Mayflower Financial Advisors
Latest statistics and disclosures from Mayflower Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPLG, MSFT, AAPL, SPY, and represent 19.48% of Mayflower Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$9.2M), KVYO (+$6.2M), DYNF (+$5.0M), IUSB, IVE, IVW, BLK, QUAL, HEFA, BINC.
- Started 29 new stock positions in NDAQ, URI, BP, UBER, BINC, EW, KVYO, NYCB, ICE, IBDS.
- Reduced shares in these 10 stocks: MCD (-$30M), AMZN (-$28M), DUK (-$27M), PG (-$19M), XOM (-$15M), ABBV (-$14M), UPS (-$12M), CVX (-$12M), BMY (-$11M), MO (-$7.7M).
- Sold out of its positions in Ares Capital Corp convertible security, BTI, Etf Managers Tr purefunds ise cy, ROBO, FTGC, Greenbrier Companies Inc convertible security, Hci Group Inc note 4.250% 3/0, Inovio Pharmaceuticals, GBF, ISTB. TFLO, SCHI, stock, WBD, ZS, PLMJU, LILAK.
- Mayflower Financial Advisors was a net seller of stock by $-188M.
- Mayflower Financial Advisors has $598M in assets under management (AUM), dropping by -17.40%.
- Central Index Key (CIK): 0001852930
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Portfolio Holdings for Mayflower Financial Advisors
Mayflower Financial Advisors holds 355 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $52M | 117k | 441.55 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.1 | $19M | -15% | 305k | 61.53 |
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| Microsoft Corporation (MSFT) | 3.1 | $19M | 44k | 420.72 |
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| Apple (AAPL) | 2.6 | $16M | -4% | 97k | 163.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $12M | 22k | 523.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $12M | +376% | 191k | 60.74 |
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| Wayfair Cl A (W) | 1.8 | $11M | 163k | 67.88 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $10M | +18% | 63k | 164.35 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $9.4M | +8% | 129k | 72.63 |
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| Ishares Tr Core Total Usd (IUSB) | 1.5 | $9.0M | +65% | 198k | 45.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $8.6M | 21k | 420.53 |
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| Ishares Tr National Mun Etf (MUB) | 1.2 | $7.3M | +5% | 68k | 107.60 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $7.2M | -12% | 86k | 83.58 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $6.9M | +48% | 82k | 84.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $6.7M | -4% | 61k | 110.52 |
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| Schweitzer-Mauduit International (MATV) | 1.1 | $6.4M | +8% | 340k | 18.75 |
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| Klaviyo Com Ser A (KVYO) | 1.0 | $6.2M | NEW | 243k | 25.48 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $6.1M | 83k | 74.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.9M | -13% | 39k | 150.93 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $5.8M | +3% | 126k | 46.00 |
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| NVIDIA Corporation (NVDA) | 0.9 | $5.7M | -39% | 6.3k | 903.59 |
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| Amazon (AMZN) | 0.9 | $5.6M | -83% | 32k | 174.49 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $5.6M | 10k | 556.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $5.4M | 21k | 259.89 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $5.3M | 106k | 50.17 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $5.1M | -2% | 49k | 104.73 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.8 | $5.0M | NEW | 114k | 44.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $4.8M | -8% | 60k | 80.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $4.8M | -21% | 19k | 247.41 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.8 | $4.8M | 102k | 46.48 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $4.6M | +342% | 25k | 186.81 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $4.5M | 90k | 50.60 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $4.3M | -78% | 37k | 116.24 |
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| Honeywell International (HON) | 0.7 | $4.2M | +2% | 20k | 205.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.1M | +3% | 27k | 152.26 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.0M | 20k | 200.30 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $3.9M | -13% | 75k | 51.60 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $3.7M | +13% | 36k | 103.79 |
