Mayflower Financial Advisors
Latest statistics and disclosures from Mayflower Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, KVYO, AAPL, SPLG, MSFT, and represent 19.35% of Mayflower Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: KVYO (+$16M), AVGO, EFV, IUSB, VGLT, SCHD, IBDQ, EMXC, QUAL, BINC.
- Started 26 new stock positions in ASML, LAZR, JCI, IGM, PYPL, FERG, VGLT, SCHJ, BR, PI.
- Reduced shares in these 10 stocks: BLK (-$394M), VRTX (-$339M), IVV (-$20M), BAC (-$9.5M), TIP (-$6.3M), VCSH, SDY, ESGU, BND, ESGD.
- Sold out of its positions in AMAT, BP, DPRO, FTGC, HEFA, MAR, PSK, SPH, Ferguson Plc F, CRSP.
- Mayflower Financial Advisors was a net seller of stock by $-749M.
- Mayflower Financial Advisors has $665M in assets under management (AUM), dropping by 9.09%.
- Central Index Key (CIK): 0001852930
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Portfolio Holdings for Mayflower Financial Advisors
Mayflower Financial Advisors holds 372 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $46M | -30% | 80k | 576.82 |
|
| Klaviyo Com Ser A (KVYO) | 3.6 | $24M | +181% | 685k | 35.38 |
|
| Apple (AAPL) | 3.1 | $21M | -2% | 89k | 232.96 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.9 | $19M | -2% | 284k | 67.51 |
|
| Microsoft Corporation (MSFT) | 2.8 | $19M | 43k | 430.30 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $13M | +9% | 75k | 179.29 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $13M | 22k | 573.75 |
|
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| Ishares Tr Core Total Usd (IUSB) | 1.8 | $12M | +30% | 254k | 47.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $11M | -3% | 181k | 62.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $11M | 114k | 95.75 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $9.5M | 21k | 460.27 |
|
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| Wayfair Cl A (W) | 1.4 | $9.1M | 163k | 56.18 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.3 | $8.5M | +8% | 179k | 47.52 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $7.8M | 64k | 121.44 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.1 | $7.6M | +10% | 154k | 49.47 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $7.4M | 68k | 108.63 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $7.2M | -3% | 79k | 91.31 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $6.5M | 83k | 78.06 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $6.4M | -2% | 55k | 116.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.4M | 39k | 165.85 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $6.3M | +26% | 75k | 84.52 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $6.3M | +148% | 110k | 57.53 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $6.0M | -3% | 55k | 107.65 |
|
| Amazon (AMZN) | 0.9 | $5.9M | 32k | 186.33 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $5.8M | 110k | 52.81 |
|
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| Schweitzer-Mauduit International (MATV) | 0.9 | $5.8M | 340k | 16.99 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $5.7M | -28% | 76k | 75.12 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $5.6M | +5% | 28k | 197.17 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $5.5M | 9.7k | 569.67 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.3M | -9% | 19k | 283.17 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $5.3M | 19k | 276.76 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $4.9M | 96k | 51.12 |
|
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $4.9M | 46k | 106.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.8M | 29k | 167.19 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.7 | $4.8M | 102k | 46.83 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $4.7M | -15% | 83k | 57.41 |
|
| Broadcom (AVGO) | 0.7 | $4.4M | +843% | 26k | 172.50 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $4.3M | 36k | 117.22 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.1M | +25% | 7.8k | 527.66 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $4.1M | 19k | 210.86 |
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| Morgan Stanley Com New (MS) | 0.6 | $4.1M | 39k | 104.24 |
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| Meta Platforms Cl A (META) | 0.6 | $3.9M | 6.8k | 572.44 |
|
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| Ishares Msci Emrg Chn (EMXC) | 0.6 | $3.8M | +43% | 62k | 61.11 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $3.7M | +8% | 39k | 95.81 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $3.7M | 25k | 151.62 |
|
|
| Honeywell International (HON) | 0.5 | $3.6M | 17k | 206.72 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $3.5M | -3% | 29k | 119.70 |
|
| Altria (MO) | 0.5 | $3.4M | 67k | 51.04 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $3.4M | 15k | 220.88 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.3M | 14k | 243.07 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $3.2M | 12k | 263.83 |
|
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| Visa Com Cl A (V) | 0.5 | $3.2M | +3% | 12k | 274.96 |
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| Abbvie (ABBV) | 0.5 | $3.2M | 16k | 197.48 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $2.9M | 25k | 117.62 |
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| Procter & Gamble Company (PG) | 0.4 | $2.9M | -2% | 17k | 173.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.9M | 15k | 198.06 |
|
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| Merck & Co (MRK) | 0.4 | $2.9M | -4% | 25k | 113.56 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $2.8M | -9% | 44k | 63.00 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.8M | 3.1k | 885.80 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.4 | $2.8M | 59k | 47.13 |
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| Chevron Corporation (CVX) | 0.4 | $2.5M | +14% | 17k | 147.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.5M | -6% | 15k | 174.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.5M | 5.1k | 488.06 |
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| UnitedHealth (UNH) | 0.4 | $2.5M | 4.3k | 584.66 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.5M | -5% | 15k | 162.06 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.4 | $2.4M | +58% | 46k | 53.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $2.4M | +2% | 19k | 125.62 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.2M | -54% | 18k | 126.18 |
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| Bank of America Corporation (BAC) | 0.3 | $2.2M | -81% | 56k | 39.68 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.2M | -14% | 23k | 98.10 |
|
| Pepsi (PEP) | 0.3 | $2.2M | -4% | 13k | 170.05 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | 4.3k | 493.80 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $2.1M | 16k | 135.07 |
|
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.1M | 36k | 57.22 |
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| Home Depot (HD) | 0.3 | $2.0M | 5.1k | 405.22 |
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| Booking Holdings (BKNG) | 0.3 | $2.0M | 469.00 | 4212.12 |
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| American Tower Reit (AMT) | 0.3 | $2.0M | -8% | 8.5k | 232.57 |
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| Abbott Laboratories (ABT) | 0.3 | $2.0M | 17k | 114.01 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $2.0M | 3.4k | 584.54 |
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| Southern Copper Corporation (SCCO) | 0.3 | $2.0M | -5% | 17k | 115.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.9M | 23k | 83.63 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.9M | -72% | 24k | 79.42 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.9M | -2% | 15k | 121.16 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.9M | 3.0k | 618.57 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.8M | +5% | 22k | 83.75 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.8M | +10% | 30k | 59.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.8M | +2% | 27k | 64.74 |
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| Cme (CME) | 0.3 | $1.7M | 7.9k | 220.66 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.7M | 5.4k | 314.39 |
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| TJX Companies (TJX) | 0.3 | $1.7M | -4% | 15k | 117.54 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | 1.9k | 886.34 |
|
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| Philip Morris International (PM) | 0.3 | $1.7M | -5% | 14k | 121.40 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $1.7M | -2% | 27k | 62.70 |
|
| Coca-Cola Company (KO) | 0.2 | $1.6M | -21% | 23k | 71.86 |
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| Cisco Systems (CSCO) | 0.2 | $1.6M | -6% | 30k | 53.22 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $1.6M | NEW | 26k | 61.54 |
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| BlackRock (BLK) | 0.2 | $1.6M | -99% | 1.7k | 949.69 |
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| Caterpillar (CAT) | 0.2 | $1.6M | 4.0k | 391.12 |
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| Evercommerce (EVCM) | 0.2 | $1.5M | 146k | 10.36 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $1.4M | +4% | 49k | 29.53 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $1.4M | +30% | 25k | 58.27 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $1.4M | +463% | 57k | 25.10 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.4M | -2% | 9.4k | 153.12 |
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| Pfizer (PFE) | 0.2 | $1.4M | +4% | 49k | 28.94 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | -3% | 4.6k | 304.49 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.4M | -13% | 14k | 100.69 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | +38% | 2.7k | 517.81 |
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| Lowe's Companies (LOW) | 0.2 | $1.4M | 5.1k | 270.87 |
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| International Business Machines (IBM) | 0.2 | $1.4M | 6.2k | 221.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.3M | +2% | 21k | 62.69 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $1.3M | +13% | 44k | 30.72 |
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| Amgen (AMGN) | 0.2 | $1.3M | 4.1k | 322.21 |
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| Servicenow (NOW) | 0.2 | $1.3M | 1.4k | 894.39 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | 7.5k | 170.39 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.2M | +4% | 7.5k | 164.08 |
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| Automatic Data Processing (ADP) | 0.2 | $1.2M | -5% | 4.5k | 276.70 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | 4.6k | 261.63 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $1.2M | +8% | 35k | 34.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.2M | 25k | 47.85 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.2M | 14k | 85.63 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $1.2M | 10k | 115.02 |
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| Verizon Communications (VZ) | 0.2 | $1.2M | 26k | 44.91 |
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| Nextera Energy (NEE) | 0.2 | $1.2M | 14k | 84.53 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.2M | 2.7k | 423.12 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $1.1M | +83% | 34k | 33.25 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 5.5k | 206.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.1M | -5% | 2.9k | 383.94 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $1.1M | -12% | 8.9k | 124.25 |
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| Stryker Corporation (SYK) | 0.2 | $1.1M | -2% | 3.0k | 361.22 |
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| Canadian Natl Ry (CNI) | 0.2 | $1.1M | -2% | 9.3k | 117.15 |
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| Linde SHS (LIN) | 0.2 | $1.1M | +2% | 2.2k | 476.86 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $1.1M | 35k | 30.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.1M | 14k | 73.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.0M | -6% | 10k | 101.27 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $1.0M | 18k | 59.21 |
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| Waste Management (WM) | 0.2 | $1.0M | +16% | 5.0k | 207.61 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.0M | 3.1k | 331.44 |
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| American Express Company (AXP) | 0.2 | $1.0M | -5% | 3.7k | 271.21 |
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| salesforce (CRM) | 0.2 | $1.0M | 3.7k | 273.71 |
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| Goldman Sachs (GS) | 0.2 | $1.0M | 2.0k | 495.11 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $1.0M | 16k | 62.06 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $995k | 27k | 37.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $972k | +7% | 2.8k | 353.46 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $962k | 8.8k | 109.33 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $952k | +9% | 20k | 46.97 |
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| Zoetis Cl A (ZTS) | 0.1 | $947k | 4.8k | 195.38 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $936k | -10% | 12k | 78.37 |
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| Watsco, Incorporated (WSO) | 0.1 | $900k | 1.8k | 491.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $890k | -3% | 6.9k | 128.20 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $864k | 17k | 49.70 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $863k | 26k | 33.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $861k | +8% | 3.6k | 237.22 |
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| Nike CL B (NKE) | 0.1 | $852k | +5% | 9.6k | 88.40 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $836k | 14k | 59.23 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $835k | -5% | 8.6k | 97.42 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $821k | +13% | 13k | 64.62 |
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| Enterprise Products Partners (EPD) | 0.1 | $811k | +16% | 28k | 29.11 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $811k | 7.0k | 115.30 |
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| At&t (T) | 0.1 | $806k | -2% | 37k | 22.00 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $802k | 32k | 25.39 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $800k | 6.7k | 119.07 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $797k | 9.1k | 87.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $792k | 19k | 41.12 |
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| 8x8 (EGHT) | 0.1 | $781k | 383k | 2.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $780k | -2% | 3.5k | 225.76 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $777k | 19k | 41.77 |
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| Oneok (OKE) | 0.1 | $758k | +23% | 8.3k | 91.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $751k | -6% | 4.0k | 189.80 |
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| Corning Incorporated (GLW) | 0.1 | $748k | 17k | 45.15 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $746k | 2.8k | 263.29 |
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| Spdr S&p 500 Etf Tr Put Put Option (Principal) | 0.1 | $743k | 1.3k | 571.56 |
