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  Name: McNamara Financial Services Inc.
  City: MARSHFIELD
  State: MA
  Zip: 02050
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $467,478,000
  Total Value Change : $20,418,000
  Securities Held Change : 2
   
All Securities Held : 68
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 7
  Decreased Positions : 30

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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 47 - $117.26 $428,000 3,685 0.09% 60,000 0 0    Integrated Oil & Gas
   (PG)1 Year Chart         PG Procter & Gamble Co 50 - $164.54 $394,000 2,428 0.08% 38,000 0 0    Cleaning Products
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 52 - $135.28 $392,000 3,054 0.08% 76,000 0 0    Drug Manufacturers - ...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 57 - $146.67 $362,000 2,290 0.08% 3,000 0 0    Drug Manufacturers - ...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 62 - $294.91 $296,000 1,041 0.06% -11,000 0 0    Networking & Communic...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 64 - $484.62 $262,000 544 0.06% 24,000 0 0    Closed - End Fund - E...
   (DXLG)1 Year Chart         DXLG Destination XL Group Inc 68 - $3.55 $50,000 13,867 0.01% -11,000 0 0.027    Apparel Stores

      7 Records Found
  1    
Page 1 of 1
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