Mayflower Financial Advisors, LLC

CIK

1852930

Location

BOSTON, MA

Portfolio Value

Mid $1,155,863,458

Diversification

Diversified

Filing Date

Global Rank

#2,272 / 8,794 ▲ 677 · as of Jun 2026

Top Industry

Utilities - Regulated Electric 10.9%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

352 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.7%

+13.8 pts

Top 5

33.8%

+10.6 pts

Top 10

45.6%

+10.7 pts

HHI

500

Diversified+323

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.1%	$590,633,542	78
Technology	10.8%	$124,341,102	53
Healthcare	5.8%	$67,578,872	32
Utilities	5.4%	$61,881,334	7
Financial Services	5.3%	$61,715,343	58
Consumer Defensive	5.0%	$57,368,356	17
Consumer Cyclical	4.4%	$50,429,809	17
Energy	4.0%	$46,270,496	20
Communication Services	3.7%	$42,647,718	9
Industrials	3.6%	$41,082,943	45
Basic Materials	0.8%	$9,492,002	11
Real Estate	0.2%	$2,421,941	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DUK	Duke Energy CORP	+283,267	290,804	$36,809,970
BMY	Bristol Myers Squibb Co	+200,153	208,112	$11,991,413
MO	Altria Group, Inc.	+174,554	272,884	$19,634,003
XOM	ExxonMobil Holdings Corp	+133,965	158,404	$21,656,994
VZ	Verizon Communications Inc	+129,887	156,601	$6,630,486
NEE	Nextera Energy Inc	+119,752	134,109	$11,770,746
—		+109,607	162,027	$7,608,844
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+101,751	607,377	$49,817,379
SO	Southern Co	+100,417	103,571	$9,912,780
PG	PROCTER & GAMBLE Co	+100,283	115,628	$16,955,689
VB	Vanguard Morningstar Small-Cap ETF	+94,779	165,423	$35,858,261
MCD	Mcdonalds Corp	+94,693	99,360	$26,858,001
BAI	iShares A.I. Innovation and Tech Active ETF	+93,867	863,422	$40,673,413
FNDA	Schwab Fundamental U.S. Small Company ETF	+92,008	1,194,591	$33,229,218
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+89,930	2,107,346	$227,262,789
ABBV	AbbVie Inc.	+81,369	101,672	$25,584,742
CVX	Chevron Corp	+74,231	98,259	$16,287,411
PEP	Pepsico Inc	+56,361	68,214	$9,236,175
JA	Janus Henderson AA-A CLO ETF	+40,410	97,899	$4,942,920
UPS	United Parcel Service Inc	+40,131	45,048	$4,842,660
T	At&T Inc.	+35,784	79,282	$1,641,137
DVVY	Invesco Diversified Dividend Opportunities ETF	+33,813	207,550	$5,203,278
IBM	International Business Machines Corp	+31,632	37,939	$10,668,826
DCOR	Dimensional US Core Equity 1 ETF	+23,571	61,126	$2,939,190
IBIT	iShares Bitcoin Trust ETF	+23,485	35,711	$1,188,819
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	−16,843	44,231	$4,283,743
BNDW	Vanguard Total World Bond ETF	−16,293	68,780	$5,487,952
VEA	Vanguard FTSE Developed Markets ETF	−8,321	86,785	$6,183,431
IVZ	Invesco Ltd.	−6,762	32,588	$5,264,265
