Mayflower Financial Advisors
Latest statistics and disclosures from Mayflower Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MCD, DUK, SPLG, PG, and represent 20.25% of Mayflower Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$5.0M), VTEB, TFI, IUSB, SHV, QUAL, SCHZ, TLT, EMXC, IYW.
- Started 22 new stock positions in NOC, SCHA, ANET, EMXC, IXC, BTZ, CGDG, CGUS, DFS, QCOM. MMC, WFC, PLMJU, SPTS, ROBO, USB, JHML, OCTT, SHV, ULTA, NFLX, ISTB.
- Reduced shares in these 10 stocks: MUB (-$6.6M), BND, IJH, USMV, BIV, , VMware, EFG, IVV, CVX.
- Sold out of its positions in CI, DVN, DEO, ES, GSK, LIT, IXJ, IEF, IWR, LDEM. NGL, PAYC, CORP, PXD, SH, SHEL, SAND, UL, VMware.
- Mayflower Financial Advisors was a net buyer of stock by $6.2M.
- Mayflower Financial Advisors has $724M in assets under management (AUM), dropping by 8.33%.
- Central Index Key (CIK): 0001852930
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Portfolio Holdings for Mayflower Financial Advisors
Mayflower Financial Advisors holds 343 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $47M | 117k | 401.13 |
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| McDonald's Corporation (MCD) | 4.5 | $32M | 109k | 296.51 |
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| Duke Energy Corp Com New (DUK) | 3.8 | $28M | 286k | 97.04 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.8 | $20M | +33% | 359k | 55.90 |
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| Procter & Gamble Company (PG) | 2.7 | $19M | 132k | 146.54 |
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| Apple (AAPL) | 2.6 | $19M | 101k | 183.78 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $17M | -2% | 169k | 99.98 |
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| Microsoft Corporation (MSFT) | 2.3 | $17M | 44k | 376.04 |
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| Abbvie (ABBV) | 2.0 | $15M | 95k | 154.97 |
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| United Parcel Service CL B (UPS) | 1.9 | $14M | 86k | 157.23 |
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| Chevron Corporation (CVX) | 1.8 | $13M | -3% | 90k | 149.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $11M | -7% | 40k | 277.15 |
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| Bristol Myers Squibb (BMY) | 1.5 | $11M | 213k | 51.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $11M | +2% | 22k | 475.31 |
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| Wayfair Cl A (W) | 1.4 | $10M | 163k | 61.70 |
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| Altria (MO) | 1.3 | $9.7M | 242k | 40.34 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $8.7M | -17% | 119k | 73.55 |
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| Nextera Energy (NEE) | 1.1 | $8.2M | 135k | 60.74 |
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| Pepsi (PEP) | 1.1 | $7.9M | 47k | 169.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $7.8M | +21% | 53k | 147.14 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $7.7M | -8% | 99k | 78.03 |
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| Southern Company (SO) | 1.0 | $7.2M | 103k | 70.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $7.2M | 20k | 356.67 |
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| Ishares Tr National Mun Etf (MUB) | 1.0 | $6.9M | -48% | 64k | 108.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $6.9M | -3% | 64k | 108.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $6.2M | 45k | 139.69 |
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| International Business Machines (IBM) | 0.9 | $6.2M | -2% | 38k | 163.55 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $5.9M | -3% | 84k | 70.35 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.8 | $5.7M | +28% | 121k | 46.62 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $5.5M | +16% | 25k | 223.39 |
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| Verizon Communications (VZ) | 0.8 | $5.5M | -5% | 146k | 37.70 |
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| Ishares Tr Core Total Usd (IUSB) | 0.8 | $5.5M | +67% | 119k | 46.07 |
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| Amazon (AMZN) | 0.7 | $5.3M | 195k | 27.22 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $5.3M | +6% | 50k | 105.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $5.2M | -3% | 108k | 47.90 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $5.1M | 10k | 507.39 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.1M | 10k | 495.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $5.0M | +9% | 66k | 76.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $4.9M | -2% | 21k | 237.22 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.7 | $4.8M | +190% | 102k | 47.00 |
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| Schweitzer-Mauduit International (MATV) | 0.7 | $4.8M | +3% | 313k | 15.31 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $4.6M | +237% | 90k | 51.05 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $4.4M | -2% | 87k | 50.58 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $4.2M | +18% | 80k | 52.10 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $4.2M | +5% | 55k | 75.10 |
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| Honeywell International (HON) | 0.6 | $4.2M | -2% | 20k | 209.71 |
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| Morgan Stanley Com New (MS) | 0.5 | $3.8M | -4% | 41k | 93.25 |
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| 3M Company (MMM) | 0.5 | $3.7M | 34k | 109.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.7M | +9% | 26k | 140.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.6M | 8.3k | 436.81 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.5M | -4% | 20k | 170.10 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $3.4M | +7% | 54k | 63.69 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.2M | -2% | 16k | 200.70 |
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| Broadcom (AVGO) | 0.4 | $3.2M | +18% | 2.8k | 1116.42 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $3.1M | 31k | 102.88 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $3.1M | -14% | 32k | 96.85 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.1M | 20k | 156.74 |
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| Merck & Co (MRK) | 0.4 | $3.0M | -2% | 27k | 109.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.9M | 13k | 232.64 |
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| Meta Platforms Cl A (META) | 0.4 | $2.9M | 8.3k | 353.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.9M | 17k | 170.40 |
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| Visa Com Cl A (V) | 0.4 | $2.8M | 11k | 260.36 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $2.7M | -3% | 49k | 56.14 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $2.7M | +4% | 26k | 101.99 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.6M | +57% | 22k | 122.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.6M | 14k | 191.16 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $2.5M | 26k | 94.08 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.4M | +82% | 25k | 98.88 |
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| At&t (T) | 0.3 | $2.4M | -4% | 143k | 16.78 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.3M | 15k | 149.50 |
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| American Tower Reit (AMT) | 0.3 | $2.2M | 10k | 215.87 |
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| Tesla Motors (TSLA) | 0.3 | $2.2M | 8.8k | 248.48 |
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| UnitedHealth (UNH) | 0.3 | $2.1M | +3% | 4.0k | 526.52 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $2.1M | +17% | 49k | 42.52 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.1M | 20k | 105.23 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $2.0M | -12% | 20k | 99.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.0M | -7% | 4.8k | 409.49 |
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| Home Depot (HD) | 0.3 | $1.9M | -10% | 5.6k | 346.54 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.9M | 37k | 51.04 |
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| Abbott Laboratories (ABT) | 0.3 | $1.9M | 17k | 110.07 |
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| Coca-Cola Company (KO) | 0.3 | $1.8M | +2% | 31k | 58.93 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.8M | 16k | 117.22 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.8M | +2% | 3.1k | 582.98 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.8M | -3% | 85k | 21.34 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.8M | 24k | 75.35 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.8M | -20% | 35k | 50.47 |
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| Consolidated Edison (ED) | 0.2 | $1.7M | -10% | 19k | 90.97 |
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| Cisco Systems (CSCO) | 0.2 | $1.7M | -4% | 34k | 50.52 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | 4.0k | 426.52 |
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| Booking Holdings (BKNG) | 0.2 | $1.7M | -2% | 466.00 | 3547.22 |
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| Southern Copper Corporation (SCCO) | 0.2 | $1.6M | 19k | 86.07 |
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| Evercommerce (EVCM) | 0.2 | $1.6M | 146k | 11.03 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.6M | -4% | 29k | 55.59 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.6M | 6.0k | 262.26 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $1.6M | -23% | 59k | 26.51 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.6M | -4% | 19k | 81.28 |
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| Bank of America Corporation (BAC) | 0.2 | $1.6M | 299k | 5.20 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 3.4k | 453.28 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.5M | -10% | 2.8k | 530.79 |
