Latest Mayflower Financial Advisors, LLC Stock Portfolio

Mayflower Financial Advisors, LLC Performance:
2025 Q2: 9.37%YTD: 6.36%2024: 10.14%

Performance for 2025 Q2 is 9.37%, and YTD is 6.36%, and 2024 is 10.14%.

About Mayflower Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

Mayflower Financial Advisors, LLC is a hedge fund based in BOSTON, MA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1 Billions. In it's latest 13F Holdings report, Mayflower Financial Advisors, LLC reported an equity portfolio of $718.9 Millions as of 30 Jun, 2025.

The top stock holdings of Mayflower Financial Advisors, LLC are IJR, BIL, MSFT. The fund has invested 5.1% of it's portfolio in ISHARES TR and 3.1% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off ISHARES TR (ACWF), ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (AAXJ) and ISHARES TR (IJR). Mayflower Financial Advisors, LLC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (AGT) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), BONDBLOXX ETF TRUST (XHYC) and INVESCO EXCHANGE TRADED FD T (CSD).

Mayflower Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Mayflower Financial Advisors, LLC made a return of 9.37% in the last quarter. In trailing 12 months, it's portfolio return was 12.6%.
20212022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
spdr series trust3,684,140
ishares tr2,744,910
blackrock etf trust1,652,010
ishares gold tr493,827
capital one finl corp416,371
bank montreal que377,382
capital group growth etf364,222
ati inc349,806

New stocks bought by Mayflower Financial Advisors, LLC

Additions

Ticker% Inc.
blackrock etf trust1,190
bondbloxx etf trust100
invesco exchange traded fd t91.2
vanguard mun bd fds65.31
ishares inc55.64
ishares tr50.06
schwab strategic tr48.42
ishares tr48.27

Additions to existing portfolio by Mayflower Financial Advisors, LLC

Reductions

Ticker% Reduced
ishares inc-79.94
ishares tr-65.58
ishares tr-64.83
cloudflare inc-63.56
spdr series trust-49.21
bristol-myers squibb co-47.04
klaviyo inc-45.96
select sector spdr tr-45.66

Mayflower Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,296,210
vishay intertechnology inc-16,640
schwab strategic tr-218,789
schwab strategic tr-206,919
kraft heinz co-228,864
dow inc-247,422
vanguard charlotte fds-345,432
schlumberger ltd-292,433

Mayflower Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Mayflower Financial Advisors, LLC has about 61% of it's holdings in Others sector.

62%12%
Sector%
Others61
Technology11.7
Financial Services5.5
Consumer Cyclical4.1
Industrials3.7
Healthcare3.5
Communication Services3.2
Consumer Defensive2.6
Utilities2.1
Energy1.3

Market Cap. Distribution

Mayflower Financial Advisors, LLC has about 35% of it's portfolio invested in the large-cap and mega-cap stocks.

61%19%16%
Category%
UNALLOCATED60.9
MEGA-CAP18.8
LARGE-CAP16.2
SMALL-CAP2.2
MID-CAP1.7

Stocks belong to which Index?

About 35.5% of the stocks held by Mayflower Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

65%33%
Index%
Others64.6
S&P 50032.7
RUSSELL 20002.8
Top 5 Winners (%)%
AMPS
ishares tr
345.9 %
AMPS
ishares tr
316.8 %
COIN
coinbase global inc
94.0 %
AVGO
broadcom inc
64.3 %
PLTR
palantir technologies inc
61.3 %
Top 5 Winners ($)$
AMPS
ishares tr
23.2 M
MSFT
microsoft corp
5.2 M
IJR
ishares tr
3.5 M
NVDA
nvidia corporation
3.3 M
W
wayfair inc
3.1 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-34.5 %
SLQT
selectquote inc
-28.7 %
BMY
bristol-myers squibb co
-22.6 %
TMO
thermo fisher scientific inc
-18.5 %
OKE
oneok inc new
-17.7 %
Top 5 Losers ($)$
AAPL
apple inc
-1.5 M
UNH
unitedhealth group inc
-0.9 M
CVX
chevron corp new
-0.5 M
ABBV
abbvie inc
-0.4 M
XOM
exxon mobil corp
-0.3 M

Mayflower Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

IJRBILMSFTIBCEAAPLIJRSPYFNDANVDAAAXJFNDABECOEMGFACWFIJRVTEBWAMZNIJRAMPSGOOGIBCEAVGOGOOGIJRVBVEABIVMSAAXJVBMETAIJRJPMMDYXHYCAA..IJ..MO..GL..VAAXJBECOACESAAXJHONVEUH..

Current Stock Holdings of Mayflower Financial Advisors, LLC

Mayflower Financial Advisors, LLC has 384 stocks in it's portfolio. About 24.4% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Mayflower Financial Advisors, LLC last quarter.

Last Reported on: 04 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of ISHARES TR Position Held By Mayflower Financial Advisors, LLC

What % of Portfolio is IJR?:

No data available

Number of IJR shares held:

No data available

Change in No. of Shares Held:

No data available