Mayflower Financial Advisors, LLC Incresed Positions in Q3 2025

Mayflower Financial Advisors, LLC

  • $977 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
W
Wayfair Inc.

Consumer Cyclical
29
+ 0.02%
$51.99 - $90.17 $1.51K - $2.61K
163K $14.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
84.1K
+ 125.43%
$51.78 - $57.89 $4.36M - $4.87M
151K $8.7M
AAPL
Apple Inc.

Technology
795
+ 0.92%
$202.38 - $256.87 $161K - $204K
87.4K $22.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
42.8K
+ 23.68%
$54.35 - $59.32 $2.33M - $2.54M
224K $13.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
53K
+ 29.51%
$48.5 - $50.19 $2.57M - $2.66M
232K $11.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.8K
+ 3.84%
$72.65 - $78.68 $859K - $930K
320K $25.1M
RDVY
First Trust Rising Dividend Ac

ETFs
36.4K
+ 218.78%
$62.38 - $67.29 $2.27M - $2.45M
53.1K $3.57M
GOOG
Alphabet Inc.

Communication Services
542
+ 1.61%
$175.16 - $255.24 $94.9K - $138K
34.3K $8.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.4K
+ 15.23%
$26.38 - $27.95 $1.65M - $1.74M
472K $12.9M
MSFT
Microsoft Corp

Technology
2.21K
+ 5.22%
$491.09 - $535.64 $1.09M - $1.18M
44.6K $23.1M
GLDM
World Gold Trust

ETFs
15.8K
+ 53.09%
$64.73 - $76.45 $1.02M - $1.21M
45.5K $3.48M
ABBV
Abb Vie Inc.

Healthcare
3.41K
+ 21.77%
$184.85 - $231.54 $631K - $790K
19.1K $4.42M
AVGO
Broadcom Inc.

Technology
719
+ 3.25%
$264.74 - $369.57 $190K - $266K
22.8K $7.53M
VIG
Vanguard Dividend Appreciation

ETFs
6.09K
+ 41.73%
N/A
20.7K $3.77M
IVE
Ishares S&P 500 Value ETF

ETFs
2.48K
+ 5.47%
$194.44 - $206.51 $482K - $512K
47.8K $9.86M
CAT
Caterpillar Inc

Industrials
1.37K
+ 34.17%
$390.92 - $477.15 $534K - $651K
5.36K $2.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
825
+ 8.88%
$567.77 - $614.76 $468K - $507K
10.1K $6.2M
MO
Altria Group, Inc.

Consumer Defensive
4.3K
+ 5.44%
$57.75 - $67.68 $248K - $291K
83.3K $5.5M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 0.85%
$293.94 - $444.72 $15.9K - $24K
6.37K $2.83M
SPMD
Spdr Portfolio

ETFs
9.65K
+ 14.25%
$54.43 - $58.29 $525K - $563K
77.4K $4.43M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 7.08%
$155.17 - $185.42 $164K - $196K
16K $2.97M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
22.7K
+ 5.27%
$22.9 - $23.58 $520K - $536K
454K $10.6M
VTV
Vanguard Value ETF

ETFs
2.46K
+ 17.08%
$175.51 - $186.57 $431K - $458K
16.8K $3.14M
CVX
Chevron Corp

Energy
1.84K
+ 8.24%
$145.57 - $161.83 $268K - $298K
24.2K $3.76M
JPM
Jpmorgan Chase & CO

Financial Services
278
+ 1.55%
$282.78 - $316.06 $78.6K - $87.9K
18.2K $5.74M
MBB
Ishares Tr

ETFs
4.45K
+ 10.3%
$92.46 - $95.73 $411K - $426K
47.7K $4.53M
ORCL
Oracle Corp

Technology
27
+ 0.38%
$218.96 - $328.33 $5.91K - $8.86K
7.2K $2.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.28K
+ 6.93%
$72.57 - $74.72 $383K - $394K
81.4K $6.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 5.78%
$211.65 - $238.24 $419K - $471K
36.2K $7.96M
VUG
Vanguard Growth ETF

ETFs
612
+ 17.65%
$433.97 - $484.08 $266K - $296K
4.08K $1.96M
IEFA
Ishares Tr

ETFs
1.5K
+ 1.87%
$81.7 - $87.53 $122K - $131K
81.5K $7.12M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.72K
+ 26.23%
$100.16 - $100.7 $372K - $375K
17.9K $1.8M
IAU
Ishares Gold Trust

ETFs
2.26K
+ 11.26%
$61.62 - $72.77 $139K - $165K
22.4K $1.63M
VT
Vanguard Total World Stk Index

ETFs
510
+ 1.68%
$128.41 - $138.03 $65.5K - $70.4K
30.9K $4.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 1.18%
$546.99 - $602.2 $38.8K - $42.8K
6.09K $3.66M
BAC
Bank Of America Corp

Financial Services
1.96K
+ 3.62%
$44.92 - $52.42 $87.8K - $102K
55.9K $2.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
468
+ 13.51%
$224.68 - $282.71 $105K - $132K
3.93K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
235
+ 4.44%
$357.4 - $423.42 $84K - $99.5K
5.53K $2.24M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.65K
+ 10.51%
$50.85 - $51.35 $287K - $290K
59.4K $3.04M
WFC
Wells Fargo & Company

Financial Services
3.2K
+ 58.75%
$77.05 - $85.16 $247K - $273K
8.65K $725K
ABT
Abbott Laboratories

Healthcare
2.39K
+ 13.97%
$120.51 - $136.62 $289K - $327K
19.5K $2.62M
WMB
Williams Companies, Inc.

Energy
4.37K
+ 69.76%
$56.52 - $64.01 $247K - $280K
10.6K $673K
LLY
Eli Lilly & CO

Healthcare
438
+ 13.16%
$625.65 - $812.69 $274K - $356K
3.77K $2.87M
DELL
Dell Technologies Inc.

Technology
751
+ 9.68%
$120.96 - $141.77 $90.8K - $106K
8.51K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.2K
+ 17.99%
$98.52 - $103.93 $217K - $229K
14.5K $1.49M
CWK
Cushman & Wakefield PLC

Real Estate
429
+ 0.88%
$11.09 - $16.87 $4.76K - $7.24K
49K $779K
ITOT
Ishares Core S&P Total U.S. St

ETFs
86
+ 0.4%
$135.0 - $146.02 $11.6K - $12.6K
21.3K $3.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 0.89%
$404.94 - $499.99 $10.1K - $12.5K
2.84K $1.38M
NVT
N Vent Electric PLC

Industrials
1.09K
+ 21.91%
$72.16 - $100.25 $78.8K - $109K
6.08K $599K
Activity Summary
Buys All Purchases 202 New Holdings 26 Increased Positions 176 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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