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
MMM
3 M CO

Industrials
172
+ 3.97%
$129.7 - $155.12 $22.3K - $26.7K
4.51K $661K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.2K
+ 22.19%
N/A
23.1K $549K
GILD
Gilead Sciences, Inc.

Healthcare
249
+ 7.27%
$89.14 - $117.41 $22.2K - $29.2K
3.68K $411K
ED
Consolidated Edison Inc

Utilities
82
+ 2.32%
$88.0 - $110.59 $7.22K - $9.07K
3.62K $400K
XLE
Energy Sector Spdr

ETFs
114
+ 1.26%
$85.7 - $93.96 $9.77K - $10.7K
9.2K $859K
CB
Chubb LTD

Financial Services
92
+ 4.49%
$257.71 - $301.99 $23.7K - $27.8K
2.14K $647K
RSG
Republic Services, Inc.

Industrials
3
+ 0.16%
$200.09 - $242.16 $600 - $726
1.9K $460K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
36
+ 1.72%
$208.48 - $244.03 $7.51K - $8.79K
2.13K $519K
ECL
Ecolab Inc.

Basic Materials
109
+ 4.52%
$229.72 - $269.82 $25K - $29.4K
2.52K $639K
VCIT
Vanguard Intermediate Term Cor

ETFs
427
+ 1.92%
$79.17 - $82.04 $33.8K - $35K
22.6K $1.85M
AWK
American Water Works Company, Inc.

Utilities
98
+ 4.86%
$121.01 - $149.31 $11.9K - $14.6K
2.12K $312K
SBUX
Starbucks Corp

Consumer Cyclical
396
+ 14.0%
$91.75 - $115.81 $36.3K - $45.9K
3.22K $316K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.2K
+ 3.8%
$56.17 - $59.71 $67.1K - $71.4K
32.7K $1.87M
IGRO
Ishares Tr International Divid

ETFs
523
+ 13.83%
$66.91 - $73.87 $35K - $38.6K
4.3K $311K
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.26%
$158.56 - $176.26 $6.98K - $7.76K
17K $2.9M
WMB
Williams Companies, Inc.

Energy
475
+ 11.12%
$54.02 - $61.09 $25.7K - $29K
4.75K $283K
INTC
Intel Corp

Technology
4
+ 0.02%
$19.1 - $27.39 $76.4 - $110
19.1K $433K
TXN
Texas Instruments Inc

Technology
259
+ 4.77%
N/A
5.69K $1.11M
CGUS
Capital Group Core Equity ETF
3.4K
+ 8.19%
$33.08 - $36.62 $112K - $124K
44.9K $1.5M
DGRO
Ishares Core Dividend Growth E

ETFs
605
+ 2.65%
$60.46 - $64.42 $36.6K - $39K
23.4K $1.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
562
+ 17.51%
$76.94 - $78.28 $43.2K - $44K
3.77K $295K
NEAR
Blackrock Short Maturity Bond

ETFs
898
+ 21.39%
$50.4 - $50.89 $45.3K - $45.7K
5.1K $259K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 7.37%
$120.29 - $134.6 $166K - $186K
20.1K $2.46M
IXUS
Ishares Tr

ETFs
262
+ 3.93%
$65.06 - $72.31 $17K - $18.9K
6.93K $484K
VV
Vanguard Large Cap ETF

ETFs
288
+ 10.13%
$253.32 - $282.66 $73K - $81.4K
3.13K $805K
TTWO
Take Two Interactive Software Inc

Communication Services
32
+ 2.72%
$178.61 - $217.95 $5.72K - $6.97K
1.21K $250K
FAF
First American Financial Corp

Financial Services
105
+ 1.3%
$57.7 - $66.47 $6.06K - $6.98K
8.18K $536K
NGG
National Grid PLC

Utilities
140
+ 3.99%
$56.13 - $65.61 $7.86K - $9.19K
3.65K $239K
SPGI
S&P Global Inc.

Financial Services
35
+ 2.68%
$478.26 - $543.77 $16.7K - $19K
1.34K $680K
EEMV
Ishares Msci Emerging Markets

ETFs
358
+ 1.35%
$57.07 - $59.29 $20.4K - $21.2K
26.8K $1.57M
SLB
Schlumberger Limited

Energy
95
+ 1.38%
$38.4 - $43.74 $3.65K - $4.16K
7K $292K
SO
Southern CO

Utilities
23
+ 0.9%
$80.96 - $92.96 $1.86K - $2.14K
2.57K $235K
META
Meta Platforms, Inc.

Communication Services
205
+ 2.96%
$576.36 - $736.67 $118K - $151K
7.13K $4.11M
PAYX
Paychex Inc

Industrials
17
+ 1.06%
$136.06 - $154.52 $2.31K - $2.63K
1.63K $250K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 1.42%
$29.82 - $30.1 $14.9K - $15.1K
35.8K $1.08M
VUG
Vanguard Growth ETF

ETFs
379
+ 12.65%
$369.1 - $427.61 $140K - $162K
3.38K $1.25M
IGM
Ishares Expanded Tech Sector E

ETFs
497
+ 23.36%
$90.67 - $108.46 $45.1K - $53.9K
2.63K $238K
PFE
Pfizer Inc

Healthcare
2.96K
+ 6.48%
$25.01 - $27.13 $74.1K - $80.4K
48.7K $1.23M
CGGO
Capital Group Global Growth Eq

ETFs
1K
+ 11.53%
$28.33 - $30.84 $28.4K - $31K
9.72K $275K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
86
+ 1.23%
$126.11 - $135.06 $10.8K - $11.6K
7.08K $913K
MU
Micron Technology Inc

Technology
104
+ 2.66%
$86.89 - $109.38 $9.04K - $11.4K
4.01K $348K
IWD
Ishares Russell 1000 Val ETF

ETFs
39
+ 1.02%
$182.82 - $196.21 $7.13K - $7.65K
3.88K $729K
CHD
Church & Dwight CO Inc

Consumer Defensive
9
+ 0.26%
$101.42 - $113.2 $913 - $1.02K
3.45K $379K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.38%
$221.46 - $244.83 $886 - $979
1.05K $254K
TJX
Tjx Companies Inc

Consumer Cyclical
23
+ 0.16%
$112.81 - $126.16 $2.59K - $2.9K
14.5K $1.77M
VT
Vanguard Total World Stk Index

ETFs
533
+ 1.82%
$115.08 - $123.97 $61.3K - $66.1K
29.9K $3.47M
WMT
Walmart Inc.

Consumer Defensive
411
+ 5.49%
$84.5 - $105.05 $34.7K - $43.2K
7.9K $693K
BA
Boeing CO

Industrials
194
+ 5.95%
$148.15 - $186.25 $28.7K - $36.1K
3.46K $589K
TTE
Total Energies Se

Energy
176
+ 1.22%
N/A
14.6K $1M
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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