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| Colgate-Palmolive Company (CL) | 0.1 | $732k | -22% | 7.0k | 103.81 |
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| Union Pacific Corporation (UNP) | 0.1 | $726k | 2.9k | 246.48 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $723k | 18k | 41.19 |
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| CVS Caremark Corporation (CVS) | 0.1 | $708k | 11k | 62.88 |
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| Shopify Cl A (SHOP) | 0.1 | $699k | 8.7k | 80.14 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $697k | -6% | 6.4k | 109.04 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $689k | -99% | 1.5k | 465.08 |
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| United Parcel Service CL B (UPS) | 0.1 | $687k | -5% | 5.0k | 136.33 |
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| Walt Disney Company (DIS) | 0.1 | $684k | +2% | 7.1k | 96.19 |
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| Danaher Corporation (DHR) | 0.1 | $683k | -3% | 2.5k | 278.02 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $676k | 14k | 48.14 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $669k | 6.1k | 110.63 |
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| Cushman Wakefield SHS (CWK) | 0.1 | $661k | 49k | 13.63 |
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| Ge Vernova (GEV) | 0.1 | $660k | +13% | 2.6k | 254.98 |
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| Intel Corporation (INTC) | 0.1 | $645k | 28k | 23.46 |
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| Ford Motor Company (F) | 0.1 | $641k | 61k | 10.56 |
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| Smucker J M Com New (SJM) | 0.1 | $640k | 5.3k | 121.09 |
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| Citigroup Com New (C) | 0.1 | $627k | +44% | 10k | 62.60 |
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| Ecolab (ECL) | 0.1 | $614k | 2.4k | 255.32 |
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| Medtronic SHS (MDT) | 0.1 | $613k | -18% | 6.8k | 90.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $612k | +6% | 3.5k | 173.67 |
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| Chubb (CB) | 0.1 | $610k | 2.1k | 288.33 |
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| 3M Company (MMM) | 0.1 | $603k | -4% | 4.4k | 136.69 |
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| T. Rowe Price (TROW) | 0.1 | $603k | 5.5k | 108.93 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $592k | -7% | 13k | 44.79 |
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| AmerisourceBergen (COR) | 0.1 | $585k | 2.6k | 225.08 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $585k | NEW | 9.2k | 63.26 |
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| First American Financial (FAF) | 0.1 | $579k | -4% | 8.8k | 66.01 |
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| Brown & Brown (BRO) | 0.1 | $573k | 5.5k | 103.60 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $573k | -87% | 4.0k | 142.04 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $571k | -24% | 12k | 45.86 |
|
| Wal-Mart Stores (WMT) | 0.1 | $564k | 7.0k | 80.75 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $553k | 1.2k | 459.99 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $549k | +42% | 2.0k | 280.47 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $541k | 16k | 33.71 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $532k | 23k | 23.45 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $531k | 18k | 29.41 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $530k | 17k | 32.15 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $524k | +9% | 14k | 36.44 |
|
| Cummins (CMI) | 0.1 | $518k | 1.6k | 323.70 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $517k | 7.8k | 66.52 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $517k | 1.5k | 341.80 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $515k | 1.3k | 388.73 |
|
|
| Teradyne (TER) | 0.1 | $512k | 3.8k | 133.93 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $508k | 6.5k | 78.06 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $506k | +3% | 5.4k | 93.58 |
|
| S&p Global (SPGI) | 0.1 | $504k | +27% | 975.00 | 516.77 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $502k | 1.5k | 326.76 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $498k | 9.5k | 52.66 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $497k | 9.5k | 52.55 |
|
|
| State Street Corporation (STT) | 0.1 | $485k | 5.5k | 88.47 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $485k | -2% | 6.7k | 72.63 |
|
| Snowflake Cl A (SNOW) | 0.1 | $482k | +39% | 4.2k | 114.86 |
|
| Boeing Company (BA) | 0.1 | $475k | -5% | 3.1k | 152.04 |
|
| ConocoPhillips (COP) | 0.1 | $473k | 4.5k | 105.28 |
|
|
| FedEx Corporation (FDX) | 0.1 | $470k | 1.7k | 273.64 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $468k | -5% | 7.2k | 64.81 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $461k | +52% | 1.2k | 375.38 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $461k | 4.2k | 108.79 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $460k | +32% | 19k | 24.30 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $460k | +3% | 728.00 | 631.82 |