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| Morgan Stanley Com New (MS) | 0.6 | $3.7M | -2% | 40k | 94.16 |
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| Merck & Co (MRK) | 0.6 | $3.6M | 27k | 131.95 |
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| Broadcom (AVGO) | 0.6 | $3.5M | -6% | 2.6k | 1325.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $3.4M | 16k | 210.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $3.4M | -15% | 7.0k | 480.71 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $3.4M | 31k | 110.50 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $3.4M | -22% | 62k | 54.40 |
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| Meta Platforms Cl A (META) | 0.5 | $3.3M | -18% | 6.7k | 485.58 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $3.2M | +9% | 24k | 135.06 |
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| Visa Com Cl A (V) | 0.5 | $3.2M | +3% | 11k | 279.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $3.1M | 13k | 249.87 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $3.0M | -2% | 17k | 182.61 |
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| Abbvie (ABBV) | 0.5 | $3.0M | -82% | 16k | 182.10 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.9M | -5% | 18k | 158.19 |
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| Procter & Gamble Company (PG) | 0.5 | $2.9M | -86% | 18k | 162.25 |
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| Altria (MO) | 0.5 | $2.9M | -72% | 66k | 43.62 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.9M | 49k | 58.65 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $2.9M | 26k | 110.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.8M | 14k | 205.71 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $2.8M | +13% | 30k | 92.42 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $2.7M | +14% | 56k | 47.46 |
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| Chevron Corporation (CVX) | 0.4 | $2.6M | -81% | 17k | 157.74 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.6M | +2% | 16k | 162.86 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $2.5M | -20% | 43k | 58.22 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | -3% | 3.0k | 778.06 |
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| Pepsi (PEP) | 0.4 | $2.3M | -71% | 13k | 175.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.3M | +7% | 5.2k | 444.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $2.2M | -2% | 19k | 115.30 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.2M | -6% | 23k | 94.62 |
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| Home Depot (HD) | 0.4 | $2.1M | 5.6k | 383.59 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $2.1M | +104% | 37k | 57.57 |
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| UnitedHealth (UNH) | 0.3 | $2.0M | +3% | 4.1k | 494.72 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $2.0M | 20k | 100.54 |
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| American Tower Reit (AMT) | 0.3 | $2.0M | 10k | 197.59 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.0M | +2% | 87k | 22.51 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.0M | -2% | 37k | 53.39 |
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| Abbott Laboratories (ABT) | 0.3 | $1.9M | 17k | 113.66 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.9M | 16k | 123.18 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.9M | 4.0k | 481.59 |
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| Coca-Cola Company (KO) | 0.3 | $1.9M | 31k | 61.18 |
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| Southern Copper Corporation (SCCO) | 0.3 | $1.9M | -5% | 18k | 106.52 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.9M | -2% | 23k | 79.86 |
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| BlackRock (BLK) | 0.3 | $1.8M | +24171% | 416k | 4.44 |
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| Bank of America Corporation (BAC) | 0.3 | $1.7M | 298k | 5.71 |
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| Booking Holdings (BKNG) | 0.3 | $1.7M | 467.00 | 3627.88 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.7M | 2.9k | 581.21 |
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| Cisco Systems (CSCO) | 0.3 | $1.7M | 33k | 49.91 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.6M | +5% | 20k | 80.51 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.6M | -4% | 56k | 28.23 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $1.6M | -3% | 28k | 56.59 |
