Mayflower Financial Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Mayflower Financial Advisors, LLC reported 370 stock positions worth $663.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.9% of the portfolio, followed by Klaviyo Class A (KVYO, 3.7%) and Apple (AAPL, 3.1%). Compared with Q2 2024, it opened 25 new positions, sold out of 9, added to 140 and reduced 168. The biggest buy was Klaviyo Class A (KVYO, shares +181%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $663.4M (Q3 2024)
- SEC Filing
- 0001951757-24-001160 ↗ filed Nov 4, 2024
Holdings Value
Holdings 370 stocks · $663.4M
| IVV iShares Core S&P 500 ETF | 6.91% | 79,514 | $45.9M | Reduce -30.1% |
| KVYO Klaviyo Inc. Class A | 3.65% | 684,948 | $24.2M | Add +181.3% |
| AAPL Apple Inc. | 3.14% | 89,338 | $20.8M | Reduce -2.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.89% | 283,819 | $19.2M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.79% | 43,050 | $18.5M | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 2.02% | 74,844 | $13.4M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.93% | 22,264 | $12.8M | Reduce -0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.80% | 253,787 | $12.0M | Add +30.9% |
| IJH iShares Core S&P Midcap ETF | 1.70% | 180,604 | $11.3M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 1.64% | 113,666 | $10.9M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 20,665 | $9.5M | Add +0.4% |
| W Wayfair Inc. Class A | 1.38% | 162,499 | $9.1M | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.28% | 179,063 | $8.5M | Add +8.4% |
| NVDA Nvidia Corp. | 1.18% | 64,210 | $7.8M | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.15% | 153,531 | $7.6M | Add +10.1% |
| MUB iShares National Muni Bond E | 1.11% | 67,727 | $7.4M | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.08% | 78,484 | $7.2M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.97% | 82,849 | $6.5M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.97% | 55,145 | $6.4M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 38,627 | $6.4M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 0.96% | 75,106 | $6.3M | Add +26.1% |
| EFV iShares MSCI Eafe Value ETF | 0.95% | 109,592 | $6.3M | Add +148.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.90% | 55,385 | $6.0M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 0.89% | 31,536 | $5.9M | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 109,459 | $5.8M | Reduce -0.2% |
| MATV Mativ Holdings Inc. | 0.87% | 340,100 | $5.8M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.86% | 75,855 | $5.7M | Reduce -28.6% |
| IVE iShares S&P 500 Value ETF | 0.84% | 28,237 | $5.6M | Add +5.7% |
| MDY State Street SPDR S&P Midcap | 0.83% | 9,693 | $5.5M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 18,667 | $5.3M | Reduce -9.6% |
| OEF iShares S&P 100 ETF | 0.80% | 19,072 | $5.3M | Add +1.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.74% | 95,797 | $4.9M | Add +0.1% |
| SUB iShares Short-Term National | 0.74% | 45,956 | $4.9M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.73% | 28,840 | $4.8M | Reduce -1.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.72% | 101,898 | $4.8M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.72% | 82,638 | $4.7M | Reduce -15.3% |
| AVGO Broadcom Inc. | 0.66% | 25,476 | $4.4M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 0.64% | 36,391 | $4.3M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.62% | 7,834 | $4.1M | Add +25.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 19,379 | $4.1M | Add +1.4% |
| MS Morgan Stanley | 0.61% | 39,035 | $4.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.59% | 6,816 | $3.9M | Reduce -0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.57% | 61,794 | $3.8M | Add +44.0% |
| MBB iShares MBS ETF | 0.56% | 39,090 | $3.7M | Add +8.6% |
| IYW iShares Ustechnology ETF | 0.56% | 24,618 | $3.7M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.54% | 17,229 | $3.6M | Reduce -1.0% |
| VT Vanguard Tot World STK ETF | 0.53% | 29,340 | $3.5M | Reduce -3.8% |
| MO Altria Group Inc. | 0.52% | 67,274 | $3.4M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.51% | 15,369 | $3.4M | Add +0.3% |
| GLD SPDR Gold Shares | 0.50% | 13,560 | $3.3M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 12,280 | $3.2M | Reduce -0.6% |
| V Visa Inc. Class A | 0.49% | 11,714 | $3.2M | Add +3.9% |
| ABBV Abbvie Inc. | 0.48% | 15,994 | $3.2M | Reduce -1.4% |
| HDV iShares Core High Dividend E | 0.44% | 24,826 | $2.9M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.44% | 16,748 | $2.9M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 14,617 | $2.9M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.43% | 25,122 | $2.9M | Reduce -4.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 44,270 | $2.8M | Reduce -9.1% |
| LLY Eli Lilly & Co. | 0.42% | 3,135 | $2.8M | Add +1.2% |
| AMLP Alerian MLP ETF | 0.42% | 58,546 | $2.8M | Add +0.2% |
| CVX Chevron Corp. | 0.38% | 17,296 | $2.5M | Add +14.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 14,545 | $2.5M | Reduce -6.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 5,131 | $2.5M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.38% | 4,272 | $2.5M | Add +1.5% |
| JNJ Johnson & Johnson | 0.38% | 15,398 | $2.5M | Reduce -5.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.37% | 45,655 | $2.4M | Add +58.2% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 18,982 | $2.4M | Add +2.6% |
| ESGU iShares ESG Aware MSCI USA | 0.34% | 17,709 | $2.2M | Reduce -54.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 56,013 | $2.2M | Reduce -81.0% |
| TLT iShares 20+ Year Treasury BD | 0.33% | 22,509 | $2.2M | Reduce -14.7% |
| PEP Pepsico Inc. | 0.33% | 12,784 | $2.2M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.32% | 4,314 | $2.1M | Add +0.6% |
| DVY iShares Select Dividend ETF | 0.32% | 15,609 | $2.1M | Reduce -0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 36,058 | $2.1M | Reduce -0.6% |
| HD Home Depot Inc. | 0.31% | 5,053 | $2.0M | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 0.30% | 469 | $2.0M | Reduce -0.2% |
| AMT American Tower Corp. | 0.30% | 8,473 | $2.0M | Reduce -8.7% |
| ABT Abbott Laboratories | 0.30% | 17,253 | $2.0M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.30% | 3,365 | $2.0M | Reduce -1.1% |
| SCCO Southern Copper Corp. | 0.29% | 16,869 | $2.0M | Reduce -5.8% |
| EFA iShares MSCI Eafe ETF | 0.29% | 22,750 | $1.9M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 23,726 | $1.9M | Reduce -72.6% |
| RTX RTX Corp. | 0.28% | 15,310 | $1.9M | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,994 | $1.9M | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 21,559 | $1.8M | Add +5.0% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 30,139 | $1.8M | Add +10.5% |
| VXUS Vanguard Total Intl Stock | 0.27% | 27,442 | $1.8M | Add +2.6% |
| CME Cme Group Inc. | 0.26% | 7,864 | $1.7M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,444 | $1.7M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 14,540 | $1.7M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.26% | 1,914 | $1.7M | Reduce -0.2% |
| PM Philip Morris International | 0.25% | 13,923 | $1.7M | Reduce -5.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.25% | 26,674 | $1.7M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.25% | 22,766 | $1.6M | Reduce -21.1% |
| CSCO Cisco Systems Inc. | 0.24% | 30,084 | $1.6M | Reduce -6.5% |
| VGLT Vanguard Long-Term Treasury | 0.24% | 25,686 | $1.6M | New |
| BLK BlackRock Finance Inc. | 0.24% | 1,660 | $1.6M | Reduce -99.6% |
| CAT Caterpillar Inc. | 0.23% | 3,964 | $1.6M | Add +0.3% |
| EVCM Evercommerce Inc. | 0.23% | 145,729 | $1.5M | No change |
| IVLU iShares MSCI International V | 0.22% | 48,936 | $1.4M | Add +4.4% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($743K), TERADYNE INC puts ($348K).
