Mayfair Advisory Group, LLC Reduced Holdings in Q1 2025

Mayfair Advisory Group, LLC

  • $167 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-720
- 2.37%
$209.68 - $247.1 $151K - $178K
29.6K $6.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-20.6K
- 21.48%
$50.39 - $50.66 $1.04M - $1.04M
75.1K $3.8M
NVDA
Nvidia Corp

Technology
-3.3K
- 16.14%
$106.98 - $149.43 $353K - $493K
17.1K $1.86M
TSLA
Tesla, Inc.

Consumer Cyclical
-281
- 8.82%
$222.15 - $428.22 $62.4K - $120K
2.91K $753K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10.8K
- 7.24%
$44.41 - $45.98 $480K - $496K
138K $6.31M
SGOL
Abrdn Gold ETF Trust

ETFs
-15.2K
- 55.88%
$25.14 - $29.82 $382K - $453K
12K $357K
AMZN
Amazon Com Inc

Consumer Cyclical
-610
- 10.71%
$190.26 - $242.06 $116K - $148K
5.09K $967K
MSFT
Microsoft Corp

Technology
-149
- 3.34%
$375.39 - $447.2 $55.9K - $66.6K
4.31K $1.62M
HON
Honeywell International Inc

Industrials
-726
- 26.55%
$202.75 - $226.52 $147K - $164K
2.01K $425K
AVGO
Broadcom Inc.

Technology
-192
- 8.0%
$167.43 - $244.7 $32.1K - $47K
2.21K $369K
MRK
Merck & Co., Inc.

Healthcare
-1.21K
- 22.43%
$83.01 - $101.02 $100K - $122K
4.18K $375K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-750
- 26.27%
$120.29 - $134.6 $90.2K - $101K
2.11K $256K
GOOGL
Alphabet Inc.

Communication Services
-71
- 2.52%
$154.33 - $206.19 $11K - $14.6K
2.74K $424K
PG
Procter & Gamble CO

Consumer Defensive
-522
- 19.72%
$158.56 - $176.26 $82.8K - $92K
2.13K $362K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 6.6%
$468.34 - $539.52 $23.4K - $27K
708 $331K
LOW
Lowes Companies Inc

Consumer Cyclical
-79
- 3.85%
$222.66 - $268.42 $17.6K - $21.2K
1.97K $460K
MS
Morgan Stanley

Financial Services
-213
- 9.51%
$111.68 - $141.08 $23.8K - $30.1K
2.03K $236K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-404
- 3.27%
$100.32 - $100.76 $40.5K - $40.7K
11.9K $1.2M
META
Meta Platforms, Inc.

Communication Services
-30
- 6.04%
$576.36 - $736.67 $17.3K - $22.1K
467 $269K
APH
Amphenol Corp

Technology
-160
- 4.76%
$61.62 - $78.55 $9.86K - $12.6K
3.2K $209K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-500
- 6.62%
$29.34 - $31.31 $14.7K - $15.7K
7.05K $209K
NFLX
Netflix Inc

Communication Services
-33
- 10.51%
$828.4 - $1058.6 $27.3K - $34.9K
281 $262K
PFE
Pfizer Inc

Healthcare
-101
- 0.94%
$25.01 - $27.13 $2.53K - $2.74K
10.7K $270K
BOND
Pimco Active Bond Exchange Tra

ETFs
-250
- 4.41%
$89.27 - $92.9 $22.3K - $23.2K
5.42K $500K
XLE
Energy Sector Spdr

ETFs
-454
- 8.46%
$85.7 - $93.96 $38.9K - $42.7K
4.91K $454K
First Tr Exchng Traded Fd Vi
-1K
- 12.89%
N/A
6.76K $0
First Tr Exchng Traded Fd Vi
-806
- 0.89%
N/A
89.3K $0
ITA
Ishares Tr

ETFs
-95
- 5.06%
$144.84 - $159.5 $13.8K - $15.2K
1.78K $273K
MA
Mastercard Inc

Financial Services
-20
- 2.68%
$504.67 - $576.31 $10.1K - $11.5K
725 $397K
COP
Conocophillips

Energy
-196
- 4.42%
$88.6 - $105.85 $17.4K - $20.7K
4.24K $444K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-298
- 5.49%
$48.65 - $53.06 $14.5K - $15.8K
5.13K $266K
JNJ
Johnson & Johnson

Healthcare
-339
- 11.33%
$142.06 - $167.7 $48.2K - $56.9K
2.65K $439K
COOP
Mr. Cooper Group Inc.

Financial Services
-582
- 16.84%
$91.4 - $119.6 $53.2K - $69.6K
2.88K $343K
LLY
Eli Lilly & CO

Healthcare
-85
- 5.54%
$725.72 - $929.72 $61.7K - $79K
1.45K $1.2M
V
Visa Inc.

Financial Services
-22
- 3.09%
$306.92 - $362.71 $6.75K - $7.98K
690 $241K
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.48%
$225.19 - $279.95 $4.05K - $5.04K
3.74K $917K
MO
Altria Group, Inc.

Consumer Defensive
-582
- 8.47%
$50.81 - $60.02 $29.6K - $34.9K
6.29K $377K
TRV
Travelers Companies, Inc.

Financial Services
-35
- 2.86%
$232.43 - $265.13 $8.14K - $9.28K
1.19K $314K
MCD
Mcdonalds Corp

Consumer Cyclical
-122
- 4.53%
$279.74 - $321.29 $34.1K - $39.2K
2.57K $803K
VZ
Verizon Communications Inc

Communication Services
-163
- 2.31%
$37.81 - $46.49 $6.16K - $7.58K
6.89K $312K
AMGN
Amgen Inc

Healthcare
-19
- 2.26%
$258.59 - $327.36 $4.91K - $6.22K
823 $256K
AIG
American International Group, Inc.

Financial Services
-29
- 0.85%
$70.5 - $86.94 $2.04K - $2.52K
3.37K $293K
PM
Philip Morris International Inc.

Consumer Defensive
-708
- 14.79%
$117.15 - $158.79 $82.9K - $112K
4.08K $647K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.18%
$442.66 - $534.52 $885 - $1.07K
1.09K $579K
SO
Southern CO

Utilities
-1.08K
- 5.12%
$80.96 - $92.96 $87.6K - $101K
20.1K $1.84M
KO
Coca Cola CO

Consumer Defensive
-602
- 3.43%
$60.81 - $72.32 $36.6K - $43.5K
16.9K $1.21M
CVX
Chevron Corp

Energy
-349
- 4.03%
$146.71 - $167.97 $51.2K - $58.6K
8.32K $1.39M
Activity Summary
Buys All Purchases 82 New Holdings 8 Increased Positions 74 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mayfair Advisory Group, LLC Portfolio

Follow Mayfair Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayfair Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayfair Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email