Mayflower Financial Advisors, LLC Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Mayflower Financial Advisors, LLCInvestment ActivityMayflower Financial Advisors, LLC has $724.20 million in total holdings as of December 31, 2023.Mayflower Financial Advisors, LLC owns shares of 343 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, Mayflower Financial Advisors, LLC has purchased 340 new stocks and bought additional shares in 121 stocks.Mayflower Financial Advisors, LLC sold shares of 168 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $47,046,534McDonald's $32,377,150Duke Energy $27,788,348SPDR Portfolio S&P 500 ETF $20,070,366Procter & Gamble $19,389,985 Largest New Holdings this Quarter iShares Short Treasury Bond ETF $1,428,716 HoldingiShares MSCI Emerging Markets ex China ETF $1,000,206 HoldingSPDR Portfolio Short Term Treasury ETF $524,323 HoldingiShares Global Energy ETF $419,924 HoldingCAPITAL GROUP DIVIDEND GROWE $314,656 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 89,978 shares (about $5.03M)Vanguard Tax-Exempt Bond ETF 63,432 shares (about $3.24M)SPDR Nuveen Barclays Municipal Bond ETF 67,124 shares (about $3.15M)iShares Core Total USD Bond Market ETF 47,803 shares (about $2.20M)iShares Short Treasury Bond ETF 12,973 shares (about $1.43M) Largest Sales this Quarter iShares National Muni Bond ETF 61,090 shares (about $6.62M)Vanguard Total Bond Market ETF 25,372 shares (about $1.87M)iShares Core S&P Mid-Cap ETF 3,404 shares (about $943.43K)iShares MSCI USA Min Vol Factor ETF 9,627 shares (about $751.20K)Vanguard Intermediate-Term Bond ETF 9,454 shares (about $722.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMayflower Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$47,046,534$501,413 ▼-1.1%117,2856.5%ETFMCDMcDonald's$32,377,150$34,988 ▲0.1%109,1944.5%Retail/WholesaleDUKDuke Energy$27,788,348$22,222 ▼-0.1%286,3603.8%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$20,070,366$5,029,764 ▲33.4%359,0412.8%ETFPGProcter & Gamble$19,389,985$32,239 ▲0.2%132,3192.7%Consumer StaplesAAPLApple$18,612,707$230,272 ▼-1.2%101,2792.6%Computer and TechnologyXOMExxon Mobil$16,934,598$366,026 ▼-2.1%169,3802.3%Oils/EnergyMSFTMicrosoft$16,486,689$45,877 ▼-0.3%43,8432.3%Computer and TechnologyABBVAbbVie$14,674,336$75,781 ▼-0.5%94,6912.0%MedicalUPSUnited Parcel Service$13,518,675$28,459 ▼-0.2%85,9801.9%TransportationCVXChevron$13,359,294$487,303 ▼-3.5%89,5641.8%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$11,112,426$943,427 ▼-7.8%40,0951.5%ETFBMYBristol-Myers Squibb$10,948,665$75,785 ▼-0.7%213,3831.5%MedicalSPYSPDR S&P 500 ETF Trust$10,640,275$212,463 ▲2.0%22,3861.5%FinanceWWayfair$10,027,422$617 ▲0.0%162,5191.4%Retail/WholesaleMOAltria Group$9,749,610$183,466 ▼-1.8%241,6861.3%Consumer StaplesBNDVanguard Total Bond Market ETF$8,734,158$1,866,115 ▼-17.6%118,7511.2%ETFNEENextEra Energy$8,180,471$158,653 ▼-1.9%134,6801.1%UtilitiesPEPPepsiCo$7,925,114$83,562 ▲1.1%46,6621.1%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$7,795,843$1,386,366 ▲21.6%52,9821.