Mayflower Financial Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Mayflower Financial Advisors, LLC reported 355 stock positions worth $598.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.1%) and Microsoft (MSFT, 3.1%). Compared with Q4 2023, it opened 29 new positions, sold out of 17, added to 139 and reduced 153. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +0%) and the biggest sale McDonald's (MCD, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $598.2M (Q1 2024)
- SEC Filing
- 0001951757-24-000406 ↗ filed Apr 29, 2024
Holdings Value
Holdings 355 stocks · $598.2M
| IVV iShares Core S&P 500 ETF | 8.66% | 117,344 | $51.8M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.14% | 304,839 | $18.8M | Reduce -15.1% |
| MSFT Microsoft Corp. | 3.09% | 43,906 | $18.5M | Add +0.1% |
| AAPL Apple Inc. | 2.64% | 96,721 | $15.8M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 22,321 | $11.7M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 1.94% | 191,155 | $11.6M | Reduce -4.7% |
| W Wayfair Inc. Class A | 1.84% | 162,519 | $11.0M | No change |
| QUAL iShares MSCI USA Quality Fac | 1.72% | 62,568 | $10.3M | Add +18.1% |
| BND Vanguard Total Bond Market | 1.57% | 129,237 | $9.4M | Add +8.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.51% | 197,609 | $9.0M | Add +65.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.44% | 20,513 | $8.6M | Add +1.1% |
| MUB iShares National Muni Bond E | 1.22% | 67,591 | $7.3M | Add +5.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.21% | 86,409 | $7.2M | Reduce -12.6% |
| IVW iShares S&P 500 Growth ETF | 1.16% | 82,254 | $6.9M | Add +48.7% |
| IJR iShares Core S&P Small-Cap E | 1.12% | 60,461 | $6.7M | Reduce -4.8% |
| MATV Mativ Holdings Inc. | 1.07% | 340,100 | $6.4M | Add +8.8% |
| KVYO Klaviyo Inc. Class A | 1.04% | 243,448 | $6.2M | New |
| IEFA iShares Core MSCI Eafe ETF | 1.02% | 82,522 | $6.1M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.98% | 38,765 | $5.9M | Reduce -13.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.97% | 126,094 | $5.8M | Add +3.9% |
| NVDA Nvidia Corp. | 0.95% | 6,275 | $5.7M | Reduce -39.6% |
| AMZN Amazon.com Inc. | 0.93% | 31,989 | $5.6M | Reduce -83.6% |
| MDY State Street SPDR S&P Midcap | 0.93% | 10,005 | $5.6M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 20,818 | $5.4M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 105,589 | $5.3M | Reduce -1.8% |
| SUB iShares Short-Term National | 0.85% | 48,749 | $5.1M | Reduce -2.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.84% | 113,606 | $5.0M | New |
| SCHD Schwab US DVD Equity ETF | 0.81% | 60,041 | $4.8M | Reduce -8.9% |
| OEF iShares S&P 100 ETF | 0.80% | 19,349 | $4.8M | Reduce -21.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.79% | 102,258 | $4.8M | Reduce -0.1% |
| IVE iShares S&P 500 Value ETF | 0.77% | 24,531 | $4.6M | Add +342.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.76% | 89,843 | $4.5M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.72% | 36,890 | $4.3M | Reduce -78.2% |
| HON Honeywell International Inc. | 0.70% | 20,342 | $4.2M | Add +2.8% |
| GOOG Alphabet Inc. Class C | 0.69% | 27,073 | $4.1M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 0.67% | 20,102 | $4.0M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.65% | 75,279 | $3.9M | Reduce -13.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.62% | 35,877 | $3.7M | Add +13.3% |
| MS Morgan Stanley | 0.62% | 39,500 | $3.7M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.60% | 27,125 | $3.6M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.58% | 2,639 | $3.5M | Reduce -6.8% |
