Francis Financial, Inc. Purchases and Sells in Q1 2025

Francis Financial, Inc.

$354 Million
Q1 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIRE	259K + 588.27%	$58.04 - $65.84 $15M - $17M	303K $19.3M
BIV	46.9K + 8.88%	$73.78 - $76.59 $3.46M - $3.59M	575K $44M
NYF	59.4K + 48.82%	$52.33 - $53.92 $3.11M - $3.2M	181K $9.54M
IVOO	34.8K + 22.24%	$96.85 - $111.39 $3.37M - $3.88M	191K $18.9M
BGRN	24.7K + 7.16%	$46.26 - $47.48 $1.14M - $1.17M	370K $17.5M
SUSB	40.7K + 11.21%	$24.6 - $24.99 $1M - $1.02M	403K $10.1M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE	1.18K New	$168.59 - $212.13 $198K - $249K	1.18K $235K
JNJ	1.37K New	$142.06 - $167.7 $194K - $229K	1.37K $226K
XOM	1.85K New	$105.44 - $118.93 $195K - $220K	1.85K $220K
COST	219 New	$890.62 - $1076.86 $195K - $236K	219 $207K
TCW ETF TRUST	460K New	N/A	460K $0

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-58.8K - 51.1%	$576.36 - $736.67 $33.9M - $43.3M	56.2K $32.4M
VCLT	-249K - 97.14%	$73.11 - $77.43 $18.2M - $19.3M	7.33K $556K
VUG	-814 - 1.37%	$369.1 - $427.61 $300K - $348K	58.6K $21.7M
NVDA	-13.5K - 30.46%	$106.98 - $149.43 $1.45M - $2.02M	30.9K $3.35M
AAPL	-6.33K - 26.5%	$209.68 - $247.1 $1.33M - $1.56M	17.6K $3.9M
MSFT	-4.23K - 45.2%	$375.39 - $447.2 $1.59M - $1.89M	5.13K $1.93M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-100 - 4.35%	$190.26 - $242.06 $19K - $24.2K	2.2K $418K

Activity Summary All Purchases 24 New Holdings 5 Increased Positions 19 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 1

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