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| TJX Companies (TJX) | 0.3 | $1.6M | +4% | 15k | 101.42 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.5M | 16k | 97.53 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | 3.4k | 454.91 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.5M | 25k | 60.30 |
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| Caterpillar (CAT) | 0.3 | $1.5M | 4.1k | 366.44 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.5M | +44% | 26k | 57.86 |
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| International Business Machines (IBM) | 0.2 | $1.5M | -79% | 7.8k | 190.95 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.4M | -16% | 5.0k | 288.03 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $1.4M | NEW | 41k | 34.88 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | +2% | 1.9k | 732.55 |
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| Evercommerce (EVCM) | 0.2 | $1.4M | 146k | 9.42 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.3M | +14% | 18k | 75.40 |
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| Pfizer (PFE) | 0.2 | $1.3M | +5% | 48k | 27.75 |
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| Philip Morris International (PM) | 0.2 | $1.3M | 14k | 91.62 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | -95% | 4.6k | 281.96 |
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| Lowe's Companies (LOW) | 0.2 | $1.3M | 5.1k | 254.74 |
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| Intel Corporation (INTC) | 0.2 | $1.3M | 29k | 44.17 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.2 | $1.3M | NEW | 25k | 52.46 |
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| Canadian Natl Ry (CNI) | 0.2 | $1.3M | 9.6k | 131.71 |
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| Verizon Communications (VZ) | 0.2 | $1.3M | -79% | 30k | 41.96 |
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| Automatic Data Processing (ADP) | 0.2 | $1.3M | -3% | 5.0k | 249.72 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | 729k | 1.68 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $1.2M | -13% | 10k | 119.16 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.2M | 14k | 88.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | +2% | 3.4k | 344.19 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.2M | 20k | 58.06 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $1.2M | -11% | 21k | 55.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | 28k | 41.77 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.1M | 2.9k | 397.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.1M | -4% | 12k | 97.94 |
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| Amgen (AMGN) | 0.2 | $1.1M | +3% | 3.9k | 284.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | -5% | 8.4k | 131.37 |
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| Stryker Corporation (SYK) | 0.2 | $1.1M | +9% | 3.0k | 357.92 |
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| Servicenow (NOW) | 0.2 | $1.1M | 1.4k | 762.40 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $1.1M | 35k | 29.77 |
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| salesforce (CRM) | 0.2 | $1.0M | +2% | 3.5k | 301.18 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $1.0M | +214% | 36k | 28.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.0M | 15k | 70.00 |
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| 8x8 (EGHT) | 0.2 | $1.0M | 381k | 2.70 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.0M | 11k | 96.73 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $1.0M | -10% | 18k | 56.17 |
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| Walt Disney Company (DIS) | 0.2 | $1.0M | 8.2k | 122.36 |
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| Eaton Corp SHS (ETN) | 0.2 | $993k | 3.2k | 312.68 |
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| Advanced Micro Devices (AMD) | 0.2 | $964k | +5% | 5.3k | 180.49 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $963k | -19% | 1.9k | 504.55 |
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| Nextera Energy (NEE) | 0.2 | $946k | -89% | 15k | 63.91 |
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| Oracle Corporation (ORCL) | 0.2 | $928k | 7.4k | 125.60 |
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| CVS Caremark Corporation (CVS) | 0.2 | $924k | -3% | 12k | 79.76 |