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,711,173$751,196 ▼-8.9%98,8231.1%ETFSOSouthern$7,237,099$18,021 ▲0.2%103,2101.0%UtilitiesBRK.BBerkshire Hathaway$7,232,841$15,693 ▲0.2%20,2791.0%FinanceMUBiShares National Muni Bond ETF$6,940,170$6,622,746 ▼-48.8%64,0181.0%ETFIJRiShares Core S&P Small-Cap ETF$6,873,933$250,056 ▼-3.5%63,5010.9%ETFGOOGLAlphabet$6,225,425$43,025 ▲0.7%44,5660.9%Computer and TechnologyIBMInternational Business Machines$6,204,925$157,335 ▼-2.5%37,9390.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,895,862$219,209 ▼-3.6%83,8080.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,656,078$1,257,248 ▲28.6%121,3230.8%ETFOEFiShares S&P 100 ETF$5,514,829$764,664 ▲16.1%24,6870.8%ETFVZVerizon Communications$5,505,893$346,010 ▼-5.9%146,0450.8%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$5,487,997$2,202,284 ▲67.0%119,1230.8%ManufacturingAMZNAmazon.com$5,305,741$4,056 ▲0.1%194,9110.7%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$5,286,682$342,753 ▲6.9%50,1440.7%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$5,151,375$184,464 ▼-3.5%107,5440.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,146,446$3,044 ▼-0.1%10,1430.7%ETFNVDANVIDIA$5,145,846$4,952 ▼-0.1%10,3910.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,018,339$447,188 ▲9.8%65,9180.7%ETFVTIVanguard Total Stock Market ETF$4,936,688$137,110 ▼-2.7%20,8110.7%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$4,812,189$3,154,828 ▲190.4%102,3870.7%FinanceMATVMativ$4,785,906$168,288 ▲3.6%312,6000.7%Basic MaterialsVTEBVanguard Tax-Exempt Bond ETF$4,603,332$3,238,204 ▲237.2%90,1730.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,404,302$122,909 ▼-2.7%87,0760.6%ETFEFViShares MSCI EAFE Value ETF$4,171,543$651,094 ▲18.5%80,0680.6%ETFIVWiShares S&P 500 Growth ETF$4,153,631$208,928 ▲5.3%55,3080.6%ETFHONHoneywell International$4,151,554$96,465 ▼-2.3%19,7970.6%Multi-Sector ConglomeratesMSMorgan Stanley$3,797,047$171,487 ▼-4.3%40,7190.5%FinanceMMM3M$3,715,977$7,215 ▼-0.2%33,9920.5%Multi-Sector ConglomeratesGOOGAlphabet$3,703,832$333,163 ▲9.9%26,2810.5%Computer and TechnologyVOOVanguard S&P 500 ETF$3,627,306$17,909 ▲0.5%8,3040.5%ETFJPMJPMorgan Chase & Co.$3,458,437$148,666 ▼-4.1%20,3320.5%FinanceESGUiShares ESG Aware MSCI USA ETF$3,446,159$229,353 ▲7.1%54,1070.5%ManufacturingIWMiShares Russell 2000 ETF$3,230,736$94,331 ▼-2.8%16,0970.4%FinanceAVGOBroadcom$3,162,831$485,645 ▲18.1%2,8330.4%Computer and TechnologyVTVanguard Total World Stock ETF$3,135,115$1,646 ▼-0.1%30,4740.4%ETFEFGiShares MSCI EAFE Growth ETF$3,065,399$521,247 ▼-14.5%31,6510.4%ETFJNJJohnson & Johnson$3,062,082$15,988 ▲0.5%19,5360.4%MedicalMRKMerck & Co., Inc.$2,958,719$61,597 ▼-2.0%27,1390.4%MedicalVOVanguard Mid-Cap ETF$2,948,211$22,566 ▼-0.8%12,6730.4%ETFMETAMeta Platforms$2,934,682$48,846 ▼-1.6%8,2910.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,870,369$19,766 ▼-0.7%16,8450.4%ETFVVisa$2,836,060$46,864 ▲1.7%10,8930.4%Business ServicesVEUVanguard FTSE All-World ex-US ETF$2,740,853$104,532 ▼-3.7%48,8220.4%ETFHDViShares Core High Dividend ETF$2,690,446$120,652 ▲4.7%26,3800.4%ETFIYWiShares U.S. Technology ETF$2,638,020$962,851 ▲57.5%21,4910.4%ManufacturingGLDSPDR Gold Shares$2,626,963$42,629 ▼-1.6%13,7420.4%FinanceMBBiShares MBS ETF$2,470,917$12,513 ▼-0.5%26,2640.3%ETFTLTiShares 20+ Year Treasury Bond ETF$2,423,747$1,094,800 ▲82.4%24,5120.3%ETFTAT&T$2,399,491$112,141 ▼-4.5%142,9970.3%Computer and TechnologyVTVVanguard Value ETF$2,293,068$9,867 ▼-0.4%15,3380.3%ETFAMTAmerican Tower$2,227,170$14,032 ▼-0.6%10,3170.3%FinanceTSLATesla$2,176,436$28,327 ▲1.3%8,7590.3%Auto/Tires/TrucksUNHUnitedHealth Group$2,087,634$78,977 ▲3.9%3,9650.3%MedicalAMLPAlerian MLP ETF$2,080,469$306,145 ▲17.3%48,9290.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,073,732$24,623 ▲1.2%19,7070.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,998,005$286,698 ▼-12.5%20,0220.3%ETFQQQInvesco QQQ$1,973,760$153,560 ▼-7.2%4,8200.3%FinanceHDHome Depot$1,940,954$226,982 ▼-10.5%5,6010.3%Retail/WholesaleACWXiShares MSCI ACWI ex U.S. ETF$1,908,488$13,321 ▲0.7%37,3920.3%ManufacturingABTAbbott Laboratories$1,855,000$4,953 ▲0.3%16,8530.3%MedicalKOCoca-Cola$1,848,859$37,715 ▲2.1%31,3740.3%Consumer StaplesDVYiShares Select Dividend ETF$1,847,036$4,454 ▼-0.2%15,7570.3%ETFLLYEli Lilly and Company$1,829,985$36,145 ▲2.0%3,1390.3%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,820,348$73,810 ▼-3.9%85,3080.3%ETFEFAiShares MSCI EAFE ETF$1,793,371$4,747 ▲0.3%23,8010.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,775,131$464,879 ▼-20.8%35,1720.2%ETFEDConsolidated Edison$1,709,083$200,865 ▼-10.5%18,7870.2%UtilitiesCSCOCisco Systems$1,704,673$83,862 ▼-4.7%33,7430.2%Computer and TechnologyMAMastercard$1,692,022$12,796 ▲0.8%3,9670.2%Business ServicesBKNGBooking$1,653,005$39,019 ▼-2.3%4660.2%Retail/WholesaleSCCOSouthern Copper$1,625,120$1,463 ▼-0.1%18,8810.2%Basic MaterialsEVCMEverCommerce$1,607,3910.0%145,7290.2%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,598,513$70,989 ▼-4.3%28,7550.2%ETFIWBiShares Russell 1000 ETF$1,567,004$30,160 ▲2.0%5,9750.2%ETFIVLUiShares MSCI Intl Value Factor ETF$1,565,628$481,342 ▼-23.5%59,0580.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,554,621$65,836 ▼-4.1%19,1270.2%ETFBACBank of America$1,552,577$3,061 ▼-0.2%298,7100.2%FinanceLMTLockheed Martin$1,520,746$9,972 ▼-0.7%3,3550.2%AerospaceTMOThermo Fisher Scientific$1,497,889$180,999 ▼-10.8%2,8220.2%MedicalINTCIntel$1,465,062$9,095 ▼-0.6%29,1550.2%Computer and TechnologyShowing largest 100 holdings. 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