| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 8.7% |
| MCDONALDS CORP COM | 15 | Q2 2024 | 5.3% |
| DUKE ENERGY CORP NEW COM NEW | 15 | Q2 2024 | 4.7% |
| WAYFAIR INC CL A | 15 | Q2 2024 | 7.6% |
| PROCTER AND GAMBLE CO COM | 15 | Q2 2024 | 3.7% |
| APPLE INC COM | 15 | Q2 2024 | 3.0% |
| ISHARES TR | 15 | Q2 2024 | 2.7% |
| EXXON MOBIL CORP COM | 15 | Q2 2024 | 3.1% |
| UNITED PARCEL SERVICE INC CL B | 15 | Q2 2024 | 2.5% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 3.2% |
View Mayflower Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-12 |
| 13F-HR/A | 2023-01-25 |
| 13F-HR | 2023-01-19 |
| 13F-HR/A | 2022-10-19 |
View Mayflower Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.