McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023: A Closer Look at the 13F Holdings Comparison CSV

McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investing in the stock market is not for the faint-hearted. For investors, understanding the movements in the holdings of financial firms is crucial to making informed decisions. In this blog post, we will analyze the McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison CSV, summarizing the changes in holdings of this fund.

McNamara Financial Services, Inc. is a financial services firm located in the United States. Like any other financial company, McNamara Financial Services, Inc. invests in public companies through ETF investments.

In the Q4 2022, the total value of all shares held by McNamara Financial Services, Inc. was $351,840, which increased to $374,422 in Q1 2023. This represents an 6.43% increase in the fund's total value over the period.

In terms of the sectoral holdings, the majority of McNamara Financial Services, Inc. holdings are in the ETF space, particularly SPDR SER TR, SPDR INDEX SHS FDS, and VANGUARD INDEX FDS. During the period under review, McNamara Financial Services, Inc. increased its holdings in some ETFs and decreased holdings in others.

The CSV shows that the highest percentage increase in holdings was in BIL, belonging to SPDR SER TR. The fund increased its BIL holdings by 45.2% from 99,723 shares in Q4 2022 to 144,263 shares in Q1 2023, representing an increase in value from $9,121,000 to $13,246,000.

The second-highest increase in terms of holdings percentage was in GWX, belonging to SPDR INDEX SHS FDS. McNamara Financial Services, Inc. increased its holdings in GWX by 45.9% from 19,612 shares to 27,177 shares, worth $576,000 and $841,000 in Q4 2022 and Q1 2023, respectively.

VYM, belonging to VANGUARD WHITEHALL FDS, had the highest percentage decrease in holdings (−17.1%). During the period under review, McNamara Financial Services, Inc. reduced its VYM shares from 18,080 to 15,374, representing a decrease in value from $1,956,000 to $1,621,000.

SRLN, belonging to SSGA ACTIVE ETF TR, had the second-highest percentage decrease (−31.3%). The fund's SRLN shares decreased from 19,875 in Q4 2022 to 13,466 in Q1 2023, worth $812,000 and $558,000, respectively.

MSFT and VOO belonging to MICROSOFT CORP and VANGUARD INDEX FDS, respectively, were not held by McNamara Financial Services, Inc. in Q4 2022 but were held in Q1 2023. In Q1 2023, McNamara Financial Services, Inc. had 763 shares in MSFT worth $219,000 and 551 shares in VOO worth $207,000.

In conclusion, based on the McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison CSV, the fund's net value increased from $351,840 to $374,422, with an increase in some ETF holdings from SPDR SER TR, SPDR INDEX SHS FDS, and VANGUARD INDEX FDS. McNamara Financial Services, Inc. acquired MSFT and VOO shares in Q1 2023 not held in Q4 2022. However, it is essential to note that some holdings such as VYM and SRLN decreased over the period. Therefore, investors need to keep an eye on these changes and adjust their portfolios accordingly.