McNamara Financial Services, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$508M
Signature - Title
Alyssa Reed - Chief Compliance Officer
Location
1020 Plain Street, Suite 200, Marshfield, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 86 $508M +$10.6M -$2.26M +$8.3M IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 10/10/2024, 11:29 AM
Q2 2024 77 $473M +$29.2M -$28.3M +$824K IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 8/1/2024, 06:56 PM
Q1 2024 68 $467M +$11.3M -$10.1M +$1.2M IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 4/15/2024, 12:30 PM
Q4 2023 66 $447M +$16.6M -$3.09M +$13.6M IVV, SPDW, SPAB, SPEM, BIL 13F-HR 1/29/2024, 09:15 AM
Q3 2023 63 $401M +$4.62M -$4.6M +$27.2K IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 10/10/2023, 11:42 AM
Q2 2023 65 $417M +$19.3M -$14.4M +$4.83M IVV, SPDW, SPAB, SPEM, TOTL 13F-HR 7/20/2023, 09:39 AM
Q1 2023 64 $402M +$9.32M -$2.36M +$6.96M IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 4/10/2023, 04:29 PM
Q4 2022 63 $377M +$8.87M -$1.24M +$7.62M IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 1/19/2023, 07:01 PM
Q3 2022 58 $348M +$22.3M -$3.23M +$19M IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 10/28/2022, 04:34 PM
Q2 2022 58 $353M +$32.8M -$3.56M +$29.3M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 7/13/2022, 09:35 AM
Q1 2022 58 $368M +$9.24M -$3.28M +$5.96M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 5/2/2022, 01:45 PM
Q4 2021 61 $383M +$6.21M -$649K +$5.56M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 1/24/2022, 03:33 PM
Q3 2021 61 $365M +$10.1M -$774K +$9.3M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 10/22/2021, 01:47 PM
Q2 2021 59 $362M +$14.1M -$7.48M +$6.58M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 8/4/2021, 10:53 AM
Q1 2021 51 $328M +$4.58M -$3.26M +$1.32M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 5/5/2021, 03:26 PM
Q4 2020 48 $279M +$8.89K -$217K -$209K IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 2/9/2021, 02:42 PM
Q3 2020 48 $295M +$4.11M -$3.32M +$797K IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 10/13/2020, 02:25 PM
Q2 2020 48 $280M +$16.3M -$10.9M +$5.34M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 8/10/2020, 11:01 AM
Q1 2020 44 $244M +$25M -$4.53M +$20.5M IVV, SPEM, SPAB, SPDW, TOTL 13F-HR 4/17/2020, 01:09 PM
Q4 2019 42 $269M +$26.3M -$16.1M +$10.2M IVV, SPEM, SPDW, SPAB, TOTL 13F-HR 1/22/2020, 12:17 PM
Q3 2019 39 $246M +$4.53M -$1.67M +$2.86M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 10/18/2019, 01:15 PM
Q2 2019 38 $239M +$5.72M -$1.1M +$4.62M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 7/12/2019, 03:49 PM
Q1 2019 39 $215M +$5.26M -$5M +$259K IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 4/9/2019, 01:54 PM
Q4 2018 39 $222M $0 -$470K -$470K IVV, TOTL, SPEM, SPDW, IEUR 13F-HR 1/14/2019, 12:13 PM
Q3 2018 40 $237M +$6.76M -$1.31M +$5.45M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 10/10/2018, 12:57 PM
Q2 2018 40 $227M +$16.6M -$4.76M +$11.9M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 7/13/2018, 01:44 PM
Q1 2018 39 $219M +$4.22M -$1.09M +$3.13M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 4/9/2018, 02:41 PM
Q4 2017 39 $217M +$89.8M -$88.1M +$1.65M IVV, TOTL, SPEM, SPDW, SPSM 13F-HR 1/16/2018, 11:24 AM
Q3 2017 33 $208M +$2.77M -$422K +$2.35M IVV, TOTL, VWO, VEA, VB 13F-HR 10/12/2017, 08:38 AM
Q2 2017 33 $198M +$7.06M -$5.6M +$1.46M IVV, TOTL, VWO, VEA, VB 13F-HR 7/10/2017, 01:23 PM
Q1 2017 34 $191M +$1.79M -$2.9M -$1.11M IVV, TOTL, VWO, VEA, VB 13F-HR 5/1/2017, 10:23 AM
Q4 2016 35 $182M +$5.44M -$674K +$4.77M IVV, TOTL, VWO, VEA, VB 13F-HR 1/12/2017, 08:42 AM
Q3 2016 32 $179M +$3.04M -$892K +$2.15M IVV, TOTL, VWO, VEA, VB 13F-HR 10/21/2016, 11:13 AM
Q2 2016 33 $171M +$16.5M -$11.9M +$4.64M IVV, TOTL, VWO, VEA, VB 13F-HR 8/3/2016, 10:37 AM
Q1 2016 36 $164M +$162M -$100M +$61.8M IVV, TOTL, VWO, VEA, OEF 13F-HR 4/13/2016, 02:59 PM
Q4 2015 57 $102M +$37.3M -$33M +$4.32M XOM, META, SBUX, SCHW, AMZN Restatement 2/12/2016, 12:02 PM
Q3 2015 57 $95M +$16M -$19.4M -$3.42M XOM, AGN, AAPL, SBUX, SWKS Restatement 2/12/2016, 11:56 AM
Q2 2015 64 $106M +$21.3M -$25.4M -$4.14M AGN, XOM, AAPL, SBUX, AET Restatement 2/12/2016, 11:54 AM
Q1 2015 65 $109M +$14M -$19M -$4.92M B108PS, XOM, AAPL, SBUX, META Restatement 2/12/2016, 11:48 AM
Q4 2014 200 $107M $0 $0 REGN, B108PS, AAPL, MS, META Restatement 2/12/2016, 11:45 AM