Mayflower Financial Advisors, LLC Reduced Holdings in Q3 2025

Mayflower Financial Advisors, LLC

  • $977 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-29.1K
- 69.66%
$106.99 - $114.46 $3.12M - $3.33M
12.7K $1.45M
IYW
Ishares Dj Us Tech ETF

ETFs
-13.9K
- 51.83%
$171.38 - $197.01 $2.38M - $2.73M
12.9K $2.53M
EFV
Msci Eafe Value ETF

ETFs
-30.6K
- 19.22%
$62.79 - $68.42 $1.92M - $2.09M
129K $8.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-26.5K
- 13.37%
$45.6 - $46.92 $1.21M - $1.25M
172K $8.03M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-22.7K
- 52.48%
$44.22 - $45.74 $1.01M - $1.04M
20.6K $938K
MUB
Ishares National Muni Bond ETF

ETFs
-9.26K
- 18.04%
$103.24 - $106.68 $955K - $987K
42.1K $4.48M
IEMG
Ishares Inc

ETFs
-14.8K
- 9.27%
N/A
145K $7.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.3K
- 8.95%
$182.33 - $194.5 $1.87M - $2M
105K $20.3M
ADBE
Adobe Inc.

Technology
-1.52K
- 54.54%
$333.65 - $392.1 $507K - $596K
1.27K $446K
V
Visa Inc.

Financial Services
-1.3K
- 10.23%
$332.09 - $358.86 $430K - $465K
11.4K $3.88M
PM
Philip Morris International Inc.

Consumer Defensive
-787
- 5.82%
$157.77 - $183.27 $124K - $144K
12.7K $2.07M
IEV
Ishares Tr Europe ETF

ETFs
-6.21K
- 28.09%
$61.37 - $65.49 $381K - $407K
15.9K $1.04M
NKE
Nike, Inc.

Consumer Cyclical
-4.33K
- 33.86%
$69.24 - $79.24 $300K - $343K
8.45K $589K
CRM
Salesforce, Inc.

Technology
-753
- 22.25%
$231.66 - $273.65 $174K - $206K
2.63K $623K
HUBS
Hubspot Inc

Technology
-221
- 14.52%
$420.79 - $560.9 $93K - $124K
1.3K $608K
AMT
American Tower Corp

Real Estate
-173
- 2.56%
$192.32 - $232.35 $33.3K - $40.2K
6.59K $1.27M
TOST
Toast, Inc.

Technology
-3.14K
- 25.02%
$36.51 - $49.3 $114K - $155K
9.4K $343K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-903
- 1.07%
$46.51 - $50.07 $42K - $45.2K
83.9K $3.94M
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.08%
$283.86 - $450.3 $284 - $450
1.2K $344K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.64K
- 11.52%
$70.85 - $76.96 $187K - $203K
20.3K $1.54M
IBM
International Business Machines Corp

Technology
-346
- 4.77%
$234.77 - $292.47 $81.2K - $101K
6.91K $1.95M
OKE
Oneok Inc

Energy
-1.37K
- 16.5%
$71.36 - $83.47 $97.7K - $114K
6.93K $505K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.08K
- 30.84%
$62.54 - $68.42 $193K - $211K
6.91K $466K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.28K
- 21.95%
$121.35 - $144.54 $398K - $474K
11.6K $1.68M
CBZ
Cbiz, Inc.

Industrials
-1K
- 17.66%
$51.19 - $77.81 $51.2K - $77.8K
4.66K $246K
NVO
Novo Nordisk A S

Healthcare
-795
- 10.67%
$45.38 - $71.7 $36.1K - $57K
6.66K $369K
PG
Procter & Gamble CO

Consumer Defensive
-289
- 1.66%
$150.47 - $161.22 $43.5K - $46.6K
17.1K $2.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-160
- 11.32%
$366.54 - $479.53 $58.6K - $76.7K
1.25K $490K
WSO
Watsco Inc

Industrials
-198
- 13.93%
$381.94 - $489.97 $75.6K - $97K
1.22K $494K
CNI
Canadian National Railway CO

Industrials
-501
- 5.77%
$92.01 - $106.6 $46.1K - $53.4K
8.18K $770K
CGDV
Capital Group Divid Value ETF

ETFs
-4.6K
- 17.65%
$39.59 - $42.21 $182K - $194K
21.4K $900K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.09K
- 31.82%
$85.84 - $99.09 $93.1K - $108K
2.33K $203K
CMCSA
Comcast Corp

Communication Services
-1.65K
- 10.1%
$31.41 - $36.33 $51.8K - $59.9K
14.7K $461K
ADP
Automatic Data Processing Inc

Industrials
-189
- 4.38%
$288.69 - $310.94 $54.6K - $58.8K
4.12K $1.21M
UPS
United Parcel Service Inc

Industrials
-204
- 3.55%
$82.58 - $105.54 $16.8K - $21.5K
5.55K $463K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.1K
- 2.73%
$92.18 - $95.14 $194K - $200K
75K $7.14M
OEF
Ishares S&P 100 ETF

ETFs
-377
- 2.19%
N/A
16.8K $4.47M
SUB
Ishares Short Term National Mu

ETFs
-1.05K
- 2.57%
$106.17 - $107.3 $112K - $113K
39.9K $4.27M
RTX
Raytheon Technologies Corp

Industrials
-2.46K
- 16.48%
$144.19 - $167.33 $355K - $412K
12.5K $2.09M
BRO
Brown & Brown, Inc.

Financial Services
-1
- 0.02%
$90.88 - $108.93 $90.9 - $109
5.44K $509K
EVCM
Ever Commerce Inc.

Technology
-11K
- 16.9%
$9.98 - $12.15 $110K - $134K
54.1K $602K
DIS
Walt Disney CO

Communication Services
-162
- 2.61%
$112.25 - $124.0 $18.2K - $20.1K
6.05K $693K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.08K
- 7.21%
$76.16 - $78.59 $82.5K - $85.1K
13.9K $1.09M
SPGI
S&P Global Inc.

Financial Services
-19
- 1.35%
$484.94 - $564.15 $9.21K - $10.7K
1.39K $677K
F
Ford Motor CO

Consumer Cyclical
-8.69K
- 20.56%
$10.82 - $12.09 $94.1K - $105K
33.6K $401K
ISRG
Intuitive Surgical Inc

Healthcare
-22
- 4.55%
$433.66 - $544.47 $9.54K - $12K
461 $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.01K
- 13.0%
$49.43 - $54.52 $149K - $164K
20.1K $1.09M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.98K
- 16.12%
$34.31 - $38.09 $102K - $114K
15.5K $588K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.9K
- 9.46%
$32.53 - $35.69 $192K - $210K
56.4K $2M
Activity Summary
Buys All Purchases 202 New Holdings 26 Increased Positions 176 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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