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Vinson Brod

@Mayflower Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$664.453MTotal holdings372
Assets growth rate9.1%Assets growth rate (2-Q avg)5.46%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayflower Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 372 positions.

Assets under management

The assets under management (AUM) of Mayflower Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 664.453M in assets, with a quarterly growth rate of 9.1% and a 2-quarter average growth rate of 5.46%. The portfolio is managed by Vinson Brod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KVYOKlaviyo Inc
Recent Activity
Increased 181.36%
3.65%
$24.233M
684,948 shares@ $35.38 avg price
QUALIshares Tr
Recent Activity
Increased 9.28%
2.02%
$13.419M
74,844 shares@ $179.29 avg price
IUSBIshares Tr
Recent Activity
Increased 30.94%
1.8%
$11.958M
253,787 shares@ $47.12 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.43%
1.44%
$9.511M
20,665 shares@ $460.27 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 8.45%
1.29%
$8.509M
179,063 shares@ $47.53 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.99%
1.18%
$7.798M
64,210 shares@ $121.44 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 10.09%
1.15%
$7.595M
153,531 shares@ $49.48 avg price
MUBIshares Tr
Recent Activity
Increased 0.76%
1.11%
$7.357M
67,727 shares@ $108.64 avg price
IEFAIshares Tr
Recent Activity
Increased 0.32%
0.98%
$6.467M
82,849 shares@ $78.06 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 26.11%
0.96%
$6.348M
75,106 shares@ $84.53 avg price