Mayflower Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$663M
Signature - Title
Vinson Brod - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Mayflower Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mayflower Financial Advisors, LLC reported 370 stock holdings with total value $663M as of Q3 2024. Top holdings included IVV, KVYO, AAPL, SPLG, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 370 $663M +$48.2M -$36M +$12.2M IVV, KVYO, AAPL, SPLG, MSFT 13F-HR 11/4/2024, 08:55 AM
Q2 2024 354 $597M +$31.3M -$22.1M +$9.12M IVV, MSFT, SPLG, AAPL, SPY 13F-HR 8/2/2024, 01:56 PM
Q1 2024 355 $587M +$52.4M -$214M -$161M IVV, SPLG, MSFT, AAPL, SPY 13F-HR 4/29/2024, 01:18 PM
Q4 2023 343 $709M +$34.6M -$28.4M +$6.25M IVV, MCD, DUK, SPLG, PG 13F-HR 1/22/2024, 08:57 AM
Q3 2023 340 $655M +$13.5M -$81.6M -$68.1M IVV, MCD, DUK, XOM, PG 13F-HR 10/12/2023, 08:34 AM
Q2 2023 357 $755M +$20.3M -$34.2M -$13.9M IVV, MCD, DUK, PG, XOM 13F-HR 7/13/2023, 02:22 PM
Q1 2023 354 $744M +$49.5M -$29.4M +$20.2M IVV, MCD, DUK, PG, XOM 13F-HR 4/12/2023, 10:54 AM
Q4 2022 353 $711M +$69M -$26.4M +$42.6M IVV, MCD, DUK, PG, XOM Restatement 1/25/2023, 11:32 AM
Q3 2022 339 $611M +$37.5M -$19.2M +$18.3M IVV, MCD, DUK, PG, XOM Restatement 10/19/2022, 10:59 AM
Q2 2022 336 $637M +$33.8M -$32.5M +$1.36M IVV, DUK, MCD, PG, BMY 13F-HR 7/15/2022, 11:58 AM
Q1 2022 363 $728M +$34.6M -$16M +$18.6M IVV, MCD, DUK, PG, IJH 13F-HR 4/21/2022, 03:57 PM
Q4 2021 352 $741M +$36.2M -$29.1M +$7.11M IVV, MCD, W, DUK, PG 13F-HR 1/20/2022, 06:04 PM
Q3 2021 340 $735M +$49.1M -$19.1M +$30M IVV, W, MCD, DUK, PG 13F-HR 10/26/2021, 02:49 PM
Q2 2021 323 $714M +$40.8M -$16.7M +$24.1M IVV, W, MCD, DUK, PG 13F-HR 7/29/2021, 04:09 PM
Q1 2021 300 $665M +$55.7M -$9.96M +$45.8M IVV, W, MCD, DUK, PG 13F-HR 4/22/2021, 09:02 PM
Q4 2020 287 $579M $0 $0 IVV, MCD, W, DUK, PG 13F-HR 4/9/2021, 06:49 PM