Mayflower Financial Advisors, Llc Portfolio Stock Holdings
Mayflower Financial Advisors, Llc disclosed 498 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and DUKE ENERGY CORP NEW. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 498
- Portfolio Value
- $1.2B
Holdings by Sector
Mayflower Financial Advisors, Llc Portfolio Holdings in Q2 2026
471 holdings in the latest reporting period.
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| 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 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.81% | 18,724 | -382 | -2.00% | $9,369,223 |
| PEPSICO INC | PEP | Consumer Defensive | 0.80% | 68,214 | +56,361 | +475.50% | $9,236,208 |
| ISHARES TR | IJR | Other | 0.73% | 57,328 | -491 | -0.85% | $8,502,374 |
| ISHARES TR | IEFA | Other | 0.73% | 87,684 | +904 | +1.04% | $8,468,556 |
| ISHARES TR | IJH | Other | 0.71% | 106,472 | -6,688 | -5.91% | $8,210,048 |
| VANGUARD BD INDEX FDS | BND | Other | 0.64% | 100,312 | +1,543 | +1.56% | $7,363,930 |
| BROADCOM INC | AVGO | Technology | 0.62% | 18,934 | -1,244 | -6.17% | $7,152,220 |
| SPDR GOLD TR | GLD | Other | 0.61% | 19,192 | +6,137 | +47.01% | $7,069,860 |
| ISHARES TR | USMV | Other | 0.61% | 72,931 | -1,289 | -1.74% | $7,034,966 |
| ISHARES TR | OEF | Other | 0.60% | 19,075 | +3,666 | +23.79% | $6,978,933 |
| VANGUARD INDEX FDS | VTI | Other | 0.59% | 18,337 | -793 | -4.15% | $6,785,534 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.57% | 156,601 | +129,887 | +486.21% | $6,630,468 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.54% | 19,246 | +915 | +4.99% | $6,299,683 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.54% | 24,544 | +1,027 | +4.37% | $6,233,448 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.53% | 86,785 | -8,321 | -8.75% | $6,183,401 |
| MORGAN STANLEY | MS | Financial Services | 0.51% | 28,503 | +192 | +0.68% | $5,958,325 |
| CATERPILLAR INC | CAT | Industrials | 0.50% | 5,417 | +310 | +6.07% | $5,768,633 |
| PGIM ETF TR | PULS | Other | 0.49% | 115,472 | +115,472 | +100.00% | $5,721,638 |
| ISHARES INC | IEMG | Other | 0.49% | 68,671 | -2,198 | -3.10% | $5,688,705 |
| ISHARES TR | MBB | Other | 0.48% | 58,730 | +3,679 | +6.68% | $5,551,160 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.46% | 22,717 | -331 | -1.44% | $5,375,314 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.45% | 32,588 | -6,762 | -17.18% | $5,264,266 |
| INVESCO QQQ TR | QQQ | Other | 0.45% | 7,084 | +1,057 | +17.54% | $5,216,452 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.45% | 207,550 | +33,813 | +19.46% | $5,203,274 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.43% | 31,884 | -464 | -1.43% | $5,004,250 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.43% | 61,729 | +8,319 | +15.58% | $5,003,779 |
| SPDR SERIES TRUST | SPMD | Other | 0.43% | 73,748 | -417 | -0.56% | $4,982,440 |
| ISHARES TR | MUB | Other | 0.43% | 46,168 | -567 | -1.21% | $4,968,599 |
| JANUS DETROIT STR TR | JAAA | Other | 0.43% | 97,899 | +40,410 | +70.29% | $4,942,935 |
| ISHARES TR | IWM | Other | 0.43% | 16,378 | +163 | +1.01% | $4,920,881 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.42% | 45,048 | +40,131 | +816.17% | $4,842,657 |
| VANGUARD INDEX FDS | VUG | Other | 0.41% | 55,164 | +48,938 | +786.03% | $4,751,786 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.41% | 6,746 | -77 | -1.13% | $4,744,561 |
| ELI LILLY & CO | LLY | Healthcare | 0.40% | 3,906 | +129 | +3.42% | $4,684,780 |
| META PLATFORMS INC | META | Communication Services | 0.40% | 8,240 | +304 | +3.83% | $4,641,717 |
| ALPS ETF TR | AMLP | Other | 0.40% | 88,273 | -163 | -0.18% | $4,576,931 |
| ISHARES TR | SUB | Other | 0.36% | 39,299 | -1,039 | -2.58% | $4,184,120 |
| ISHARES TR | GOVT | Other | 0.35% | 177,196 | -4,738 | -2.60% | $4,036,525 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.35% | 41,808 | -19,266 | -31.55% | $4,034,054 |
| GE VERNOVA INC | GEV | Utilities | 0.33% | 3,273 | +586 | +21.81% | $3,845,664 |
| VISA INC | V | Financial Services | 0.33% | 11,154 | -114 | -1.01% | $3,826,784 |
| ISHARES TR | ITOT | Other | 0.32% | 22,796 | +672 | +3.04% | $3,744,756 |
| ISHARES TR | HDV | Other | 0.32% | 134,695 | +107,808 | +400.97% | $3,691,988 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.32% | 43,532 | -551 | -1.25% | $3,645,783 |
| VANGUARD INDEX FDS | VO | Other | 0.31% | 45,244 | +33,815 | +295.87% | $3,645,341 |
| CISCO SYS INC | CSCO | Technology | 0.31% | 30,972 | +95 | +0.31% | $3,638,015 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 16,390 | -891 | -5.16% | $3,571,873 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.30% | 94,017 | +664 | +0.71% | $3,526,566 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.30% | 3,038 | -744 | -19.67% | $3,506,608 |
| KLAVIYO INC | KVYO | Technology | 0.30% | 226,700 | -29 | -0.01% | $3,423,170 |
| VANGUARD STAR FDS | VXUS | Other | 0.29% | 39,689 | -578 | -1.44% | $3,392,990 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 7,512 | +988 | +15.14% | $3,159,565 |
| GLOBAL X FDS | SHLD | Other | 0.27% | 52,688 | +4,595 | +9.55% | $3,146,000 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.27% | 5,376 | -157 | -2.84% | $3,122,972 |
| CORNING INC | GLW | Technology | 0.25% | 11,454 | +27 | +0.24% | $2,925,653 |
| ISHARES TR | IYW | Other | 0.25% | 11,542 | -1,598 | -12.16% | $2,911,309 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.25% | 24,845 | +181 | +0.73% | $2,898,666 |
| BANK OF AMER CORP | BAC | Financial Services | 0.25% | 50,107 | +686 | +1.39% | $2,855,123 |
| MATIV HOLDINGS INC | MATV | Basic Materials | 0.25% | 375,246 | - | - | $2,840,612 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.23% | 5,694 | +102 | +1.82% | $2,719,456 |
| INTEL CORP | INTC | Technology | 0.23% | 19,259 | +2,394 | +14.20% | $2,689,170 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.23% | 14,595 | -588 | -3.87% | $2,640,319 |
| ISHARES TR | IWB | Other | 0.23% | 6,413 | -495 | -7.17% | $2,626,263 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 20,163 | +1,327 | +7.05% | $2,590,918 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 4,937 | +19 | +0.39% | $2,535,793 |
| ISHARES TR | IWY | Other | 0.22% | 8,686 | +1,704 | +24.41% | $2,524,394 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.21% | 7,011 | +803 | +12.93% | $2,472,719 |
| ISHARES TR | EFV | Other | 0.21% | 31,787 | -48,509 | -60.41% | $2,433,261 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.21% | 15,052 | +3,130 | +26.25% | $2,378,681 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.20% | 5,413 | -2,518 | -31.75% | $2,335,493 |