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

Page 12 of 20

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46432F388

Shares:4.9K

Value:$520.9K

% of Portfolio:0.1% ($520.9K/$658.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:1.0K

Value:$519.7K

% of Portfolio:0.1% ($519.7K/$658.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.1K

Value:$519.6K

% of Portfolio:0.1% ($519.6K/$658.5M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.0K

Value:$518.7K

% of Portfolio:0.1% ($518.7K/$658.5M)

Aon plc

AON|G0403H108

Shares:1.3K

Value:$518.4K

% of Portfolio:0.1% ($518.4K/$658.5M)

SYSCO CORP

SYY|871829107

Shares:6.8K

Value:$513.2K

% of Portfolio:0.1% ($513.2K/$658.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:4.8K

Value:$506.7K

% of Portfolio:0.1% ($506.7K/$658.5M)

808524102

SCHB|808524102

Shares:23.3K

Value:$501.7K

% of Portfolio:0.1% ($501.7K/$658.5M)

37954Y715

Shares:17.6K

Value:$500.9K

% of Portfolio:0.1% ($500.9K/$658.5M)

Cushman & Wakefield plc

CWK|G2717B108

Shares:48.5K

Value:$495.9K

% of Portfolio:0.1% ($495.9K/$658.5M)

Parker-Hannifin Corp

PH|701094104

Shares:802

Value:$487.5K

% of Portfolio:0.1% ($487.5K/$658.5M)

46432F834

IXUS|46432F834

Shares:6.9K

Value:$484.1K

% of Portfolio:0.1% ($484.1K/$658.5M)

STATE STREET CORP

STT|857477103

Shares:5.4K

Value:$483.9K

% of Portfolio:0.1% ($483.9K/$658.5M)

464287689

IWV|464287689

Shares:1.5K

Value:$483.2K

% of Portfolio:0.1% ($483.2K/$658.5M)

464287440

IEF|464287440

Shares:5.0K

Value:$479.2K

% of Portfolio:0.1% ($479.2K/$658.5M)

69374H105

Shares:9.3K

Value:$477.3K

% of Portfolio:0.1% ($477.3K/$658.5M)

464288646

Shares:9.0K

Value:$472.5K

% of Portfolio:0.1% ($472.5K/$658.5M)

46641Q779

Shares:8.4K

Value:$471.3K

% of Portfolio:0.1% ($471.3K/$658.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.6K

Value:$470.4K

% of Portfolio:0.1% ($470.4K/$658.5M)

