Mayflower Financial Advisors, LLC Reduced Holdings in Q3 2024

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-728K
- 99.8%
$460.0 - $505.78 $335M - $368M
1.48K $689K
BLK
Black Rock Inc.

Financial Services
-414K
- 99.6%
$782.27 - $949.51 $324M - $393M
1.66K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
-34.3K
- 30.11%
$520.18 - $576.82 $17.8M - $19.8M
79.5K $45.9M
BAC
Bank Of America Corp

Financial Services
-239K
- 81.04%
$36.65 - $44.13 $8.78M - $10.6M
56K $2.22M
TIP
Ishares Tr Tips Bd ETF

ETFs
-57.1K
- 93.46%
$105.92 - $110.83 $6.04M - $6.32M
3.99K $440K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-62.8K
- 72.58%
$76.94 - $79.54 $4.83M - $4.99M
23.7K $1.88M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-29.2K
- 87.88%
$125.95 - $142.04 $3.68M - $4.15M
4.03K $572K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-21.5K
- 54.83%
$113.45 - $126.18 $2.44M - $2.71M
17.7K $2.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-30.4K
- 28.59%
$71.45 - $75.64 $2.17M - $2.3M
75.9K $5.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-13K
- 76.58%
$75.63 - $84.89 $982K - $1.1M
3.97K $334K
IEMG
Ishares Inc

ETFs
-14.9K
- 15.29%
$53.64 - $53.64 $800K - $800K
82.6K $4.43M
GOOGL
Alphabet Inc.

Communication Services
-338
- 0.87%
$148.65 - $191.18 $50.2K - $64.6K
38.6K $6.41M
GOOG
Alphabet Inc.

Communication Services
-309
- 1.06%
$149.54 - $192.66 $46.2K - $59.5K
28.8K $4.82M
RIO
Rio Tinto PLC

Basic Materials
-7.13K
- 53.13%
$59.71 - $71.21 $426K - $508K
6.29K $447K
MRK
Merck & Co., Inc.

Healthcare
-1.26K
- 4.79%
$111.15 - $128.97 $140K - $163K
25.1K $2.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-632
- 1.96%
$161.02 - $200.0 $102K - $126K
31.5K $5.88M
VTI
Vanguard Total Stock Market Et

ETFs
-1.99K
- 9.62%
$255.18 - $283.2 $507K - $563K
18.7K $5.29M
INTC
Intel Corp

Technology
-488
- 1.74%
$18.9 - $34.87 $9.22K - $17K
27.5K $644K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.87K
- 14.67%
$89.91 - $101.33 $348K - $392K
22.5K $2.21M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.11K
- 13.3%
$100.09 - $100.69 $211K - $212K
13.7K $1.38M
KO
Coca Cola CO

Consumer Defensive
-6.11K
- 21.15%
$62.69 - $73.01 $383K - $446K
22.8K $1.64M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.83K
- 37.79%
$94.39 - $96.15 $173K - $176K
3.02K $289K
HON
Honeywell International Inc

Industrials
-172
- 0.99%
$196.73 - $220.21 $33.8K - $37.9K
17.2K $3.56M
CL
Colgate Palmolive CO

Consumer Defensive
-2.01K
- 22.17%
$95.54 - $108.77 $192K - $218K
7.05K $731K
EW
Edwards Lifesciences Corp

Healthcare
-20
- 0.36%
$59.7 - $93.78 $1.19K - $1.88K
5.51K $363K
BNDX
Vanguard Total International B

ETFs
-3.05K
- 38.05%
$48.42 - $50.35 $148K - $154K
4.97K $249K
NOC
Northrop Grumman Corp

Industrials
-421
- 44.5%
$423.73 - $533.14 $178K - $224K
525 $277K
EEM
Ishares Msci Emerging Markets

ETFs
-3.96K
- 24.16%
$40.42 - $46.7 $160K - $185K
12.4K $570K
BA
Boeing CO

Industrials
-165
- 5.02%
$152.04 - $190.6 $25.1K - $31.4K
3.12K $474K
DELL
Dell Technologies Inc.

Technology
-519
- 19.85%
$87.89 - $145.97 $45.6K - $75.8K
2.1K $248K
FNV
Franco Nevada Corp

Basic Materials
-1.31K
- 12.86%
$116.95 - $131.12 $153K - $172K
8.89K $1.1M
MTB
M&T Bank Corp

Financial Services
-993
- 35.6%
$146.49 - $179.85 $145K - $179K
1.8K $319K
SCHW
Schwab Charles Corp

Financial Services
-408
- 5.34%
$61.74 - $76.08 $25.2K - $31K
7.23K $468K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.93K
- 25.19%
$61.71 - $68.15 $119K - $132K
5.74K $389K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.46K
- 10.92%
$74.26 - $78.84 $109K - $115K
11.9K $936K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.43K
- 9.09%
$56.47 - $63.69 $250K - $282K
44.3K $2.79M
VFH
Vanguard Financial ETF

ETFs
-967
- 22.66%
$99.27 - $111.21 $96K - $108K
3.3K $362K
TER
Teradyne, Inc

Technology
-54
- 1.39%
$114.25 - $163.0 $6.17K - $8.8K
3.83K $512K
VIG
Vanguard Dividend Appreciation

ETFs
-244
- 1.64%
$182.15 - $182.15 $44.4K - $44.4K
14.6K $2.66M
UPS
United Parcel Service Inc

Industrials
-311
- 5.81%
$123.32 - $147.38 $38.4K - $45.8K
5.04K $686K
COP
Conocophillips

Energy
-35
- 0.77%
$102.3 - $116.61 $3.58K - $4.08K
4.5K $473K
MDT
Medtronic PLC

Healthcare
-1.51K
- 18.19%
$76.84 - $91.03 $116K - $138K
6.81K $612K
CNI
Canadian National Railway CO

Industrials
-265
- 2.76%
$110.1 - $123.65 $29.2K - $32.8K
9.34K $1.09M
CHD
Church & Dwight CO Inc

Consumer Defensive
-417
- 10.69%
$98.01 - $106.59 $40.9K - $44.4K
3.48K $364K
XLE
Energy Sector Spdr

ETFs
-78
- 0.85%
$84.35 - $93.39 $6.58K - $7.28K
9.08K $797K
PEP
Pepsico Inc

Consumer Defensive
-611
- 4.56%
$161.9 - $179.3 $98.9K - $110K
12.8K $2.17M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.69K
- 16.69%
$23.63 - $24.42 $40K - $41.3K
8.45K $205K
SLQT
Select Quote, Inc.

Financial Services
-2K
- 4.33%
$1.83 - $4.32 $3.66K - $8.64K
44.2K $95K
VUG
Vanguard Growth ETF

ETFs
-161
- 5.26%
$341.08 - $391.94 $54.9K - $63.1K
2.9K $1.11M
Activity Summary
Buys All Purchases 166 New Holdings 26 Increased Positions 140 Sells All Sells 167 Reductions 167 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