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| Linde SHS (LIN) | 0.2 | $922k | +13% | 2.0k | 464.32 |
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| Waste Management (WM) | 0.2 | $911k | 4.3k | 213.15 |
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| United Parcel Service CL B (UPS) | 0.2 | $909k | -92% | 6.1k | 148.62 |
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| Nike CL B (NKE) | 0.2 | $900k | +11% | 9.6k | 93.98 |
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| Colgate-Palmolive Company (CL) | 0.1 | $893k | +8% | 9.9k | 90.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $891k | +9% | 5.1k | 174.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $885k | +15% | 2.6k | 346.59 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $875k | +282% | 28k | 31.16 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $871k | -6% | 9.2k | 94.41 |
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| American Express Company (AXP) | 0.1 | $869k | +14% | 3.8k | 227.67 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $869k | -7% | 14k | 63.74 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $847k | -2% | 16k | 53.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $836k | +3% | 9.7k | 86.48 |
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| Goldman Sachs (GS) | 0.1 | $834k | 2.0k | 417.69 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $831k | 19k | 43.35 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $821k | -28% | 28k | 29.46 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $819k | +2% | 19k | 43.39 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $812k | +5% | 6.7k | 120.98 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $809k | -8% | 7.5k | 108.31 |
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| Zoetis Cl A (ZTS) | 0.1 | $796k | 4.7k | 169.21 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $794k | +2% | 14k | 56.39 |
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| Watsco, Incorporated (WSO) | 0.1 | $789k | -7% | 1.8k | 431.97 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $785k | +70% | 18k | 42.95 |
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| Ford Motor Company (F) | 0.1 | $783k | 59k | 13.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $781k | +2% | 3.4k | 228.58 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $778k | +7% | 7.4k | 105.03 |
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| Boeing Company (BA) | 0.1 | $767k | +12% | 4.0k | 192.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $763k | 4.3k | 179.11 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $763k | -6% | 3.7k | 208.27 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $763k | +8% | 18k | 43.36 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $752k | 19k | 39.02 |
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| General Electric Com New (GE) | 0.1 | $747k | 4.3k | 175.54 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $731k | 17k | 42.01 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $728k | -49% | 6.6k | 110.54 |
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| Medtronic SHS (MDT) | 0.1 | $727k | +6% | 8.3k | 87.15 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $724k | 2.4k | 300.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $722k | +9% | 2.9k | 245.93 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $704k | -97% | 7.3k | 96.71 |
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| Tesla Motors (TSLA) | 0.1 | $701k | -54% | 4.0k | 175.79 |
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| Enterprise Products Partners (EPD) | 0.1 | $699k | +14% | 24k | 29.18 |
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| At&t (T) | 0.1 | $694k | -72% | 40k | 17.60 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $693k | +13% | 10k | 68.83 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $686k | 14k | 47.44 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $683k | NEW | 18k | 38.88 |
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| Smucker J M Com New (SJM) | 0.1 | $680k | -6% | 5.4k | 125.88 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $675k | 2.8k | 239.76 |
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| T. Rowe Price (TROW) | 0.1 | $649k | 5.3k | 121.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | 1.00 | 634440.00 |
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| AmerisourceBergen (COR) | 0.1 | $633k | -2% | 2.6k | 243.01 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $631k | -6% | 28k | 22.77 |
