Mayflower Financial Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Mayflower Financial Advisors, LLC reported 354 stock positions worth $608.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 3.1%). Compared with Q1 2024, it opened 16 new positions, sold out of 18, added to 146 and reduced 156. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +41%) and the biggest sale Vanguard Total Bond Market (BND, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $608.0M (Q2 2024)
- SEC Filing
- 0001951757-24-000643 ↗ filed Aug 2, 2024
Holdings Value
Holdings 354 stocks · $608.0M
| IVV iShares Core S&P 500 ETF | 8.55% | 113,775 | $52.0M | Reduce -3.0% |
| MSFT Microsoft Corp. | 3.18% | 43,262 | $19.3M | Reduce -1.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.06% | 290,706 | $18.6M | Reduce -4.6% |
| AAPL Apple Inc. | 3.00% | 91,254 | $18.2M | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 22,267 | $12.1M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 68,494 | $11.7M | Add +9.5% |
| IJH iShares Core S&P Midcap ETF | 1.80% | 186,902 | $10.9M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 1.76% | 115,602 | $10.7M | Add +40.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.44% | 193,834 | $8.8M | Reduce -1.9% |
| W Wayfair Inc. Class A | 1.41% | 162,548 | $8.6M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 20,577 | $8.4M | Add +0.3% |
| NVDA Nvidia Corp. | 1.29% | 63,582 | $7.9M | Add +1.3% |
| BND Vanguard Total Bond Market | 1.26% | 106,218 | $7.7M | Reduce -17.8% |
| SCHZ Schwab US Aggregate Bond ETF | 1.24% | 165,124 | $7.5M | Add +30.9% |
| MUB iShares National Muni Bond E | 1.18% | 67,222 | $7.2M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.17% | 38,965 | $7.1M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 1.12% | 81,217 | $6.8M | Reduce -6.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.08% | 139,466 | $6.5M | Add +22.8% |
| KVYO Klaviyo Inc. Class A | 1.00% | 243,448 | $6.1M | No change |
| IJR iShares Core S&P Small-Cap E | 0.99% | 56,575 | $6.0M | Reduce -6.4% |
| AMZN Amazon.com Inc. | 0.99% | 32,168 | $6.0M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.99% | 82,590 | $6.0M | Add +0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.96% | 57,248 | $5.9M | Add +59.6% |
| MATV Mativ Holdings Inc. | 0.95% | 340,300 | $5.8M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 20,654 | $5.5M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 109,707 | $5.4M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.88% | 29,149 | $5.3M | Add +7.7% |
| MDY State Street SPDR S&P Midcap | 0.87% | 9,882 | $5.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.86% | 97,552 | $5.2M | Add +29.6% |
| OEF iShares S&P 100 ETF | 0.82% | 18,848 | $5.0M | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.80% | 26,725 | $4.9M | Add +8.9% |
| SUB iShares Short-Term National | 0.79% | 46,178 | $4.8M | Reduce -5.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.79% | 95,698 | $4.8M | Add +6.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.77% | 102,033 | $4.7M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.76% | 59,557 | $4.6M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.71% | 2,700 | $4.3M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.68% | 35,959 | $4.1M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.64% | 19,118 | $3.9M | Reduce -4.9% |
| MS Morgan Stanley | 0.62% | 38,922 | $3.8M | Reduce -1.5% |
| HON Honeywell International Inc. | 0.61% | 17,401 | $3.7M | Reduce -14.5% |
| IYW iShares Ustechnology ETF | 0.61% | 24,653 | $3.7M | Add +4.7% |
| META Meta Platforms Inc. Class A | 0.57% | 6,849 | $3.5M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 0.57% | 30,509 | $3.4M | Reduce -0.0% |
| MBB iShares MBS ETF | 0.54% | 36,010 | $3.3M | Add +20.8% |
| MRK Merck & Co. Inc. | 0.54% | 26,385 | $3.3M | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.51% | 6,246 | $3.1M | Reduce -11.4% |