| IWM iShares Russell 2000 ETF | 0.57% | 16,156 | $3.4M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 0.57% | 7,049 | $3.4M | Reduce -15.1% |
| VT Vanguard Tot World STK ETF | 0.56% | 30,518 | $3.4M | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.56% | 61,658 | $3.4M | Reduce -23.0% |
| META Meta Platforms Inc. Class A | 0.55% | 6,741 | $3.3M | Reduce -18.7% |
| IYW iShares Ustechnology ETF | 0.53% | 23,551 | $3.2M | Add +9.6% |
| V Visa Inc. Class A | 0.53% | 11,296 | $3.2M | Add +3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 12,537 | $3.1M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 16,477 | $3.0M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.49% | 16,252 | $3.0M | Reduce -82.8% |
| JNJ Johnson & Johnson | 0.49% | 18,442 | $2.9M | Reduce -5.6% |
| PG The Procter & Gamble Co. | 0.48% | 17,824 | $2.9M | Reduce -86.5% |
| MO Altria Group Inc. | 0.48% | 65,794 | $2.9M | Reduce -72.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 48,837 | $2.9M | Add +0.0% |
| HDV iShares Core High Dividend E | 0.48% | 25,943 | $2.9M | Reduce -1.7% |
| GLD SPDR Gold Shares | 0.47% | 13,712 | $2.8M | Reduce -0.2% |
| MBB iShares MBS ETF | 0.46% | 29,809 | $2.8M | Add +13.5% |
| AMLP Alerian MLP ETF | 0.45% | 56,228 | $2.7M | Add +14.9% |
| CVX Chevron Corp. | 0.44% | 16,703 | $2.6M | Reduce -81.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 15,764 | $2.6M | Add +2.8% |
| ESGU iShares ESG Aware MSCI USA | 0.42% | 43,117 | $2.5M | Reduce -20.3% |
| LLY Eli Lilly & Co. | 0.39% | 3,032 | $2.4M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.39% | 13,328 | $2.3M | Reduce -71.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 5,186 | $2.3M | Add +7.6% |
| ITOT iShares Core S&P Total U.S. | 0.37% | 19,260 | $2.2M | Reduce -2.3% |
| TLT iShares 20+ Year Treasury BD | 0.36% | 23,034 | $2.2M | Reduce -6.0% |
| HD Home Depot Inc. | 0.36% | 5,566 | $2.1M | Reduce -0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.35% | 36,860 | $2.1M | Add +104.2% |
| UNH Unitedhealth Group Inc. | 0.34% | 4,123 | $2.0M | Add +4.0% |
| MINT PIMCO Enhanced Short Maturit | 0.34% | 19,930 | $2.0M | Reduce -0.5% |
| AMT American Tower Corp. | 0.33% | 10,120 | $2.0M | Reduce -1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 87,164 | $2.0M | Add +2.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.33% | 36,538 | $2.0M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.33% | 17,143 | $1.9M | Add +1.7% |
| DVY iShares Select Dividend ETF | 0.32% | 15,762 | $1.9M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.32% | 4,006 | $1.9M | Add +1.0% |
| KO The Coca-Cola Co. | 0.32% | 31,411 | $1.9M | Add +0.1% |
| SCCO Southern Copper Corp. | 0.32% | 17,749 | $1.9M | Reduce -6.0% |
| EFA iShares MSCI Eafe ETF | 0.31% | 23,313 | $1.9M | Reduce -2.0% |
| BLK BlackRock Finance Inc. | 0.31% | 416,014 | $1.8M | Add +24171.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 298,386 | $1.7M | Reduce -0.1% |
| BKNG Booking Holdings Inc. | 0.28% | 467 | $1.7M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,875 | $1.7M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.28% | 33,389 | $1.7M | Reduce -1.1% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 20,096 | $1.6M | Add +5.1% |
| IVLU iShares MSCI International V | 0.26% | 56,109 | $1.6M | Reduce -5.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.26% | 27,690 | $1.6M | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 15,329 | $1.6M | Add +4.9% |
| RTX RTX Corp. | 0.26% | 15,727 | $1.5M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.26% | 3,365 | $1.5M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.26% | 25,347 | $1.5M | Add +1.5% |
| CAT Caterpillar Inc. | 0.25% | 4,126 | $1.5M | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 25,960 | $1.5M | Add +44.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 7,804 | $1.5M | Reduce -79.4% |
| IWB iShares Russell 1000 ETF | 0.24% | 5,005 | $1.4M | Reduce -16.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.24% | 40,913 | $1.4M | New |
| COST Costco Wholesale Corp. | 0.23% | 1,888 | $1.4M | Add +2.2% |
| EVCM Evercommerce Inc. | 0.23% | 145,729 | $1.4M | No change |
| BIV Vanguard Intermediate-Term B | 0.23% | 17,888 | $1.3M | Add +14.7% |
Portfolio Sells Q4 2023 → Q1 2024
| MCD McDonald's Corp. | Reduce -95.8% | 0.22% | −4.25 |
| DUK Duke Energy Corp. | Reduce -97.5% | 0.12% | −3.72 |
| PG The Procter & Gamble Co. | Reduce -86.5% | 0.48% | −2.19 |
| UPS United Parcel Service Class B | Reduce -92.9% | 0.15% | −1.71 |
| XOM Exxon Mobil Corp. | Reduce -78.2% | 0.72% | −1.62 |
| ABBV Abbvie Inc. | Reduce -82.8% | 0.49% | −1.53 |
| BMY Bristol-Myers Squibb Co. | Reduce -95.6% | 0.09% | −1.43 |
| CVX Chevron Corp. | Reduce -81.3% | 0.44% | −1.40 |
| NEE Nextera Energy Inc. | Reduce -89.0% | 0.16% | −0.97 |
| SO The Southern Co. | Reduce -96.9% | 0.04% | −0.96 |
| MO Altria Group Inc. | Reduce -72.8% | 0.48% | −0.87 |
| PEP Pepsico Inc. | Reduce -71.4% | 0.39% | −0.70 |
| IBM Intl Business Machines Corp. | Reduce -79.4% | 0.25% | −0.61 |
| VZ Verizon Communications Inc. | Reduce -79.4% | 0.21% | −0.55 |
| MMM 3M Co. | Reduce -86.3% | 0.08% | −0.43 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.25 |
| T AT&T Inc. | Reduce -72.4% | 0.12% | −0.22 |
| TSLA Tesla Inc. | Reduce -54.5% | 0.12% | −0.18 |
| ED Consolidated Edison Inc. | Reduce -80.9% | 0.05% | −0.18 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.14 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.09 |
| SCHP Schwab U.S. Tips ETF | Reduce -73.5% | 0.04% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -49.2% | 0.12% | −0.08 |
| TIP iShares Tips Bond ETF | Reduce -7.8% | 0.10% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -20.3% | 0.42% | −0.06 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.05 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -60.3% | 0.04% | −0.05 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.04 |
| PLUM ACQUISITION CORP III | Sold out | 0.00% | −0.04 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Reduce -19.6% | 0.16% | −0.03 |
| EMGF iShares Emerging Markets Equ | Reduce -51.0% | 0.06% | −0.03 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.03 |
| AGGM iShares 1-10 Year U.S. Aggre | Sold out | 0.00% | −0.03 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -28.1% | 0.14% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -23.0% | 0.56% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -28.8% | 0.07% | −0.01 |
| LILAK Liberty Latin Americ Class C | Sold out | 0.00% | −0.01 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.1% | 0.15% | −0.01 |
| HCI GROUP INC (HCI 4.25 03/01/37) | Sold out | 0.00% | −0.00 |
| IYE iShares U.S. Energy ETF | Reduce -30.2% | 0.07% | −0.00 |
| GREENBRIER COS INC (GBX 2.875 02/01/24) | Sold out | 0.00% | −0.00 |
| INOVIO PHARMACEUTICALS INC | Sold out | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -22.6% | 0.04% | −0.00 |
| ARES CAPITAL CORP (ARCC 4.625 03/01/24) | Sold out | 0.00% | −0.00 |
| AWK American Water Works Co. Inc. | Reduce -10.2% | 0.05% | +0.00 |
| BROOKLINE BANCORP INC | Reduce -7.0% | 0.02% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +0.1% | 8.66% | +2.17 |
