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CIK: 0001852930
Total reported value
$1.2B
$1.2B
356 檔
10.4%
According to the latest 13F quarterly dataset, Mayflower Financial Advisors, LLC managed an equity portfolio of $1.2B at the end of Q2 2024, spanning 356 distinct U.S. exchange-listed positions.
During Q2 2024, Mayflower Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.53% | -0.87% | -3.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.53% | -1.47% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.05% | +0.13% | -4.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.00% | -0.60% | -5.65% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | -0.28% | -0.24% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.92% | -0.82% | +9.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | -0.22% | -2.22% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.76% | -0.07% | +40.54% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.44% | +0.20% | -1.91% | |
| 10 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.41% | -0.02% | +0.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.30% | +0.31% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.28% | +913.26% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.26% | -0.24% | -17.81% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.24% | -0.28% | +30.95% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.18% | -0.17% | -0.55% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -0.21% | +0.52% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.12% | -0.23% | -6.01% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.07% | -0.23% | +22.76% | |
| 19 | KVYO | Klaviyo Inc-a | Stock-Other | 0.99% | -0.24% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | -0.14% | -6.43% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.15% | +0.56% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.22% | +0.08% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.96% | -0.04% | +59.57% | |
| 24 | MATV | Mativ Holdings Inc | Stock-Other | 0.95% | -0.15% | +0.06% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.15% | -0.79% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.21% | +3.90% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.16% | +7.67% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | -0.10% | -1.23% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | -0.11% | +29.59% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.82% | +0.01% | -2.59% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.50% | +8.94% | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.16% | -5.27% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.38% | +6.52% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.77% | -0.02% | -0.22% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.41% | -0.81% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.14% | +2.31% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | +1.37% | -2.52% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.11% | -4.89% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.62% | -0.06% | -1.46% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.44% | EXIT | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | -0.04% | +4.68% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.15% | +1.60% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | -0.11% | -0.03% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | -0.15% | +20.80% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.06% | -2.73% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.48% | -11.39% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.07% | -5.14% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.91% | +1.85% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.09% | -1.49% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.08% | -0.16% |
According to official SEC Form 13F filings, Mayflower Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 356 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, SPYM) accounted for 10.4% of total reported equity market value during Q2 2024.
During Q2 2024, Mayflower Financial Advisors, LLC's top holdings by market value included IVV (8.5%)、MSFT (3.2%)、SPYM (3.0%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q2 2024, Mayflower Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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