Mayflower Financial Advisors
Latest statistics and disclosures from Mayflower Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYM, AAPL, MSFT, QUAL, and represent 15.37% of Mayflower Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVE, AVEM, SPMO, JNJ, VRIG, HUBS, SCHD, SPOT, GOOGL, SGOV.
- Started 36 new stock positions in TE, NMR, MKC, IBDT, SGOV, VRIG, LRCX, JAAA, BP, VBR.
- Reduced shares in these 10 stocks: QUAL, IBDQ, MDY, , AVGO, Cushman Wakefield, SCCO, EVCM, EFV, ICE.
- Sold out of its positions in AMSC, CARR, CHD, FIX, HELP, DKNG, DD, EVCM, FTCS, ICE.
- Mayflower Financial Advisors was a net buyer of stock by $13M.
- Mayflower Financial Advisors has $827M in assets under management (AUM), dropping by 3.77%.
- Central Index Key (CIK): 0001852930
Tip: Access up to 7 years of quarterly data
Positions held by Mayflower Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Mayflower Financial Advisors
Mayflower Financial Advisors holds 414 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $40M | 58k | 684.94 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 3.1 | $26M | 324k | 80.22 |
|
|
| Apple (AAPL) | 2.9 | $24M | 88k | 271.86 |
|
|
| Microsoft Corporation (MSFT) | 2.6 | $21M | 44k | 483.62 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $17M | -20% | 83k | 198.62 |
|
| Wayfair Cl A (W) | 2.0 | $16M | 163k | 100.41 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $15M | 120k | 123.26 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $14M | +10% | 523k | 27.43 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.7 | $14M | +3% | 230k | 60.81 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $13M | +32% | 63k | 212.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $13M | +10% | 43k | 313.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $13M | 19k | 681.92 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $12M | 66k | 186.50 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $12M | +3% | 239k | 50.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $11M | 34k | 313.80 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $10M | -2% | 442k | 23.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $10M | 20k | 502.65 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $9.8M | 146k | 67.22 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.1 | $9.4M | +4% | 158k | 59.28 |
|
| Amazon (AMZN) | 1.0 | $8.7M | +3% | 38k | 230.82 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $8.6M | -6% | 120k | 71.41 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.0 | $8.4M | +4% | 180k | 46.54 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $7.8M | +6% | 87k | 89.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $7.4M | -2% | 113k | 66.00 |
|
| Klaviyo Com Ser A (KVYO) | 0.9 | $7.4M | -2% | 227k | 32.47 |
|
| Broadcom (AVGO) | 0.8 | $7.0M | -11% | 20k | 346.10 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $7.0M | 74k | 94.16 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $6.9M | +7% | 57k | 120.18 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $6.7M | +10% | 90k | 74.07 |
|
| Morgan Stanley Com New (MS) | 0.8 | $6.6M | 37k | 177.53 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.8 | $6.5M | +4% | 141k | 46.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $6.5M | +3% | 19k | 335.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $6.3M | +4% | 100k | 62.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $6.2M | -2% | 9.9k | 627.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.7M | -2% | 18k | 322.21 |
|
| Altria (MO) | 0.7 | $5.5M | +15% | 96k | 57.66 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.7 | $5.4M | -5% | 16k | 342.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $5.4M | -7% | 14k | 396.30 |
|
| Meta Platforms Cl A (META) | 0.6 | $5.2M | +8% | 7.9k | 660.07 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.6 | $5.0M | +3% | 131k | 38.56 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $4.9M | +8% | 52k | 95.22 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $4.8M | +17% | 91k | 52.77 |
|
| Johnson & Johnson (JNJ) | 0.6 | $4.8M | +44% | 23k | 206.95 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $4.7M | +5% | 44k | 107.11 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.6 | $4.7M | +9% | 141k | 33.30 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $4.6M | 21k | 219.78 |
|
|
| Schweitzer-Mauduit International (MATV) | 0.6 | $4.6M | 375k | 12.15 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $4.4M | 31k | 141.06 |
