Mayflower Financial Advisors, LLC Portfolio Holdings
Q3 2025•401 long positions•$788.7M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding410 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $38.0M 4.81% | -$1.6M Sold | — 56.7K shares | 59.1K → 56.7K −$1.6M | -3.96% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $25.1M 3.18% | +$926.4K Bought | — 320.0K shares | 308.2K → 320.0K +$926.4K | +3.84% | — — | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $23.1M 2.93% | +$1.1M Bought | 0.001% 44.6K shares | 42.3K → 44.6K +$1.1M | +5.22% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $22.3M 2.82% | +$202.4K Bought | 0.001% 87.4K shares | 86.6K → 87.4K +$202.4K | +0.92% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $20.3M 2.58% | -$2.0M Sold | — 104.6K shares | 114.9K → 104.6K −$2.0M | -8.95% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $14.5M 1.84% | +$2.6K Bought | 0.125% 162.5K shares | 162.5K → 162.5K +$2.6K | +0.02% | $11.6B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $14.2M 1.8% | +$645.5K Bought | — 117.5K shares | 112.2K → 117.5K +$645.5K | +4.77% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.2M 1.68% | +$2.5M Bought | — 223.6K shares | 180.8K → 223.6K +$2.5M | +23.68% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.9M 1.63% | +$1.7M Bought | — 472.3K shares | 409.8K → 472.3K +$1.7M | +15.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.8M 1.63% | -$406.4K Sold | — 19.3K shares | 19.9K → 19.3K −$406.4K | -3.07% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $12.5M 1.59% | -$1.9K Sold | 0.0% 67.1K shares | 67.1K → 67.1K −$1.9K | -0.01% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.6M 1.48% | +$2.7M Bought | — 232.4K shares | 179.5K → 232.4K +$2.7M | +29.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.6M 1.35% | +$533.5K Bought | — 453.7K shares | 431.0K → 453.7K +$533.5K | +5.27% | — — | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $10.1M 1.28% | -$362.0K Sold | 0.001% 20.1K shares | 20.8K → 20.1K −$362.0K | -3.47% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.9M 1.25% | +$511.5K Bought | — 47.8K shares | 45.3K → 47.8K +$511.5K | +5.47% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.5M 1.21% | -$975.2K Sold | — 144.7K shares | 159.5K → 144.7K −$975.2K | -9.27% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $9.4M 1.19% | -$30.6K Sold | 0.0% 38.6K shares | 38.7K → 38.6K −$30.6K | -0.33% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.7M 1.11% | -$2.1M Sold | — 128.7K shares | 159.3K → 128.7K −$2.1M | -19.22% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.7M 1.1% | +$4.8M Bought | — 151.2K shares | 67.1K → 151.2K +$4.8M | +125.43% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $8.3M 1.06% | +$132.0K Bought | 0.0% 34.3K shares | 33.7K → 34.3K +$132.0K | +1.61% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.0M 1.02% | -$1.2M Sold | — 172.0K shares | 198.5K → 172.0K −$1.2M | -13.37% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $8.0M 1.01% | +$434.5K Bought | 0.0% 36.2K shares | 34.3K → 36.2K +$434.5K | +5.78% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.5M 0.957% | -$314.0K Sold | — 115.7K shares | 120.5K → 115.7K −$314.0K | -3.99% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $7.5M 0.955% | +$237.2K Bought | 0.0% 22.8K shares | 22.1K → 22.8K +$237.2K | +3.25% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.1M 0.905% | -$200.1K Sold | — 75.0K shares | 77.1K → 75.0K −$200.1K | -2.73% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.1M 0.902% | +$130.9K Bought | — 81.5K shares | 80.0K → 81.5K +$130.9K | +1.87% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $6.5M 0.819% | — | 0.078% 233.2K shares | — | — | $8.3B Mid Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.3M 0.797% | -$153.9K Sold | — 52.9K shares | 54.2K → 52.9K −$153.9K | -2.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.3M 0.794% | +$1.1M Bought | — 134.3K shares | 109.7K → 134.3K +$1.1M | +22.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.2M 0.786% | +$505.2K Bought | — 10.1K shares | 9.3K → 10.1K +$505.2K | +8.88% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 0.775% | -$237.3K Sold | — 18.6K shares | 19.3K → 18.6K −$237.3K | -3.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 0.768% | +$392.6K Bought | — 81.4K shares | 76.2K → 81.4K +$392.6K | +6.93% | — — | Q4 2020 Held for 4y 11m | |
Financial - Capital Markets Financial Services | $5.9M 0.751% | -$168.3K Sold | 0.002% 37.3K shares | 38.3K → 37.3K −$168.3K | -2.76% | $253.75B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.8M 0.731% | -$178.4K Sold | — 96.2K shares | 99.2K → 96.2K −$178.4K | -3.0% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $5.7M 0.728% | +$87.7K Bought | 0.001% 18.2K shares | 17.9K → 18.2K +$87.7K | +1.55% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 0.709% | -$125.5K Sold | — 16.8K shares | 17.2K → 16.8K −$125.5K | -2.19% | — — | Q1 2022 Held for 3y 8m | |
Tobacco Consumer Defensive | $5.5M 0.698% | +$284.1K Bought | 0.005% 83.3K shares | 79.0K → 83.3K +$284.1K | +5.44% | $110.97B Large Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $5.3M 0.676% | +$84.5K Bought | 0.0% 7.3K shares | 7.1K → 7.3K +$84.5K | +1.61% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $5.3M 0.667% | -$66.5K Sold | — 14.8K shares | 15.0K → 14.8K −$66.5K | -1.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.2M 0.659% | -$182.4K Sold | — 8.7K shares | 9.0K → 8.7K −$182.4K | -3.39% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $4.8M 0.605% | +$174.5K Bought | — 126.1K shares | 121.5K → 126.1K +$174.5K | +3.79% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.5M 0.575% | +$423.4K Bought | — 47.7K shares | 43.2K → 47.7K +$423.4K | +10.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.568% | -$985.6K Sold | — 42.1K shares | 51.3K → 42.1K −$985.6K | -18.04% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $4.5M 0.566% | -$130.1K Sold | 0.001% 24.5K shares | 25.2K → 24.5K −$130.1K | -2.83% | $432.76B Mega Cap | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $4.5M 0.566% | +$1.3M Bought | — 20.7K shares | 14.6K → 20.7K +$1.3M | +41.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.4M 0.561% | +$552.0K Bought | — 77.4K shares | 67.8K → 77.4K +$552.0K | +14.25% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.4M 0.561% | +$790.5K Bought | 0.001% 19.1K shares | 15.7K → 19.1K +$790.5K | +21.77% | $409.03B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 0.541% | -$112.4K Sold | — 39.9K shares | 41.0K → 39.9K −$112.4K | -2.57% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 0.539% | +$70.3K Bought | — 30.9K shares | 30.4K → 30.9K +$70.3K | +1.68% | — — | Q4 2020 Held for 4y 11m | |
Paper, Lumber & Forest Products Basic Materials | $4.2M 0.538% | -$29.1K Sold | 0.686% 375.2K shares | 377.8K → 375.2K −$29.1K | -0.68% | $618.3M Small Cap | Q4 2021 Held for 3y 11m |
