Mayflower Financial Advisors, LLC Incresed Positions in Q3 2024

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
65.5K
+ 148.36%
$51.72 - $57.96 $3.39M - $3.79M
110K $6.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
60K
+ 30.93%
$44.83 - $47.42 $2.69M - $2.84M
254K $12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.35K
+ 9.27%
$162.64 - $179.3 $1.03M - $1.14M
74.8K $13.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.5K
+ 26.11%
$77.02 - $85.06 $1.2M - $1.32M
75.1K $6.35M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18.9K
+ 43.97%
$56.04 - $62.99 $1.06M - $1.19M
61.8K $3.78M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
47K
+ 463.38%
$24.78 - $25.11 $1.16M - $1.18M
57.1K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
88
+ 0.43%
$405.19 - $478.57 $35.7K - $42.1K
20.7K $9.51M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.1K
+ 10.08%
$44.24 - $49.47 $622K - $696K
154K $7.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.59K
+ 25.42%
$475.2 - $527.7 $755K - $838K
7.83K $4.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.9K
+ 8.44%
$45.2 - $47.87 $630K - $667K
179K $8.51M
IEFA
Ishares Tr

ETFs
259
+ 0.31%
$70.09 - $78.74 $18.2K - $20.4K
82.8K $6.47M
MBB
Ishares Tr

ETFs
3.08K
+ 8.55%
$90.85 - $96.66 $280K - $298K
39.1K $3.75M
IEV
Ishares Tr Europe ETF

ETFs
5.86K
+ 30.92%
$53.25 - $58.78 $312K - $344K
24.8K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
262
+ 0.39%
$45.95 - $54.71 $12K - $14.3K
67.3K $3.43M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 1.52%
$488.01 - $604.18 $31.2K - $38.7K
4.27K $2.5M
PLTR
Palantir Technologies Inc.

Technology
364
+ 1.38%
$24.09 - $37.95 $8.77K - $13.8K
26.7K $995K
ADBE
Adobe Inc.

Technology
743
+ 38.64%
$508.13 - $586.55 $378K - $436K
2.67K $1.38M
MS
Morgan Stanley

Financial Services
113
+ 0.29%
$92.07 - $106.96 $10.4K - $12.1K
39K $4.07M
IWM
Ishares Russell 2000 ETF

ETFs
44
+ 0.29%
$200.87 - $224.6 $8.84K - $9.88K
15.4K $3.39M
V
Visa Inc.

Financial Services
436
+ 3.87%
$253.74 - $291.56 $111K - $127K
11.7K $3.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.87K
+ 10.5%
$54.98 - $59.51 $158K - $170K
30.1K $1.79M
MA
Mastercard Inc

Financial Services
25
+ 0.58%
$429.6 - $500.99 $10.7K - $12.5K
4.31K $2.13M
CAT
Caterpillar Inc

Industrials
14
+ 0.35%
$316.8 - $391.12 $4.44K - $5.48K
3.96K $1.55M
JPM
Jpmorgan Chase & CO

Financial Services
261
+ 1.37%
$194.9 - $224.8 $50.9K - $58.7K
19.4K $4.08M
OKE
Oneok Inc

Energy
1.6K
+ 23.82%
$78.62 - $95.27 $126K - $152K
8.31K $757K
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 0.47%
$531.86 - $624.21 $7.45K - $8.74K
2.99K $1.85M
MUB
Ishares National Muni Bond ETF

ETFs
505
+ 0.75%
$106.13 - $108.7 $53.6K - $54.9K
67.7K $7.36M
ACN
Accenture PLC

Technology
185
+ 7.21%
$295.44 - $355.81 $54.7K - $65.8K
2.75K $972K
CME
Cme Group Inc.

Financial Services
3
+ 0.04%
$193.43 - $220.62 $580 - $662
7.86K $1.73M
CVX
Chevron Corp

Energy
2.22K
+ 14.69%
$137.88 - $161.97 $306K - $359K
17.3K $2.55M
C
Citigroup Inc

Financial Services
3.08K
+ 44.46%
$56.11 - $67.61 $173K - $208K
10K $627K
ITOT
Ishares Core S&P Total U.S. St

ETFs
482
+ 2.61%
$113.41 - $125.62 $54.7K - $60.5K
19K $2.38M
NOW
Service Now, Inc.

Technology
28
+ 1.97%
$730.87 - $937.36 $20.5K - $26.2K
1.45K $1.29M
IFRA
Ishares Tr

ETFs
1.69K
+ 9.11%
$41.55 - $46.97 $70.3K - $79.4K
20.3K $951K
IWF
Ishares Russell 1000 Gr ETF

ETFs
422
+ 52.29%
$332.02 - $382.76 $140K - $162K
1.23K $461K
NKE
Nike, Inc.

Consumer Cyclical
545
+ 5.99%
$71.09 - $89.44 $38.7K - $48.7K
9.64K $851K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.03K
+ 5.01%
$79.29 - $84.02 $81.5K - $86.4K
21.6K $1.81M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
689
+ 2.58%
$58.03 - $65.37 $40K - $45K
27.4K $1.78M
CGUS
Capital Group Core Equity ETF
2.8K
+ 8.63%
$31.19 - $34.33 $87.5K - $96.3K
35.3K $1.21M
SPGI
S&P Global Inc.

Financial Services
210
+ 27.45%
$446.32 - $527.38 $93.7K - $111K
975 $503K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.08K
+ 4.44%
$26.43 - $29.86 $55K - $62.1K
48.9K $1.45M
DGRO
Ishares Core Dividend Growth E

ETFs
539
+ 2.58%
$57.47 - $62.76 $31K - $33.8K
21.4K $1.34M
VB
Vanguard Small Cap ETF

ETFs
287
+ 8.59%
$214.77 - $237.72 $61.6K - $68.2K
3.63K $860K
TTE
Total Energies Se

Energy
1.53K
+ 13.69%
$68.61 - $68.61 $105K - $105K
12.7K $871K
XOM
Exxon Mobil Corp

Energy
432
+ 1.2%
$109.72 - $119.0 $47.4K - $51.4K
36.4K $4.27M
WM
Waste Management Inc

Industrials
716
+ 16.76%
$196.96 - $223.45 $141K - $160K
4.99K $1.04M
EPD
Enterprise Products Partners L.P.

Energy
3.85K
+ 16.06%
$27.88 - $30.0 $107K - $116K
27.9K $810K
ZTS
Zoetis Inc.

Healthcare
38
+ 0.79%
$172.58 - $196.48 $6.56K - $7.47K
4.85K $947K
GLW
Corning Inc

Technology
116
+ 0.71%
$37.76 - $46.2 $4.38K - $5.36K
16.6K $748K
Activity Summary
Buys All Purchases 166 New Holdings 26 Increased Positions 140 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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