CAAA	First Trust AAA CMBS ETF	−5,974	5,402	$241,739
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−5,041	6,876	$347,788
EGHT	8X8 Inc /De/	−5,029	384,630	$657,717
SOFI	SoFi Technologies, Inc.	−4,412	24,790	$444,484
BNDX	Vanguard Total International Bond ETF	−3,840	14,761	$714,875
AAPL	Apple Inc.	−3,592	83,785	$24,244,027
VEU	Vanguard FTSE All-World Ex-US ETF	−3,335	99,685	$10,098,614
AIEQ	Amplify AI Powered Equity ETF	−3,024	23,762	$1,686,988
OUNZ	VanEck Merk Gold ETF	−2,880	35,845	$1,383,258
ANEW	ProShares MSCI Transformational Changes ETF	−2,612	9,359	$880,631
DELL	Dell Technologies Inc.	−2,518	5,413	$2,335,492
BKF	iShares MSCI BIC ETF	−2,247	73,889	$7,484,810
CMCSA	Comcast Corp	−2,095	10,958	$269,018
BILZ	PIMCO Ultra Short Government Active ETF	−2,081	17,772	$1,791,595
NVT	nVent Electric plc	−1,869	3,636	$616,701
TE	T1 Energy Inc.	−1,770	19,655	$186,329
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,759	17,466	$1,069,443
ABT	Abbott Laboratories	−1,697	15,058	$1,366,362
CGGO	Capital Group Global Growth Equity ETF	−1,543	13,910	$588,810
—		−1,426	18,456	$1,658,271
GOOGL	Alphabet Inc.	−1,396	75,323	$26,779,890
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAAD	PGIM AAA CLO Aggregate Duration ETF	115,472	$5,721,637
ARCC	Ares Capital Corp	76,250	$1,412,912
FIG	Figma, Inc.	46,149	$834,835
GLTR	abrdn Precious Metals Basket ETF Trust	4,498	$814,812
STX	Seagate Technology Holdings plc	507	$489,255
RKLB	Rocket Lab Corp	4,646	$472,265
KLAC	Kla Corp	1,521	$458,900
VBIL	Vanguard 0-3 Month Treasury Bill ETF	5,075	$384,076
WDC	Western Digital Corp	597	$381,315
FCAL	First Trust California Municipal High income ETF	16,048	$286,938
NVO	Novo Nordisk A S	5,962	$285,818
CARR	CARRIER GLOBAL Corp	3,668	$269,047
BHP	BHP Group Ltd	3,158	$263,092
CRWV	CoreWeave, Inc.	2,626	$261,392
IONQ	IonQ, Inc.	4,782	$254,689
WULF	Terawulf Inc.	10,000	$247,000
CRH	Crh Public Ltd Co	2,275	$243,425
AMSC	American Superconductor Corp /De/	5,730	$237,852
APD	Air Products & Chemicals, Inc.	810	$237,475
ASX	ASE Technology Holding Co., Ltd.	5,258	$237,240
WELL	Welltower Inc.	1,039	$235,821
TD	Toronto Dominion Bank	1,933	$234,724
Q	Qnity Electronics, Inc.	1,435	$234,349
MNST	Monster Beverage Corp	2,375	$228,285
MUFG	Mitsubishi Ufj Financial Group Inc	11,437	$227,481
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	16,173	$3,655,583
FNF	Fidelity National Financial, Inc.	13,600	$630,768
ACGL	Arch Capital Group Ltd.	3,359	$322,430
INTU	Intuit Inc.	726	$313,907
ISRG	Intuitive Surgical Inc	491	$226,346
TM	Toyota Motor Corp/	1,092	$225,050
CGCB	Capital Group Core Bond ETF	7,947	$215,761
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

