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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MICRON TECHNOLOGY INC

MU|595112103

Shares:4.0K

Value:$348.5K

% of Portfolio:0.1% ($348.5K/$658.5M)

DEERE & CO

DE|244199105

Shares:739

Value:$346.7K

% of Portfolio:0.1% ($346.7K/$658.5M)

92203J407

BNDX|92203J407

Shares:7.1K

Value:$345.4K

% of Portfolio:0.1% ($345.4K/$658.5M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.7K

Value:$341.3K

% of Portfolio:0.1% ($341.3K/$658.5M)

78464A631

Shares:2.1K

Value:$338.3K

% of Portfolio:0.1% ($338.3K/$658.5M)

M&T BANK CORP

MTB|55261F104

Shares:1.9K

Value:$335.3K

% of Portfolio:0.1% ($335.3K/$658.5M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:11.7K

Value:$333.5K

% of Portfolio:0.1% ($333.5K/$658.5M)

33740F888

Shares:13.5K

Value:$333.0K

% of Portfolio:0.1% ($333.0K/$658.5M)

Toast, Inc.

TOST|888787108

Shares:10.0K

Value:$330.9K

% of Portfolio:0.1% ($330.9K/$658.5M)

CSX CORP

CSX|126408103

Shares:11.2K

Value:$330.7K

% of Portfolio:0.1% ($330.7K/$658.5M)

46435G326

Shares:4.7K

Value:$322.8K

% of Portfolio:0.0% ($322.8K/$658.5M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.8K

Value:$320.1K

% of Portfolio:0.0% ($320.1K/$658.5M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:27.3K

Value:$317.7K

% of Portfolio:0.0% ($317.7K/$658.5M)

464287481

IWP|464287481

Shares:2.7K

Value:$317.3K

% of Portfolio:0.0% ($317.3K/$658.5M)

STARBUCKS CORP

SBUX|855244109

Shares:3.2K

Value:$316.3K

% of Portfolio:0.0% ($316.3K/$658.5M)

TERADYNE, INC

TER|880770102

Shares:3.8K

Value:$316.1K

% of Portfolio:0.0% ($316.1K/$658.5M)

97717W109

Shares:4.1K

Value:$315.9K

% of Portfolio:0.0% ($315.9K/$658.5M)

46435G268

Shares:5.0K

Value:$312.4K

% of Portfolio:0.0% ($312.4K/$658.5M)

American Water Works Company, Inc.

AWK|030420103

Shares:2.1K

Value:$312.1K

% of Portfolio:0.0% ($312.1K/$658.5M)

