Mayflower Financial Advisors, LLC Incresed Positions in Q3 2024

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.61K
+ 32.21%
$23.75 - $23.75 $110K - $110K
18.9K $449K
DUK
Duke Energy Corp

Utilities
5
+ 0.07%
$99.35 - $117.71 $497 - $589
7.03K $810K
OUNZ
Van Eck Merk Gold Trust

ETFs
500
+ 1.61%
$22.51 - $25.83 $11.3K - $12.9K
31.6K $802K
PH
Parker Hannifin Corp

Industrials
24
+ 3.41%
$501.01 - $635.92 $12K - $15.3K
728 $459K
PFE
Pfizer Inc

Healthcare
1.97K
+ 4.16%
$27.7 - $31.39 $54.5K - $61.8K
49.3K $1.43M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
99
+ 0.1%
$49.93 - $51.15 $4.94K - $5.06K
95.8K $4.9M
WMT
Walmart Inc.

Consumer Defensive
75
+ 1.09%
$66.91 - $81.4 $5.02K - $6.11K
6.99K $564K
BMY
Bristol Myers Squibb CO

Healthcare
192
+ 2.32%
$39.66 - $51.75 $7.61K - $9.94K
8.47K $438K
NVS
Novartis Ag

Healthcare
52
+ 0.51%
$106.13 - $120.89 $5.52K - $6.29K
10.3K $1.18M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.13%
$283.28 - $314.39 $1.98K - $2.2K
5.44K $1.71M
CGDV
Capital Group Divid Value ETF

ETFs
1.25K
+ 9.52%
$32.96 - $36.48 $41.2K - $45.6K
14.4K $524K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.5%
$459.02 - $510.25 $4.59K - $5.1K
2.03K $1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
219
+ 42.03%
$320.55 - $412.94 $70.2K - $90.4K
740 $288K
TT
Trane Technologies PLC

Industrials
8
+ 0.61%
$314.21 - $388.71 $2.51K - $3.11K
1.32K $514K
STT
State Street Corp

Financial Services
41
+ 0.75%
$73.37 - $89.31 $3.01K - $3.66K
5.48K $484K
CMI
Cummins Inc

Industrials
14
+ 0.88%
$266.63 - $326.4 $3.73K - $4.57K
1.6K $517K
SNOW
Snowflake Inc.

Technology
1.18K
+ 39.27%
$108.56 - $143.02 $128K - $169K
4.19K $481K
AON
Aon PLC

Financial Services
19
+ 1.48%
$293.16 - $351.06 $5.57K - $6.67K
1.3K $450K
KKR
Kkr & Co. Inc.

Financial Services
42
+ 1.57%
$104.51 - $133.23 $4.39K - $5.6K
2.72K $355K
GE
General Electric CO

Industrials
62
+ 3.02%
$156.66 - $189.66 $9.71K - $11.8K
2.12K $398K
CB
Chubb LTD

Financial Services
3
+ 0.14%
$252.51 - $292.2 $758 - $877
2.11K $609K
ETN
Eaton Corp PLC

Industrials
49
+ 1.6%
$272.52 - $333.02 $13.4K - $16.3K
3.12K $1.03M
IRM
Iron Mountain Inc

Real Estate
22
+ 0.98%
$89.69 - $119.32 $1.97K - $2.63K
2.26K $268K
BRKL
Brookline Bancorp Inc

Financial Services
4.5K
+ 38.08%
$8.43 - $10.54 $37.9K - $47.4K
16.3K $164K
CRM
Salesforce, Inc.

Technology
19
+ 0.52%
$238.42 - $276.53 $4.53K - $5.25K
3.69K $1.01M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
65
+ 0.74%
$100.75 - $111.62 $6.55K - $7.26K
8.8K $962K
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 0.1%
$59.48 - $74.31 $297 - $372
5.03K $366K
AMD
Advanced Micro Devices Inc

Technology
308
+ 4.28%
$128.67 - $183.96 $39.6K - $56.7K
7.51K $1.23M
URI
United Rentals, Inc.

Industrials
13
+ 3.99%
$627.41 - $814.1 $8.16K - $10.6K
339 $274K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.04%
$109.12 - $122.4 $218 - $245
5.29K $640K
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.33%
$397.04 - $469.48 $1.59K - $1.88K
1.2K $552K
PWR
Quanta Services, Inc.

Industrials
3
+ 0.22%
$239.58 - $298.23 $719 - $895
1.37K $408K
AVGO
Broadcom Inc.

Technology
22.8K
+ 843.56%
$136.27 - $1745.86 $3.1M - $39.8M
25.5K $4.4M
O
Realty Income Corp

Real Estate
122
+ 2.42%
$52.36 - $63.42 $6.39K - $7.74K
5.16K $327K
WY
Weyerhaeuser CO

Real Estate
100
+ 1.05%
$27.05 - $33.84 $2.71K - $3.38K
9.63K $325K
WSO
Watsco Inc

Industrials
2
+ 0.11%
$448.73 - $519.89 $897 - $1.04K
1.83K $899K
UL
Unilever PLC

Consumer Defensive
161
+ 3.84%
$54.7 - $65.59 $8.81K - $10.6K
4.35K $282K
HUBB
Hubbell Inc

Industrials
9
+ 1.22%
$355.55 - $428.48 $3.2K - $3.86K
745 $319K
CVS
Cvs Health Corp

Healthcare
56
+ 0.5%
$55.81 - $63.18 $3.13K - $3.54K
11.3K $707K
VV
Vanguard Large Cap ETF

ETFs
22
+ 0.78%
$236.92 - $263.4 $5.21K - $5.79K
2.84K $746K
EMB
Ishares Tr

ETFs
182
+ 3.49%
$87.75 - $93.74 $16K - $17.1K
5.4K $505K
DE
Deere & CO

Industrials
9
+ 1.05%
$344.84 - $418.0 $3.1K - $3.76K
868 $362K
KEY
Keycorp

Financial Services
93
+ 0.61%
$13.95 - $17.34 $1.3K - $1.61K
15.5K $259K
NFLX
Netflix Inc

Communication Services
26
+ 4.4%
$598.55 - $722.26 $15.6K - $18.8K
617 $437K
BTI
British American Tobacco P.L.C.

Consumer Defensive
77
+ 1.18%
$31.07 - $39.36 $2.39K - $3.03K
6.58K $240K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
222
+ 6.16%
$91.41 - $101.59 $20.3K - $22.6K
3.82K $388K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
217
+ 6.57%
$147.95 - $191.05 $32.1K - $41.5K
3.52K $611K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
37
+ 1.87%
$210.25 - $231.86 $7.78K - $8.58K
2.01K $448K
ITW
Illinois Tool Works Inc

Industrials
17
+ 1.54%
$233.14 - $263.97 $3.96K - $4.49K
1.12K $293K
Activity Summary
Buys All Purchases 166 New Holdings 26 Increased Positions 140 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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