StockDriftsStockDriftsTop 50 Mayflower Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.55% | 57.3K | $37.4M | -0.72%(-413) | $375.78(+98.45%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.49% | 375.4K | $28.7M | +15.86%(+51.39K) | $57.36(+52.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.7% | 87.4K | $22.2M | -0.32%(-279) | $126.21(+136.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 44.2K | $16.3M | +0.34%(+148) | $236.29(+71.49%) | 2026-03-31 | |
| QUAL | ISHARES TR | 1.98% | 85.1K | $16.3M | +2.49%(+2.07K) | $150.62(+40.07%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.98% | 531.3K | $16.3M | +1.52%(+7.95K) | $26.05(+21.88%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.74% | 126.5K | $14.3M | +5.86%(+7.00K) | $80.88(+69.69%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.61% | 62.8K | $13.3M | -0.83%(-527) | $188.49(+19.18%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 1.52% | 250.2K | $12.5M | +4.52%(+10.81K) | $49.82(+0.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.49% | 70.2K | $12.2M | +5.82%(+3.86K) | $31.18(+624.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.50% | +27.72% |
| Top 20 Holdings Unweighted | +8.36% | +27.25% |
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