Mayflower Financial Advisors, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vertex Pharmaceuticals Inc with a value of $342M, Black Rock Inc. with a value of $328M, Ishares Core S&P 500 ETF with a value of $62.3M, Apple Inc. with a value of $19.2M, and Microsoft Corp with a value of $19.3M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $1.27B to 1.3B.

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

Portfolio value $1.3 Billion
Financial Services: $374 Million
Healthcare: $370 Million
ETFs: $370 Million
Technology: $72.5 Million
Consumer Cyclical: $25.5 Million
Industrials: $22.6 Million
Communication Services: $19.5 Million
Consumer Defensive: $18.1 Million
Other: $27.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $1.3 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 156 stocks
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