MF

Mayflower Financial Advisors, LLC

13F
Mayflower Financial Advisors, LLC
Last update 2024-11-04 370 Stocks (25 new)
Value $664.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(6.90%)KVYO(3.65%)AAPL(3.13%)SPLG(2.88%)MSFT(2.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mayflower Financial Advisors, ... Top Holdings of 2024-09-30 View Full List
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
79,514
45865.350
-30.11%
6.900
-2.57%
0.010
+11.40%
+21.33%
545905.122
 
KVYO 		Klaviyo Inc
684,948
24233.460
+181.35%
3.650
+2.35%
0.260
+69.58%
+41.07%
10450.905
Software
AAPL 		Apple Inc
89,338
20812.060
-2.10%
3.130
-0.06%
0.000
+6.90%
+16.50%
3377630.649
Hardware
SPLG 		SPDR Portfolio S&P 500 ETF
283,819
19160.450
-2.37%
2.880
-0.07%
0.040
+11.47%
+21.32%
48967.918
 
MSFT 		Microsoft Corp
43,050
18524.350
-0.49%
2.790
-0.02%
0.000
+4.32%
+10.02%
3059156.044
Software
QUAL 		iShares MSCI USA Quality Factor ETF
74,844
13418.610
+9.27%
2.020
+0.17%
0.030
+9.87%
+21.44%
49782.535
 
SPY 		S&P 500 ETF TRUST ETF
22,264
12774.010
-0.01%
1.920
0%
0.000
+11.47%
+21.33%
596470.496
 
IUSB 		iShares Core Total USD Bond Market ETF
253,787
11958.440
+30.93%
1.800
+0.43%
0.040
-1.55%
-0.52%
33290.824
 
IJH 		iShares Core S&P Mid-Cap ETF
180,604
11255.190
-3.37%
1.690
-0.06%
0.010
+10.08%
+13.84%
93198.127
 
IVW 		iShares S&P 500 Growth ETF
113,666
10883.540
-1.67%
1.640
-0.03%
0.020
+14.23%
+28.93%
53818.988
 

Mayflower Financial Advisors, LLC's Historical Top Holdings Breakdowns

Mayflower Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-2.57%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Reduce -30.11%
79,514
-34,261
KVYO 		Klaviyo Inc2024-09-30Add
+2.35%
●
22.17 ($28.98) 35.38
$39.19
35.23%
Add 181.35%
684,948
441,500
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.71%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 278.32%
225,318
55,254
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+0.69%
●
22.6 ($23.41) 23.93
$23.07
-1.45%
Add 116.88%
358,126
96,501
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+0.57%
●
51.72 ($55.22) 57.96
$55.90
1.23%
Add 148.36%
109,592
65,465
IUSB 		iShares Core Total USD Bond Market ETF2024-09-30Add
+0.43%
●
44.83 ($46.4) 47.42
$45.83
-1.23%
Add 30.93%
253,787
59,953
BND 		Vanguard Total Bond Market ETF2024-09-30Reduce
-0.36%
●
71.45 ($74) 75.64
$73.00
-1.35%
Reduce -28.59%
75,855
-30,363
BLK 		BlackRock Inc2024-09-30Reduce
-0.29%
●
782.27 ($865.46) 949.51
$1,014.35
17.20%
Reduce -99.6%
1,660
-414,316
VGLT 		Vanguard Long-Term Government Bond ETF2024-09-30New Buy
+0.24%
●
56.52 ($60.42) 63.23
$58.20
-3.67%
New holding
25,686
25,686
BAC 		Bank of America Corp2024-09-30Reduce
-0.22%
●
36.65 ($40.08) 44.13
$41.88
4.49%
Reduce -81.04%
56,013
-239,460

Mayflower Financial Advisors, LLC Total Holding History ($B)

To

Mayflower Financial Advisors, LLC's Asset Allocation

To

Mayflower Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mayflower Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

Mayflower Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Mayflower Financial Advisors, LLC's Holdings Heat Map

Size field:

Mayflower Financial Advisors, LLC's Holdings Bubble Chart

Mayflower Financial Advisors, LLC News

  • 1

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