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
$1.85 Million 0.29% of portfolio
15,161
Q1 2025 Reduced 13.02%
$0
$1.85 Million 0.29% of portfolio
22,644
Q1 2025 Added 1.92%
$0
$1.79 Million 0.29% of portfolio
19,349
Q1 2025 Reduced 15.45%
$0
$1.72 Million 0.27% of portfolio
68,483
Q1 2025 Added 0.09%
$0
$1.61 Million 0.26% of portfolio
35,087
Q1 2025 New
$0
$1.57 Million 0.25% of portfolio
26,842
Q1 2025 Added 1.35%
$0
$1.5 Million 0.24% of portfolio
44,852
Q1 2025 Added 8.19%
$0
$1.42 Million 0.23% of portfolio
46,742
Q1 2025 Reduced 37.65%
$0
$1.45 Million 0.23% of portfolio
14,389
Q1 2025 Reduced 8.48%
$0
$1.45 Million 0.23% of portfolio
23,427
Q1 2025 Added 2.65%
$0
$1.36 Million 0.22% of portfolio
21,537
Q1 2025 Added 28.93%
$0
$1.3 Million 0.21% of portfolio
35,718
Q1 2025 New
$0
$1.29 Million 0.2% of portfolio
22,086
Q1 2025 Reduced 16.43%
$0
$1.25 Million 0.2% of portfolio
3,375
Q1 2025 Added 12.65%
$53B
$1.21 Million 0.19% of portfolio
20,498
Q1 2025 Added 14.6%
$0
$1.15 Million 0.18% of portfolio
12,616
Q1 2025 Reduced 57.19%
$0
$1.07 Million 0.17% of portfolio
24,489
Q1 2025 Added 57.89%
$0
$1.07 Million 0.17% of portfolio
23,696
Q1 2025 Reduced 3.3%
$0
$1.08 Million 0.17% of portfolio
35,805
Q1 2025 Added 1.42%
$0
$1.03 Million 0.16% of portfolio
17,648
Q1 2025 Added 0.02%
$1.17B
$1.02 Million 0.16% of portfolio
33,890
Q1 2025 Added 1.0%
$0
$1.03 Million 0.16% of portfolio
13,423
Q1 2025 Reduced 3.63%
$0
$939,000 0.15% of portfolio
4,549
Q1 2025 Reduced 0.79%
$0
$913,000 0.15% of portfolio
7,083
Q1 2025 Added 1.23%
$0
$913,000 0.15% of portfolio
8,808
Q1 2025 Reduced 9.34%
$0
$859,000 0.14% of portfolio
9,196
Q1 2025 Added 1.26%
$0
$786,000 0.13% of portfolio
3,545
Q1 2025 Added 5.04%
$0
$805,000 0.13% of portfolio
3,132
Q1 2025 Added 10.13%
$0
$734,000 0.12% of portfolio
7,423
Q1 2025 Reduced 16.59%
$0
$762,000 0.12% of portfolio
38,528
Q4 2024 Added 100.0%
$0
$733,000 0.12% of portfolio
2,032
Q1 2025 Added 0.64%
$0
$729,000 0.12% of portfolio
3,876
Q1 2025 Added 1.02%
$0
$745,000 0.12% of portfolio
8,235
Q1 2025 Reduced 3.67%
$0
$760,000 0.12% of portfolio
9,331
Q1 2025 New
$0
$715,000 0.11% of portfolio
17,558
Q1 2024 New
$0
$683,000 0.11% of portfolio
7,548
Q1 2025 Added 38.27%
$0
$618,000 0.1% of portfolio
14,095
Q1 2025 Reduced 1.05%
$0
$658,000 0.1% of portfolio
18,466
Q1 2025 Added 28.38%
$0
$644,000 0.1% of portfolio
20,865
Q1 2025 Reduced 16.14%
$0
$629,000 0.1% of portfolio
13,225
Q1 2025 Reduced 0.9%
$0
$634,000 0.1% of portfolio
5,741
Q1 2025 Reduced 4.73%
$0
$549,000 0.09% of portfolio
23,129
Q1 2025 Added 22.19%
$0
$472,000 0.08% of portfolio
9,023
Q1 2025 Reduced 0.66%
$0
$484,000 0.08% of portfolio
6,934
Q1 2025 Added 3.93%
$0
$477,000 0.08% of portfolio
9,278
Q1 2025 Reduced 1.83%
$0
$500,000 0.08% of portfolio
17,599
Q1 2025 Added 6.49%
$0
$520,000 0.08% of portfolio
4,884
Q4 2024 Reduced 23.6%
$0
$501,000 0.08% of portfolio
23,304
Q4 2024 Added 200.0%
$0
$479,000 0.08% of portfolio
5,025
Q1 2025 Reduced 7.7%

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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