Francis Financial, Inc. Incresed Positions in Q2 2025

Francis Financial, Inc.

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
24.7K
+ 1155.37%
$228.54 - $279.83 $5.66M - $6.93M
26.9K $7.52M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
23.6K
+ 7.81%
$56.88 - $70.77 $1.34M - $1.67M
326K $23.1M
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 104.09%
$167.32 - $223.3 $1.76M - $2.35M
20.7K $4.53M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.5K
+ 1.48%
$75.05 - $77.34 $638K - $657K
583K $45.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
+ 13.72%
$243.75 - $303.93 $397K - $495K
13.5K $4.1M
GOOGL
Alphabet Inc.

Communication Services
2.25K
+ 18.34%
$144.7 - $178.6 $326K - $402K
14.5K $2.56M
MUB
Ishares National Muni Bond ETF

ETFs
4.99K
+ 30.61%
$102.31 - $105.8 $511K - $528K
21.3K $2.23M
AVGO
Broadcom Inc.

Technology
225
+ 8.71%
$146.29 - $275.65 $32.9K - $62K
2.81K $774K
COST
Costco Wholesale Corp

Consumer Defensive
285
+ 130.14%
$908.13 - $1056.85 $259K - $301K
504 $498K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
814
+ 1.83%
$39.89 - $49.46 $32.5K - $40.3K
45.3K $2.24M
GOOG
Alphabet Inc.

Communication Services
404
+ 8.01%
$146.58 - $180.01 $59.2K - $72.7K
5.45K $965K
JPM
Jpmorgan Chase & CO

Financial Services
178
+ 6.46%
$210.28 - $289.91 $37.4K - $51.6K
2.93K $850K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.37%
$462.22 - $707.75 $4.62K - $7.08K
742 $525K
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 8.19%
$221.86 - $362.89 $23.1K - $37.7K
1.37K $436K
GE
General Electric CO

Industrials
39
+ 3.32%
$166.81 - $257.39 $6.51K - $10K
1.22K $312K
BAC
Bank Of America Corp

Financial Services
685
+ 8.63%
$34.39 - $47.46 $23.6K - $32.5K
8.62K $408K
DIS
Walt Disney CO

Communication Services
105
+ 4.24%
$81.72 - $124.01 $8.58K - $13K
2.58K $320K
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.59%
$193.73 - $237.37 $2.71K - $3.32K
2.39K $565K
V
Visa Inc.

Financial Services
73
+ 8.09%
$308.27 - $373.31 $22.5K - $27.3K
975 $346K
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 5.19%
$335.24 - $380.78 $17.8K - $20.2K
1.07K $393K
TJX
Tjx Companies Inc

Consumer Cyclical
34
+ 1.63%
$119.13 - $135.03 $4.05K - $4.59K
2.11K $261K
SO
Southern CO

Utilities
54
+ 2.1%
$84.91 - $92.56 $4.59K - $5K
2.62K $240K
DFSI
Dimensional ETF Tr Dimen Intl
20.4K
+ 3.03%
N/A
694K $0
Tcw ETF Trust
298K
+ 64.87%
N/A
758K $0
JNJ
Johnson & Johnson

Healthcare
95
+ 6.94%
$146.36 - $159.82 $13.9K - $15.2K
1.46K $223K
LLY
Eli Lilly & CO

Healthcare
27
+ 4.03%
$713.71 - $898.95 $19.3K - $24.3K
697 $543K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 2.91%
$483.48 - $539.8 $39.6K - $44.3K
2.9K $1.41M
AAPL
Apple Inc.

Technology
183
+ 1.04%
$172.42 - $223.89 $31.6K - $41K
17.7K $3.64M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 3
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