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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
82
+ 4.08%
$209.89 - $233.24 $17.2K - $19.1K
2.09K $444K
HUBB
Hubbell Inc

Industrials
7
+ 0.94%
$418.89 - $472.12 $2.93K - $3.3K
752 $315K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.36%
$285.5 - $335.62 $857 - $1.01K
836 $242K
UPS
United Parcel Service Inc

Industrials
343
+ 6.81%
$122.65 - $138.35 $42.1K - $47.5K
5.38K $678K
EMGF
Ishares Msci Emerging Markets

ETFs
442
+ 6.99%
$45.23 - $51.49 $20K - $22.8K
6.76K $305K
NVT
N Vent Electric PLC

Industrials
7
+ 0.14%
$67.69 - $79.19 $474 - $554
5.03K $343K
SO
Southern CO

Utilities
98
+ 4.01%
$81.5 - $94.15 $7.99K - $9.23K
2.54K $209K
IGRO
Ishares Tr International Divid

ETFs
127
+ 3.48%
$67.76 - $74.48 $8.61K - $9.46K
3.78K $256K
NUDM
Nuveen Esg International Devel

ETFs
512
+ 5.75%
$30.06 - $33.38 $15.4K - $17.1K
9.41K $282K
URI
United Rentals, Inc.

Industrials
25
+ 7.37%
$704.44 - $880.32 $17.6K - $22K
364 $256K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.69K
+ 88.97%
$25.74 - $53.78 $94.9K - $198K
7.83K $202K
VCIT
Vanguard Intermediate Term Cor

ETFs
658
+ 3.05%
$80.13 - $83.77 $52.7K - $55.1K
22.2K $1.78M
SLB
Schlumberger Limited

Energy
34
+ 0.5%
$36.83 - $45.59 $1.25K - $1.55K
6.9K $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.28K
+ 8.29%
$58.88 - $64.8 $134K - $147K
29.7K $1.75M
TT
Trane Technologies PLC

Industrials
2
+ 0.15%
$369.35 - $419.14 $739 - $838
1.33K $489K
CSX
Csx Corp

Industrials
11
+ 0.09%
$31.58 - $36.88 $347 - $406
11.8K $381K
IRM
Iron Mountain Inc

Real Estate
50
+ 2.22%
$101.62 - $128.14 $5.08K - $6.41K
2.31K $242K
ADI
Analog Devices Inc

Technology
15
+ 0.92%
$206.35 - $236.48 $3.1K - $3.55K
1.65K $349K
LHX
L3 Harris Technologies, Inc.

Industrials
31
+ 2.47%
$208.94 - $264.22 $6.48K - $8.19K
1.29K $270K
TGT
Target Corp

Consumer Defensive
3
+ 0.19%
$121.59 - $160.69 $365 - $482
1.55K $209K
O
Realty Income Corp

Real Estate
334
+ 6.47%
$51.76 - $64.71 $17.3K - $21.6K
5.5K $293K
HD
Home Depot, Inc.

Consumer Cyclical
116
+ 2.3%
$385.02 - $431.37 $44.7K - $50K
5.17K $2.01M
UNP
Union Pacific Corp

Industrials
74
+ 2.51%
$223.15 - $249.32 $16.5K - $18.4K
3.02K $688K
IDXX
Idexx Laboratories Inc

Healthcare
17
+ 3.42%
$406.92 - $495.42 $6.92K - $8.42K
514 $212K
F
Ford Motor CO

Consumer Cyclical
83
+ 0.14%
$9.69 - $11.4 $804 - $946
60.7K $601K
CARR
Carrier Global Corp

Industrials
20
+ 0.58%
$66.69 - $82.65 $1.33K - $1.65K
3.46K $236K
GE
General Electric CO

Industrials
17
+ 0.8%
$159.95 - $194.23 $2.72K - $3.3K
2.13K $355K
IXUS
Ishares Tr

ETFs
2
+ 0.03%
$65.95 - $72.56 $132 - $145
6.67K $441K
ED
Consolidated Edison Inc

Utilities
46
+ 1.32%
$88.87 - $107.38 $4.09K - $4.94K
3.54K $315K
DUK
Duke Energy Corp

Utilities
44
+ 0.63%
$105.76 - $120.76 $4.65K - $5.31K
7.08K $762K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.33%
$234.32 - $261.43 $1.87K - $2.09K
2.41K $565K
DOW
Dow Inc.

Basic Materials
1.1K
+ 16.52%
$39.1 - $55.34 $42.9K - $60.7K
7.73K $310K
NUE
Nucor Corp

Basic Materials
143
+ 6.92%
$115.78 - $167.74 $16.6K - $24K
2.21K $257K
PG
Procter & Gamble CO

Consumer Defensive
218
+ 1.3%
$161.05 - $179.7 $35.1K - $39.2K
17K $2.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.6K
+ 3.42%
$71.75 - $75.11 $186K - $195K
78.5K $5.64M
PSX
Phillips 66

Energy
30
+ 0.88%
$110.35 - $138.93 $3.31K - $4.17K
3.43K $391K
VT
Vanguard Total World Stk Index

ETFs
15
+ 0.05%
$117.09 - $123.07 $1.76K - $1.85K
29.4K $3.45M
IEV
Ishares Tr Europe ETF

ETFs
1.63K
+ 6.58%
$52.03 - $57.63 $84.9K - $94.1K
26.4K $1.38M
MU
Micron Technology Inc

Technology
50
+ 1.3%
$84.16 - $113.41 $4.21K - $5.67K
3.91K $328K
RTX
Raytheon Technologies Corp

Industrials
51
+ 0.33%
$114.45 - $127.21 $5.84K - $6.49K
15.4K $1.78M
UBER
Uber Technologies, Inc

Technology
146
+ 2.49%
$59.93 - $86.34 $8.75K - $12.6K
6K $361K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.3K
+ 100.0%
$18.41 - $40.87 $355K - $787K
38.5K $712K
DHR
Danaher Corp

Healthcare
77
+ 3.13%
$226.16 - $274.52 $17.4K - $21.1K
2.53K $581K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
+ 4.59%
$75.1 - $82.99 $78.4K - $86.6K
23.8K $1.8M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 0.51%
$244.52 - $284.07 $6.36K - $7.39K
5.08K $1.25M
HDV
Ishares Core High Dividend ETF

ETFs
40
+ 0.16%
$110.82 - $121.28 $4.43K - $4.85K
24.9K $2.79M
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 5.38%
$61.74 - $71.71 $75.6K - $87.8K
24K $1.49M
NVO
Novo Nordisk A S

Healthcare
894
+ 13.31%
$85.0 - $120.04 $76K - $107K
7.61K $654K
PEP
Pepsico Inc

Consumer Defensive
487
+ 3.81%
$151.29 - $176.1 $73.7K - $85.8K
13.3K $2.02M
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
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