Mayflower Financial Advisors, LLC Buys Wayfair Inc, XL Fleet Corp, Oak Street Health Inc, Sells Eaton Vance Corp, Biogen Inc, Paycom Software Inc
- New Purchases: XL, OSH, VRTX, SUMO, QCLN, IHI, MCHI, XLE, DE, MAR, PLTR, AVB, BBL, VXF, PSX, WSO, TSM, LNC, EPD, DLR, CHD, LYG,
- Added Positions: W, IVV, MS, USMV, MO, BND, MUB, AMZN, MSFT, BOTZ, BRK.B, FINX, IJH, VCSH, ABT, BAC, AAPL, PYPL, LIT, ABB, AMT, AMGN, BA, CMI, DIS, BIV, CIBR, VTI, CNI, CAT, GOOGL, NFLX, SCCO, SYK, TJX, TMO, FNV, FB, TDOC, ARKK, TIP, VOO, VT, ADP, BLK, CVS, CSCO, CL, CMCSA, GLW, COST, LHX, IBM, SJM, JNJ, KSU, MDLZ, PFE, RIO, SBUX, UNH, WMT, WBA, PM, ZTS, SLQT, AMLP, BSV, HYMB, PSK, SUB, VYM, ACN, ABC, DOV, DD, ECL, FDS, GS, ITW, INO, MTB, MU, NVDA, NKE, PBCT, BKNG, STT, TXN, UL, WM, ET, MA, DFS, AWK, KMI, GOOG, BABA, KHC, SQ, TWLO, TTD, YUMC, ROKU, SE, DOW, HDV, IDV, NEAR, RSP, SDY, VBR, VEU, XLF,
- Reduced Positions: IJR, VEA, PAYC, QQQ, PEP, CRM, TSLA, VWO, EEMV, IEFA, IWM, IYG, MINT, PTLC, VO, IWV, IEMG, SHY, IGSB, AGG, SHOP, AXP, NOW, MRK, ADBE, LMT, BP, ISRG, IDXX, ETN, IYY, GSK, PFF, F, XLK, C, BTI, VNQ, VUG, GM, PH, O, HYG, FV, EFA, TOT, EEM, DGRO, USB, RTX, CHWY, BX, VKTX, AVGO, TWTR,
- Sold Out: EV, BIIB, ALXN, CLX, AXON, MRTX, IYH, VGT, PANW, PSP, SAN,
For the details of Mayflower Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mayflower+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Mayflower Financial Advisors, LLC- iShares Core S&P 500 ETF (IVV) - 132,230 shares, 7.83% of the total portfolio. Shares added by 3.31%
- Wayfair Inc (W) - 162,730 shares, 7.62% of the total portfolio. Shares added by 36.59%
- McDonald's Corp (MCD) - 143,489 shares, 4.79% of the total portfolio. Shares added by 0.08%
- Duke Energy Corp (DUK) - 277,162 shares, 3.98% of the total portfolio. Shares added by 0.01%
- Procter & Gamble Co (PG) - 156,059 shares, 3.15% of the total portfolio. Shares added by 0.05%
Mayflower Financial Advisors, LLC initiated holding in XL Fleet Corp. The purchase prices were between $8.82 and $22.09, with an estimated average price of $16.58. The stock is now traded at around $6.700000. The impact to a portfolio due to this purchase was 2.02%. The holding were 1,508,512 shares as of 2021-03-31.
New Purchase: Oak Street Health Inc (OSH)Mayflower Financial Advisors, LLC initiated holding in Oak Street Health Inc. The purchase prices were between $48.96 and $64.99, with an estimated average price of $55.78. The stock is now traded at around $59.730000. The impact to a portfolio due to this purchase was 0.7%. The holding were 86,875 shares as of 2021-03-31.
New Purchase: Vertex Pharmaceuticals Inc (VRTX)Mayflower Financial Advisors, LLC initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $207.02 and $241.31, with an estimated average price of $219.56. The stock is now traded at around $215.980000. The impact to a portfolio due to this purchase was 0.09%. The holding were 559,857 shares as of 2021-03-31.
