Mayflower Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MF Mayflower Financial Advisors, LLC | Institutional Filer | ▼ 0.40% | $822.8M | 442 |
Current Portfolio Holdings
Showing all 442 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 57K | $37.4M | 4.55% |
| 2 | SPYM | SPDR SERIES TRUST | — | 375K | $28.7M | 3.49% |
| 3 | AAPL | Apple Inc. | Technology | 87K | $22.2M | 2.70% |
| 4 | MSFT | Microsoft Corporation | Technology | 44K | $16.3M | 1.99% |
| 5 | QUAL | ISHARES TR | — | 85K | $16.3M | 1.98% |
| 6 | SCHD | SCHWAB STRATEGIC TR | — | 531K | $16.3M | 1.98% |
| 7 | IVW | ISHARES TR | — | 127K | $14.3M | 1.74% |
| 8 | IVE | ISHARES TR | — | 63K | $13.3M | 1.61% |
| 9 | VTEB | VANGUARD MUN BD FDS | — | 250K | $12.5M | 1.52% |
| 10 | NVDA | NVIDIA Corporation | Technology | 70K | $12.2M | 1.49% |
| 11 | GOOGL | Alphabet Inc. | Technology | 42K | $12.2M | 1.48% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 19K | $12.0M | 1.46% |
| 13 | DYNF | BLACKROCK ETF TRUST | — | 199K | $11.6M | 1.41% |
| 14 | SCHZ | SCHWAB STRATEGIC TR | — | 465K | $10.8M | 1.31% |
| 15 | GOOG | Alphabet Inc. | Technology | 34K | $9.9M | 1.20% |
Showing 1 to 15 of 442 holdings