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| Danaher Corporation (DHR) | 0.1 | $622k | +25% | 2.5k | 249.72 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $601k | +65% | 6.7k | 89.67 |
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| Ecolab (ECL) | 0.1 | $596k | -9% | 2.6k | 230.90 |
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| ConocoPhillips (COP) | 0.1 | $585k | -2% | 4.6k | 127.28 |
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| Chubb (CB) | 0.1 | $581k | +20% | 2.2k | 259.17 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $580k | -7% | 61k | 9.53 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $571k | 33k | 17.16 |
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| First American Financial (FAF) | 0.1 | $559k | -3% | 9.2k | 61.05 |
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| Phillips 66 (PSX) | 0.1 | $551k | -4% | 3.4k | 163.35 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $548k | 26k | 21.48 |
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| FactSet Research Systems (FDS) | 0.1 | $548k | 1.2k | 454.52 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $539k | +82% | 4.2k | 128.41 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $537k | +10% | 7.4k | 72.34 |
|
| Corning Incorporated (GLW) | 0.1 | $536k | 16k | 32.96 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $535k | 6.6k | 81.18 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $531k | NEW | 5.6k | 95.56 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $525k | 16k | 32.69 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $524k | 13k | 41.08 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $522k | 18k | 28.92 |
|
|
| Oneok (OKE) | 0.1 | $519k | +3% | 6.5k | 80.17 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $512k | -7% | 7.8k | 65.61 |
|
| Shopify Cl A (SHOP) | 0.1 | $511k | -2% | 6.6k | 77.17 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $511k | -95% | 9.4k | 54.23 |
|
| Cushman Wakefield SHS (CWK) | 0.1 | $508k | 49k | 10.46 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $507k | 5.3k | 94.86 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $506k | 9.9k | 51.28 |
|
|
| FedEx Corporation (FDX) | 0.1 | $503k | -2% | 1.7k | 289.70 |
|
| 3M Company (MMM) | 0.1 | $495k | -86% | 4.7k | 106.08 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $493k | +26% | 16k | 31.81 |
|
| Brown & Brown (BRO) | 0.1 | $486k | -3% | 5.6k | 87.55 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $483k | 4.8k | 100.81 |
|
|
| Cbiz (CBZ) | 0.1 | $480k | 6.1k | 78.50 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $477k | -6% | 7.8k | 61.05 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $472k | 7.0k | 67.86 |
|
|
| Cummins (CMI) | 0.1 | $462k | +4% | 1.6k | 294.65 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $461k | +48% | 964.00 | 478.66 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $459k | +2% | 5.9k | 77.72 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $451k | 9.5k | 47.72 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $444k | +11% | 1.4k | 320.59 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $437k | NEW | 13k | 32.50 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $436k | 4.3k | 102.39 |
|
|
| Teradyne (TER) | 0.1 | $435k | 3.9k | 112.83 |
|
|
| Micron Technology (MU) | 0.1 | $435k | -23% | 3.7k | 117.89 |
|
| CSX Corporation (CSX) | 0.1 | $434k | 12k | 37.07 |
|
|
| Citigroup Com New (C) | 0.1 | $432k | -15% | 6.8k | 63.24 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $431k | +6% | 3.2k | 136.05 |
|
| Palo Alto Networks (PANW) | 0.1 | $428k | -28% | 1.5k | 284.13 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $424k | +8% | 18k | 24.20 |
|
| Valero Energy Corporation (VLO) | 0.1 | $422k | 2.5k | 170.71 |
|
|
| State Street Corporation (STT) | 0.1 | $420k | -5% | 5.4k | 77.32 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $418k | -2% | 1.5k | 271.76 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $409k | -30% | 8.3k | 49.40 |
|
| M&T Bank Corporation (MTB) | 0.1 | $407k | 2.8k | 145.44 |
|
|
| Nucor Corporation (NUE) | 0.1 | $407k | 2.1k | 197.90 |
|
|
| Church & Dwight (CHD) | 0.1 | $404k | +39% | 3.9k | 104.31 |
|
| Aon Shs Cl A (AON) | 0.1 | $403k | +19% | 1.2k | 333.72 |
|
