Francis Financial, Inc. Purchases in Q3 2025

Francis Financial, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
56.7K
New
$433.97 - $484.08 $24.6M - $27.4M
56.7K $27.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.71K
+ 1.37%
$567.77 - $614.76 $969K - $1.05M
126K $77.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
22.7K
+ 6.97%
$69.02 - $73.57 $1.57M - $1.67M
349K $25.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
25.1K
+ 4.3%
$76.16 - $78.59 $1.91M - $1.97M
608K $47.5M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
32.9K
New
$62.49 - $64.56 $2.06M - $2.13M
32.9K $2.12M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
9.38K
+ 6.43%
$105.03 - $112.54 $985K - $1.06M
155K $17.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.33K
+ 2.96%
$108.46 - $120.63 $361K - $402K
116K $13.8M
AAPL
Apple Inc.

Technology
2.18K
+ 12.28%
$202.38 - $256.87 $441K - $559K
19.9K $5.07M
MSFT
Microsoft Corp

Technology
1.99K
+ 44.17%
$491.09 - $535.64 $979K - $1.07M
6.51K $3.37M
NVDA
Nvidia Corp

Technology
1.37K
+ 4.74%
$153.3 - $186.58 $210K - $256K
30.3K $5.66M
GLW
Corning Inc

Technology
436
+ 2.07%
$51.6 - $82.03 $22.5K - $35.8K
21.5K $1.76M
AXP
American Express CO

Financial Services
1.6K
New
$294.27 - $342.31 $471K - $548K
1.6K $531K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
+ 110.15%
$357.4 - $423.42 $423K - $501K
2.26K $914K
META
Meta Platforms, Inc.

Communication Services
965
+ 1.87%
$695.21 - $791.73 $671K - $764K
52.4K $38.5M
MUB
Ishares National Muni Bond ETF

ETFs
4.36K
+ 20.49%
$103.24 - $106.68 $451K - $466K
25.7K $2.73M
VTI
Vanguard Total Stock Market Et

ETFs
539
+ 3.99%
$303.93 - $329.86 $164K - $178K
14K $4.61M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17K
+ 4.31%
$25.0 - $25.33 $424K - $430K
411K $10.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.56K
New
$73.94 - $78.51 $411K - $436K
5.56K $431K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
265
+ 0.39%
$92.97 - $100.18 $24.6K - $26.5K
68.8K $6.84M
ISRG
Intuitive Surgical Inc

Healthcare
756
New
$433.66 - $544.47 $328K - $412K
756 $338K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.1K
+ 10.51%
$19.85 - $20.2 $279K - $284K
148K $2.97M
ORCL
Oracle Corp

Technology
1.02K
New
$218.96 - $328.33 $224K - $336K
1.02K $287K
AVGO
Broadcom Inc.

Technology
351
+ 12.5%
$264.74 - $369.57 $92.9K - $130K
3.16K $1.04M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
910
New
$224.68 - $282.71 $204K - $257K
910 $254K
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$184.85 - $231.54 $190K - $238K
1.03K $238K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
309
+ 0.68%
$49.43 - $54.52 $15.3K - $16.8K
45.7K $2.47M
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$134.8 - $184.42 $185K - $253K
1.37K $221K
PLTR
Palantir Technologies Inc.

Technology
1.17K
New
$130.68 - $186.97 $153K - $219K
1.17K $213K
VTV
Vanguard Value ETF

ETFs
130
+ 0.68%
$175.51 - $186.57 $22.8K - $24.3K
19.2K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
424
+ 14.45%
$282.78 - $316.06 $120K - $134K
3.36K $1.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.05K
New
$182.33 - $194.5 $191K - $204K
1.05K $204K
UNH
Unitedhealth Group Inc

Healthcare
585
New
$237.77 - $353.61 $139K - $207K
585 $202K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.56K
New
$23.46 - $23.77 $201K - $204K
8.56K $202K
XOM
Exxon Mobil Corp

Energy
1.76K
New
$105.83 - $117.22 $187K - $207K
1.76K $198K
CVX
Chevron Corp

Energy
1.25K
New
$145.57 - $161.83 $182K - $202K
1.25K $193K
NFG
National Fuel Gas CO

Energy
2.04K
New
$82.19 - $93.72 $168K - $191K
2.04K $188K
L
Loews Corp

Financial Services
1.8K
New
$89.82 - $100.39 $162K - $181K
1.8K $180K
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.73%
$293.94 - $444.72 $2.94K - $4.45K
1.38K $615K
CSCO
Cisco Systems, Inc.

Technology
2.47K
New
$66.2 - $71.79 $164K - $178K
2.47K $169K
GS
Goldman Sachs Group Inc

Financial Services
129
+ 17.39%
$696.56 - $806.32 $89.9K - $104K
871 $693K
KO
Coca Cola CO

Consumer Defensive
2.51K
New
$65.67 - $71.67 $165K - $180K
2.51K $166K
T
At&T Inc.

Communication Services
5.76K
New
$26.94 - $29.62 $155K - $170K
5.76K $162K
PEP
Pepsico Inc

Consumer Defensive
1.11K
New
$133.81 - $152.16 $148K - $168K
1.11K $155K
AMAT
Applied Materials Inc

Technology
736
New
$156.25 - $204.95 $115K - $151K
736 $150K
CRM
Salesforce, Inc.

Technology
633
New
$231.66 - $273.65 $147K - $173K
633 $150K
KLAC
Kla Corp

Technology
138
New
$843.9 - $1078.6 $116K - $149K
138 $148K
C
Citigroup Inc

Financial Services
1.45K
New
$85.57 - $103.49 $124K - $150K
1.45K $147K
ABT
Abbott Laboratories

Healthcare
1.1K
New
$120.51 - $136.62 $132K - $150K
1.1K $146K
SAP
Sap Se

Technology
529
New
$252.42 - $311.93 $134K - $165K
529 $141K
Activity Summary
Buys All Purchases 86 New Holdings 38 Increased Positions 48 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 2
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