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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 : 10     View All Holdings Currently Viewing:  New 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
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 13 New $74.04 $9,972,000 132,259 2.62% 9,972,000 132,259 0.082    Closed - End Fund - Debt
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 16 New $208.63 $7,809,000 34,710 2.05% 7,809,000 34,710 0.039    N/A
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 18 New $107.31 $6,969,000 63,329 1.83% 6,969,000 63,329 0.07    N/A
   (V)1 Year Chart         V Visa Inc 27 New $280.74 $3,458,000 12,389 0.91% 3,458,000 12,389 0.001    Business Services
   (GNTX)1 Year Chart         GNTX Gentex Corp 76 New $34.55 $275,000 7,611 0.07% 275,000 7,611 0.003    Auto Parts
   (ORCL)1 Year Chart         ORCL Oracle Corp 81 New $116.67 $226,000 1,800 0.06% 226,000 1,800 0    Application Software
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 82 New $478.74 $217,000 452 0.06% 217,000 452 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 84 New $161.40 $207,000 1,270 0.05% 207,000 1,270 0    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 85 New $760.00 $207,000 266 0.05% 207,000 266 0    Drug Manufacturers - ...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 86 New $235.03 $206,000 809 0.05% 206,000 809 0    Home Improvement Stores

      10 Records Found
  1    
Page 1 of 1
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