Francis Financial, Inc. Incresed Positions 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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.47K
+ 13.7%
$41.9 - $48.26 $271K - $312K
53.7K $2.57M
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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.53K
+ 4.57%
$38.03 - $42.06 $96.1K - $106K
57.8K $2.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 14.81%
$405.19 - $478.57 $139K - $164K
2.66K $1.22M
VEA
Vanguard Ftse Developed Market

ETFs
4.38K
+ 40.78%
$47.6 - $53.31 $209K - $234K
15.1K $798K
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
PG
Procter & Gamble CO

Consumer Defensive
54
+ 3.91%
$160.76 - $177.82 $8.68K - $9.6K
1.44K $248K
GOOG
Alphabet Inc.

Communication Services
543
+ 12.73%
$149.54 - $192.66 $81.2K - $105K
4.81K $803K
LLY
Eli Lilly & CO

Healthcare
26
+ 4.91%
$772.14 - $960.02 $20.1K - $25K
555 $491K
GOOGL
Alphabet Inc.

Communication Services
1.14K
+ 9.94%
$148.65 - $191.18 $169K - $217K
12.6K $2.08M
Dimensional ETF Trust
102K
+ 48.04%
N/A
315K $0
DFSI
Dimensional ETF Tr Dimen Intl
70.4K
+ 13.73%
N/A
583K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
10K
+ 8.95%
N/A
122K $0
DIS
Walt Disney CO

Communication Services
22
+ 0.95%
$85.6 - $98.61 $1.88K - $2.17K
2.34K $225K
AMZN
Amazon Com Inc

Consumer Cyclical
256
+ 2.63%
$161.02 - $200.0 $41.2K - $51.2K
9.99K $1.86M
MSFT
Microsoft Corp

Technology
49
+ 0.91%
$395.15 - $467.56 $19.4K - $22.9K
5.43K $2.34M
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
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