Francis Financial, Inc. Incresed Positions in Q3 2025

Francis Financial, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BGRN
Ishares Trust Ishares Usd Gre

ETFs
12.1K
+ 4.79%
$47.21 - $48.3 $572K - $585K
265K $12.8M
GLW
Corning Inc

Technology
436
+ 2.07%
$51.6 - $82.03 $22.5K - $35.8K
21.5K $1.76M
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
NULG
Nuveen Esg Large Cap Growth Et

ETFs
265
+ 0.39%
$92.97 - $100.18 $24.6K - $26.5K
68.8K $6.84M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.1K
+ 10.51%
$19.85 - $20.2 $279K - $284K
148K $2.97M
AVGO
Broadcom Inc.

Technology
351
+ 12.5%
$264.74 - $369.57 $92.9K - $130K
3.16K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
309
+ 0.68%
$49.43 - $54.52 $15.3K - $16.8K
45.7K $2.47M
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
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.73%
$293.94 - $444.72 $2.94K - $4.45K
1.38K $615K
GS
Goldman Sachs Group Inc

Financial Services
129
+ 17.39%
$696.56 - $806.32 $89.9K - $104K
871 $693K
RSP
Invesco S&P 500 Equal Weight E

ETFs
44
+ 0.32%
$181.56 - $190.33 $7.99K - $8.37K
13.8K $2.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
120
+ 4.13%
$459.11 - $506.91 $55.1K - $60.8K
3.02K $1.52M
JNJ
Johnson & Johnson

Healthcare
249
+ 17.02%
$155.17 - $185.42 $38.6K - $46.2K
1.71K $317K
GE
General Electric CO

Industrials
65
+ 5.35%
$244.75 - $305.63 $15.9K - $19.9K
1.28K $385K
TJX
Tjx Companies Inc

Consumer Cyclical
150
+ 7.1%
$121.35 - $144.54 $18.2K - $21.7K
2.26K $327K
IVW
Ishares S&P 500 Growth ETF

ETFs
40
+ 0.85%
$108.97 - $121.65 $4.36K - $4.87K
4.76K $574K
MA
Mastercard Inc

Financial Services
63
+ 8.87%
$550.18 - $598.96 $34.7K - $37.7K
773 $439K
PNC
Pnc Financial Services Group, Inc.

Financial Services
25
+ 1.02%
$185.88 - $207.44 $4.65K - $5.19K
2.47K $495K
V
Visa Inc.

Financial Services
153
+ 15.69%
$332.09 - $358.86 $50.8K - $54.9K
1.13K $385K
WMT
Walmart Inc.

Consumer Defensive
195
+ 8.02%
$94.4 - $104.27 $18.4K - $20.3K
2.63K $270K
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 1.11%
$194.44 - $206.51 $3.69K - $3.92K
1.73K $357K
SO
Southern CO

Utilities
73
+ 2.78%
$90.83 - $96.0 $6.63K - $7.01K
2.7K $255K
NUE
Nucor Corp

Basic Materials
16
+ 0.83%
$133.3 - $150.33 $2.13K - $2.41K
1.94K $263K
LLY
Eli Lilly & CO

Healthcare
29
+ 4.16%
$625.65 - $812.69 $18.1K - $23.6K
726 $553K
SLB
Schlumberger Limited

Energy
38
+ 0.61%
$32.37 - $37.31 $1.23K - $1.42K
6.3K $216K
PG
Procter & Gamble CO

Consumer Defensive
82
+ 5.85%
$150.47 - $161.22 $12.3K - $13.2K
1.48K $228K
DFSI
Dimensional ETF Tr Dimen Intl
10.7K
+ 1.54%
N/A
705K $0
Dimensional ETF Trust
30.2K
+ 8.58%
N/A
382K $0
Vanguard Ny Tax Free Fds
10K
+ 8.43%
N/A
129K $0
Tcw ETF Trust
76.7K
+ 10.13%
N/A
834K $0
DIS
Walt Disney CO

Communication Services
196
+ 7.59%
$112.25 - $124.0 $22K - $24.3K
2.78K $317K
NFLX
Netflix Inc

Communication Services
18
+ 7.93%
$1147.87 - $1297.18 $20.7K - $23.3K
245 $293K
BSX
Boston Scientific Corp

Healthcare
12
+ 0.6%
$97.03 - $108.14 $1.16K - $1.3K
2.02K $197K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.78%
$915.95 - $994.57 $12.8K - $13.9K
518 $479K
IBM
International Business Machines Corp

Technology
18
+ 0.52%
$234.77 - $292.47 $4.23K - $5.26K
3.49K $984K
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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