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
$108B
$290,000 0.04% of portfolio
3,166
Q2 2025 Reduced 1.8%
$19.3B
$259,000 0.04% of portfolio
531
Q2 2025 New
$0
$259,000 0.04% of portfolio
2,312
Q2 2025 Reduced 11.92%
$38.7B
$298,000 0.04% of portfolio
1,228
Q2 2025 Added 1.66%
$40.5B
$255,000 0.04% of portfolio
1,050
Q2 2025 Added 0.1%
$0
$244,000 0.04% of portfolio
4,701
Q1 2025 New
$55B
$256,000 0.04% of portfolio
3,504
Q2 2025 Reduced 1.9%
$29.1B
$291,000 0.04% of portfolio
248
Q2 2025 Added 0.81%
$51.4B
$283,000 0.04% of portfolio
3,810
Q2 2025 Added 4.41%
$155B
$266,000 0.04% of portfolio
4,349
Q2 2025 Added 3.62%
$0
$254,000 0.04% of portfolio
10,256
Q2 2025 Added 0.43%
$0
$243,000 0.04% of portfolio
3,090
Q2 2025 Reduced 18.06%
$24.1B
$282,000 0.04% of portfolio
1,897
Q2 2025 Reduced 0.73%
$36.3B
$272,000 0.04% of portfolio
2,103
Q2 2025 Reduced 3.4%
$0
$293,000 0.04% of portfolio
6,494
Q2 2025 Reduced 9.1%
$17B
$251,000 0.04% of portfolio
619
Q2 2025 New
$0
$245,000 0.04% of portfolio
1,664
Q1 2024 New
$57.3B
$252,000 0.04% of portfolio
1,289
Q2 2025 Reduced 63.56%
$0
$250,000 0.04% of portfolio
4,790
Q2 2025 Reduced 9.47%
$76.9B
$254,000 0.04% of portfolio
5,163
Q2 2025 Added 4.13%
$35.6B
$283,000 0.04% of portfolio
4,917
Q2 2025 Reduced 6.18%
$23.2B
$303,000 0.04% of portfolio
742
Q2 2025 Added 0.41%
$113B
$244,000 0.04% of portfolio
7,263
Q2 2025 Added 4.82%
$54.3B
$283,000 0.04% of portfolio
529
Q2 2025 Reduced 0.75%
$80B
$255,000 0.04% of portfolio
1,035
Q2 2025 Reduced 3.63%
$0
$250,000 0.04% of portfolio
3,412
Q4 2023 New
$7.1B
$260,000 0.04% of portfolio
5,258
Q2 2025 New
$169B
$262,000 0.04% of portfolio
483
Q2 2025 Reduced 2.42%
$173B
$277,000 0.04% of portfolio
1,745
Q2 2025 Added 1.63%
$0
$271,000 0.04% of portfolio
2,967
Q2 2025 New
$95.5B
$266,000 0.04% of portfolio
2,845
Q2 2025 New
$78.6B
$262,000 0.04% of portfolio
3,535
Q2 2025 Added 1.73%
$19.8B
$266,000 0.04% of portfolio
7,094
Q2 2025 Added 14.29%
$48.7B
$243,000 0.04% of portfolio
1,673
Q2 2025 Added 2.89%
$25.8B
$301,000 0.04% of portfolio
2,164
Q2 2025 Added 2.32%
$0
$250,000 0.04% of portfolio
7,875
Q4 2024 New
$0
$267,000 0.04% of portfolio
3,212
Q2 2025 Reduced 65.58%
$18B
$304,000 0.04% of portfolio
9,286
Q1 2025 Reduced 1.46%
$16.7B
$268,000 0.04% of portfolio
15,387
Q2 2025 Reduced 0.12%
$33.7B
$247,000 0.04% of portfolio
9,522
Q2 2025 Reduced 0.04%
$78.6B
$259,000 0.04% of portfolio
1,948
Q2 2025 Reduced 4.32%
$162B
$237,000 0.03% of portfolio
1,295
Q2 2025 New
$1.6B
$210,000 0.03% of portfolio
5,730
Q2 2025 New
$26.4B
$231,000 0.03% of portfolio
494
Q2 2025 New
$0
$210,000 0.03% of portfolio
6,106
Q2 2025 New
$19B
$233,000 0.03% of portfolio
9,095
Q2 2025 Added 4.28%
$0
$216,000 0.03% of portfolio
8,705
Q2 2025 Reduced 35.3%
$102B
$234,000 0.03% of portfolio
2,559
Q2 2025 Reduced 0.27%
$26.8B
$234,000 0.03% of portfolio
2,290
Q2 2025 New

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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