Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $1.3 Billion
- Q2 2024
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
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