Mayflower Financial Advisors, LLC Purchases in Q1 2025

Mayflower Financial Advisors, LLC

  • $628 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.19%
$442.66 - $534.52 $17.7K - $21.4K
20.6K $11M
XLG
Invesco Exchange Traded Fd Tr

ETFs
35.1K
New
$45.72 - $51.73 $1.6M - $1.82M
35.1K $1.61M
IVE
Ishares S&P 500 Value ETF

ETFs
8.09K
+ 26.67%
$185.78 - $198.58 $1.5M - $1.61M
38.4K $7.32M
GLDM
World Gold Trust

ETFs
18.7K
+ 106.5%
$52.19 - $61.89 $974K - $1.16M
36.2K $2.24M
HEFA
Ishares Currency Hedged Msci E

ETFs
35.7K
New
$34.83 - $37.52 $1.24M - $1.34M
35.7K $1.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.75K
+ 11.82%
$168.16 - $186.21 $1.64M - $1.82M
92.2K $15.8M
IEMG
Ishares Inc

ETFs
19.9K
+ 24.16%
N/A
102K $5.5M
ILCV
Ishares Morningstar Value ETF

ETFs
9.33K
New
$79.37 - $85.24 $741K - $795K
9.33K $760K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11K
+ 5.12%
$44.72 - $46.25 $491K - $508K
226K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18K
+ 6.97%
$27.01 - $28.54 $486K - $514K
276K $7.72M
SYK
Stryker Corp

Healthcare
1.36K
+ 44.48%
$355.18 - $399.9 $483K - $543K
4.41K $1.64M
ABBV
Abb Vie Inc.

Healthcare
83
+ 0.53%
$169.2 - $216.66 $14K - $18K
15.7K $3.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.94K
+ 5.57%
$48.65 - $53.06 $192K - $209K
74.7K $3.88M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
8.36K
New
$55.12 - $62.6 $461K - $524K
8.36K $471K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.01K
+ 1.31%
$87.68 - $94.52 $88.8K - $95.7K
78.1K $7.31M
V
Visa Inc.

Financial Services
127
+ 1.06%
$306.92 - $362.71 $39K - $46.1K
12.1K $4.24M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
4.02K
New
$105.24 - $117.4 $423K - $471K
4.02K $426K
EEM
Ishares Msci Emerging Markets

ETFs
8.98K
+ 57.89%
$40.81 - $45.34 $366K - $407K
24.5K $1.07M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.97K
+ 119.27%
$142.8 - $176.36 $282K - $348K
3.63K $626K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.87K
New
$80.53 - $147.57 $231K - $423K
2.87K $378K
OEF
Ishares S&P 100 ETF

ETFs
1.33K
+ 7.04%
N/A
20.3K $5.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.43K
+ 26.21%
$302.31 - $337.54 $433K - $483K
6.89K $2.11M
JNJ
Johnson & Johnson

Healthcare
165
+ 1.09%
$142.06 - $167.7 $23.4K - $27.7K
15.3K $2.53M
ABT
Abbott Laboratories

Healthcare
78
+ 0.45%
$111.1 - $140.22 $8.67K - $10.9K
17.3K $2.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.88K
+ 7.83%
$49.25 - $50.66 $388K - $399K
109K $5.39M
IAU
Ishares Gold Trust

ETFs
2.61K
+ 14.6%
$49.74 - $58.96 $130K - $154K
20.5K $1.21M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.69K
New
$63.77 - $71.36 $299K - $334K
4.69K $322K
VEA
Vanguard Ftse Developed Market

ETFs
89
+ 0.09%
$47.4 - $52.99 $4.22K - $4.72K
104K $5.26M
BMY
Bristol Myers Squibb CO

Healthcare
4.25K
+ 36.4%
$53.9 - $63.11 $229K - $268K
15.9K $971K
XOM
Exxon Mobil Corp

Energy
52
+ 0.2%
$105.44 - $118.93 $5.48K - $6.18K
26.2K $3.12M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.83K
+ 28.93%
$62.72 - $71.92 $303K - $348K
21.5K $1.36M
COIN
Coinbase Global, Inc.

Technology
1.68K
New
$172.23 - $301.3 $289K - $506K
1.68K $289K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.07K
New
$81.83 - $82.73 $251K - $254K
3.07K $253K
PBA
Pembina Pipeline Corp

Energy
6.21K
New
$35.13 - $40.12 $218K - $249K
6.21K $248K
MA
Mastercard Inc

Financial Services
256
+ 5.48%
$504.67 - $576.31 $129K - $148K
4.93K $2.7M
SONY
Sony Group Corp

Technology
9.53K
New
$19.88 - $25.64 $189K - $244K
9.53K $241K
HDV
Ishares Core High Dividend ETF

ETFs
163
+ 0.66%
$110.86 - $121.12 $18.1K - $19.7K
25K $3.03M
UBER
Uber Technologies, Inc

Technology
2.14K
+ 35.63%
$63.17 - $81.49 $135K - $174K
8.14K $592K
INTU
Intuit Inc

Technology
383
+ 80.46%
$555.63 - $630.23 $213K - $241K
859 $527K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.7K
New
$34.58 - $45.97 $163K - $216K
4.7K $216K
TRV
Travelers Companies, Inc.

Financial Services
806
New
$232.43 - $265.13 $187K - $214K
806 $213K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.95K
New
$105.1 - $109.61 $205K - $213K
1.95K $211K
SHEL
Shell PLC

Energy
2.85K
New
$62.84 - $73.29 $179K - $209K
2.85K $209K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.33K
+ 7.34%
$53.99 - $58.43 $126K - $136K
34.1K $1.96M
AZN
Astrazeneca PLC

Healthcare
2.78K
New
$65.37 - $77.96 $182K - $217K
2.78K $204K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.55K
New
$33.84 - $37.77 $188K - $209K
5.55K $201K
FDVV
Fidelity High Dividend ETF

ETFs
4.05K
New
$48.86 - $52.28 $198K - $212K
4.05K $200K
EMB
Ishares Tr

ETFs
2.09K
+ 38.27%
$88.64 - $92.03 $185K - $192K
7.55K $683K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.91K
+ 78.15%
$51.45 - $58.51 $201K - $229K
8.92K $461K
Activity Summary
Buys All Purchases 192 New Holdings 22 Increased Positions 170 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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