Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $977 Million
  • Q3 2025

Mayflower Financial Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $977 Million distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Houlihan Lokey, Inc. with a value of $230M, Ishares Core S&P 500 ETF with a value of $38M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.1M, Microsoft Corp with a value of $23.1M, and Apple Inc. with a value of $22.3M.

Examining the 13F form we can see an increase of $297M in the current position value, from $680M to 977M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $977 Million
ETFs: $428 Million
Financial Services: $281 Million
Technology: $98.1 Million
Consumer Cyclical: $38 Million
Healthcare: $28.8 Million
Communication Services: $28.1 Million
Industrials: $27.2 Million
Consumer Defensive: $19.5 Million
Other: $26.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.94B
$230 Million 23.57% of portfolio
1,121,832
Q3 2025 New
$0
$38 Million 3.89% of portfolio
56,736
Q3 2025 Reduced 3.96%
$0
$25.1 Million 2.57% of portfolio
319,979
Q3 2025 Added 3.84%
$3.78T
$23.1 Million 2.36% of portfolio
44,555
Q3 2025 Added 5.22%
$4.3T
$22.3 Million 2.28% of portfolio
87,384
Q3 2025 Added 0.92%
$0
$20.3 Million 2.08% of portfolio
104,623
Q3 2025 Reduced 8.95%
$8.22B
$14.5 Million 1.49% of portfolio
162,526
Q3 2025 Added 0.02%
$0
$14.2 Million 1.45% of portfolio
117,528
Q3 2025 Added 4.77%
$0
$13.2 Million 1.35% of portfolio
223,642
Q3 2025 Added 23.68%
$0
$12.9 Million 1.32% of portfolio
472,256
Q3 2025 Added 15.23%
$0
$12.8 Million 1.31% of portfolio
19,261
Q3 2025 Reduced 3.07%
$465B
$12.5 Million 1.28% of portfolio
67,118
Q3 2025 Reduced 0.01%
$0
$11.6 Million 1.19% of portfolio
232,426
Q3 2025 Added 29.51%
$0
$10.6 Million 1.09% of portfolio
453,715
Q3 2025 Added 5.27%
$662B
$10.1 Million 1.03% of portfolio
20,057
Q3 2025 Reduced 3.47%
$0
$9.86 Million 1.01% of portfolio
47,750
Q3 2025 Added 5.47%
$0
$8.73 Million 0.89% of portfolio
128,667
Q3 2025 Reduced 19.22%
$0
$8.7 Million 0.89% of portfolio
151,235
Q3 2025 Added 125.43%
$1.74T
$8.34 Million 0.85% of portfolio
34,259
Q3 2025 Added 1.61%
$0
$8.03 Million 0.82% of portfolio
171,992
Q3 2025 Reduced 13.37%
$2.39T
$7.96 Million 0.81% of portfolio
36,240
Q3 2025 Added 5.78%
$0
$7.76 Million 0.79% of portfolio
144,705
Q3 2025 Reduced 9.27%
$139B
$7.53 Million 0.77% of portfolio
22,824
Q3 2025 Added 3.25%
$0
$7.55 Million 0.77% of portfolio
115,684
Q3 2025 Reduced 3.99%
$0
$7.14 Million 0.73% of portfolio
74,999
Q3 2025 Reduced 2.73%
$0
$7.12 Million 0.73% of portfolio
81,522
Q3 2025 Added 1.87%
$0
$6.28 Million 0.64% of portfolio
52,869
Q3 2025 Reduced 2.39%
$0
$6.2 Million 0.63% of portfolio
10,120
Q3 2025 Added 8.88%
$0
$6.11 Million 0.63% of portfolio
18,619
Q3 2025 Reduced 3.74%
$0
$6.06 Million 0.62% of portfolio
81,432
Q3 2025 Added 6.93%
$270B
$5.92 Million 0.61% of portfolio
37,257
Q3 2025 Reduced 2.76%
$0
$5.77 Million 0.59% of portfolio
96,240
Q3 2025 Reduced 3.0%
$881B
$5.74 Million 0.59% of portfolio
18,194
Q3 2025 Added 1.55%
$104B
$5.5 Million 0.56% of portfolio
83,319
Q3 2025 Added 5.44%
$1.37T
$5.33 Million 0.55% of portfolio
7,262
Q3 2025 Added 1.61%
$130B
$5.26 Million 0.54% of portfolio
14,810
Q3 2025 Reduced 1.25%
$0
$5.2 Million 0.53% of portfolio
8,720
Q3 2025 Reduced 3.39%
$0
$4.47 Million 0.46% of portfolio
16,802
Q3 2025 Reduced 2.19%
$342B
$4.47 Million 0.46% of portfolio
24,489
Q3 2025 Reduced 2.83%
$0
$4.53 Million 0.46% of portfolio
47,656
Q3 2025 Added 10.3%
$0
$4.48 Million 0.46% of portfolio
42,055
Q3 2025 Reduced 18.04%
$0
$4.43 Million 0.45% of portfolio
77,405
Q3 2025 Added 14.25%
$414B
$4.42 Million 0.45% of portfolio
19,098
Q3 2025 Added 21.77%
$0
$4.27 Million 0.44% of portfolio
39,943
Q3 2025 Reduced 2.57%
$0
$4.25 Million 0.44% of portfolio
30,870
Q3 2025 Added 1.68%
$700M
$4.24 Million 0.43% of portfolio
375,246
Q3 2025 Reduced 0.68%
$0
$3.94 Million 0.4% of portfolio
83,866
Q3 2025 Reduced 1.07%
$533B
$3.88 Million 0.4% of portfolio
11,375
Q3 2025 Reduced 10.23%
$0
$3.77 Million 0.39% of portfolio
20,671
Q3 2025 Added 41.73%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $977 Million
  • Prior Value $680 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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