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  Name: Mayflower Financial Advisors LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $598,181,000
  Total Value Change : $-126,024,000
  Securities Held Change : 12
   
All Securities Held : 355
  New Positions : 29
  Closed Positions : 14
  Increased Positions : 141
  Unchanged Positions : 34
  Decreased Positions : 151

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Holdings Found : 28     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KVYO)1 Year Chart         KVYO Klaviyo, Inc. 17 New $21.53 $6,203,000 243,448 1.04% 6,203,000 243,448 0.11    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 22 New $188.00 $5,582,000 31,989 0.93% 5,582,000 31,989 0    Internet Software & S...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 27 New $44.09 $5,044,000 113,606 0.84% 5,044,000 113,606 1.262    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 97 New $0.00 $1,427,000 40,913 0.24% 1,427,000 40,913 0.005    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 106 New $0.00 $1,284,000 24,484 0.21% 1,284,000 24,484 0.027    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... 180 New $0.00 $683,000 17,558 0.11% 683,000 17,558 0.02    N/A
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 202 New $29.04 $531,000 5,558 0.09% 531,000 5,558 0.001    Medical Appliances & ...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 226 New $0.00 $437,000 13,449 0.07% 437,000 13,449 0.001    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 257 New $66.40 $355,000 4,607 0.06% 355,000 4,607 0.001    N/A
   (FERG)1 Year Chart         FERG Ferguson plc 267 New $219.53 $329,000 1,508 0.06% 329,000 1,508 0.001    N/A
   (NDAQ)1 Year Chart         NDAQ Nasdaq OMX Group Inc 275 New $59.91 $317,000 5,020 0.05% 317,000 5,020 0.001    Business Services
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 286 New $169.69 $304,000 1,732 0.05% 304,000 1,732 0    Closed - End Fund - E...
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 295 New $21.56 $263,000 11,448 0.04% 263,000 11,448 0.001    N/A
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 297 New $0.00 $261,000 4,808 0.04% 261,000 4,808 0.005    N/A
   (FIX)1 Year Chart         FIX Comfort Systems USA Inc 307 New $346.21 $249,000 783 0.04% 249,000 783 0.002    General Contractors
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 312 New $180.93 $242,000 1,202 0.04% 242,000 1,202 0    Oil & Gas Refining, P...
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 313 New $0.00 $241,000 10,139 0.04% 241,000 10,139 0.007    N/A
   (URI)1 Year Chart         URI United Rentals Inc 316 New $677.84 $235,000 326 0.04% 235,000 326 0    Rental & Leasing Serv...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 323 New $131.61 $228,000 1,998 0.04% 228,000 1,998 0.001    N/A
   (IBN)1 Year Chart         IBN ICICI Bank Limited (ADR) 327 New $26.94 $222,000 8,401 0.04% 222,000 8,401 0    Foreign Money Center ...
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 330 New $0.00 $220,000 7,632 0.04% 220,000 7,632 0.008    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 332 New $632.43 $217,000 334 0.04% 217,000 334 0.021    Application Software
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 337 New $124.35 $210,000 1,664 0.04% 210,000 1,664 0    Closed - End Fund - E...
   (BP)1 Year Chart         BP BP Plc (ADR) 338 New $37.53 $207,000 5,504 0.03% 207,000 5,504 0    Integrated Oil & Gas
   (MKC)1 Year Chart         MKC McCormick & Co Inc 339 New $75.56 $206,000 2,676 0.03% 206,000 2,676 0.001    Processed & Packaged ...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 343 New $133.39 $201,000 1,465 0.03% 201,000 1,465 0    Business Services
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 349 New $3.58 $39,000 12,197 0.01% 39,000 12,197 0.002    Savings & Loans
   (AMC)1 Year Chart         AMC Amc Entertainment Holdings,... 350 New $3.19 $37,000 10,057 0.01% 37,000 10,057 0.002    N/A

      28 Records Found
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