Mayflower Financial Advisors, LLC Incresed Positions 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
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
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
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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.8K
+ 4.42%
$22.46 - $23.26 $400K - $414K
421K $9.74M
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
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
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.43K
+ 26.21%
$302.31 - $337.54 $433K - $483K
6.89K $2.11M
OEF
Ishares S&P 100 ETF

ETFs
1.33K
+ 7.04%
N/A
20.3K $5.4M
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
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
MA
Mastercard Inc

Financial Services
256
+ 5.48%
$504.67 - $576.31 $129K - $148K
4.93K $2.7M
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
VGLT
Vanguard Long Term Treasury Et

ETFs
2.33K
+ 7.34%
$53.99 - $58.43 $126K - $136K
34.1K $1.96M
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
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 0.68%
$402.49 - $513.76 $4.02K - $5.14K
1.49K $722K
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
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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