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
OUNZ
Van Eck Merk Gold Trust

ETFs
335
+ 1.0%
$25.41 - $30.14 $8.51K - $10.1K
33.9K $1.02M
NET
Cloudflare, Inc.

Technology
1.36K
+ 62.1%
$110.71 - $176.5 $150K - $239K
3.54K $398K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.5K
+ 76.95%
$23.9 - $24.18 $155K - $157K
14.9K $361K
NVS
Novartis Ag

Healthcare
140
+ 1.4%
$97.14 - $115.57 $13.6K - $16.2K
10.1K $1.13M
VZ
Verizon Communications Inc

Communication Services
419
+ 1.65%
$37.81 - $46.49 $15.8K - $19.5K
25.9K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
177
+ 0.4%
$56.51 - $62.98 $10K - $11.1K
44.6K $2.71M
CGDV
Capital Group Divid Value ETF

ETFs
4.08K
+ 28.38%
$34.95 - $37.36 $143K - $153K
18.5K $658K
NOC
Northrop Grumman Corp

Industrials
196
+ 23.93%
$433.45 - $513.82 $85K - $101K
1.02K $519K
DVY
Ishares Tr

ETFs
681
+ 4.74%
$128.58 - $138.1 $87.6K - $94K
15.1K $2.02M
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 1.24%
$279.74 - $321.29 $17.3K - $19.9K
5.05K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
634
+ 7.55%
$507.05 - $563.67 $321K - $357K
9.03K $4.64M
EMGF
Ishares Msci Emerging Markets

ETFs
2.23K
+ 32.99%
$44.18 - $48.23 $98.6K - $108K
8.99K $420K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.02K
+ 34.48%
$100.59 - $103.47 $103K - $105K
3.97K $411K
SOFI
So Fi Technologies, Inc.

Financial Services
13.8K
+ 101.36%
$11.18 - $18.03 $154K - $248K
27.3K $317K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
216
+ 0.73%
$58.01 - $64.46 $12.5K - $13.9K
29.9K $1.86M
EPD
Enterprise Products Partners L.P.

Energy
612
+ 2.02%
$31.75 - $34.14 $19.4K - $20.9K
30.9K $1.05M
DUK
Duke Energy Corp

Utilities
24
+ 0.34%
$105.87 - $121.97 $2.54K - $2.93K
7.1K $865K
MMM
3 M CO

Industrials
172
+ 3.97%
$129.7 - $155.12 $22.3K - $26.7K
4.51K $661K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.2K
+ 22.19%
N/A
23.1K $549K
GILD
Gilead Sciences, Inc.

Healthcare
249
+ 7.27%
$89.14 - $117.41 $22.2K - $29.2K
3.68K $411K
ED
Consolidated Edison Inc

Utilities
82
+ 2.32%
$88.0 - $110.59 $7.22K - $9.07K
3.62K $400K
XLE
Energy Sector Spdr

ETFs
114
+ 1.26%
$85.7 - $93.96 $9.77K - $10.7K
9.2K $859K
CB
Chubb LTD

Financial Services
92
+ 4.49%
$257.71 - $301.99 $23.7K - $27.8K
2.14K $647K
RSG
Republic Services, Inc.

Industrials
3
+ 0.16%
$200.09 - $242.16 $600 - $726
1.9K $460K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
36
+ 1.72%
$208.48 - $244.03 $7.51K - $8.79K
2.13K $519K
ECL
Ecolab Inc.

Basic Materials
109
+ 4.52%
$229.72 - $269.82 $25K - $29.4K
2.52K $639K
VCIT
Vanguard Intermediate Term Cor

ETFs
427
+ 1.92%
$79.17 - $82.04 $33.8K - $35K
22.6K $1.85M
BNDX
Vanguard Total International B

ETFs
1.3K
+ 22.51%
$48.33 - $49.5 $62.8K - $64.4K
7.08K $345K
AWK
American Water Works Company, Inc.

Utilities
98
+ 4.86%
$121.01 - $149.31 $11.9K - $14.6K
2.12K $312K
SBUX
Starbucks Corp

Consumer Cyclical
396
+ 14.0%
$91.75 - $115.81 $36.3K - $45.9K
3.22K $316K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.2K
+ 3.8%
$56.17 - $59.71 $67.1K - $71.4K
32.7K $1.87M
IGRO
Ishares Tr International Divid

ETFs
523
+ 13.83%
$66.91 - $73.87 $35K - $38.6K
4.3K $311K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.26%
$158.56 - $176.26 $6.98K - $7.76K
17K $2.9M
WMB
Williams Companies, Inc.

Energy
475
+ 11.12%
$54.02 - $61.09 $25.7K - $29K
4.75K $283K
INTC
Intel Corp

Technology
4
+ 0.02%
$19.1 - $27.39 $76.4 - $110
19.1K $433K
TXN
Texas Instruments Inc

Technology
259
+ 4.77%
N/A
5.69K $1.11M
CGUS
Capital Group Core Equity ETF
3.4K
+ 8.19%
$33.08 - $36.62 $112K - $124K
44.9K $1.5M
DGRO
Ishares Core Dividend Growth E

ETFs
605
+ 2.65%
$60.46 - $64.42 $36.6K - $39K
23.4K $1.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
562
+ 17.51%
$76.94 - $78.28 $43.2K - $44K
3.77K $295K
NEAR
Blackrock Short Maturity Bond

ETFs
898
+ 21.39%
$50.4 - $50.89 $45.3K - $45.7K
5.1K $259K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 7.37%
$120.29 - $134.6 $166K - $186K
20.1K $2.46M
IXUS
Ishares Tr

ETFs
262
+ 3.93%
$65.06 - $72.31 $17K - $18.9K
6.93K $484K
VV
Vanguard Large Cap ETF

ETFs
288
+ 10.13%
$253.32 - $282.66 $73K - $81.4K
3.13K $805K
TTWO
Take Two Interactive Software Inc

Communication Services
32
+ 2.72%
$178.61 - $217.95 $5.72K - $6.97K
1.21K $250K
FAF
First American Financial Corp

Financial Services
105
+ 1.3%
$57.7 - $66.47 $6.06K - $6.98K
8.18K $536K
SPGI
S&P Global Inc.

Financial Services
35
+ 2.68%
$478.26 - $543.77 $16.7K - $19K
1.34K $680K
NGG
National Grid PLC

Utilities
140
+ 3.99%
$56.13 - $65.61 $7.86K - $9.19K
3.65K $239K
EEMV
Ishares Msci Emerging Markets

ETFs
358
+ 1.35%
$57.07 - $59.29 $20.4K - $21.2K
26.8K $1.57M
SLB
Schlumberger Limited

Energy
95
+ 1.38%
$38.4 - $43.74 $3.65K - $4.16K
7K $292K
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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