 |
Size ($ in 1000's)
At 03/31/2024: $1,285,169
At 12/31/2023: $1,049,983
Mayflower Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mayflower Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Mayflower Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Mayflower Financial Advisors LLC.
In the Mayflower Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mayflower Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Mayflower Financial Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| BLACKROCK INC |
416,014 |
+414,300 |
$346,831 | | BLK | 416,014 | +414,300 | $346,831 | | VERTEX PHARMACEUTICALS INC |
729,139 |
+27 |
$304,787 | | VRTX | 729,139 | +27 | $304,787 | | ISHARES TR (IVV) |
117,344 |
+59 |
$61,691 | | IVV | 117,344 | +59 | $61,691 | | SPDR SER TR (SPLG) |
304,839 |
-54,202 |
$18,757 | | SPLG | 304,839 | -54,202 | $18,757 | | MICROSOFT CORP |
43,906 |
+63 |
$18,472 | | MSFT | 43,906 | +63 | $18,472 | | APPLE INC |
96,721 |
-4,558 |
$15,797 | | AAPL | 96,721 | -4,558 | $15,797 | | SPDR S&P 500 ETF TR (SPY) |
22,321 |
-65 |
$11,675 | | SPY | 22,321 | -65 | $11,675 | | ISHARES TR (IJH) |
191,155 |
+151,060 |
$11,611 | | IJH | 191,155 | +151,060 | $11,611 | | BANK AMERICA CORP |
298,386 |
-324 |
$11,315 | | BAC | 298,386 | -324 | $11,315 | | WAYFAIR INC |
162,519 |
UNCH |
$11,032 | | W | 162,519 | UNCH | $11,032 | | ISHARES TR (QUAL) |
62,568 |
+9,586 |
$10,283 | | QUAL | 62,568 | +9,586 | $10,283 | | VANGUARD BD INDEX FDS (BND) |
129,237 |
+10,486 |
$9,386 | | BND | 129,237 | +10,486 | $9,386 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$9,260 | | BRK.B | 20,513 | +234 | $8,626 | | BRK.A | 1 | UNCH | $634 | | ISHARES TR (IUSB) |
197,609 |
+78,486 |
$9,009 | | IUSB | 197,609 | +78,486 | $9,009 | | ISHARES TR (MUB) |
67,591 |
+3,573 |
$7,273 | | MUB | 67,591 | +3,573 | $7,273 | | ISHARES TR (USMV) |
86,409 |
-12,414 |
$7,222 | | USMV | 86,409 | -12,414 | $7,222 | | ISHARES TR (IVW) |
82,254 |
+26,946 |
$6,946 | | IVW | 82,254 | +26,946 | $6,946 | | VANGUARD SCOTTSDALE FDS (VCSH) |
87,164 |
+1,856 |
$6,739 | | VCSH | 87,164 | +1,856 | $6,739 | | ISHARES TR (IJR) |
60,461 |
-3,040 |
$6,682 | | IJR | 60,461 | -3,040 | $6,682 | | ISHARES TR (TIP) |
60,832 |
-5,128 |
$6,534 | | TIP | 60,832 | -5,128 | $6,534 | | MATIV HOLDINGS INC |
340,100 |
+27,500 |
$6,377 | | MATV | 340,100 | +27,500 | $6,377 | | KLAVIYO INC |
243,448 |
+243,448 |
$6,203 | | KVYO | 243,448 | +243,448 | $6,203 | | ISHARES TR (IEFA) |
82,522 |
-1,286 |
$6,125 | | IEFA | 82,522 | -1,286 | $6,125 | | ALPHABET INC |
38,765 |
-5,801 |
$5,851 | | GOOGL | 38,765 | -5,801 | $5,851 | | SCHWAB STRATEGIC TR |
126,094 |
+4,771 |
$5,800 | | SCHZ | 126,094 | +4,771 | $5,800 | | NVIDIA CORPORATION |
6,275 |
-4,116 |
$5,670 | | NVDA | 6,275 | -4,116 | $5,670 | | AMAZON COM INC |
31,989 |
-162,922 |
$5,582 | | AMZN | 31,989 | -162,922 | $5,582 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
10,005 |
-138 |
$5,567 | | MDY | 10,005 | -138 | $5,567 | | VANGUARD INDEX FDS (VTI) |
20,818 |
+7 |
$5,410 | | VTI | 20,818 | +7 | $5,410 | | VANGUARD TAX MANAGED FDS (VEA) |
105,589 |
-1,955 |
$5,297 | | VEA | 105,589 | -1,955 | $5,297 | | ISHARES TR (SUB) |
48,749 |
-1,395 |
$5,105 | | SUB | 48,749 | -1,395 | $5,105 | | BLACKROCK ETF TRUST (DYNF) |
113,606 |
+113,606 |
$5,044 | | DYNF | 113,606 | +113,606 | $5,044 | | ISHARES TR (ESGU) |
43,117 |
-10,990 |
$4,957 | | ESGU | 43,117 | -10,990 | $4,957 | | SCHWAB STRATEGIC TR |
60,041 |
-5,877 |
$4,841 | | SCHD | 60,041 | -5,877 | $4,841 | | ISHARES TR (OEF) |
19,349 |
-5,338 |
$4,787 | | OEF | 19,349 | -5,338 | $4,787 | | SPDR SER TR (TFI) |
102,258 |
-129 |
$4,753 | | TFI | 102,258 | -129 | $4,753 | | ISHARES TR (IVE) |
24,531 |
+18,987 |
$4,583 | | IVE | 24,531 | +18,987 | $4,583 | | VANGUARD MUN BD FDS (VTEB) |
89,843 |
-330 |
$4,546 | | VTEB | 89,843 | -330 | $4,546 | | SPDR SER TR (SDY) |
33,287 |
+485 |
$4,369 | | SDY | 33,287 | +485 | $4,369 | | EXXON MOBIL CORP |
36,890 |
-132,490 |
$4,288 | | XOM | 36,890 | -132,490 | $4,288 | | HONEYWELL INTL INC |
20,342 |
+545 |
$4,175 | | HON | 20,342 | +545 | $4,175 | | ALPHABET INC |
27,073 |
+792 |
$4,122 | | GOOG | 27,073 | +792 | $4,122 | | JPMORGAN CHASE & CO |
20,102 |
-230 |
$4,026 | | JPM | 20,102 | -230 | $4,026 | | ISHARES INC (IEMG) |
75,279 |
-11,797 |
$3,884 | | IEMG | 75,279 | -11,797 | $3,884 | | ISHARES TR (EFG) |
35,877 |
+4,226 |
$3,724 | | EFG | 35,877 | +4,226 | $3,724 | | MORGAN STANLEY |
39,500 |
-1,219 |
$3,719 | | MS | 39,500 | -1,219 | $3,719 | | MERCK & CO INC |
27,125 |
-14 |
$3,579 | | MRK | 27,125 | -14 | $3,579 | | BROADCOM INC |
2,639 |
-194 |
$3,498 | | AVGO | 2,639 | -194 | $3,498 | | ISHARES TR (IWM) |
16,156 |
+59 |
$3,398 | | IWM | 16,156 | +59 | $3,398 | | VANGUARD INDEX FDS (VOO) |
7,049 |
-1,255 |
$3,389 | | VOO | 7,049 | -1,255 | $3,389 |
See Full List: All Stocks Held By Mayflower Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mayflower Financial Advisors LLC
|
|
