Francis Financial, Inc. New Holdings in Q3 2025

Francis Financial, Inc.

  • $411 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
56.7K
New
$433.97 - $484.08 $24.6M - $27.4M
56.7K $27.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
32.9K
New
$62.49 - $64.56 $2.06M - $2.13M
32.9K $2.12M
AXP
American Express CO

Financial Services
1.6K
New
$294.27 - $342.31 $471K - $548K
1.6K $531K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.56K
New
$73.94 - $78.51 $411K - $436K
5.56K $431K
ISRG
Intuitive Surgical Inc

Healthcare
756
New
$433.66 - $544.47 $328K - $412K
756 $338K
ORCL
Oracle Corp

Technology
1.02K
New
$218.96 - $328.33 $224K - $336K
1.02K $287K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
910
New
$224.68 - $282.71 $204K - $257K
910 $254K
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$184.85 - $231.54 $190K - $238K
1.03K $238K
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$134.8 - $184.42 $185K - $253K
1.37K $221K
PLTR
Palantir Technologies Inc.

Technology
1.17K
New
$130.68 - $186.97 $153K - $219K
1.17K $213K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.56K
New
$23.46 - $23.77 $201K - $204K
8.56K $202K
UNH
Unitedhealth Group Inc

Healthcare
585
New
$237.77 - $353.61 $139K - $207K
585 $202K
XOM
Exxon Mobil Corp

Energy
1.76K
New
$105.83 - $117.22 $187K - $207K
1.76K $198K
CVX
Chevron Corp

Energy
1.25K
New
$145.57 - $161.83 $182K - $202K
1.25K $193K
NFG
National Fuel Gas CO

Energy
2.04K
New
$82.19 - $93.72 $168K - $191K
2.04K $188K
L
Loews Corp

Financial Services
1.8K
New
$89.82 - $100.39 $162K - $181K
1.8K $180K
CSCO
Cisco Systems, Inc.

Technology
2.47K
New
$66.2 - $71.79 $164K - $178K
2.47K $169K
KO
Coca Cola CO

Consumer Defensive
2.51K
New
$65.67 - $71.67 $165K - $180K
2.51K $166K
T
At&T Inc.

Communication Services
5.76K
New
$26.94 - $29.62 $155K - $170K
5.76K $162K
PEP
Pepsico Inc

Consumer Defensive
1.11K
New
$133.81 - $152.16 $148K - $168K
1.11K $155K
AMAT
Applied Materials Inc

Technology
736
New
$156.25 - $204.95 $115K - $151K
736 $150K
CRM
Salesforce, Inc.

Technology
633
New
$231.66 - $273.65 $147K - $173K
633 $150K
KLAC
Kla Corp

Technology
138
New
$843.9 - $1078.6 $116K - $149K
138 $148K
C
Citigroup Inc

Financial Services
1.45K
New
$85.57 - $103.49 $124K - $150K
1.45K $147K
ABT
Abbott Laboratories

Healthcare
1.1K
New
$120.51 - $136.62 $132K - $150K
1.1K $146K
SAP
Sap Se

Technology
529
New
$252.42 - $311.93 $134K - $165K
529 $141K
CEG
Constellation Energy Corp

Utilities
391
New
$298.82 - $354.89 $117K - $139K
391 $128K
VST
Vistra Corp.

Utilities
627
New
$182.0 - $217.92 $114K - $137K
627 $122K
NOW
Service Now, Inc.

Technology
130
New
$850.86 - $1044.69 $111K - $136K
130 $119K
PM
Philip Morris International Inc.

Consumer Defensive
729
New
$157.77 - $183.27 $115K - $134K
729 $118K
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
New
$5364.25 - $5815.92 $118K - $128K
22 $118K
COF
Capital One Financial Corp

Financial Services
499
New
$207.29 - $229.74 $103K - $115K
499 $106K
LAUR
Laureate Education, Inc.

Consumer Defensive
3.24K
New
$22.6 - $31.57 $73.3K - $102K
3.24K $102K
Ge Vernova Inc
258
New
N/A
258 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
107K
New
N/A
107K $0
Lam Research Corp
1.18K
New
N/A
1.18K $0
Arista Networks Inc
766
New
N/A
766 $0
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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