Mayflower-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  null,
  null,
  null,
  "TROW",
  "PBA",
  "SNOW",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "GOOGL",
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "BTZ",
  null,
  null,
  null,
  "CMI",
  null,
  null,
  "DUK",
  "NUV",
  "NBB",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "FNV",
  null,
  "UNP",
  "MATV",
  "QCOM",
  "SCCO",
  "ISRG",
  null,
  "HUBB",
  "HUBS",
  "EMXC",
  "ITW",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  null,
  "LIN",
  null,
  "EGHT",
  null,
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "GE",
  "NVS",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  null,
  "NVDA",
  "GS",
  null,
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "SLQT",
  "VV",
  "SCHW",
  "VWO",
  null,
  "IWV",
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  "VIG",
  "TTE",
  "TOST",
  "WY",
  "MTD",
  "IWN",
  "IEF",
  "TSM",
  null,
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "EW",
  "TT",
  "AON",
  "GM",
  null,
  "AXON",
  "AMD",
  "SONY",
  "SDY",
  "DOV",
  "WSO",
  "F",
  "WM",
  "IWP",
  "EVCM",
  null,
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  null,
  "TTWO",
  null,
  "IVE",
  null,
  "FAF",
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VXUS",
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "W",
  "WMT",
  "WFC",
  "WIT",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHF",
  "SCHA",
  "MSCI",
  "KVYO",
  "KEY",
  null,
  "TER",
  "SO",
  "SJM",
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  null,
  null,
  null,
  "IXUS",
  null,
  "GEV",
  "DGRO",
  null,
  "NVT",
  "ESGU",
  null,
  "NUE",
  "FDX",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "BTI",
  "BRKL",
  "BR",
  "CNI",
  "CARR",
  "CBZ",
  "CVX",
  "CINF",
  "CB",
  "CHD",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "CWK",
  "DHR",
  "DELL",
  "DE",
  "DFS",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 388
Total Value: 658485315
Accession Number: 0001951757-25-000501
Form Type: 13F-HR
CIK: mayflower-financial-advisors
Manager Name: Mayflower-Financial-Advisors

Data Enrichment

74% identified

286 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

388 positions • $658.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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032108409

Shares:17.6K

Value:$715.9K

% of Portfolio:0.1% ($715.9K/$658.5M)

NIKE, Inc.

NKE|654106103

Shares:11.2K

Value:$713.5K

% of Portfolio:0.1% ($713.5K/$658.5M)

Dell Technologies Inc.

DELL|24703L202

Shares:7.8K

Value:$712.4K

% of Portfolio:0.1% ($712.4K/$658.5M)

CITIGROUP INC

C|172967424

Shares:9.9K

Value:$703.7K

% of Portfolio:0.1% ($703.7K/$658.5M)

78470P820

Shares:27.8K

Value:$697.8K

% of Portfolio:0.1% ($697.8K/$658.5M)

Walmart Inc.

WMT|931142103

Shares:7.9K

Value:$693.8K

% of Portfolio:0.1% ($693.8K/$658.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.9K

Value:$688.2K

% of Portfolio:0.1% ($688.2K/$658.5M)

464288281

Shares:7.5K

Value:$683.8K

% of Portfolio:0.1% ($683.8K/$658.5M)

S&P Global Inc.

SPGI|78409V104

Shares:1.3K

Value:$680.5K

% of Portfolio:0.1% ($680.5K/$658.5M)

BROWN & BROWN, INC.

BRO|115236101

Shares:5.4K

Value:$676.4K

% of Portfolio:0.1% ($676.4K/$658.5M)

3M CO

MMM|88579Y101

Shares:4.5K

Value:$661.9K

% of Portfolio:0.1% ($661.9K/$658.5M)

14020W106

Shares:18.5K

Value:$658.1K

% of Portfolio:0.1% ($658.1K/$658.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.9K

Value:$650.1K

% of Portfolio:0.1% ($650.1K/$658.5M)

Chubb Ltd

CB|H1467J104

Shares:2.1K

Value:$647.2K

% of Portfolio:0.1% ($647.2K/$658.5M)

Walt Disney Co

DIS|254687106

Shares:6.5K

Value:$645.0K

% of Portfolio:0.1% ($645.0K/$658.5M)

97717X578

Shares:20.9K

Value:$644.1K

% of Portfolio:0.1% ($644.1K/$658.5M)

ECOLAB INC.

ECL|278865100

Shares:2.5K

Value:$639.1K

% of Portfolio:0.1% ($639.1K/$658.5M)

464288679

Shares:5.7K

Value:$634.2K

% of Portfolio:0.1% ($634.2K/$658.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.7K

Value:$632.3K

% of Portfolio:0.1% ($632.3K/$658.5M)

78468R739

Shares:13.2K

Value:$629.5K

% of Portfolio:0.1% ($629.5K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip032108409)✕	17.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$715.9K	0.1% ($715.9K/$658.5M)	QoQ +0.71% (+$5.1K) YoY +4.86% (+$33.2K)
NIKE, Inc.(NKEcusip654106103)	11.2K	QoQ -3.46% (-403) YoY +17.34% (-1.7K)	All Managers (Combined)	$713.5K	0.1% ($713.5K/$658.5M)	QoQ -19.01% (-$167.5K) YoY -20.73% (-$186.7K)
Dell Technologies Inc.(DELLcusip24703L202)	7.8K	QoQ -0.08% (-7) YoY +291.19% (+5.8K)	All Managers (Combined)	$712.4K	0.1% ($712.4K/$658.5M)	QoQ -20.97% (-$189.1K) YoY +212.47% (+$484.4K)
CITIGROUP INC(Ccusip172967424)	9.9K	QoQ -3.05% (-312) YoY +45.20% (+3.1K)	All Managers (Combined)	$703.7K	0.1% ($703.7K/$658.5M)	QoQ -2.22% (-$16.0K) YoY +62.99% (+$272.0K)
(cusip78470P820)✕	27.8K	QoQ 0.00% (+0) YoY NEW(+27.8K)	All Managers (Combined)	$697.8K	0.1% ($697.8K/$658.5M)	QoQ +0.66% (+$4.6K) YoY NEW(+$697.8K)
Walmart Inc.(WMTcusip931142103)	7.9K	QoQ +5.48% (+411) YoY +36.31% (+2.1K)	All Managers (Combined)	$693.8K	0.1% ($693.8K/$658.5M)	QoQ +2.50% (+$16.9K) YoY +98.89% (+$344.9K)
UNION PACIFIC CORP(UNPcusip907818108)	2.9K	QoQ -3.54% (-107) YoY -0.71% (-21)	All Managers (Combined)	$688.2K	0.1% ($688.2K/$658.5M)	QoQ -0.07% (-$514) YoY -4.62% (-$33.4K)
(cusip464288281)✕	7.5K	QoQ +38.26% (+2.1K) YoY +12.62% (+846)	All Managers (Combined)	$683.8K	0.1% ($683.8K/$658.5M)	QoQ +40.67% (+$197.7K) YoY +13.77% (+$82.8K)
S&P Global Inc.(SPGIcusip78409V104)	1.3K	QoQ +2.68% (+35) YoY +81.92% (+603)	All Managers (Combined)	$680.5K	0.1% ($680.5K/$658.5M)	QoQ +4.75% (+$30.9K) YoY +117.23% (+$367.2K)
BROWN & BROWN, INC.(BROcusip115236101)	5.4K	QoQ -1.59% (-88) YoY -2.12% (-118)	All Managers (Combined)	$676.4K	0.1% ($676.4K/$658.5M)	QoQ +19.99% (-$112.7K) YoY +39.08% (-$190.1K)
3M CO(MMMcusip88579Y101)	4.5K	QoQ +3.96% (+172) YoY -3.36% (-157)	All Managers (Combined)	$661.9K	0.1% ($661.9K/$658.5M)	QoQ +18.28% (+$102.3K) YoY +33.78% (-$167.1K)
(cusip14020W106)✕	18.5K	QoQ +28.37% (+4.1K) YoY +37.30% (+5.0K)	All Managers (Combined)	$658.1K	0.1% ($658.1K/$658.5M)	QoQ +29.76% (+$150.9K) YoY +50.56% (+$221.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	6.9K	QoQ -0.37% (-26) YoY -30.00% (-3.0K)	All Managers (Combined)	$650.1K	0.1% ($650.1K/$658.5M)	QoQ +2.68% (-$17.0K) YoY -27.16% (-$242.5K)
Chubb Ltd(CBcusipH1467J104)	2.1K	QoQ +4.48% (+92) YoY -4.37% (-98)	All Managers (Combined)	$647.2K	0.1% ($647.2K/$658.5M)	QoQ +14.19% (+$80.5K) YoY +11.43% (-$66.4K)
Walt Disney Co(DIScusip254687106)	6.5K	QoQ -4.87% (-335) YoY -20.18% (-1.7K)	All Managers (Combined)	$645.0K	0.1% ($645.0K/$658.5M)	QoQ -15.67% (-$119.9K) YoY -35.61% (-$356.9K)
(cusip97717X578)✕	20.9K	QoQ -16.13% (-4.0K) YoY -25.13% (-7.0K)	All Managers (Combined)	$644.1K	0.1% ($644.1K/$658.5M)	QoQ -15.06% (-$114.2K) YoY -21.55% (-$177.0K)
ECOLAB INC.(ECLcusip278865100)	2.5K	QoQ +4.51% (+109) YoY -2.24% (-58)	All Managers (Combined)	$639.1K	0.1% ($639.1K/$658.5M)	QoQ +13.08% (+$73.9K) YoY +7.32% (-$43.6K)
(cusip464288679)✕	5.7K	QoQ -4.72% (-285) YoY -12.83% (-845)	All Managers (Combined)	$634.2K	0.1% ($634.2K/$658.5M)	QoQ -4.42% (-$29.4K) YoY -12.89% (-$93.9K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.7K	QoQ +6.78% (-365) YoY -5.98% (-366)	All Managers (Combined)	$632.3K	0.1% ($632.3K/$658.5M)	QoQ -6.85% (-$46.5K) YoY -30.41% (-$276.4K)
(cusip78468R739)✕	13.2K	QoQ -0.89% (-120) YoY -8.47% (-1.2K)	All Managers (Combined)	$629.5K	0.1% ($629.5K/$658.5M)	QoQ -0.46% (-$2.9K) YoY -8.16% (-$56.0K)