Francis Financial, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $402 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $70.9M, Meta Platforms, Inc. with a value of $67.8M, Vanguard Bd Index Fd Inc Inter with a value of $39.4M, Vanguard Growth ETF with a value of $24.4M, and Vanguard Lg Trm Corp Bd ETF with a value of $19.2M.
Examining the 13F form we can see an increase of $58.1M in the current position value, from $344M to 402M.
Francis Financial, Inc. is based out at New York, NY
Below you can find more details about Francis Financial, Inc. portfolio as well as his latest detailed transactions.
