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 9 of 20

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81369Y506

Shares:9.2K

Value:$859.3K

% of Portfolio:0.1% ($859.3K/$658.5M)

ONEOK INC /NEW/

OKE|682680103

Shares:8.3K

Value:$827.7K

% of Portfolio:0.1% ($827.7K/$658.5M)

922908637

VV|922908637

Shares:3.1K

Value:$805.0K

% of Portfolio:0.1% ($805.0K/$658.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$658.5M)

922908751

VB|922908751

Shares:3.5K

Value:$786.2K

% of Portfolio:0.1% ($786.2K/$658.5M)

GE Vernova Inc.

GEV|36828A101

Shares:2.5K

Value:$776.3K

% of Portfolio:0.1% ($776.3K/$658.5M)

8X8 INC /DE/

EGHT|282914100

Shares:382.7K

Value:$765.4K

% of Portfolio:0.1% ($765.4K/$658.5M)

808524805

SCHF|808524805

Shares:38.5K

Value:$762.1K

% of Portfolio:0.1% ($762.1K/$658.5M)

464288109

Shares:9.3K

Value:$760.0K

% of Portfolio:0.1% ($760.0K/$658.5M)

922908553

VNQ|922908553

Shares:8.2K

Value:$745.6K

% of Portfolio:0.1% ($745.6K/$658.5M)

SHOPIFY INC.

SHOP|82509L107

Shares:7.8K

Value:$742.9K

% of Portfolio:0.1% ($742.9K/$658.5M)

464287226

Shares:7.4K

Value:$734.3K

% of Portfolio:0.1% ($734.3K/$658.5M)

CORNING INC /NY

GLW|219350105

Shares:16.0K

Value:$733.8K

% of Portfolio:0.1% ($733.8K/$658.5M)

464287614

IWF|464287614

Shares:2.0K

Value:$733.7K

% of Portfolio:0.1% ($733.7K/$658.5M)

03073E105

Shares:2.6K

Value:$730.5K

% of Portfolio:0.1% ($730.5K/$658.5M)

464287598

IWD|464287598

Shares:3.9K

Value:$729.3K

% of Portfolio:0.1% ($729.3K/$658.5M)

HUBSPOT INC

HUBS|443573100

Shares:1.3K

Value:$727.8K

% of Portfolio:0.1% ($727.8K/$658.5M)

78462F953

Shares:—

Value:$725.9K

% of Portfolio:0.1% ($725.9K/$658.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.5K

Value:$722.9K

% of Portfolio:0.1% ($722.9K/$658.5M)

