Mayflower Financial Advisors, LLC Reduced Holdings in Q2 2025

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-222
- 3.9%
N/A
5.47K $1.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-446
- 6.01%
$96.84 - $99.46 $43.2K - $44.4K
6.98K $692K
FAF
First American Financial Corp

Financial Services
-48
- 0.59%
$54.11 - $67.0 $2.6K - $3.22K
8.13K $498K
CBZ
Cbiz, Inc.

Industrials
-200
- 3.41%
$66.19 - $79.64 $13.2K - $15.9K
5.66K $406K
ED
Consolidated Edison Inc

Utilities
-1
- 0.03%
$98.05 - $113.3 $98.1 - $113
3.62K $363K
WTW
Willis Towers Watson PLC

Financial Services
-2
- 0.19%
$295.96 - $337.43 $592 - $675
1.07K $329K
ZTS
Zoetis Inc.

Healthcare
-16
- 0.44%
$144.41 - $170.3 $2.31K - $2.72K
3.59K $560K
ADP
Automatic Data Processing Inc

Industrials
-149
- 3.34%
$276.76 - $326.81 $41.2K - $48.7K
4.31K $1.33M
UNP
Union Pacific Corp

Industrials
-61
- 2.09%
$208.27 - $238.46 $12.7K - $14.5K
2.85K $656K
WM
Waste Management Inc

Industrials
-74
- 1.45%
$216.47 - $242.1 $16K - $17.9K
5.03K $1.15M
CMCSA
Comcast Corp

Communication Services
-226
- 1.36%
$32.84 - $36.72 $7.42K - $8.3K
16.3K $583K
SBUX
Starbucks Corp

Consumer Cyclical
-58
- 1.8%
$79.69 - $99.41 $4.62K - $5.77K
3.17K $290K
CL
Colgate Palmolive CO

Consumer Defensive
-68
- 0.98%
$87.57 - $96.0 $5.95K - $6.53K
6.87K $624K
CRM
Salesforce, Inc.

Technology
-148
- 4.19%
$236.26 - $291.15 $35K - $43.1K
3.39K $923K
NOC
Northrop Grumman Corp

Industrials
-21
- 2.07%
$456.3 - $540.39 $9.58K - $11.3K
994 $496K
DVY
Ishares Tr

ETFs
-3
- 0.02%
$118.37 - $134.86 $355 - $405
15.1K $2M
NEE
Nextera Energy Inc

Utilities
-21
- 0.15%
$64.11 - $75.0 $1.35K - $1.58K
14K $973K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-212
- 1.47%
$100.04 - $100.54 $21.2K - $21.3K
14.2K $1.43M
O
Realty Income Corp

Real Estate
-324
- 6.18%
$52.27 - $58.52 $16.9K - $19K
4.92K $283K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-148
- 3.78%
$121.58 - $136.74 $18K - $20.2K
3.77K $511K
EGHT
8 X8 Inc

Technology
-1.26K
- 0.33%
$1.58 - $2.07 $1.99K - $2.6K
381K $747K
IGRO
Ishares Tr International Divid

ETFs
-572
- 13.29%
$66.32 - $80.17 $37.9K - $45.9K
3.73K $294K
VNQ
Vanguard Specialized Funds Van

ETFs
-52
- 0.63%
$79.79 - $91.42 $4.15K - $4.75K
8.18K $728K
XLF
Financial Sector Spdr

ETFs
-501
- 9.47%
$43.92 - $52.37 $22K - $26.2K
4.79K $250K
ITW
Illinois Tool Works Inc

Industrials
-39
- 3.63%
$218.41 - $252.43 $8.52K - $9.84K
1.04K $255K
TIP
Ishares Tr Tips Bd ETF

ETFs
-65
- 1.72%
$107.93 - $110.97 $7.02K - $7.21K
3.72K $408K
GILD
Gilead Sciences, Inc.

Healthcare
-63
- 1.71%
$96.91 - $113.0 $6.11K - $7.12K
3.61K $400K
TTE
Total Energies Se

Energy
-146
- 1.0%
N/A
14.5K $994K
WIT
Wipro LTD

Technology
-2.84K
- 11.67%
$2.7 - $3.09 $7.67K - $8.78K
21.5K $64K
VIG
Vanguard Dividend Appreciation

ETFs
-49
- 0.33%
N/A
14.6K $2.66M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-920
- 5.24%
$37.18 - $42.55 $34.2K - $39.1K
16.6K $707K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.37K
- 11.35%
$27.26 - $34.48 $64.6K - $81.6K
18.5K $637K
TRV
Travelers Companies, Inc.

Financial Services
-30
- 3.72%
$233.83 - $276.34 $7.01K - $8.29K
776 $207K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-211
- 1.37%
$22.54 - $23.17 $4.76K - $4.89K
15.2K $349K
ICE
Intercontinental Exchange, Inc.

Financial Services
-237
- 6.53%
$151.62 - $183.47 $35.9K - $43.5K
3.39K $622K
NEAR
Blackrock Short Maturity Bond

ETFs
-56
- 1.1%
$50.41 - $51.17 $2.82K - $2.87K
5.04K $257K
SO
Southern CO

Utilities
-7
- 0.27%
$84.91 - $92.56 $594 - $648
2.56K $234K
Klaviyo Inc
-198K
- 45.96%
N/A
233K $0
Ge Vernova Inc
-104
- 4.09%
N/A
2.44K $0
Blackrock Inc
-15
- 0.91%
N/A
1.63K $0
CINF
Cincinnati Financial Corp

Financial Services
-14
- 0.73%
$126.6 - $151.6 $1.77K - $2.12K
1.9K $282K
Canadian Pacific Kansas City
-15
- 0.11%
N/A
13.1K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-115
- 2.97%
$166.82 - $194.23 $19.2K - $22.3K
3.76K $730K
MSCI
Msci Inc.

Financial Services
-5
- 1.2%
$506.56 - $576.74 $2.53K - $2.88K
410 $236K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-30
- 0.33%
$51.68 - $52.76 $1.55K - $1.58K
8.99K $474K
AMT
American Tower Corp

Real Estate
-90
- 1.31%
$203.96 - $228.19 $18.4K - $20.5K
6.76K $1.49M
SONY
Sony Group Corp

Technology
-4
- 0.04%
$21.24 - $26.88 $85 - $108
9.52K $247K
RSG
Republic Services, Inc.

Industrials
-7
- 0.37%
$227.2 - $258.07 $1.59K - $1.81K
1.89K $467K
VCIT
Vanguard Intermediate Term Cor

ETFs
-228
- 1.01%
$79.56 - $82.92 $18.1K - $18.9K
22.4K $1.86M
Activity Summary
Buys All Purchases 184 New Holdings 27 Increased Positions 157 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 1
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