Francis Financial, Inc. Purchases in Q1 2025

Francis Financial, Inc.

  • $354 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
259K
+ 588.27%
$58.04 - $65.84 $15M - $17M
303K $19.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
46.9K
+ 8.88%
$73.78 - $76.59 $3.46M - $3.59M
575K $44M
NYF
Ishares New York Muni Bond ETF

ETFs
59.4K
+ 48.82%
$52.33 - $53.92 $3.11M - $3.2M
181K $9.54M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
34.8K
+ 22.24%
$96.85 - $111.39 $3.37M - $3.88M
191K $18.9M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
24.7K
+ 7.16%
$46.26 - $47.48 $1.14M - $1.17M
370K $17.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
40.7K
+ 11.21%
$24.6 - $24.99 $1M - $1.02M
403K $10.1M
MCD
Mcdonalds Corp

Consumer Cyclical
3.3K
+ 195.04%
$279.74 - $321.29 $924K - $1.06M
5K $1.56M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
45K
+ 49.51%
$19.8 - $19.97 $891K - $898K
136K $2.7M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
18.3K
+ 51.71%
$22.83 - $23.75 $418K - $435K
53.7K $1.24M
GE
General Electric CO

Industrials
1.18K
New
$168.59 - $212.13 $198K - $249K
1.18K $235K
XOM
Exxon Mobil Corp

Energy
1.85K
New
$105.44 - $118.93 $195K - $220K
1.85K $220K
COST
Costco Wholesale Corp

Consumer Defensive
219
New
$890.62 - $1076.86 $195K - $236K
219 $207K
RSP
Invesco S&P 500 Equal Weight E

ETFs
766
+ 5.82%
$169.43 - $182.84 $130K - $140K
13.9K $2.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
458
+ 1.04%
$42.5 - $46.71 $19.5K - $21.4K
44.5K $2.02M
NUE
Nucor Corp

Basic Materials
13
+ 0.67%
$114.48 - $142.52 $1.49K - $1.85K
1.97K $236K
DFSI
Dimensional ETF Tr Dimen Intl
32.9K
+ 5.14%
N/A
674K $0
Dimensional ETF Trust
41.2K
+ 11.03%
N/A
415K $0
Tcw ETF Trust
460K
New
N/A
460K $0
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.09%
$251.87 - $277.95 $504 - $556
2.14K $553K
VTI
Vanguard Total Stock Market Et

ETFs
315
+ 2.73%
$271.18 - $303.12 $85.4K - $95.5K
11.9K $3.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.72K
+ 4.55%
$102.49 - $119.96 $586K - $686K
131K $13.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
191
+ 0.19%
$101.98 - $115.66 $19.5K - $22.1K
103K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
425
+ 0.32%
$507.05 - $563.67 $215K - $240K
132K $67.8M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 1
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