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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
IVVIshares Tr
Recent Activity
Decreased -30.11%
6.91%
$45.865M
79,514 shares@ $576.83 avg price
KVYOKlaviyo Inc
Recent Activity
Increased 181.36%
3.65%
$24.233M
684,948 shares@ $35.38 avg price
AAPLApple Inc
Recent Activity
Decreased -2.09%
3.14%
$20.812M
89,338 shares@ $232.96 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.36%
2.89%
$19.16M
283,819 shares@ $67.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.49%
2.79%
$18.524M
43,050 shares@ $430.3 avg price
QUALIshares Tr
Recent Activity
Increased 9.28%
2.02%
$13.419M
74,844 shares@ $179.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.01%
1.93%
$12.774M
22,264 shares@ $573.76 avg price
IUSBIshares Tr
Recent Activity
Increased 30.94%
1.8%
$11.958M
253,787 shares@ $47.12 avg price
IJHIshares Tr
Recent Activity
Decreased -3.36%
1.7%
$11.255M
180,604 shares@ $62.32 avg price
IVWIshares Tr
Recent Activity
Decreased -1.67%
1.64%
$10.884M
113,666 shares@ $95.76 avg price