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CIK: 0001852930
Total reported value
$1.2B
$1.2B
390 檔
10.3%
In Q2 2025, Mayflower Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 390 disclosed stock positions.
In Q2 2025, Mayflower Financial Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 390 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.10% | -0.87% | -15.25% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.13% | -9.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.53% | -0.35% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.92% | -0.82% | +24.60% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.60% | +0.07% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | -0.07% | -4.18% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.28% | -10.43% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.51% | -0.41% | +48.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | -0.28% | +2.10% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.41% | -0.51% | +48.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.30% | +0.86% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.39% | -0.28% | +2.49% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.37% | -0.23% | +9.54% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | -0.11% | +55.64% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.28% | +0.20% | -12.02% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | -0.50% | +17.81% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.38% | +65.31% | |
| 18 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.16% | -0.02% | -0.00% | |
| 19 | KVYO | Klaviyo Inc-a | Stock-Other | 1.09% | -0.24% | -45.96% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.15% | +0.94% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | -0.22% | -33.15% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.01% | -0.23% | -1.25% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.21% | -4.51% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.22% | -1.20% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | -0.14% | -1.08% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | -0.16% | +8.25% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | -0.14% | +0.91% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.15% | -0.36% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.21% | -4.20% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -0.24% | +1.88% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.75% | -0.06% | +0.20% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | -0.17% | -20.35% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.48% | +2.90% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.15% | +0.31% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.73% | +0.01% | -15.30% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.11% | -3.82% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.71% | -0.10% | -5.16% | |
| 38 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.70% | -0.37% | +100.33% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | -0.04% | -4.90% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | -0.04% | +1.97% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.64% | +0.91% | +5.54% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.07% | -1.54% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.08% | +4.74% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.61% | -0.16% | -7.42% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.60% | -0.25% | +1190.73% | |
| 46 | AMLP | Alerian Mlp ETF | ETF-Other | 0.58% | -0.16% | +13.54% | |
| 47 | MBB | Ishares Mbs ETF | ETF-Other | 0.56% | -0.15% | +15.15% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.44% | EXIT | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.54% | -0.11% | +1.58% | |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.53% | -0.33% | +15.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | THRO | Ishares U.s. Thematic Rotati | +0.6% | +1190.73% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.5% | +24.60% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | -0.35% | Trim |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.5% | NEW | New buy |
| 5 | IEMG | Ishares Core Msci Emerging | +0.5% | +55.64% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +48.27% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +2.10% | Add |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +65.31% | Add |
| 9 | IAGG | Ishares Intl Aggregate Bond | +0.4% | NEW | New buy |
| 10 | W | Wayfair Inc- Class A | +0.4% | -0.00% | Trim |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +48.42% | Add |
| 12 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.3% | +100.33% | Add |
| 13 | AVGO | Broadcom Inc | +0.3% | -1.08% | Trim |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +91.20% | Add |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | NEW | New buy |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +9.54% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.61% | Trim |
| 18 | IVE | Ishares S&p 500 Value ETF | +0.1% | +17.81% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.31% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +17.47% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +8.25% | Add |
| 22 | IYW | Ishares Ustechnology ETF | +0.1% | +1.97% | Add |
| 23 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -4.18% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.94% | Add |
| 25 | MS | Morgan Stanley | +0.1% | +0.20% | Add |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +11.55% | Add |
| 27 | IVLU | Ishares Msci International V | +0.1% | +33.37% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | -3.95% | Trim |
| 29 | GEV | GE Vernova Inc | +0.1% | -4.09% | Trim |
| 30 | BKNG | Booking Holdings Inc | +0.1% | +0.21% | Add |
| 31 | TSLA | Tesla Inc | +0.1% | +10.25% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +2.90% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -3.82% | Trim |
| 34 | MBB | Ishares Mbs ETF | 0% | +15.15% | Add |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +15.12% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.36% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | -1.20% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | — | -4.51% | Trim |
| 39 | BMY | Bristol-myers Squibb Co | -0.1% | -47.04% | Trim |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -64.83% | Trim |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | EXIT | Sold out |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.86% | Add |
| 43 | MUB | Ishares National Muni Bond E | -0.3% | -20.35% | Trim |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -12.02% | Trim |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.3% | -49.21% | Trim |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -79.94% | Trim |
| 47 | AAPL | Apple Inc | -0.5% | +0.07% | Add |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -33.15% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.9% | -15.25% | Trim |
| 50 | KVYO | Klaviyo Inc-a | -0.9% | -45.96% | 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 390 disclosed positions in Q2 2025.
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, SPYM, MSFT) accounted for 10.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPMD
市值: $3.7M
Top Position Liquidated / Trimmed
HEFA
前期市值: $1.3M
During Q2 2025, Mayflower Financial Advisors, LLC's top holdings by market value included IVV (5.1%)、SPYM (3.1%)、MSFT (2.9%). The largest single position, IVV, represented 5.1% of total portfolio value.
In Q2 2025, Mayflower Financial Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 1 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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