Mayflower Financial Advisors, LLC Portfolio Holdings
Mayflower Financial Advisors, LLC
- $971 Million
- Q4 2025
Mayflower Financial Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $971 Million distributed in 414 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Houlihan Lokey, Inc. with a value of $202M, Ishares Core S&P 500 ETF with a value of $38.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.6M, Apple Inc. with a value of $23.4M, and Microsoft Corp with a value of $22.3M.
Examining the 13F form we can see an decrease of $5.91M in the current position value, from $977M to 971M.
Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$971 Million
ETFs: $442 Million
Financial Services: $252 Million
Technology: $103 Million
Consumer Cyclical: $38.6 Million
Communication Services: $32.3 Million
Healthcare: $32.1 Million
Industrials: $25.8 Million
Consumer Defensive: $19.1 Million
Other: $25 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 414
- Current Value $971 Million
- Prior Value $977 Million
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 36 stocks
- Additional Purchases 183 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks