$580 Million is the total value of Mayflower Financial Advisors, LLC's 290 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $48,045,000 | – | 127,988 | +100.0% | 8.29% | – |
| MCD | New | MCDONALDS CORP | $30,765,000 | – | 143,371 | +100.0% | 5.31% | – |
| W | New | WAYFAIR INCcl a | $26,903,000 | – | 119,138 | +100.0% | 4.64% | – |
| DUK | New | DUKE ENERGY CORP NEW | $25,375,000 | – | 277,144 | +100.0% | 4.38% | – |
| PG | New | PROCTER AND GAMBLE CO | $21,704,000 | – | 155,985 | +100.0% | 3.74% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $15,385,000 | – | 66,940 | +100.0% | 2.65% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $14,309,000 | – | 84,968 | +100.0% | 2.47% | – |
| EGHT | New | 8X8 INC NEW | $14,273,000 | – | 414,068 | +100.0% | 2.46% | – |
| INTC | New | INTEL CORP | $13,323,000 | – | 267,422 | +100.0% | 2.30% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $13,246,000 | – | 213,545 | +100.0% | 2.28% | – |
| USMV | New | ISHARES TRmsci usa min vol | $12,725,000 | – | 187,469 | +100.0% | 2.20% | – |
| AAPL | New | APPLE INC | $12,148,000 | – | 91,549 | +100.0% | 2.10% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $11,648,000 | – | 132,078 | +100.0% | 2.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $10,243,000 | – | 111,457 | +100.0% | 1.77% | – |
| NEE | New | NEXTERA ENERGY INC | $10,062,000 | – | 130,425 | +100.0% | 1.74% | – |
| ABBV | New | ABBVIE INC | $9,985,000 | – | 93,189 | +100.0% | 1.72% | – |
| XOM | New | EXXON MOBIL CORP | $8,704,000 | – | 211,153 | +100.0% | 1.50% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $8,606,000 | – | 23,018 | +100.0% | 1.48% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $8,465,000 | – | 144,084 | +100.0% | 1.46% | – |
| MSFT | New | MICROSOFT CORP | $8,409,000 | – | 37,807 | +100.0% | 1.45% | – |
| MUB | New | ISHARES TRnational mun etf | $8,060,000 | – | 68,771 | +100.0% | 1.39% | – |
| MO | New | ALTRIA GROUP INC | $7,600,000 | – | 185,363 | +100.0% | 1.31% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $6,473,000 | – | 137,101 | +100.0% | 1.12% | – |
| SO | New | SOUTHERN CO | $6,337,000 | – | 103,154 | +100.0% | 1.09% | – |
| IEFA | New | ISHARES TRcore msci eafe | $5,379,000 | – | 77,857 | +100.0% | 0.93% | – |
| CVX | New | CHEVRON CORP NEW | $4,979,000 | – | 58,963 | +100.0% | 0.86% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $4,699,000 | – | 24,140 | +100.0% | 0.81% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,435,000 | – | 10,561 | +100.0% | 0.76% | – |
| T | New | AT&T INC | $4,307,000 | – | 149,745 | +100.0% | 0.74% | – |
| HON | New | HONEYWELL INTL INC | $4,021,000 | – | 18,905 | +100.0% | 0.69% | – |
| VOO | New | VANGUARD INDEX FDS | $4,001,000 | – | 11,641 | +100.0% | 0.69% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,879,000 | – | 18,758 | +100.0% | 0.67% | – |
| AMZN | New | AMAZON COM INC | $3,801,000 | – | 1,167 | +100.0% | 0.66% | – |
| IEMG | New | ISHARES INCcore msci emkt | $3,580,000 | – | 57,698 | +100.0% | 0.62% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $3,566,000 | – | 18,189 | +100.0% | 0.62% | – |
| JPM | New | JPMORGAN CHASE & CO | $3,434,000 | – | 27,021 | +100.0% | 0.59% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $3,380,000 | – | 33,128 | +100.0% | 0.58% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $3,345,000 | – | 26,573 | +100.0% | 0.58% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,269,000 | – | 10,420 | +100.0% | 0.56% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $3,243,000 | – | 33,388 | +100.0% | 0.56% | – |
