Mayflower Financial Advisors, LLC

CIK: 0001852930SEC EDGAR →

Portfolio Value

$826.9M

Holdings

414

As of

Q4 2025

New Positions

414

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

57,663$39.5M
4.78%
2

SPDR SERIES TRUST

324,040$26.0M
3.14%
3

APPLE INC

87,656$23.8M
2.88%
4

MICROSOFT CORP

44,004$21.3M
2.57%
5

ISHARES TR

82,994$16.5M
1.99%
6

WAYFAIR INC

162,669$16.3M
1.98%
7

ISHARES TR

119,499$14.7M
1.78%
8

SCHWAB STRATEGIC TR

523,314$14.4M
1.74%
9

BLACKROCK ETF TRUST

230,375$14.0M
1.69%
10

ISHARES TR

63,334$13.4M
1.62%

Quarterly Changes

Top Buys

IVVNEW
$39.5M
SPYMNEW
$26.0M
AAPLNEW
$23.8M
MSFTNEW
$21.3M
QUALNEW
$16.5M

Top Sells

No sells this quarter

New Positions (414)

$39.5M · 58K shares
$26.0M · 324K shares
$23.8M · 88K shares
$21.3M · 44K shares
$16.5M · 83K shares
$16.3M · 163K shares
$14.7M · 119K shares
$14.4M · 523K shares
$14.0M · 230K shares
$13.4M · 63K shares
$13.3M · 43K shares
$13.1M · 19K shares
$12.4M · 66K shares
$12.0M · 239K shares
$10.8M · 34K shares
$10.3M · 442K shares
$10.2M · 20K shares
$9.8M · 146K shares
$9.4M · 158K shares
$8.7M · 37K shares
$8.6M · 120K shares
$8.4M · 180K shares
$7.8M · 87K shares
$7.4M · 113K shares
$7.4M · 227K shares
$7.0M · 20K shares
$7.0M · 74K shares
$6.9M · 57K shares
$6.7M · 90K shares
$6.6M · 37K shares
$6.5M · 140K shares
$6.5M · 19K shares
$6.3M · 100K shares
$6.2M · 10K shares
$5.7M · 18K shares
$5.5M · 96K shares
$5.4M · 16K shares
$5.4M · 14K shares
$5.2M · 8K shares
$5.0M · 131K shares
$4.9M · 52K shares
$4.8M · 91K shares
$4.8M · 23K shares
$4.7M · 44K shares
$4.7M · 141K shares
$4.6M · 21K shares
$4.6M · 375K shares
$4.4M · 31K shares
$4.4M · 19K shares
$4.4M · 37K shares
$4.3M · 24K shares
$4.2M · 40K shares
$4.2M · 73K shares
$4.2M · 7K shares
$4.0M · 4K shares
$3.9M · 83K shares
$3.9M · 11K shares
$3.9M · 50K shares
$3.8M · 44K shares
$3.8M · 15K shares
$3.7M · 54K shares
$3.6M · 6K shares
$3.6M · 23K shares
$3.5M · 19K shares
$3.4M · 12K shares
$3.2M · 91K shares
$3.2M · 16K shares
$3.2M · 44K shares
$3.2M · 22K shares
$3.2M · 26K shares
$3.1M · 5K shares
$3.0M · 59K shares
$2.9M · 24K shares
$2.9M · 52K shares
$2.8M · 6K shares
$2.8M · 5K shares
$2.7M · 7K shares
$2.6M · 492 shares
$2.6M · 13K shares
$2.5M · 20K shares
$2.4M · 17K shares
$2.4M · 5K shares
$2.3M · 31K shares
$2.3M · 13K shares
$2.3M · 14K shares
$2.2M · 29K shares
$2.2M · 15K shares
$2.2M · 32K shares
$2.2M · 8K shares
$2.1M · 7K shares
$2.1M · 54K shares
$2.1M · 6K shares
$2.0M · 14K shares
$2.0M · 19K shares
$2.0M · 5K shares
$2.0M · 20K shares
$2.0M · 35K shares
$2.0M · 25K shares
$1.9M · 7K shares
$1.9M · 29K shares
$1.9M · 22K shares
$1.9M · 23K shares
$1.9M · 19K shares
$1.7M · 30K shares
$1.7M · 43K shares
$1.7M · 2K shares
$1.7M · 2K shares
$1.7M · 3K shares
$1.6M · 3K shares
$1.6M · 11K shares
$1.6M · 38K shares
$1.6M · 5K shares
$1.6M · 11K shares
$1.6M · 22K shares
$1.6M · 18K shares