New Purchase: Sumo Logic Inc (SUMO)Mayflower Financial Advisors, LLC initiated holding in Sumo Logic Inc. The purchase prices were between $17.38 and $40.25, with an estimated average price of $29.37. The stock is now traded at around $19.130000. The impact to a portfolio due to this purchase was 0.08%. The holding were 27,188 shares as of 2021-03-31.
New Purchase: iShares U.S. Medical Devices ETF (IHI)Mayflower Financial Advisors, LLC initiated holding in iShares U.S. Medical Devices ETF. The purchase prices were between $317.79 and $350.67, with an estimated average price of $332.71. The stock is now traded at around $358.400000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,452 shares as of 2021-03-31.
New Purchase: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)Mayflower Financial Advisors, LLC initiated holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd. The purchase prices were between $62.05 and $88.17, with an estimated average price of $76.77. The stock is now traded at around $66.070000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,621 shares as of 2021-03-31.
Added: Wayfair Inc (W)Mayflower Financial Advisors, LLC added to a holding in Wayfair Inc by 36.59%. The purchase prices were between $236.46 and $345.47, with an estimated average price of $295.04. The stock is now traded at around $307.770000. The impact to a portfolio due to this purchase was 2.04%. The holding were 162,730 shares as of 2021-03-31.
Added: Morgan Stanley (MS)Mayflower Financial Advisors, LLC added to a holding in Morgan Stanley by 356.14%. The purchase prices were between $67.05 and $84.34, with an estimated average price of $76.61. The stock is now traded at around $78.290000. The impact to a portfolio due to this purchase was 0.23%. The holding were 25,685 shares as of 2021-03-31.
Added: GLOBAL X FDS (BOTZ)Mayflower Financial Advisors, LLC added to a holding in GLOBAL X FDS by 39.10%. The purchase prices were between $31.53 and $36.46, with an estimated average price of $34.22. The stock is now traded at around $34.750000. The impact to a portfolio due to this purchase was 0.07%. The holding were 48,374 shares as of 2021-03-31.
Added: GLOBAL X FDS (FINX)Mayflower Financial Advisors, LLC added to a holding in GLOBAL X FDS by 178.51%. The purchase prices were between $43.18 and $52.53, with an estimated average price of $47.03. The stock is now traded at around $47.110000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,037 shares as of 2021-03-31.
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Mayflower Financial Advisors, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 20.84%. The purchase prices were between $82.07 and $82.92, with an estimated average price of $82.61. The stock is now traded at around $82.655000. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,708 shares as of 2021-03-31.
Added: Berkshire Hathaway Inc (BRK.B)Mayflower Financial Advisors, LLC added to a holding in Berkshire Hathaway Inc by 28.67%. The purchase prices were between $227.36 and $263.99, with an estimated average price of $242.84. The stock is now traded at around $269.510000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,370 shares as of 2021-03-31.
Sold Out: Eaton Vance Corp (EV)Mayflower Financial Advisors, LLC sold out a holding in Eaton Vance Corp. The sale prices were between $67.14 and $74.76, with an estimated average price of $71.13.
Sold Out: Biogen Inc (BIIB)Mayflower Financial Advisors, LLC sold out a holding in Biogen Inc. The sale prices were between $242.95 and $284.63, with an estimated average price of $269.82.
Sold Out: Vanguard Information Technology ETF (VGT)Mayflower Financial Advisors, LLC sold out a holding in Vanguard Information Technology ETF. The sale prices were between $338.8 and $379.93, with an estimated average price of $359.2.
Sold Out: Clorox Co (CLX)Mayflower Financial Advisors, LLC sold out a holding in Clorox Co. The sale prices were between $178.17 and $222.18, with an estimated average price of $192.39.
Sold Out: Axon Enterprise Inc (AXON)Mayflower Financial Advisors, LLC sold out a holding in Axon Enterprise Inc. The sale prices were between $116.85 and $203.51, with an estimated average price of $156.52.
Sold Out: Alexion Pharmaceuticals Inc (ALXN)Mayflower Financial Advisors, LLC sold out a holding in Alexion Pharmaceuticals Inc. The sale prices were between $148.19 and $161.75, with an estimated average price of $154.75.
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