Mayflower Financial Advisors, LLC
Top Portfolio Positions
250 positions ·
$489,560,893 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
1,122,126 | $161,159,736 | 32.92% | |
| AAPL |
Apple Inc.
Technology
|
87,377 | $22,175,408 | 4.53% | |
| MSFT |
Microsoft Corp
Technology
|
44,152 | $16,343,745 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
70,208 | $12,244,275 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,315 | $12,168,101 | 2.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,504 | $12,033,891 | 2.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,908 | $7,895,099 | 1.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
98,330 | $6,488,796 | 1.33% | |
| AVGO |
Broadcom Inc.
Technology
|
20,178 | $6,245,292 | 1.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
23,517 | $5,748,495 | 1.17% |
Portfolio Trend
Holdings in SLQT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,942 | 28,480 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $40,156 | 28,480 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $86,653 | 44,211 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $105,222 | 44,211 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $147,664 | 44,211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $164,464 | 44,211 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $95,937 | 44,211 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $127,542 | 46,211 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $92,422 | 46,211 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $63,309 | 46,211 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $54,066 | 46,211 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $90,111 | 46,211 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $100,277 | 46,211 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $31,053 | 46,211 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $40,085 | 54,911 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $136,179 | 54,911 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $153,201 | 54,911 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $524,673 | 57,911 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $748,789 | 57,911 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,115,365 | 57,911 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,708,953 | 57,911 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,160,153 | 55,911 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $62,250 | 3,000 | Call | Sole | 2021-04-12 | |
| No 13F history on record for this holder in this stock. | ||||||