Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Mcmahon Financial Advisors, Llc > Profile

Instuitional Investor - Mcmahon Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mcmahon Financial Advisors, Llc
Portfolio Value $586,682,922
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,018,889 $54,174,348 9.23%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 71,323 $48,985,126 8.35%
3.
Vanguard Bond Index Funds
 BND 600,446 $46,054,174 7.85%
4.
Schwab Strategic Trust
 SCHD 864,797 $45,626,708 7.78%
5.
Spdr Series Trust - ST STR RATE ETF
 930,045 $28,691,876 4.89%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.