Filed: 5/2/2025ACC: 0001951757-25-000501
📋 What this filing means
MAYFLOWER FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 388 equity positions with a total reported market value of $658.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
388
Positions
$658.49M
Total AUM (reported)
8.60M
Total Shares
Allocation by class
COM$192.86M29.3%
CORE S&P500 ETF$39.17M5.9%
PORTFOLIO S&P500$22.39M3.4%
CL A$19.36M2.9%
MSCI USA QLT FCT$15.76M2.4%
COM SER A$13.06M2.0%
TR UNIT$12.41M1.9%
Portfolio Concentration
Top 3$80.78M12.3%
4–10$89.53M13.6%
11–25$106.28M16.1%
Rest$381.89M58.0%
Top 3 weight
12.3%
Top 10 weight
25.9%
Voting Authority Distribution
Total shares with voting rights: 8.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole388
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings388
Rows:
ISHARES TR
SOLEShares69.71K
TypeSH
Market value$39.17M
5.95%
Sole
0.00
Shared
0.00
None
69.71K
SPDR SER TR
SOLEShares340.50K
TypeSH
Market value$22.39M
3.40%
Sole
0.00
Shared
0.00
None
340.50K
APPLE INC
SOLEShares86.53K
TypeSH
Market value$19.22M
2.92%
Sole
0.00
Shared
0.00
None
86.53K
MICROSOFT CORP
SOLEShares42.49K
TypeSH
Market value$15.95M
2.42%
Sole
0.00
Shared
0.00
None
42.49K
ISHARES TR
SOLEShares92.22K
TypeSH
Market value$15.76M
2.39%
Sole
0.00
Shared
0.00
None
92.22K
KLAVIYO INC
SOLEShares431.43K
TypeSH
Market value$13.06M
1.98%
Sole
0.00
Shared
0.00
None
431.43K
SPDR S&P 500 ETF TR
SOLEShares22.18K
TypeSH
Market value$12.41M
1.88%
Sole
0.00
Shared
0.00
None
22.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.60K
TypeSH
Market value$10.97M
1.67%
Sole
0.00
Shared
0.00
None
20.60K
ISHARES TR
SOLEShares117.08K
TypeSH
Market value$10.87M
1.65%
Sole
0.00
Shared
0.00
None
117.08K
ISHARES TR
SOLEShares180.24K
TypeSH
Market value$10.52M
1.60%
Sole
0.00
Shared
0.00
None
180.24K
ISHARES TR
SOLEShares225.66K
TypeSH
Market value$10.40M
1.58%
Sole
0.00
Shared
0.00
None
225.66K
SCHWAB STRATEGIC TR
SOLEShares420.51K
TypeSH
Market value$9.74M
1.48%
Sole
0.00
Shared
0.00
None
420.51K
BLACKROCK ETF TRUST
SOLEShares165.07K
TypeSH
Market value$8.05M
1.22%
Sole
0.00
Shared
0.00
None
165.07K
SCHWAB STRATEGIC TR
SOLEShares276.13K
TypeSH
Market value$7.72M
1.17%
Sole
0.00
Shared
0.00
None
276.13K
ISHARES TR
SOLEShares38.43K
TypeSH
Market value$7.32M
1.11%
Sole
0.00
Shared
0.00
None
38.43K
ISHARES TR
SOLEShares78.08K
TypeSH
Market value$7.31M
1.11%
Sole
0.00
Shared
0.00
None
78.08K
NVIDIA CORPORATION
SOLEShares65.75K
TypeSH
Market value$7.13M
1.08%
Sole
0.00
Shared
0.00
None
65.75K
ISHARES TR
SOLEShares64.42K
TypeSH
Market value$6.79M
1.03%
Sole
0.00
Shared
0.00
None
64.42K
AMAZON COM INC
SOLEShares33.94K
TypeSH
Market value$6.46M
0.98%
Sole
0.00
Shared
0.00
None
33.94K
ISHARES TR
SOLEShares107.43K
TypeSH
Market value$6.33M
0.96%
Sole
0.00
Shared
0.00
None
107.43K
ALPHABET INC
SOLEShares40.53K
TypeSH
Market value$6.27M
0.95%
Sole
0.00
Shared
0.00
None
40.53K
ISHARES TR
SOLEShares81K
TypeSH
Market value$6.13M
0.93%
Sole
0.00
Shared
0.00
None
81K
ISHARES TR
SOLEShares53.68K
TypeSH
Market value$5.61M
0.85%
Sole
0.00
Shared
0.00
None
53.68K
ISHARES INC
SOLEShares102.48K
TypeSH
Market value$5.53M
0.84%
Sole
0.00
Shared
0.00
None
102.48K
ISHARES TR
SOLEShares20.28K
TypeSH
Market value$5.49M
0.83%
Sole
0.00
Shared
0.00
None
20.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 69.71K | SH | $39.17M 5.95% | 0.00 | 0.00 | 69.71K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 340.50K | SH | $22.39M 3.40% | 0.00 | 0.00 | 340.50K |
APPLE INCSOLE | COM | 86.53K | SH | $19.22M 2.92% | 0.00 | 0.00 | 86.53K |
MICROSOFT CORPSOLE | COM | 42.49K | SH | $15.95M 2.42% | 0.00 | 0.00 | 42.49K |
ISHARES TRSOLE | MSCI USA QLT FCT | 92.22K | SH | $15.76M 2.39% | 0.00 | 0.00 | 92.22K |
KLAVIYO INCSOLE | COM SER A | 431.43K | SH | $13.06M 1.98% | 0.00 | 0.00 | 431.43K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.18K | SH | $12.41M 1.88% | 0.00 | 0.00 | 22.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.60K | SH | $10.97M 1.67% | 0.00 | 0.00 | 20.60K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 117.08K | SH | $10.87M 1.65% | 0.00 | 0.00 | 117.08K |
ISHARES TRSOLE | CORE S&P MCP ETF | 180.24K | SH | $10.52M 1.60% | 0.00 | 0.00 | 180.24K |
ISHARES TRSOLE | CORE TOTAL USD | 225.66K | SH | $10.40M 1.58% | 0.00 | 0.00 | 225.66K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 420.51K | SH | $9.74M 1.48% | 0.00 | 0.00 | 420.51K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 165.07K | SH | $8.05M 1.22% | 0.00 | 0.00 | 165.07K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 276.13K | SH | $7.72M 1.17% | 0.00 | 0.00 | 276.13K |
ISHARES TRSOLE | S&P 500 VAL ETF | 38.43K | SH | $7.32M 1.11% | 0.00 | 0.00 | 38.43K |
ISHARES TRSOLE | MSCI USA MIN VOL | 78.08K | SH | $7.31M 1.11% | 0.00 | 0.00 | 78.08K |
NVIDIA CORPORATIONSOLE | COM | 65.75K | SH | $7.13M 1.08% | 0.00 | 0.00 | 65.75K |
ISHARES TRSOLE | NATIONAL MUN ETF | 64.42K | SH | $6.79M 1.03% | 0.00 | 0.00 | 64.42K |
AMAZON COM INCSOLE | COM | 33.94K | SH | $6.46M 0.98% | 0.00 | 0.00 | 33.94K |
ISHARES TRSOLE | EAFE VALUE ETF | 107.43K | SH | $6.33M 0.96% | 0.00 | 0.00 | 107.43K |
ALPHABET INCSOLE | CAP STK CL A | 40.53K | SH | $6.27M 0.95% | 0.00 | 0.00 | 40.53K |
ISHARES TRSOLE | CORE MSCI EAFE | 81K | SH | $6.13M 0.93% | 0.00 | 0.00 | 81K |
ISHARES TRSOLE | CORE S&P SCP ETF | 53.68K | SH | $5.61M 0.85% | 0.00 | 0.00 | 53.68K |
ISHARES INCSOLE | CORE MSCI EMKT | 102.48K | SH | $5.53M 0.84% | 0.00 | 0.00 | 102.48K |
ISHARES TRSOLE | S&P 100 ETF | 20.28K | SH | $5.49M 0.83% | 0.00 | 0.00 | 20.28K |
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