|
|
| Abbvie (ABBV) | 0.5 | $4.4M | 19k | 228.48 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $4.4M | +70% | 37k | 119.32 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $4.3M | 24k | 177.75 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $4.2M | 40k | 106.70 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.5 | $4.2M | -5% | 73k | 57.91 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $4.2M | -20% | 6.9k | 603.26 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.0M | 3.8k | 1074.62 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $3.9M | 83k | 47.02 |
|
|
| Visa Com Cl A (V) | 0.5 | $3.9M | -2% | 11k | 350.72 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $3.9M | +90% | 50k | 77.02 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $3.8M | -2% | 44k | 85.37 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $3.8M | +3% | 15k | 246.15 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.5 | $3.7M | 54k | 69.47 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.6M | -2% | 5.9k | 614.29 |
|
| Chevron Corporation (CVX) | 0.4 | $3.6M | -3% | 23k | 152.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.5M | +10% | 19k | 190.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.4M | -2% | 12k | 290.23 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.4 | $3.2M | +10% | 91k | 35.64 |
|
| Honeywell International (HON) | 0.4 | $3.2M | -2% | 17k | 195.09 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $3.2M | 44k | 73.56 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.2M | 22k | 148.69 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $3.2M | +3% | 26k | 121.61 |
|
| Caterpillar (CAT) | 0.4 | $3.1M | 5.3k | 572.83 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $3.0M | 59k | 50.01 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.9M | 24k | 120.34 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $2.9M | -6% | 52k | 55.00 |
|
| Tesla Motors (TSLA) | 0.3 | $2.8M | -3% | 6.2k | 449.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.8M | -5% | 4.8k | 570.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.7M | +5% | 7.1k | 373.44 |
|
| Booking Holdings (BKNG) | 0.3 | $2.6M | +3% | 492.00 | 5355.33 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.6M | 13k | 199.68 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.5M | 20k | 125.29 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $2.4M | 17k | 143.31 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.4M | +21% | 4.9k | 487.85 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $2.3M | +3% | 31k | 75.44 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.3M | 13k | 183.40 |
|
|
| Philip Morris International (PM) | 0.3 | $2.3M | +13% | 14k | 160.40 |
|
| Cisco Systems (CSCO) | 0.3 | $2.2M | 29k | 77.03 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.2M | 15k | 148.98 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.2M | 32k | 67.13 |
|
|
| Cme (CME) | 0.3 | $2.2M | 7.9k | 273.07 |
|
|
| International Business Machines (IBM) | 0.3 | $2.1M | +2% | 7.1k | 296.20 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $2.1M | -4% | 54k | 38.05 |
|
| Home Depot (HD) | 0.2 | $2.1M | +7% | 6.0k | 344.13 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.0M | 14k | 141.14 |
|
|
| Merck & Co (MRK) | 0.2 | $2.0M | 19k | 105.26 |
|
|
| Hubspot (HUBS) | 0.2 | $2.0M | +282% | 5.0k | 401.30 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $2.0M | +10% | 20k | 100.34 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $2.0M | 35k | 55.80 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.0M | 25k | 79.73 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.9M | 6.9k | 276.94 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $1.9M | 29k | 64.79 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.9M | 22k | 83.75 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.9M | +3% | 23k | 81.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.9M | +4% | 19k | 96.03 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.7M | -3% | 30k | 57.24 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $1.7M | -2% | 43k | 40.23 |
|
| Blackrock (BLK) | 0.2 | $1.7M | 1.6k | 1070.56 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 2.0k | 862.45 |
|
|
| Ge Vernova (GEV) | 0.2 | $1.7M | 2.6k | 653.58 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.6M | 2.8k | 579.45 |
|
|
| Southern Copper Corporation (SCCO) | 0.2 | $1.6M | -29% | 11k | 143.47 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.2 | $1.6M | 38k | 41.48 |
