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
$222B
$1.53 Million 0.23% of portfolio
5,242
Q2 2025 Added 3.78%
$218B
$1.55 Million 0.23% of portfolio
3,995
Q2 2025 Added 1.97%
$203B
$1.59 Million 0.23% of portfolio
20,066
Q2 2025 Reduced 4.45%
$0
$1.59 Million 0.23% of portfolio
43,159
Q2 2025 Reduced 3.77%
$0
$1.49 Million 0.22% of portfolio
23,326
Q2 2025 Reduced 0.43%
$172B
$1.51 Million 0.22% of portfolio
1,471
Q2 2025 Reduced 0.47%
$0
$1.52 Million 0.22% of portfolio
3,467
Q2 2025 Added 2.73%
$95.3B
$1.49 Million 0.22% of portfolio
6,761
Q2 2025 Reduced 1.31%
$202B
$1.46 Million 0.21% of portfolio
11,024
Q2 2025 Reduced 15.99%
$0
$1.43 Million 0.21% of portfolio
14,177
Q2 2025 Reduced 1.47%
$0
$1.4 Million 0.21% of portfolio
22,100
Q2 2025 Added 0.06%
$124B
$1.33 Million 0.2% of portfolio
4,313
Q2 2025 Reduced 3.34%
$545B
$1.27 Million 0.19% of portfolio
951
Q2 2025 Reduced 1.25%
$254B
$1.31 Million 0.19% of portfolio
1,849
Q2 2025 Reduced 0.8%
$145B
$1.29 Million 0.19% of portfolio
3,604
Q2 2025 Added 10.82%
$123B
$1.22 Million 0.18% of portfolio
8,126
Q2 2025 Reduced 11.76%
$0
$1.2 Million 0.18% of portfolio
2,722
Q4 2024 Reduced 0.04%
$0
$1.24 Million 0.18% of portfolio
12,249
Q2 2025 Added 39.07%
$257B
$1.23 Million 0.18% of portfolio
10,143
Q2 2025 Added 0.22%
$53.5B
$1.25 Million 0.18% of portfolio
20,095
Q2 2025 Reduced 1.97%
$95.6B
$1.15 Million 0.17% of portfolio
5,032
Q2 2025 Reduced 1.45%
$0
$1.16 Million 0.17% of portfolio
15,024
Q2 2025 Added 11.93%
$203B
$1.12 Million 0.17% of portfolio
38,792
Q2 2025 Added 4.37%
$0
$1.14 Million 0.17% of portfolio
23,119
Q2 2025 Reduced 2.44%
$187B
$1.14 Million 0.17% of portfolio
2,813
Q2 2025 Reduced 3.13%
$1.18B
$1.18 Million 0.17% of portfolio
37,090
Q2 2025 Added 9.44%
$182B
$1.14 Million 0.17% of portfolio
26,319
Q2 2025 Added 1.77%
$113B
$1.11 Million 0.16% of portfolio
2,397
Q2 2025 Reduced 11.45%
$177B
$1.06 Million 0.16% of portfolio
5,466
Q2 2025 Reduced 3.9%
$227B
$1.11 Million 0.16% of portfolio
3,468
Q2 2025 Added 5.96%
$152B
$1.11 Million 0.16% of portfolio
5,009
Q2 2025 Reduced 0.2%
$157B
$1.08 Million 0.16% of portfolio
2,787
Q2 2025 Added 3.18%
$173B
$994,000 0.15% of portfolio
14,500
Q2 2025 Reduced 1.0%
$0
$1.04 Million 0.15% of portfolio
16,649
Q2 2025 Reduced 5.66%
$0
$1 Million 0.15% of portfolio
33,266
Q2 2025 Reduced 7.09%
$0
$1.03 Million 0.15% of portfolio
26,028
Q2 2025 Added 40.95%
$34.1B
$1.01 Million 0.15% of portfolio
6,165
Q2 2025 Reduced 2.0%
$68.2B
$1.03 Million 0.15% of portfolio
33,212
Q2 2025 Added 7.53%
$84.1B
$944,000 0.14% of portfolio
14,007
Q2 2025 Reduced 3.73%
$141B
$973,000 0.14% of portfolio
14,030
Q2 2025 Reduced 0.15%
$0
$949,000 0.14% of portfolio
7,125
Q2 2025 Added 0.59%
$139B
$944,000 0.14% of portfolio
4,506
Q2 2025 Added 30.42%
$152B
$979,000 0.14% of portfolio
3,508
Q2 2025 Reduced 8.55%
$178B
$931,000 0.14% of portfolio
8,075
Q2 2025 Added 3.78%
$150B
$940,000 0.14% of portfolio
3,146
Q2 2025 Added 9.31%
$232B
$923,000 0.14% of portfolio
3,385
Q2 2025 Reduced 4.19%
$36.7B
$950,000 0.14% of portfolio
7,755
Q2 2025 Reduced 0.78%
$94.4B
$907,000 0.13% of portfolio
12,779
Q2 2025 Added 13.7%
$63.6B
$902,000 0.13% of portfolio
8,677
Q2 2025 Reduced 4.24%

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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