Managing Partner

0001852930-22-000002.txt : 20220121 0001852930-22-000002.hdr.sgml : 20220121 20220120180459 ACCESSION NUMBER: 0001852930-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mayflower Financial Advisors, LLC CENTRAL INDEX KEY: 0001852930 IRS NUMBER: 844826355 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21132 FILM NUMBER: 22543432 BUSINESS ADDRESS: STREET 1: 265 FRANKLIN STREET STREET 2: SUITE 401 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-259-1767 MAIL ADDRESS: STREET 1: 265 FRANKLIN STREET STREET 2: SUITE 401 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001852930 XXXXXXXX 12-31-2021 12-31-2021 Mayflower Financial Advisors, LLC

265 FRANKLIN STREET SUITE 401 BOSTON MA 02110

13F HOLDINGS REPORT 028-21132 N STEVEN DIMITRIOU Managing Partner 617-259-1767 STEVEN DIMITRIOU BOSTON MA 01-20-2022 0 352 752857 false INFORMATION TABLE 2 MFA_13F_Q4.xml AMAZON COM INC COM Stock 023135106 4850 219942 SH SOLE 0 0 219942 ULTA BEAUTY INC COM Stock 90384S303 225 545 SH SOLE 0 0 545 INVESCO QQQ TRUST ETF 46090E103 3030 7617 SH SOLE 0 0 7617 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 336 1930 SH SOLE 0 0 1930 STARBUCKS CORP COM Stock 855244109 430 4013 SH SOLE 0 0 4013 BLOCK INC CL A Stock 852234103 326 2021 SH SOLE 0 0 2021 ISHARES GOLD TRUST ETF 464285204 631 18139 SH SOLE 0 0 18139 VIKING THERAPEUTICS INC COM Stock 92686J106 62 13485 SH SOLE 0 0 13485 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 395 1665 SH SOLE 0 0 1665 JOHNSON & JOHNSON COM Stock 478160104 3276 19150 SH SOLE 0 0 19150 WASTE MGMT INC DEL COM Stock 94106L109 871 5220 SH SOLE 0 0 5220 ABB LTD SPONSORED ADR ADR 000375204 1134 29707 SH SOLE 0 0 29707 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 6636 27487 SH SOLE 0 0 27487 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 209 1142 SH SOLE 0 0 1142 GLOBAL X INTERNET OF THINGS THEMATIC ETF ETF 37954Y780 624 15931 SH SOLE 0 0 15931 COSTCO WHSL CORP NEW COM Stock 22160K105 801 1410 SH SOLE 0 0 1410 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 378 7737 SH SOLE 0 0 7737 GOLDMAN SACHS GROUP INC COM Stock 38141G104 633 1655 SH SOLE 0 0 1655 WATSCO INC COM Stock 942622200 259 828 SH SOLE 0 0 828 YUM BRANDS INC COM Stock 988498101 202 1453 SH SOLE 0 0 1453 PROCTER AND GAMBLE CO COM Stock 742718109 25734 157319 SH SOLE 0 0 157319 COCA COLA CO COM Stock 191216100 1750 29548 SH SOLE 0 0 29548 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 281 12783 SH SOLE 0 0 12783 ISHARES U.S. ENERGY ETF ETF 464287796 203 6760 SH SOLE 0 0 6760 ISHARES NEW YORK MUNI BOND ETF ETF 464288323 241 4161 SH SOLE 0 0 4161 UNITED PARCEL SERVICE INC CL B Stock 911312106 18238 85089 SH SOLE 0 0 85089 MARRIOTT INTL INC NEW CL A Stock 571903202 225 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2134 SH SOLE 0 0 2134 PEPSICO INC COM Stock 713448108 7621 43870 SH SOLE 0 0 43870 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 315 3677 SH SOLE 0 0 3677 HONEYWELL INTL INC COM Stock 438516106 4016 19263 SH SOLE 0 0 19263 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 429 2122 SH SOLE 0 0 2122 FORD MTR CO DEL COM Stock 345370860 1221 58804 SH SOLE 0 0 58804 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 1223 32605 SH SOLE 0 0 32605 US BANCORP DEL COM NEW Stock 902973304 306 5443 SH SOLE 0 0 5443 ATLAS AIR WORLDWIDE HLDGS INC 1.875 06/01/2024 Convertible 049164BJ4 47 29000 SH SOLE 0 0 29000 HOME DEPOT INC COM Stock 437076102 3040 7325 SH SOLE 0 0 7325 BAXTER INTL INC COM Stock 071813109 542 6311 SH SOLE 0 0 6311 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1852 51224 SH SOLE 0 0 51224 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1442 5849 SH SOLE 0 0 5849 HANNON ARMSTRONG SUST INFR CAP 4.125 09/01/2022 Convertible 41068XAB6 40 20000 SH SOLE 0 0 20000 DUPONT DE 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SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF ETF 78468R697 604 13280 SH SOLE 0 0 13280 ZSCALER INC COM Stock 98980G102 776 2416 SH SOLE 0 0 2416 CONSTELLATION BRANDS INC CL A Stock 21036P108 475 1893 SH SOLE 0 0 1893 UNILEVER PLC SPON ADR NEW ADR 904767704 257 4777 SH SOLE 0 0 4777 CSX CORP COM Stock 126408103 429 11407 SH SOLE 0 0 11407 COMCAST CORP NEW CL A Stock 20030N101 1040 20669 SH SOLE 0 0 20669 MICROSOFT CORP COM Stock 594918104 13407 39865 SH SOLE 0 0 39865 HCI GROUP INC 4.25 03/01/2037 Convertible 40416EAD5 29 21000 SH SOLE 0 0 21000 CVS HEALTH CORP COM Stock 126650100 1343 13016 SH SOLE 0 0 13016 BROWN & BROWN INC COM Stock 115236101 323 4600 SH SOLE 0 0 4600 CUSHMAN WAKEFIELD PLC SHS Stock G2717B108 933 41955 SH SOLE 0 0 41955 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 451 1 SH SOLE 0 0 1 ELANCO ANIMAL HEALTH INC COM Stock 28414H103 217 7635 SH SOLE 0 0 7635 BARCLAYS BANK PLC 0 09/26/2023 Corp Bond 06741J7V5 53 26000 SH SOLE 0 0 26000 BOEING CO COM Stock 097023105 1012 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COM Stock 864159108 395 5810 SH SOLE 0 0 5810 MICRON TECHNOLOGY INC COM Stock 595112103 446 4793 SH SOLE 0 0 4793 CARRIER GLOBAL CORPORATION COM Stock 14448C104 463 8534 SH SOLE 0 0 8534 SYSCO CORP COM Stock 871829107 460 5860 SH SOLE 0 0 5860 NGL ENERGY PARTNERS LP COM UNIT REPST Stock 62913M107 20 10728 SH SOLE 0 0 10728 SELECTQUOTE INC COM Stock 816307300 525 57911 SH SOLE 0 0 57911 ISHARES SELECT DIVIDEND ETF ETF 464287168 1939 15821 SH SOLE 0 0 15821 OAK STR HEALTH INC COM Stock 67181A107 2260 68195 SH SOLE 0 0 68195 EVERSOURCE ENERGY COM Stock 30040W108 303 3329 SH SOLE 0 0 3329 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 359 2010 SH SOLE 0 0 2010 PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 347 19060 SH SOLE 0 0 19060 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Stock 559080106 386 8307 SH SOLE 0 0 8307 FRANCO NEV CORP COM Stock 351858105 1296 9370 SH SOLE 0 0 9370 ISHARES MSCI EAFE VALUE ETF ETF 464288877 394 7811 SH SOLE 0 0 7811 SPDR NUVEEN BLOOMBERG HIGH YIELD 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ISHARES U.S. TECHNOLOGY ETF ETF 464287721 203 1764 SH SOLE 0 0 1764 ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF ETF 301505707 1157 16497 SH SOLE 0 0 16497 SPRAGUE RES LP COM UNIT REP LTD Stock 849343108 325 24000 SH SOLE 0 0 24000 BLACKROCK SHORT MATURITY BOND ETF ETF 46431W507 236 4729 SH SOLE 0 0 4729 ISHARES S&P 500 VALUE ETF ETF 464287408 362 2310 SH SOLE 0 0 2310 ISHARES S&P 500 GROWTH ETF ETF 464287309 349 4177 SH SOLE 0 0 4177 ISHARES CORE S&P 500 ETF ETF 464287200 65750 156629 SH SOLE 0 0 156629 METTLER TOLEDO INTERNATIONAL COM Stock 592688105 382 225 SH SOLE 0 0 225 ROSS STORES INC COM Stock 778296103 201 1762 SH SOLE 0 0 1762 WELLS FARGO CO NEW COM Stock 949746101 200 4162 SH SOLE 0 0 4162 VMWARE INC CL A COM Stock 928563402 557 4804 SH SOLE 0 0 4804 UNION PAC CORP COM Stock 907818108 510 2025 SH SOLE 0 0 2025 RIO TINTO PLC SPONSORED ADR ADR 767204100 603 9006 SH SOLE 0 0 9006 ECOLAB INC COM Stock 278865100 850 3622 SH SOLE 0 0 3622 INOVIO PHARMACEUTICALS INC COM NEW Stock 45773H201 152 30548 SH SOLE 0 0 30548 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 286 7259 SH SOLE 0 0 7259 SALESFORCE COM INC COM Stock 79466L302 964 3794 SH SOLE 0 0 3794 IDEXX LABS INC COM Stock 45168D104 313 475 SH SOLE 0 0 475 REPUBLIC SVCS INC COM Stock 760759100 236 1695 SH SOLE 0 0 1695 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 2173 3256 SH SOLE 0 0 3256 LOCKHEED MARTIN CORP COM Stock 539830109 1176 3310 SH SOLE 0 0 3310 JPMORGAN CHASE & CO COM Stock 46625H100 4010 25321 SH SOLE 0 0 25321 CHEVRON CORP NEW COM Stock 166764100 10633 90612 SH SOLE 0 0 90612 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 10252 88164 SH SOLE 0 0 88164 CONOCOPHILLIPS COM Stock 20825C104 314 4356 SH SOLE 0 0 4356 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 6098 119432 SH SOLE 0 0 119432 DANAHER CORPORATION COM Stock 235851102 213 647 SH SOLE 0 0 647 PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND ETF 72201R718 605 6015 SH SOLE 0 0 6015 M & T BK CORP COM Stock 55261F104 283 1844 SH SOLE 0 0 1844 PERKINELMER INC COM Stock 714046109 224 1115 SH SOLE 0 0 1115 TJX COS INC NEW COM Stock 872540109 806 10620 SH SOLE 0 0 10620 BK OF AMERICA CORP COM Stock 060505104 2180 303481 SH SOLE 0 0 303481 EXTRA SPACE STORAGE INC COM REIT 30225T102 205 903 SH SOLE 0 0 903 SPDR S&P DIVIDEND ETF ETF 78464A763 441 32344 SH SOLE 0 0 32344 WALMART INC COM Stock 931142103 373 2581 SH SOLE 0 0 2581 ISHARES INTERNATIONAL SELECT DIVIDEND ETF ETF 464288448 398 12767 SH SOLE 0 0 12767 ISHARES 3-7 YEAR TREASURY BOND ETF ETF 464288661 237 1841 SH SOLE 0 0 1841 FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND ETF 33738R506 756 14600 SH SOLE 0 0 14600 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 4475 33479 SH SOLE 0 0 33479 ORACLE CORP COM Stock 68389X105 624 7152 SH SOLE 0 0 7152 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1071 12445 SH SOLE 0 0 12445 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1930 39017 SH SOLE 0 0 39017 TEXAS INSTRS INC COM Stock 882508104 945 5015 SH SOLE 0 0 5015 TARGET CORP COM Stock 87612E106 410 1770 SH SOLE 0 0 1770 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 599 5346 SH SOLE 0 0 5346 SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF ETF 78468R721 450 8692 SH SOLE 0 0 8692 PFIZER INC COM Stock 717081103 3344 56632 SH SOLE 0 0 56632 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 663 5006 SH SOLE 0 0 5006 MORGAN STANLEY COM NEW Stock 617446448 4391 44735 SH SOLE 0 0 44735 3M CO COM Stock 88579Y101 3704 20852 SH SOLE 0 0 20852 ISHARES MSCI USA VALUE FACTOR ETF ETF 46432F388 8253 75394 SH SOLE 0 0 75394 GILEAD SCIENCES INC COM Stock 375558103 409 5630 SH SOLE 0 0 5630 8X8 INC NEW COM Stock 282914100 6812 406418 SH SOLE 0 0 406418 CATERPILLAR INC COM Stock 149123101 859 4157 SH SOLE 0 0 4157 ALPHABET INC CAP STK CL C Stock 02079K107 2028 701 SH SOLE 0 0 701 AMERICAN EXPRESS CO COM Stock 025816109 433 2647 SH SOLE 0 0 2647 AMGEN INC COM Stock 031162100 1048 4658 SH SOLE 0 0 4658 APPLIED MATLS INC COM Stock 038222105 215 1364 SH SOLE 0 0 1364 OTIS WORLDWIDE CORP COM Stock 68902V107 898 10316 SH SOLE 0 0 10316 PAYCOM SOFTWARE INC COM Stock 70432V102 445 1072 SH SOLE 0 0 1072 TYSON FOODS INC CL A Stock 902494103 730 8374 SH SOLE 0 0 8374 CANADIAN NATL RY CO COM Stock 136375102 889 7237 SH SOLE 0 0 7237 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 3345 19477 SH SOLE 0 0 19477 FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM Stock 31620R303 324 6209 SH SOLE 0 0 6209 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1156 10136 SH SOLE 0 0 10136 