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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.7 Million 5.4% of portfolio
59,077
Q2 2025 Reduced 15.25%
$0
$22.4 Million 3.29% of portfolio
308,154
Q2 2025 Reduced 9.5%
$3.95T
$21.1 Million 3.1% of portfolio
42,343
Q2 2025 Reduced 0.35%
$0
$21 Million 3.09% of portfolio
114,901
Q2 2025 Added 24.6%
$3.69T
$17.8 Million 2.61% of portfolio
86,589
Q2 2025 Added 0.07%
$0
$12.4 Million 1.82% of portfolio
112,181
Q2 2025 Reduced 4.18%
$0
$12.3 Million 1.81% of portfolio
19,871
Q2 2025 Reduced 10.43%
$0
$10.9 Million 1.6% of portfolio
409,831
Q2 2025 Added 48.42%
$456B
$10.6 Million 1.56% of portfolio
67,128
Q2 2025 Added 2.1%
$0
$10.1 Million 1.49% of portfolio
159,285
Q2 2025 Added 48.27%
$621B
$10.1 Million 1.48% of portfolio
20,777
Q2 2025 Added 0.86%
$0
$10 Million 1.47% of portfolio
430,986
Q2 2025 Added 2.49%
$0
$9.85 Million 1.45% of portfolio
180,820
Q2 2025 Added 9.54%
$0
$9.18 Million 1.35% of portfolio
198,537
Q2 2025 Reduced 12.02%
$0
$8.85 Million 1.3% of portfolio
45,273
Q2 2025 Added 17.81%
$0
$8.8 Million 1.29% of portfolio
179,461
Q2 2025 Added 65.31%
$6.02B
$8.31 Million 1.22% of portfolio
162,497
Q2 2025 Reduced -0.0%
$2.26T
$7.52 Million 1.11% of portfolio
34,261
Q2 2025 Added 0.94%
$0
$7.47 Million 1.1% of portfolio
120,496
Q2 2025 Reduced 33.15%
$0
$7.24 Million 1.06% of portfolio
77,102
Q2 2025 Reduced 1.25%
$1.21T
$6.82 Million 1.0% of portfolio
38,703
Q2 2025 Reduced 4.51%
$0
$6.68 Million 0.98% of portfolio
80,023
Q2 2025 Reduced 1.2%
$127B
$6.09 Million 0.9% of portfolio
22,105
Q2 2025 Reduced 1.08%
$1.24T
$5.98 Million 0.88% of portfolio
33,717
Q2 2025 Added 8.25%
$0
$5.92 Million 0.87% of portfolio
54,164
Q2 2025 Added 0.91%
$0
$5.88 Million 0.86% of portfolio
19,342
Q2 2025 Reduced 0.36%
$0
$5.66 Million 0.83% of portfolio
99,218
Q2 2025 Reduced 4.2%
$0
$5.61 Million 0.82% of portfolio
76,153
Q2 2025 Added 1.88%
$250B
$5.4 Million 0.79% of portfolio
38,316
Q2 2025 Added 0.2%
$0
$5.36 Million 0.79% of portfolio
51,310
Q2 2025 Reduced 20.35%
$0
$5.28 Million 0.78% of portfolio
9,295
Q2 2025 Added 2.9%
$1.78T
$5.28 Million 0.78% of portfolio
7,147
Q2 2025 Added 0.31%
$859B
$5.19 Million 0.76% of portfolio
17,916
Q2 2025 Reduced 3.82%
$0
$5.11 Million 0.75% of portfolio
9,026
Q2 2025 Reduced 5.16%
$0
$4.68 Million 0.69% of portfolio
41,826
Q2 2025 Reduced 4.9%
$0
$4.64 Million 0.68% of portfolio
26,782
Q2 2025 Added 1.97%
$118B
$4.63 Million 0.68% of portfolio
79,019
Q2 2025 Added 5.54%
$106B
$4.57 Million 0.67% of portfolio
14,997
Q2 2025 Reduced 1.54%
$0
$4.57 Million 0.67% of portfolio
17,179
Q2 2025 Reduced 15.3%
$551B
$4.5 Million 0.66% of portfolio
12,671
Q2 2025 Added 4.74%
$0
$4.36 Million 0.64% of portfolio
40,996
Q2 2025 Reduced 7.42%
$0
$4.14 Million 0.61% of portfolio
84,769
Q2 2025 Added 13.54%
$0
$4.06 Million 0.6% of portfolio
43,206
Q2 2025 Added 15.15%
$146B
$3.98 Million 0.59% of portfolio
17,102
Q2 2025 Reduced 0.73%
$0
$3.9 Million 0.57% of portfolio
30,360
Q2 2025 Added 1.58%
$0
$3.68 Million 0.54% of portfolio
67,752
Q2 2025 New
$367B
$3.44 Million 0.51% of portfolio
25,202
Q2 2025 Reduced 1.61%
$0
$3.5 Million 0.51% of portfolio
67,088
Q2 2025 Added 91.2%
$0
$3.32 Million 0.49% of portfolio
6,017
Q2 2025 Added 17.47%

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
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