Mayflower Financial Advisors, LLC
502 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 56.7K | $42.5M | $43.8M | 3.60% | -561 | 2026-06-30 |
| 2 | SPYM | Spdr Series Trust | 476.8K | $41.9M | $43.2M | 3.54% | +101.4K | 2026-06-30 |
| 3 | DUK | Duke Energy Corp New | 290.8K | $36.8M | $36.3M | 2.98% | +283.3K | 2026-06-30 |
| 4 | MCD | McDonalds Corp | 99.4K | $26.9M | $24.8M | 2.03% | +94.7K | 2026-06-30 |
| 5 | ABBV | Abbvie Inc | 101.7K | $25.6M | $29.1M | 2.39% | +81.4K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 83.8K | $24.2M | $29.1M | 2.39% | -3,592 | 2026-06-30 |
| 7 | XOM | Exxon Mobil Corp | 158.4K | $21.7M | $28.5M | 2.34% | +134.0K | 2026-06-30 |
| 8 | XOM | Exxon Mobil Corp | 158.4K | $21.7M | $28.5M | 2.34% | +134.0K | 2026-06-30 |
| 9 | MO | Altria Group Inc | 272.9K | $19.6M | $20.1M | 1.65% | +174.6K | 2026-06-30 |
| 10 | IVW | iShares TR | 140.4K | $19.3M | $19.6M | 1.60% | +13.9K | 2026-06-30 |
| 11 | SCHD | Schwab Strategic TR | 574.4K | $18.2M | $20.2M | 1.65% | +43.1K | 2026-06-30 |
| 12 | PG | Procter & Gamble Co | 115.6K | $17.0M | $18.4M | 1.51% | +100.3K | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 44.9K | $16.7M | $23.9M | 1.96% | +749 | 2026-06-30 |
| 14 | CVX | Chevron Corporation | 98.3K | $16.3M | $22.4M | 1.84% | +74.2K | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 41.1K | $14.7M | $13.2M | 1.08% | -1,222 | 2026-06-30 |
| 16 | IUSB | iShares TR | 318.0K | $14.7M | $14.2M | 1.17% | +127.1K | 2026-06-30 |
| 17 | VOO | Vanguard Index Fds | 20.5K | $14.0M | $14.5M | 1.19% | +10.4K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 69.7K | $14.0M | $15.2M | 1.25% | -463 | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 18.2K | $13.6M | $14.0M | 1.15% | -255 | 2026-06-30 |
| 20 | DYNF | BlackRock ETF Trust | 199.5K | $13.6M | $13.7M | 1.13% | +805 | 2026-06-30 |
| 21 | QUAL | iShares TR | 61.3K | $13.5M | $13.7M | 1.12% | -23,725 | 2026-06-30 |
| 22 | VTEB | Vanguard Mun BD Fds | 260.6K | $13.2M | $12.7M | 1.04% | +10.4K | 2026-06-30 |
| 23 | IVE | iShares TR | 56.5K | $12.8M | $13.5M | 1.11% | -6,260 | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 34.2K | $12.1M | $10.8M | 0.89% | -174 | 2026-06-30 |
| 25 | BMY | Bristol-Myers Squibb Co | 208.1K | $12.0M | $12.8M | 1.05% | +200.2K | 2026-06-30 |
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