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  Name: McMahon Financial Advisors LLC
  City: PITTSBURGH
  State: PA
  Zip: 15228
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $380,399,000
  Total Value Change : $24,751,000
  Securities Held Change : -2
   
All Securities Held : 86
  New Positions : 10
  Closed Positions : 13
  Increased Positions : 39
  Unchanged Positions : 11
  Decreased Positions : 26

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed 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
   (CVX)1 Year Chart         CVX Chevron Corp 91 Closed $165.82 $0 0 0% -223,000 -1,497 0    Integrated Oil & Gas
   (DHDG)1 Year Chart         DHDG Wisdomtree Dynamic Curr Hed... 97 Closed $0.00 $0 0 0% -486,000 -16,565 0    N/A
   (LIT)1 Year Chart         LIT Global X Lithium ETF 90 Closed $44.94 $0 0 0% -6,608,000 -129,730 0    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 96 Closed $76.88 $0 0 0% -502,000 -6,489 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 89 Closed $218.71 $0 0 0% -459,000 -2,400 0    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 95 Closed $79.12 $0 0 0% -267,000 -3,282 0    Closed - End Fund - Debt
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 88 Closed $198.77 $0 0 0% -471,000 -2,767 0    Domestic Money Center...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 94 Closed $55.82 $0 0 0% -457,000 -5,792 0    Drug Stores
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 87 Closed $454.73 $0 0 0% -3,407,000 -8,832 0    Investment Brokerage ...
   (DIS)1 Year Chart         DIS Walt Disney Co 93 Closed $105.79 $0 0 0% -227,000 -2,515 0    Entertainment - Diver...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 99 Closed $89.93 $0 0 0% -6,084,000 -76,795 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 92 Closed $149.91 $0 0 0% -265,000 -1,693 0    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc 98 Closed $28.01 $0 0 0% -203,000 -7,054 0    Drug Manufacturers - ...
      13 Records Found
  1    
Page 1 of 1
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