Mayflower Financial Advisors, LLC Incresed Positions in Q4 2024

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43.2K
+ 15.21%
$66.77 - $71.52 $2.88M - $3.09M
327K $22.5M
AVGO
Broadcom Inc.

Technology
117
+ 0.46%
$159.67 - $250.0 $18.7K - $29.3K
25.6K $5.93M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 4.79%
$180.88 - $232.93 $273K - $351K
33K $7.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.62K
+ 10.19%
$176.42 - $186.91 $1.35M - $1.43M
82.5K $14.7M
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 5.89%
$36.46 - $82.38 $57.4K - $130K
28.3K $2.14M
GOOGL
Alphabet Inc.

Communication Services
607
+ 1.57%
$161.86 - $196.66 $98.2K - $119K
39.2K $7.43M
TSLA
Tesla, Inc.

Consumer Cyclical
671
+ 14.43%
$213.65 - $479.86 $143K - $322K
5.32K $2.15M
EFG
Msci Eafe Growth ETF

ETFs
14K
+ 25.28%
$96.83 - $106.88 $1.36M - $1.5M
69.4K $6.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
183K
+ 243.7%
$26.93 - $84.95 $4.93M - $15.5M
258K $7.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
257
+ 0.23%
$94.43 - $105.47 $24.3K - $27.1K
114K $11.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.2K
+ 20.8%
$46.48 - $51.32 $566K - $625K
70.7K $3.41M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
224K
+ 124.89%
$22.63 - $47.53 $5.06M - $10.6M
403K $9.14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.1K
+ 3.97%
$49.03 - $53.35 $299K - $325K
160K $8.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
26K
+ 53.2%
$26.65 - $29.34 $694K - $764K
75K $2.03M
CVX
Chevron Corp

Energy
4.29K
+ 24.8%
$141.15 - $162.53 $605K - $697K
21.6K $3.13M
V
Visa Inc.

Financial Services
257
+ 2.19%
$273.87 - $320.91 $70.4K - $82.5K
12K $3.78M
MO
Altria Group, Inc.

Consumer Defensive
8.17K
+ 12.14%
$49.06 - $57.74 $401K - $472K
75.4K $3.94M
NFLX
Netflix Inc

Communication Services
371
+ 60.13%
$687.65 - $936.56 $255K - $347K
988 $880K
GLD
Spdr Gold Trust

ETFs
1.71K
+ 12.6%
$236.59 - $257.5 $404K - $440K
15.3K $3.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
565
+ 7.21%
$521.84 - $558.82 $295K - $316K
8.4K $4.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.96K
+ 30.94%
$87.1 - $98.49 $607K - $686K
29.5K $2.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.21%
$4100.99 - $5300.34 $4.1K - $5.3K
470 $2.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
790
+ 64.28%
$370.24 - $418.94 $292K - $331K
2.02K $810K
MA
Mastercard Inc

Financial Services
356
+ 8.25%
$491.3 - $536.15 $175K - $191K
4.67K $2.46M
XLK
Technology Sector Spdr

ETFs
1.13K
+ 32.78%
$220.26 - $241.44 $249K - $273K
4.59K $1.07M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.3K
+ 19.75%
$25.0 - $25.11 $282K - $283K
68.4K $1.71M
MBB
Ishares Tr

ETFs
4.78K
+ 12.23%
$91.26 - $95.82 $436K - $458K
43.9K $4.02M
NOW
Service Now, Inc.

Technology
25
+ 1.73%
$867.18 - $1148.42 $21.7K - $28.7K
1.47K $1.56M
BAC
Bank Of America Corp

Financial Services
206
+ 0.37%
$39.22 - $47.77 $8.08K - $9.84K
56.2K $2.47M
VTI
Vanguard Total Stock Market Et

ETFs
410
+ 2.2%
$280.04 - $302.45 $115K - $124K
19.1K $5.53M
CGUS
Capital Group Core Equity ETF
6.14K
+ 17.4%
$33.96 - $36.24 $209K - $223K
41.5K $1.45M
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
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
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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