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| Intel Corporation (INTC) | 0.2 | $1.5M | 29k | 50.25 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.4M | 25k | 57.96 |
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| 8x8 (EGHT) | 0.2 | $1.4M | 381k | 3.78 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $1.4M | NEW | 13k | 110.13 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | -5% | 2.4k | 596.68 |
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| BlackRock (BLK) | 0.2 | $1.4M | 1.7k | 811.60 |
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| TJX Companies (TJX) | 0.2 | $1.4M | +10% | 15k | 93.81 |
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| Philip Morris International (PM) | 0.2 | $1.4M | 14k | 94.08 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | -13% | 16k | 84.14 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $1.3M | 12k | 110.81 |
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| Pfizer (PFE) | 0.2 | $1.3M | -8% | 46k | 28.79 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $1.2M | -19% | 24k | 52.86 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.8k | 660.25 |
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| Canadian Natl Ry (CNI) | 0.2 | $1.2M | 9.7k | 125.63 |
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| Automatic Data Processing (ADP) | 0.2 | $1.2M | -2% | 5.2k | 232.95 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.2M | -18% | 12k | 99.25 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | 729k | 1.65 |
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| Caterpillar (CAT) | 0.2 | $1.2M | +3% | 4.0k | 295.70 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $1.2M | -37% | 16k | 76.38 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.2M | 8.9k | 130.92 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | -2% | 5.1k | 222.55 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.1M | +4% | 66k | 17.15 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $1.1M | 39k | 28.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | -12% | 27k | 41.10 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $1.1M | 14k | 79.52 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | 21k | 53.82 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.1M | 15k | 74.46 |
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| Amgen (AMGN) | 0.2 | $1.1M | -2% | 3.8k | 288.02 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.1M | 2.9k | 376.92 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 15k | 72.43 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $1.1M | +40% | 35k | 29.78 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.0M | 10k | 100.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | -2% | 3.4k | 310.86 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $1.0M | 20k | 51.67 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $1.0M | +74% | 23k | 44.94 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.0M | NEW | 18k | 55.41 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $988k | +26% | 18k | 54.98 |
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| Servicenow (NOW) | 0.1 | $976k | +8% | 1.4k | 706.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $964k | -6% | 5.5k | 173.89 |
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| CVS Caremark Corporation (CVS) | 0.1 | $950k | -3% | 12k | 78.96 |
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| Zoetis Cl A (ZTS) | 0.1 | $937k | 4.7k | 197.37 |
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| Nike CL B (NKE) | 0.1 | $933k | +12% | 8.6k | 108.57 |
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| Boeing Company (BA) | 0.1 | $918k | -2% | 3.5k | 260.66 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $901k | 17k | 52.20 |
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| salesforce (CRM) | 0.1 | $898k | 3.4k | 263.14 |
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| Watsco, Incorporated (WSO) | 0.1 | $846k | -2% | 2.0k | 428.47 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $832k | +9% | 16k | 51.02 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $829k | -14% | 8.2k | 101.16 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $828k | -6% | 19k | 43.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $827k | 9.4k | 88.36 |
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| Stryker Corporation (SYK) | 0.1 | $824k | +13% | 2.8k | 299.50 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $824k | 9.8k | 83.84 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $812k | +63% | 18k | 44.25 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $799k | +2% | 4.7k | 170.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $777k | +20% | 2.2k | 350.89 |
