Mayflower Financial Advisors, LLC Sells in Q4 2024

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-206
- 10.76%
$150.4 - $178.04 $31K - $36.7K
1.71K $262K
STZ
Constellation Brands, Inc.

Consumer Defensive
-19
- 1.25%
$219.66 - $257.62 $4.17K - $4.89K
1.5K $330K
WY
Weyerhaeuser CO

Real Estate
-44
- 0.46%
$27.21 - $33.7 $1.2K - $1.48K
9.58K $269K
AWK
American Water Works Company, Inc.

Utilities
-74
- 3.54%
$123.83 - $146.07 $9.16K - $10.8K
2.02K $251K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-89
- 2.21%
$131.66 - $144.0 $11.7K - $12.8K
3.94K $521K
VB
Vanguard Small Cap ETF

ETFs
-253
- 6.97%
$233.76 - $261.58 $59.1K - $66.2K
3.38K $810K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-741
- 12.9%
$66.67 - $74.08 $49.4K - $54.9K
5K $340K
DD
Du Pont De Nemours, Inc.

Basic Materials
-58
- 1.91%
$75.95 - $88.05 $4.41K - $5.11K
2.97K $226K
CB
Chubb LTD

Financial Services
-63
- 2.98%
$271.57 - $301.89 $17.1K - $19K
2.05K $566K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-691
- 4.92%
$47.26 - $48.18 $32.7K - $33.3K
13.3K $632K
IWD
Ishares Russell 1000 Val ETF

ETFs
-121
- 3.06%
$183.23 - $199.79 $22.2K - $24.2K
3.84K $710K
KHC
Kraft Heinz CO

Consumer Defensive
-209
- 2.72%
$30.1 - $36.02 $6.29K - $7.53K
7.48K $229K
UL
Unilever PLC

Consumer Defensive
-63
- 1.45%
$56.7 - $64.64 $3.57K - $4.07K
4.29K $243K
NGG
National Grid PLC

Utilities
-13
- 0.37%
$57.68 - $70.03 $750 - $910
3.51K $208K
SUB
Ishares Short Term National Mu

ETFs
-32
- 0.07%
$104.94 - $106.2 $3.36K - $3.4K
45.9K $4.84M
ORCL
Oracle Corp

Technology
-37
- 0.49%
$165.41 - $192.43 $6.12K - $7.12K
7.51K $1.25M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-329
- 10.9%
$94.79 - $95.69 $31.2K - $31.5K
2.69K $255K
OEF
Ishares S&P 100 ETF

ETFs
-124
- 0.65%
N/A
18.9K $5.04M
TER
Teradyne, Inc

Technology
-13
- 0.34%
$102.58 - $133.62 $1.33K - $1.74K
3.81K $480K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-382
- 4.04%
$51.54 - $52.55 $19.7K - $20.1K
9.08K $469K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-43
- 0.44%
$563.99 - $620.12 $24.3K - $26.7K
9.65K $5.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
-70
- 1.75%
$106.33 - $110.69 $7.44K - $7.75K
3.92K $417K
JCI
Johnson Controls International PLC

Industrials
-285
- 9.42%
$74.23 - $86.6 $21.2K - $24.7K
2.74K $216K
ABT
Abbott Laboratories

Healthcare
-4
- 0.02%
$111.93 - $119.39 $448 - $478
17.2K $1.95M
DE
Deere & CO

Industrials
-49
- 5.65%
$389.45 - $466.0 $19.1K - $22.8K
819 $347K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-110
- 3.31%
$77.02 - $78.58 $8.47K - $8.64K
3.21K $247K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-115
- 3.1%
$90.66 - $99.46 $10.4K - $11.4K
3.59K $326K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-93
- 3.05%
$100.24 - $101.35 $9.32K - $9.43K
2.96K $297K
ITW
Illinois Tool Works Inc

Industrials
-4
- 0.36%
$253.56 - $278.5 $1.01K - $1.11K
1.12K $283K
BRO
Brown & Brown, Inc.

Financial Services
-8
- 0.14%
$100.93 - $113.42 $807 - $907
5.53K $563K
TXN
Texas Instruments Inc

Technology
-40
- 0.73%
N/A
5.43K $1.06M
SHV
Ishares Tr

ETFs
-24
- 0.4%
$109.92 - $110.57 $2.64K - $2.65K
6.03K $663K
IEMG
Ishares Inc

ETFs
-100
- 0.12%
N/A
82.5K $4.43M
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 0.2%
N/A
14.6K $2.66M
CHD
Church & Dwight CO Inc

Consumer Defensive
-43
- 1.23%
$99.11 - $112.25 $4.26K - $4.83K
3.44K $360K
AXP
American Express CO

Financial Services
-333
- 8.93%
$267.35 - $305.57 $89K - $102K
3.4K $1.01M
FDX
Fedex Corp

Industrials
-53
- 3.08%
$260.5 - $305.15 $13.8K - $16.2K
1.67K $468K
XLF
Financial Sector Spdr

ETFs
-372
- 6.64%
$44.89 - $51.34 $16.7K - $19.1K
5.23K $252K
Canadian Pacific Kansas City
-426
- 3.08%
N/A
13.4K $0
Klaviyo Inc
-254K
- 37.01%
N/A
431K $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-72
- 9.73%
$338.38 - $446.21 $24.4K - $32.1K
668 $290K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-10
- 0.26%
$100.38 - $107.86 $1K - $1.08K
3.81K $392K
USB
Us Bancorp \De\

Financial Services
-122
- 2.5%
$43.98 - $53.66 $5.37K - $6.55K
4.77K $227K
TROW
Price T Rowe Group Inc

Financial Services
-157
- 2.84%
$106.48 - $124.69 $16.7K - $19.6K
5.38K $607K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.04%
$417.69 - $450.94 $418 - $451
2.72K $1.16M
IGM
Ishares Expanded Tech Sector E

ETFs
-34
- 1.57%
$94.19 - $106.95 $3.2K - $3.64K
2.13K $217K
GLW
Corning Inc

Technology
-577
- 3.48%
$44.11 - $49.76 $25.5K - $28.7K
16K $759K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-278
- 1.57%
$124.61 - $133.96 $34.6K - $37.2K
17.4K $2.25M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-169
- 4.71%
$77.25 - $91.3 $13.1K - $15.4K
3.42K $291K
Activity Summary
Buys All Purchases 210 New Holdings 27 Increased Positions 183 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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