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CIK: 0001852930
Total reported value
$1.2B
$1.2B
372 檔
11.1%
During the Q3 2024 filing period, Mayflower Financial Advisors, LLC (CIK: 0001852930) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 372 reported positions.
Mayflower Financial Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 3 holdings and trimming 22 positions.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.90% | -0.87% | -30.11% | |
| 2 | KVYO | Klaviyo Inc-a | Stock-Other | 3.65% | -0.24% | +181.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.60% | -2.10% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | +0.13% | -2.37% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.53% | -0.49% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.02% | -0.82% | +9.27% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | -0.28% | -0.01% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.80% | +0.20% | +30.93% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | -0.22% | -3.37% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.64% | -0.07% | -1.67% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.30% | +0.43% | |
| 12 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.37% | -0.02% | -0.03% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.28% | -0.28% | +8.44% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.28% | +0.99% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.14% | -0.23% | +10.08% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.11% | -0.17% | +0.75% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.08% | -0.23% | -3.37% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | -0.22% | +0.31% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | -0.14% | -2.53% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.21% | -0.87% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.41% | +26.11% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.95% | -0.51% | +148.36% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | -0.04% | -3.25% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.15% | -1.96% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | -0.21% | -0.23% | |
| 26 | MATV | Mativ Holdings Inc | Stock-Other | 0.87% | -0.15% | -0.06% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.86% | -0.24% | -28.59% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.50% | +5.66% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.83% | -0.10% | -1.91% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.15% | -9.62% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.79% | +0.01% | +1.19% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.74% | -0.38% | +0.10% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.16% | -0.48% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.16% | -1.06% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.72% | -0.02% | -0.13% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | -0.11% | -15.29% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.14% | +843.56% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | +1.37% | +1.20% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.48% | +25.42% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.11% | +1.37% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.61% | -0.06% | +0.29% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.15% | -0.48% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.57% | -0.01% | +43.97% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.56% | -0.15% | +8.55% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | -0.04% | -0.14% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.44% | EXIT | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.53% | -0.11% | -3.83% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | +0.91% | +0.39% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.07% | +0.29% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.07% | -0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KVYO | Klaviyo Inc-a | +2.7% | +181.35% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.6% | +148.36% | Add |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +30.93% | Add |
| 4 | VGLT | Vanguard Long-term Treasury | +0.2% | NEW | New buy |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +26.11% | Add |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | +463.38% | Add |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +43.97% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -2.10% | Trim |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +58.21% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +25.42% | Add |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +9.27% | Add |
| 12 | TD | Toronto-dominion Bank | +0.1% | NEW | New buy |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +10.08% | Add |
| 14 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +83.69% | Add |
| 15 | HACK | Amplify Cybersecurity ETF | +0.1% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.43% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | -81.04% | Trim |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.1% | NEW | New buy |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 20 | IEV | Ishares Europe ETF | +0.1% | +30.92% | Add |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +8.44% | Add |
| 22 | IVE | Ishares S&p 500 Value ETF | 0% | +5.66% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | -1.15% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | +1.38% | Add |
| 25 | UNH | Unitedhealth Group Inc | 0% | +1.52% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | -0.48% | Trim |
| 27 | MBB | Ishares Mbs ETF | 0% | +8.55% | Add |
| 28 | MO | Altria Group Inc | 0% | +0.39% | Add |
| 29 | ABBV | Abbvie Inc | 0% | -1.38% | Trim |
| 30 | GLD | Spdr Gold Shares | 0% | -0.19% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.31% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | -2.53% | Trim |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | -0.23% | Trim |
| 34 | W | Wayfair Inc- Class A | 0% | -0.03% | Trim |
| 35 | USMV | Ishares Msci USA Min Vol Fac | 0% | -3.37% | Trim |
| 36 | MAR | Marriott International -cl A | -0.1% | EXIT | Sold out |
| 37 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | Sold out |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.01% | Trim |
| 39 | RIO | Rio Tinto Plc-spon Adr | -0.1% | -53.13% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -4.79% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -3.37% | Trim |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -99.80% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.2% | -1.06% | Trim |
| 44 | IEMG | Ishares Core Msci Emerging | -0.2% | -15.29% | Trim |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | EXIT | Sold out |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -2.37% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.87% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | -0.49% | Trim |
| 49 | BND | Vanguard Total Bond Market | -0.4% | -28.59% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.6% | -30.11% | Trim |
According to official SEC Form 13F filings, Mayflower Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 372 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, KVYO, AAPL) accounted for 11.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
VGLT
市值: $1.6M
Top Position Liquidated / Trimmed
HEFA
前期市值: $1.1M
During Q3 2024, Mayflower Financial Advisors, LLC's top holdings by market value included IVV (6.9%)、KVYO (3.6%)、AAPL (3.1%). The largest single position, IVV, represented 6.9% of total portfolio value.
In Q3 2024, Mayflower Financial Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 3 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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