Mayflower Financial Advisors, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 355 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Inc. with a value of $347M, Vertex Pharmaceuticals Inc with a value of $305M, Ishares Core S&P 500 ETF with a value of $61.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18.8M, and Microsoft Corp with a value of $18.5M.

Examining the 13F form we can see an increase of $197M in the current position value, from $1.08B to 1.27B.

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

Portfolio value $1.27 Billion
Financial Services: $393 Million
ETFs: $364 Million
Healthcare: $334 Million
Technology: $64.6 Million
Consumer Cyclical: $28.3 Million
Industrials: $24.5 Million
Consumer Defensive: $18 Million
Communication Services: $17.3 Million
Other: $30 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 355
  • Current Value $1.27 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 29 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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