Mayflower Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Mayflower Financial Advisors, LLC reported 379 stock positions worth $668.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.4% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.4%) and Apple (AAPL, 3.3%). Compared with Q3 2024, it opened 25 new positions, sold out of 16, added to 180 and reduced 129. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +15%) and the biggest sale Klaviyo Class A (KVYO, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $668.8M (Q4 2024)
- SEC Filing
- 0001951757-25-000102 ↗ filed Jan 22, 2025
Holdings Value
Holdings 379 stocks · $668.8M
| IVV iShares Core S&P 500 ETF | 6.41% | 72,865 | $42.9M | Reduce -8.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.37% | 326,998 | $22.5M | Add +15.2% |
| AAPL Apple Inc. | 3.34% | 89,126 | $22.3M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.70% | 42,793 | $18.0M | Reduce -0.6% |
| KVYO Klaviyo Inc. Class A | 2.66% | 431,429 | $17.8M | Reduce -37.0% |
| QUAL iShares MSCI USA Quality Fac | 2.20% | 82,468 | $14.7M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 22,205 | $13.0M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 1.73% | 113,923 | $11.6M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 1.66% | 178,667 | $11.1M | Reduce -1.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.45% | 214,676 | $9.7M | Reduce -15.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 20,560 | $9.3M | Reduce -0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 1.37% | 402,699 | $9.1M | Add +12.4% |
| NVDA Nvidia Corp. | 1.28% | 63,850 | $8.6M | Reduce -0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.22% | 159,632 | $8.2M | Add +4.0% |
| MUB iShares National Muni Bond E | 1.12% | 70,216 | $7.5M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 1.11% | 39,234 | $7.4M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.08% | 33,045 | $7.2M | Add +4.8% |
| W Wayfair Inc. Class A | 1.08% | 162,461 | $7.2M | Reduce -0.0% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 258,139 | $7.1M | Add +14.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.02% | 77,068 | $6.8M | Reduce -1.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.00% | 69,386 | $6.7M | Add +25.3% |
| IJR iShares Core S&P Small-Cap E | 0.93% | 54,159 | $6.2M | Reduce -1.8% |
| EFV iShares MSCI Eafe Value ETF | 0.90% | 114,222 | $6.0M | Add +4.2% |
| AVGO Broadcom Inc. | 0.89% | 25,593 | $5.9M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.87% | 82,963 | $5.8M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.87% | 30,338 | $5.8M | Add +7.4% |
| BND Vanguard Total Bond Market | 0.84% | 78,451 | $5.6M | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.83% | 19,077 | $5.5M | Add +2.2% |
| MDY State Street SPDR S&P Midcap | 0.82% | 9,650 | $5.5M | Reduce -0.4% |
| OEF iShares S&P 100 ETF | 0.82% | 18,948 | $5.5M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.81% | 28,333 | $5.4M | Reduce -1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.75% | 100,678 | $5.0M | Add +5.1% |
| VEA Vanguard Ftse Developed ETF | 0.74% | 103,475 | $4.9M | Reduce -5.5% |
| SUB iShares Short-Term National | 0.72% | 45,924 | $4.8M | Reduce -0.1% |
| MS Morgan Stanley | 0.72% | 38,226 | $4.8M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.69% | 19,198 | $4.6M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.68% | 8,399 | $4.5M | Add +7.2% |
| IEMG iShares Core MSCI Emerging | 0.64% | 82,538 | $4.3M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.61% | 6,920 | $4.1M | Add +1.5% |
| MBB iShares MBS ETF | 0.60% | 43,869 | $4.0M | Add +12.2% |
| IYW iShares Ustechnology ETF | 0.59% | 24,808 | $4.0M | Add +0.8% |
| MO Altria Group Inc. | 0.59% | 75,440 | $3.9M | Add +12.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.58% | 85,649 | $3.9M | Reduce -15.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.57% | 68,427 | $3.8M | Add +10.7% |
| HON Honeywell International Inc. | 0.57% | 16,759 | $3.8M | Reduce -2.7% |
| V Visa Inc. Class A | 0.57% | 11,971 | $3.8M | Add +2.2% |
| MATV Mativ Holdings Inc. | 0.55% | 340,100 | $3.7M | No change |
| GLD SPDR Gold Shares | 0.55% | 15,269 | $3.7M | Add +12.6% |
| VT Vanguard Tot World STK ETF | 0.52% | 29,355 | $3.4M | Add +0.1% |
| AMLP Alerian MLP ETF | 0.51% | 70,721 | $3.4M | Add +20.8% |
| IWM iShares Russell 2000 ETF | 0.50% | 15,044 | $3.3M | Reduce -2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 11,952 | $3.2M | Reduce -2.7% |
| CVX Chevron Corp. | 0.47% | 21,585 | $3.1M | Add +24.8% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 14,588 | $2.9M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.43% | 16,966 | $2.8M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.42% | 26,140 | $2.8M | Reduce -28.2% |
| HDV iShares Core High Dividend E | 0.42% | 24,866 | $2.8M | Add +0.2% |
| ABBV Abbvie Inc. | 0.42% | 15,652 | $2.8M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 5,207 | $2.7M | Add +1.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.40% | 51,016 | $2.7M | Add +11.7% |
| TLT iShares 20+ Year Treasury BD | 0.38% | 29,473 | $2.6M | Add +30.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 44,429 | $2.6M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.38% | 25,572 | $2.5M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 56,219 | $2.5M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 14,526 | $2.5M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.37% | 4,670 | $2.5M | Add +8.3% |
| LLY Eli Lilly & Co. | 0.37% | 3,177 | $2.5M | Add +1.3% |
| ITOT iShares Core S&P Total U.S. | 0.36% | 18,754 | $2.4M | Reduce -1.2% |
| BKNG Booking Holdings Inc. | 0.35% | 470 | $2.3M | Add +0.2% |
| ESGU iShares ESG Aware MSCI USA | 0.34% | 17,431 | $2.2M | Reduce -1.6% |
| UNH Unitedhealth Group Inc. | 0.34% | 4,433 | $2.2M | Add +3.8% |
| JNJ Johnson & Johnson | 0.33% | 15,112 | $2.2M | Reduce -1.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 22,886 | $2.2M | New |
| TSLA Tesla Inc. | 0.32% | 5,320 | $2.1M | Add +14.4% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 28,323 | $2.1M | Add +5.9% |
| IVLU iShares MSCI International V | 0.30% | 74,970 | $2.0M | Add +53.2% |
| PEP Pepsico Inc. | 0.30% | 13,271 | $2.0M | Add +3.8% |
| HD Home Depot Inc. | 0.30% | 5,169 | $2.0M | Add +2.3% |
| ABT Abbott Laboratories | 0.29% | 17,249 | $2.0M | Reduce -0.0% |
| DVY iShares Select Dividend ETF | 0.28% | 14,373 | $1.9M | Reduce -7.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.28% | 35,858 | $1.9M | Reduce -0.6% |
| CME Cme Group Inc. | 0.27% | 7,864 | $1.8M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 23,237 | $1.8M | Reduce -2.1% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 31,475 | $1.8M | Add +4.4% |
| EFA iShares MSCI Eafe ETF | 0.27% | 23,794 | $1.8M | Add +4.6% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 22,217 | $1.8M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.27% | 3,670 | $1.8M | Add +9.1% |
| RTX RTX Corp. | 0.27% | 15,361 | $1.8M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,460 | $1.8M | Add +0.3% |
| VGLT Vanguard Long-Term Treasury | 0.26% | 31,738 | $1.8M | Add +23.6% |
| COST Costco Wholesale Corp. | 0.26% | 1,917 | $1.8M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 14,516 | $1.8M | Reduce -0.2% |
| VXUS Vanguard Total Intl Stock | 0.26% | 29,717 | $1.8M | Add +8.3% |
| CSCO Cisco Systems Inc. | 0.26% | 29,067 | $1.7M | Reduce -3.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.26% | 68,423 | $1.7M | Add +19.8% |
| PM Philip Morris International | 0.25% | 14,105 | $1.7M | Add +1.3% |
| BLK BlackRock Inc. | 0.25% | 1,637 | $1.7M | Reduce -1.4% |
| BX Blackstone Inc. | 0.24% | 9,344 | $1.6M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 7,223 | $1.6M | Add +17.4% |
| MINT PIMCO Enhanced Short Maturit | 0.24% | 15,723 | $1.6M | Add +14.6% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($762K), TERADYNE INC puts ($327K).
Portfolio Sells Q3 2024 → Q4 2024
| KVYO Klaviyo Inc. Class A | Reduce -37.0% | 2.66% | −0.99 |
| IVV iShares Core S&P 500 ETF | Reduce -8.4% | 6.41% | −0.50 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -15.4% | 1.45% | −0.35 |
| W Wayfair Inc. Class A | Reduce -0.0% | 1.08% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -28.2% | 0.42% | −0.22 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -15.9% | 0.58% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.5% | 0.74% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.6% | 2.70% | −0.10 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Reduce -26.8% | 0.10% | −0.09 |
| AMT American Tower Corp. | Reduce -6.6% | 0.22% | −0.08 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 0.64% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.42% | −0.06 |
| EVCM Evercommerce Inc. | Reduce -29.9% | 0.17% | −0.06 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.8% | 1.02% | −0.06 |
| FNV Franco-Nevada Corp. | Reduce -26.5% | 0.11% | −0.05 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.05 |
| ZTS Zoetis Inc. | Reduce -22.0% | 0.09% | −0.05 |
| AMGN Amgen Inc. | Reduce -6.8% | 0.15% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.33% | −0.05 |
| IYLD iShares Morningstar Multi-As | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Reduce -15.8% | 0.06% | −0.04 |
| ADBE Adobe Inc. | Reduce -6.4% | 0.17% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.39% | −0.04 |
| INTC Intel Corp. | Reduce -30.6% | 0.06% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.8% | 0.93% | −0.04 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.04 |
| PI Impinj Inc. | Sold out | 0.00% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -7.9% | 0.28% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| INTA Intapp Inc. | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -7.3% | 0.18% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -3.1% | 0.15% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.7% | 0.15% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 1.66% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.03 |
| SJM The JM Smucker Co. | Reduce -25.6% | 0.06% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.6% | 0.28% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.03 |
| WSO Watsco Inc. | Reduce -17.8% | 0.11% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -13.9% | 0.13% | −0.03 |
| VLUE iShares MSCI USA Value Facto | Reduce -23.6% | 0.08% | −0.03 |
| CNI Canadian Natl Railway Co. | Reduce -1.4% | 0.14% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -28.3% | 0.06% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.1% | 0.15% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +15.2% | 3.37% | +0.48 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.33% | +0.33 |
| AVGO Broadcom Inc. | Add +0.5% | 0.89% | +0.22 |
| AMZN Amazon.com Inc. | Add +4.8% | 1.08% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +10.2% | 2.20% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | Add +5.9% | 0.32% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 1.11% | +0.14 |
| TSLA Tesla Inc. | Add +14.4% | 0.32% | +0.14 |
| GLDM SPDR Gold Minishares Trust | New | 0.14% | +0.14 |
| HUBS HubSpot Inc. | New | 0.13% | +0.13 |
| EFG iShares MSCI Eafe Growth ETF | Add +25.3% | 1.00% | +0.11 |
| MYCF State Street MY2026 Corporat | New | 0.10% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +14.6% | 1.05% | +0.10 |
| DELL Dell Technologies -C | Add +273.4% | 0.13% | +0.10 |
| AMLP Alerian MLP ETF | Add +20.8% | 0.51% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 1.73% | +0.09 |
| IVLU iShares MSCI International V | Add +53.2% | 0.30% | +0.09 |
| SCHZ Schwab US Aggregate Bond ETF | Add +12.4% | 1.37% | +0.08 |
| CVX Chevron Corp. | Add +24.8% | 0.47% | +0.08 |
| V Visa Inc. Class A | Add +2.2% | 0.57% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.0% | 1.22% | +0.08 |
| IEF iShares 7-10 Year Treasury B | New | 0.08% | +0.08 |
| MO Altria Group Inc. | Add +12.1% | 0.59% | +0.07 |
| XLV SS Health Care Select Sector | New | 0.07% | +0.07 |
| NFLX Netflix Inc. | Add +60.1% | 0.13% | +0.07 |
| XLP SS Consumer Staples Sel Sect | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | Add +12.6% | 0.55% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +7.2% | 0.68% | +0.05 |
| XAR SS SPDR S&P Aerospace Def | New | 0.05% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Add +30.9% | 0.38% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +64.3% | 0.12% | +0.05 |
| BKNG Booking Holdings Inc. | Add +0.2% | 0.35% | +0.05 |
| UCON First Trust Smith Unconstrai | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +8.3% | 0.37% | +0.05 |
| JPST JPMorgan Ultra-Short Income | New | 0.04% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| XLK SS Technology Select Sector | Add +32.8% | 0.16% | +0.04 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.04% | +0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +19.8% | 0.26% | +0.04 |
| PSK SS SPDR Ice Pref Sec ETF | New | 0.04% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +1.7% | 0.23% | +0.04 |
| TQQQ Proshares Ultrapro QQQ | New | 0.04% | +0.04 |
| MBB iShares MBS ETF | Add +12.2% | 0.60% | +0.04 |
| NET Cloudflare Inc. Class A | New | 0.04% | +0.04 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +0.4% | 0.37% | +0.03 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.03% | +0.03 |
| CGUS Cap Group Core Equity | Add +17.4% | 0.22% | +0.03 |
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 |