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| Name: |
Mayflower Financial Advisors LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
Found :
29 |
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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 |
|
W |
Wayfair Inc. |
7 |
- |
$68.21 |
$11,032,000 |
162,519 |
1.84% |
1,005,000 |
0 |
0.141 |
N/A |
|
|
EVCM |
Evercommerce Inc. |
99 |
- |
$9.86 |
$1,373,000 |
145,729 |
0.23% |
-234,000 |
0 |
0.075 |
N/A |
|
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SCPB |
Spdr Series Trust Term Corp... |
123 |
- |
$29.63 |
$1,051,000 |
35,305 |
0.18% |
0 |
0 |
0.003 |
Closed - End Fund - Debt |
|
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EGHT |
8x8 Inc |
127 |
- |
$2.40 |
$1,028,000 |
380,721 |
0.17% |
-411,000 |
0 |
0.301 |
Communication Equipment |
|
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IWD |
iShares Russell 1000 Value |
166 |
- |
$175.05 |
$763,000 |
4,262 |
0.13% |
59,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SCHF |
Schwab Strategic Trust |
167 |
- |
$38.84 |
$752,000 |
19,264 |
0.13% |
40,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
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IAU |
iShares COMEX Gold Trust |
169 |
- |
$43.65 |
$731,000 |
17,389 |
0.12% |
52,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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BRK.A |
Berkshire Hathaway Inc |
184 |
- |
$612,100.00 |
$634,000 |
1 |
0.11% |
91,000 |
0 |
0 |
Property & Casualty I... |
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OUNZ |
Van Eck Merk Gold Trust |
196 |
- |
$0.00 |
$548,000 |
25,520 |
0.09% |
39,000 |
0 |
0.116 |
N/A |
|
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ITR |
SPDR Series Trust |
203 |
- |
$32.35 |
$525,000 |
16,047 |
0.09% |
-2,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
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SPTS |
Spdr Barclays Short Term Tr... |
205 |
- |
$29.48 |
$522,000 |
18,049 |
0.09% |
-2,000 |
0 |
0.006 |
N/A |
|
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CWK |
Cushman & Wakefield Plc |
210 |
- |
$10.18 |
$508,000 |
48,526 |
0.08% |
-16,000 |
0 |
0.022 |
N/A |
|
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DSI |
iShares KLD 400 Social Index |
217 |
- |
$98.55 |
$483,000 |
4,789 |
0.08% |
47,000 |
0 |
0.003 |
Closed - End Fund - E... |
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IYLD |
Ishares Morningstar Multi A... |
255 |
- |
$0.00 |
$359,000 |
17,994 |
0.06% |
-3,000 |
0 |
0.158 |
N/A |
|
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IJJ |
iShares S&P MC 400/BARRA VL |
262 |
- |
$115.11 |
$346,000 |
2,922 |
0.06% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VHT |
Vanguard Health Care Vipers |
264 |
- |
$259.75 |
$339,000 |
1,254 |
0.06% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
|
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IJT |
iShares S&P SC600 BR Gr Indx |
281 |
- |
$128.99 |
$307,000 |
2,350 |
0.05% |
13,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
288 |
- |
$335.19 |
$289,000 |
856 |
0.05% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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ETE |
Energy Transfer Equity LP |
291 |
- |
$16.25 |
$274,000 |
17,436 |
0.05% |
33,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
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JHML |
John Hancock Multifactor La... |
329 |
- |
$63.49 |
$221,000 |
3,412 |
0.04% |
20,000 |
0 |
0.016 |
N/A |
|
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PSK |
SPDR Series Trust |
333 |
- |
$33.56 |
$217,000 |
6,225 |
0.04% |
8,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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AZAO |
Allianzim Us Large Cap Buff... |
335 |
- |
$0.00 |
$213,000 |
5,941 |
0.04% |
10,000 |
0 |
0.058 |
N/A |
|
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NEAR |
Ishares Short Maturity Bond... |
336 |
- |
$0.00 |
$212,000 |
4,199 |
0.04% |
0 |
0 |
0.005 |
N/A |
|
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SPH |
Suburban Propane Partners LP |
340 |
- |
$20.17 |
$204,000 |
10,000 |
0.03% |
26,000 |
0 |
0.016 |
Specialty Retail, Other |
|
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BTZ |
Blackrock Preferred & Equit... |
341 |
- |
$10.49 |
$203,000 |
19,026 |
0.03% |
7,000 |
0 |
0.018 |
Asset Management |
|
|
QYLD |
Global X NASDAQ 100 Covered... |
344 |
- |
$0.00 |
$179,000 |
10,000 |
0.03% |
6,000 |
0 |
0.002 |
N/A |
|
|
NBB |
Nuveen Build America Bond Fund |
345 |
- |
$14.88 |
$161,000 |
10,500 |
0.03% |
-5,000 |
0 |
0.04 |
N/A |
|
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SLQT |
Selectquote, Inc. |
347 |
- |
$2.50 |
$92,000 |
46,211 |
0.02% |
29,000 |
0 |
0.028 |
N/A |
|
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DPRO |
Draganfly |
351 |
- |
$0.00 |
$2,000 |
11,260 |
0% |
-3,000 |
0 |
0.035 |
N/A |
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