| GLD | New | SPDR GOLD TR | $3,206,000 | – | 17,974 | +100.0% | 0.55% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,788,000 | – | 1,591 | +100.0% | 0.48% | – |
| MMM | New | 3M CO | $2,718,000 | – | 15,552 | +100.0% | 0.47% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,594,000 | – | 28,022 | +100.0% | 0.45% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,579,000 | – | 16,390 | +100.0% | 0.44% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $2,528,000 | – | 50,150 | +100.0% | 0.44% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $2,502,000 | – | 45,336 | +100.0% | 0.43% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,380,000 | – | 16,858 | +100.0% | 0.41% | – |
| MRK | New | MERCK & CO. INC | $2,385,000 | – | 29,151 | +100.0% | 0.41% | – |
| PYPL | New | PAYPAL HLDGS INC | $2,097,000 | – | 8,952 | +100.0% | 0.36% | – |
| EV | New | EATON VANCE CORP | $2,096,000 | – | 30,862 | +100.0% | 0.36% | – |
| ABT | New | ABBOTT LABS | $2,056,000 | – | 18,775 | +100.0% | 0.36% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,047,000 | – | 24,584 | +100.0% | 0.35% | – |
| V | New | VISA INC | $2,040,000 | – | 9,327 | +100.0% | 0.35% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,009,000 | – | 40,099 | +100.0% | 0.35% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $1,974,000 | – | 8,794 | +100.0% | 0.34% | – |
| HD | New | HOME DEPOT INC | $1,903,000 | – | 7,164 | +100.0% | 0.33% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,874,000 | – | 21,735 | +100.0% | 0.32% | – |
| FB | New | FACEBOOK INCcl a | $1,830,000 | – | 6,698 | +100.0% | 0.32% | – |
| PFE | New | PFIZER INC | $1,783,000 | – | 48,440 | +100.0% | 0.31% | – |
| KO | New | COCA COLA CO | $1,767,000 | – | 32,221 | +100.0% | 0.30% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $1,634,000 | – | 26,748 | +100.0% | 0.28% | – |
| PEP | New | PEPSICO INC | $1,612,000 | – | 10,869 | +100.0% | 0.28% | – |
| REAL | New | THE REALREAL INC | $1,471,000 | – | 75,273 | +100.0% | 0.25% | – |
| DIS | New | DISNEY WALT CO | $1,460,000 | – | 8,057 | +100.0% | 0.25% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $1,442,000 | – | 3,095 | +100.0% | 0.25% | – |
| CSCO | New | CISCO SYS INC | $1,430,000 | – | 31,960 | +100.0% | 0.25% | – |
| DVY | New | ISHARES TRselect divid etf | $1,426,000 | – | 14,831 | +100.0% | 0.25% | – |
| HDV | New | ISHARES TRcore high dv etf | $1,420,000 | – | 16,201 | +100.0% | 0.24% | – |
| AGG | New | ISHARES TRcore us aggbd et | $1,417,000 | – | 11,990 | +100.0% | 0.24% | – |
| ED | New | CONSOLIDATED EDISON INC | $1,379,000 | – | 19,080 | +100.0% | 0.24% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,328,000 | – | 5,728 | +100.0% | 0.23% | – |
| TDOC | New | TELADOC HEALTH INC | $1,328,000 | – | 6,640 | +100.0% | 0.23% | – |
| NVDA | New | NVIDIA CORPORATION | $1,280,000 | – | 2,451 | +100.0% | 0.22% | – |
| GE | New | GENERAL ELECTRIC CO | $1,215,000 | – | 112,490 | +100.0% | 0.21% | – |
| TSLA | New | TESLA INC | $1,219,000 | – | 1,728 | +100.0% | 0.21% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,195,000 | – | 3,348 | +100.0% | 0.21% | – |
| SLQT | New | SELECTQUOTE INC | $1,160,000 | – | 55,911 | +100.0% | 0.20% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $1,152,000 | – | 34,777 | +100.0% | 0.20% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,137,000 | – | 649 | +100.0% | 0.20% | – |
| BAC | New | BK OF AMERICA CORP | $1,083,000 | – | 35,734 | +100.0% | 0.19% | – |
| AMGN | New | AMGEN INC | $1,075,000 | – | 4,676 | +100.0% | 0.18% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $1,057,000 | – | 9,775 | +100.0% | 0.18% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,039,000 | – | 3,399 | +100.0% | 0.18% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,033,000 | – | 8,685 | +100.0% | 0.18% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $1,026,000 | – | 12,078 | +100.0% | 0.18% | – |
| IGSB | New | ISHARES TR | $1,022,000 | – | 18,531 | +100.0% | 0.18% | – |
| FNV | New | FRANCO NEV CORP | $1,014,000 | – | 8,090 | +100.0% | 0.18% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,013,000 | – | 2,888 | +100.0% | 0.18% | – |
| NOW | New | SERVICENOW INC | $981,000 | – | 1,783 | +100.0% | 0.17% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $977,000 | – | 22,023 | +100.0% | 0.17% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $975,000 | – | 18,616 | +100.0% | 0.17% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $962,000 | – | 16,479 | +100.0% | 0.17% | – |
| TIP | New | ISHARES TRtips bd etf | $942,000 | – | 7,379 | +100.0% | 0.16% | – |
| AVGO | New | BROADCOM INC | $943,000 | – | 2,154 | +100.0% | 0.16% | – |
| CRM | New | SALESFORCE COM INC | $933,000 | – | 4,192 | +100.0% | 0.16% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $936,000 | – | 5,310 | +100.0% | 0.16% | – |
| MDT | New | MEDTRONIC PLC | $925,000 | – | 7,898 | +100.0% | 0.16% | – |
| BX | New | BLACKSTONE GROUP INC | $917,000 | – | 14,145 | +100.0% | 0.16% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $911,000 | – | 3,913 | +100.0% | 0.16% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $894,000 | – | 1,787 | +100.0% | 0.15% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $886,000 | – | 27,067 | +100.0% | 0.15% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $883,000 | – | 12,353 | +100.0% | 0.15% | – |
| LOW | New | LOWES COS INC | $866,000 | – | 5,397 | +100.0% | 0.15% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $835,000 | – | 6,549 | +100.0% | 0.14% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $824,000 | – | 1,823 | +100.0% | 0.14% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $818,000 | – | 5,449 | +100.0% | 0.14% | – |
| NVS | New | NOVARTIS AGsponsored adr | $813,000 | – | 8,606 | +100.0% | 0.14% | – |
| ECL | New | ECOLAB INC | $805,000 | – | 3,719 | +100.0% | 0.14% | – |
| BKNG | New | BOOKING HOLDINGS INC | $804,000 | – | 361 | +100.0% | 0.14% | – |
| SPLK | New | SPLUNK INC | $798,000 | – | 4,695 | +100.0% | 0.14% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $788,000 | – | 12,347 | +100.0% | 0.14% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $786,000 | – | 11,637 | +100.0% | 0.14% | – |
| CVS | New | CVS HEALTH CORP | $782,000 | – | 11,454 | +100.0% | 0.14% | – |
| BA | New | BOEING CO | $779,000 | – | 3,638 | +100.0% | 0.13% | – |
| TXN | New | TEXAS INSTRS INC | $775,000 | – | 4,724 | +100.0% | 0.13% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $766,000 | – | 3,023 | +100.0% | 0.13% | – |
| IYLD | New | ISHARES TRmrngstr inc etf | $758,000 | – | 31,490 | +100.0% | 0.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $751,000 | – | 3,115 | +100.0% | 0.13% | – |
| NKE | New | NIKE INCcl b | $746,000 | – | 5,276 | +100.0% | 0.13% | – |
| GM | New | GENERAL MTRS CO | $742,000 | – | 17,812 | +100.0% | 0.13% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $738,000 | – | 5,346 | +100.0% | 0.13% | – |
| BLK | New | BLACKROCK INC | $737,000 | – | 1,022 | +100.0% | 0.13% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $700,000 | – | 19,452 | +100.0% | 0.12% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $689,000 | – | 8,307 | +100.0% | 0.12% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $684,000 | – | 11,364 | +100.0% | 0.12% | – |
| LMT | New | LOCKHEED MARTIN CORP | $667,000 | – | 1,878 | +100.0% | 0.12% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $658,000 | – | 36,312 | +100.0% | 0.11% | – |
| EFA | New | ISHARES TRmsci eafe etf | $658,000 | – | 9,017 | +100.0% | 0.11% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $655,000 | – | 3,365 | +100.0% | 0.11% | – |
| CAT | New | CATERPILLAR INC | $649,000 | – | 3,566 | +100.0% | 0.11% | – |
| LLY | New | LILLY ELI & CO | $649,000 | – | 3,842 | +100.0% | 0.11% | – |
| WM | New | WASTE MGMT INC DEL | $644,000 | – | 5,459 | +100.0% | 0.11% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $629,000 | – | 4,913 | +100.0% | 0.11% | – |
| SHOP | New | SHOPIFY INCcl a | $630,000 | – | 557 | +100.0% | 0.11% | – |
| CL | New | COLGATE PALMOLIVE CO | $622,000 | – | 7,269 | +100.0% | 0.11% | – |
| NVCR | New | NOVOCURE LTD | $607,000 | – | 3,507 | +100.0% | 0.10% | – |
| UNP | New | UNION PAC CORP | $599,000 | – | 2,875 | +100.0% | 0.10% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $563,000 | – | 8,776 | +100.0% | 0.10% | – |
| KSU | New | KANSAS CITY SOUTHERN | $556,000 | – | 2,725 | +100.0% | 0.10% | – |
| SJM | New | SMUCKER J M CO | $559,000 | – | 4,838 | +100.0% | 0.10% | – |
| CNI | New | CANADIAN NATL RY CO | $553,000 | – | 5,035 | +100.0% | 0.10% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $538,000 | – | 6,161 | +100.0% | 0.09% | – |
| MDLA | New | MEDALLIA INC | $532,000 | – | 16,000 | +100.0% | 0.09% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $523,000 | – | 8,930 | +100.0% | 0.09% | – |
| F | New | FORD MTR CO DEL | $509,000 | – | 57,885 | +100.0% | 0.09% | – |
| IWB | New | ISHARES TRrus 1000 etf | $508,000 | – | 2,397 | +100.0% | 0.09% | – |
| DGRO | New | ISHARES TRcore div grwth | $497,000 | – | 11,094 | +100.0% | 0.09% | – |
| FDX | New | FEDEX CORP | $498,000 | – | 1,920 | +100.0% | 0.09% | – |
| FDS | New | FACTSET RESH SYS INC | $491,000 | – | 1,477 | +100.0% | 0.08% | – |
| C | New | CITIGROUP INC | $489,000 | – | 7,928 | +100.0% | 0.08% | – |
| TJX | New | TJX COS INC NEW | $480,000 | – | 7,035 | +100.0% | 0.08% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $476,000 | – | 9,203 | +100.0% | 0.08% | – |
| VMW | New | VMWARE INC | $467,000 | – | 3,333 | +100.0% | 0.08% | – |
| SE | New | SEA LTDsponsord ads | $465,000 | – | 2,338 | +100.0% | 0.08% | – |
| HYMB | New | SPDR SER TRnuveen bbg brcly | $466,000 | – | 7,905 | +100.0% | 0.08% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $457,000 | – | 8,701 | +100.0% | 0.08% | – |
| BAX | New | BAXTER INTL INC | $452,000 | – | 5,633 | +100.0% | 0.08% | – |
| SRLP | New | SPRAGUE RES LP | $455,000 | – | 24,000 | +100.0% | 0.08% | – |
| COST | New | COSTCO WHSL CORP NEW | $433,000 | – | 1,149 | +100.0% | 0.08% | – |
| SYY | New | SYSCO CORP | $430,000 | – | 5,785 | +100.0% | 0.07% | – |
| ORCL | New | ORACLE CORP | $416,000 | – | 6,428 | +100.0% | 0.07% | – |
| SQ | New | SQUARE INCcl a | $414,000 | – | 1,901 | +100.0% | 0.07% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $399,000 | – | 1,787 | +100.0% | 0.07% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $399,000 | – | 2,603 | +100.0% | 0.07% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $391,000 | – | 1,784 | +100.0% | 0.07% | – |
| MS | New | MORGAN STANLEY | $386,000 | – | 5,631 | +100.0% | 0.07% | – |
| ES | New | EVERSOURCE ENERGY | $384,000 | – | 4,435 | +100.0% | 0.07% | – |
| ABB | New | ABB LTDsponsored adr | $380,000 | – | 13,575 | +100.0% | 0.07% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $377,000 | – | 4,364 | +100.0% | 0.06% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $376,000 | – | 459 | +100.0% | 0.06% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $378,000 | – | 4,131 | +100.0% | 0.06% | – |
| EMR | New | EMERSON ELEC CO | $373,000 | – | 4,646 | +100.0% | 0.06% | – |
| SDY | New | SPDR SER TRs&p divid etf | $364,000 | – | 3,438 | +100.0% | 0.06% | – |
| IDV | New | ISHARES TRintl sel div etf | $362,000 | – | 12,280 | +100.0% | 0.06% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $361,000 | – | 1,370 | +100.0% | 0.06% | – |
| GILD | New | GILEAD SCIENCES INC | $352,000 | – | 6,041 | +100.0% | 0.06% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $352,000 | – | 13,735 | +100.0% | 0.06% | – |
| CSX | New | CSX CORP | $353,000 | – | 3,893 | +100.0% | 0.06% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $350,000 | – | 8,242 | +100.0% | 0.06% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | – | 1 | +100.0% | 0.06% | – |
| STT | New | STATE STR CORP | $346,000 | – | 4,749 | +100.0% | 0.06% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $345,000 | – | 2,656 | +100.0% | 0.06% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $350,000 | – | 1,663 | +100.0% | 0.06% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $346,000 | – | 3,731 | +100.0% | 0.06% | – |
| GLW | New | CORNING INC | $338,000 | – | 9,381 | +100.0% | 0.06% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $335,000 | – | 10,004 | +100.0% | 0.06% | – |
| IXUS | New | ISHARES TRcore msci total | $338,000 | – | 5,029 | +100.0% | 0.06% | – |
| SYK | New | STRYKER CORPORATION | $336,000 | – | 1,373 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $337,000 | – | 623 | +100.0% | 0.06% | – |
| AXP | New | AMERICAN EXPRESS CO | $333,000 | – | 2,750 | +100.0% | 0.06% | – |
| BIIB | New | BIOGEN INC | $330,000 | – | 1,347 | +100.0% | 0.06% | – |
| XBI | New | SPDR SER TRs&p biotech | $333,000 | – | 2,365 | +100.0% | 0.06% | – |
| ACN | New | ACCENTURE PLC IRELAND | $331,000 | – | 1,266 | +100.0% | 0.06% | – |
| DOW | New | DOW INC | $331,000 | – | 5,966 | +100.0% | 0.06% | – |
| TTD | New | THE TRADE DESK INC | $333,000 | – | 416 | +100.0% | 0.06% | – |
| YUMC | New | YUM CHINA HLDGS INC | $326,000 | – | 5,704 | +100.0% | 0.06% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $327,000 | – | 8,723 | +100.0% | 0.06% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $318,000 | – | 3,249 | +100.0% | 0.06% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $321,000 | – | 3,073 | +100.0% | 0.06% | – |
| PM | New | PHILIP MORRIS INTL INC | $318,000 | – | 3,843 | +100.0% | 0.06% | – |
| UL | New | UNILEVER PLCspon adr new | $312,000 | – | 5,166 | +100.0% | 0.05% | – |
| TGT | New | TARGET CORP | $305,000 | – | 1,725 | +100.0% | 0.05% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $305,000 | – | 2,104 | +100.0% | 0.05% | – |
| WMT | New | WALMART INC | $305,000 | – | 2,116 | +100.0% | 0.05% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $303,000 | – | 2,278 | +100.0% | 0.05% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $294,000 | – | 5,791 | +100.0% | 0.05% | – |
| PSK | New | SPDR SER TRwells fg pfd etf | $295,000 | – | 6,650 | +100.0% | 0.05% | – |
| TWLO | New | TWILIO INCcl a | $297,000 | – | 878 | +100.0% | 0.05% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $297,000 | – | 4,059 | +100.0% | 0.05% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $288,000 | – | 2,104 | +100.0% | 0.05% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $288,000 | – | 1,526 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $283,000 | – | 2,647 | +100.0% | 0.05% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $282,000 | – | 7,661 | +100.0% | 0.05% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $286,000 | – | 4,893 | +100.0% | 0.05% | – |
