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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
MSMorgan Stanley
Recent Activity
Increased 0.3%
0.62%
$4.069M
39,035 shares@ $104.24 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.48%
0.59%
$3.902M
6,816 shares@ $572.44 avg price
EMXCIshares Inc
Recent Activity
Increased 43.98%
0.57%
$3.776M
61,794 shares@ $61.11 avg price
MBBIshares Tr
Recent Activity
Increased 8.56%
0.57%
$3.745M
39,090 shares@ $95.82 avg price
IYWIshares Tr
Recent Activity
Decreased -0.14%
0.57%
$3.733M
24,618 shares@ $151.63 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.98%
0.54%
$3.562M
17,229 shares@ $206.72 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -3.83%
0.53%
$3.512M
29,340 shares@ $119.7 avg price
MOAltria Group Inc
Recent Activity
Increased 0.4%
0.52%
$3.434M
67,274 shares@ $51.04 avg price
IWMIshares Tr
Recent Activity
Increased 0.29%
0.52%
$3.395M
15,369 shares@ $220.89 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.19%
0.5%
$3.296M
13,560 shares@ $243.07 avg price