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 3 of 20

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Meta Platforms, Inc.

META|30303M102

Shares:7.1K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$658.5M)

00162Q452

Shares:74.7K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$658.5M)

78468R721

Shares:85.3K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$658.5M)

Broadcom Inc.

AVGO|11135F101

Shares:22.3K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$658.5M)

464287721

Shares:26.3K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$658.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:17.2K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$658.5M)

CHEVRON CORP

CVX|166764100

Shares:21.5K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$658.5M)

464288588

Shares:37.5K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$658.5M)

922042742

VT|922042742

Shares:29.9K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$658.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:15.7K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$658.5M)

092528603

Shares:62.5K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$658.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:26.2K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$658.5M)

922908629

VO|922908629

Shares:12.0K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$658.5M)

46429B663

Shares:25.0K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$658.5M)

464287655

IWM|464287655

Shares:15.0K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$658.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:17.0K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$658.5M)

921908844

VIG|921908844

Shares:14.6K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$658.5M)

46434G764

EMXC|46434G764

Shares:49.8K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$658.5M)

922042775

VEU|922042775

Shares:44.6K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$658.5M)

Mastercard Inc

MA|57636Q104

Shares:4.9K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	7.1K	QoQ +2.96% (+205) YoY +5.69% (+384)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$658.5M)	QoQ +1.35% (+$54.8K) YoY +25.45% (+$833.3K)
(cusip00162Q452)✕	74.7K	QoQ +5.56% (+3.9K) YoY +32.77% (+18.4K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$658.5M)	QoQ +13.85% (+$471.8K) YoY +45.30% (+$1.2M)
(cusip78468R721)✕	85.3K	QoQ -0.38% (-333) YoY -16.56% (-16.9K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$658.5M)	QoQ -1.58% (-$62.1K) YoY -19.09% (-$907.8K)
Broadcom Inc.(AVGOcusip11135F101)	22.3K	QoQ -12.68% (-3.2K) YoY +746.79% (+19.7K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$658.5M)	QoQ -36.94% (-$2.2M) YoY +6.95% (+$243.2K)
(cusip464287721)✕	26.3K	QoQ +5.86% (-1.5K) YoY +11.51% (+2.7K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$658.5M)	QoQ -6.79% (-$268.8K) YoY +15.96% (+$507.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	17.2K	QoQ +2.79% (-468) YoY -15.31% (-3.1K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$658.5M)	QoQ -3.64% (-$137.8K) YoY -12.63% (-$527.4K)
CHEVRON CORP(CVXcusip166764100)	21.5K	QoQ -0.31% (-68) YoY +28.82% (+4.8K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$658.5M)	QoQ +15.13% (-$473.2K) YoY +36.61% (+$964.8K)
(cusip464288588)✕	37.5K	QoQ -14.46% (-6.3K) YoY +25.87% (+7.7K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$658.5M)	QoQ -12.50% (-$503.1K) YoY +27.72% (+$763.9K)
(VTcusip922042742)	29.9K	QoQ +1.81% (+533) YoY -2.06% (-630)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$658.5M)	QoQ +0.49% (+$16.9K) YoY +2.76% (-$93.3K)
AbbVie Inc.(ABBVcusip00287Y109)	15.7K	QoQ +0.53% (+83) YoY -3.18% (-517)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$658.5M)	QoQ +18.53% (+$515.4K) YoY +11.39% (-$337.3K)
(cusip092528603)✕	62.5K	QoQ +22.48% (+11.5K) YoY +155.22% (+38.0K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$658.5M)	QoQ +23.33% (+$619.3K) YoY +154.83% (+$2.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	26.2K	QoQ +0.19% (+52) YoY -28.99% (-10.7K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$658.5M)	QoQ +10.77% (+$303.1K) YoY -27.35% (-$1.2M)
(VOcusip922908629)	12.0K	QoQ +0.76% (-91) YoY -3.94% (-494)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$658.5M)	QoQ -1.34% (-$42.5K) YoY -0.57% (-$18.1K)
(cusip46429B663)✕	25.0K	QoQ +0.65% (+163) YoY -3.52% (-914)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$658.5M)	QoQ +8.59% (+$240.0K) YoY +6.02% (-$172.4K)
(IWMcusip464287655)	15.0K	QoQ -0.05% (-8) YoY -6.93% (-1.1K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$658.5M)	QoQ -9.76% (-$324.5K) YoY -11.71% (-$397.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	17.0K	QoQ +0.25% (+44) YoY -4.56% (-814)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$658.5M)	QoQ +1.91% (+$54.5K) YoY +0.23% (-$6.8K)
(VIGcusip921908844)	14.6K	QoQ +0.31% (-46) YoY -11.18% (-1.8K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$658.5M)	QoQ -0.63% (-$18.0K) YoY -5.65% (-$170.0K)
(EMXCcusip46434G764)	49.8K	QoQ -27.17% (-18.6K) YoY +35.18% (+13.0K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$658.5M)	QoQ -27.65% (-$1.0M) YoY +29.36% (+$623.1K)
(VEUcusip922042775)	44.6K	QoQ +0.39% (+177) YoY -8.66% (-4.2K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$658.5M)	QoQ +6.08% (+$155.1K) YoY -5.53% (-$158.5K)
Mastercard Inc(MAcusip57636Q104)	4.9K	QoQ +5.48% (+256) YoY +22.96% (+920)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$658.5M)	QoQ +9.79% (+$241.0K) YoY +39.95% (+$770.8K)