Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $977 Million
  • Q3 2025

Mayflower Financial Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $977 Million distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Houlihan Lokey, Inc. with a value of $230M, Ishares Core S&P 500 ETF with a value of $38M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.1M, Microsoft Corp with a value of $23.1M, and Apple Inc. with a value of $22.3M.

Examining the 13F form we can see an increase of $297M in the current position value, from $680M to 977M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $977 Million
ETFs: $428 Million
Financial Services: $281 Million
Technology: $98.1 Million
Consumer Cyclical: $38 Million
Healthcare: $28.8 Million
Communication Services: $28.1 Million
Industrials: $27.2 Million
Consumer Defensive: $19.5 Million
Other: $26.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38 Million 3.89% of portfolio
56,736
Q3 2025 Reduced 3.96%
$0
$25.1 Million 2.57% of portfolio
319,979
Q3 2025 Added 3.84%
$0
$20.3 Million 2.08% of portfolio
104,623
Q3 2025 Reduced 8.95%
$0
$14.2 Million 1.45% of portfolio
117,528
Q3 2025 Added 4.77%
$0
$13.2 Million 1.35% of portfolio
223,642
Q3 2025 Added 23.68%
$0
$12.9 Million 1.32% of portfolio
472,256
Q3 2025 Added 15.23%
$0
$12.8 Million 1.31% of portfolio
19,261
Q3 2025 Reduced 3.07%
$0
$11.6 Million 1.19% of portfolio
232,426
Q3 2025 Added 29.51%
$0
$10.6 Million 1.09% of portfolio
453,715
Q3 2025 Added 5.27%
$0
$9.86 Million 1.01% of portfolio
47,750
Q3 2025 Added 5.47%
$0
$8.73 Million 0.89% of portfolio
128,667
Q3 2025 Reduced 19.22%
$0
$8.7 Million 0.89% of portfolio
151,235
Q3 2025 Added 125.43%
$0
$8.03 Million 0.82% of portfolio
171,992
Q3 2025 Reduced 13.37%
$0
$7.76 Million 0.79% of portfolio
144,705
Q3 2025 Reduced 9.27%
$0
$7.55 Million 0.77% of portfolio
115,684
Q3 2025 Reduced 3.99%
$0
$7.14 Million 0.73% of portfolio
74,999
Q3 2025 Reduced 2.73%
$0
$6.28 Million 0.64% of portfolio
52,869
Q3 2025 Reduced 2.39%
$0
$6.2 Million 0.63% of portfolio
10,120
Q3 2025 Added 8.88%
$0
$6.11 Million 0.63% of portfolio
18,619
Q3 2025 Reduced 3.74%
$0
$6.06 Million 0.62% of portfolio
81,432
Q3 2025 Added 6.93%
$0
$5.77 Million 0.59% of portfolio
96,240
Q3 2025 Reduced 3.0%
$130B
$5.26 Million 0.54% of portfolio
14,810
Q3 2025 Reduced 1.25%
$0
$5.2 Million 0.53% of portfolio
8,720
Q3 2025 Reduced 3.39%
$0
$4.47 Million 0.46% of portfolio
16,802
Q3 2025 Reduced 2.19%
$0
$4.53 Million 0.46% of portfolio
47,656
Q3 2025 Added 10.3%
$0
$4.48 Million 0.46% of portfolio
42,055
Q3 2025 Reduced 18.04%
$0
$4.43 Million 0.45% of portfolio
77,405
Q3 2025 Added 14.25%
$0
$4.27 Million 0.44% of portfolio
39,943
Q3 2025 Reduced 2.57%
$0
$4.25 Million 0.44% of portfolio
30,870
Q3 2025 Added 1.68%
$0
$3.94 Million 0.4% of portfolio
83,866
Q3 2025 Reduced 1.07%
$0
$3.77 Million 0.39% of portfolio
20,671
Q3 2025 Added 41.73%
$0
$3.58 Million 0.37% of portfolio
14,804
Q3 2025 Reduced 0.01%
$0
$3.66 Million 0.37% of portfolio
6,088
Q3 2025 Added 1.18%
$0
$3.57 Million 0.37% of portfolio
53,073
Q3 2025 Added 218.78%
$0
$3.49 Million 0.36% of portfolio
11,884
Q3 2025 Added 0.57%
$11.9B
$3.48 Million 0.36% of portfolio
45,518
Q3 2025 Added 53.09%
$0
$3.13 Million 0.32% of portfolio
43,848
Q3 2025 Reduced 1.94%
$0
$3.14 Million 0.32% of portfolio
16,830
Q3 2025 Added 17.08%
$0
$3.09 Million 0.32% of portfolio
25,217
Q3 2025 Added 0.13%
$0
$3.11 Million 0.32% of portfolio
21,321
Q3 2025 Added 0.4%
$0
$3.04 Million 0.31% of portfolio
59,376
Q3 2025 Added 10.51%
$0
$2.6 Million 0.27% of portfolio
21,438
Q3 2025 Reduced 0.67%
$0
$2.53 Million 0.26% of portfolio
12,902
Q3 2025 Reduced 51.83%
$0
$2.46 Million 0.25% of portfolio
6,722
Q3 2025 Reduced 3.72%
$0
$2.16 Million 0.22% of portfolio
14,855
Q3 2025 Added 0.04%
$0
$2.19 Million 0.22% of portfolio
29,803
Q3 2025 Added 0.43%
$0
$2.13 Million 0.22% of portfolio
32,782
Q3 2025 Reduced 7.12%
$0
$2.05 Million 0.21% of portfolio
14,423
Q3 2025 Reduced 4.17%
$0
$1.98 Million 0.2% of portfolio
26,389
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $977 Million
  • Prior Value $680 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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