| IWM iShares Russell 2000 ETF | 0.51% | 15,325 | $3.1M | Reduce -5.1% |
| MO Altria Group Inc. | 0.50% | 67,012 | $3.1M | Add +1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 12,350 | $3.0M | Reduce -1.5% |
| V Visa Inc. Class A | 0.49% | 11,278 | $3.0M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.48% | 13,586 | $2.9M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 48,697 | $2.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.47% | 17,144 | $2.8M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.46% | 3,098 | $2.8M | Add +2.2% |
| AMLP Alerian MLP ETF | 0.46% | 58,422 | $2.8M | Add +3.9% |
| ABBV Abbvie Inc. | 0.46% | 16,218 | $2.8M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 14,861 | $2.7M | Reduce -9.8% |
| HDV iShares Core High Dividend E | 0.45% | 24,958 | $2.7M | Reduce -3.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.42% | 42,920 | $2.5M | Add +16.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 15,508 | $2.5M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 5,191 | $2.5M | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.40% | 26,379 | $2.4M | Add +14.5% |
| JNJ Johnson & Johnson | 0.39% | 16,247 | $2.4M | Reduce -11.9% |
| CVX Chevron Corp. | 0.39% | 15,080 | $2.4M | Reduce -9.7% |
| EFV iShares MSCI Eafe Value ETF | 0.39% | 44,127 | $2.3M | Reduce -28.4% |
| PEP Pepsico Inc. | 0.36% | 13,395 | $2.2M | Add +0.5% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 18,500 | $2.2M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 0.35% | 4,208 | $2.1M | Add +2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.35% | 39,203 | $2.1M | Reduce -9.1% |
| SCCO Southern Copper Corp. | 0.32% | 17,917 | $1.9M | Add +0.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.32% | 36,288 | $1.9M | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 86,519 | $1.9M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.31% | 15,726 | $1.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.31% | 4,289 | $1.9M | Add +7.1% |
| BKNG Booking Holdings Inc. | 0.31% | 470 | $1.9M | Add +0.6% |
| KO The Coca-Cola Co. | 0.30% | 28,871 | $1.8M | Reduce -8.1% |
| ABT Abbott Laboratories | 0.30% | 17,452 | $1.8M | Add +1.8% |
| AMT American Tower Corp. | 0.30% | 9,282 | $1.8M | Reduce -8.3% |
| EFA iShares MSCI Eafe ETF | 0.29% | 22,750 | $1.8M | Reduce -2.4% |
| HD Home Depot Inc. | 0.29% | 5,153 | $1.8M | Reduce -7.4% |
| BLK BlackRock Finance Inc. | 0.29% | 415,976 | $1.7M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 15,152 | $1.7M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 295,473 | $1.7M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 2,980 | $1.6M | Add +3.6% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 20,531 | $1.6M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.27% | 1,917 | $1.6M | Add +1.5% |
| IWB iShares Russell 1000 ETF | 0.27% | 5,437 | $1.6M | Add +8.6% |
| VXUS Vanguard Total Intl Stock | 0.27% | 26,753 | $1.6M | Add +5.5% |
| EVCM Evercommerce Inc. | 0.26% | 145,729 | $1.6M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.26% | 15,828 | $1.6M | Reduce -20.6% |
| LMT Lockheed Martin Corp. | 0.26% | 3,404 | $1.6M | Add +1.2% |
| RTX RTX Corp. | 0.26% | 15,688 | $1.6M | Reduce -0.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.26% | 27,470 | $1.6M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 27,274 | $1.5M | Add +5.1% |
| CME Cme Group Inc. | 0.25% | 7,861 | $1.5M | New |
| CSCO Cisco Systems Inc. | 0.25% | 32,179 | $1.5M | Reduce -3.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.25% | 28,858 | $1.5M | Add +17.9% |
| PM Philip Morris International | 0.25% | 14,712 | $1.5M | Add +2.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 729,312 | $1.4M | Add +0.0% |
| PFE Pfizer Inc. | 0.22% | 47,319 | $1.3M | Reduce -1.5% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($707K), TERADYNE INC puts ($386K).
Portfolio Sells Q1 2024 → Q2 2024
| BND Vanguard Total Bond Market | Reduce -17.8% | 1.26% | −0.31 |
| EFV iShares MSCI Eafe Value ETF | Reduce -28.4% | 0.39% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.2% | 1.80% | −0.14 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.4% | 0.99% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 8.55% | −0.11 |
| JNJ Johnson & Johnson | Reduce -11.9% | 0.39% | −0.10 |
| HON Honeywell International Inc. | Reduce -14.5% | 0.61% | −0.09 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -6.0% | 1.12% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.6% | 3.06% | −0.08 |
| INTC Intel Corp. | Reduce -4.5% | 0.14% | −0.07 |
| MINT PIMCO Enhanced Short Maturit | Reduce -20.6% | 0.26% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -20.4% | 0.18% | −0.07 |
| GE General Electric | Reduce -51.7% | 0.05% | −0.07 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -9.1% | 0.35% | −0.07 |
| HD Home Depot Inc. | Reduce -7.4% | 0.29% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.9% | 1.44% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -26.9% | 0.17% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.54% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.2% | 0.87% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -25.0% | 0.17% | −0.06 |
| SUB iShares Short-Term National | Reduce -5.3% | 0.79% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.8% | 0.45% | −0.06 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -5.1% | 0.51% | −0.06 |
| DIS The Walt Disney Co. | Reduce -15.5% | 0.11% | −0.05 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.05 |
| IVLU iShares MSCI International V | Reduce -16.5% | 0.21% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -11.4% | 0.51% | −0.05 |
| CVX Chevron Corp. | Reduce -9.7% | 0.39% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.8% | 0.76% | −0.05 |
| CVS CVS Health Corp. | Reduce -3.3% | 0.11% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -36.4% | 0.08% | −0.04 |
| IDV iShares International Select | Sold out | 0.00% | −0.04 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.04 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.04 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Sold out | 0.00% | −0.04 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -0.2% | 0.49% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.04 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -5.1% | 0.11% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 1.18% | −0.04 |
| AMT American Tower Corp. | Reduce -8.3% | 0.30% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.46% | −0.04 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 0.64% | −0.04 |
| CAT Caterpillar Inc. | Reduce -4.3% | 0.22% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| IVW iShares S&P 500 Growth ETF | Add +40.5% | 1.76% | +0.60 |
| NVDA Nvidia Corp. | Add +1.3% | 1.29% | +0.34 |
| EFG iShares MSCI Eafe Growth ETF | Add +59.6% | 0.96% | +0.34 |
| SCHZ Schwab US Aggregate Bond ETF | Add +30.9% | 1.24% | +0.27 |
| CME Cme Group Inc. | New | 0.25% | +0.25 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +22.8% | 1.08% | +0.23 |
| IEMG iShares Core MSCI Emerging | Add +29.6% | 0.86% | +0.21 |
| QUAL iShares MSCI USA Quality Fac | Add +9.5% | 1.92% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +7.7% | 0.88% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 1.17% | +0.19 |
| AVGO Broadcom Inc. | Add +2.3% | 0.71% | +0.13 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.10% | +0.10 |
| MBB iShares MBS ETF | Add +20.8% | 0.54% | +0.08 |
| IYW iShares Ustechnology ETF | Add +4.7% | 0.61% | +0.08 |
| LLY Eli Lilly & Co. | Add +2.2% | 0.46% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +130.5% | 0.11% | +0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +58.1% | 0.16% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +16.4% | 0.42% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.99% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.06% | +0.06 |
| XBI SS SPDR S&P Biotech ETF | New | 0.05% | +0.05 |
| DTD Wisdomtree US Total Dividend | New | 0.05% | +0.05 |
| NUDM Nuveen ESG Intl Devel MRK Eq | New | 0.05% | +0.05 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.04% | +0.04 |
| INTA Intapp Inc. | New | 0.04% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.27% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +17.8% | 0.15% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | Add +115.0% | 0.06% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +8.9% | 0.80% | +0.03 |
| TLT iShares 20+ Year Treasury BD | Add +14.5% | 0.40% | +0.03 |
| BTI British American Tob-SP ADR | New | 0.03% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +17.9% | 0.25% | +0.03 |
| FTGC First Trust Global Tactical | New | 0.03% | +0.03 |
| IRM Iron Mountain Inc. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +34.9% | 0.19% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.5% | 0.79% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +28.6% | 0.11% | +0.03 |
| AMGN Amgen Inc. | Add +6.0% | 0.21% | +0.03 |
| CGUS Cap Group Core Equity | Add +15.8% | 0.17% | +0.03 |
| PM Philip Morris International | Add +2.6% | 0.25% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +8.6% | 0.27% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.41% | +0.02 |
| TXN Texas Instruments Inc. | Add +5.3% | 0.17% | +0.02 |
| OUNZ Vaneck Merk Gold ETF | Add +21.9% | 0.11% | +0.02 |
| BKNG Booking Holdings Inc. | Add +0.6% | 0.31% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.2% | 0.09% | +0.02 |
Options Activity Q1 2024 → Q2 2024
| STATE STR SPDR S&P 500 ETF T | put | New | 1,300 | $707K |
| TERADYNE INC | put | New | 2,600 | $386K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |