Mayflower Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Mayflower Financial Advisors, LLC reported 385 stock positions worth $657.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 3.4%) and Apple (AAPL, 2.9%). Compared with Q4 2024, it opened 22 new positions, sold out of 16, added to 170 and reduced 155. The biggest buy was a new position in Bondbloxx BBG 10Y US TSY ETF (XTEN) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001852930
- Portfolio Value
- $657.5M (Q1 2025)
- SEC Filing
- 0001951757-25-000501 ↗ filed May 2, 2025
Holdings Value
Holdings 385 stocks · $657.5M
| IVV iShares Core S&P 500 ETF | 5.96% | 69,707 | $39.2M | Reduce -4.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.41% | 340,497 | $22.4M | Add +4.1% |
| AAPL Apple Inc. | 2.92% | 86,526 | $19.2M | Reduce -2.9% |
| MSFT Microsoft Corp. | 2.43% | 42,493 | $16.0M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 2.40% | 92,217 | $15.8M | Add +11.8% |
| KVYO Klaviyo Inc. Class A | 1.99% | 431,429 | $13.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.89% | 22,185 | $12.4M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 20,600 | $11.0M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 1.65% | 117,079 | $10.9M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 1.60% | 180,236 | $10.5M | Add +0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.58% | 225,657 | $10.4M | Add +5.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.48% | 420,508 | $9.7M | Add +4.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.22% | 165,070 | $8.0M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 1.17% | 276,133 | $7.7M | Add +7.0% |
| IVE iShares S&P 500 Value ETF | 1.11% | 38,430 | $7.3M | Add +26.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.11% | 78,081 | $7.3M | Add +1.3% |
| NVDA Nvidia Corp. | 1.08% | 65,748 | $7.1M | Add +3.0% |
| MUB iShares National Muni Bond E | 1.03% | 64,418 | $6.8M | Reduce -8.3% |
| AMZN Amazon.com Inc. | 0.98% | 33,943 | $6.5M | Add +2.7% |
| EFV iShares MSCI Eafe Value ETF | 0.96% | 107,431 | $6.3M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.95% | 40,533 | $6.3M | Add +3.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 80,995 | $6.1M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 53,678 | $5.6M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.84% | 102,477 | $5.5M | Add +24.2% |
| OEF iShares S&P 100 ETF | 0.84% | 20,282 | $5.5M | Add +7.0% |
| BND Vanguard Total Bond Market | 0.83% | 74,749 | $5.5M | Reduce -4.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.82% | 108,557 | $5.4M | Add +7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 19,412 | $5.3M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.80% | 103,564 | $5.3M | Add +0.1% |
| W Wayfair Inc. Class A | 0.79% | 162,498 | $5.2M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 0.77% | 9,517 | $5.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.74% | 31,146 | $4.9M | Add +9.9% |
| SUB iShares Short-Term National | 0.71% | 44,282 | $4.7M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 0.71% | 9,033 | $4.6M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.69% | 18,627 | $4.6M | Reduce -3.0% |
| MO Altria Group Inc. | 0.68% | 74,870 | $4.5M | Reduce -0.8% |
| MS Morgan Stanley | 0.68% | 38,238 | $4.5M | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.67% | 43,979 | $4.4M | Reduce -36.6% |
| GLD SPDR Gold Shares | 0.67% | 15,232 | $4.4M | Reduce -0.2% |
| V Visa Inc. Class A | 0.64% | 12,098 | $4.2M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.62% | 7,125 | $4.1M | Add +3.0% |
| AMLP Alerian MLP ETF | 0.59% | 74,658 | $3.9M | Add +5.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.58% | 85,316 | $3.8M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.57% | 22,347 | $3.7M | Reduce -12.7% |
| IYW iShares Ustechnology ETF | 0.56% | 26,264 | $3.7M | Add +5.9% |
| HON Honeywell International Inc. | 0.55% | 17,227 | $3.6M | Add +2.8% |
| CVX Chevron Corp. | 0.55% | 21,517 | $3.6M | Reduce -0.3% |
| MBB iShares MBS ETF | 0.54% | 37,522 | $3.5M | Reduce -14.5% |
| VT Vanguard Tot World STK ETF | 0.53% | 29,888 | $3.5M | Add +1.8% |
| ABBV Abbvie Inc. | 0.50% | 15,735 | $3.3M | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 62,489 | $3.3M | Add +22.5% |
| XOM Exxon Mobil Corp. | 0.47% | 26,192 | $3.1M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 12,043 | $3.1M | Add +0.8% |
| HDV iShares Core High Dividend E | 0.46% | 25,029 | $3.0M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.46% | 15,036 | $3.0M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.44% | 17,010 | $2.9M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 14,634 | $2.8M | Add +0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.42% | 49,830 | $2.7M | Reduce -27.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 44,606 | $2.7M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.41% | 4,926 | $2.7M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.40% | 3,173 | $2.6M | Reduce -0.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.39% | 54,751 | $2.5M | New |
| JNJ Johnson & Johnson | 0.39% | 15,277 | $2.5M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 14,449 | $2.5M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.37% | 20,137 | $2.5M | Add +7.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 5,122 | $2.4M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 56,259 | $2.3M | Add +0.1% |
| ABT Abbott Laboratories | 0.35% | 17,327 | $2.3M | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 0.34% | 36,187 | $2.2M | Add +106.5% |
| PM Philip Morris International | 0.34% | 14,066 | $2.2M | Reduce -0.3% |
| MATV Mativ Holdings Inc. | 0.34% | 358,100 | $2.2M | Add +5.3% |
| BKNG Booking Holdings Inc. | 0.33% | 471 | $2.2M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 25,615 | $2.2M | Reduce -9.6% |
| UNH Unitedhealth Group Inc. | 0.32% | 4,075 | $2.1M | Reduce -8.1% |
| IWB iShares Russell 1000 ETF | 0.32% | 6,891 | $2.1M | Add +26.2% |
| CME Cme Group Inc. | 0.32% | 7,856 | $2.1M | Reduce -0.1% |
| DVY iShares Select Dividend ETF | 0.31% | 15,054 | $2.0M | Add +4.7% |
| RTX RTX Corp. | 0.31% | 15,247 | $2.0M | Reduce -0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.30% | 35,789 | $2.0M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.30% | 13,122 | $2.0M | Reduce -1.1% |
| VGLT Vanguard Long-Term Treasury | 0.30% | 34,067 | $2.0M | Add +7.3% |
| EFA iShares MSCI Eafe ETF | 0.30% | 23,777 | $1.9M | Reduce -0.1% |
| HD Home Depot Inc. | 0.29% | 5,152 | $1.9M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.29% | 21,000 | $1.9M | Reduce -17.9% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 32,670 | $1.9M | Add +3.8% |
| VXUS Vanguard Total Intl Stock | 0.28% | 29,933 | $1.9M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 22,644 | $1.9M | Add +1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 15,161 | $1.8M | Reduce -13.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 23,135 | $1.8M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.27% | 1,910 | $1.8M | Reduce -0.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 19,349 | $1.8M | Reduce -15.4% |
| CSCO Cisco Systems Inc. | 0.27% | 28,921 | $1.8M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 14,539 | $1.8M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 7,043 | $1.8M | Reduce -2.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.26% | 55,816 | $1.7M | Add +5.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.26% | 68,483 | $1.7M | Add +0.1% |
| KO The Coca-Cola Co. | 0.26% | 23,492 | $1.7M | Reduce -2.1% |
| SYK Stryker Corp. | 0.25% | 4,414 | $1.6M | Add +44.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.25% | 35,087 | $1.6M | New |
| MCD McDonald's Corp. | 0.24% | 5,051 | $1.6M | Add +1.2% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($726K), TERADYNE INC puts ($215K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $17K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | NOTE 2.250% 6/1 · principal | 17,000 | $17K | New |
Total filed on the 13F, all lines: $657.5M.
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 5.96% | −0.46 |
| AAPL Apple Inc. | Reduce -2.9% | 2.92% | −0.41 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -36.6% | 0.67% | −0.34 |
| AVGO Broadcom Inc. | Reduce -12.7% | 0.57% | −0.32 |
| MSFT Microsoft Corp. | Reduce -0.7% | 2.43% | −0.27 |
| TLT iShares 20+ Year Treasury BD | Reduce -57.2% | 0.17% | −0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -27.2% | 0.42% | −0.15 |
| IFRA iShares US Infrastructure | Reduce -75.6% | 0.04% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -17.9% | 0.29% | −0.09 |
| IVLU iShares MSCI International V | Reduce -37.6% | 0.22% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -8.3% | 1.03% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -26.2% | 0.18% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.9% | 0.85% | −0.08 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| MBB iShares MBS ETF | Reduce -14.5% | 0.54% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.89% | −0.06 |
| TROW T Rowe Price Group Inc. | Reduce -53.1% | 0.04% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -13.0% | 0.28% | −0.05 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -15.4% | 0.27% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -1.4% | 0.77% | −0.05 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.05 |
| BX Blackstone Inc. | Reduce -1.4% | 0.20% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.4% | 0.05% | −0.04 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.04 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.46% | −0.04 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.04 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.04 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.03 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.03 |
| USB US Bancorp | Sold out | 0.00% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -2.1% | 0.04% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.37% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.14% | −0.03 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.03 |
| CW Curtiss-Wright Corp. | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.16% | −0.03 |
| AMD Advanced Micro Devices | Reduce -16.8% | 0.07% | −0.03 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.03 |
| DELL Dell Technologies -C | Reduce -0.1% | 0.11% | −0.03 |
| ANET Arista Networks Inc. | Reduce -4.9% | 0.05% | −0.03 |
| F Ford Motor Co. | Reduce -29.8% | 0.07% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.1% | 0.08% | −0.02 |
| NKE Nike Inc. Class B | Reduce -3.5% | 0.11% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -6.8% | 0.11% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -8.2% | 0.15% | −0.02 |
| CAT Caterpillar Inc. | Reduce -0.7% | 0.20% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -16.6% | 0.11% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.39% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 1.67% | +0.28 |
| IVE iShares S&P 500 Value ETF | Add +26.7% | 1.11% | +0.25 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.25% | +0.25 |
| GLDM SPDR Gold Minishares Trust | Add +106.5% | 0.34% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +11.8% | 2.40% | +0.20 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.20% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +24.2% | 0.84% | +0.20 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +5.1% | 1.58% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +7.0% | 1.17% | +0.12 |
| ILCV iShares Morningstar Value Et | New | 0.12% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Add +4.4% | 1.48% | +0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +22.5% | 0.50% | +0.10 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.3% | 1.11% | +0.09 |
| ABBV Abbvie Inc. | Add +0.5% | 0.50% | +0.09 |
| SYK Stryker Corp. | Add +44.5% | 0.25% | +0.09 |
| AMLP Alerian MLP ETF | Add +5.6% | 0.59% | +0.08 |
| V Visa Inc. Class A | Add +1.1% | 0.64% | +0.08 |
| JMOM JPMorgan US Momentum Factor | New | 0.07% | +0.07 |
| HIMU iShares High Yild Muni A ETF | New | 0.07% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +57.9% | 0.16% | +0.07 |
| BKLC BNY Mellon US LRG Cap Cor | New | 0.06% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.8% | 0.82% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.80% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +26.2% | 0.32% | +0.06 |
| JNJ Johnson & Johnson | Add +1.1% | 0.39% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +119.3% | 0.10% | +0.06 |
| ABT Abbott Laboratories | Add +0.5% | 0.35% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.47% | +0.05 |
| IAU iShares Gold Trust | Add +14.6% | 0.18% | +0.05 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +36.4% | 0.15% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +28.9% | 0.21% | +0.05 |
| THRO iShares U.S. Thematic Rotati | New | 0.05% | +0.05 |
| COIN Coinbase Global Inc. Class A | New | 0.04% | +0.04 |
| HDV iShares Core High Dividend E | Add +0.7% | 0.46% | +0.04 |
| MA Mastercard Inc. Class A | Add +5.5% | 0.41% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.04% | +0.04 |
| PBA Pembina Pipeline Corp. | New | 0.04% | +0.04 |
| SONY Sony Group Corp. - SP ADR | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +35.6% | 0.09% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +7.3% | 0.30% | +0.04 |
| INTU Intuit Inc. | Add +80.5% | 0.08% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.1% | 3.41% | +0.03 |
| GDX Vaneck Gold Miners ETF | New | 0.03% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.03% | +0.03 |
| SHEL Shell PLC-ADR | New | 0.03% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25) | NOTE 2.250% 6/1 · principal | New | 17,000 | $17K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |