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 Market Cap. of $50 Millions to $300 Millions
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