Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025

Mayflower Financial Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $680 Million distributed in 390 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 $36.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.4M, Microsoft Corp with a value of $21.1M, Ishares Msci Usa Quality Facto with a value of $21M, and Apple Inc. with a value of $17.8M.

Examining the 13F form we can see an increase of $51.9M in the current position value, from $628M to 680M.

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

Portfolio value $680 Million
ETFs: $395 Million
Technology: $85.8 Million
Financial Services: $50.5 Million
Consumer Cyclical: $29.5 Million
Industrials: $26.6 Million
Healthcare: $25.6 Million
Communication Services: $23.3 Million
Consumer Defensive: $19.1 Million
Other: $23.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$21.1 Million 3.1% of portfolio
42,343
Q2 2025 Reduced 0.35%
$3.69T
$17.8 Million 2.61% of portfolio
86,589
Q2 2025 Added 0.07%
$456B
$10.6 Million 1.56% of portfolio
67,128
Q2 2025 Added 2.1%
$621B
$10.1 Million 1.48% of portfolio
20,777
Q2 2025 Added 0.86%
$6.02B
$8.31 Million 1.22% of portfolio
162,497
Q2 2025 Reduced -0.0%
$2.26T
$7.52 Million 1.11% of portfolio
34,261
Q2 2025 Added 0.94%
$1.21T
$6.82 Million 1.0% of portfolio
38,703
Q2 2025 Reduced 4.51%
$127B
$6.09 Million 0.9% of portfolio
22,105
Q2 2025 Reduced 1.08%
$1.24T
$5.98 Million 0.88% of portfolio
33,717
Q2 2025 Added 8.25%
$250B
$5.4 Million 0.79% of portfolio
38,316
Q2 2025 Added 0.2%
$1.78T
$5.28 Million 0.78% of portfolio
7,147
Q2 2025 Added 0.31%
$859B
$5.19 Million 0.76% of portfolio
17,916
Q2 2025 Reduced 3.82%
$118B
$4.63 Million 0.68% of portfolio
79,019
Q2 2025 Added 5.54%
$551B
$4.5 Million 0.66% of portfolio
12,671
Q2 2025 Added 4.74%
$146B
$3.98 Million 0.59% of portfolio
17,102
Q2 2025 Reduced 0.73%
$367B
$3.44 Million 0.51% of portfolio
25,202
Q2 2025 Reduced 1.61%
$351B
$2.91 Million 0.43% of portfolio
15,684
Q2 2025 Reduced 0.32%
$548B
$2.81 Million 0.41% of portfolio
5,009
Q2 2025 Added 1.68%
$368B
$2.77 Million 0.41% of portfolio
17,365
Q2 2025 Added 2.09%
$442B
$2.74 Million 0.4% of portfolio
25,427
Q2 2025 Reduced 2.92%
$217B
$2.73 Million 0.4% of portfolio
472
Q2 2025 Added 0.21%
$381B
$2.55 Million 0.38% of portfolio
53,953
Q2 2025 Reduced 4.1%
$572M
$2.58 Million 0.38% of portfolio
377,821
Q2 2025 Added 5.51%
$608B
$2.59 Million 0.38% of portfolio
3,328
Q2 2025 Added 4.88%
$261B
$2.46 Million 0.36% of portfolio
13,520
Q2 2025 Reduced 3.88%
$229B
$2.33 Million 0.34% of portfolio
17,132
Q2 2025 Reduced 1.13%
$452B
$2.28 Million 0.34% of portfolio
14,959
Q2 2025 Reduced 2.08%
$99.2B
$2.17 Million 0.32% of portfolio
7,880
Q2 2025 Added 0.31%
$229B
$2.18 Million 0.32% of portfolio
14,947
Q2 2025 Reduced 1.97%
$210B
$2.14 Million 0.31% of portfolio
7,257
Q2 2025 Added 3.04%
$1.08T
$2.01 Million 0.3% of portfolio
6,316
Q2 2025 Added 10.25%
$405B
$1.94 Million 0.29% of portfolio
5,295
Q2 2025 Added 2.78%
$293B
$1.96 Million 0.29% of portfolio
28,283
Q2 2025 Reduced 2.21%
$439B
$1.91 Million 0.28% of portfolio
1,930
Q2 2025 Added 1.05%
$155B
$1.84 Million 0.27% of portfolio
14,925
Q2 2025 Added 2.65%
$306B
$1.78 Million 0.26% of portfolio
25,145
Q2 2025 Added 7.04%
$76B
$1.72 Million 0.25% of portfolio
16,956
Q2 2025 Added 2.16%
$142B
$1.7 Million 0.25% of portfolio
4,304
Q2 2025 Reduced 2.49%
$245B
$1.64 Million 0.24% of portfolio
5,259
Q2 2025 Added 29.06%
$684B
$1.57 Million 0.23% of portfolio
7,173
Q2 2025 Reduced 3.95%
$222B
$1.53 Million 0.23% of portfolio
5,242
Q2 2025 Added 3.78%
$218B
$1.55 Million 0.23% of portfolio
3,995
Q2 2025 Added 1.97%
$203B
$1.59 Million 0.23% of portfolio
20,066
Q2 2025 Reduced 4.45%
$172B
$1.51 Million 0.22% of portfolio
1,471
Q2 2025 Reduced 0.47%
$95.3B
$1.49 Million 0.22% of portfolio
6,761
Q2 2025 Reduced 1.31%
$202B
$1.46 Million 0.21% of portfolio
11,024
Q2 2025 Reduced 15.99%
$124B
$1.33 Million 0.2% of portfolio
4,313
Q2 2025 Reduced 3.34%
$545B
$1.27 Million 0.19% of portfolio
951
Q2 2025 Reduced 1.25%
$254B
$1.31 Million 0.19% of portfolio
1,849
Q2 2025 Reduced 0.8%

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $680 Million
  • Prior Value $628 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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