$1.6M · 24K shares
$1.5M · 22K shares
$1.5M · 2K shares
$1.5M · 10K shares
$1.5M · 5K shares
$1.5M · 59K shares
$1.5M · 59K shares
$1.4M · 20K shares
$1.4M · 10K shares
$1.4M · 14K shares
$1.4M · 7K shares
$1.3M · 2K shares
$1.3M · 24K shares
$1.3M · 53K shares
$1.3M · 4K shares
$1.3M · 33K shares
$1.3M · 8K shares
$1.2M · 6K shares
$1.2M · 8K shares
$1.2M · 11K shares
$1.2M · 68K shares
$1.2M · 1.1M shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 3K shares
$1.2M · 3K shares
$1.1M · 7K shares
$1.1M · 12K shares
$1.1M · 10K shares
$1.1M · 6K shares
$1.1M · 14K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.1M · 2K shares
$1.1M · 35K shares
$1.1M · 4K shares
$1.1M · 8K shares
$1.1M · 8K shares
$1.1M · 15K shares
$1.1M · 26K shares
$1.0M · 42K shares
$1.0M · 41K shares
$1.0M · 4K shares
$1.0M · 10K shares
$1.0M · 13K shares
$1.0M · 5K shares
$998K · 33K shares
$992K · 2K shares
$990K · 3K shares
$959K · 9K shares
$957K · 13K shares
$955K · 22K shares
$941K · 21K shares
$926K · 39K shares
$899K · 10K shares
$875K · 3K shares
$870K · 19K shares
$864K · 7K shares
$864K · 3K shares
$847K · 2K shares
$828K · 10K shares
$826K · 4K shares
$826K · 15K shares
$811K · 9K shares
$809K · 3K shares
$808K · 5K shares
$800K · 8K shares
$798K · 17K shares
$790K · 4K shares
$776K · 14K shares
$774K · 9K shares
$767K · 9K shares
$766K · 389K shares
$761K · 18K shares
$750K · 1K shares
$747K · 29K shares
$746K · 2K shares
$740K · 46K shares
$740K · 17K shares
$738K · 7K shares
$735K · 9K shares
$721K · 5K shares
$713K · 1K shares
$711K · 3K shares
$704K · 802 shares
$703K · 5K shares
$691K · 3K shares
$683K · 8K shares
$680K · 5K shares
$674K · 19K shares
$674K · 3K shares
$662K · 6K shares
$650K · 2K shares
$646K · 26K shares
$643K · 3K shares
$638K · 1K shares
$636K · 6K shares
$626K · 10K shares
$618K · 1K shares
$615K · 1K shares
$614K · 12K shares
$606K · 16K shares
$604K · 14K shares
$600K · 13K shares
$599K · 7K shares
$598K · 10K shares
$596K · 6K shares
$594K · 9K shares
$590K · 9K shares
$588K · 2K shares
$585K · 7K shares
$582K · 2K shares
$582K · 15K shares
$581K · 1K shares
$574K · 3K shares
$571K · 22K shares
$571K · 7K shares
$571K · 11K shares
$571K · 6K shares
$570K · 5K shares
$552K · 8K shares
$551K · 4K shares
$541K · 5K shares
$531K · 4K shares
$530K · 4K shares
$529K · 4K shares
$528K · 18K shares
$527K · 11K shares
$518K · 5K shares
$518K · 1K shares
$515K · 9K shares
$506K · 1K shares
$505K · 887 shares
$502K · 2K shares
$495K · 7K shares
$493K · 8K shares
$492K · 4K shares
$485K · 454 shares
$483K · 2K shares
$474K · 5K shares
$471K · 13K shares
$470K · 5K shares
$464K · 5K shares
$461K · 8K shares
$459K · 694 shares
$457K · 6K shares
$455K · 9K shares
$453K · 9K shares
$452K · 3K shares
$451K · 2K shares
$449K · 5K shares
$442K · 34K shares
$440K · 4K shares
$438K · 2K shares
$430K · 13K shares
$428K · 2K shares
$425K · 2K shares
