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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$3.76 Million 0.38% of portfolio
24,205
Q3 2025 Added 8.24%
$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%
$132B
$3.57 Million 0.37% of portfolio
16,967
Q3 2025 Reduced 0.79%
$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%
$522B
$2.97 Million 0.3% of portfolio
16,018
Q3 2025 Added 7.08%
$413B
$2.88 Million 0.3% of portfolio
55,908
Q3 2025 Added 3.62%
$512B
$2.92 Million 0.3% of portfolio
5,128
Q3 2025 Added 2.38%
$1.29T
$2.83 Million 0.29% of portfolio
6,370
Q3 2025 Added 0.85%
$490B
$2.73 Million 0.28% of portfolio
24,180
Q3 2025 Reduced 4.9%
$346B
$2.62 Million 0.27% of portfolio
17,076
Q3 2025 Reduced 1.66%
$228B
$2.62 Million 0.27% of portfolio
19,526
Q3 2025 Added 13.97%
$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%
$191B
$2.57 Million 0.26% of portfolio
476
Q3 2025 Added 0.85%
$291B
$2.56 Million 0.26% of portfolio
5,360
Q3 2025 Added 34.17%
$0
$2.46 Million 0.25% of portfolio
6,722
Q3 2025 Reduced 3.72%
$367B
$2.24 Million 0.23% of portfolio
5,530
Q3 2025 Added 4.44%
$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%
$100B
$2.13 Million 0.22% of portfolio
7,895
Q3 2025 Added 0.19%
$0
$2.13 Million 0.22% of portfolio
32,782
Q3 2025 Reduced 7.12%
$258B
$2.09 Million 0.21% of portfolio
12,484
Q3 2025 Reduced 16.48%
$0
$2.05 Million 0.21% of portfolio
14,423
Q3 2025 Reduced 4.17%
$237B
$2.07 Million 0.21% of portfolio
12,733
Q3 2025 Reduced 5.82%
$593B
$2.02 Million 0.21% of portfolio
7,200
Q3 2025 Added 0.38%
$0
$1.98 Million 0.2% of portfolio
26,389
Q3 2025 New
$319B
$1.95 Million 0.2% of portfolio
28,438
Q3 2025 Added 0.55%
$0
$1.96 Million 0.2% of portfolio
24,504
Q3 2025 Added 3.45%
$0
$1.96 Million 0.2% of portfolio
4,079
Q3 2025 Added 17.65%
$0
$1.91 Million 0.2% of portfolio
22,730
Q3 2025 Added 1.4%
$0
$2 Million 0.2% of portfolio
56,447
Q3 2025 Reduced 9.46%
$266B
$1.95 Million 0.2% of portfolio
6,911
Q3 2025 Reduced 4.77%
$0
$1.95 Million 0.2% of portfolio
77,412
Q3 2025 Added 8.5%
$0
$1.99 Million 0.2% of portfolio
34,917
Q3 2025 Reduced 2.44%
$0
$1.88 Million 0.19% of portfolio
6,877
Q3 2025 New
$101B
$1.9 Million 0.19% of portfolio
15,676
Q3 2025 Reduced 7.55%
$0
$1.73 Million 0.18% of portfolio
18,563
Q2 2025 Reduced 21.93%
$300B
$1.81 Million 0.18% of portfolio
5,235
Q3 2025 Reduced 0.46%
$0
$1.8 Million 0.18% of portfolio
17,896
Q3 2025 Added 26.23%
$404B
$1.79 Million 0.18% of portfolio
1,933
Q3 2025 Added 0.16%
$0
$1.79 Million 0.18% of portfolio
31,371
Q3 2025 Reduced 1.45%

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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