IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mayflower Financial Advisors, LLC

Q4 2021 Holdings

Filed 2022-01-21 | 352 holdings | $23.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Block Inc CL A(XYZ)Stock852234103$3262,0210.0%
Discover Finl Svcs COM(DFSEUR)Stock254709108$3262,8220.0%
Palo Alto Networks Inc COM(PANW)Stock697435105$3305920.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$3346,3940.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3361,9300.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$34719,0600.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$3494,1770.0%
Siren ETF TR NSD Nxgn ECO ETF(BLCN)ETF829658202$3518,2630.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$3553,2170.0%
Amerisourcebergen Corp COM(COR)Stock03073E105$3552,6720.0%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$3592,0100.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$3622,3100.0%
Schwab 1-5 Year Corporate Bond ETF(SCHJ)ETF808524714$3627,1670.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$3635,1190.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$3669,3630.0%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$3701,0290.0%
Keycorp COM(KEY)Stock493267108$37216,0720.0%
Walmart Inc COM(WMT)Stock931142103$3732,5810.0%
First Trust Capital Strength ETF(FTCS)ETF33733E104$3774,4530.0%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$3787,7370.0%
Mettler Toledo International COM(MTD)Stock592688105$3822250.0%
Magellan Midstream Prtnrs LP COM Unit RP LP(WEP)Stock559080106$3868,3070.0%
Linde PLC SHS(LIN)StockG5494J103$3911,1300.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$3947,8110.0%
Willis Towers Watson PLC LTD SHS(WTW)StockG96629103$3951,6650.0%
Sturm Ruger & Co Inc COM(RGR)Stock864159108$3955,8100.0%
Spdr Nuveen Bloomberg High Yield Municipal Bond ETF(HYMB)ETF78464A284$3956,5780.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$39812,7670.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$4094,4680.0%
Gilead Sciences Inc COM(GILD)Stock375558103$4095,6300.0%
Target Corp COM(TGT)Stock87612E106$4101,7700.0%
L3harris Technologies Inc COM(LHX)Stock502431109$4151,9460.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$4271,5370.0%
Trane Technologies PLC SHS(TT)StockG8994E103$4292,1220.0%
CSX Corp COM(CSX)Stock126408103$42911,4070.0%
Starbucks Corp COM(SBUX)Stock855244109$4304,0130.0%
DOW Inc COM(DOW)Stock260557103$4307,5810.0%
American Express Co COM(AXP)Stock025816109$4332,6470.0%
Emerson Elec Co COM(EMR)Stock291011104$4404,7370.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$44132,3440.0%
Paycom Software Inc COM(PAYC)Stock70432V102$4451,0720.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4462,6570.0%
Micron Technology Inc COM(MU)Stock595112103$4464,7930.0%
Ishares Msci China ETF(MCHI)ETF46429B671$4487,1310.0%
Spdr Nuveen Bloomberg Municipal Bond ETF(TFI)ETF78468R721$4508,6920.0%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$45110.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$45417,0140.0%
Sysco Corp COM(SYY)Stock871829107$4605,8600.0%
Proshares Short S&P 500ETF74347B425$46334,0000.0%
First Amern Finl Corp COM(FAF)Stock31847R102$4896,2490.0%
PreviousPage 3 of 8Next