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
$51.4B
$292,000 0.05% of portfolio
6,996
Q1 2025 Added 1.38%
$70.1B
$330,000 0.05% of portfolio
11,238
Q1 2025 Reduced 4.99%
$120B
$320,000 0.05% of portfolio
2,769
Q1 2025 Added 5.61%
$34.6B
$335,000 0.05% of portfolio
1,876
Q1 2025 Added 3.88%
$14.5B
$330,000 0.05% of portfolio
9,977
Q1 2025 Added 0.85%
$53B
$289,000 0.05% of portfolio
1,679
Q1 2025 New
$54.5B
$301,000 0.05% of portfolio
16,236
Q1 2025 Reduced 1.22%
$62.5B
$333,000 0.05% of portfolio
11,688
Q1 2025 Reduced 7.43%
$25.8B
$312,000 0.05% of portfolio
2,115
Q1 2025 Added 4.86%
$35.2B
$304,000 0.05% of portfolio
5,241
Q1 2025 Reduced 4.64%
$108B
$316,000 0.05% of portfolio
3,224
Q1 2025 Added 14.0%
$27.4B
$290,000 0.05% of portfolio
246
Q1 2025 Reduced 0.4%
$16.2B
$317,000 0.05% of portfolio
27,315
Q1 2025 Added 101.36%
$40.3B
$250,000 0.04% of portfolio
1,208
Q1 2025 Added 2.72%
$22.4B
$244,000 0.04% of portfolio
739
Q1 2025 Reduced 1.73%
$110B
$270,000 0.04% of portfolio
6,528
Q1 2025 Reduced 0.84%
$32.4B
$228,000 0.04% of portfolio
7,521
Q1 2025 Added 0.56%
$100B
$235,000 0.04% of portfolio
2,566
Q1 2025 Added 0.9%
$86.5B
$226,000 0.04% of portfolio
3,475
Q1 2025 Added 1.61%
$61.6B
$272,000 0.04% of portfolio
4,428
Q1 2025 Reduced 2.12%
$35.9B
$261,000 0.04% of portfolio
2,177
Q1 2025 Reduced 1.49%
$82.7B
$223,000 0.04% of portfolio
2,036
Q1 2025 Reduced 1.17%
$22.9B
$231,000 0.04% of portfolio
2,518
Q1 2025 Reduced 53.15%
$79.8B
$266,000 0.04% of portfolio
1,074
Q1 2025 Reduced 3.85%
$49.6B
$267,000 0.04% of portfolio
1,278
Q1 2025 Reduced 0.62%
$57.3B
$222,000 0.04% of portfolio
423
Q1 2025 Reduced 1.86%
$36.9B
$254,000 0.04% of portfolio
1,049
Q1 2025 Added 0.38%
$51.9B
$239,000 0.04% of portfolio
3,649
Q1 2025 Added 3.99%
$74.7B
$233,000 0.04% of portfolio
4,958
Q1 2025 Added 3.46%
$23.4B
$282,000 0.04% of portfolio
1,911
Q1 2025 Added 0.16%
$45B
$223,000 0.04% of portfolio
533
Q1 2025 Added 3.7%
$63.5B
$226,000 0.04% of portfolio
3,572
Q1 2025 Added 3.3%
$31.2B
$241,000 0.04% of portfolio
9,526
Q1 2025 New
$20.2B
$248,000 0.04% of portfolio
6,207
Q1 2025 New
$0
$240,000 0.04% of portfolio
27,370
Q3 2024 New
$318B
$272,000 0.04% of portfolio
411
Q1 2025 Added 7.59%
$26.4B
$237,000 0.04% of portfolio
1,354
Q1 2025 Added 0.37%
$187B
$245,000 0.04% of portfolio
495
Q1 2025 Reduced 0.2%
$179B
$263,000 0.04% of portfolio
1,717
Q1 2025 Added 0.53%
$21B
$247,000 0.04% of portfolio
7,085
Q1 2025 Reduced 8.33%
$46.5B
$234,000 0.04% of portfolio
415
Q1 2025 Added 0.48%
$54.7B
$258,000 0.04% of portfolio
1,516
Q1 2025 Added 4.55%
$17.2B
$246,000 0.04% of portfolio
15,405
Q1 2025 Reduced 2.26%
$12.5B
$262,000 0.04% of portfolio
5,005
Q1 2025 Reduced 0.56%
$154B
$249,000 0.04% of portfolio
4,197
Q1 2025 Reduced 2.19%
$19.4B
$255,000 0.04% of portfolio
8,722
Q1 2025 Reduced 8.98%
$55.7B
$203,000 0.03% of portfolio
325
Q1 2025 Reduced 10.71%
$859M
$174,000 0.03% of portfolio
16,000
Q4 2024 Reduced 1.95%
$256B
$209,000 0.03% of portfolio
2,853
Q1 2025 New

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
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email