| KEY | New | KEYCORP | $281,000 | – | 17,103 | +100.0% | 0.05% | – |
| PFF | New | ISHARES TRpfd and incm sec | $278,000 | – | 7,219 | +100.0% | 0.05% | – |
| MU | New | MICRON TECHNOLOGY INC | $279,000 | – | 3,713 | +100.0% | 0.05% | – |
| IDXX | New | IDEXX LABS INC | $270,000 | – | 540 | +100.0% | 0.05% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $272,000 | – | 1,915 | +100.0% | 0.05% | – |
| USB | New | US BANCORP DEL | $261,000 | – | 5,603 | +100.0% | 0.04% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $263,000 | – | 4,256 | +100.0% | 0.04% | – |
| ROKU | New | ROKU INC | $262,000 | – | 790 | +100.0% | 0.04% | – |
| CMI | New | CUMMINS INC | $254,000 | – | 1,117 | +100.0% | 0.04% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $256,000 | – | 1,636 | +100.0% | 0.04% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $257,000 | – | 29,076 | +100.0% | 0.04% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $249,000 | – | 3,305 | +100.0% | 0.04% | – |
| LIN | New | LINDE PLC | $250,000 | – | 950 | +100.0% | 0.04% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $251,000 | – | 4,995 | +100.0% | 0.04% | – |
| TWTR | New | TWITTER INC | $247,000 | – | 4,568 | +100.0% | 0.04% | – |
| NYF | New | ISHARES TRnew york mun etf | $242,000 | – | 4,161 | +100.0% | 0.04% | – |
| SCCO | New | SOUTHERN COPPER CORP | $245,000 | – | 3,766 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $243,000 | – | 688 | +100.0% | 0.04% | – |
| CHWY | New | CHEWY INCcl a | $241,000 | – | 2,681 | +100.0% | 0.04% | – |
| AXON | New | AXON ENTERPRISE INC | $242,000 | – | 1,978 | +100.0% | 0.04% | – |
| TTE | New | TOTAL SEsponsored ads | $245,000 | – | 5,840 | +100.0% | 0.04% | – |
| DFS | New | DISCOVER FINL SVCS | $244,000 | – | 2,695 | +100.0% | 0.04% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $230,000 | – | 6,511 | +100.0% | 0.04% | – |
| IBB | New | ISHARES TRnasdaq biotech | $230,000 | – | 1,518 | +100.0% | 0.04% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $234,000 | – | 7,929 | +100.0% | 0.04% | – |
| MTB | New | M & T BK CORP | $233,000 | – | 1,827 | +100.0% | 0.04% | – |
| TSN | New | TYSON FOODS INCcl a | $224,000 | – | 3,477 | +100.0% | 0.04% | – |
| IYH | New | ISHARES TRus hlthcare etf | $227,000 | – | 923 | +100.0% | 0.04% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $224,000 | – | 1,097 | +100.0% | 0.04% | – |
| FINX | New | GLOBAL X FDSfintech etf | $219,000 | – | 4,681 | +100.0% | 0.04% | – |
| IYY | New | ISHARES TRdow jones us etf | $220,000 | – | 2,334 | +100.0% | 0.04% | – |
| DD | New | DUPONT DE NEMOURS INC | $220,000 | – | 3,098 | +100.0% | 0.04% | – |
| KHC | New | KRAFT HEINZ CO | $220,000 | – | 6,359 | +100.0% | 0.04% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $214,000 | – | 1,963 | +100.0% | 0.04% | – |
| ETN | New | EATON CORP PLC | $214,000 | – | 1,785 | +100.0% | 0.04% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $216,000 | – | 5,344 | +100.0% | 0.04% | – |
| CLX | New | CLOROX CO DEL | $217,000 | – | 1,074 | +100.0% | 0.04% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $212,000 | – | 3,488 | +100.0% | 0.04% | – |
| ARKK | New | ARK ETF TRinnovation etf | $207,000 | – | 1,662 | +100.0% | 0.04% | – |
| DOV | New | DOVER CORP | $211,000 | – | 1,670 | +100.0% | 0.04% | – |
