | – |
ILMN | New | ILLUMINA INC | $13,000 | – | 70 | +100.0% | 0.01% | – |
ITW | New | ILLINOIS TOOL WKS INC | $13,000 | – | 140 | +100.0% | 0.01% | – |
WMB | New | WILLIAMS COS INC DEL | $13,000 | – | 300 | +100.0% | 0.01% | – |
STX | New | SEAGATE TECHNOLOGY PLC | $13,000 | – | 200 | +100.0% | 0.01% | – |
COST | New | COSTCO WHSL CORP NEW | $12,000 | – | 85 | +100.0% | 0.01% | – |
UNP | New | UNION PAC CORP | $12,000 | – | 100 | +100.0% | 0.01% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $12,000 | – | 100 | +100.0% | 0.01% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC | $12,000 | – | 720 | +100.0% | 0.01% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $12,000 | – | 300 | +100.0% | 0.01% | – |
LUMN | New | CENTURYLINK INC | $12,000 | – | 300 | +100.0% | 0.01% | – |
AMH | New | AMERICAN HOMES 4 RENTcl a | $11,000 | – | 650 | +100.0% | 0.01% | – |
DDD | New | 3-D SYS CORP DEL | $11,000 | – | 335 | +100.0% | 0.01% | – |
PG | New | PROCTER & GAMBLE CO | $11,000 | – | 120 | +100.0% | 0.01% | – |
ZBH | New | ZIMMER HLDGS INC | $11,000 | – | 100 | +100.0% | 0.01% | – |
DE | New | DEERE & CO | $11,000 | – | 120 | +100.0% | 0.01% | – |
TSLA | New | TESLA MTRS INC | $11,000 | – | 50 | +100.0% | 0.01% | – |
WNR | New | WESTERN REFNG INC | $11,000 | – | 280 | +100.0% | 0.01% | – |
GWPH | New | GW PHARMACEUTICALS PLCads | $10,000 | – | 150 | +100.0% | 0.01% | – |
MIE | New | COHEN & STEERS MLP INC & ENR | $10,000 | – | 500 | +100.0% | 0.01% | – |
AMT | New | AMERICAN TOWER CORP NEW | $10,000 | – | 104 | +100.0% | 0.01% | – |
EMC | New | E M C CORP MASS | $10,000 | – | 340 | +100.0% | 0.01% | – |
CLB | New | CORE LABORATORIES N V | $9,000 | – | 75 | +100.0% | 0.01% | – |
EIX | New | EDISON INTL | $9,000 | – | 133 | +100.0% | 0.01% | – |
SCTY | New | SOLARCITY CORP | $9,000 | – | 175 | +100.0% | 0.01% | – |
NOV | New | NATIONAL OILWELL VARCO INC | $9,000 | – | 143 | +100.0% | 0.01% | – |
JOBS | New | 51JOB INC | $9,000 | – | 240 | +100.0% | 0.01% | – |
PM | New | PHILIP MORRIS INTL INC | $8,000 | – | 100 | +100.0% | 0.01% | – |
OXY | New | OCCIDENTAL PETE CORP DEL | $8,000 | – | 100 | +100.0% | 0.01% | – |
PKW | New | POWERSHARES ETF TRUSTdyna buybk ach | $8,000 | – | 160 | +100.0% | 0.01% | – |
FTR | New | FRONTIER COMMUNICATIONS CORP | $8,000 | – | 1,152 | +100.0% | 0.01% | – |
HAS | New | HASBRO INC | $7,000 | – | 125 | +100.0% | 0.01% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $7,000 | – | 260 | +100.0% | 0.01% | – |
VRX | New | VALEANT PHARMACEUTICALS INTL | $7,000 | – | 50 | +100.0% | 0.01% | – |
LNKD | New | LINKEDIN CORP | $7,000 | – | 30 | +100.0% | 0.01% | – |
XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $7,000 | – | 100 | +100.0% | 0.01% | – |
FCX | New | FREEPORT-MCMORAN INCcl b | $7,000 | – | 300 | +100.0% | 0.01% | – |
PNRA | New | PANERA BREAD COcl a | $7,000 | – | 40 | +100.0% | 0.01% | – |
FULT | New | FULTON FINL CORP PA | $7,000 | – | 529 | +100.0% | 0.01% | – |
CGNX | New | COGNEX CORP | $7,000 | – | 180 | +100.0% | 0.01% | – |
WSM | New | WILLIAMS SONOMA INC | $5,000 | – | 60 | +100.0% | 0.01% | – |
VVR | New | INVESCO SR INCOME TR | $5,000 | – | 1,000 | +100.0% | 0.01% | – |
MKC | New | MCCORMICK & CO INC | $6,000 | – | 80 | +100.0% | 0.01% | – |
ISRG | New | INTUITIVE SURGICAL INC | $6,000 | – | 12 | +100.0% | 0.01% | – |
IMAX | New | IMAX CORP | $6,000 | – | 190 | +100.0% | 0.01% | – |
IPGP | New | IPG PHOTONICS CORP | $6,000 | – | 75 | +100.0% | 0.01% | – |
NKE | New | NIKE INCcl b | $6,000 | – | 66 | +100.0% | 0.01% | – |
ATVI | New | ACTIVISION BLIZZARD INC | $6,000 | – | 275 | +100.0% | 0.01% | – |
PEP | New | PEPSICO INC | $5,000 | – | 50 | +100.0% | 0.01% | – |
IT | New | GARTNER INC | $6,000 | – | 70 | +100.0% | 0.01% | – |
QLIK | New | QLIK TECHNOLOGIES INC | $5,000 | – | 175 | +100.0% | 0.01% | – |
ESRX | New | EXPRESS SCRIPTS HLDG CO | $6,000 | – | 72 | +100.0% | 0.01% | – |
STWD | New | STARWOOD PPTY TR INC | $6,000 | – | 250 | +100.0% | 0.01% | – |
TJX | New | TJX COS INC NEW | $5,000 | – | 75 | +100.0% | 0.01% | – |
UL | New | UNILEVER PLCspon adr new | $5,000 | – | 125 | +100.0% | 0.01% | – |
OLED | New | UNIVERSAL DISPLAY CORP | $5,000 | – | 175 | +100.0% | 0.01% | – |
CKP | New | CHECKPOINT SYS INC | $6,000 | – | 75 | +100.0% | 0.01% | – |
CNI | New | CANADIAN NATL RY CO | $6,000 | – | 90 | +100.0% | 0.01% | – |
SAM | New | BOSTON BEER INCcl a | $6,000 | – | 20 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC DEL | $4,000 | – | 100 | +100.0% | 0.00% | – |
IJR | New | ISHARES TRcore s&p scp etf | $3,000 | – | 25 | +100.0% | 0.00% | – |
DISCA | New | DISCOVERY COMMUNICATNS NEW | $3,000 | – | 100 | +100.0% | 0.00% | – |
SCCO | New | SOUTHERN COPPER CORP | $3,000 | – | 90 | +100.0% | 0.00% | – |
COP | New | CONOCOPHILLIPS | $3,000 | – | 50 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
CENX | New | CENTURY ALUM CO | $2,000 | – | 80 | +100.0% | 0.00% | – |
New | ATWOOD OCEANICS INC | $2,000 | – | 60 | +100.0% | 0.00% | – | |
BG | New | BUNGE LIMITED | $2,000 | – | 17 | +100.0% | 0.00% | – |
DWA | New | DREAMWORKS ANIMATION SKG INCcl a | $2,000 | – | 100 | +100.0% | 0.00% | – |
SWAY | New | STARWOOD WAYPOINT RESIDENTL | $1,000 | – | 50 | +100.0% | 0.00% | – |
EWJ | New | ISHARESmsci japan etf | $1,000 | – | 120 | +100.0% | 0.00% | – |
WPX | New | WPX ENERGY INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
RMD | New | RESMED INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
HNW | New | PIONEER DIV HIGH INCOME TRUS | $0 | – | 13 | +100.0% | 0.00% | – |
ORCL | New | ORACLE CORP | $0 | – | 1 | +100.0% | 0.00% | – |
DNOW | New | NOW INC | $0 | – | 10 | +100.0% | 0.00% | – |
FRP | New | FAIRPOINT COMMUNICATIONS INC | $0 | – | 15 | +100.0% | 0.00% | – |
New | BLACKROCK CR ALLCTN INC TR | $0 | – | 11 | +100.0% | 0.00% | – | |
WFM | New | WHOLE FOODS MKT INC | $0 | – | 1 | +100.0% | 0.00% | – |
CRC | New | CALIFORNIA RES CORP | $0 | – | 40 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2016-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Exxon Mobil Corporation Com | 36 | Q3 2023 | 4.5% |
SSGA ACTIVE ETF TR | 34 | Q3 2023 | 19.5% |
PROCTER & GAMBLE CO | 32 | Q3 2023 | 0.2% |
ISHARES TR | 31 | Q3 2023 | 29.5% |
VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 17.7% |
VANGUARD TAX-MANAGED INTL FD | 31 | Q3 2023 | 15.1% |
VANGUARD SPECIALIZED PORTFOL | 31 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 31 | Q3 2023 | 5.7% |
WISDOMTREE TR | 31 | Q3 2023 | 3.1% |
ISHARES INC | 31 | Q3 2023 | 0.7% |
View McNamara Financial Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-13 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-24 |
View McNamara Financial Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (160478000.0 != 109675000.0)
- The reported number of holdings is incorrect (30 != 207)
- The reported has been restated
- The reported has been amended
Export McNamara Financial Services, Inc.'s holdings