| Deere & Company (DE) | 0.1 | $400k | +9% | 975.00 | 410.65 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $399k | 2.5k | 158.81 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $392k | 1.3k | 300.20 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $392k | +23% | 1.9k | 206.00 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $390k | 701.00 | 555.79 |
|
|
| Dow (DOW) | 0.1 | $385k | 6.6k | 57.93 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $373k | 5.0k | 74.82 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $371k | +30% | 2.3k | 161.60 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $370k | +11% | 4.1k | 91.25 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $368k | +20% | 3.2k | 114.14 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $367k | -7% | 10k | 35.91 |
|
| Arista Networks (ANET) | 0.1 | $360k | +4% | 1.2k | 289.98 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.1 | $359k | 18k | 19.93 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $357k | -22% | 3.8k | 93.85 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $355k | -6% | 4.1k | 87.42 |
|
| Uber Technologies (UBER) | 0.1 | $355k | NEW | 4.6k | 76.99 |
|
| Quanta Services (PWR) | 0.1 | $350k | 1.3k | 259.80 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $349k | +208% | 5.8k | 60.17 |
|
| Republic Services (RSG) | 0.1 | $346k | 1.8k | 191.44 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $346k | 2.9k | 118.29 |
|
|
| Willis Towers Watson SHS (WTW) | 0.1 | $339k | 1.2k | 275.00 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $339k | 1.3k | 270.52 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $332k | -50% | 7.4k | 44.54 |
|
| Mettler-Toledo International (MTD) | 0.1 | $330k | -2% | 248.00 | 1331.29 |
|
| Ferguson SHS (FERG) | 0.1 | $329k | NEW | 1.5k | 218.43 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $328k | +3% | 6.0k | 54.81 |
|
| Paypal Holdings (PYPL) | 0.1 | $325k | -12% | 4.9k | 66.99 |
|
| Consolidated Edison (ED) | 0.1 | $325k | -80% | 3.6k | 90.82 |
|
| Analog Devices (ADI) | 0.1 | $323k | +36% | 1.6k | 197.83 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $322k | 1.3k | 252.31 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $321k | +5% | 804.00 | 399.09 |
|
| Nvent Electric SHS (NVT) | 0.1 | $320k | NEW | 4.2k | 75.39 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $317k | NEW | 5.0k | 63.10 |
|
| S&p Global (SPGI) | 0.1 | $313k | +3% | 736.00 | 425.62 |
|
| Qualcomm (QCOM) | 0.1 | $313k | +8% | 1.8k | 169.28 |
|
| Marvell Technology (MRVL) | 0.1 | $311k | +12% | 4.4k | 70.88 |
|
| Netflix (NFLX) | 0.1 | $309k | +7% | 508.00 | 607.33 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $308k | -2% | 7.3k | 42.12 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $307k | 2.4k | 130.73 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $304k | -2% | 3.1k | 99.43 |
|
| Kkr & Co (KKR) | 0.1 | $304k | 3.0k | 100.58 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $304k | NEW | 1.7k | 175.27 |
|
| Target Corporation (TGT) | 0.1 | $304k | -10% | 1.7k | 177.21 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $304k | -12% | 4.0k | 76.67 |
|
| Hubbell (HUBB) | 0.1 | $303k | 730.00 | 415.05 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $289k | 856.00 | 337.05 |
|
|
| American Water Works (AWK) | 0.0 | $286k | -10% | 2.3k | 122.23 |
|
| L3harris Technologies (LHX) | 0.0 | $280k | -3% | 1.3k | 213.03 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $274k | 17k | 15.73 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $268k | +2% | 497.00 | 539.93 |
|
| Illinois Tool Works (ITW) | 0.0 | $268k | -5% | 1.0k | 268.32 |
|
| Realty Income (O) | 0.0 | $268k | -2% | 5.0k | 54.10 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $263k | NEW | 11k | 23.01 |
|
| Kraft Heinz (KHC) | 0.0 | $262k | 7.1k | 36.90 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $261k | NEW | 4.8k | 54.24 |
|
| Wells Fargo & Company (WFC) | 0.0 | $259k | 4.5k | 57.96 |
|
|
| Emerson Electric (EMR) | 0.0 | $258k | -9% | 2.3k | 113.42 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $256k | +5% | 9.1k | 28.04 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $255k | +2% | 488.00 | 522.88 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $254k | +2% | 8.1k | 31.42 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $251k | +4% | 3.7k | 68.22 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $251k | -5% | 2.0k | 124.14 |
|
| Mongodb Cl A (MDB) | 0.0 | $250k | -2% | 698.00 | 358.64 |
|
| Starbucks Corporation (SBUX) | 0.0 | $250k | -4% | 3.1k | 81.42 |
|
| Comfort Systems USA (FIX) | 0.0 | $249k | NEW | 783.00 | 317.64 |
|
