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 14 of 20

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GENERAL ELECTRIC CO

GE|369604301

Shares:2.0K

Value:$398.6K

% of Portfolio:0.1% ($398.6K/$658.5M)

Cloudflare, Inc.

NET|18915M107

Shares:3.5K

Value:$398.6K

% of Portfolio:0.1% ($398.6K/$658.5M)

92204A405

VFH|92204A405

Shares:3.3K

Value:$394.3K

% of Portfolio:0.1% ($394.3K/$658.5M)

81369Y308

Shares:4.8K

Value:$390.7K

% of Portfolio:0.1% ($390.7K/$658.5M)

FEDEX CORP

FDX|31428X106

Shares:1.6K

Value:$386.8K

% of Portfolio:0.1% ($386.8K/$658.5M)

NASDAQ, INC.

NDAQ|631103108

Shares:5.0K

Value:$380.5K

% of Portfolio:0.1% ($380.5K/$658.5M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:3.5K

Value:$379.8K

% of Portfolio:0.1% ($379.8K/$658.5M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.9K

Value:$379.0K

% of Portfolio:0.1% ($379.0K/$658.5M)

464287630

IWN|464287630

Shares:2.5K

Value:$374.9K

% of Portfolio:0.1% ($374.9K/$658.5M)

464287291

Shares:4.9K

Value:$374.1K

% of Portfolio:0.1% ($374.1K/$658.5M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:32.7K

Value:$366.1K

% of Portfolio:0.1% ($366.1K/$658.5M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:1.1K

Value:$363.6K

% of Portfolio:0.1% ($363.6K/$658.5M)

46435UAA9

Shares:14.9K

Value:$361.4K

% of Portfolio:0.1% ($361.4K/$658.5M)

Arista Networks, Inc.

ANET|040413205

Shares:4.6K

Value:$357.3K

% of Portfolio:0.1% ($357.3K/$658.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.0K

Value:$357.0K

% of Portfolio:0.1% ($357.0K/$658.5M)

46429B267

Shares:15.4K

Value:$354.0K

% of Portfolio:0.1% ($354.0K/$658.5M)

NOVO NORDISK A S

NVO|670100205

Shares:5.1K

Value:$352.4K

% of Portfolio:0.1% ($352.4K/$658.5M)

464287796

Shares:7.1K

Value:$352.2K

% of Portfolio:0.1% ($352.2K/$658.5M)

464287705

IJJ|464287705

Shares:2.9K

Value:$349.9K

% of Portfolio:0.1% ($349.9K/$658.5M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.4K