81369Y209

Shares:3.2K

Value:$467.4K

% of Portfolio:0.1% ($467.4K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F388)✕	4.9K	QoQ 0.00% (+0) YoY -34.62% (-2.6K)	All Managers (Combined)	$520.9K	0.1% ($520.9K/$658.5M)	QoQ +0.98% (+$5.1K) YoY -35.62% (-$288.3K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	1.0K	QoQ +23.93% (+196) YoY +5.29% (+51)	All Managers (Combined)	$519.7K	0.1% ($519.7K/$658.5M)	QoQ +35.21% (+$135.3K) YoY +12.62% (+$58.3K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.1K	QoQ +1.72% (+36) YoY +11.87% (+226)	All Managers (Combined)	$519.6K	0.1% ($519.6K/$658.5M)	QoQ +16.86% (+$75.0K) YoY +32.54% (+$127.6K)
Palo Alto Networks Inc(PANWcusip697435105)	3.0K	QoQ +0.03% (-1) YoY +101.72% (+1.5K)	All Managers (Combined)	$518.7K	0.1% ($518.7K/$658.5M)	QoQ -6.19% (-$34.2K) YoY +21.15% (+$90.6K)
Aon plc(AONcusipG0403H108)	1.3K	QoQ -0.38% (-5) YoY +7.62% (+92)	All Managers (Combined)	$518.4K	0.1% ($518.4K/$658.5M)	QoQ +10.69% (-$50.1K) YoY +28.70% (+$115.6K)
SYSCO CORP(SYYcusip871829107)	6.8K	QoQ +3.41% (+226) YoY +3.77% (-249)	All Managers (Combined)	$513.2K	0.1% ($513.2K/$658.5M)	QoQ +1.50% (+$7.6K) YoY -4.06% (-$21.7K)
CONOCOPHILLIPS(COPcusip20825C104)	4.8K	QoQ -1.81% (-89) YoY +5.05% (-232)	All Managers (Combined)	$506.7K	0.1% ($506.7K/$658.5M)	QoQ +3.96% (-$19.3K) YoY -13.32% (-$77.9K)
(SCHBcusip808524102)	23.3K	QoQ 0.00% (-0) YoY +198.23% (+15.5K)	All Managers (Combined)	$501.7K	0.1% ($501.7K/$658.5M)	QoQ -5.15% (-$27.3K) YoY +5.17% (+$24.7K)
(cusip37954Y715)✕	17.6K	QoQ +6.48% (-1.1K) YoY +13.61% (+2.1K)	All Managers (Combined)	$500.9K	0.1% ($500.9K/$658.5M)	QoQ -5.14% (-$27.2K) YoY +1.65% (+$8.1K)
Cushman & Wakefield plc(CWKcusipG2717B108)	48.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$495.9K	0.1% ($495.9K/$658.5M)	QoQ -21.86% (-$138.8K) YoY -2.29% (-$11.6K)
Parker-Hannifin Corp(PHcusip701094104)	802	QoQ -1.47% (-12) YoY +14.40% (+101)	All Managers (Combined)	$487.5K	0.1% ($487.5K/$658.5M)	QoQ -5.83% (-$30.2K) YoY +25.12% (+$97.9K)
(IXUScusip46432F834)	6.9K	QoQ +3.92% (+262) YoY -0.31% (-22)	All Managers (Combined)	$484.1K	0.1% ($484.1K/$658.5M)	QoQ +9.69% (+$42.8K) YoY +2.54% (-$12.0K)
STATE STREET CORP(STTcusip857477103)	5.4K	QoQ +1.12% (-60) YoY -0.42% (-23)	All Managers (Combined)	$483.9K	0.1% ($483.9K/$658.5M)	QoQ -7.74% (-$40.6K) YoY +15.31% (-$64.3K)
(IWVcusip464287689)	1.5K	QoQ -0.91% (-14) YoY -36.94% (-891)	All Managers (Combined)	$483.2K	0.1% ($483.2K/$658.5M)	QoQ -5.83% (-$29.9K) YoY -33.24% (-$240.7K)
(IEFcusip464287440)	5.0K	QoQ -7.69% (-419) YoY NEW(+5.0K)	All Managers (Combined)	$479.2K	0.1% ($479.2K/$658.5M)	QoQ -4.78% (-$24.1K) YoY NEW(+$479.2K)
(cusip69374H105)✕	9.3K	QoQ -1.83% (-173) YoY -1.83% (-173)	All Managers (Combined)	$477.3K	0.1% ($477.3K/$658.5M)	QoQ -5.49% (-$27.8K) YoY +5.83% (-$26.3K)
(cusip464288646)✕	9.0K	QoQ -0.66% (-60) YoY -8.53% (-842)	All Managers (Combined)	$472.5K	0.1% ($472.5K/$658.5M)	QoQ +0.62% (-$2.9K) YoY -6.59% (-$33.3K)
(cusip46641Q779)✕	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$471.3K	0.1% ($471.3K/$658.5M)	QoQ NEW(+$471.3K) YoY NEW(+$471.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.6K	QoQ -16.74% (-921) YoY -14.21% (-759)	All Managers (Combined)	$470.4K	0.1% ($470.4K/$658.5M)	QoQ -29.18% (-$193.9K) YoY -51.17% (-$493.0K)
(cusip81369Y209)✕	3.2K	QoQ -1.29% (-42) YoY NEW(+3.2K)	All Managers (Combined)	$467.4K	0.1% ($467.4K/$658.5M)	QoQ +4.76% (-$21.2K) YoY NEW(+$467.4K)