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McMahon Financial Advisors, LLC

$269.97Million

Equity Portfolio Value

Last Reported on: 22 Nov, 2022

New Buys

Ticker$ Bought
ARCHER DANIELS MIDLAND CO644,000
SYSCO CORP254,000
SOCIEDAD QUIMICA Y MINERA DE251,000
CROWDSTRIKE HLDGS INC238,000
HERBALIFE NUTRITION LTD235,000
FREEPORT-MCMORAN INC210,000
SYNOVUS FINL CORP206,000
LG DISPLAY CO LTD100,000

New additions to McMahon Financial Advisors, LLC portfolio

Additions

Ticker% Inc.
GOLDMAN SACHS GROUP INC39.36
PROSHARES TR25.65
KLA CORP23.31
VANGUARD WORLD FD11.18
APPLE INC6.33
SCHWAB STRATEGIC TR6.26
INVESCO ACTVELY MNGD ETC FD5.81
LOCKHEED MARTIN CORP5.51

Additions to existing positions by McMahon Financial Advisors, LLC

Reductions

Ticker% Reduced
FORD MTR CO DEL-78.98
BOEING CO-65.26
SERVICENOW INC-60.35
ISHARES TR-12.63
PNC FINL SVCS GROUP INC-6.75
BERKSHIRE HATHAWAY INC DEL-4.69
SCHWAB STRATEGIC TR-4.22
ISHARES TR-3.83

McMahon Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
VANGUARD INTL EQUITY INDEX F-917,000
VANGUARD INTL EQUITY INDEX F-294,000
VANGUARD SCOTTSDALE FDS-625,000
MERCK & CO INC-201,000
ISHARES TR-363,000
VANECK ETF TRUST-262,000
VANGUARD INDEX FDS-577,000
ISHARES TR-433,000

McMahon Financial Advisors, LLC got rid off the above stocks

Current Holdings of McMahon Financial Advisors, LLC

Last Reported on: 22 Nov, 2022
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC2.8355,1977,628,000ADDED6.33
AAXJISHARES TR5.88322,04815,871,000REDUCED-0.51
ACTXGLOBAL X FDS3.17371,5318,568,000ADDED0.19
ACTXGLOBAL X FDS1.90254,4765,120,000ADDED5.39
ACTXGLOBAL X FDS0.4317,7221,171,000REDUCED-1.69
ACWFISHARES TR3.20194,3708,644,000ADDED0.72
ACWFISHARES TR1.41137,1083,809,000REDUCED-12.63
ADMARCHER DANIELS MIDLAND CO0.248,000644,000NEWnull
AEMBAMERICAN CENTY ETF TR4.16169,64611,220,000ADDED4.53
AFKVANECK ETF TRUST000SOLD OFF-100
AGGISHARES TR2.97240,2248,007,000REDUCED-3.83
AGGISHARES TR000SOLD OFF-100
AGGISHARES TR000SOLD OFF-100
AGGISHARES TR000SOLD OFF-100
AGTISHARES TR0.3913,2081,049,000UNCHANGED0
AGTISHARES TR0.197,244513,000UNCHANGED0
ALBALBEMARLE CORP0.616,2411,650,000REDUCED-3.76
AMPSISHARES TR2.6707,217,000null
AMZNAMAZON COM INC1.0023,9502,706,000ADDED1.52
ANEWPROSHARES TR0.82184,5242,212,000ADDED25.65
BABOEING CO0.112,546308,000REDUCED-65.26
BILSPDR SER TR12.491,166,40033,720,000ADDED3.1
BILSPDR SER TR11.471,022,13030,971,000ADDED3.78
BNDWVANGUARD SCOTTSDALE FDS000SOLD OFF-100
BRKBBERKSHIRE HATHAWAY INC DEL0.08833222,000REDUCED-4.69
CRWDCROWDSTRIKE HLDGS INC0.090238,000NEWnull
DALDELTA AIR LINES INC DEL0.5451,8011,454,000ADDED4.96
DUKDUKE ENERGY CORP NEW0.4513,0111,210,000ADDED1.2
EDVVANGUARD WORLD FD8.20246,36022,150,000ADDED11.18
EMGFISHARES INC3.28200,0338,857,000ADDED5.44
ERIEERIE INDTY CO0.374,479996,000UNCHANGED0
FFORD MTR CO DEL0.1537,202417,000REDUCED-78.98
FCXFREEPORT-MCMORAN INC0.087,702210,000NEWnull
FHIFEDERATED HERMES INC0.230621,000null
FNDASCHWAB STRATEGIC TR6.80729,62418,350,000ADDED2.78
FNDASCHWAB STRATEGIC TR3.98161,54510,731,000ADDED4.13
FNDASCHWAB STRATEGIC TR0.5836,9451,565,000REDUCED-4.22
FNDASCHWAB STRATEGIC TR0.094,903254,000ADDED6.26
GSGOLDMAN SACHS GROUP INC0.807,3572,156,000ADDED39.36
HLFHERBALIFE NUTRITION LTD0.0911,807235,000NEWnull
KLACKLA CORP0.958,4762,565,000ADDED23.31
KOCOCA COLA CO0.5727,4511,538,000ADDED1.15
LMTLOCKHEED MARTIN CORP0.553,8271,478,000ADDED5.51
MRKMERCK & CO INC000SOLD OFF-100
MSFTMICROSOFT CORP0.182,034474,000ADDED3.09
NOWSERVICENOW INC0.352,479936,000REDUCED-60.35
PABPGIM ETF TR1.5987,2774,284,000ADDED0.43
PDBCINVESCO ACTVELY MNGD ETC FD1.98329,6355,333,000ADDED5.81
PNCPNC FINL SVCS GROUP INC0.081,505225,000REDUCED-6.75
QQQINVESCO QQQ TR4.62012,463,000null
SNVSYNOVUS FINL CORP0.080206,000NEWnull
SYYSYSCO CORP0.090254,000NEWnull
TJXTJX COS INC NEW0.9802,648,000null
TSLATESLA INC0.190523,000null
UNHUNITEDHEALTH GROUP INC0.080209,000null
VEEVVEEVA SYS INC0.110299,000null
VEUVANGUARD INTL EQUITY INDEX F000SOLD OFF-100
VEUVANGUARD INTL EQUITY INDEX F000SOLD OFF-100
VOOVANGUARD INDEX FDS1.5722,5274,235,000ADDED3.91
VOOVANGUARD INDEX FDS000SOLD OFF-100
VTRSVIATRIS INC0.200537,000null
XLBSELECT SECTOR SPDR TR2.3306,295,000null
XLBSELECT SECTOR SPDR TR0.320865,000null
XOMEXXON MOBIL CORP1.3203,560,000null
SOCIEDAD QUIMICA Y MINERA DE0.092,769251,000NEWnull
LG DISPLAY CO LTD0.0424,616100,000NEWnull

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