|
| Arista Networks (ANET) | 0.1 | $459k | -7% | 1.2k | 383.82 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $457k | 4.2k | 109.65 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $452k | NEW | 6.6k | 68.28 |
|
| Aon Shs Cl A (AON) | 0.1 | $451k | 1.3k | 345.99 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $449k | 2.0k | 223.11 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $448k | -53% | 6.3k | 71.17 |
|
| Phillips 66 (PSX) | 0.1 | $447k | 3.4k | 131.46 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $441k | -93% | 4.0k | 110.47 |
|
| Uber Technologies (UBER) | 0.1 | $440k | +3% | 5.9k | 75.16 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $438k | +2% | 8.5k | 51.74 |
|
| Netflix (NFLX) | 0.1 | $438k | +4% | 617.00 | 709.27 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $432k | -6% | 5.4k | 80.29 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $419k | 2.5k | 166.82 |
|
|
| Cbiz (CBZ) | 0.1 | $411k | 6.1k | 67.29 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $410k | 5.0k | 82.54 |
|
|
| Quanta Services (PWR) | 0.1 | $409k | 1.4k | 298.15 |
|
|
| CSX Corporation (CSX) | 0.1 | $408k | 12k | 34.53 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $406k | 826.00 | 491.27 |
|
|
| Micron Technology (MU) | 0.1 | $400k | +2% | 3.9k | 103.71 |
|
| Ge Aerospace Com New (GE) | 0.1 | $399k | +3% | 2.1k | 188.61 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $391k | NEW | 33k | 11.97 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $391k | 1.5k | 257.61 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $389k | -25% | 5.7k | 67.73 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $388k | +6% | 3.8k | 101.52 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $388k | NEW | 2.0k | 198.57 |
|
| Analog Devices (ADI) | 0.1 | $376k | 1.6k | 230.22 |
|
|
| Republic Services (RSG) | 0.1 | $373k | 1.9k | 200.84 |
|
|
| Mettler-Toledo International (MTD) | 0.1 | $370k | 247.00 | 1499.70 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $367k | 5.0k | 73.01 |
|
|
| Church & Dwight (CHD) | 0.1 | $365k | -10% | 3.5k | 104.72 |
|
| Consolidated Edison (ED) | 0.1 | $364k | 3.5k | 104.14 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $363k | 5.5k | 65.99 |
|
|
| Vanguard World Financials Etf (VFH) | 0.1 | $363k | -22% | 3.3k | 109.91 |
|
| Dow (DOW) | 0.1 | $362k | -5% | 6.6k | 54.63 |
|
| Deere & Company (DE) | 0.1 | $362k | 868.00 | 417.48 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $361k | 2.9k | 123.62 |
|
|
| Kkr & Co (KKR) | 0.1 | $355k | 2.7k | 130.58 |
|
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $353k | 7.6k | 46.34 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $353k | +18% | 5.0k | 70.26 |
|
| Teradyne Put Put Option (Principal) | 0.1 | $348k | 2.6k | 133.93 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $341k | -10% | 3.7k | 91.93 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $338k | -3% | 3.4k | 98.81 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $334k | -76% | 4.0k | 84.17 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $331k | -8% | 1.1k | 294.53 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $328k | 2.4k | 139.49 |
|
|
| Realty Income (O) | 0.0 | $327k | +2% | 5.2k | 63.42 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $326k | 9.6k | 33.86 |
|
|
| Qualcomm (QCOM) | 0.0 | $325k | +2% | 1.9k | 170.02 |
|
| Marvell Technology (MRVL) | 0.0 | $325k | 4.5k | 72.12 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $320k | -35% | 1.8k | 178.12 |
|
| Hubbell (HUBB) | 0.0 | $319k | 745.00 | 428.35 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $315k | 1.7k | 181.99 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $315k | 4.1k | 76.68 |
|
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $315k | -4% | 6.3k | 49.79 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $314k | 2.7k | 117.29 |
|
|
| Nucor Corporation (NUE) | 0.0 | $311k | 2.1k | 150.34 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $309k | 3.0k | 101.33 |
|
|
| American Water Works (AWK) | 0.0 | $306k | -4% | 2.1k | 146.27 |
|
| Wells Fargo & Company (WFC) | 0.0 | $300k | +3% | 5.3k | 56.49 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $300k | 8.9k | 33.65 |
|
|
| L3harris Technologies (LHX) | 0.0 | $298k | -2% | 1.3k | 237.79 |
|
| Illinois Tool Works (ITW) | 0.0 | $294k | 1.1k | 262.02 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $290k | -37% | 3.0k | 95.96 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $288k | -5% | 14k | 20.66 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $288k | +2% | 6.9k | 41.95 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $288k | +42% | 740.00 | 389.12 |
|
| Unilever Spon Adr New (UL) | 0.0 | $283k | +3% | 4.4k | 64.96 |
|
| Toast Cl A (TOST) | 0.0 | $283k | 10k | 28.31 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $280k | NEW | 3.6k | 78.03 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $277k | -44% | 525.00 | 528.07 |
|
| Carrier Global Corporation (CARR) | 0.0 | $277k | -5% | 3.4k | 80.50 |
