Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $629 Million
- Q3 2024
Mayflower Financial Advisors, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $629 Million distributed in 372 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 $45.9M, Apple Inc. with a value of $20.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.2M, Microsoft Corp with a value of $18.5M, and Ishares Msci Usa Quality Facto with a value of $13.4M.
Examining the 13F form we can see an decrease of $673M in the current position value, from $1.3B to 629M.
Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$629 Million
ETFs: $359 Million
Technology: $75.3 Million
Financial Services: $45 Million
Healthcare: $29.6 Million
Consumer Cyclical: $27.1 Million
Industrials: $24.5 Million
Consumer Defensive: $19 Million
Communication Services: $19 Million
Other: $28.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 372
- Current Value $629 Million
- Prior Value $1.3 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks