Mayflower Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
407
Total value ($000)
$796,822
Net value change ($000)
+77,949 (10.8%)
New positions
26
Sold out positions
9
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
W 6,208 74.7%
XLG 5,204 148.9%
AAPL 4,485 25.2%
DYNF 3,393 34.5%
VTEB 2,839 32.3%
BAI 2,715 164.3%
SPYM 2,667 11.9%
GOOGL 2,557 37.5%
RDVY 2,525 241.6%
GOOGL 2,363 39.5%
Top Reduces (Value $000, Stocks/ETFs)
EFG -3,239 -69.2%
IYW -2,112 -45.5%
EFV -1,384 -13.7%
KVYO -1,373 -17.5%
IUSB -1,144 -12.5%
TFI -998 -51.5%
MUB -883 -16.5%
BRK-B -729 -100.0%
QUAL -656 -3.1%
ADBE -631 -58.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,088 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type