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
SYF
Synchrony Financial

Financial Services
3.53K
New
$49.01 - $68.55 $173K - $242K
3.53K $229K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.61K
New
$63.27 - $70.31 $228K - $253K
3.61K $228K
IBM
International Business Machines Corp

Technology
1.07K
+ 17.37%
$204.9 - $238.04 $219K - $254K
7.22K $1.59M
IYW
Ishares Dj Us Tech ETF

ETFs
190
+ 0.77%
$148.14 - $166.23 $28.1K - $31.6K
24.8K $3.96M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.58K
+ 18.3%
$58.39 - $67.04 $151K - $173K
16.7K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
2.1K
+ 7.44%
$189.5 - $206.17 $398K - $433K
30.3K $5.79M
BMY
Bristol Myers Squibb CO

Healthcare
3.22K
+ 37.99%
$51.92 - $59.94 $167K - $193K
11.7K $660K
FV
First Trust Dorsey Wright Focu

ETFs
3.75K
New
$57.47 - $62.82 $215K - $235K
3.75K $221K
TTWO
Take Two Interactive Software Inc

Communication Services
1.18K
New
$147.66 - $190.46 $174K - $224K
1.18K $216K
SOFI
So Fi Technologies, Inc.

Financial Services
13.6K
New
$7.63 - $16.88 $104K - $229K
13.6K $208K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2K
+ 14.57%
$100.22 - $100.73 $200K - $201K
15.7K $1.58M
META
Meta Platforms, Inc.

Communication Services
104
+ 1.53%
$554.08 - $632.68 $57.6K - $65.8K
6.92K $4.08M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.05K
+ 23.56%
$55.1 - $61.74 $333K - $374K
31.7K $1.76M
MRVL
Marvell Technology, Inc.

Technology
22
+ 0.49%
$70.31 - $124.78 $1.55K - $2.75K
4.52K $499K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.1%
$486.1 - $608.57 $972 - $1.22K
2.03K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 1.48%
$481.22 - $538.17 $36.6K - $40.9K
5.21K $2.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.88K
+ 5.1%
$49.79 - $51.14 $243K - $250K
101K $5.05M
SPGI
S&P Global Inc.

Financial Services
329
+ 33.74%
$480.36 - $529.17 $158K - $174K
1.3K $649K
EPD
Enterprise Products Partners L.P.

Energy
2.42K
+ 8.68%
$28.66 - $34.43 $69.3K - $83.2K
30.3K $949K
MUB
Ishares National Muni Bond ETF

ETFs
2.49K
+ 3.68%
$105.78 - $108.7 $263K - $271K
70.2K $7.48M
TTE
Total Energies Se

Energy
1.77K
+ 13.95%
N/A
14.5K $992K
VUG
Vanguard Growth ETF

ETFs
96
+ 3.31%
$378.79 - $428.11 $36.4K - $41.1K
3K $1.23M
WMT
Walmart Inc.

Consumer Defensive
504
+ 7.21%
$79.1 - $95.7 $39.9K - $48.2K
7.49K $676K
NOC
Northrop Grumman Corp

Industrials
294
+ 56.0%
$466.52 - $543.88 $137K - $160K
819 $384K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.98K
+ 16.61%
$74.5 - $78.37 $148K - $155K
13.9K $1.04M
BA
Boeing CO

Industrials
137
+ 4.39%
$138.14 - $180.72 $18.9K - $24.8K
3.26K $577K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
91
+ 2.58%
$172.07 - $207.36 $15.7K - $18.9K
3.61K $713K
C
Citigroup Inc

Financial Services
206
+ 2.06%
$61.31 - $72.5 $12.6K - $14.9K
10.2K $719K
WFC
Wells Fargo & Company

Financial Services
170
+ 3.2%
$54.98 - $77.35 $9.35K - $13.1K
5.49K $385K
OKE
Oneok Inc

Energy
25
+ 0.3%
$92.28 - $117.05 $2.31K - $2.93K
8.34K $837K
EEM
Ishares Msci Emerging Markets

ETFs
3.07K
+ 24.68%
$41.82 - $47.36 $128K - $145K
15.5K $648K
T
At&T Inc.

Communication Services
2.09K
+ 5.7%
$21.22 - $23.88 $44.3K - $49.8K
38.7K $881K
ADP
Automatic Data Processing Inc

Industrials
12
+ 0.27%
$280.08 - $307.97 $3.36K - $3.7K
4.46K $1.31M
INTU
Intuit Inc

Technology
108
+ 29.35%
$602.01 - $706.25 $65K - $76.3K
476 $299K
KMI
Kinder Morgan, Inc.

Energy
120
+ 0.96%
$22.59 - $28.54 $2.71K - $3.42K
12.6K $345K
MCD
Mcdonalds Corp

Consumer Cyclical
436
+ 9.58%
$288.47 - $316.54 $126K - $138K
4.99K $1.45M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.16%
$873.59 - $994.69 $2.62K - $2.98K
1.92K $1.76M
ASML
Asml Holding Nv

Technology
134
+ 54.03%
$658.43 - $872.27 $88.2K - $117K
382 $264K
PH
Parker Hannifin Corp

Industrials
86
+ 11.81%
$621.74 - $709.46 $53.5K - $61K
814 $517K
DGRO
Ishares Core Dividend Growth E

ETFs
1.38K
+ 6.43%
$60.73 - $64.94 $83.7K - $89.5K
22.8K $1.4M
CMI
Cummins Inc

Industrials
32
+ 2.0%
$324.93 - $383.42 $10.4K - $12.3K
1.63K $568K
EW
Edwards Lifesciences Corp

Healthcare
68
+ 1.23%
$64.54 - $75.92 $4.39K - $5.16K
5.58K $412K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.96K
+ 6.2%
$24.72 - $26.9 $48.5K - $52.7K
33.6K $849K
IWB
Ishares Tr Russell 1000 ETF

ETFs
16
+ 0.29%
$311.11 - $335.64 $4.98K - $5.37K
5.46K $1.76M
SBUX
Starbucks Corp

Consumer Cyclical
590
+ 26.36%
$87.44 - $102.5 $51.6K - $60.5K
2.83K $257K
GD
General Dynamics Corp

Industrials
262
+ 30.93%
$260.28 - $314.03 $68.2K - $82.3K
1.11K $292K
PANW
Palo Alto Networks Inc

Technology
1.53K
+ 101.13%
$181.96 - $405.9 $278K - $620K
3.04K $552K
BNDX
Vanguard Total International B

ETFs
810
+ 16.31%
$48.91 - $50.61 $39.6K - $41K
5.78K $283K
TTD
Trade Desk, Inc.

Technology
8
+ 0.19%
$108.7 - $139.51 $870 - $1.12K
4.17K $490K
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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