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
UNP
Union Pacific Corp

Industrials
-107
- 3.54%
$225.21 - $254.42 $24.1K - $27.2K
2.91K $688K
Ge Vernova Inc
-119
- 4.47%
N/A
2.54K $0
Canadian Pacific Kansas City
-281
- 2.09%
N/A
13.1K $0
Arista Networks Inc
-236
- 4.87%
N/A
4.61K $0
TIP
Ishares Tr Tips Bd ETF

ETFs
-142
- 3.62%
$106.22 - $111.09 $15.1K - $15.8K
3.78K $419K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-60
- 0.66%
$51.52 - $52.37 $3.09K - $3.14K
9.02K $472K
NUE
Nucor Corp

Basic Materials
-33
- 1.49%
$114.48 - $142.52 $3.78K - $4.7K
2.18K $261K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-136
- 1.74%
$25.69 - $26.89 $3.49K - $3.66K
7.7K $206K
UL
Unilever PLC

Consumer Defensive
-94
- 2.19%
$54.72 - $60.29 $5.14K - $5.67K
4.2K $249K
GNMA
Ishares Gnma Bond ETF

ETFs
-149
- 1.05%
$42.17 - $44.04 $6.28K - $6.56K
14.1K $618K
WTW
Willis Towers Watson PLC

Financial Services
-60
- 5.28%
$306.61 - $340.78 $18.4K - $20.4K
1.08K $363K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-30
- 0.76%
$128.74 - $138.67 $3.86K - $4.16K
3.91K $531K
WSO
Watsco Inc

Industrials
-81
- 5.39%
$463.86 - $530.75 $37.6K - $43K
1.42K $722K
O
Realty Income Corp

Real Estate
-255
- 4.64%
$51.67 - $58.49 $13.2K - $14.9K
5.24K $304K
SCCO
Southern Copper Corp

Basic Materials
-271
- 1.61%
$85.92 - $101.48 $23.3K - $27.5K
16.6K $1.55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-102
- 0.44%
$77.7 - $78.94 $7.93K - $8.05K
23.1K $1.83M
NUDM
Nuveen Esg International Devel

ETFs
-17
- 0.18%
$29.75 - $33.12 $506 - $563
9.4K $299K
CL
Colgate Palmolive CO

Consumer Defensive
-26
- 0.37%
$85.68 - $97.5 $2.23K - $2.54K
6.94K $650K
NFLX
Netflix Inc

Communication Services
-25
- 2.53%
$828.4 - $1058.6 $20.7K - $26.5K
963 $898K
COP
Conocophillips

Energy
-89
- 1.81%
$88.6 - $105.85 $7.89K - $9.42K
4.83K $506K
PLTR
Palantir Technologies Inc.

Technology
-2.71K
- 9.56%
$64.98 - $124.62 $176K - $337K
25.6K $2.16M
XLV
Select Sector Spdr Fund Health

ETFs
-42
- 1.3%
$137.61 - $149.68 $5.78K - $6.29K
3.2K $467K
PSX
Phillips 66

Energy
-32
- 0.93%
$113.93 - $131.55 $3.65K - $4.21K
3.4K $419K
SJM
J M Smucker CO

Consumer Defensive
-28
- 0.71%
$100.41 - $118.41 $2.81K - $3.32K
3.9K $462K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-55
- 0.84%
$35.35 - $42.74 $1.94K - $2.35K
6.53K $270K
VTV
Vanguard Value ETF

ETFs
-77
- 0.53%
$167.73 - $179.21 $12.9K - $13.8K
14.4K $2.5M
SLV
I Shares Silver Trust

ETFs
-138
- 1.46%
$26.93 - $31.32 $3.72K - $4.32K
9.29K $287K
AMT
American Tower Corp

Real Estate
-1.07K
- 13.45%
$173.46 - $217.6 $185K - $232K
6.85K $1.49M
GE
General Electric CO

Industrials
-141
- 6.61%
$168.59 - $212.13 $23.8K - $29.9K
1.99K $398K
AON
Aon PLC

Financial Services
-5
- 0.38%
$348.44 - $409.32 $1.74K - $2.05K
1.3K $518K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.37%
$890.62 - $1076.86 $6.23K - $7.54K
1.91K $1.81M
CSCO
Cisco Systems, Inc.

Technology
-146
- 0.5%
$58.74 - $64.87 $8.58K - $9.47K
28.9K $1.78M
MDT
Medtronic PLC

Healthcare
-31
- 0.46%
$79.84 - $94.5 $2.48K - $2.93K
6.64K $597K
BRO
Brown & Brown, Inc.

Financial Services
-88
- 1.59%
$100.54 - $124.4 $8.85K - $10.9K
5.44K $676K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-69
- 0.19%
$51.39 - $57.43 $3.55K - $3.96K
35.8K $1.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-34
- 0.23%
$56.12 - $68.15 $1.91K - $2.32K
14.6K $987K
FNF
Fidelity National Financial, Inc.

Financial Services
-268
- 1.66%
$54.25 - $65.27 $14.5K - $17.5K
15.8K $1.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-17
- 0.07%
$74.85 - $84.89 $1.27K - $1.44K
23.8K $1.94M
WM
Waste Management Inc

Industrials
-9
- 0.18%
$200.54 - $233.78 $1.8K - $2.1K
5.11K $1.18M
CVS
Cvs Health Corp

Healthcare
-975
- 10.28%
$44.22 - $68.64 $43.1K - $66.9K
8.51K $576K
IBM
International Business Machines Corp

Technology
-180
- 2.49%
$217.4 - $264.74 $39.1K - $47.7K
7.04K $1.75M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.13%
$725.72 - $929.72 $2.9K - $3.72K
3.17K $2.62M
T
At&T Inc.

Communication Services
-1.57K
- 4.04%
$21.56 - $28.28 $33.7K - $44.3K
37.2K $1.05M
KO
Coca Cola CO

Consumer Defensive
-499
- 2.08%
$60.81 - $72.32 $30.3K - $36.1K
23.5K $1.68M
AMGN
Amgen Inc

Healthcare
-7
- 0.18%
$258.59 - $327.36 $1.81K - $2.29K
3.84K $1.2M
FNV
Franco Nevada Corp

Basic Materials
-239
- 3.66%
$120.72 - $157.56 $28.9K - $37.7K
6.29K $991K
RTX
Raytheon Technologies Corp

Industrials
-114
- 0.74%
$114.1 - $135.66 $13K - $15.5K
15.2K $2.02M
CME
Cme Group Inc.

Financial Services
-8
- 0.1%
$225.82 - $266.54 $1.81K - $2.13K
7.86K $2.08M
IEFA
Ishares Tr

ETFs
-1.97K
- 2.37%
$69.57 - $78.65 $137K - $155K
81K $6.13M
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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