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 ETFs Only
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