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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
CVXChevron Corp New
Recent Activity
Increased 14.7%
0.39%
$2.547M
17,296 shares@ $147.28 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -6.2%
0.39%
$2.539M
14,545 shares@ $174.58 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.15%
0.38%
$2.504M
5,131 shares@ $488.07 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.53%
0.38%
$2.498M
4,272 shares@ $584.67 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.22%
0.38%
$2.495M
15,398 shares@ $162.07 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 58.21%
0.37%
$2.444M
45,655 shares@ $53.53 avg price
ITOTIshares Tr
Recent Activity
Increased 2.61%
0.36%
$2.385M
18,982 shares@ $125.63 avg price
ESGUIshares Tr
Recent Activity
Decreased -54.82%
0.34%
$2.235M
17,709 shares@ $126.19 avg price
BACBank America Corp
Recent Activity
Decreased -81.04%
0.34%
$2.223M
56,013 shares@ $39.68 avg price
TLTIshares Tr
Recent Activity
Decreased -14.67%
0.34%
$2.208M
22,509 shares@ $98.11 avg price