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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
VOVanguard Index Fds
Recent Activity
Decreased -0.56%
0.49%
$3.24M
12,280 shares@ $263.84 avg price
VVisa Inc
Recent Activity
Increased 3.87%
0.49%
$3.221M
11,714 shares@ $274.97 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.38%
0.48%
$3.159M
15,994 shares@ $197.49 avg price
HDVIshares Tr
Recent Activity
Decreased -0.52%
0.44%
$2.92M
24,826 shares@ $117.63 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.3%
0.44%
$2.901M
16,748 shares@ $173.2 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.64%
0.44%
$2.895M
14,617 shares@ $198.06 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.78%
0.43%
$2.853M
25,122 shares@ $113.56 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -9.09%
0.42%
$2.789M
44,270 shares@ $63.0 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.2%
0.42%
$2.777M
3,135 shares@ $885.8 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 0.22%
0.42%
$2.759M
58,546 shares@ $47.14 avg price