$420K · 8K shares
$417K · 12K shares
$415K · 8K shares
$410K · 11K shares
$403K · 9K shares
$402K · 5K shares
$401K · 7K shares
$399K · 5K shares
$399K · 1K shares
$398K · 2K shares
$398K · 9K shares
$394K · 3K shares
$391K · 3K shares
$390K · 3K shares
$389K · 2K shares
$384K · 4K shares
$380K · 33K shares
$377K · 3K shares
$373K · 15K shares
$373K · 3K shares
$371K · 5K shares
$370K · 5K shares
$369K · 18K shares
$367K · 4K shares
$364K · 2K shares
$363K · 1K shares
$362K · 5K shares
$361K · 535 shares
$361K · 1K shares
$359K · 1K shares
$358K · 257 shares
$356K · 3K shares
$355K · 12K shares
$353K · 2K shares
$351K · 2K shares
$351K · 3K shares
$350K · 15K shares
$349K · 16K shares
$348K · 4K shares
$344K · 7K shares
$343K · 4K shares
$343K · 4K shares
$342K · 736 shares
$340K · 6K shares
$337K · 10K shares
$336K · 611 shares
$336K · 1K shares
$335K · 9K shares
$329K · 6K shares
$329K · 3K shares
$328K · 1K shares
$327K · 738 shares
$326K · 3K shares
$324K · 4K shares
$323K · 2K shares
$322K · 14K shares
$321K · 531 shares
$318K · 6K shares
$317K · 5K shares
$316K · 2K shares
$314K · 1K shares
$313K · 4K shares
$313K · 2K shares
$313K · 3K shares
$311K · 3K shares
$304K · 536 shares
$299K · 3K shares
$297K · 2K shares
$296K · 4K shares
$287K · 11K shares
$285K · 353 shares
$284K · 6K shares
$282K · 17K shares
$279K · 7K shares
$277K · 2K shares
$277K · 1K shares
$277K · 6K shares
$273K · 5K shares
$271K · 11K shares
$271K · 2K shares
$271K · 5K shares
$270K · 6K shares
$269K · 4K shares
$267K · 4K shares
$267K · 14K shares
$266K · 5K shares
$265K · 4K shares
$264K · 2K shares
$262K · 17K shares
$262K · 9K shares
$262K · 1K shares
$262K · 464 shares
$262K · 3K shares
$258K · 6K shares
$257K · 5K shares
$256K · 1K shares
$253K · 3K shares
$252K · 6K shares
$247K · 27K shares
$246K · 697 shares
$245K · 9K shares
$244K · 3K shares
$243K · 1K shares
$239K · 8K shares
$234K · 409 shares
$232K · 2K shares
$230K · 796 shares
$228K · 4K shares
$228K · 1K shares
$227K · 3K shares
$223K · 9K shares
$223K · 2K shares
$219K · 9K shares
$218K · 1K shares
$218K · 4K shares
$217K · 3K shares
$212K · 4K shares
$212K · 991 shares
$210K · 4K shares
$210K · 840 shares
$210K · 3K shares
$210K · 4K shares
$209K · 1K shares
$209K · 751 shares
$207K · 616 shares
$206K · 2K shares
$205K · 2K shares
$205K · 969 shares
$203K · 8K shares
$201K · 6K shares
$201K · 3K shares
$164K · 18K shares
$162K · 14K shares
$156K · 10K shares
$146K · 14K shares
$143K · 21K shares
$104K · 12K shares
$79K · 10K shares
$44K · 16K shares
$40K · 28K shares
$21K · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services216$490.1M59.3%
Technology45$110.5M13.4%
Unknown19$49.7M6.0%
Consumer Cyclical16$39.8M4.8%
Communication Services9$33.9M4.1%
Healthcare27$30.9M3.7%
Industrials36$26.4M3.2%
Consumer Defensive12$16.3M2.0%
Energy14$11.8M1.4%
Basic Materials8$9.9M1.2%
Utilities9$5.3M0.6%
Real Estate3$2.1M0.3%