|
| Kinder Morgan (KMI) | 0.0 | $276k | 13k | 22.09 |
|
|
| United Rentals (URI) | 0.0 | $275k | +3% | 339.00 | 809.73 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $273k | NEW | 3.7k | 74.59 |
|
| Dupont De Nemours (DD) | 0.0 | $270k | -2% | 3.0k | 89.11 |
|
| Kraft Heinz (KHC) | 0.0 | $270k | 7.7k | 35.11 |
|
|
| Iron Mountain (IRM) | 0.0 | $268k | 2.3k | 118.83 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $264k | 4.8k | 54.93 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $264k | 16k | 16.05 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $263k | +11% | 8.7k | 30.15 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $261k | 3.3k | 78.68 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $260k | -11% | 1.9k | 136.10 |
|
| Key (KEY) | 0.0 | $259k | 16k | 16.75 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $256k | NEW | 847.00 | 302.20 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $254k | -14% | 5.6k | 45.32 |
|
| Dover Corporation (DOV) | 0.0 | $253k | 1.3k | 191.76 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $251k | 497.00 | 505.22 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $250k | -38% | 5.0k | 50.28 |
|
| Intercontinental Exchange (ICE) | 0.0 | $249k | NEW | 1.6k | 160.64 |
|
| Dell Technologies CL C (DELL) | 0.0 | $248k | -19% | 2.1k | 118.54 |
|
| Air Products & Chemicals (APD) | 0.0 | $248k | -7% | 833.00 | 297.56 |
|
| Comfort Systems USA (FIX) | 0.0 | $247k | -17% | 633.00 | 390.30 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $247k | NEW | 27k | 9.02 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $245k | NEW | 3.5k | 69.67 |
|
| Target Corporation (TGT) | 0.0 | $241k | 1.5k | 155.86 |
|
|
| Impinj (PI) | 0.0 | $241k | NEW | 1.1k | 216.52 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $241k | 6.6k | 36.58 |
|
|
| Msci (MSCI) | 0.0 | $240k | NEW | 411.00 | 582.93 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $238k | 8.4k | 28.41 |
|
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $237k | 3.4k | 69.44 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $236k | -7% | 2.1k | 112.98 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $235k | NEW | 3.0k | 77.61 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.0 | $233k | NEW | 4.7k | 49.61 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $229k | 2.9k | 77.91 |
|
|
| Intuit (INTU) | 0.0 | $229k | +7% | 368.00 | 621.00 |
|
| Emerson Electric (EMR) | 0.0 | $227k | +12% | 2.1k | 109.37 |
|
| Intapp (INTA) | 0.0 | $226k | -30% | 4.7k | 47.83 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $225k | 1.7k | 135.44 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $225k | NEW | 1.0k | 215.03 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $224k | NEW | 4.9k | 45.73 |
|
| Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) | 0.0 | $223k | 5.9k | 37.52 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $222k | -6% | 4.1k | 53.63 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $222k | NEW | 2.7k | 82.31 |
|
| General Motors Company (GM) | 0.0 | $221k | +2% | 4.9k | 44.84 |
|
| Southern Company (SO) | 0.0 | $221k | -18% | 2.4k | 90.19 |
|
| Starbucks Corporation (SBUX) | 0.0 | $218k | NEW | 2.2k | 97.51 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $218k | 3.3k | 66.37 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $218k | 4.2k | 51.50 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $215k | 4.2k | 51.24 |
|
|
| Paychex (PAYX) | 0.0 | $215k | NEW | 1.6k | 134.17 |
|
| Discover Financial Services (DFS) | 0.0 | $213k | -15% | 1.5k | 140.29 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $211k | NEW | 3.0k | 70.83 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $208k | -17% | 2.3k | 90.80 |
|
| Icici Bank Adr (IBN) | 0.0 | $208k | 7.0k | 29.85 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $207k | NEW | 2.2k | 95.94 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $207k | NEW | 248.00 | 833.25 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $206k | NEW | 5.5k | 37.56 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $206k | -16% | 8.4k | 24.37 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $202k | NEW | 1.9k | 106.12 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $192k | -10% | 17k | 11.28 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $180k | 10k | 18.04 |
|
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $174k | 11k | 16.61 |
|
|
| Brookline Ban (BRKL) | 0.0 | $165k | +38% | 16k | 10.09 |
|
| Selectquote Ord (SLQT) | 0.0 | $96k | -4% | 44k | 2.17 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $76k | +11% | 12k | 6.48 |
|
| Insight Enterprises Note 0.750% 2/1 | 0.0 | $69k | 22k | 3.13 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $46k | 10k | 4.55 |
|
|
| Vishay Intertechnology Note 2.250% 6/1 | 0.0 | $17k | 17k | 0.97 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $9.5k | NEW | 11k | 0.90 |
|
Past Filings by Mayflower Financial Advisors
SEC 13F filings are viewable for Mayflower Financial Advisors going back to 2020
- 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
- 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