Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $638 Million
- Q4 2024
Mayflower Financial Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $638 Million distributed in 381 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 $42.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.5M, Apple Inc. with a value of $22.3M, Microsoft Corp with a value of $18M, and Ishares Msci Usa Quality Facto with a value of $14.7M.
Examining the 13F form we can see an increase of $9.45M in the current position value, from $629M to 638M.
Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$638 Million
ETFs: $368 Million
Technology: $80.8 Million
Financial Services: $46.4 Million
Consumer Cyclical: $27.7 Million
Healthcare: $26.1 Million
Industrials: $24.5 Million
Communication Services: $21.3 Million
Consumer Defensive: $18.5 Million
Other: $24 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 381
- Current Value $638 Million
- Prior Value $629 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 183 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks