Francis Financial, Inc. Reduced Holdings in Q1 2025

Francis Financial, Inc.

  • $354 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-58.8K
- 51.1%
$576.36 - $736.67 $33.9M - $43.3M
56.2K $32.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-249K
- 97.14%
$73.11 - $77.43 $18.2M - $19.3M
7.33K $556K
VUG
Vanguard Growth ETF

ETFs
-814
- 1.37%
$369.1 - $427.61 $300K - $348K
58.6K $21.7M
NVDA
Nvidia Corp

Technology
-13.5K
- 30.46%
$106.98 - $149.43 $1.45M - $2.02M
30.9K $3.35M
AAPL
Apple Inc.

Technology
-6.33K
- 26.5%
$209.68 - $247.1 $1.33M - $1.56M
17.6K $3.9M
MSFT
Microsoft Corp

Technology
-4.23K
- 45.2%
$375.39 - $447.2 $1.59M - $1.89M
5.13K $1.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.25K
- 38.14%
$190.26 - $242.06 $1.19M - $1.51M
10.1K $1.93M
VEA
Vanguard Ftse Developed Market

ETFs
-23.9K
- 73.6%
$47.4 - $52.99 $1.13M - $1.27M
8.57K $435K
GOOGL
Alphabet Inc.

Communication Services
-3.61K
- 22.73%
$154.33 - $206.19 $557K - $745K
12.3K $1.9M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.64K
- 6.18%
$77.67 - $90.15 $361K - $418K
70.5K $5.52M
AVGO
Broadcom Inc.

Technology
-1.67K
- 39.25%
$167.43 - $244.7 $279K - $408K
2.58K $432K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.33K
- 4.03%
$126.11 - $135.06 $672K - $720K
127K $16.4M
IWV
Ishares Russell 3000 ETF

ETFs
-1.23K
- 60.46%
$313.1 - $349.83 $384K - $430K
803 $255K
GOOG
Alphabet Inc.

Communication Services
-1.04K
- 17.1%
$156.06 - $207.71 $162K - $216K
5.04K $787K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-307
- 0.32%
$38.41 - $44.06 $11.8K - $13.5K
94.9K $3.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-240
- 5.55%
$554.06 - $615.85 $133K - $148K
4.08K $2.29M
UNH
Unitedhealth Group Inc

Healthcare
-500
- 53.65%
$461.52 - $548.18 $231K - $274K
432 $226K
PG
Procter & Gamble CO

Consumer Defensive
-1.35K
- 48.98%
$158.56 - $176.26 $214K - $237K
1.4K $239K
JPM
Jpmorgan Chase & CO

Financial Services
-958
- 25.79%
$225.19 - $279.95 $216K - $268K
2.76K $676K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-165
- 0.29%
$37.84 - $44.02 $6.24K - $7.26K
56.5K $2.17M
V
Visa Inc.

Financial Services
-695
- 43.52%
$306.92 - $362.71 $213K - $252K
902 $316K
HD
Home Depot, Inc.

Consumer Cyclical
-422
- 29.24%
$347.25 - $424.87 $147K - $179K
1.02K $374K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.95K
- 28.02%
$21.75 - $24.28 $129K - $145K
15.3K $337K
VB
Vanguard Small Cap ETF

ETFs
-424
- 15.17%
$217.89 - $252.64 $92.4K - $107K
2.37K $525K
LLY
Eli Lilly & CO

Healthcare
-218
- 24.55%
$725.72 - $929.72 $158K - $203K
670 $553K
VTRS
Viatris Inc

Healthcare
-462
- 1.67%
$8.68 - $12.42 $4.01K - $5.74K
27.2K $236K
GS
Goldman Sachs Group Inc

Financial Services
-148
- 16.82%
$524.81 - $672.19 $77.7K - $99.5K
732 $399K
DIS
Walt Disney CO

Communication Services
-624
- 20.13%
$96.87 - $114.0 $60.4K - $71.1K
2.48K $244K
GLW
Corning Inc

Technology
-1.09K
- 4.57%
$44.91 - $54.25 $48.8K - $59K
22.7K $1.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-468
- 9.03%
$92.45 - $106.69 $43.3K - $49.9K
4.72K $437K
IWM
Ishares Russell 2000 ETF

ETFs
-58
- 1.61%
$198.1 - $229.79 $11.5K - $13.3K
3.54K $705K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-622
- 11.04%
$58.81 - $68.2 $36.6K - $42.4K
5.01K $299K
BAC
Bank Of America Corp

Financial Services
-1.1K
- 12.17%
$39.61 - $47.74 $43.6K - $52.5K
7.94K $331K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-113
- 4.41%
$168.84 - $202.89 $19.1K - $22.9K
2.45K $430K
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 4.96%
$551.42 - $612.93 $18.7K - $20.8K
651 $364K
TJX
Tjx Companies Inc

Consumer Cyclical
-276
- 11.71%
$112.81 - $126.16 $31.1K - $34.8K
2.08K $253K
MUB
Ishares National Muni Bond ETF

ETFs
-36
- 0.22%
$104.71 - $107.69 $3.77K - $3.88K
16.3K $1.72M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-136
- 4.05%
$90.0 - $96.32 $12.2K - $13.1K
3.22K $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-513
- 15.38%
$442.66 - $534.52 $227K - $274K
2.82K $1.5M
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.22K
- 1.01%
N/A
119K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-303
- 0.58%
$39.96 - $43.3 $12.1K - $13.1K
51.5K $2.12M
SO
Southern CO

Utilities
-260
- 9.19%
$80.96 - $92.96 $21K - $24.2K
2.57K $236K
SLB
Schlumberger Limited

Energy
-321
- 3.94%
$38.4 - $43.74 $12.3K - $14K
7.83K $327K
DFAX
Dimensional ETF Tr
-796
- 2.43%
$24.45 - $27.2 $19.5K - $21.7K
31.9K $836K
IBM
International Business Machines Corp

Technology
-40
- 1.2%
$217.4 - $264.74 $8.7K - $10.6K
3.29K $817K
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 1
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