Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $1.27 Billion
- Q1 2024
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
Summary
- 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