|
|
| UnitedHealth (UNH) | 0.2 | $1.6M | -8% | 4.8k | 330.14 |
|
| Pepsi (PEP) | 0.2 | $1.6M | 11k | 143.52 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | -12% | 22k | 69.91 |
|
| Corning Incorporated (GLW) | 0.2 | $1.6M | +12% | 18k | 87.56 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.6M | -2% | 24k | 64.04 |
|
| Goldman Sachs (GS) | 0.2 | $1.5M | -6% | 1.7k | 879.00 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.5M | 22k | 69.42 |
|
|
| TJX Companies (TJX) | 0.2 | $1.5M | -15% | 9.9k | 153.61 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | -10% | 4.9k | 305.61 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.2 | $1.5M | NEW | 59k | 25.10 |
|
| Pfizer (PFE) | 0.2 | $1.5M | +16% | 59k | 24.90 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $1.4M | 20k | 71.45 |
|
|
| Novartis Sponsored Adr (NVS) | 0.2 | $1.4M | 10k | 137.87 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $1.4M | -4% | 14k | 101.67 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.4M | 7.1k | 194.91 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $1.3M | NEW | 2.3k | 580.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | +20% | 24k | 53.76 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.3M | +43% | 53k | 24.23 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.3M | +6% | 4.2k | 303.91 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $1.3M | -7% | 33k | 38.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.3M | 7.8k | 160.97 |
|
|
| Franco-Nevada Corporation (FNV) | 0.2 | $1.2M | 6.0k | 207.28 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.2M | 8.1k | 154.15 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.2M | -15% | 11k | 113.92 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.2M | 68k | 17.67 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $1.2M | 1.1M | 1.08 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | -2% | 3.7k | 318.48 |
|
| Lowe's Companies (LOW) | 0.1 | $1.2M | 4.9k | 241.14 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | 5.5k | 214.16 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.2M | -24% | 3.3k | 351.48 |
|
| American Express Company (AXP) | 0.1 | $1.2M | -14% | 3.1k | 369.99 |
|
| Servicenow (NOW) | 0.1 | $1.1M | +391% | 7.4k | 153.19 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | +4% | 9.7k | 116.69 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1M | +13% | 12k | 96.28 |
|
| American Tower Reit (AMT) | 0.1 | $1.1M | -2% | 6.4k | 175.57 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | 14k | 80.28 |
|
|
| Waste Management (WM) | 0.1 | $1.1M | 5.1k | 219.72 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | 2.3k | 483.64 |
|
|
| Amgen (AMGN) | 0.1 | $1.1M | -3% | 3.4k | 327.31 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.1M | -6% | 35k | 32.06 |
|
| Micron Technology (MU) | 0.1 | $1.1M | 3.9k | 285.41 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | 7.6k | 143.51 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $1.1M | 8.4k | 125.88 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.1M | -4% | 26k | 40.73 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $1.1M | -3% | 15k | 68.60 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $1.0M | +165% | 42k | 24.28 |
|
| At&t (T) | 0.1 | $1.0M | 41k | 24.84 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | -5% | 3.9k | 257.26 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.0M | NEW | 10k | 100.38 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.0M | -7% | 13k | 77.88 |
|
| Boeing Company (BA) | 0.1 | $1.0M | 4.6k | 217.12 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $998k | 33k | 30.20 |
|
|
| Linde SHS (LIN) | 0.1 | $993k | -9% | 2.3k | 426.39 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $990k | +6% | 3.1k | 314.80 |
|
| Wal-Mart Stores (WMT) | 0.1 | $959k | +3% | 8.6k | 111.41 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $958k | 13k | 73.73 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $956k | +2% | 22k | 43.64 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.1 | $941k | 21k | 45.71 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $926k | 39k | 24.04 |
|
|
| Netflix (NFLX) | 0.1 | $899k | +876% | 9.6k | 93.76 |
|