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -30.1% | 6.91% | −1.64 |
| BND Vanguard Total Bond Market | Reduce -28.6% | 0.86% | −0.40 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.79% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.97% | −0.20 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.4% | 2.89% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.73% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -15.3% | 0.72% | −0.14 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -99.8% | 0.10% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.7% | 1.64% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.6% | 0.80% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 0.43% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 0.89% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 1.70% | −0.10 |
| MATV Mativ Holdings Inc. | Reduce -0.1% | 0.87% | −0.08 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -53.1% | 0.07% | −0.08 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.54% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.93% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -14.7% | 0.33% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.3% | 0.90% | −0.06 |
| SUB iShares Short-Term National | Reduce -0.5% | 0.74% | −0.06 |
| KO The Coca-Cola Co. | Reduce -21.1% | 0.25% | −0.06 |
| MINT PIMCO Enhanced Short Maturit | Reduce -13.3% | 0.21% | −0.05 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -5.6% | 0.66% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -9.1% | 0.42% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.1% | 0.72% | −0.05 |
| BLK BlackRock Finance Inc. | Reduce -99.6% | 0.24% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -0.1% | 0.56% | −0.05 |
| INTC Intel Corp. | Reduce -1.7% | 0.10% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.4% | 1.08% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 0.83% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -3.8% | 0.53% | −0.04 |
| PEP Pepsico Inc. | Reduce -4.6% | 0.33% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| PSK SS SPDR Ice Pref Sec ETF | Sold out | 0.00% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -22.2% | 0.11% | −0.03 |
| W Wayfair Inc. Class A | Reduce -0.0% | 1.38% | −0.03 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.03 |
| FNV Franco-Nevada Corp. | Reduce -12.9% | 0.17% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -93.5% | 0.07% | −0.03 |
| LDUR PIMCO Enhanced Low Duration | Reduce -37.8% | 0.04% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.38% | −0.03 |
| SPH Suburban Propane Partners LP | Sold out | 0.00% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -72.6% | 0.28% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -0.4% | 0.05% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -24.2% | 0.09% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.44% | −0.03 |
| BA The Boeing Co. | Reduce -5.0% | 0.07% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| KVYO Klaviyo Inc. Class A | Add +181.3% | 3.65% | +2.66 |
| EFV iShares MSCI Eafe Value ETF | Add +148.4% | 0.95% | +0.57 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +30.9% | 1.80% | +0.36 |
| VGLT Vanguard Long-Term Treasury | New | 0.24% | +0.24 |
| SCHD Schwab US DVD Equity ETF | Add +26.1% | 0.96% | +0.19 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +463.4% | 0.22% | +0.17 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +44.0% | 0.57% | +0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +58.2% | 0.37% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +25.4% | 0.62% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +9.3% | 2.02% | +0.10 |
| TD Toronto-Dominion Bank | New | 0.09% | +0.09 |
| TCAF T Rowe PRC Cap Appreciation | Add +83.7% | 0.17% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +10.1% | 1.15% | +0.07 |
| HACK Amplify Cybersecurity ETF | New | 0.07% | +0.07 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 1.43% | +0.06 |
| IEV iShares Europe ETF | Add +30.9% | 0.22% | +0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.4% | 1.28% | +0.04 |
| PYPL PayPal Holdings Inc. | New | 0.04% | +0.04 |
| IGRO iShares Intl Div Growth ETF | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +1.4% | 0.15% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +5.7% | 0.84% | +0.04 |
| GD General Dynamics Corp. | New | 0.04% | +0.04 |
| ICE Intercontinental Exchange Inc. | New | 0.04% | +0.04 |
| NUV Nuveen Municipal Value | New | 0.04% | +0.04 |
| NGG National Grid PLC-SP ADR | New | 0.04% | +0.04 |
| PI Impinj Inc. | New | 0.04% | +0.04 |
| MSCI MSCI Inc. | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +13.1% | 0.10% | +0.03 |
| BR Broadridge Financial Solutio | New | 0.03% | +0.03 |
| USB US Bancorp | New | 0.03% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | New | 0.03% | +0.03 |
| ADBE Adobe Inc. | Add +38.6% | 0.21% | +0.03 |
| PAYX Paychex Inc. | New | 0.03% | +0.03 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.03% | +0.03 |
| IGM iShares Expanded Tech Sector | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.03% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.03% | +0.03 |
| OKE Oneok Inc. | Add +23.8% | 0.11% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 0.38% | +0.02 |
| C Citigroup Inc. | Add +44.5% | 0.09% | +0.02 |
| CGDG Cap Group Dividend Growers | Add +13.5% | 0.20% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +52.3% | 0.07% | +0.02 |
| MBB iShares MBS ETF | Add +8.6% | 0.56% | +0.02 |
| SPGI S&P Global Inc. | Add +27.4% | 0.08% | +0.02 |
| ACN Accenture PLC Class A | Add +7.2% | 0.15% | +0.02 |
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 |