Mayflower Financial Advisors, LLC Purchases in Q3 2024

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
65.5K
+ 148.36%
$51.72 - $57.96 $3.39M - $3.79M
110K $6.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
60K
+ 30.93%
$44.83 - $47.42 $2.69M - $2.84M
254K $12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.35K
+ 9.27%
$162.64 - $179.3 $1.03M - $1.14M
74.8K $13.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.5K
+ 26.11%
$77.02 - $85.06 $1.2M - $1.32M
75.1K $6.35M
VGLT
Vanguard Long Term Treasury Et

ETFs
25.7K
New
$56.52 - $63.23 $1.45M - $1.62M
25.7K $1.58M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18.9K
+ 43.97%
$56.04 - $62.99 $1.06M - $1.19M
61.8K $3.78M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
47K
+ 463.38%
$24.78 - $25.11 $1.16M - $1.18M
57.1K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
88
+ 0.43%
$405.19 - $478.57 $35.7K - $42.1K
20.7K $9.51M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.1K
+ 10.08%
$44.24 - $49.47 $622K - $696K
154K $7.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.59K
+ 25.42%
$475.2 - $527.7 $755K - $838K
7.83K $4.13M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
+ 5.66%
$181.06 - $197.17 $274K - $298K
28.2K $5.57M
TD
Toronto Dominion Bank

Financial Services
9.24K
New
$54.54 - $64.56 $504K - $596K
9.24K $584K
IEFA
Ishares Tr

ETFs
259
+ 0.31%
$70.09 - $78.74 $18.2K - $20.4K
82.8K $6.47M
MBB
Ishares Tr

ETFs
3.08K
+ 8.55%
$90.85 - $96.66 $280K - $298K
39.1K $3.75M
IEV
Ishares Tr Europe ETF

ETFs
5.86K
+ 30.92%
$53.25 - $58.78 $312K - $344K
24.8K $1.44M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
32.7K
New
$11.31 - $11.96 $370K - $391K
32.7K $390K
MO
Altria Group, Inc.

Consumer Defensive
262
+ 0.39%
$45.95 - $54.71 $12K - $14.3K
67.3K $3.43M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 1.52%
$488.01 - $604.18 $31.2K - $38.7K
4.27K $2.5M
PLTR
Palantir Technologies Inc.

Technology
364
+ 1.38%
$24.09 - $37.95 $8.77K - $13.8K
26.7K $995K
ADBE
Adobe Inc.

Technology
743
+ 38.64%
$508.13 - $586.55 $378K - $436K
2.67K $1.38M
MS
Morgan Stanley

Financial Services
113
+ 0.29%
$92.07 - $106.96 $10.4K - $12.1K
39K $4.07M
IWM
Ishares Russell 2000 ETF

ETFs
44
+ 0.29%
$200.87 - $224.6 $8.84K - $9.88K
15.4K $3.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.59K
New
$57.22 - $80.08 $205K - $287K
3.59K $280K
IGRO
Ishares Tr International Divid

ETFs
3.65K
New
$66.7 - $75.25 $244K - $275K
3.65K $272K
V
Visa Inc.

Financial Services
436
+ 3.87%
$253.74 - $291.56 $111K - $127K
11.7K $3.22M
GD
General Dynamics Corp

Industrials
847
New
$279.51 - $308.09 $237K - $261K
847 $255K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.55K
New
$136.93 - $162.81 $213K - $253K
1.55K $249K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.87K
+ 10.5%
$54.98 - $59.51 $158K - $170K
30.1K $1.79M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
27.4K
New
$8.59 - $9.07 $235K - $248K
27.4K $247K
NGG
National Grid PLC

Utilities
3.52K
New
$57.14 - $70.48 $201K - $248K
3.52K $245K
PI
Impinj Inc

Technology
1.11K
New
$137.66 - $217.83 $153K - $242K
1.11K $240K
MSCI
Msci Inc.

Financial Services
411
New
$479.31 - $584.91 $197K - $240K
411 $239K
MA
Mastercard Inc

Financial Services
25
+ 0.58%
$429.6 - $500.99 $10.7K - $12.5K
4.31K $2.13M
CAT
Caterpillar Inc

Industrials
14
+ 0.35%
$316.8 - $391.12 $4.44K - $5.48K
3.96K $1.55M
JCI
Johnson Controls International PLC

Industrials
3.02K
New
$65.52 - $77.61 $198K - $235K
3.02K $234K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.69K
New
$48.09 - $49.69 $225K - $233K
4.69K $232K
BR
Broadridge Financial Solutions, Inc.

Technology
1.05K
New
$196.56 - $218.55 $206K - $229K
1.05K $224K
USB
Us Bancorp \De\

Financial Services
4.89K
New
$39.04 - $47.23 $191K - $231K
4.89K $223K
MKC
Mccormick & CO Inc

Consumer Defensive
2.7K
New
$69.44 - $84.76 $187K - $229K
2.7K $221K
JPM
Jpmorgan Chase & CO

Financial Services
261
+ 1.37%
$194.9 - $224.8 $50.9K - $58.7K
19.4K $4.08M
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
New
$72.51 - $98.6 $162K - $221K
2.24K $218K
PAYX
Paychex Inc

Industrials
1.6K
New
$116.17 - $135.19 $186K - $217K
1.6K $215K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.98K
New
$63.46 - $71.43 $189K - $213K
2.98K $211K
OKE
Oneok Inc

Energy
1.6K
+ 23.82%
$78.62 - $95.27 $126K - $152K
8.31K $757K
IGM
Ishares Expanded Tech Sector E

ETFs
2.16K
New
$84.03 - $98.62 $182K - $213K
2.16K $207K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.49K
New
$33.74 - $37.96 $185K - $208K
5.49K $206K
ASML
Asml Holding Nv

Technology
248
New
$749.82 - $1098.95 $186K - $273K
248 $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 0.47%
$531.86 - $624.21 $7.45K - $8.74K
2.99K $1.85M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.9K
New
$72.18 - $107.33 $137K - $204K
1.9K $201K
Activity Summary
Buys All Purchases 166 New Holdings 26 Increased Positions 140 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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