| AmerisourceBergen (COR) | 0.1 | $875k | 2.6k | 337.75 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $871k | +106% | 20k | 44.71 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $865k | 7.4k | 117.21 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $864k | -6% | 3.4k | 257.99 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $847k | -32% | 1.8k | 480.52 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $829k | 10k | 80.37 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $827k | 3.8k | 219.36 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $827k | -3% | 15k | 54.59 |
|
| Wells Fargo & Company (WFC) | 0.1 | $812k | 8.7k | 93.20 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $809k | +17% | 3.5k | 231.32 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $809k | -16% | 4.7k | 173.49 |
|
| Canadian Natl Ry (CNI) | 0.1 | $800k | 8.1k | 98.85 |
|
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $798k | -9% | 17k | 45.88 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $791k | 3.8k | 210.34 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $777k | 14k | 54.71 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $775k | +125% | 9.4k | 82.48 |
|
| Uber Technologies (UBER) | 0.1 | $767k | +9% | 9.4k | 81.71 |
|
| 8x8 (EGHT) | 0.1 | $767k | +2% | 389k | 1.97 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $761k | +3% | 18k | 42.99 |
|
| Spdr S&p 500 Etf Tr Put Put Option (Principal) | 0.1 | $750k | 1.1k | 681.92 |
|
|
| Sofi Technologies (SOFI) | 0.1 | $747k | 29k | 26.18 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $747k | 1.6k | 468.76 |
|
|
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $741k | NEW | 46k | 16.19 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $740k | 17k | 44.50 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $738k | +5% | 7.4k | 99.88 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $735k | 9.3k | 79.36 |
|
|
| 3M Company (MMM) | 0.1 | $722k | -8% | 4.5k | 160.10 |
|
| Cummins (CMI) | 0.1 | $714k | -5% | 1.4k | 510.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $711k | -18% | 2.7k | 268.29 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $705k | 802.00 | 878.96 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $704k | +100% | 4.9k | 143.97 |
|
| salesforce (CRM) | 0.1 | $691k | 2.6k | 264.91 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $683k | -3% | 7.7k | 88.49 |
|
| State Street Corporation (STT) | 0.1 | $681k | 5.3k | 129.01 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $674k | 19k | 36.23 |
|
|
| Ecolab (ECL) | 0.1 | $674k | +3% | 2.6k | 262.51 |
|
| Walt Disney Company (DIS) | 0.1 | $663k | -3% | 5.8k | 113.78 |
|
| Ge Aerospace Com New (GE) | 0.1 | $650k | 2.1k | 308.09 |
|
|
| Ssga Active Tr State Street My (MYCF) | 0.1 | $647k | 26k | 25.04 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $644k | -2% | 3.5k | 184.20 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $638k | +12% | 1.4k | 453.36 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $637k | 5.8k | 110.15 |
|
|
| Williams Companies (WMB) | 0.1 | $627k | -2% | 10k | 60.11 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $619k | 1.3k | 473.30 |
|
|
| S&p Global (SPGI) | 0.1 | $616k | -15% | 1.2k | 522.72 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $614k | NEW | 12k | 51.34 |
|
| Intel Corporation (INTC) | 0.1 | $607k | -7% | 16k | 36.90 |
|
| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $605k | 14k | 44.54 |
|
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $600k | 13k | 47.99 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $600k | +34% | 6.9k | 87.16 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $599k | -6% | 10k | 58.12 |
|
| Medtronic SHS (MDT) | 0.1 | $596k | 6.2k | 96.06 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $595k | 9.2k | 64.42 |
|
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $591k | +2% | 8.7k | 68.15 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $589k | 1.5k | 386.89 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $586k | 6.9k | 84.64 |
|
|
| Chubb (CB) | 0.1 | $583k | -23% | 1.9k | 312.15 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $582k | -3% | 15k | 39.02 |
|
| Quanta Services (PWR) | 0.1 | $582k | 1.4k | 422.06 |
|
|
| Teradyne (TER) | 0.1 | $575k | -23% | 3.0k | 193.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $572k | -6% | 22k | 26.23 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $572k | -15% | 5.7k | 99.91 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $572k | +4% | 7.2k | 79.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $572k | -25% | 11k | 53.83 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $571k | +24% | 5.0k | 114.77 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $553k | +9% | 7.6k | 72.68 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.1 | $552k | 4.2k | 130.80 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $542k | -12% | 5.3k | 101.98 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $532k | 3.8k | 139.16 |
