Mayflower Financial Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Mayflower Financial Advisors, Llc disclosed 477 stock positions valued at approximately $1.16B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and DUKE ENERGY CORP NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 477
- Portfolio Value
- $1.16B
Holdings by Sector
Mayflower Financial Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 3.67% | 56,689 | -561 | -0.98% | $42,453,760 |
| SPDR SERIES TRUST | SPLG | Other | 3.62% | 476,835 | +101,408 | +27.01% | $41,904,218 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 3.18% | 290,804 | +283,267 | +3758.35% | $36,809,995 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.32% | 99,360 | +94,693 | +2028.99% | $26,858,023 |
| ABBVIE INC | ABBV | Healthcare | 2.21% | 101,672 | +81,369 | +400.77% | $25,584,671 |
| APPLE INC | AAPL | Technology | 2.09% | 83,785 | -3,592 | -4.11% | $24,243,932 |
| EXXON MOBIL CORP | XOM | Energy | 1.87% | 158,404 | +133,965 | +548.16% | $21,657,047 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.70% | 272,884 | +174,554 | +177.52% | $19,633,984 |
| ISHARES TR | IVW | Other | 1.67% | 140,415 | +13,912 | +11.00% | $19,311,268 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.57% | 574,381 | +43,122 | +8.12% | $18,213,607 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.46% | 115,628 | +100,283 | +653.52% | $16,955,681 |
| MICROSOFT CORP | MSFT | Technology | 1.45% | 44,901 | +749 | +1.70% | $16,749,045 |
| CHEVRON CORPORATION | CVX | Energy | 1.41% | 98,259 | +74,231 | +308.94% | $16,287,341 |
| ALPHABET INC | GOOGL | Communication Services | 1.27% | 41,093 | -1,222 | -2.89% | $14,685,415 |
| ISHARES TR | IUSB | Other | 1.27% | 317,974 | +127,146 | +66.63% | $14,674,480 |
| VANGUARD INDEX FDS | VOO | Other | 1.21% | 20,453 | +10,351 | +102.46% | $14,047,524 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 69,745 | -463 | -0.66% | $13,955,283 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.18% | 18,249 | -255 | -1.38% | $13,627,601 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.17% | 199,540 | +805 | +0.41% | $13,570,732 |
| ISHARES TR | QUAL | Other | 1.16% | 61,337 | -23,725 | -27.89% | $13,459,190 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.14% | 260,648 | +10,411 | +4.16% | $13,183,554 |
| ISHARES TR | IVE | Other | 1.11% | 56,547 | -6,260 | -9.97% | $12,839,561 |
| ALPHABET INC | GOOG | Communication Services | 1.04% | 34,230 | -174 | -0.51% | $12,094,431 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.04% | 208,112 | +200,153 | +2514.80% | $11,991,399 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.03% | 517,566 | +52,094 | +11.19% | $11,971,306 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.02% | 134,109 | +119,752 | +834.10% | $11,770,773 |
| ISHARES TR | ACWX | Other | 0.94% | 143,228 | +25,996 | +22.17% | $10,901,083 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.92% | 37,939 | +31,632 | +501.54% | $10,668,689 |
| SOUTHERN CO | SO | Utilities | 0.86% | 103,571 | +100,417 | +3183.80% | $9,912,800 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.81% | 39,364 | +1,456 | +3.84% | $9,381,906 |
Showing 30 of 477 holdings in the latest reporting period.