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| Oracle Corporation (ORCL) | 0.1 | $776k | 7.4k | 105.42 |
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| Goldman Sachs (GS) | 0.1 | $760k | 2.0k | 385.77 |
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| Waste Management (WM) | 0.1 | $756k | 4.2k | 179.10 |
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| Eaton Corp SHS (ETN) | 0.1 | $756k | +8% | 3.1k | 240.82 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $753k | -25% | 3.9k | 192.49 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $748k | -36% | 6.9k | 108.26 |
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| Advanced Micro Devices (AMD) | 0.1 | $747k | +3% | 5.1k | 147.41 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $739k | +9% | 14k | 53.84 |
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| Walt Disney Company (DIS) | 0.1 | $738k | -10% | 8.2k | 90.29 |
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| Smucker J M Com New (SJM) | 0.1 | $733k | 5.8k | 126.37 |
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| Colgate-Palmolive Company (CL) | 0.1 | $728k | +19% | 9.1k | 79.71 |
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| Linde SHS (LIN) | 0.1 | $719k | +16% | 1.8k | 410.71 |
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| Ford Motor Company (F) | 0.1 | $718k | -8% | 59k | 12.19 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $713k | +5% | 3.3k | 213.34 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $712k | 19k | 36.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $707k | -4% | 6.3k | 111.62 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $704k | +11% | 4.3k | 165.25 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $690k | 14k | 47.79 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $681k | +2% | 30k | 23.04 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $679k | 17k | 39.03 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $660k | -2% | 2.4k | 273.73 |
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| Union Pacific Corporation (UNP) | 0.1 | $658k | +8% | 2.7k | 245.62 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $651k | +13% | 15k | 42.86 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $650k | +23% | 16k | 40.27 |
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| Medtronic SHS (MDT) | 0.1 | $648k | +3% | 7.9k | 82.38 |
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| stock | 0.1 | $635k | 4.2k | 152.35 |
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| American Express Company (AXP) | 0.1 | $627k | +21% | 3.3k | 187.34 |
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| Palo Alto Networks (PANW) | 0.1 | $624k | 2.1k | 294.88 |
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| Air Products & Chemicals (APD) | 0.1 | $621k | -8% | 2.3k | 273.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $618k | +9% | 2.8k | 218.15 |
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| First American Financial (FAF) | 0.1 | $610k | +5% | 9.5k | 64.44 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $599k | +5% | 8.9k | 67.38 |
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| FactSet Research Systems (FDS) | 0.1 | $576k | 1.2k | 477.19 |
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| T. Rowe Price (TROW) | 0.1 | $576k | -5% | 5.3k | 107.69 |
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| Ecolab (ECL) | 0.1 | $562k | -3% | 2.8k | 198.35 |
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| Enterprise Products Partners (EPD) | 0.1 | $554k | 21k | 26.35 |
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| General Electric Com New (GE) | 0.1 | $553k | -12% | 4.3k | 127.64 |
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| AmerisourceBergen (COR) | 0.1 | $550k | 2.7k | 205.40 |
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| ConocoPhillips (COP) | 0.1 | $546k | 4.7k | 116.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
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| Shopify Cl A (SHOP) | 0.1 | $529k | -5% | 6.8k | 77.90 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $527k | +69% | 16k | 32.83 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $524k | NEW | 18k | 29.05 |
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| Cushman Wakefield SHS (CWK) | 0.1 | $524k | 49k | 10.80 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $523k | +78% | 12k | 44.12 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $518k | 8.4k | 61.57 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.1 | $509k | +2% | 26k | 19.96 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $509k | -8% | 9.9k | 51.27 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $508k | -21% | 13k | 40.21 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $505k | 5.3k | 94.76 |
|
|
| Corning Incorporated (GLW) | 0.1 | $497k | 16k | 30.45 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $485k | 33k | 14.78 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $477k | +2% | 6.5k | 73.13 |
