Mayflower Financial Advisors, LLC Sells in Q2 2025

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-59.7K
- 33.15%
$51.16 - $62.02 $3.06M - $3.71M
120K $7.47M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.6K
- 15.25%
$498.8 - $620.9 $5.3M - $6.6M
59.1K $36.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-39.8K
- 79.94%
$50.08 - $63.14 $1.99M - $2.52M
10K $631K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-42K
- 49.21%
$43.63 - $45.4 $1.83M - $1.91M
43.3K $1.94M
MUB
Ishares National Muni Bond ETF

ETFs
-13.1K
- 20.35%
$102.31 - $105.8 $1.34M - $1.39M
51.3K $5.36M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-27.1K
- 12.02%
$45.12 - $46.23 $1.22M - $1.25M
199K $9.18M
OEF
Ishares S&P 100 ETF

ETFs
-3.1K
- 15.3%
N/A
17.2K $4.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.18K
- 64.83%
$83.97 - $92.85 $687K - $759K
4.44K $391K
BMY
Bristol Myers Squibb CO

Healthcare
-7.5K
- 47.04%
$44.12 - $59.6 $331K - $447K
8.44K $390K
PEP
Pepsico Inc

Consumer Defensive
-2.1K
- 15.99%
$128.02 - $151.37 $269K - $318K
11K $1.46M
ABBV
Abb Vie Inc.

Healthcare
-51
- 0.32%
$170.16 - $206.27 $8.68K - $10.5K
15.7K $2.91M
XOM
Exxon Mobil Corp

Energy
-765
- 2.92%
$99.93 - $119.04 $76.4K - $91.1K
25.4K $2.74M
EVCM
Ever Commerce Inc.

Technology
-37K
- 36.24%
$9.32 - $11.37 $345K - $421K
65.1K $683K
EEM
Ishares Msci Emerging Markets

ETFs
-9.21K
- 37.63%
$38.52 - $48.28 $355K - $445K
15.3K $736K
SUB
Ishares Short Term National Mu

ETFs
-3.29K
- 7.42%
$104.77 - $106.34 $344K - $349K
41K $4.36M
XLK
Technology Sector Spdr

ETFs
-2.08K
- 45.66%
$179.73 - $253.23 $373K - $526K
2.47K $625K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-91
- 3.13%
$390.26 - $489.06 $35.5K - $44.5K
2.81K $1.14M
MRK
Merck & Co., Inc.

Healthcare
-934
- 4.45%
$73.47 - $87.12 $68.6K - $81.4K
20.1K $1.59M
GLDM
World Gold Trust

ETFs
-6.46K
- 17.84%
$58.96 - $67.97 $381K - $439K
29.7K $1.95M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.21K
- 21.93%
$72.96 - $90.39 $380K - $471K
18.6K $1.66M
JNJ
Johnson & Johnson

Healthcare
-318
- 2.08%
$146.36 - $159.82 $46.5K - $50.8K
15K $2.28M
AMGN
Amgen Inc

Healthcare
-328
- 8.55%
$262.28 - $309.85 $86K - $102K
3.51K $979K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-736
- 36.22%
$320.42 - $424.58 $236K - $312K
1.3K $550K
FNF
Fidelity National Financial, Inc.

Financial Services
-270
- 1.7%
$53.62 - $66.59 $14.5K - $18K
15.6K $873K
OKE
Oneok Inc

Energy
-45
- 0.54%
$78.71 - $100.37 $3.54K - $4.52K
8.3K $677K
NET
Cloudflare, Inc.

Technology
-2.25K
- 63.56%
$97.08 - $195.83 $218K - $440K
1.29K $252K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.31K
- 10.43%
$496.48 - $617.85 $1.15M - $1.43M
19.9K $12.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.75K
- 35.3%
$24.48 - $24.9 $116K - $118K
8.71K $216K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.22K
- 24.88%
$93.5 - $113.21 $114K - $138K
3.67K $415K
LMT
Lockheed Martin Corp

Industrials
-310
- 11.45%
$430.82 - $486.45 $134K - $151K
2.4K $1.11M
WSO
Watsco Inc

Industrials
-1
- 0.07%
$421.84 - $520.66 $422 - $521
1.42K $627K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-78
- 5.23%
$421.16 - $509.5 $32.9K - $39.7K
1.41K $629K
SJM
J M Smucker CO

Consumer Defensive
-2
- 0.05%
$94.41 - $118.52 $189 - $237
3.9K $383K
COP
Conocophillips

Energy
-38
- 0.79%
$82.66 - $106.1 $3.14K - $4.03K
4.79K $429K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-979
- 1.25%
$85.42 - $94.39 $83.6K - $92.4K
77.1K $7.24M
BRO
Brown & Brown, Inc.

Financial Services
-1
- 0.02%
$104.48 - $124.43 $104 - $124
5.44K $602K
MDT
Medtronic PLC

Healthcare
-641
- 9.65%
$80.68 - $88.86 $51.7K - $57K
6K $523K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.54K
- 7.09%
$29.82 - $30.19 $75.7K - $76.7K
33.3K $1M
BX
Blackstone Inc.

Financial Services
-1.08K
- 11.76%
$120.07 - $151.11 $130K - $164K
8.13K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.2%
$210.83 - $235.28 $2.11K - $2.35K
5.01K $1.11M
IYE
Ishares Tr

ETFs
-650
- 9.1%
$40.36 - $49.67 $26.2K - $32.3K
6.49K $293K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-836
- 2.56%
$51.14 - $57.0 $42.8K - $47.7K
31.8K $1.81M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-970
- 10.45%
$47.42 - $51.67 $46K - $50.1K
8.31K $421K
AON
Aon PLC

Financial Services
-3
- 0.23%
$335.85 - $398.81 $1.01K - $1.2K
1.3K $462K
INTC
Intel Corp

Technology
-2.05K
- 10.72%
$18.13 - $22.69 $37.1K - $46.4K
17K $381K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-681
- 18.06%
$77.74 - $78.78 $52.9K - $53.6K
3.09K $243K
CHD
Church & Dwight CO Inc

Consumer Defensive
-40
- 1.16%
$91.57 - $110.76 $3.66K - $4.43K
3.41K $327K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-543
- 3.73%
$63.54 - $68.5 $34.5K - $37.2K
14K $944K
PSX
Phillips 66

Energy
-241
- 7.09%
$92.87 - $125.73 $22.4K - $30.3K
3.16K $376K
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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