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
IXUS
Ishares Tr

ETFs
2
+ 0.03%
$65.95 - $72.56 $132 - $145
6.67K $441K
GE
General Electric CO

Industrials
17
+ 0.8%
$159.95 - $194.23 $2.72K - $3.3K
2.13K $355K
DUK
Duke Energy Corp

Utilities
44
+ 0.63%
$105.76 - $120.76 $4.65K - $5.31K
7.08K $762K
ED
Consolidated Edison Inc

Utilities
46
+ 1.32%
$88.87 - $107.38 $4.09K - $4.94K
3.54K $315K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.33%
$234.32 - $261.43 $1.87K - $2.09K
2.41K $565K
DOW
Dow Inc.

Basic Materials
1.1K
+ 16.52%
$39.1 - $55.34 $42.9K - $60.7K
7.73K $310K
NUE
Nucor Corp

Basic Materials
143
+ 6.92%
$115.78 - $167.74 $16.6K - $24K
2.21K $257K
PG
Procter & Gamble CO

Consumer Defensive
218
+ 1.3%
$161.05 - $179.7 $35.1K - $39.2K
17K $2.84M
PSX
Phillips 66

Energy
30
+ 0.88%
$110.35 - $138.93 $3.31K - $4.17K
3.43K $391K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.6K
+ 3.42%
$71.75 - $75.11 $186K - $195K
78.5K $5.64M
IEV
Ishares Tr Europe ETF

ETFs
1.63K
+ 6.58%
$52.03 - $57.63 $84.9K - $94.1K
26.4K $1.38M
MU
Micron Technology Inc

Technology
50
+ 1.3%
$84.16 - $113.41 $4.21K - $5.67K
3.91K $328K
RTX
Raytheon Technologies Corp

Industrials
51
+ 0.33%
$114.45 - $127.21 $5.84K - $6.49K
15.4K $1.78M
UBER
Uber Technologies, Inc

Technology
146
+ 2.49%
$59.93 - $86.34 $8.75K - $12.6K
6K $361K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.3K
+ 100.0%
$18.41 - $40.87 $355K - $787K
38.5K $712K
DHR
Danaher Corp

Healthcare
77
+ 3.13%
$226.16 - $274.52 $17.4K - $21.1K
2.53K $581K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
+ 4.59%
$75.1 - $82.99 $78.4K - $86.6K
23.8K $1.8M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 0.51%
$244.52 - $284.07 $6.36K - $7.39K
5.08K $1.25M
HDV
Ishares Core High Dividend ETF

ETFs
40
+ 0.16%
$110.82 - $121.28 $4.43K - $4.85K
24.9K $2.79M
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 5.38%
$61.74 - $71.71 $75.6K - $87.8K
24K $1.49M
NVO
Novo Nordisk A S

Healthcare
894
+ 13.31%
$85.0 - $120.04 $76K - $107K
7.61K $654K
PEP
Pepsico Inc

Consumer Defensive
487
+ 3.81%
$151.29 - $176.1 $73.7K - $85.8K
13.3K $2.02M
NEE
Nextera Energy Inc

Utilities
86
+ 0.62%
$69.77 - $85.43 $6K - $7.35K
13.8K $992K
LMT
Lockheed Martin Corp

Industrials
305
+ 9.06%
$479.66 - $614.62 $146K - $187K
3.67K $1.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
221
+ 1.54%
$59.25 - $72.99 $13.1K - $16.1K
14.6K $871K
VEU
Vanguard Ftse All World Ex Us

ETFs
159
+ 0.36%
$57.29 - $63.1 $9.11K - $10K
44.4K $2.55M
UNH
Unitedhealth Group Inc

Healthcare
161
+ 3.77%
$485.52 - $625.25 $78.2K - $101K
4.43K $2.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 0.57%
$501.29 - $612.85 $8.52K - $10.4K
3.01K $1.57M
MRK
Merck & Co., Inc.

Healthcare
450
+ 1.79%
$96.31 - $114.76 $43.3K - $51.6K
25.6K $2.54M
EFV
Msci Eafe Value ETF

ETFs
4.63K
+ 4.22%
$51.78 - $57.15 $240K - $265K
114K $5.99M
LLY
Eli Lilly & CO

Healthcare
42
+ 1.34%
$727.2 - $932.06 $30.5K - $39.1K
3.18K $2.45M
IEFA
Ishares Tr

ETFs
114
+ 0.14%
$70.06 - $77.43 $7.99K - $8.83K
83K $5.83M
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
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email