|
| Phillips 66 (PSX) | 0.1 | $470k | -10% | 3.5k | 133.15 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $463k | 8.3k | 55.67 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $460k | -5% | 6.7k | 68.80 |
|
| Danaher Corporation (DHR) | 0.1 | $460k | +30% | 2.0k | 231.34 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $455k | 7.0k | 64.93 |
|
|
| FedEx Corporation (FDX) | 0.1 | $448k | +4% | 1.8k | 252.93 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $447k | -4% | 5.8k | 77.40 |
|
| State Street Corporation (STT) | 0.1 | $446k | 5.8k | 77.46 |
|
|
| Oneok (OKE) | 0.1 | $441k | 6.3k | 70.22 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $436k | 4.8k | 91.05 |
|
|
| Chubb (CB) | 0.1 | $421k | +31% | 1.9k | 226.03 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $420k | NEW | 11k | 39.11 |
|
| Teradyne (TER) | 0.1 | $419k | 3.9k | 108.52 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $415k | -23% | 4.9k | 84.38 |
|
| Citigroup Com New (C) | 0.1 | $414k | 8.0k | 51.44 |
|
|
| Micron Technology (MU) | 0.1 | $410k | -3% | 4.8k | 85.34 |
|
| Brown & Brown (BRO) | 0.1 | $409k | 5.8k | 71.11 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $409k | 9.4k | 43.27 |
|
|
| CSX Corporation (CSX) | 0.1 | $401k | 12k | 34.67 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $395k | 4.3k | 92.26 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $392k | -3% | 2.5k | 155.36 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $385k | -3% | 11k | 34.77 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $384k | -2% | 13k | 29.29 |
|
| M&T Bank Corporation (MTB) | 0.1 | $382k | 2.8k | 137.08 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $382k | 1.6k | 241.74 |
|
|
| Cbiz (CBZ) | 0.1 | $379k | 6.1k | 62.59 |
|
|
| Etf Managers Tr Prime Cybr Scrty | 0.1 | $371k | +26% | 6.1k | 60.41 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $362k | -8% | 18k | 20.12 |
|
| Cummins (CMI) | 0.0 | $361k | -8% | 1.5k | 239.57 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $360k | +17% | 4.0k | 89.06 |
|
| Dow (DOW) | 0.0 | $358k | -2% | 6.5k | 54.84 |
|
| Deere & Company (DE) | 0.0 | $355k | 888.00 | 399.67 |
|
|
| Nucor Corporation (NUE) | 0.0 | $354k | -5% | 2.0k | 174.04 |
|
| Snowflake Cl A (SNOW) | 0.0 | $350k | -6% | 1.8k | 199.00 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $350k | +13% | 12k | 28.50 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $347k | -7% | 4.5k | 77.02 |
|
| American Water Works (AWK) | 0.0 | $344k | -16% | 2.6k | 132.00 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $342k | -9% | 5.0k | 68.19 |
|
| Paypal Holdings (PYPL) | 0.0 | $341k | -5% | 5.6k | 61.41 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $333k | 2.9k | 114.04 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $319k | 693.00 | 460.70 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $319k | 2.5k | 130.02 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $317k | -5% | 1.2k | 255.32 |
|
| S&p Global (SPGI) | 0.0 | $315k | +3% | 714.00 | 440.70 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.0 | $315k | NEW | 12k | 27.16 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $314k | -9% | 1.3k | 250.70 |
|
| Trane Technologies SHS (TT) | 0.0 | $312k | -39% | 1.3k | 243.90 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $312k | -5% | 4.3k | 71.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $310k | 3.0k | 104.00 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $309k | -40% | 3.1k | 98.59 |
|
| Mettler-Toledo International (MTD) | 0.0 | $308k | +3% | 254.00 | 1212.96 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $303k | NEW | 648.00 | 468.14 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $301k | -2% | 5.8k | 52.04 |
|
| Wal-Mart Stores (WMT) | 0.0 | $296k | 1.9k | 157.63 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $296k | -2% | 1.2k | 241.20 |
|
| Republic Services (RSG) | 0.0 | $296k | +2% | 1.8k | 164.91 |
|
| Aon Shs Cl A (AON) | 0.0 | $295k | 1.0k | 291.02 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $294k | 2.4k | 125.14 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $293k | +3% | 16k | 18.22 |
|
| Mongodb Cl A (MDB) | 0.0 | $293k | +7% | 716.00 | 408.85 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $292k | NEW | 1.5k | 189.49 |
|
| Realty Income (O) | 0.0 | $291k | -3% | 5.1k | 57.42 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $287k | 3.6k | 79.22 |
|
|
| Quanta Services (PWR) | 0.0 | $287k | 1.3k | 215.80 |
|
|
| L3harris Technologies (LHX) | 0.0 | $286k | -2% | 1.4k | 210.69 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $285k | 6.0k | 47.49 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $285k | 1.3k | 225.51 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $282k | 7.5k | 37.60 |
|
|