| Toast Cl A (TOST) | 0.0 | $247k | -3% | 9.9k | 24.92 |
|
| Dupont De Nemours (DD) | 0.0 | $247k | -3% | 3.2k | 76.67 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $246k | -2% | 5.5k | 44.70 |
|
| Key (KEY) | 0.0 | $243k | -2% | 15k | 15.81 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $242k | NEW | 1.2k | 201.44 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $241k | NEW | 10k | 23.80 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $239k | 2.8k | 85.65 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $238k | -73% | 4.6k | 52.16 |
|
| United Rentals (URI) | 0.0 | $235k | NEW | 326.00 | 721.11 |
|
| Kinder Morgan (KMI) | 0.0 | $234k | -12% | 13k | 18.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $234k | -2% | 2.1k | 108.92 |
|
| Dover Corporation (DOV) | 0.0 | $232k | 1.3k | 177.21 |
|
|
| Discover Financial Services (DFS) | 0.0 | $232k | -2% | 1.8k | 131.09 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $231k | 2.4k | 95.20 |
|
|
| Southern Company (SO) | 0.0 | $229k | -96% | 3.2k | 71.74 |
|
| Dell Technologies CL C (DELL) | 0.0 | $228k | NEW | 2.0k | 114.11 |
|
| Msci (MSCI) | 0.0 | $228k | 406.00 | 560.45 |
|
|
| General Motors Company (GM) | 0.0 | $223k | -13% | 4.9k | 45.35 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $223k | -22% | 4.6k | 47.89 |
|
| Carrier Global Corporation (CARR) | 0.0 | $222k | 3.8k | 58.14 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $222k | NEW | 8.4k | 26.41 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $221k | 3.4k | 64.76 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $220k | NEW | 7.6k | 28.80 |
|
| Air Products & Chemicals (APD) | 0.0 | $218k | -60% | 900.00 | 242.35 |
|
| Intuit (INTU) | 0.0 | $217k | NEW | 334.00 | 650.00 |
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $217k | 6.2k | 34.87 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $215k | 4.4k | 49.24 |
|
|
| Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) | 0.0 | $213k | 5.9k | 35.91 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $212k | 4.2k | 50.46 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $210k | NEW | 1.7k | 125.96 |
|
| BP Sponsored Adr (BP) | 0.0 | $207k | NEW | 5.5k | 37.68 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $206k | NEW | 2.7k | 76.80 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $204k | 10k | 20.43 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $203k | 19k | 10.69 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $202k | NEW | 4.0k | 50.19 |
|
| Intercontinental Exchange (ICE) | 0.0 | $201k | NEW | 1.5k | 137.45 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $179k | 10k | 17.91 |
|
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $161k | 11k | 15.32 |
|
|
| Brookline Ban (BRKL) | 0.0 | $133k | -6% | 13k | 9.96 |
|
| Selectquote Ord (SLQT) | 0.0 | $92k | 46k | 2.00 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $80k | +6% | 13k | 5.96 |
|
| Insight Enterprises Note 0.750% 2/1 | 0.0 | $60k | 22k | 2.72 |
|
|
| New York Community Ban (NYCB) | 0.0 | $39k | NEW | 12k | 3.22 |
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $37k | NEW | 10k | 3.72 |
|
| Interdigital Note 2.000% 6/0 | 0.0 | $34k | 26k | 1.30 |
|
|
| Vishay Intertechnology Note 2.250% 6/1 | 0.0 | $17k | 17k | 0.98 |
|
|
| Mfa Finl Note 6.250% 6/1 | 0.0 | $13k | 13k | 1.00 |
|
|
| Draganfly Com New (DPRO) | 0.0 | $2.1k | 11k | 0.19 |
|
Past Filings by Mayflower Financial Advisors
SEC 13F filings are viewable for Mayflower Financial Advisors going back to 2020
- Mayflower Financial Advisors 2024 Q1 filed April 29, 2024
- Mayflower Financial Advisors 2023 Q4 filed Jan. 22, 2024
- Mayflower Financial Advisors 2023 Q3 filed Oct. 12, 2023
- Mayflower Financial Advisors 2023 Q2 filed July 13, 2023
- Mayflower Financial Advisors 2023 Q1 filed April 12, 2023
- Mayflower Financial Advisors 2022 Q4 restated filed Jan. 25, 2023
- Mayflower Financial Advisors 2022 Q4 filed Jan. 19, 2023
- Mayflower Financial Advisors 2022 Q3 restated filed Oct. 19, 2022
- Mayflower Financial Advisors 2022 Q3 filed Oct. 17, 2022
- Mayflower Financial Advisors 2022 Q2 filed July 15, 2022
- Mayflower Financial Advisors 2022 Q1 filed April 21, 2022
- Mayflower Financial Advisors 2021 Q4 filed Jan. 21, 2022
- Mayflower Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Mayflower Financial Advisors 2021 Q2 filed July 29, 2021
- Mayflower Financial Advisors 2021 Q1 filed April 23, 2021
- Mayflower Financial Advisors 2020 Q4 filed April 12, 2021