Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $628 Million
  • Q1 2025

Mayflower Financial Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $628 Million distributed in 388 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.4M, Apple Inc. with a value of $19.2M, Microsoft Corp with a value of $16M, and Ishares Msci Usa Quality Facto with a value of $15.8M.

Examining the 13F form we can see an decrease of $10.6M in the current position value, from $638M to 628M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $628 Million
ETFs: $370 Million
Technology: $70.3 Million
Financial Services: $48.1 Million
Healthcare: $28.1 Million
Consumer Cyclical: $23.8 Million
Industrials: $22.8 Million
Communication Services: $19.9 Million
Consumer Defensive: $19.7 Million
Other: $24.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$19.2 Million 3.06% of portfolio
86,526
Q1 2025 Reduced 2.92%
$3.75T
$16 Million 2.54% of portfolio
42,493
Q1 2025 Reduced 0.7%
$631B
$11 Million 1.75% of portfolio
20,600
Q1 2025 Added 0.19%
$406B
$7.13 Million 1.13% of portfolio
65,748
Q1 2025 Added 2.97%
$2.27T
$6.46 Million 1.03% of portfolio
33,943
Q1 2025 Added 2.72%
$1.07T
$6.27 Million 1.0% of portfolio
40,533
Q1 2025 Added 3.31%
$4.56B
$5.2 Million 0.83% of portfolio
162,498
Q1 2025 Added 0.02%
$1.08T
$4.87 Million 0.77% of portfolio
31,146
Q1 2025 Added 9.93%
$831B
$4.57 Million 0.73% of portfolio
18,627
Q1 2025 Reduced 2.97%
$103B
$4.49 Million 0.72% of portfolio
74,870
Q1 2025 Reduced 0.76%
$240B
$4.46 Million 0.71% of portfolio
38,238
Q1 2025 Added 0.03%
$585B
$4.24 Million 0.68% of portfolio
12,098
Q1 2025 Added 1.06%
$1.62T
$4.11 Million 0.65% of portfolio
7,125
Q1 2025 Added 2.96%
$113B
$3.74 Million 0.6% of portfolio
22,347
Q1 2025 Reduced 12.68%
$160B
$3.65 Million 0.58% of portfolio
17,227
Q1 2025 Added 2.79%
$300B
$3.6 Million 0.57% of portfolio
21,517
Q1 2025 Reduced 0.32%
$474B
$3.12 Million 0.5% of portfolio
26,192
Q1 2025 Added 0.2%
$373B
$2.9 Million 0.46% of portfolio
17,010
Q1 2025 Added 0.26%
$539B
$2.7 Million 0.43% of portfolio
4,926
Q1 2025 Added 5.48%
$748B
$2.62 Million 0.42% of portfolio
3,173
Q1 2025 Reduced 0.13%
$409B
$2.53 Million 0.4% of portfolio
15,277
Q1 2025 Added 1.09%
$376B
$2.35 Million 0.37% of portfolio
56,259
Q1 2025 Added 0.07%
$233B
$2.3 Million 0.37% of portfolio
17,327
Q1 2025 Added 0.45%
$398M
$2.23 Million 0.36% of portfolio
358,100
Q1 2025 Added 5.29%
$276B
$2.23 Million 0.36% of portfolio
14,066
Q1 2025 Reduced 0.28%
$225B
$2.17 Million 0.35% of portfolio
471
Q1 2025 Added 0.21%
$281B
$2.16 Million 0.34% of portfolio
25,615
Q1 2025 Reduced 9.56%
$283B
$2.13 Million 0.34% of portfolio
4,075
Q1 2025 Reduced 8.08%
$99.1B
$2.08 Million 0.33% of portfolio
7,856
Q1 2025 Reduced 0.1%
$215B
$2.02 Million 0.32% of portfolio
15,247
Q1 2025 Reduced 0.74%
$185B
$1.97 Million 0.31% of portfolio
13,122
Q1 2025 Reduced 1.12%
$380B
$1.89 Million 0.3% of portfolio
5,152
Q1 2025 Reduced 0.33%
$212B
$1.88 Million 0.3% of portfolio
21,000
Q1 2025 Reduced 17.88%
$435B
$1.81 Million 0.29% of portfolio
1,910
Q1 2025 Reduced 0.37%
$260B
$1.75 Million 0.28% of portfolio
7,043
Q1 2025 Reduced 2.49%
$284B
$1.78 Million 0.28% of portfolio
28,921
Q1 2025 Reduced 0.5%
$146B
$1.77 Million 0.28% of portfolio
14,539
Q1 2025 Added 0.16%
$300B
$1.68 Million 0.27% of portfolio
23,492
Q1 2025 Reduced 2.08%
$148B
$1.64 Million 0.26% of portfolio
4,414
Q1 2025 Added 44.48%
$216B
$1.58 Million 0.25% of portfolio
5,051
Q1 2025 Added 1.24%
$77.2B
$1.55 Million 0.25% of portfolio
16,598
Q1 2025 Reduced 1.61%
$934B
$1.48 Million 0.24% of portfolio
5,729
Q1 2025 Added 7.69%
$103B
$1.49 Million 0.24% of portfolio
6,851
Q1 2025 Reduced 13.45%
$165B
$1.45 Million 0.23% of portfolio
2,904
Q1 2025 Reduced 3.55%
$128B
$1.36 Million 0.22% of portfolio
4,462
Q4 2024 Added 0.27%
$212B
$1.29 Million 0.21% of portfolio
3,918
Q1 2025 Reduced 0.71%
$143B
$1.23 Million 0.2% of portfolio
48,661
Q1 2025 Added 6.48%
$113B
$1.29 Million 0.2% of portfolio
9,209
Q1 2025 Reduced 1.44%
$92.7B
$1.18 Million 0.19% of portfolio
5,106
Q1 2025 Reduced 0.18%

Summary

  • Portfolio
  • No. of Stocks 388
  • Current Value $628 Million
  • Prior Value $638 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 170 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
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