|
|
| Gilead Sciences (GILD) | 0.1 | $530k | +10% | 4.3k | 122.73 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $530k | 4.1k | 128.83 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $529k | 18k | 29.28 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $527k | +42% | 11k | 49.65 |
|
| Trane Technologies SHS (TT) | 0.1 | $519k | 1.3k | 389.20 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $519k | 4.9k | 104.99 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $515k | -2% | 8.9k | 57.85 |
|
| Aon Shs Cl A (AON) | 0.1 | $507k | 1.4k | 352.99 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $506k | -15% | 887.00 | 570.21 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $503k | +15% | 2.2k | 226.19 |
|
| SYSCO Corporation (SYY) | 0.1 | $496k | -4% | 6.7k | 73.69 |
|
| First American Financial (FAF) | 0.1 | $493k | 8.0k | 61.44 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $493k | -7% | 3.9k | 125.82 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $486k | +7% | 454.00 | 1069.86 |
|
| Capital One Financial (COF) | 0.1 | $484k | 2.0k | 242.36 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $474k | 4.9k | 97.13 |
|
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $472k | 13k | 35.33 |
|
|
| ConocoPhillips (COP) | 0.1 | $471k | +3% | 5.0k | 93.62 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $465k | -27% | 4.5k | 102.39 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $462k | 8.3k | 55.58 |
|
|
| Intuit (INTU) | 0.1 | $460k | -32% | 694.00 | 662.42 |
|
| Oneok (OKE) | 0.1 | $458k | -10% | 6.2k | 73.50 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $455k | -43% | 9.4k | 48.68 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $454k | 8.6k | 52.88 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $452k | 3.3k | 136.73 |
|
|
| FedEx Corporation (FDX) | 0.1 | $451k | -4% | 1.6k | 288.93 |
|
| Edwards Lifesciences (EW) | 0.1 | $449k | -5% | 5.3k | 85.25 |
|
| Ford Motor Company (F) | 0.1 | $443k | 34k | 13.12 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $440k | -19% | 4.4k | 99.19 |
|
| Danaher Corporation (DHR) | 0.1 | $439k | -31% | 1.9k | 228.92 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $430k | 13k | 33.81 |
|
|
| Analog Devices (ADI) | 0.1 | $428k | +5% | 1.6k | 271.26 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $425k | -5% | 2.3k | 181.21 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $421k | +91% | 8.0k | 52.72 |
|
| CSX Corporation (CSX) | 0.1 | $417k | 12k | 36.25 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $415k | -2% | 7.7k | 53.94 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $410k | +2% | 11k | 36.21 |
|
| Suncor Energy (SU) | 0.0 | $404k | NEW | 9.1k | 44.36 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $403k | 4.7k | 85.76 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $402k | +2% | 7.1k | 56.62 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $400k | -9% | 5.0k | 80.62 |
|
| L3harris Technologies (LHX) | 0.0 | $399k | +4% | 1.4k | 293.48 |
|
| Republic Services (RSG) | 0.0 | $399k | 1.9k | 211.93 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $398k | 9.0k | 44.47 |
|
|
| Phillips 66 (PSX) | 0.0 | $395k | 3.1k | 129.04 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $392k | 3.0k | 131.03 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $391k | 3.2k | 121.27 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $389k | 1.9k | 201.48 |
|
|
| Consolidated Edison (ED) | 0.0 | $384k | +3% | 3.9k | 99.33 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $380k | 33k | 11.63 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $377k | 2.9k | 131.59 |
|
|
| Bank Montreal Que Cal Lkd 45 (FNGU) | 0.0 | $374k | -11% | 15k | 25.26 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $373k | -7% | 3.4k | 109.90 |
|
| General Motors Company (GM) | 0.0 | $372k | -10% | 4.6k | 81.32 |
|
| Brown & Brown (BRO) | 0.0 | $371k | -14% | 4.7k | 79.70 |
|
| Key (KEY) | 0.0 | $369k | +22% | 18k | 20.64 |
|
| Smucker J M Com New (SJM) | 0.0 | $367k | 3.8k | 97.82 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $365k | 1.7k | 209.12 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $364k | -17% | 1.0k | 349.92 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $362k | 4.8k | 74.94 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $362k | 535.00 | 676.53 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $361k | +3% | 1.2k | 290.27 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $360k | 1.1k | 328.60 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $358k | 257.00 | 1394.19 |
|
|
| Kkr & Co (KKR) | 0.0 | $356k | 2.8k | 127.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $355k | -19% | 12k | 29.89 |
|
| Qualcomm (QCOM) | 0.0 | $353k | +30% | 2.1k | 171.09 |
|
| Marsh & McLennan Companies | 0.0 | $352k | -27% | 1.9k | 185.54 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $351k | -5% | 2.6k | 136.94 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $350k | +4% | 15k | 23.02 |
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $350k | NEW | 16k | 22.32 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $348k | 4.1k | 84.88 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $345k | 7.3k | 47.53 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $344k | NEW | 3.6k | 95.92 |
|
| Marvell Technology (MRVL) | 0.0 | $343k | 4.0k | 84.98 |
|
|
| Deere & Company (DE) | 0.0 | $343k | 736.00 | 465.86 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $340k | +21% | 6.2k | 54.77 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $338k | 9.7k | 34.65 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $337k | +6% | 1.3k | 256.03 |
|
| Curtiss-Wright (CW) | 0.0 | $337k | +2% | 611.00 | 551.27 |
|
| Toast Cl A (TOST) | 0.0 | $336k | 9.5k | 35.51 |
|
|
| Amrize SHS (AMRZ) | 0.0 | $330k | 6.1k | 54.08 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $330k | -5% | 3.4k | 96.88 |
|
| Applied Materials (AMAT) | 0.0 | $329k | 1.3k | 256.99 |
|
|
| Hubbell (HUBB) | 0.0 | $328k | 738.00 | 444.11 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $327k | -2% | 2.8k | 115.74 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $324k | NEW | 4.3k | 75.43 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $323k | -21% | 2.4k | 133.49 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $323k | NEW | 14k | 23.08 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $321k | -5% | 531.00 | 605.01 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $319k | NEW | 6.3k | 50.58 |
|
| Nike CL B (NKE) | 0.0 | $318k | -40% | 5.0k | 63.71 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $316k | -21% | 2.2k | 146.58 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $315k | +7% | 1.4k | 222.63 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $314k | +4% | 4.1k | 77.35 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $314k | 1.9k | 163.34 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $314k | 3.4k | 91.45 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $312k | +13% | 2.6k | 119.75 |
|
| Axon Enterprise (AXON) | 0.0 | $304k | +27% | 536.00 | 567.93 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $300k | 3.2k | 94.36 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $297k | -10% | 2.1k | 141.16 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $297k | 3.6k | 82.77 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $287k | 11k | 25.60 |
|
|
| United Rentals (URI) | 0.0 | $286k | +12% | 353.00 | 809.32 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $285k | -15% | 5.6k | 50.88 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $283k | 17k | 16.49 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $280k | +2% | 7.4k | 38.06 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $278k | +7% | 1.4k | 197.15 |
|
| American Water Works (AWK) | 0.0 | $278k | 2.1k | 130.53 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $277k | NEW | 5.7k | 48.32 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $274k | +9% | 5.1k | 53.93 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.0 | $272k | +6% | 11k | 24.90 |
|
| Emerson Electric (EMR) | 0.0 | $272k | 2.0k | 132.72 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $271k | +27% | 4.8k | 56.81 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $271k | +8% | 6.1k | 44.41 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $269k | NEW | 4.0k | 68.11 |
|
| Unilever Spon Adr New (UL) | 0.0 | $268k | NEW | 4.1k | 65.40 |
|
| Eastern Bankshares (EBC) | 0.0 | $267k | +26% | 15k | 18.43 |
|
| Realty Income (O) | 0.0 | $266k | 4.7k | 56.37 |
|
|
