Mayflower Financial Advisors, LLC Reduced Holdings in Q1 2025

Mayflower Financial Advisors, LLC

  • $628 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.16K
- 4.33%
$554.06 - $615.85 $1.75M - $1.94M
69.7K $39.2M
AAPL
Apple Inc.

Technology
-2.6K
- 2.92%
$209.68 - $247.1 $545K - $642K
86.5K $19.2M
EFG
Msci Eafe Growth ETF

ETFs
-25.4K
- 36.62%
$96.1 - $106.37 $2.44M - $2.7M
44K $4.4M
AVGO
Broadcom Inc.

Technology
-3.25K
- 12.68%
$167.43 - $244.7 $543K - $794K
22.3K $3.74M
MSFT
Microsoft Corp

Technology
-300
- 0.7%
$375.39 - $447.2 $113K - $134K
42.5K $16M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-16.9K
- 57.19%
$85.29 - $92.57 $1.44M - $1.56M
12.6K $1.15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18.6K
- 27.18%
$54.25 - $57.64 $1.01M - $1.07M
49.8K $2.75M
IFRA
Ishares Tr

ETFs
-16K
- 75.57%
$44.8 - $49.25 $718K - $789K
5.18K $233K
MUB
Ishares National Muni Bond ETF

ETFs
-5.8K
- 8.26%
$104.71 - $107.69 $607K - $624K
64.4K $6.79M
MRK
Merck & Co., Inc.

Healthcare
-4.57K
- 17.88%
$83.01 - $101.02 $380K - $462K
21K $1.88M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-28.2K
- 37.65%
$26.71 - $31.58 $754K - $891K
46.7K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 0.09%
$551.42 - $612.93 $11K - $12.3K
22.2K $12.4M
LMT
Lockheed Martin Corp

Industrials
-963
- 26.24%
$423.19 - $506.29 $408K - $488K
2.71K $1.21M
MBB
Ishares Tr

ETFs
-6.35K
- 14.47%
$90.37 - $94.08 $574K - $597K
37.5K $3.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-133
- 1.38%
$522.96 - $601.18 $69.6K - $80K
9.52K $5.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.27K
- 13.02%
$120.24 - $134.3 $273K - $305K
15.2K $1.85M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-3.54K
- 15.45%
$91.76 - $103.26 $325K - $365K
19.3K $1.79M
TROW
Price T Rowe Group Inc

Financial Services
-2.86K
- 53.15%
$91.57 - $116.93 $262K - $334K
2.52K $231K
IWM
Ishares Russell 2000 ETF

ETFs
-8
- 0.05%
$198.1 - $229.79 $1.58K - $1.84K
15K $3M
BX
Blackstone Inc.

Financial Services
-135
- 1.44%
$136.53 - $186.74 $18.4K - $25.2K
9.21K $1.29M
NVO
Novo Nordisk A S

Healthcare
-2.54K
- 33.35%
$69.3 - $90.95 $176K - $231K
5.07K $352K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-85
- 1.63%
$468.34 - $539.52 $39.8K - $45.9K
5.12K $2.4M
CRM
Salesforce, Inc.

Technology
-8
- 0.23%
$268.36 - $359.95 $2.15K - $2.88K
3.53K $948K
MRVL
Marvell Technology, Inc.

Technology
-96
- 2.12%
$61.57 - $126.06 $5.91K - $12.1K
4.43K $272K
ORCL
Oracle Corp

Technology
-42
- 0.56%
$139.81 - $186.47 $5.87K - $7.83K
7.47K $1.04M
AMD
Advanced Micro Devices Inc

Technology
-921
- 16.75%
$96.63 - $129.55 $89K - $119K
4.58K $470K
DELL
Dell Technologies Inc.

Technology
-7
- 0.09%
$90.34 - $124.66 $632 - $873
7.82K $712K
F
Ford Motor CO

Consumer Cyclical
-18.1K
- 29.78%
$9.12 - $10.43 $165K - $189K
42.6K $427K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-330
- 9.14%
$165.25 - $224.62 $54.5K - $74.1K
3.28K $544K
SUB
Ishares Short Term National Mu

ETFs
-1.64K
- 3.58%
$105.3 - $106.24 $173K - $174K
44.3K $4.68M
NKE
Nike, Inc.

Consumer Cyclical
-403
- 3.46%
$63.29 - $81.72 $25.5K - $32.9K
11.2K $713K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.7K
- 4.72%
$71.17 - $73.66 $263K - $273K
74.7K $5.49M
SHOP
Shopify Inc.

Technology
-570
- 6.83%
$90.59 - $129.31 $51.6K - $73.7K
7.78K $742K
GS
Goldman Sachs Group Inc

Financial Services
-167
- 8.22%
$524.81 - $672.19 $87.6K - $112K
1.86K $1.02M
CAT
Caterpillar Inc

Industrials
-28
- 0.71%
$326.75 - $407.63 $9.15K - $11.4K
3.92K $1.29M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.33K
- 8.48%
$100.32 - $100.76 $134K - $134K
14.4K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.48K
- 16.59%
$95.85 - $99.25 $141K - $146K
7.42K $734K
AXP
American Express CO

Financial Services
-124
- 3.65%
$255.39 - $325.87 $31.7K - $40.4K
3.27K $880K
XLK
Technology Sector Spdr

ETFs
-36
- 0.79%
$206.38 - $242.18 $7.43K - $8.72K
4.55K $939K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.33%
$347.25 - $424.87 $5.9K - $7.22K
5.15K $1.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-107
- 3.55%
$497.6 - $606.74 $53.2K - $64.9K
2.9K $1.45M
DIS
Walt Disney CO

Communication Services
-335
- 4.88%
$96.87 - $114.0 $32.5K - $38.2K
6.54K $645K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-4.02K
- 16.14%
$29.72 - $31.94 $119K - $128K
20.9K $644K
CMI
Cummins Inc

Industrials
-169
- 10.36%
$312.92 - $386.07 $52.9K - $65.2K
1.46K $458K
UNH
Unitedhealth Group Inc

Healthcare
-358
- 8.08%
$461.52 - $548.18 $165K - $196K
4.08K $2.13M
IEV
Ishares Tr Europe ETF

ETFs
-4.34K
- 16.43%
$51.89 - $60.68 $225K - $263K
22.1K $1.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
-308
- 15.84%
$308.86 - $455.36 $95.1K - $140K
1.64K $576K
PWR
Quanta Services, Inc.

Industrials
-10
- 0.72%
$236.71 - $358.03 $2.37K - $3.58K
1.37K $348K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-591
- 15.5%
$95.35 - $107.82 $56.4K - $63.7K
3.22K $308K
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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