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Mayflower Financial Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Mayflower Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Mayflower Financial Advisors LLC. In the Mayflower Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Mayflower Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Mayflower Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 147,129 -1,103 $46,035
     IVV147,129-1,103$46,035
MCDONALDS CORP 123,953 +43 $28,601
     MCD123,953+43$28,601
DUKE ENERGY CORP NEW 286,120 +26 $26,615
     DUK286,120+26$26,615
PROCTER AND GAMBLE CO 156,860 -835 $19,804
     PG156,860-835$19,804
EXXON MOBIL CORP 199,783 +9,087 $17,443
     XOM199,783+9,087$17,443
BRISTOL MYERS SQUIBB CO 226,187 +165 $16,080
     BMY226,187+165$16,080
ISHARES TR (IJH) 65,203 -1,098 $14,296
     IJH65,203-1,098$14,296
UNITED PARCEL SERVICE INC 85,749 +87 $13,852
     UPS85,749+87$13,852
APPLE INC 100,798 +2,085 $13,295
     AAPL100,798+2,085$13,295
CHEVRON CORP NEW 90,660 +810 $13,025
     CVX90,660+810$13,025
ABBVIE INC 95,075 +292 $12,760
     ABBV95,075+292$12,760
NEXTERA ENERGY INC 135,449 +3,218 $10,621
     NEE135,449+3,218$10,621
SPDR SER TR (SPLG) 246,951 +82,789 $10,369
     SPLG246,951+82,789$10,369
ALTRIA GROUP INC 241,423 +7,248 $9,749
     MO241,423+7,248$9,749
MICROSOFT CORP 40,774 +408 $9,496
     MSFT40,774+408$9,496
ISHARES TR (ESGU) 129,356 +38,038 $8,589
     ESGU129,356+38,038$8,589
VANGUARD WORLD FD (MGV) 95,494 +95,494 $8,587
     MGV95,494+95,494$8,587
ISHARES TR (USMV) 126,485 +215 $8,361
     USMV126,485+215$8,361
SPDR S&P 500 ETF TR (SPY) 23,015 +1,660 $8,221
     SPY23,015+1,660$8,221
CAPITAL GROUP INTL FOCUS EQT 435,748 +435,748 $8,153
     CGXU435,748+435,748$8,153
ISHARES TR (MUB) 79,348 -16,738 $8,139
     MUB79,348-16,738$8,139
VANGUARD BD INDEX FDS (BND) 106,019 -14 $7,562
     BND106,019-14$7,562
ISHARES TR (IJR) 84,674 +4,849 $7,383
     IJR84,674+4,849$7,383
PEPSICO INC 44,565 +513 $7,276
     PEP44,565+513$7,276
SOUTHERN CO 103,196 +6 $7,017
     SO103,196+6$7,017
INTEL CORP 267,703 -147 $6,899
     INTC267,703-147$6,899
ISHARES TR (VLUE) 72,722 -460 $5,953
     VLUE72,722-460$5,953
SCHWAB STRATEGIC TR 211,233 +211,233 $5,862
     SCHC211,233+211,233$5,862
VERIZON COMMUNICATIONS INC 151,374 -1,039 $5,748
     VZ151,374-1,039$5,748
SCHWAB STRATEGIC TR 91,790 +91,790 $5,556
     SCHM91,790+91,790$5,556
MATIV HOLDINGS INC 251,200 +120,000 $5,546
     SWM251,200+120,000$5,546
WAYFAIR INC 162,553 +3 $5,291
     W162,553+3$5,291
BERKSHIRE HATHAWAY INC DEL      $5,049
     BRK.B17,388+269$4,643
     BRK.A1UNCH$406
SCHWAB STRATEGIC TR 115,080 +115,080 $4,874
     SCHX115,080+115,080$4,874
ISHARES TR (USRT) 101,832 +101,832 $4,837
     USRT101,832+101,832$4,837
INTERNATIONAL BUSINESS MACHS 39,014 -55 $4,635
     IBM39,014-55$4,635
VANGUARD INDEX FDS (VTI) 22,889 -1,653 $4,108
     VTI22,889-1,653$4,108
VANGUARD TAX MANAGED FDS (VEA) 111,384 +7,933 $4,050
     VEA111,384+7,933$4,050
SPDR S&P MIDCAP 400 ETF TR (MDY) 10,020 -120 $4,025
     MDY10,020-120$4,025
ISHARES TR (GOVT) 172,190 +84,835 $3,919
     GOVT172,190+84,835$3,919
VANGUARD INDEX FDS (VOO) 11,847 -381 $3,890
     VOO11,847-381$3,890
ISHARES TR (IEFA) 72,097 -16 $3,797
     IEFA72,097-16$3,797
PIMCO ETF TR (MINT) 38,158 -665 $3,772
     MINT38,158-665$3,772
AMAZON COM INC 249,973 +1,089 $3,769
     AMZN249,973+1,089$3,769
LILLY ELI & CO 11,275 +7,387 $3,646
     LLY11,275+7,387$3,646
3M CO 32,944 -7 $3,640
     MMM32,944-7$3,640
ALPHABET INC 37,472 +35,660 $3,584
     GOOGL37,472+35,660$3,584
MORGAN STANLEY 44,895 +1,679 $3,547
     MS44,895+1,679$3,547
HONEYWELL INTL INC 20,157 +552 $3,366
     HON20,157+552$3,366
JOHNSON & JOHNSON 19,971 +56 $3,263
     JNJ19,971+56$3,263

See Full List: All Stocks Held By Mayflower Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mayflower Financial Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $735,806
At 06/30/2022: $652,645

Mayflower Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mayflower Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Mayflower Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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