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
FDX
Fedex Corp

Industrials
-79
- 4.74%
$230.33 - $281.53 $18.2K - $22.2K
1.59K $386K
LOW
Lowes Companies Inc

Consumer Cyclical
-57
- 1.12%
$222.66 - $268.42 $12.7K - $15.3K
5.02K $1.17M
NVT
N Vent Electric PLC

Industrials
-28
- 0.56%
$52.42 - $75.4 $1.47K - $2.11K
5.01K $262K
HUBB
Hubbell Inc

Industrials
-13
- 1.73%
$330.91 - $456.86 $4.3K - $5.94K
739 $244K
DOW
Dow Inc.

Basic Materials
-644
- 8.33%
$34.36 - $41.92 $22.1K - $27K
7.09K $247K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-333
- 0.39%
$44.81 - $46.22 $14.9K - $15.4K
85.3K $3.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-907
- 9.34%
$97.25 - $104.79 $88.2K - $95K
8.81K $913K
URI
United Rentals, Inc.

Industrials
-39
- 10.71%
$594.17 - $789.56 $23.2K - $30.8K
325 $203K
CSX
Csx Corp

Industrials
-590
- 4.99%
$29.11 - $33.67 $17.2K - $19.9K
11.2K $330K
CNI
Canadian National Railway CO

Industrials
-145
- 1.58%
$95.46 - $106.79 $13.8K - $15.5K
9.06K $883K
IXN
Ishares Global Information Tec

ETFs
-23
- 0.46%
$75.73 - $88.4 $1.74K - $2.03K
4.94K $374K
CMCSA
Comcast Corp

Communication Services
-748
- 4.32%
$33.19 - $38.23 $24.8K - $28.6K
16.6K $611K
IWN
Ishares Russell2000 Val ETF

ETFs
-26
- 1.04%
$149.27 - $169.4 $3.88K - $4.4K
2.48K $374K
AXON
Axon Enterprise, Inc.

Industrials
-8
- 1.86%
$496.65 - $710.01 $3.97K - $5.68K
423 $222K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-175
- 10.33%
$169.43 - $182.84 $29.7K - $32K
1.52K $263K
EMR
Emerson Electric CO

Industrials
-24
- 1.17%
$108.64 - $131.17 $2.61K - $3.15K
2.04K $223K
JPM
Jpmorgan Chase & CO

Financial Services
-571
- 2.97%
$225.19 - $279.95 $129K - $160K
18.6K $4.57M
FDS
Factset Research Systems Inc

Financial Services
-2
- 0.17%
$427.5 - $476.51 $855 - $953
1.2K $546K
IWV
Ishares Russell 3000 ETF

ETFs
-14
- 0.91%
$313.1 - $349.83 $4.38K - $4.9K
1.52K $483K
PH
Parker Hannifin Corp

Industrials
-12
- 1.47%
$591.65 - $707.05 $7.1K - $8.48K
802 $487K
SHV
Ishares Tr

ETFs
-285
- 4.73%
$110.11 - $110.51 $31.4K - $31.5K
5.74K $634K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-173
- 1.83%
$50.25 - $55.9 $8.69K - $9.67K
9.28K $477K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-8
- 0.16%
$61.55 - $71.27 $492 - $570
5K $312K
WFC
Wells Fargo & Company

Financial Services
-513
- 9.35%
$66.78 - $81.42 $34.3K - $41.8K
4.97K $357K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-3K
- 17.65%
$10.47 - $10.92 $31.4K - $32.8K
14K $150K
APD
Air Products & Chemicals, Inc.

Basic Materials
-106
- 12.68%
$283.24 - $338.07 $30K - $35.8K
730 $215K
IEF
Ishares Barclays

ETFs
-419
- 7.7%
$91.17 - $95.39 $38.2K - $40K
5.03K $479K
KEY
Keycorp

Financial Services
-356
- 2.26%
$15.15 - $18.3 $5.39K - $6.51K
15.4K $246K
ZTS
Zoetis Inc.

Healthcare
-171
- 4.52%
$156.48 - $175.67 $26.8K - $30K
3.61K $594K
ET
Energy Transfer LP

Energy
-200
- 1.22%
$17.26 - $21.08 $3.45K - $4.22K
16.2K $301K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-850
- 5.23%
$22.25 - $23.0 $18.9K - $19.6K
15.4K $354K
ITW
Illinois Tool Works Inc

Industrials
-43
- 3.85%
$244.9 - $274.48 $10.5K - $11.8K
1.07K $266K
VNQ
Vanguard Specialized Funds Van

ETFs
-314
- 3.67%
$85.55 - $94.34 $26.9K - $29.6K
8.24K $745K
C
Citigroup Inc

Financial Services
-312
- 3.05%
$67.23 - $84.63 $21K - $26.4K
9.91K $703K
WY
Weyerhaeuser CO

Real Estate
-860
- 8.98%
$27.29 - $31.39 $23.5K - $27K
8.72K $255K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-505
- 3.63%
$73.78 - $76.59 $37.3K - $38.7K
13.4K $1.03M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.2%
$476.63 - $610.45 $477 - $610
495 $245K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.4%
$1177.09 - $1390.0 $1.18K - $1.39K
246 $290K
KMI
Kinder Morgan, Inc.

Energy
-938
- 7.43%
$26.1 - $31.22 $24.5K - $29.3K
11.7K $333K
DD
Du Pont De Nemours, Inc.

Basic Materials
-94
- 3.16%
$72.7 - $84.32 $6.83K - $7.93K
2.88K $215K
EW
Edwards Lifesciences Corp

Healthcare
-34
- 0.61%
$67.95 - $76.19 $2.31K - $2.59K
5.54K $401K
SCHW
Schwab Charles Corp

Financial Services
-519
- 7.2%
$71.24 - $83.64 $37K - $43.4K
6.69K $523K
IYE
Ishares Tr

ETFs
-797
- 10.04%
$45.23 - $49.95 $36K - $39.8K
7.14K $352K
NDAQ
Nasdaq, Inc.

Financial Services
-6
- 0.12%
$72.17 - $83.76 $433 - $503
5.02K $380K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-809
- 3.3%
$42.5 - $46.71 $34.4K - $37.8K
23.7K $1.07M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-120
- 0.9%
$47.33 - $47.92 $5.68K - $5.75K
13.2K $629K
LHX
L3 Harris Technologies, Inc.

Industrials
-8
- 0.62%
$194.65 - $222.86 $1.56K - $1.78K
1.28K $267K
DE
Deere & CO

Industrials
-80
- 9.77%
$408.57 - $509.27 $32.7K - $40.7K
739 $346K
HYG
Ishares Tr

ETFs
-17
- 0.32%
$78.51 - $80.11 $1.33K - $1.36K
5.36K $423K
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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