| KVYO Klaviyo Inc. Class A | New | 1.04% | +1.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.84% | +0.84 |
| MSFT Microsoft Corp. | Add +0.1% | 3.09% | +0.81 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +65.9% | 1.51% | +0.75 |
| QUAL iShares MSCI USA Quality Fac | Add +18.1% | 1.72% | +0.64 |
| IVE iShares S&P 500 Value ETF | Add +342.5% | 0.77% | +0.63 |
| IVW iShares S&P 500 Growth ETF | Add +48.7% | 1.16% | +0.59 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.44% | +0.44 |
| MATV Mativ Holdings Inc. | Add +8.8% | 1.07% | +0.41 |
| BND Vanguard Total Bond Market | Add +8.8% | 1.57% | +0.36 |
| MUB iShares National Muni Bond E | Add +5.6% | 1.22% | +0.26 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.24% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.90% | +0.22 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +104.2% | 0.35% | +0.22 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.21% | +0.21 |
| EFG iShares MSCI Eafe Growth ETF | Add +13.3% | 0.62% | +0.20 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.9% | 0.97% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.69% | +0.18 |
| IYW iShares Ustechnology ETF | Add +9.6% | 0.53% | +0.17 |
| AMLP Alerian MLP ETF | Add +14.9% | 0.45% | +0.16 |
| V Visa Inc. Class A | Add +3.7% | 0.53% | +0.14 |
| CGDG Cap Group Dividend Growers | Add +214.4% | 0.17% | +0.13 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.56% | +0.13 |
| HON Honeywell International Inc. | Add +2.8% | 0.70% | +0.12 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.57% | +0.12 |
| MBB iShares MBS ETF | Add +13.5% | 0.46% | +0.12 |
| CGUS Cap Group Core Equity | Add +282.1% | 0.15% | +0.12 |
| BLK BlackRock Finance Inc. | Add +24171.5% | 0.31% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +44.4% | 0.25% | +0.11 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.11% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.8% | 0.43% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.6% | 0.39% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.48% | +0.10 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.32% | +0.09 |
| EW Edwards Lifesciences Corp. | New | 0.09% | +0.09 |
| CAT Caterpillar Inc. | Add +1.9% | 0.25% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.2% | 0.33% | +0.08 |
| IXC iShares Global Energy ETF | Add +70.2% | 0.13% | +0.07 |
| CGDV Cap Group Dividend Value | New | 0.07% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +1.9% | 0.28% | +0.07 |
| TJX TJX Companies Inc. | Add +4.9% | 0.26% | +0.07 |
| ABT Abbott Laboratories | Add +1.7% | 0.33% | +0.07 |
| DVY iShares Select Dividend ETF | Add +0.0% | 0.32% | +0.07 |
| SYK Stryker Corp. | Add +9.8% | 0.18% | +0.07 |
| KO The Coca-Cola Co. | Add +0.1% | 0.32% | +0.07 |
| DIS The Walt Disney Co. | Add +0.2% | 0.17% | +0.07 |
| COST Costco Wholesale Corp. | Add +2.2% | 0.23% | +0.06 |
| ETN Eaton Corp. PLC | Add +1.2% | 0.17% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +14.7% | 0.23% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 498 | $1.2B | IVV, SPYM, DUK, MCD, ABBV |
| Q1 2026 | 442 | $822.8M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q4 2025 | 413 | $826.1M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q3 2025 | 405 | $795.7M | IVV, SPYM, MSFT, AAPL, QUAL |
| Q2 2025 | 388 | $718.0M | IVV, SPYM, MSFT, QUAL, AAPL |
| Q1 2025 | 385 | $657.5M | IVV, SPYM, AAPL, MSFT, QUAL |
| Q4 2024 | 379 | $668.8M | IVV, SPYM, AAPL, MSFT, KVYO |
| Q3 2024 | 370 | $663.4M | IVV, KVYO, AAPL, SPYM, MSFT |
| Q2 2024 | 354 | $608.0M | IVV, MSFT, SPYM, AAPL, SPY |
| Q1 2024 | 355 | $598.2M | IVV, SPYM, MSFT, AAPL, SPY |