Mayflower Financial Advisors, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$587M
Signature - Title
Vinson Brod - Chief Compliance Officer
Location
265 Franklin Street, Suite 401, Boston, Massachusetts
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 345 $587M +$52.4M -$214M -$161M IVV, SPLG, MSFT, AAPL, SPY, IJH 13F-HR 4/29/2024, 01:18 PM
Q4 2023 333 $709M +$34.6M -$28.4M +$6.25M IVV, MCD, DUK, SPLG, PG, AAPL 13F-HR 1/22/2024, 08:57 AM
Q3 2023 329 $655M +$13.5M -$81.6M -$68.1M IVV, MCD, DUK, XOM, PG, AAPL 13F-HR 10/12/2023, 08:34 AM
Q2 2023 346 $755M +$20.3M -$34.2M -$13.9M IVV, MCD, DUK, PG, XOM, SPLG 13F-HR 7/13/2023, 02:22 PM
Q1 2023 354 $761M +$50.2M -$25.1M +$25.2M IVV, MCD, DUK, PG, XOM, SPLG 13F-HR 4/12/2023, 10:54 AM
Q4 2022 353 $720M +$69.2M -$21.4M +$47.8M IVV, MCD, DUK, PG, XOM, CVX RESTATEMENT 1/25/2023, 10:32 AM
Q3 2022 339 $621M +$40.1M -$13.5M +$26.6M IVV, MCD, DUK, PG, XOM, BMY RESTATEMENT 10/19/2022, 10:59 AM
Q2 2022 336 $653M +$36.9M -$21.4M +$15.5M IVV, DUK, MCD, PG, BMY, XOM 13F-HR 7/15/2022, 11:58 AM
Q1 2022 363 $743M +$36.8M -$12.6M +$24.1M IVV, MCD, DUK, PG, IJH, UPS 13F-HR 4/21/2022, 03:57 PM
Q4 2021 352 $753M +$41.3M -$5.31M +$36M IVV, MCD, W, DUK, PG, IJH 13F-HR 1/20/2022, 05:04 PM
Q3 2021 340 $741M +$54.2M -$14.6M +$39.6M IVV, W, MCD, DUK, PG, IJH 13F-HR 10/26/2021, 02:49 PM
Q2 2021 331 $727M +$45.3M -$15.9M +$29.5M IVV, W, MCD, DUK, PG, IJH 13F-HR 7/29/2021, 04:09 PM
Q1 2021 304 $675M +$64.8M -$5.39M +$59.4M IVV, W, MCD, DUK, PG, IJH 13F-HR 4/22/2021, 09:02 PM
Q4 2020 290 $580M IVV, MCD, W, DUK, PG, IJH 13F-HR 4/9/2021, 06:49 PM