46435G524

Shares:4.3K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICRON TECHNOLOGY INC(MUcusip595112103)	4.0K	QoQ +2.66% (+104) YoY +8.72% (-322)	All Managers (Combined)	$348.5K	0.1% ($348.5K/$658.5M)	QoQ +5.99% (+$19.7K) YoY -19.86% (-$86.4K)
DEERE & CO(DEcusip244199105)	739	QoQ -9.76% (-80) YoY -24.20% (-236)	All Managers (Combined)	$346.7K	0.1% ($346.7K/$658.5M)	QoQ -0.02% (-$74) YoY -13.39% (-$53.6K)
(BNDXcusip92203J407)	7.1K	QoQ +22.50% (+1.3K) YoY -12.31% (-994)	All Managers (Combined)	$345.4K	0.1% ($345.4K/$658.5M)	QoQ +21.93% (+$62.1K) YoY +36.23% (-$91.9K)
ANALOG DEVICES INC(ADIcusip032654105)	1.7K	QoQ +2.79% (-46) YoY +3.54% (+58)	All Managers (Combined)	$341.3K	0.1% ($341.3K/$658.5M)	QoQ -2.42% (-$8.5K) YoY +5.58% (+$18.0K)
(cusip78464A631)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$338.3K	0.1% ($338.3K/$658.5M)	QoQ -3.09% (-$10.8K) YoY NEW(+$338.3K)
M&T BANK CORP(MTBcusip55261F104)	1.9K	QoQ +3.87% (-70) YoY -32.92% (-921)	All Managers (Combined)	$335.3K	0.1% ($335.3K/$658.5M)	QoQ -1.24% (-$4.2K) YoY -17.56% (-$71.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	11.7K	QoQ -7.42% (-938) YoY -8.52% (-1.1K)	All Managers (Combined)	$333.5K	0.1% ($333.5K/$658.5M)	QoQ -3.60% (-$12.5K) YoY +42.30% (-$99.1K)
(cusip33740F888)✕	13.5K	QoQ 0.00% (+0) YoY NEW(+13.5K)	All Managers (Combined)	$333.0K	0.1% ($333.0K/$658.5M)	QoQ +0.40% (+$1.3K) YoY NEW(+$333.0K)
Toast, Inc.(TOSTcusip888787108)	10.0K	QoQ +0.84% (-84) YoY +0.57% (+57)	All Managers (Combined)	$330.9K	0.1% ($330.9K/$658.5M)	QoQ -8.22% (-$29.7K) YoY +33.87% (+$83.7K)
CSX CORP(CSXcusip126408103)	11.2K	QoQ -4.98% (-590) YoY -3.89% (-456)	All Managers (Combined)	$330.7K	0.1% ($330.7K/$658.5M)	QoQ -13.34% (-$51.0K) YoY -23.70% (-$102.8K)
(cusip46435G326)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$322.8K	0.0% ($322.8K/$658.5M)	QoQ NEW(+$322.8K) YoY NEW(+$322.8K)
KKR & Co. Inc.(KKRcusip48251W104)	2.8K	QoQ +5.60% (-147) YoY -8.37% (-253)	All Managers (Combined)	$320.1K	0.0% ($320.1K/$658.5M)	QoQ -17.45% (-$67.7K) YoY +5.32% (-$16.2K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	27.3K	QoQ +101.36% (+13.8K) YoY NEW(+27.3K)	All Managers (Combined)	$317.7K	0.0% ($317.7K/$658.5M)	QoQ +52.06% (+$108.8K) YoY NEW(+$317.7K)
(IWPcusip464287481)	2.7K	QoQ +0.89% (-24) YoY -16.29% (-526)	All Managers (Combined)	$317.3K	0.0% ($317.3K/$658.5M)	QoQ -6.47% (-$22.0K) YoY -13.84% (-$51.0K)
STARBUCKS CORP(SBUXcusip855244109)	3.2K	QoQ +14.00% (+396) YoY +5.08% (+156)	All Managers (Combined)	$316.3K	0.0% ($316.3K/$658.5M)	QoQ +22.55% (+$58.2K) YoY +26.61% (+$66.5K)
TERADYNE, INC(TERcusip880770102)	3.8K	QoQ +0.36% (-14) YoY -0.80% (-31)	All Managers (Combined)	$316.1K	0.0% ($316.1K/$658.5M)	QoQ -34.16% (-$164.0K) YoY -27.38% (-$119.2K)
(cusip97717W109)✕	4.1K	QoQ 0.00% (+0) YoY NEW(+4.1K)	All Managers (Combined)	$315.9K	0.0% ($315.9K/$658.5M)	QoQ +1.43% (+$4.5K) YoY NEW(+$315.9K)
(cusip46435G268)✕	5.0K	QoQ -0.15% (-8) YoY -35.92% (-2.8K)	All Managers (Combined)	$312.4K	0.0% ($312.4K/$658.5M)	QoQ -8.16% (-$27.8K) YoY -38.92% (-$199.1K)
American Water Works Company, Inc.(AWKcusip030420103)	2.1K	QoQ +4.85% (+98) YoY -9.57% (-224)	All Managers (Combined)	$312.1K	0.0% ($312.1K/$658.5M)	QoQ +24.25% (+$60.9K) YoY +9.15% (-$26.2K)
(cusip46435G524)✕	4.3K	QoQ +13.83% (+523) YoY NEW(+4.3K)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$658.5M)	QoQ +21.33% (+$54.8K) YoY NEW(+$311.8K)