| Arista Networks (ANET) | 0.0 | $281k | NEW | 1.2k | 235.51 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $280k | 2.7k | 104.46 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $277k | -6% | 1.1k | 261.97 |
|
| Starbucks Corporation (SBUX) | 0.0 | $277k | -3% | 3.2k | 86.01 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $275k | -4% | 24k | 11.38 |
|
| Target Corporation (TGT) | 0.0 | $272k | -5% | 1.9k | 142.42 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $270k | 487.00 | 555.05 |
|
|
| Alpha Partners Tech Mergr Unit 03/31/2028 (PLMJU) | 0.0 | $265k | NEW | 25k | 10.60 |
|
| Kraft Heinz (KHC) | 0.0 | $264k | 7.1k | 36.98 |
|
|
| Church & Dwight (CHD) | 0.0 | $262k | 2.8k | 94.56 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $260k | 856.00 | 303.17 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $258k | 764.00 | 337.36 |
|
|
| Dupont De Nemours (DD) | 0.0 | $257k | 3.3k | 76.94 |
|
|
| Kinder Morgan (KMI) | 0.0 | $257k | 15k | 17.64 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $255k | -23% | 1.2k | 221.56 |
|
| Kkr & Co (KKR) | 0.0 | $250k | -13% | 3.0k | 82.85 |
|
| Qualcomm (QCOM) | 0.0 | $247k | NEW | 1.7k | 144.66 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $246k | -18% | 7.9k | 31.14 |
|
| Emerson Electric (EMR) | 0.0 | $245k | -45% | 2.5k | 97.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $245k | -21% | 2.2k | 110.66 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $243k | NEW | 5.6k | 43.28 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $242k | -6% | 8.6k | 27.99 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $241k | -2% | 17k | 13.80 |
|
| Hubbell (HUBB) | 0.0 | $240k | 728.00 | 328.93 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $239k | -6% | 3.5k | 67.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $238k | +3% | 2.3k | 103.45 |
|
| Analog Devices (ADI) | 0.0 | $237k | -12% | 1.2k | 198.61 |
|
| Marvell Technology (MRVL) | 0.0 | $235k | 3.9k | 60.31 |
|
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $235k | NEW | 4.1k | 57.30 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $233k | NEW | 476.00 | 489.99 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $230k | 2.4k | 94.73 |
|
|
| Netflix (NFLX) | 0.0 | $230k | NEW | 472.00 | 486.88 |
|
| Key (KEY) | 0.0 | $227k | 16k | 14.40 |
|
|
| Msci (MSCI) | 0.0 | $227k | 401.00 | 565.65 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $224k | -8% | 2.8k | 80.04 |
|
| Carrier Global Corporation (CARR) | 0.0 | $223k | -2% | 3.9k | 57.45 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $222k | 2.1k | 103.46 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $222k | NEW | 4.7k | 47.56 |
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $220k | -51% | 2.1k | 105.23 |
|
| Wells Fargo & Company (WFC) | 0.0 | $219k | NEW | 4.4k | 49.22 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $212k | 4.2k | 50.52 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $209k | -5% | 6.2k | 33.52 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $208k | NEW | 4.4k | 47.24 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $208k | NEW | 7.3k | 28.30 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $207k | 9.2k | 22.44 |
|
|
| Discover Financial Services (DFS) | 0.0 | $204k | NEW | 1.8k | 112.40 |
|
| General Motors Company (GM) | 0.0 | $203k | -10% | 5.7k | 35.92 |
|
| Dover Corporation (DOV) | 0.0 | $203k | -10% | 1.3k | 153.81 |
|
| Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) | 0.0 | $203k | NEW | 5.9k | 34.16 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.0 | $201k | NEW | 3.4k | 58.81 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $196k | NEW | 19k | 10.32 |
|
| Toast Cl A (TOST) | 0.0 | $187k | 10k | 18.26 |
|
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $178k | 10k | 17.76 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $173k | -13% | 10k | 17.34 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $166k | 11k | 15.79 |
|
|
| Brookline Ban (BRKL) | 0.0 | $157k | 14k | 10.91 |
|
|
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $75k | 10k | 7.34 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $63k | 46k | 1.37 |
|
|
| Insight Enterprises Note 0.750% 2/1 | 0.0 | $57k | 22k | 2.60 |
|
|
| Interdigital Note 2.000% 6/0 | 0.0 | $35k | 26k | 1.34 |
|
|
| Hci Group Note 4.250% 3/0 | 0.0 | $31k | 21k | 1.49 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $25k | 13k | 2.02 |
|
|
| Greenbrier Cos Note 2.875% 2/0 | 0.0 | $17k | 17k | 0.99 |
|
|
| Vishay Intertechnology Note 2.250% 6/1 | 0.0 | $17k | 17k | 0.97 |
|
|
| Inovio Pharmaceuticals Com New | 0.0 | $16k | 31k | 0.51 |
|
|
| Mfa Finl Note 6.250% 6/1 | 0.0 | $13k | 13k | 0.99 |
|
|
| Ares Capital Corp Note 4.625% 3/0 | 0.0 | $12k | 12k | 1.03 |
|
|
| Draganfly Com New (DPRO) | 0.0 | $5.4k | 11k | 0.48 |
|
Past Filings by Mayflower Financial Advisors
SEC 13F filings are viewable for Mayflower Financial Advisors going back to 2020
- 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