MANAGING PARTNER

0001852930-22-000005.txt : 20220715 0001852930-22-000005.hdr.sgml : 20220715 20220715115827 ACCESSION NUMBER: 0001852930-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220715 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220715 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: 221084877 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 06-30-2022 06-30-2022 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 07-15-2022 0 336 652645 false INFORMATION TABLE 2 MFA_13F_Q22022.xml AMPIO PHARMACEUTICALS INC COM Stock 03209T109 4 24000 SH SOLE 0 0 24000 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 725 1980 SH SOLE 0 0 1980 AIR PRODS & CHEMS INC COM Stock 009158106 295 1226 SH SOLE 0 0 1225 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 267 2348 SH SOLE 0 0 2348 ALPHABET INC CAP STK CL C Stock 02079K107 2072 947 SH SOLE 0 0 947 ALPHABET INC CAP STK CL A Stock 02079K305 3949 1812 SH SOLE 0 0 1812 AMERICAN EXPRESS CO COM Stock 025816109 330 2380 SH SOLE 0 0 2379 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 461 3096 SH SOLE 0 0 3096 AMERISOURCEBERGEN CORP COM Stock 03073E105 373 2634 SH SOLE 0 0 2634 AMGEN INC COM Stock 031162100 1118 4596 SH SOLE 0 0 4596 ANALOG DEVICES INC COM Stock 032654105 201 1377 SH SOLE 0 0 1376 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1252 5962 SH SOLE 0 0 5962 AVALONBAY CMNTYS INC COM REIT 053484101 631 3247 SH SOLE 0 0 3246 BAXTER INTL INC COM Stock 071813109 244 3793 SH SOLE 0 0 3793 BECTON DICKINSON & CO COM Stock 075887109 254 1029 SH SOLE 0 0 1029 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 409 1 SH SOLE 0 0 1 BLACKROCK INC COM Stock 09247X101 715 1174 SH SOLE 0 0 1173 BLUEPRINT MEDICINES CORP COM Stock 09627Y109 344 6806 SH SOLE 0 0 6806 BOEING CO COM Stock 097023105 665 4863 SH SOLE 0 0 4863 BOOKING HOLDINGS INC COM Stock 09857L108 864 494 SH SOLE 0 0 494 BROADCOM INC COM Stock 11135F101 1055 2172 SH SOLE 0 0 2172 BROWN & BROWN INC COM Stock 115236101 269 4607 SH SOLE 0 0 4607 CANADIAN NATL RY CO COM Stock 136375102 926 8232 SH SOLE 0 0 8232 CATERPILLAR INC COM Stock 149123101 728 4070 SH SOLE 0 0 4069 CHURCH & DWIGHT CO INC COM Stock 171340102 275 2964 SH SOLE 0 0 2963 CITIGROUP INC COM NEW Stock 172967424 440 9577 SH SOLE 0 0 9576 COLGATE PALMOLIVE CO COM Stock 194162103 635 7920 SH SOLE 0 0 7920 CONOCOPHILLIPS COM 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TOOL WKS INC COM Stock 452308109 266 1461 SH SOLE 0 0 1460 INVESCO QQQ TRUST ETF 46090E103 1800 6423 SH SOLE 0 0 6422 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 204 1015 SH SOLE 0 0 1015 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 870 6485 SH SOLE 0 0 6484 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 555 5043 SH SOLE 0 0 5043 ISHARES S&P 500 GROWTH ETF ETF 464287309 282 4670 SH SOLE 0 0 4670 ISHARES S&P 500 VALUE ETF ETF 464287408 538 3912 SH SOLE 0 0 3912 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 321 2793 SH SOLE 0 0 2793 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 718 9942 SH SOLE 0 0 9942 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 346 4178 SH SOLE 0 0 4178 ISHARES MSCI EAFE ETF ETF 464287465 569 9099 SH SOLE 0 0 9099 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 387 1771 SH SOLE 0 0 1771 ISHARES RUSSELL 1000 ETF ETF 464287622 1217 5858 SH SOLE 0 0 5858 ISHARES RUSSELL 3000 ETF ETF 464287689 687 3160 SH SOLE 0 0 3160 ISHARES U.S. 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PTC THERAPEUTICS INC COM Stock 69366J200 246 6152 SH SOLE 0 0 6152 PALO ALTO NETWORKS INC COM Stock 697435105 305 618 SH SOLE 0 0 618 PAYCOM SOFTWARE INC COM Stock 70432V102 492 1757 SH SOLE 0 0 1757 PAYPAL HLDGS INC COM Stock 70450Y103 557 7982 SH SOLE 0 0 7982 PHILLIPS 66 COM Stock 718546104 324 3955 SH SOLE 0 0 3955 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND ETF 72201R205 294 5630 SH SOLE 0 0 5630 PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND ETF 72201R718 569 5922 SH SOLE 0 0 5922 QUALCOMM INC COM Stock 747525103 202 1584 SH SOLE 0 0 1583 REALTY INCOME CORP COM REIT 756109104 273 3998 SH SOLE 0 0 3997 REPUBLIC SVCS INC COM Stock 760759100 214 1638 SH SOLE 0 0 1638 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF ETF 78464A359 260 4024 SH SOLE 0 0 4024 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 1655 5375 SH SOLE 0 0 5375 SVB FINANCIAL GROUP COM Stock 78486Q101 325 823 SH SOLE 0 0 823 SALESFORCE INC COM Stock 79466L302 660 4001 SH SOLE 0 0 4001 SCHWAB 1-5 YEAR CORPORATE BOND ETF ETF 808524714 215 4525 SH SOLE 0 0 4525 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 284 9043 SH SOLE 0 0 9043 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 269 2113 SH SOLE 0 0 2113 SERVICENOW INC COM Stock 81762P102 554 1166 SH SOLE 0 0 1166 SMUCKER J M CO COM NEW Stock 832696405 742 5798 SH SOLE 0 0 5797 SPLUNK INC COM Stock 848637104 382 4321 SH SOLE 0 0 4321 STARBUCKS CORP COM Stock 855244109 311 4401 SH SOLE 0 0 4400 STATE STR CORP COM Stock 857477103 371 6012 SH SOLE 0 0 6012 STRYKER CORPORATION COM Stock 863667101 452 2272 SH SOLE 0 0 2272 STURM RUGER & CO INC COM Stock 864159108 476 7472 SH SOLE 0 0 7472 SYSCO CORP COM Stock 871829107 472 5572 SH SOLE 0 0 5572 TARGET CORP COM Stock 87612E106 265 1878 SH SOLE 0 0 1877 TELADOC HEALTH INC COM Stock 87918A105 214 6432 SH SOLE 0 0 6432 TERADYNE INC COM Stock 880770102 447 4992 SH SOLE 0 0 4992 TESLA INC COM Stock 88160R101 1296 1924 SH SOLE 0 0 1924 TEXAS INSTRS INC COM Stock 882508104 754 4905 SH SOLE 0 0 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Stock G8994E103 275 2116 SH SOLE 0 0 2116 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 260 1318 SH SOLE 0 0 1318 X4 PHARMACEUTICALS INC COM Stock 98420X103 10 10000 SH SOLE 0 0 10000 ARES CAPITAL CORP 4.625 03/01/2024 Convertible 04010LAW3 12 12000 SH SOLE 0 0 12000 MFA FINL INC 6.25 06/15/2024 Convertible 55272XAA0 12 13000 SH SOLE 0 0 13000 GREENBRIER COS INC 2.875 02/01/2024 Convertible 393657AK7 16 17000 SH SOLE 0 0 17000 VISHAY INTERTECHNOLOGY INC 2.25 06/15/2025 Convertible 928298AP3 16 17000 SH SOLE 0 0 17000 NGL ENERGY PARTNERS LP COM UNIT REPST Stock 62913M107 16 10728 SH SOLE 0 0 10728 PRA GROUP INC 3.5 06/01/2023 Convertible 69354NAB2 18 18000 SH SOLE 0 0 18000 HCI GROUP INC 4.25 03/01/2037 Convertible 40416EAD5 24 21000 SH SOLE 0 0 21000 SUPERNUS PHARMACEUTICALS 0.625 04/01/2023 Convertible 868459AD0 24 25000 SH SOLE 0 0 25000 REVELATION BIOSCIENCES INC COM Stock 76135L101 24 21425 SH SOLE 0 0 21425 INTERDIGITAL INC 2 06/01/2024 Convertible 45867GAB7 25 26000 SH SOLE 0 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SOLE 0 0 26843 EVERCOMMERCE INC COM Stock 29977X105 1329 147058 SH SOLE 0 0 147058 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 1346 41252 SH SOLE 0 0 41252 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1367 14218 SH SOLE 0 0 14218 SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 78464A474 1374 46207 SH SOLE 0 0 46207 CISCO SYS INC COM Stock 17275R102 1472 34511 SH SOLE 0 0 34510 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1502 36064 SH SOLE 0 0 36064 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 1506 14813 SH SOLE 0 0 14813 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 1512 32289 SH SOLE 0 0 32289 BK OF AMERICA CORP COM Stock 060505104 1608 303616 SH SOLE 0 0 303616 INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF ETF 46138E297 1617 69511 SH SOLE 0 0 69511 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1677 20014 SH SOLE 0 0 20014 VANGUARD VALUE INDEX FUND ETF 922908744 1693 12835 SH SOLE 0 0 12835 NVIDIA CORPORATION COM Stock 67066G104 1744 11506 SH SOLE 0 0 11506 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 1770 21985 SH SOLE 0 0 21985 CONSOLIDATED EDISON INC COM Stock 209115104 1777 18681 SH SOLE 0 0 18681 ISHARES SELECT DIVIDEND ETF ETF 464287168 1809 15371 SH SOLE 0 0 15371 COCA COLA CO COM Stock 191216100 1868 29698 SH SOLE 0 0 29698 SCHWAB US AGGREGATE BOND ETF ETF 808524839 1914 39980 SH SOLE 0 0 39980 ARCHER DANIELS MIDLAND CO COM Stock 039483102 1962 25285 SH SOLE 0 0 25285 8X8 INC NEW COM Stock 282914100 1994 387088 SH SOLE 0 0 387088 ISHARES ESG MSCI USA LEADERS ETF ETF 46435U218 2074 31235 SH SOLE 0 0 31235 VISA INC COM CL A Stock 92826C839 2079 10562 SH SOLE 0 0 10561 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 2088 87355 SH SOLE 0 0 87355 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 2248 45001 SH SOLE 0 0 45001 VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 922042742 2290 26838 SH SOLE 0 0 26838 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2335 46780 SH SOLE 0 0 46780 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 2380 22736 SH SOLE 0 0 22735 ISHARES S&P 100 ETF ETF 464287101 2394 13879 SH SOLE 0 0 13879 ABBOTT LABS COM Stock 002824100 2443 22489 SH SOLE 0 0 22488 JPMORGAN CHASE & CO COM Stock 46625H100 2489 22101 SH SOLE 0 0 22100 MERCK & CO INC COM Stock 58933Y105 2608 28604 SH SOLE 0 0 28603 ISHARES MSCI EAFE VALUE ETF ETF 464288877 2640 60831 SH SOLE 0 0 60831 AMERICAN TOWER CORP NEW COM REIT 03027X100 2716 10628 SH SOLE 0 0 10627 SCHWAB U.S. TIPS ETF ETF 808524870 2773 49688 SH SOLE 0 0 49688 SPDR GOLD SHARES ETF 78463V107 2791 16565 SH SOLE 0 0 16565 AT&T INC COM Stock 00206R102 2794 133297 SH SOLE 0 0 133297 ISHARES RUSSELL 2000 ETF ETF 464287655 2887 17046 SH SOLE 0 0 17046 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 2963 60387 SH SOLE 0 0 60387 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 2982 20784 SH SOLE 0 0 20783 PFIZER INC COM Stock 717081103 3050 58167 SH SOLE 0 0 58166 