Francis Financial, Inc. Purchases and Sells in Q4 2024

Francis Financial, Inc.

$402 Million
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	56.3K + 95.78%	$554.08 - $632.68 $31.2M - $35.6M	115K $67.8M
NVDA	31.9K + 254.18%	$117.0 - $148.88 $3.73M - $4.75M	44.5K $5.97M
VUG	3.87K + 6.97%	$378.79 - $428.11 $1.47M - $1.66M	59.4K $24.4M
IVOO	20K + 14.65%	$104.52 - $115.08 $2.09M - $2.3M	157K $16.5M
AMZN	6.38K + 63.86%	$180.88 - $232.93 $1.15M - $1.49M	16.4K $3.59M
AAPL	5.33K + 28.72%	$221.69 - $259.02 $1.18M - $1.38M	23.9K $5.98M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIRE	44K New	$58.46 - $65.6 $2.57M - $2.89M	44K $2.57M
BAC	9.04K New	$39.22 - $47.77 $354K - $432K	9.04K $397K
DFSD	7.8K New	$46.75 - $47.8 $365K - $373K	7.8K $365K
CRM	1.04K New	$270.87 - $367.87 $281K - $381K	1.04K $346K
IUSV	3.36K New	$91.94 - $100.02 $309K - $336K	3.36K $311K
AVUS	2.57K New	$94.36 - $102.06 $243K - $262K	2.57K $249K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-1.56K - 69.43%	$567.81 - $607.81 $884K - $946K	685 $401K
VWO	-9.64K - 17.94%	$44.04 - $49.49 $424K - $477K	44.1K $1.94M
VYM	-4.06K - 2.97%	$126.68 - $134.74 $514K - $547K	132K $16.9M
ELQD	-1.54K - 2.73%	$80.28 - $85.07 $123K - $131K	54.7K $4.4M
DSI	-3.73K - 3.52%	$107.41 - $115.71 $401K - $432K	102K $11.3M
SUSB	-1.38K - 0.38%	$24.61 - $25.12 $34K - $34.7K	363K $8.96M

Activity Summary All Purchases 55 New Holdings 7 Increased Positions 48 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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