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 20 of 20

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TARGET CORP

TGT|87612E106

Shares:1.9K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$658.5M)

316092840

Shares:4.0K

Value:$200.7K

% of Portfolio:0.0% ($200.7K/$658.5M)

BROOKLINE BANCORP INC

BRKL|11373M107

Shares:16.0K

Value:$174.4K

% of Portfolio:0.0% ($174.4K/$658.5M)

Nuveen Taxable Municipal Income Fund

NBB|67074C103

Shares:10.5K

Value:$168.2K

% of Portfolio:0.0% ($168.2K/$658.5M)

BLACKROCK CREDIT ALLOCATION INCOME TRUST

BTZ|092508100

Shares:14.0K

Value:$150.1K

% of Portfolio:0.0% ($150.1K/$658.5M)

SelectQuote, Inc.

SLQT|816307300

Shares:44.2K

Value:$147.7K

% of Portfolio:0.0% ($147.7K/$658.5M)

WIPRO LTD

WIT|97651M109

Shares:24.3K

Value:$74.5K

% of Portfolio:0.0% ($74.5K/$658.5M)

928298AP3

Shares:—

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TARGET CORP(TGTcusip87612E106)	1.9K	QoQ +24.45% (-379) YoY +12.60% (-216)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$658.5M)	QoQ -3.92% (-$8.2K) YoY -33.68% (-$102.3K)
(cusip316092840)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$200.7K	0.0% ($200.7K/$658.5M)	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
BROOKLINE BANCORP INC(BRKLcusip11373M107)	16.0K	QoQ 0.00% (-0) YoY +19.69% (+2.6K)	All Managers (Combined)	$174.4K	0.0% ($174.4K/$658.5M)	QoQ -7.62% (-$14.4K) YoY +30.99% (+$41.3K)
Nuveen Taxable Municipal Income Fund(NBBcusip67074C103)	10.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$168.2K	0.0% ($168.2K/$658.5M)	QoQ +6.94% (+$10.9K) YoY +4.56% (+$7.3K)
BLACKROCK CREDIT ALLOCATION INCOME TRUST(BTZcusip092508100)	14.0K	QoQ -17.64% (-3.0K) YoY -26.41% (-5.0K)	All Managers (Combined)	$150.1K	0.0% ($150.1K/$658.5M)	QoQ -15.60% (-$27.7K) YoY -26.21% (-$53.3K)
SelectQuote, Inc.(SLQTcusip816307300)	44.2K	QoQ 0.00% (-0) YoY -4.32% (-2.0K)	All Managers (Combined)	$147.7K	0.0% ($147.7K/$658.5M)	QoQ -10.21% (-$16.8K) YoY +59.77% (-$55.2K)
WIPRO LTD(WITcusip97651M109)	24.3K	QoQ +2.17% (-517) YoY NEW(+24.3K)	All Managers (Combined)	$74.5K	0.0% ($74.5K/$658.5M)	QoQ -11.68% (-$9.9K) YoY NEW(+$74.5K)
(cusip928298AP3)✕	—	QoQ - YoY -	All Managers (Combined)	$16.6K	0.0% ($16.6K/$658.5M)	QoQ +0.28% (+$48) YoY -0.16% (-$28)