Mayflower Financial Advisors, LLC Purchases in Q4 2024

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43.2K
+ 15.21%
$66.77 - $71.52 $2.88M - $3.09M
327K $22.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22.9K
New
$89.97 - $98.59 $2.06M - $2.26M
22.9K $2.17M
AVGO
Broadcom Inc.

Technology
117
+ 0.46%
$159.67 - $250.0 $18.7K - $29.3K
25.6K $5.93M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 4.79%
$180.88 - $232.93 $273K - $351K
33K $7.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.62K
+ 10.19%
$176.42 - $186.91 $1.35M - $1.43M
82.5K $14.7M
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 5.89%
$36.46 - $82.38 $57.4K - $130K
28.3K $2.14M
GOOGL
Alphabet Inc.

Communication Services
607
+ 1.57%
$161.86 - $196.66 $98.2K - $119K
39.2K $7.43M
TSLA
Tesla, Inc.

Consumer Cyclical
671
+ 14.43%
$213.65 - $479.86 $143K - $322K
5.32K $2.15M
GLDM
World Gold Trust

ETFs
17.5K
New
$50.76 - $55.23 $890K - $968K
17.5K $910K
HUBS
Hubspot Inc

Technology
1.24K
New
$514.07 - $757.4 $636K - $937K
1.24K $861K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
183K
+ 243.7%
$26.93 - $84.95 $4.93M - $15.5M
258K $7.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
257
+ 0.23%
$94.43 - $105.47 $24.3K - $27.1K
114K $11.6M
DELL
Dell Technologies Inc.

Technology
5.73K
+ 273.41%
$111.96 - $144.21 $641K - $826K
7.82K $901K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.2K
+ 20.8%
$46.48 - $51.32 $566K - $625K
70.7K $3.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
224K
+ 124.89%
$22.63 - $47.53 $5.06M - $10.6M
403K $9.14M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
26K
+ 53.2%
$26.65 - $29.34 $694K - $764K
75K $2.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.1K
+ 3.97%
$49.03 - $53.35 $299K - $325K
160K $8.18M
CVX
Chevron Corp

Energy
4.29K
+ 24.8%
$141.15 - $162.53 $605K - $697K
21.6K $3.13M
V
Visa Inc.

Financial Services
257
+ 2.19%
$273.87 - $320.91 $70.4K - $82.5K
12K $3.78M
MO
Altria Group, Inc.

Consumer Defensive
8.17K
+ 12.14%
$49.06 - $57.74 $401K - $472K
75.4K $3.94M
IEF
Ishares Barclays

ETFs
5.44K
New
$92.08 - $98.18 $501K - $534K
5.44K $503K
XLV
Select Sector Spdr Fund Health

ETFs
3.24K
New
$136.28 - $154.74 $442K - $502K
3.24K $446K
NFLX
Netflix Inc

Communication Services
371
+ 60.13%
$687.65 - $936.56 $255K - $347K
988 $880K
GLD
Spdr Gold Trust

ETFs
1.71K
+ 12.6%
$236.59 - $257.5 $404K - $440K
15.3K $3.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
565
+ 7.21%
$521.84 - $558.82 $295K - $316K
8.4K $4.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.96K
+ 30.94%
$87.1 - $98.49 $607K - $686K
29.5K $2.57M
XLP
Consumer Staples Sector Spdr

ETFs
4.78K
New
N/A
4.78K $363K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.21%
$4100.99 - $5300.34 $4.1K - $5.3K
470 $2.34M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.11K
New
$153.8 - $176.52 $324K - $372K
2.11K $349K
IWF
Ishares Russell 1000 Gr ETF

ETFs
790
+ 64.28%
$370.24 - $418.94 $292K - $331K
2.02K $810K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13.5K
New
$24.55 - $25.16 $330K - $339K
13.5K $331K
MA
Mastercard Inc

Financial Services
356
+ 8.25%
$491.3 - $536.15 $175K - $191K
4.67K $2.46M
GILD
Gilead Sciences, Inc.

Healthcare
3.43K
New
$83.95 - $97.9 $288K - $336K
3.43K $316K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.95K
New
$50.37 - $50.6 $300K - $301K
5.95K $299K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.69K
New
$174.22 - $187.62 $295K - $318K
1.69K $296K
XLK
Technology Sector Spdr

ETFs
1.13K
+ 32.78%
$220.26 - $241.44 $249K - $273K
4.59K $1.07M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.3K
+ 19.75%
$25.0 - $25.11 $282K - $283K
68.4K $1.71M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.43K
New
$81.34 - $96.75 $279K - $332K
3.43K $279K
MBB
Ishares Tr

ETFs
4.78K
+ 12.23%
$91.26 - $95.82 $436K - $458K
43.9K $4.02M
NOW
Service Now, Inc.

Technology
25
+ 1.73%
$867.18 - $1148.42 $21.7K - $28.7K
1.47K $1.56M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
7.88K
New
$32.75 - $35.81 $258K - $282K
7.88K $259K
AXON
Axon Enterprise, Inc.

Industrials
431
New
$399.22 - $689.78 $172K - $297K
431 $256K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.15K
New
$69.42 - $93.29 $218K - $293K
3.15K $248K
BAC
Bank Of America Corp

Financial Services
206
+ 0.37%
$39.22 - $47.77 $8.08K - $9.84K
56.2K $2.47M
VTI
Vanguard Total Stock Market Et

ETFs
410
+ 2.2%
$280.04 - $302.45 $115K - $124K
19.1K $5.53M
CGUS
Capital Group Core Equity ETF
6.14K
+ 17.4%
$33.96 - $36.24 $209K - $223K
41.5K $1.45M
NET
Cloudflare, Inc.

Technology
2.18K
New
$78.11 - $117.56 $170K - $257K
2.18K $234K
WMB
Williams Companies, Inc.

Energy
4.27K
New
$46.37 - $59.74 $198K - $255K
4.27K $231K
UPRO
Proshares Trust Proshares Ultr

ETFs
2.6K
New
$82.66 - $99.48 $215K - $259K
2.6K $230K
Activity Summary
Buys All Purchases 210 New Holdings 27 Increased Positions 183 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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