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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.2 Million 6.24% of portfolio
69,707
Q1 2025 Reduced 4.33%
$0
$22.4 Million 3.57% of portfolio
340,497
Q1 2025 Added 4.13%
$0
$15.8 Million 2.51% of portfolio
92,217
Q1 2025 Added 11.82%
$0
$12.4 Million 1.98% of portfolio
22,185
Q1 2025 Reduced 0.09%
$0
$10.9 Million 1.73% of portfolio
117,079
Q1 2025 Added 2.77%
$0
$10.5 Million 1.67% of portfolio
180,236
Q1 2025 Added 0.88%
$0
$10.4 Million 1.66% of portfolio
225,657
Q1 2025 Added 5.12%
$0
$9.74 Million 1.55% of portfolio
420,508
Q1 2025 Added 4.42%
$0
$8.05 Million 1.28% of portfolio
165,070
Q1 2025 Added 3.41%
$0
$7.72 Million 1.23% of portfolio
276,133
Q1 2025 Added 6.97%
$0
$7.32 Million 1.17% of portfolio
38,430
Q1 2025 Added 26.67%
$0
$7.31 Million 1.16% of portfolio
78,081
Q1 2025 Added 1.31%
$0
$6.79 Million 1.08% of portfolio
64,418
Q1 2025 Reduced 8.26%
$0
$6.33 Million 1.01% of portfolio
107,431
Q1 2025 Reduced 5.95%
$0
$6.13 Million 0.98% of portfolio
80,995
Q1 2025 Reduced 2.37%
$0
$5.61 Million 0.89% of portfolio
53,678
Q1 2025 Reduced 0.89%
$0
$5.49 Million 0.87% of portfolio
74,749
Q1 2025 Reduced 4.72%
$0
$5.4 Million 0.86% of portfolio
20,282
Q1 2025 Added 7.04%
$0
$5.39 Million 0.86% of portfolio
108,557
Q1 2025 Added 7.83%
$0
$5.34 Million 0.85% of portfolio
19,412
Q1 2025 Added 1.76%
$0
$5.26 Million 0.84% of portfolio
103,564
Q1 2025 Added 0.09%
$0
$5.08 Million 0.81% of portfolio
9,517
Q1 2025 Reduced 1.38%
$0
$4.68 Million 0.74% of portfolio
44,282
Q1 2025 Reduced 3.58%
$0
$4.64 Million 0.74% of portfolio
9,033
Q1 2025 Added 7.55%
$105B
$4.39 Million 0.7% of portfolio
15,232
Q1 2025 Reduced 0.24%
$0
$4.4 Million 0.7% of portfolio
43,979
Q1 2025 Reduced 36.62%
$0
$3.88 Million 0.62% of portfolio
74,658
Q1 2025 Added 5.57%
$0
$3.85 Million 0.61% of portfolio
85,316
Q1 2025 Reduced 0.39%
$0
$3.69 Million 0.59% of portfolio
26,264
Q1 2025 Added 5.87%
$0
$3.52 Million 0.56% of portfolio
37,522
Q1 2025 Reduced 14.47%
$0
$3.47 Million 0.55% of portfolio
29,888
Q1 2025 Added 1.82%
$0
$3.11 Million 0.5% of portfolio
12,043
Q1 2025 Added 0.76%
$0
$3 Million 0.48% of portfolio
15,036
Q1 2025 Reduced 0.05%
$0
$3.03 Million 0.48% of portfolio
25,029
Q1 2025 Added 0.66%
$0
$2.75 Million 0.44% of portfolio
49,830
Q1 2025 Reduced 27.18%
$0
$2.71 Million 0.43% of portfolio
44,606
Q1 2025 Added 0.4%
$0
$2.67 Million 0.42% of portfolio
14,634
Q1 2025 Added 0.32%
$0
$2.5 Million 0.4% of portfolio
14,449
Q1 2025 Reduced 0.53%
$0
$2.46 Million 0.39% of portfolio
20,137
Q1 2025 Added 7.37%
$0
$2.4 Million 0.38% of portfolio
5,122
Q1 2025 Reduced 1.63%
$9.7B
$2.24 Million 0.36% of portfolio
36,187
Q1 2025 Added 106.5%
$0
$2.11 Million 0.34% of portfolio
6,891
Q1 2025 Added 26.21%
$0
$2.02 Million 0.32% of portfolio
15,054
Q1 2025 Added 4.74%
$0
$1.98 Million 0.32% of portfolio
35,789
Q1 2025 Reduced 0.19%
$0
$1.94 Million 0.31% of portfolio
23,777
Q1 2025 Reduced 0.07%
$0
$1.96 Million 0.31% of portfolio
34,067
Q1 2025 Added 7.34%
$0
$1.86 Million 0.3% of portfolio
29,933
Q1 2025 Added 0.73%
$0
$1.87 Million 0.3% of portfolio
32,670
Q1 2025 Added 3.8%
$0
$1.83 Million 0.29% of portfolio
23,135
Q1 2025 Reduced 0.44%

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