Mayflower Financial Advisors, LLC Purchases in Q4 2024

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
104
+ 3.78%
$343.9 - $376.86 $35.8K - $39.2K
2.86K $1M
IFRA
Ishares Tr

ETFs
950
+ 4.69%
$45.94 - $51.71 $43.6K - $49.1K
21.2K $981K
NKE
Nike, Inc.

Consumer Cyclical
2.01K
+ 20.82%
$73.36 - $89.13 $147K - $179K
11.6K $880K
PWR
Quanta Services, Inc.

Industrials
10
+ 0.73%
$296.05 - $346.6 $2.96K - $3.47K
1.38K $436K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.08%
$449.69 - $495.72 $450 - $496
1.2K $577K
WTW
Willis Towers Watson PLC

Financial Services
13
+ 1.16%
$287.99 - $332.53 $3.74K - $4.32K
1.14K $354K
VV
Vanguard Large Cap ETF

ETFs
9
+ 0.32%
$260.27 - $280.65 $2.34K - $2.53K
2.84K $767K
IAU
Ishares Gold Trust

ETFs
497
+ 2.86%
$48.37 - $52.65 $24K - $26.2K
17.9K $885K
MTB
M&T Bank Corp

Financial Services
10
+ 0.56%
$172.48 - $221.95 $1.72K - $2.22K
1.81K $339K
GNMA
Ishares Gnma Bond ETF

ETFs
1.02K
+ 7.71%
$42.8 - $44.74 $43.7K - $45.6K
14.2K $611K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
+ 4.16%
$53.94 - $58.15 $10.8K - $11.6K
5.01K $282K
ETN
Eaton Corp PLC

Industrials
49
+ 1.57%
$326.96 - $377.52 $16K - $18.5K
3.17K $1.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.63K
+ 10.73%
$55.45 - $61.08 $368K - $405K
68.4K $3.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 4.43%
$57.53 - $60.83 $76.9K - $81.3K
31.5K $1.81M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.52K
+ 117.79%
$24.31 - $49.53 $134K - $274K
10.2K $248K
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.05%
$132.86 - $160.16 $133 - $160
1.91K $274K
COP
Conocophillips

Energy
417
+ 9.27%
$95.12 - $114.72 $39.7K - $47.8K
4.91K $487K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.5K
+ 200.0%
$22.01 - $66.82 $342K - $1.04M
23.3K $529K
SLV
I Shares Silver Trust

ETFs
1.05K
+ 12.55%
$26.33 - $31.74 $27.7K - $33.4K
9.42K $248K
KEY
Keycorp

Financial Services
300
+ 1.94%
$16.21 - $19.97 $4.86K - $5.99K
15.8K $270K
PAYX
Paychex Inc

Industrials
6
+ 0.37%
$135.86 - $148.73 $815 - $892
1.61K $225K
WIT
Wipro LTD

Technology
12.1K
+ 103.35%
$3.54 - $7.24 $42.9K - $87.6K
23.8K $84K
IYE
Ishares Tr

ETFs
320
+ 4.2%
$43.93 - $51.37 $14.1K - $16.4K
7.94K $361K
MSCI
Msci Inc.

Financial Services
2
+ 0.49%
$569.09 - $635.99 $1.14K - $1.27K
413 $247K
RSG
Republic Services, Inc.

Industrials
40
+ 2.15%
$198.0 - $218.75 $7.92K - $8.75K
1.9K $381K
PM
Philip Morris International Inc.

Consumer Defensive
182
+ 1.31%
$118.38 - $133.06 $21.5K - $24.2K
14.1K $1.7M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
82
+ 2.5%
N/A
3.37K $210K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
913
+ 10.37%
$99.04 - $109.59 $90.4K - $100K
9.72K $967K
SYK
Stryker Corp

Healthcare
24
+ 0.79%
$345.14 - $392.15 $8.28K - $9.41K
3.06K $1.1M
ABC
Amerisourcebergen Corp

Healthcare
17
+ 0.65%
N/A
2.62K $484K
IBN
Icici Bank LTD

Financial Services
106
+ 1.52%
$28.69 - $31.9 $3.04K - $3.38K
7.06K $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
54
+ 0.78%
$126.68 - $134.74 $6.84K - $7.28K
7K $892K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.23K
+ 100.0%
$25.33 - $51.16 $107K - $216K
8.45K $218K
DOV
Dover Corp

Industrials
29
+ 2.2%
$184.72 - $206.51 $5.36K - $5.99K
1.35K $253K
Blackrock Inc
1.64K
New
N/A
1.64K $0
T Rowe Price ETF Inc
1.87K
+ 5.49%
N/A
35.8K $0
Blackrock ETF Trust Ii
5.36K
+ 11.74%
N/A
51K $0
Amplify ETF Tr
701
+ 10.59%
N/A
7.32K $0
Ge Vernova Inc
75
+ 2.9%
N/A
2.66K $0
Arista Networks Inc
4.85K
New
N/A
4.85K $0
Ssga Active Tr
27.8K
New
N/A
27.8K $0
Capital Group Dividend Growe
9.53K
+ 21.91%
N/A
53K $0
Linde PLC
52
+ 2.31%
N/A
2.3K $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
2
+ 0.03%
$34.25 - $37.94 $68.5 - $75.9
6.58K $239K
BOTZ
Global X Fds

ETFs
43
+ 0.26%
$31.11 - $34.18 $1.34K - $1.47K
16.5K $528K
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.02%
$58.65 - $64.37 $176 - $193
17.6K $1.04M
WM
Waste Management Inc

Industrials
126
+ 2.53%
$201.79 - $228.46 $25.4K - $28.8K
5.12K $1.03M
SYY
Sysco Corp

Consumer Defensive
102
+ 1.57%
$73.63 - $81.77 $7.51K - $8.34K
6.61K $505K
ICE
Intercontinental Exchange, Inc.

Financial Services
103
+ 6.64%
$148.29 - $166.93 $15.3K - $17.2K
1.66K $246K
Activity Summary
Buys All Purchases 210 New Holdings 27 Increased Positions 183 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email