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Home > Institutional Investor > Mayflower Financial Advisors, Llc > 13F Holdings

Instuitional Investor - Mayflower Financial Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,663 $39,495,923 4.78%
2.
Spdr Series Trust
 324,040 $25,994,453 3.14%
3.
Apple Inc.
 AAPL 87,656 $23,830,162 2.88%
4.
Microsoft Corp
 MSFT 44,004 $21,281,054 2.57%
5.
Ishares Trust
 VLUE 82,994 $16,484,344 1.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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