Mayflower Financial Advisors
$1.2B 13F equity value
507 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 56,689 | $42M | 3.7% |
| SPYM | SPDR SERIES TRUST | 476,835 | $42M | 3.6% |
| DUK | DUKE ENERGY CORP NEW | 290,804 | $37M | 3.2% |
| MCD | MCDONALDS CORP | 99,360 | $27M | 2.3% |
| ABBV | ABBVIE INC | 101,672 | $26M | 2.2% |
| AAPL | APPLE INC | 83,785 | $24M | 2.1% |
| XOM | EXXON MOBIL CORP | 158,404 | $22M | 1.9% |
| MO | ALTRIA GROUP INC | 272,884 | $20M | 1.7% |
| IVW | ISHARES TR | 140,415 | $19M | 1.7% |
| SCHD | SCHWAB STRATEGIC TR | 574,381 | $18M | 1.6% |
Track Mayflower Financial Advisors's 13F portfolio: $1.2B in reported holdings, 507 positions. Top holdings and quarterly changes on SentiSense.
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