Mayflower Financial Advisors, LLC Reduced Holdings in Q4 2024

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.65K
- 8.36%
$570.51 - $610.59 $3.79M - $4.06M
72.9K $42.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-39.1K
- 15.41%
$45.07 - $47.1 $1.76M - $1.84M
215K $9.7M
W
Wayfair Inc.

Consumer Cyclical
-38
- 0.02%
$37.77 - $56.94 $1.44K - $2.16K
162K $7.2M
XOM
Exxon Mobil Corp

Energy
-10.3K
- 28.17%
$105.51 - $125.37 $1.08M - $1.29M
26.1K $2.81M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-16.2K
- 15.95%
$45.38 - $46.88 $737K - $762K
85.6K $3.91M
VEA
Vanguard Ftse Developed Market

ETFs
-5.98K
- 5.47%
$47.57 - $52.44 $285K - $314K
103K $4.95M
AMD
Advanced Micro Devices Inc

Technology
-2.01K
- 26.76%
$118.88 - $172.8 $239K - $347K
5.5K $664K
AMT
American Tower Corp

Real Estate
-557
- 6.57%
$179.4 - $232.01 $99.9K - $129K
7.92K $1.45M
MSFT
Microsoft Corp

Technology
-257
- 0.6%
$406.35 - $454.46 $104K - $117K
42.8K $18M
EVCM
Ever Commerce Inc.

Technology
-43.6K
- 29.93%
$9.97 - $12.22 $435K - $533K
102K $1.12M
FNV
Franco Nevada Corp

Basic Materials
-2.36K
- 26.51%
$113.26 - $137.22 $267K - $323K
6.53K $767K
ZTS
Zoetis Inc.

Healthcare
-1.07K
- 22.01%
$162.24 - $194.42 $173K - $207K
3.78K $615K
AMGN
Amgen Inc

Healthcare
-282
- 6.84%
$258.78 - $328.31 $73K - $92.6K
3.84K $1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.42K
- 1.8%
$88.59 - $94.57 $125K - $134K
77.1K $6.84M
JNJ
Johnson & Johnson

Healthcare
-286
- 1.86%
$143.34 - $165.86 $41K - $47.4K
15.1K $2.19M
CVS
Cvs Health Corp

Healthcare
-1.78K
- 15.81%
$43.78 - $67.46 $78K - $120K
9.48K $425K
ADBE
Adobe Inc.

Technology
-170
- 6.38%
$437.39 - $552.96 $74.4K - $94K
2.5K $1.11M
INTC
Intel Corp

Technology
-8.4K
- 30.56%
$19.07 - $26.23 $160K - $220K
19.1K $382K
DVY
Ishares Tr

ETFs
-1.24K
- 7.92%
$129.55 - $143.41 $160K - $177K
14.4K $1.89M
PFE
Pfizer Inc

Healthcare
-3.59K
- 7.28%
$24.8 - $30.19 $89K - $108K
45.7K $1.21M
NVS
Novartis Ag

Healthcare
-280
- 2.73%
$96.78 - $117.18 $27.1K - $32.8K
9.98K $971K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-986
- 1.79%
$113.92 - $127.38 $112K - $126K
54.2K $6.24M
SJM
J M Smucker CO

Consumer Defensive
-1.36K
- 25.63%
$106.92 - $121.75 $145K - $165K
3.93K $432K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-200
- 0.55%
$52.1 - $57.26 $10.4K - $11.5K
35.9K $1.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-105
- 0.51%
$442.29 - $483.08 $46.4K - $50.7K
20.6K $9.32M
WSO
Watsco Inc

Industrials
-326
- 17.82%
$466.57 - $568.78 $152K - $185K
1.5K $712K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.44K
- 13.93%
$96.64 - $101.23 $139K - $146K
8.9K $862K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.51K
- 23.6%
$104.01 - $115.38 $157K - $174K
4.88K $515K
CNI
Canadian National Railway CO

Industrials
-129
- 1.38%
$100.62 - $117.12 $13K - $15.1K
9.21K $934K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.42K
- 28.31%
$22.39 - $23.45 $144K - $150K
16.3K $373K
VZ
Verizon Communications Inc

Communication Services
-552
- 2.12%
$39.6 - $45.21 $21.9K - $25K
25.4K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
-330
- 39.95%
$471.27 - $550.62 $156K - $182K
496 $258K
EEMV
Ishares Msci Emerging Markets

ETFs
-190
- 0.71%
$57.85 - $63.11 $11K - $12K
26.5K $1.54M
CMCSA
Comcast Corp

Communication Services
-1.28K
- 6.87%
$37.39 - $45.14 $47.8K - $57.7K
17.3K $649K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-680
- 2.7%
$44.04 - $49.49 $29.9K - $33.7K
24.5K $1.08M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.32K
- 20.69%
$32.65 - $33.68 $108K - $112K
12.7K $416K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.94K
- 1.07%
$61.68 - $67.87 $119K - $131K
179K $11.1M
CAT
Caterpillar Inc

Industrials
-18
- 0.45%
$360.37 - $416.88 $6.49K - $7.5K
3.95K $1.43M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.24K
- 4.73%
$30.48 - $34.2 $37.7K - $42.3K
24.9K $758K
CL
Colgate Palmolive CO

Consumer Defensive
-85
- 1.21%
$90.22 - $102.31 $7.67K - $8.7K
6.96K $633K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.07%
$396.64 - $516.74 $397 - $517
1.48K $596K
VO
Vanguard Mid Cap ETF

ETFs
-328
- 2.67%
$261.5 - $284.63 $85.8K - $93.4K
12K $3.16M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-644
- 16.22%
$75.65 - $83.47 $48.7K - $53.8K
3.33K $253K
VTV
Vanguard Value ETF

ETFs
-19
- 0.13%
$168.32 - $181.87 $3.2K - $3.46K
14.5K $2.46M
MDT
Medtronic PLC

Healthcare
-133
- 1.95%
$79.61 - $92.24 $10.6K - $12.3K
6.68K $533K
FAF
First American Financial Corp

Financial Services
-697
- 7.95%
$61.55 - $70.63 $42.9K - $49.2K
8.07K $503K
VNQ
Vanguard Specialized Funds Van

ETFs
-21
- 0.25%
$87.85 - $98.6 $1.84K - $2.07K
8.55K $761K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-489
- 2.06%
$77.86 - $79.27 $38.1K - $38.8K
23.2K $1.81M
IWM
Ishares Russell 2000 ETF

ETFs
-325
- 2.11%
$216.13 - $242.4 $70.2K - $78.8K
15K $3.32M
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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