Francis Financial, Inc. Purchases in Q3 2024

Francis Financial, Inc.

  • $344 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
65.1K
+ 90.96%
$97.05 - $106.1 $6.32M - $6.9M
137K $14.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
63.5K
+ 14.67%
$74.26 - $78.84 $4.71M - $5M
496K $38.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
53.4K
+ 30.91%
$74.85 - $82.2 $4M - $4.39M
226K $18.4M
VUG
Vanguard Growth ETF

ETFs
5.59K
+ 11.17%
$341.08 - $391.94 $1.9M - $2.19M
55.6K $21.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.62K
+ 4.73%
$105.53 - $118.34 $593K - $665K
124K $14.5M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
37.2K
+ 78.43%
$38.71 - $42.43 $1.44M - $1.58M
84.5K $3.58M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
16.1K
+ 4.94%
$46.29 - $48.52 $745K - $781K
342K $16.6M
VTI
Vanguard Total Stock Market Et

ETFs
2.59K
+ 26.6%
$255.18 - $283.2 $661K - $734K
12.3K $3.49M
AAPL
Apple Inc.

Technology
1.3K
+ 7.52%
$207.23 - $234.82 $269K - $305K
18.6K $4.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.76K
New
$71.45 - $75.64 $483K - $511K
6.76K $507K
NYF
Ishares New York Muni Bond ETF

ETFs
7.35K
+ 7.45%
$53.13 - $54.36 $391K - $400K
106K $5.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.6K
+ 20.57%
$162.83 - $179.16 $260K - $286K
9.36K $1.68M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
18.2K
+ 32.8%
$19.74 - $20.07 $359K - $365K
73.6K $1.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.38K
New
$56.47 - $63.69 $304K - $342K
5.38K $338K
BNDX
Vanguard Total International B

ETFs
6.51K
New
$48.42 - $50.35 $315K - $328K
6.51K $327K
VTRS
Viatris Inc

Healthcare
27.1K
New
$10.32 - $12.13 $279K - $328K
27.1K $314K
VTV
Vanguard Value ETF

ETFs
1.76K
New
$159.75 - $174.57 $281K - $307K
1.76K $307K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.53K
+ 4.57%
$38.03 - $42.06 $96.1K - $106K
57.8K $2.42M
NUE
Nucor Corp

Basic Materials
1.91K
New
$137.77 - $166.14 $263K - $317K
1.91K $287K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 14.81%
$405.19 - $478.57 $139K - $164K
2.66K $1.22M
JNJ
Johnson & Johnson

Healthcare
1.73K
New
$145.48 - $167.38 $252K - $290K
1.73K $280K
VEA
Vanguard Ftse Developed Market

ETFs
4.38K
+ 40.78%
$47.6 - $53.31 $209K - $234K
15.1K $798K
TJX
Tjx Companies Inc

Consumer Cyclical
2.12K
New
$107.93 - $120.23 $229K - $255K
2.12K $249K
WMT
Walmart Inc.

Consumer Defensive
2.94K
New
$66.91 - $81.4 $197K - $239K
2.94K $237K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.22K
New
$92.63 - $105.69 $206K - $235K
2.22K $231K
SO
Southern CO

Utilities
2.49K
New
$77.0 - $90.52 $192K - $225K
2.49K $224K
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
New
$72.51 - $98.6 $163K - $221K
2.24K $218K
UNP
Union Pacific Corp

Industrials
884
New
$221.78 - $256.09 $196K - $226K
884 $217K
TSLA
Tesla, Inc.

Consumer Cyclical
481
+ 44.09%
$191.76 - $263.26 $92.2K - $127K
1.57K $411K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.98K
+ 38.93%
$61.11 - $67.85 $121K - $135K
7.08K $480K
IBM
International Business Machines Corp

Technology
106
+ 4.16%
$175.1 - $223.38 $18.6K - $23.7K
2.65K $586K
GLW
Corning Inc

Technology
53
+ 0.23%
$37.76 - $46.2 $2K - $2.45K
22.7K $1.03M
VB
Vanguard Small Cap ETF

ETFs
262
+ 9.37%
$214.77 - $237.72 $56.3K - $62.3K
3.06K $725K
NVDA
Nvidia Corp

Technology
1.12K
+ 9.82%
$98.91 - $134.91 $111K - $151K
12.6K $1.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
221
+ 14.64%
$332.02 - $382.76 $73.4K - $84.6K
1.73K $649K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.32K
+ 9.95%
$36.98 - $41.55 $48.9K - $54.9K
14.6K $600K
MCD
Mcdonalds Corp

Consumer Cyclical
94
+ 8.57%
$245.82 - $304.51 $23.1K - $28.6K
1.19K $362K
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 0.29%
$156.14 - $187.2 $1.09K - $1.31K
2.43K $449K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 2.63%
$333.64 - $405.2 $8.67K - $10.5K
1.02K $411K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.18%
$517.38 - $573.86 $2.07K - $2.3K
2.24K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
42
+ 7.14%
$488.01 - $604.18 $20.5K - $25.4K
630 $368K
VO
Vanguard Mid Cap ETF

ETFs
70
+ 3.27%
$237.84 - $263.83 $16.6K - $18.5K
2.21K $583K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
616
+ 16.8%
$57.32 - $62.65 $35.3K - $38.6K
4.28K $266K
AVGO
Broadcom Inc.

Technology
1.9K
+ 970.92%
$136.27 - $1745.86 $259K - $3.32M
2.1K $362K
MUB
Ishares National Muni Bond ETF

ETFs
181
+ 1.48%
$106.13 - $108.7 $19.2K - $19.7K
12.4K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 4.22%
$194.9 - $224.8 $20.1K - $23.2K
2.55K $536K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 2.14%
$459.02 - $510.25 $6.89K - $7.65K
717 $354K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
355
+ 1.09%
$23.57 - $24.19 $8.37K - $8.59K
32.9K $794K
GOOG
Alphabet Inc.

Communication Services
543
+ 12.73%
$149.54 - $192.66 $81.2K - $105K
4.81K $803K
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Francis Financial, Inc. Portfolio

Follow Francis Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Francis Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Francis Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email