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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L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.3K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$658.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.1K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$658.5M)

92189F601

Shares:3.6K

Value:$264.8K

% of Portfolio:0.0% ($264.8K/$658.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.7K

Value:$263.7K

% of Portfolio:0.0% ($263.7K/$658.5M)

81369Y605

Shares:5.3K

Value:$263.5K

% of Portfolio:0.0% ($263.5K/$658.5M)

46137V357

RSP|46137V357

Shares:1.5K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$658.5M)

nVent Electric plc

NVT|G6700G107

Shares:5.0K

Value:$262.4K

% of Portfolio:0.0% ($262.4K/$658.5M)

NUCOR CORP

NUE|670346105

Shares:2.2K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$658.5M)

46431W507

Shares:5.1K

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$658.5M)

Discover Financial Services

DFS|254709108

Shares:1.5K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$658.5M)

WEYERHAEUSER CO

WY|962166104

Shares:8.7K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$658.5M)

78464A292

Shares:7.9K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$658.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.0K

Value:$254.3K

% of Portfolio:0.0% ($254.3K/$658.5M)

464287457

Shares:3.1K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$658.5M)

922042874

VGK|922042874

Shares:3.6K

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$658.5M)

808524714

Shares:10.2K

Value:$251.6K

% of Portfolio:0.0% ($251.6K/$658.5M)

PAYCHEX INC

PAYX|704326107

Shares:1.6K

Value:$250.8K

% of Portfolio:0.0% ($250.8K/$658.5M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:1.2K

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$658.5M)

UNILEVER PLC

UL|904767704

Shares:4.2K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$658.5M)

PEMBINA PIPELINE CORP

PBA|706327103

Shares:6.2K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.3K	QoQ -0.62% (-8) YoY -2.88% (-38)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$658.5M)	QoQ -1.08% (-$2.9K) YoY -4.61% (-$12.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.1K	QoQ -3.84% (-43) YoY +7.40% (-74)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$658.5M)	QoQ -5.95% (-$16.9K) YoY -0.75% (-$2.0K)
(cusip92189F601)✕	3.6K	QoQ +5.33% (-183) YoY NEW(+3.6K)	All Managers (Combined)	$264.8K	0.0% ($264.8K/$658.5M)	QoQ -5.12% (-$14.3K) YoY NEW(+$264.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.7K	QoQ +0.52% (+9) YoY -7.03% (-130)	All Managers (Combined)	$263.7K	0.0% ($263.7K/$658.5M)	QoQ +0.49% (+$1.3K) YoY -15.65% (-$48.9K)
(cusip81369Y605)✕	5.3K	QoQ +1.12% (+59) YoY -27.66% (-2.0K)	All Managers (Combined)	$263.5K	0.0% ($263.5K/$658.5M)	QoQ +4.22% (+$10.7K) YoY -14.46% (-$44.6K)
(RSPcusip46137V357)	1.5K	QoQ -10.33% (-175) YoY NEW(+1.5K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$658.5M)	QoQ -11.34% (-$33.7K) YoY NEW(+$263.2K)
nVent Electric plc(NVTcusipG6700G107)	5.0K	QoQ -0.55% (-28) YoY +17.95% (-762)	All Managers (Combined)	$262.4K	0.0% ($262.4K/$658.5M)	QoQ -23.52% (-$80.7K) YoY -17.98% (-$57.5K)
NUCOR CORP(NUEcusip670346105)	2.2K	QoQ -1.49% (-33) YoY +5.98% (-123)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$658.5M)	QoQ +1.57% (-$4.1K) YoY -35.55% (-$144.5K)
(cusip46431W507)✕	5.1K	QoQ +21.38% (+898) YoY +21.38% (+898)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$658.5M)	QoQ +22.27% (+$47.2K) YoY +22.37% (+$47.4K)
Discover Financial Services(DFScusip254709108)	1.5K	QoQ +4.55% (+66) YoY -14.25% (-252)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$658.5M)	QoQ +3.02% (+$7.6K) YoY +11.65% (-$27.0K)
WEYERHAEUSER CO(WYcusip962166104)	8.7K	QoQ -8.97% (-860) YoY -14.55% (-1.5K)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$658.5M)	QoQ -5.31% (-$14.3K) YoY -30.32% (-$111.2K)
(cusip78464A292)✕	7.9K	QoQ 0.00% (-0) YoY +26.50% (+1.6K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$658.5M)	QoQ -1.81% (-$4.7K) YoY +17.50% (+$38.0K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.0K	QoQ +0.38% (+4) YoY NEW(+1.0K)	All Managers (Combined)	$254.3K	0.0% ($254.3K/$658.5M)	QoQ +7.65% (+$18.1K) YoY NEW(+$254.3K)
(cusip464287457)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$658.5M)	QoQ NEW(+$253.7K) YoY NEW(+$253.7K)
(VGKcusip922042874)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$658.5M)	QoQ +10.61% (+$24.3K) YoY NEW(+$253.1K)
(cusip808524714)✕	10.2K	QoQ 0.00% (+0) YoY NEW(+10.2K)	All Managers (Combined)	$251.6K	0.0% ($251.6K/$658.5M)	QoQ +1.08% (+$2.7K) YoY NEW(+$251.6K)
PAYCHEX INC(PAYXcusip704326107)	1.6K	QoQ +1.05% (+17) YoY NEW(+1.6K)	All Managers (Combined)	$250.8K	0.0% ($250.8K/$658.5M)	QoQ +11.18% (+$25.2K) YoY NEW(+$250.8K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	1.2K	QoQ +2.72% (+32) YoY NEW(+1.2K)	All Managers (Combined)	$250.4K	0.0% ($250.4K/$658.5M)	QoQ +15.65% (+$33.9K) YoY NEW(+$250.4K)
UNILEVER PLC(ULcusip904767704)	4.2K	QoQ -2.19% (-94) YoY +4.24% (+171)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$658.5M)	QoQ +2.72% (-$6.6K) YoY +23.68% (+$47.9K)
PEMBINA PIPELINE CORP(PBAcusip706327103)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$658.5M)	QoQ NEW(+$248.5K) YoY NEW(+$248.5K)