WATSCO INC

WSO|942622200

Shares:1.4K

Value:$722.8K

% of Portfolio:0.1% ($722.8K/$658.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y506)✕	9.2K	QoQ +1.25% (+114) YoY -0.31% (-29)	All Managers (Combined)	$859.3K	0.1% ($859.3K/$658.5M)	QoQ +10.45% (+$81.4K) YoY -1.32% (-$11.6K)
ONEOK INC /NEW/(OKEcusip682680103)	8.3K	QoQ +0.04% (-4) YoY +28.75% (+1.9K)	All Managers (Combined)	$827.7K	0.1% ($827.7K/$658.5M)	QoQ -1.12% (-$9.4K) YoY +59.34% (+$308.3K)
(VVcusip922908637)	3.1K	QoQ +10.12% (+288) YoY +11.26% (+317)	All Managers (Combined)	$805.0K	0.1% ($805.0K/$658.5M)	QoQ +4.95% (+$38.0K) YoY +19.27% (+$130.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$658.5M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(VBcusip922908751)	3.5K	QoQ +5.03% (-170) YoY +3.77% (+129)	All Managers (Combined)	$786.2K	0.1% ($786.2K/$658.5M)	QoQ -3.05% (-$24.8K) YoY +0.68% (+$5.3K)
GE Vernova Inc.(GEVcusip36828A101)	2.5K	QoQ -4.47% (-119) YoY NEW(+2.5K)	All Managers (Combined)	$776.3K	0.1% ($776.3K/$658.5M)	QoQ -11.33% (-$99.3K) YoY NEW(+$776.3K)
8X8 INC /DE/(EGHTcusip282914100)	382.7K	QoQ 0.00% (-0) YoY +0.52% (-2.0K)	All Managers (Combined)	$765.4K	0.1% ($765.4K/$658.5M)	QoQ -25.09% (-$256.4K) YoY -25.53% (-$262.5K)
(SCHFcusip808524805)	38.5K	QoQ 0.00% (+0) YoY +100.00% (+19.3K)	All Managers (Combined)	$762.1K	0.1% ($762.1K/$658.5M)	QoQ +6.91% (+$49.3K) YoY +1.38% (+$10.4K)
(cusip464288109)✕	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$760.0K	0.1% ($760.0K/$658.5M)	QoQ NEW(+$760.0K) YoY NEW(+$760.0K)
(VNQcusip922908553)	8.2K	QoQ -3.67% (-314) YoY -14.78% (-1.4K)	All Managers (Combined)	$745.6K	0.1% ($745.6K/$658.5M)	QoQ -2.09% (-$15.9K) YoY -10.78% (-$90.1K)
SHOPIFY INC.(SHOPcusip82509L107)	7.8K	QoQ -6.82% (-570) YoY +17.48% (+1.2K)	All Managers (Combined)	$742.9K	0.1% ($742.9K/$658.5M)	QoQ -16.33% (-$145.0K) YoY +45.35% (+$231.8K)
(cusip464287226)✕	7.4K	QoQ -16.58% (-1.5K) YoY -35.87% (-4.2K)	All Managers (Combined)	$734.3K	0.1% ($734.3K/$658.5M)	QoQ -14.84% (-$128.0K) YoY -35.22% (-$399.4K)
CORNING INC /NY(GLWcusip219350105)	16.0K	QoQ +0.23% (-37) YoY -1.48% (-241)	All Managers (Combined)	$733.8K	0.1% ($733.8K/$658.5M)	QoQ -3.43% (-$26.1K) YoY +36.84% (-$197.5K)
(IWFcusip464287614)	2.0K	QoQ +0.64% (-13) YoY +137.38% (+1.2K)	All Managers (Combined)	$733.7K	0.1% ($733.7K/$658.5M)	QoQ -9.50% (-$77.1K) YoY +154.31% (+$445.2K)
(cusip03073E105)✕	2.6K	QoQ +0.38% (+10) YoY +0.84% (+22)	All Managers (Combined)	$730.5K	0.1% ($730.5K/$658.5M)	QoQ +24.24% (+$142.6K) YoY +15.39% (+$97.5K)
(IWDcusip464287598)	3.9K	QoQ +1.01% (+39) YoY -9.05% (-386)	All Managers (Combined)	$729.3K	0.1% ($729.3K/$658.5M)	QoQ +2.66% (+$19.0K) YoY -4.46% (-$34.1K)
HUBSPOT INC(HUBScusip443573100)	1.3K	QoQ +2.99% (-37) YoY NEW(+1.3K)	All Managers (Combined)	$727.8K	0.1% ($727.8K/$658.5M)	QoQ -15.55% (-$134.1K) YoY NEW(+$727.8K)
(cusip78462F953)✕	—	QoQ - YoY NEW	All Managers (Combined)	$725.9K	0.1% ($725.9K/$658.5M)	QoQ -4.72% (-$36.0K) YoY NEW(+$725.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.5K	QoQ +0.67% (+10) YoY -99.79% (-727.6K)	All Managers (Combined)	$722.9K	0.1% ($722.9K/$658.5M)	QoQ +21.20% (+$126.5K) YoY -41.10% (-$504.6K)
WATSCO INC(WSOcusip942622200)	1.4K	QoQ -5.38% (-81) YoY -22.12% (-404)	All Managers (Combined)	$722.8K	0.1% ($722.8K/$658.5M)	QoQ +1.48% (-$10.5K) YoY -8.36% (-$66.0K)