Mayflower Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
414
Total value ($000)
$826,866
Net value change ($000)
+30,044 (3.8%)
New positions
36
Sold out positions
28
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 3,965 42.3%
IVE 3,570 36.2%
GOOGL 2,422 29.0%
AVEM 1,880 94.9%
JNJ 1,828 61.5%
W 1,816 12.5%
SPMO 1,773 68.3%
AAPL 1,579 7.1%
IVV 1,522 4.0%
VRIG 1,481 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -3,865 -19.0%
IBDQ -1,950 -100.0%
MSFT -1,796 -7.8%
MDY -1,021 -19.6%
TTE -945 -100.0%
CUSHMAN WAKEFIELD PLC -779 -100.0%
ORCL -634 -31.3%
EVCM -602 -100.0%
ICE -596 -100.0%
AVGO -510 -6.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 750 (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