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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
EFVIshares Tr
Recent Activity
Increased 148.36%
0.95%
$6.305M
109,592 shares@ $57.54 avg price
IVEIshares Tr
Recent Activity
Increased 5.66%
0.84%
$5.567M
28,237 shares@ $197.17 avg price
OEFIshares Tr
Recent Activity
Increased 1.19%
0.8%
$5.278M
19,072 shares@ $276.77 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.11%
0.74%
$4.897M
95,797 shares@ $51.13 avg price
AVGOBroadcom Inc
Recent Activity
Increased 843.56%
0.67%
$4.395M
25,476 shares@ $172.5 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.21%
0.65%
$4.266M
36,391 shares@ $117.22 avg price
VOOVanguard Index Fds
Recent Activity
Increased 25.43%
0.63%
$4.134M
7,834 shares@ $527.66 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.37%
0.62%
$4.086M
19,379 shares@ $210.87 avg price
MSMorgan Stanley
Recent Activity
Increased 0.3%
0.62%
$4.069M
39,035 shares@ $104.24 avg price
EMXCIshares Inc
Recent Activity
Increased 43.98%
0.57%
$3.776M
61,794 shares@ $61.11 avg price