| BP | New | BP PLCsponsored adr | $211,000 | – | 10,300 | +100.0% | 0.04% | – |
| ZTS | New | ZOETIS INCcl a | $210,000 | – | 1,270 | +100.0% | 0.04% | – |
| PH | New | PARKER-HANNIFIN CORP | $210,000 | – | 770 | +100.0% | 0.04% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $206,000 | – | 937 | +100.0% | 0.04% | – |
| O | New | REALTY INCOME CORP | $210,000 | – | 3,370 | +100.0% | 0.04% | – |
| AON | New | AON PLC | $202,000 | – | 957 | +100.0% | 0.04% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $200,000 | – | 5,015 | +100.0% | 0.04% | – |
| PANW | New | PALO ALTO NETWORKS INC | $201,000 | – | 566 | +100.0% | 0.04% | – |
| PSP | New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $188,000 | – | 13,947 | +100.0% | 0.03% | – |
| SAND | New | SANDSTORM GOLD LTD | $152,000 | – | 21,170 | +100.0% | 0.03% | – |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $149,000 | – | 10,000 | +100.0% | 0.03% | – |
| KMI | New | KINDER MORGAN INC DEL | $145,000 | – | 10,602 | +100.0% | 0.02% | – |
| BRKL | New | BROOKLINE BANCORP INC DEL | $139,000 | – | 11,567 | +100.0% | 0.02% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $133,000 | – | 10,261 | +100.0% | 0.02% | – |
| ET | New | ENERGY TRANSFER LP | $126,000 | – | 20,349 | +100.0% | 0.02% | – |
| LILAK | New | LIBERTY LATIN AMERICA LTD | $113,000 | – | 10,152 | +100.0% | 0.02% | – |
| VKTX | New | VIKING THERAPEUTICS INC | $89,000 | – | 15,778 | +100.0% | 0.02% | – |
| IVV | New | ISHARES TRput | $75,000 | – | 200 | +100.0% | 0.01% | – |
| SLQT | New | SELECTQUOTE INCcall | $62,000 | – | 3,000 | +100.0% | 0.01% | – |
| New | HANNON ARMSTRONG SUST INFR Cnote 4.125% 9/0 | $47,000 | – | 20,000 | +100.0% | 0.01% | – | |
| IWM | New | ISHARES TRput | $39,000 | – | 200 | +100.0% | 0.01% | – |
| AMPE | New | AMPIO PHARMACEUTICALS INC | $38,000 | – | 24,000 | +100.0% | 0.01% | – |
| SAN | New | BANCO SANTANDER S.A.adr | $33,000 | – | 10,939 | +100.0% | 0.01% | – |
| New | ATLAS AIR WORLDWIDE HLDGS INnote 1.875% 6/0 | $33,000 | – | 29,000 | +100.0% | 0.01% | – | |
| NGD | New | NEW GOLD INC CDA | $30,000 | – | 13,747 | +100.0% | 0.01% | – |
| New | PACIRA BIOSCIENCES INCnote 2.375% 4/0 | $28,000 | – | 24,000 | +100.0% | 0.01% | – | |
| New | GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $21,000 | – | 20,000 | +100.0% | 0.00% | – | |
| New | HCI GROUP INCnote 4.250% 3/0 | $22,000 | – | 21,000 | +100.0% | 0.00% | – | |
| New | SUPERNUS PHARMACEUTICALS INCnote 0.625% 4/0 | $24,000 | – | 25,000 | +100.0% | 0.00% | – | |
| NGL | New | NGL ENERGY PARTNERS LP | $26,000 | – | 10,728 | +100.0% | 0.00% | – |
| New | VISHAY INTERTECHNOLOGY INCnote 2.250% 6/1 | $18,000 | – | 17,000 | +100.0% | 0.00% | – | |
| New | PRA GROUP INCnote 3.500% 6/0 | $20,000 | – | 18,000 | +100.0% | 0.00% | – | |
| New | GREENBRIER COS INCnote 2.875% 2/0 | $17,000 | – | 17,000 | +100.0% | 0.00% | – | |
| New | ARES CAPITAL CORPnote 4.625% 3/0 | $13,000 | – | 12,000 | +100.0% | 0.00% | – | |
| New | MFA FINL INCnote 6.250% 6/1 | $13,000 | – | 13,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 8.7% |
| MCDONALDS CORP COM | 12 | Q3 2023 | 5.3% |
| DUKE ENERGY CORP NEW COM NEW | 12 | Q3 2023 | 4.7% |
| PROCTER AND GAMBLE CO COM | 12 | Q3 2023 | 3.7% |
| WAYFAIR INC CL A | 12 | Q3 2023 | 7.6% |
| EXXON MOBIL CORP COM | 12 | Q3 2023 | 3.1% |
| ISHARES TR | 12 | Q3 2023 | 2.7% |
| UNITED PARCEL SERVICE INC CL B | 12 | Q3 2023 | 2.5% |
| BRISTOL-MYERS SQUIBB CO COM | 12 | Q3 2023 | 2.7% |
| APPLE INC COM | 12 | Q3 2023 | 2.5% |
View Mayflower Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
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.