Mayflower Financial Advisors, LLC Purchases in Q2 2025

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
22.7K
+ 24.6%
$152.42 - $182.82 $3.46M - $4.15M
115K $21M
EFV
Msci Eafe Value ETF

ETFs
51.9K
+ 48.27%
$52.4 - $64.65 $2.72M - $3.35M
159K $10.1M
SPMD
Spdr Portfolio

ETFs
67.8K
New
$44.89 - $54.38 $3.04M - $3.68M
67.8K $3.68M
NVDA
Nvidia Corp

Technology
1.38K
+ 2.1%
$94.31 - $157.99 $130K - $218K
67.1K $10.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
70.9K
+ 65.31%
$48.13 - $49.85 $3.41M - $3.53M
179K $8.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
134K
+ 48.42%
$24.32 - $27.87 $3.25M - $3.73M
410K $10.9M
IEMG
Ishares Inc

ETFs
57K
+ 55.64%
N/A
159K $8.56M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
53.7K
New
$50.09 - $51.09 $2.69M - $2.74M
53.7K $2.74M
XLG
Invesco Exchange Traded Fd Tr

ETFs
32K
+ 91.2%
$40.94 - $52.1 $1.31M - $1.67M
67.1K $3.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.8K
+ 9.54%
$43.53 - $54.46 $686K - $858K
181K $9.85M
META
Meta Platforms, Inc.

Communication Services
22
+ 0.31%
$484.66 - $738.09 $10.7K - $16.2K
7.15K $5.28M
GOOG
Alphabet Inc.

Communication Services
2.57K
+ 8.25%
$146.58 - $180.01 $377K - $463K
33.7K $5.98M
AMZN
Amazon Com Inc

Consumer Cyclical
318
+ 0.94%
$167.32 - $223.3 $53.2K - $71K
34.3K $7.52M
IYW
Ishares Dj Us Tech ETF

ETFs
518
+ 1.97%
$122.57 - $173.27 $63.5K - $89.8K
26.8K $4.64M
MS
Morgan Stanley

Financial Services
78
+ 0.2%
$99.83 - $140.86 $7.79K - $11K
38.3K $5.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
895
+ 17.47%
$416.06 - $551.64 $372K - $494K
6.02K $3.32M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.23K
+ 11.55%
$82.32 - $112.47 $184K - $251K
21.6K $2.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
262
+ 2.9%
$456.74 - $568.03 $120K - $149K
9.3K $5.28M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
15.6K
+ 33.37%
$26.69 - $33.44 $416K - $522K
62.3K $2.05M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.21%
$4164.15 - $5789.24 $4.16K - $5.79K
472 $2.73M
MBB
Ishares Tr

ETFs
5.68K
+ 15.15%
$91.41 - $94.22 $520K - $536K
43.2K $4.06M
TSLA
Tesla, Inc.

Consumer Cyclical
587
+ 10.25%
$221.86 - $362.89 $130K - $213K
6.32K $2.01M
IAUM
I Shares Gold Trust Micro

ETFs
15K
New
$29.65 - $34.24 $444K - $513K
15K $493K
VT
Vanguard Total World Stk Index

ETFs
472
+ 1.58%
$103.16 - $128.52 $48.7K - $60.7K
30.4K $3.9M
COF
Capital One Financial Corp

Financial Services
1.96K
New
$150.57 - $212.76 $295K - $416K
1.96K $416K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.1K
+ 5.45%
$108.12 - $135.04 $119K - $148K
21.2K $2.87M
ETN
Eaton Corp PLC

Industrials
352
+ 10.82%
$246.52 - $356.99 $86.8K - $126K
3.6K $1.29M
IBM
International Business Machines Corp

Technology
214
+ 3.04%
$221.03 - $294.78 $47.3K - $63.1K
7.26K $2.14M
COIN
Coinbase Global, Inc.

Technology
227
+ 13.52%
$151.47 - $375.07 $34.4K - $85.1K
1.91K $668K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.36K
+ 6.33%
$57.46 - $75.58 $78.3K - $103K
22.9K $1.73M
CGDV
Capital Group Divid Value ETF

ETFs
7.56K
+ 40.95%
$31.93 - $39.49 $241K - $299K
26K $1.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.96K
New
$30.53 - $40.65 $274K - $364K
8.96K $364K
BA
Boeing CO

Industrials
1.05K
+ 30.42%
$136.59 - $217.51 $144K - $229K
4.51K $944K
ATI
Allegheny Technologies Inc

Industrials
4.05K
New
$41.97 - $86.8 $170K - $352K
4.05K $349K
MATV
Schweitzer Mauduit International Inc

Basic Materials
19.7K
+ 5.51%
$4.58 - $6.98 $90.3K - $138K
378K $2.58M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.44K
+ 39.07%
$97.29 - $105.63 $335K - $363K
12.2K $1.24M
SNOW
Snowflake Inc.

Technology
149
+ 3.99%
$130.53 - $223.77 $19.4K - $33.3K
3.88K $868K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
486
+ 0.91%
$90.56 - $109.49 $44K - $53.2K
54.2K $5.92M
VEU
Vanguard Ftse All World Ex Us

ETFs
108
+ 0.24%
$54.19 - $67.22 $5.85K - $7.26K
44.7K $3.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.5K
+ 2.49%
$22.68 - $23.28 $238K - $244K
431K $10M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.6K
+ 50.06%
N/A
34.7K $824K
UPRO
Proshares Trust Proshares Ultr

ETFs
2.97K
New
$50.65 - $91.44 $150K - $271K
2.97K $271K
VUG
Vanguard Growth ETF

ETFs
92
+ 2.73%
$329.49 - $438.4 $30.3K - $40.3K
3.47K $1.52M
HOOD
Robinhood Markets, Inc.

Technology
2.85K
New
$34.17 - $93.63 $97.2K - $266K
2.85K $266K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.1K
+ 13.54%
$45.07 - $52.57 $456K - $532K
84.8K $4.14M
ALK
Alaska Air Group, Inc.

Industrials
5.26K
New
$41.01 - $54.88 $216K - $289K
5.26K $260K
CW
Curtiss Wright Corp

Industrials
531
New
$283.18 - $488.55 $150K - $259K
531 $259K
V
Visa Inc.

Financial Services
573
+ 4.74%
$308.27 - $373.31 $177K - $214K
12.7K $4.5M
CAT
Caterpillar Inc

Industrials
77
+ 1.97%
$273.94 - $388.21 $21.1K - $29.9K
4K $1.55M
Activity Summary
Buys All Purchases 184 New Holdings 27 Increased Positions 157 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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