Value:$348.7K

% of Portfolio:0.1% ($348.7K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	2.0K	QoQ -6.61% (-141) YoY -53.19% (-2.3K)	All Managers (Combined)	$398.6K	0.1% ($398.6K/$658.5M)	QoQ +12.06% (-$42.9K) YoY -46.62% (-$348.2K)
Cloudflare, Inc.(NETcusip18915M107)	3.5K	QoQ +62.09% (+1.4K) YoY NEW(+3.5K)	All Managers (Combined)	$398.6K	0.1% ($398.6K/$658.5M)	QoQ +69.64% (+$163.6K) YoY NEW(+$398.6K)
(VFHcusip92204A405)	3.3K	QoQ 0.00% (+0) YoY -22.49% (-958)	All Managers (Combined)	$394.3K	0.1% ($394.3K/$658.5M)	QoQ +1.18% (+$4.6K) YoY -9.57% (-$41.7K)
(cusip81369Y308)✕	4.8K	QoQ 0.00% (+0) YoY NEW(+4.8K)	All Managers (Combined)	$390.7K	0.1% ($390.7K/$658.5M)	QoQ +3.89% (+$14.6K) YoY NEW(+$390.7K)
FEDEX CORP(FDXcusip31428X106)	1.6K	QoQ -4.74% (-79) YoY -8.53% (-148)	All Managers (Combined)	$386.8K	0.1% ($386.8K/$658.5M)	QoQ -17.45% (-$81.8K) YoY -23.04% (-$115.8K)
NASDAQ, INC.(NDAQcusip631103108)	5.0K	QoQ -0.11% (-6) YoY -0.07% (-4)	All Managers (Combined)	$380.5K	0.1% ($380.5K/$658.5M)	QoQ -1.99% (-$7.7K) YoY +20.12% (-$63.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	3.5K	QoQ +0.26% (+9) YoY -10.96% (-425)	All Managers (Combined)	$379.8K	0.1% ($379.8K/$658.5M)	QoQ +5.41% (+$19.5K) YoY -6.03% (-$24.4K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$379.0K	0.1% ($379.0K/$658.5M)	QoQ NEW(+$379.0K) YoY NEW(+$379.0K)
(IWNcusip464287630)	2.5K	QoQ -1.03% (-26) YoY -1.03% (-26)	All Managers (Combined)	$374.9K	0.1% ($374.9K/$658.5M)	QoQ -8.98% (-$37.0K) YoY -5.91% (-$23.6K)
(cusip464287291)✕	4.9K	QoQ -0.46% (-23) YoY -0.94% (-47)	All Managers (Combined)	$374.1K	0.1% ($374.1K/$658.5M)	QoQ -11.04% (-$46.5K) YoY +0.29% (-$1.1K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	32.7K	QoQ 0.00% (-0) YoY NEW(+32.7K)	All Managers (Combined)	$366.1K	0.1% ($366.1K/$658.5M)	QoQ -0.70% (-$2.6K) YoY NEW(+$366.1K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	1.1K	QoQ -5.28% (-60) YoY -12.80% (-158)	All Managers (Combined)	$363.6K	0.1% ($363.6K/$658.5M)	QoQ +2.19% (-$7.8K) YoY +7.15% (-$24.3K)
(cusip46435UAA9)✕	14.9K	QoQ +76.95% (+6.5K) YoY +47.42% (+4.8K)	All Managers (Combined)	$361.4K	0.1% ($361.4K/$658.5M)	QoQ +78.57% (+$159.0K) YoY +49.77% (+$120.1K)
Arista Networks, Inc.(ANETcusip040413205)	4.6K	QoQ -4.86% (-236) YoY NEW(+4.6K)	All Managers (Combined)	$357.3K	0.1% ($357.3K/$658.5M)	QoQ -33.31% (-$178.5K) YoY NEW(+$357.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.0K	QoQ -9.35% (-513) YoY +11.22% (+502)	All Managers (Combined)	$357.0K	0.1% ($357.0K/$658.5M)	QoQ -7.35% (-$28.3K) YoY +37.76% (+$97.9K)
(cusip46429B267)✕	15.4K	QoQ -5.23% (-850) YoY -44.38% (-12.3K)	All Managers (Combined)	$354.0K	0.1% ($354.0K/$658.5M)	QoQ -5.20% (-$19.5K) YoY -43.85% (-$276.6K)
NOVO NORDISK A S(NVOcusip670100205)	5.1K	QoQ -33.35% (-2.5K) YoY +20.95% (-879)	All Managers (Combined)	$352.4K	0.1% ($352.4K/$658.5M)	QoQ -46.19% (-$302.5K) YoY -34.58% (-$186.3K)
(cusip464287796)✕	7.1K	QoQ -10.03% (-797) YoY -13.67% (-1.1K)	All Managers (Combined)	$352.2K	0.1% ($352.2K/$658.5M)	QoQ -2.67% (-$9.7K) YoY -13.85% (-$56.6K)
(IJJcusip464287705)	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$349.9K	0.1% ($349.9K/$658.5M)	QoQ -4.18% (-$15.3K) YoY +1.21% (+$4.2K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.4K	QoQ -0.72% (-10) YoY +1.78% (-24)	All Managers (Combined)	$348.7K	0.1% ($348.7K/$658.5M)	QoQ -20.15% (-$88.0K) YoY -0.42% (-$1.5K)