| Commercial Metals Company (CMC) | 0.0 | $266k | NEW | 3.8k | 69.22 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $264k | 1.7k | 155.12 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $263k | NEW | 3.3k | 80.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $263k | 464.00 | 566.36 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $262k | +3% | 1.1k | 246.25 |
|
| Icici Bank Adr (IBN) | 0.0 | $262k | +19% | 8.8k | 29.80 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $262k | +58% | 17k | 15.80 |
|
| Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) | 0.0 | $259k | 5.9k | 43.51 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $258k | 5.0k | 51.10 |
|
|
| Dover Corporation (DOV) | 0.0 | $256k | 1.3k | 195.26 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $254k | 3.1k | 82.82 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $252k | +4% | 6.4k | 39.45 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $248k | 27k | 9.06 |
|
|
| Constellation Energy (CEG) | 0.0 | $246k | +5% | 697.00 | 353.27 |
|
| Kinder Morgan (KMI) | 0.0 | $246k | -19% | 8.9k | 27.49 |
|
| Monster Beverage Corp (MNST) | 0.0 | $244k | +5% | 3.2k | 76.67 |
|
| Ross Stores (ROST) | 0.0 | $243k | 1.3k | 180.14 |
|
|
| Capital Group Global Equity SHS (CGGE) | 0.0 | $239k | 7.6k | 31.63 |
|
|
| Msci (MSCI) | 0.0 | $235k | 409.00 | 573.73 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $232k | -22% | 2.1k | 113.10 |
|
| Travelers Companies (TRV) | 0.0 | $231k | 796.00 | 290.06 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $229k | 4.0k | 56.69 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $229k | -2% | 1.0k | 223.17 |
|
| Southern Company (SO) | 0.0 | $228k | 2.6k | 87.21 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $223k | NEW | 8.8k | 25.45 |
|
| American Electric Power Company (AEP) | 0.0 | $223k | 1.9k | 115.31 |
|
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.0 | $219k | 8.7k | 25.17 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $218k | NEW | 4.1k | 53.36 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $218k | NEW | 1.0k | 214.69 |
|
| Synchrony Financial (SYF) | 0.0 | $217k | NEW | 2.6k | 83.43 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $213k | NEW | 4.2k | 50.58 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $212k | NEW | 991.00 | 214.06 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $211k | 840.00 | 251.17 |
|
|
| Cbiz (CBZ) | 0.0 | $211k | -10% | 4.2k | 50.45 |
|
| Shell Spon Ads (SHEL) | 0.0 | $211k | NEW | 2.9k | 73.48 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $211k | NEW | 4.3k | 49.21 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $210k | NEW | 751.00 | 279.14 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $209k | NEW | 1.2k | 171.18 |
|
| General Dynamics Corporation (GD) | 0.0 | $207k | NEW | 616.00 | 336.66 |
|
| Astrazeneca Sponsored Adr | 0.0 | $206k | NEW | 2.2k | 91.93 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $206k | NEW | 2.2k | 95.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $205k | NEW | 969.00 | 211.79 |
|
| Berkshire Hills Ban (BBT) | 0.0 | $204k | NEW | 7.7k | 26.37 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $201k | -17% | 2.6k | 78.82 |
|
| BP Sponsored Adr (BP) | 0.0 | $201k | NEW | 5.8k | 34.73 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.0 | $164k | +38% | 18k | 9.02 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $163k | +22% | 14k | 11.73 |
|
| Monte Rosa Therapeutics (GLUE) | 0.0 | $157k | NEW | 10k | 15.68 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $146k | -3% | 14k | 10.83 |
|
| T1 Energy Com New (TE) | 0.0 | $143k | NEW | 21k | 6.68 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $105k | NEW | 13k | 8.39 |
|
| Elicio Therapeutics (ELTX) | 0.0 | $80k | 10k | 7.96 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $45k | -5% | 16k | 2.84 |
|
| Selectquote Ord (SLQT) | 0.0 | $40k | -35% | 29k | 1.41 |
|
| Inovio Pharmaceuticals Com Shs (INO) | 0.0 | $22k | NEW | 13k | 1.74 |
|
Past Filings by Mayflower Financial Advisors
SEC 13F filings are viewable for Mayflower Financial Advisors going back to 2020
- Mayflower Financial Advisors 2025 Q4 filed Jan. 13, 2026
- Mayflower Financial Advisors 2025 Q3 filed Oct. 17, 2025
- Mayflower Financial Advisors 2025 Q2 filed Aug. 4, 2025
- Mayflower Financial Advisors 2025 Q1 filed May 2, 2025
- Mayflower Financial Advisors 2024 Q4 filed Jan. 22, 2025
- Mayflower Financial Advisors 2024 Q3 filed Nov. 4, 2024
- Mayflower Financial Advisors 2024 Q2 filed Aug. 2, 2024
- 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