352 tracked positions · $1,155,863,458 total · filing declares 499 positions · $1,157,752,547 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 352 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,107,346	+89,930	$227,262,789	—	19.66%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	607,377	+101,751	$49,817,379	+40.5%	4.31%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	863,422	+93,867	$40,673,413	+29.8%	3.52%
DUK	Duke Energy CORP Utilities	Added	290,804	+283,267	$36,809,970	+3629.9%	3.18%
VB	Vanguard Morningstar Small-Cap ETF	Added	165,423	+94,779	$35,858,261	+92.3%	3.10%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,194,591	+92,008	$33,229,218	+11.1%	2.87%
MCD	Mcdonalds Corp Consumer Cyclical	Added	99,360	+94,693	$26,858,001	+1751.7%	2.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	75,323	-1,396	$26,779,890	+21.5%	2.32%
ABBV	AbbVie Inc. Healthcare	Added	101,672	+81,369	$25,584,742	+479.4%	2.21%
AAPL	Apple Inc. Technology	Reduced	83,785	-3,592	$24,244,027	+9.3%	2.10%
XOM	ExxonMobil Holdings Corp Energy	Added	158,404	+133,965	$21,656,994	+422.3%	1.87%
MO	Altria Group, Inc. Consumer Defensive	Added	272,884	+174,554	$19,634,003	+202.6%	1.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	115,628	+100,283	$16,955,689	+665.0%	1.47%
MSFT	Microsoft Corp Technology	Added	44,901	+749	$16,748,971	+2.5%	1.45%
CVX	Chevron Corp Energy	Added	98,259	+74,231	$16,287,411	+227.6%	1.41%
NVDA	Nvidia Corp Technology	Reduced	69,745	-463	$13,955,277	+14.0%	1.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,249	-255	$13,627,805	+13.2%	1.18%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	260,648	+10,411	$13,183,575	+5.6%	1.14%
BMY	Bristol Myers Squibb Co Healthcare	Added	208,112	+200,153	$11,991,413	+2384.2%	1.04%
NEE	Nextera Energy Inc Utilities	Added	134,109	+119,752	$11,770,746	+782.7%	1.02%
IBM	International Business Machines Corp Technology	Added	37,939	+31,632	$10,668,826	+597.9%	0.92%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	99,685	-3,335	$10,098,614	+9.5%	0.87%
SO	Southern Co Utilities	Added	103,571	+100,417	$9,912,780	+3156.2%	0.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,364	+1,456	$9,382,015	+18.8%	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,724	-382	$9,369,302	+2.3%	0.81%
PEP	Pepsico Inc Consumer Defensive	Added	68,214	+56,361	$9,236,175	+401.8%	0.80%
BIV	Vanguard Intermediate-Term Bond ETF	Added	116,850	+2,209	$8,636,321	+1.6%	0.75%
		Added	162,027	+109,607	$7,608,844	+97.9%	0.66%
BKF	iShares MSCI BIC ETF	Reduced	73,889	-2,247	$7,484,810	+18.1%	0.65%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	158,316	-81	$7,363,638	+1.4%	0.64%
AVGO	Broadcom Inc. Technology	Reduced	18,934	-1,244	$7,152,318	+14.5%	0.62%
GLD	Spdr Gold Trust	Added	19,192	+6,137	$7,069,948	+25.9%	0.61%
VZ	Verizon Communications Inc Communication Services	Added	156,601	+129,887	$6,630,486	+394.4%	0.57%
VIG	Vanguard Dividend Appreciation ETF	Reduced	32,383	-173	$6,307,388	+8.7%	0.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,246	+915	$6,299,793	+16.8%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	24,544	+1,027	$6,233,439	+8.4%	0.54%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	86,785	-8,321	$6,183,431	+1.5%	0.53%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	89,407	+4,296	$6,048,682	+13.6%	0.52%
MS	Morgan Stanley Financial Services	Added	28,503	+192	$5,958,267	+27.9%	0.52%
CAT	Caterpillar Inc Industrials	Added	5,417	+310	$5,768,563	+59.4%	0.50%
AAAD	PGIM AAA CLO Aggregate Duration ETF	NEW	115,472	NEW	$5,721,637	NEW	0.50%
BNDW	Vanguard Total World Bond ETF	Reduced	68,780	-16,293	$5,487,952	−13.0%	0.47%
IVZ	Invesco Ltd. Financial Services	Reduced	32,588	-6,762	$5,264,265	+19.3%	0.46%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	64,619	+11,209	$5,223,045	+43.2%	0.45%
QQQ	Invesco Qqq Trust, Series 1	Added	7,084	+1,057	$5,216,657	+50.0%	0.45%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	207,550	+33,813	$5,203,278	+19.6%	0.45%
BCLO	iShares BBB-B CLO Active ETF	Added	98,140	+21,485	$5,000,831	+25.6%	0.43%
JA	Janus Henderson AA-A CLO ETF	Added	97,899	+40,410	$4,942,920	+70.7%	0.43%
UPS	United Parcel Service Inc Industrials	Added	45,048	+40,131	$4,842,660	+901.1%	0.42%
AGNG	Global X Funds Global X Aging Population ETF	Added	124,992	+602	$4,834,092	−3.7%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.