ISHARES CORE HIGH DIVIDEND ETF ETF 46429B663 3092 30790 SH SOLE 0 0 30790 MORGAN STANLEY COM NEW Stock 617446448 3287 43216 SH SOLE 0 0 43216 MATIV HOLDINGS INC COM Stock 808541106 3296 131200 SH SOLE 0 0 131200 HONEYWELL INTL INC COM Stock 438516106 3408 19605 SH SOLE 0 0 19604 AMAZON COM INC COM Stock 023135106 3440 248884 SH SOLE 0 0 248883 VANGUARD MID-CAP INDEX FUND ETF 922908629 3516 17851 SH SOLE 0 0 17850 JOHNSON & JOHNSON COM Stock 478160104 3535 19915 SH SOLE 0 0 19914 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 3661 127633 SH SOLE 0 0 127633 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ETF 72201R833 3848 38823 SH SOLE 0 0 38823 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 4193 10140 SH SOLE 0 0 10140 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 4221 103451 SH SOLE 0 0 103450 VANGUARD S&P 500 ETF ETF 922908363 4242 12228 SH SOLE 0 0 12227 ISHARES CORE MSCI EAFE ETF ETF 46432F842 4244 72113 SH SOLE 0 0 72113 3M CO COM Stock 88579Y101 4264 32951 SH SOLE 0 0 32950 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 4629 24542 SH SOLE 0 0 24541 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4674 17119 SH SOLE 0 0 17119 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 5516 39069 SH SOLE 0 0 39069 ISHARES ESG AWARE MSCI USA ETF ETF 46435G425 5882 91318 SH SOLE 0 0 91317 ISHARES MSCI USA VALUE FACTOR ETF ETF 46432F388 6624 73182 SH SOLE 0 0 73181 WAYFAIR INC CL A Stock 94419L101 7081 162550 SH SOLE 0 0 162550 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 7279 164162 SH SOLE 0 0 164162 PEPSICO INC COM Stock 713448108 7342 44052 SH SOLE 0 0 44052 SOUTHERN CO COM Stock 842587107 7359 103190 SH SOLE 0 0 103190 ISHARES S&P SMALL-CAP FUND ETF 464287804 7377 79825 SH SOLE 0 0 79824 VERIZON COMMUNICATIONS INC COM Stock 92343V104 7735 152413 SH SOLE 0 0 152412 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 7980 106033 SH SOLE 0 0 106033 SPDR S&P 500 ETF ETF 78462F103 8056 21355 SH SOLE 0 0 21354 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 8865 126270 SH SOLE 0 0 126270 ALTRIA GROUP INC COM Stock 02209S103 9781 234175 SH SOLE 0 0 234174 INTEL CORP COM Stock 458140100 10020 267850 SH SOLE 0 0 267849 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 10220 96086 SH SOLE 0 0 96085 NEXTERA ENERGY INC COM Stock 65339F101 10243 132231 SH SOLE 0 0 132230 MICROSOFT CORP COM Stock 594918104 10367 40366 SH SOLE 0 0 40365 APPLE INC COM Stock 037833100 12868 98713 SH SOLE 0 0 98712 CHEVRON CORP NEW COM Stock 166764100 13008 89850 SH SOLE 0 0 89849 ABBVIE INC COM Stock 00287Y109 14517 94783 SH SOLE 0 0 94783 ISHARES S&P MIDCAP FUND ETF 464287507 14999 66301 SH SOLE 0 0 66301 UNITED PARCEL SERVICE INC CL B Stock 911312106 15637 85662 SH SOLE 0 0 85661 EXXON MOBIL CORP COM Stock 30231G102 16331 190696 SH SOLE 0 0 190696 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 17404 226022 SH SOLE 0 0 226021 PROCTER AND GAMBLE CO COM Stock 742718109 22675 157695 SH SOLE 0 0 157695 MCDONALDS CORP COM Stock 580135101 30591 123910 SH SOLE 0 0 123910 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 30672 286094 SH SOLE 0 0 286093 ISHARES CORE S&P 500 ETF ETF 464287200 49084 148232 SH SOLE 0 0 148231