MF
| |
Mayflower Financial Advisors, LLC13F | |
| Mayflower Financial Advisors, LLC | |
| Last update 2025-05-02 | 387 Stocks (22 new) |
| Value $658.00 Mil | Turnover 5 % |
Mayflower Financial Advisors, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 69,707 | 39,168.2 | -4.33% | 5.950 | -0.28% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 340,497 | 22,391.1 | +4.13% | 3.400 | +0.13% | 0.040 | +16.48% | +8.96% | 78,151.1 | ||
AAPL | Apple Inc | 86,526 | 19,220.0 | -2.92% | 2.920 | -0.10% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 42,493 | 15,951.5 | -0.70% | 2.420 | -0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
QUAL | iShares MSCI USA Quality Factor ETF | 92,217 | 15,758.3 | +11.82% | 2.390 | +0.25% | 0.030 | +11.83% | +5.00% | 53,479.5 | ||
KVYO | Klaviyo Inc | 431,429 | 13,055.0 | 0% | 1.980 | 0% | 0.160 | +13.13% | -20.61% | 9,737.8 | Software | |
SPY | SPDR S&P 500 ETF Trust | 22,185 | 12,410.0 | -0.09% | 1.880 | 0% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
BRK.B | Berkshire Hathaway Inc | 20,600 | 10,971.0 | +0.19% | 1.670 | 0% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
IVW | iShares S&P 500 Growth ETF | 117,079 | 10,868.4 | +2.77% | 1.650 | +0.04% | 0.020 | +22.20% | +11.84% | 62,264.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 180,236 | 10,516.8 | +0.88% | 1.600 | +0.01% | 0.010 | +12.58% | +3.00% | 97,797.3 |
Mayflower Financial Advisors, LLC's Historical Top Holdings Breakdowns
Mayflower Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.39% | 43.99 ($45.54) 46.79 | $45.39 | -0.33% | New holding | 54,751 | 54,751 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.37% | 96.1 ($101.94) 106.32 | $112.29 | 10.15% | Reduce -36.62% | 43,979 | -25,407 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.28% | 554.06 ($590.51) 615.85 | $637.58 | 7.97% | Reduce -4.33% | 69,707 | -3,158 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | New Buy New Buy | +0.25% | 45.72 ($49.35) 51.73 | $53.62 | 8.65% | New holding | 35,087 | 35,087 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.25% | 168.16 ($179.03) 186.21 | $186.15 | 3.98% | Add 11.82% | 92,217 | 9,749 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.23% | 185.78 ($193.5) 198.58 | $199.92 | 3.32% | Add 26.67% | 38,430 | 8,092 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.22% | 85.29 ($89.02) 92.57 | $85.90 | -3.50% | Reduce -57.19% | 12,616 | -16,857 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | New Buy New Buy | +0.20% | 34.83 ($36.45) 37.46 | $38.27 | 4.99% | New holding | 35,718 | 35,718 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | Add Add | +0.18% | 52.19 ($56.8) 61.89 | $66.72 | 17.46% | Add 106.5% | 36,187 | 18,663 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.16% | 50.83 ($53.83) 55.94 | $61.70 | 14.62% | Add 24.16% | 102,477 | 19,939 |
Mayflower Financial Advisors, LLC Total Holding History ($B)
Mayflower Financial Advisors, LLC's Asset Allocation
Mayflower Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mayflower Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Mayflower Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mayflower Financial Advisors, LLC's Holdings Heat Map
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Mayflower Financial Advisors, LLC's Holdings Bubble Chart
Mayflower Financial Advisors, LLC News
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