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 200 1351 SH SOLE 0 0 1351 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 1038 18681 SH SOLE 0 0 18681 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 891 15964 SH SOLE 0 0 15964 EATON CORP PLC SHS Stock G29183103 295 1707 SH SOLE 0 0 1707 WAYFAIR INC CL A Stock 94419L101 30880 162554 SH SOLE 0 0 162554 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 307 5803 SH SOLE 0 0 5803 ETFMG PRIME CYBER SECURITY ETF ETF 26924G201 305 4970 SH SOLE 0 0 4970 FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF ETF 33733E500 638 9384 SH SOLE 0 0 9384 FIRST AMERN FINL CORP COM Stock 31847R102 489 6249 SH SOLE 0 0 6249 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 708 8764 SH SOLE 0 0 8764 PHILIP MORRIS INTL INC COM Stock 718172109 718 7554 SH SOLE 0 0 7554 NUCOR CORP COM Stock 670346105 246 2158 SH SOLE 0 0 2158 PARKER-HANNIFIN CORP COM Stock 701094104 217 681 SH SOLE 0 0 681 SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Stock 864482104 147 10000 SH SOLE 0 0 10000 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 201 1854 SH SOLE 0 0 1854 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 14053 225395 SH SOLE 0 0 225395 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 8061 218752 SH SOLE 0 0 218752 ISHARES RUSSELL 3000 ETF ETF 464287689 427 1537 SH SOLE 0 0 1537 REALTY INCOME CORP COM REIT 756109104 270 3765 SH SOLE 0 0 3765 ALTRIA GROUP INC COM Stock 02209S103 9701 204708 SH SOLE 0 0 204708 CITIGROUP INC COM NEW Stock 172967424 549 9094 SH SOLE 0 0 9094 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 542 2871 SH SOLE 0 0 2871 EXXON MOBIL CORP COM Stock 30231G102 12702 207582 SH SOLE 0 0 207582 UNITEDHEALTH GROUP INC COM Stock 91324P102 1606 3199 SH SOLE 0 0 3199 LOWES COS INC COM Stock 548661107 1245 4815 SH SOLE 0 0 4815 LINCOLN NATL CORP IND COM Stock 534187109 645 9442 SH SOLE 0 0 9442 ARK INNOVATION ETF ETF 00214Q104 378 3996 SH SOLE 0 0 3996 DEERE & CO COM Stock 244199105 319 929 SH SOLE 0 0 929 COLGATE PALMOLIVE CO COM Stock 194162103 655 7673 SH SOLE 0 0 7673 BLUEPRINT MEDICINES CORP COM Stock 09627Y109 771 7199 SH SOLE 0 0 7199 SHOPIFY INC CL A Stock 82509L107 751 545 SH SOLE 0 0 545 BROOKLINE BANCORP INC DEL COM Stock 11373M107 187 11567 SH SOLE 0 0 11567 TELADOC HEALTH INC COM Stock 87918A105 682 7430 SH SOLE 0 0 7430 LIBERTY LATIN AMERICA LTD COM CL C Stock G9001E128 116 10152 SH SOLE 0 0 10152 KRAFT HEINZ CO COM Stock 500754106 254 7083 SH SOLE 0 0 7083 PAYPAL HLDGS INC COM Stock 70450Y103 2007 10641 SH SOLE 0 0 10641 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 1633 30925 SH SOLE 0 0 30925 PACER TRENDPILOT US LARGE CAP ETF ETF 69374H105 847 20398 SH SOLE 0 0 20398 BLACKROCK INC COM Stock 09247X101 963 1052 SH SOLE 0 0 1052 ISHARES S&P MIDCAP FUND ETF 464287507 20308 71740 SH SOLE 0 0 71740 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2548 46406 SH SOLE 0 0 46406 ISHARES MSCI EAFE ETF ETF 464287465 702 8923 SH SOLE 0 0 8923 APPLE INC COM Stock 037833100 17036 100545 SH SOLE 0 0 100545 GLAXOSMITHKLINE PLC SPONSORED ADR ADR 37733W105 294 6667 SH SOLE 0 0 6667 ABBOTT LABS COM Stock 002824100 3155 22419 SH SOLE 0 0 22419 DISNEY WALT CO COM Stock 254687106 1505 9719 SH SOLE 0 0 9719 NOVOCURE LTD ORD SHS Stock G6674U108 263 3509 SH SOLE 0 0 3509 VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 922042742 3108 28930 SH SOLE 0 0 28930 ISHARES RUSSELL 1000 ETF ETF 464287622 631 2386 SH SOLE 0 0 2386 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 446 2657 SH SOLE 0 0 2657