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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EMERSON ELECTRIC CO

EMR|291011104

Shares:2.0K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$658.5M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:423

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$658.5M)

00888H604

Shares:5.9K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$658.5M)

808524607

SCHA|808524607

Shares:9.3K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$658.5M)

ICICI BANK LTD

IBN|45104G104

Shares:6.9K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$658.5M)

81369Y704

Shares:1.7K

Value:$218.1K

% of Portfolio:0.0% ($218.1K/$658.5M)

92189F106

GDX|92189F106

Shares:4.7K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$658.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:730

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$658.5M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:2.9K

Value:$215.1K

% of Portfolio:0.0% ($215.1K/$658.5M)

880770952

Shares:—

Value:$214.8K

% of Portfolio:0.0% ($214.8K/$658.5M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:806

Value:$213.2K

% of Portfolio:0.0% ($213.2K/$658.5M)

464287242

Shares:1.9K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$658.5M)

Shell plc

SHEL|780259305

Shares:2.9K

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$658.5M)

808524870

Shares:7.7K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$658.5M)

33738R605

Shares:3.8K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$658.5M)

33733E104

Shares:2.3K

Value:$205.5K

% of Portfolio:0.0% ($205.5K/$658.5M)

ASTRAZENECA PLC

AZN|046353108

Shares:2.8K

Value:$204.4K

% of Portfolio:0.0% ($204.4K/$658.5M)

UNITED RENTALS, INC.

URI|911363109

Shares:325

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$658.5M)

78463X889

SPDW|78463X889

Shares:5.5K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$658.5M)

74347X831

Shares:3.5K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	2.0K	QoQ -1.16% (-24) YoY -10.62% (-242)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$658.5M)	QoQ -12.56% (-$32.1K) YoY -13.60% (-$35.1K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	423	QoQ -1.85% (-8) YoY NEW(+423)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$658.5M)	QoQ -13.14% (-$33.7K) YoY NEW(+$222.5K)
(cusip00888H604)✕	5.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$658.5M)	QoQ -2.60% (-$5.9K) YoY +3.66% (+$7.8K)
(SCHAcusip808524607)	9.3K	QoQ +10.45% (+884) YoY +114.12% (+5.0K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$658.5M)	QoQ +0.07% (+$169) YoY +1.88% (+$4.1K)
ICICI BANK LTD(IBNcusip45104G104)	6.9K	QoQ -1.86% (-132) YoY -17.52% (-1.5K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$658.5M)	QoQ +3.58% (-$7.6K) YoY -1.56% (-$3.5K)
(cusip81369Y704)✕	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$218.1K	0.0% ($218.1K/$658.5M)	QoQ -0.52% (-$1.1K) YoY +4.05% (+$8.5K)
(GDXcusip92189F106)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$658.5M)	QoQ NEW(+$216.1K) YoY NEW(+$216.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	730	QoQ -12.67% (-106) YoY -18.88% (-170)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$658.5M)	QoQ -11.24% (-$27.3K) YoY -1.30% (-$2.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	2.9K	QoQ -3.16% (-94) YoY -10.44% (-336)	All Managers (Combined)	$215.1K	0.0% ($215.1K/$658.5M)	QoQ -5.13% (-$11.6K) YoY -12.75% (-$31.5K)
(cusip880770952)✕	—	QoQ - YoY NEW	All Managers (Combined)	$214.8K	0.0% ($214.8K/$658.5M)	QoQ -34.40% (-$112.6K) YoY NEW(+$214.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	806	QoQ NEW(+806) YoY NEW(+806)	All Managers (Combined)	$213.2K	0.0% ($213.2K/$658.5M)	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
(cusip464287242)✕	1.9K	QoQ NEW(+1.9K) YoY -9.31% (-200)	All Managers (Combined)	$211.6K	0.0% ($211.6K/$658.5M)	QoQ NEW(+$211.6K) YoY -9.50% (-$22.2K)
Shell plc(SHELcusip780259305)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$209.1K	0.0% ($209.1K/$658.5M)	QoQ NEW(+$209.1K) YoY NEW(+$209.1K)
(cusip808524870)✕	7.7K	QoQ -1.73% (-136) YoY +68.34% (-3.1K)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$658.5M)	QoQ +2.29% (-$4.6K) YoY -13.21% (-$31.5K)
(cusip33738R605)✕	3.8K	QoQ +0.18% (-7) YoY NEW(+3.8K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$658.5M)	QoQ -6.93% (-$15.4K) YoY NEW(+$206.0K)
(cusip33733E104)✕	2.3K	QoQ 0.00% (+0) YoY -17.90% (-500)	All Managers (Combined)	$205.5K	0.0% ($205.5K/$658.5M)	QoQ +2.07% (+$4.2K) YoY -14.07% (-$33.7K)
ASTRAZENECA PLC(AZNcusip046353108)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$204.4K	0.0% ($204.4K/$658.5M)	QoQ NEW(+$204.4K) YoY NEW(+$204.4K)
UNITED RENTALS, INC.(URIcusip911363109)	325	QoQ -10.71% (-39) YoY -0.30% (-1)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$658.5M)	QoQ -20.56% (-$52.7K) YoY -13.35% (-$31.4K)
(SPDWcusip78463X889)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$658.5M)	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
(cusip74347X831)✕	3.5K	QoQ +11.76% (-370) YoY NEW(+3.5K)	All Managers (Combined)	$201.4K	0.0% ($201.4K/$658.5M)	QoQ -19.06% (-$47.5K) YoY NEW(+$201.4K)