Francis Financial, Inc. Purchases in Q4 2024

Francis Financial, Inc.

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
56.3K
+ 95.78%
$554.08 - $632.68 $31.2M - $35.6M
115K $67.8M
NVDA
Nvidia Corp

Technology
31.9K
+ 254.18%
$117.0 - $148.88 $3.73M - $4.75M
44.5K $5.97M
VUG
Vanguard Growth ETF

ETFs
3.87K
+ 6.97%
$378.79 - $428.11 $1.47M - $1.66M
59.4K $24.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
44K
New
$58.46 - $65.6 $2.57M - $2.89M
44K $2.57M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
20K
+ 14.65%
$104.52 - $115.08 $2.09M - $2.3M
157K $16.5M
AMZN
Amazon Com Inc

Consumer Cyclical
6.38K
+ 63.86%
$180.88 - $232.93 $1.15M - $1.49M
16.4K $3.59M
AAPL
Apple Inc.

Technology
5.33K
+ 28.72%
$221.69 - $259.02 $1.18M - $1.38M
23.9K $5.98M
MSFT
Microsoft Corp

Technology
3.93K
+ 72.34%
$406.35 - $454.46 $1.6M - $1.79M
9.36K $3.95M
GOOGL
Alphabet Inc.

Communication Services
3.34K
+ 26.58%
$161.86 - $196.66 $540K - $656K
15.9K $3.01M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
29.8K
+ 13.18%
$74.68 - $81.45 $2.23M - $2.43M
256K $19.2M
NYF
Ishares New York Muni Bond ETF

ETFs
15.7K
+ 14.77%
$52.85 - $54.34 $828K - $851K
122K $6.48M
IVV
Ishares Core S&P 500 ETF

ETFs
1.04K
+ 31.84%
$570.51 - $610.59 $596K - $637K
4.32K $2.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.81K
+ 40.72%
$174.22 - $187.62 $664K - $715K
13.2K $2.31M
AVGO
Broadcom Inc.

Technology
2.15K
+ 102.57%
$159.67 - $250.0 $344K - $538K
4.25K $985K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31.6K
+ 6.38%
$74.5 - $78.37 $2.36M - $2.48M
528K $39.4M
TSLA
Tesla, Inc.

Consumer Cyclical
728
+ 46.31%
$213.65 - $479.86 $156K - $349K
2.3K $928K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
10.6K
+ 12.58%
$41.64 - $45.75 $443K - $487K
95.2K $3.98M
BAC
Bank Of America Corp

Financial Services
9.04K
New
$39.22 - $47.77 $354K - $432K
9.04K $397K
MUB
Ishares National Muni Bond ETF

ETFs
3.96K
+ 31.97%
$105.78 - $108.7 $419K - $430K
16.3K $1.74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.8K
New
$46.75 - $47.8 $365K - $373K
7.8K $365K
GOOG
Alphabet Inc.

Communication Services
1.27K
+ 26.48%
$163.08 - $198.16 $208K - $252K
6.08K $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
1.17K
+ 45.88%
$205.18 - $250.29 $240K - $292K
3.71K $890K
CRM
Salesforce, Inc.

Technology
1.04K
New
$270.87 - $367.87 $281K - $381K
1.04K $346K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.07K
+ 1.45%
$81.6 - $90.89 $87.6K - $97.6K
75.2K $6.45M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
17.3K
+ 23.48%
$19.8 - $20.06 $342K - $346K
90.8K $1.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.36K
New
$91.94 - $100.02 $309K - $336K
3.36K $311K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 25.42%
$442.29 - $483.08 $299K - $327K
3.34K $1.51M
V
Visa Inc.

Financial Services
799
+ 100.13%
$273.87 - $320.91 $219K - $256K
1.6K $504K
AVUS
American Centy ETF Tr Avantis

ETFs
2.57K
New
$94.36 - $102.06 $243K - $262K
2.57K $249K
PG
Procter & Gamble CO

Consumer Defensive
1.32K
+ 91.64%
$161.05 - $179.7 $212K - $236K
2.75K $461K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.64K
New
$23.48 - $23.73 $203K - $205K
8.64K $203K
LLY
Eli Lilly & CO

Healthcare
333
+ 60.0%
$727.2 - $932.06 $242K - $310K
888 $685K
HD
Home Depot, Inc.

Consumer Cyclical
428
+ 42.17%
$385.02 - $431.37 $165K - $185K
1.44K $561K
GS
Goldman Sachs Group Inc

Financial Services
163
+ 22.73%
$486.1 - $608.57 $79.2K - $99.2K
880 $503K
IBM
International Business Machines Corp

Technology
674
+ 25.4%
$204.9 - $238.04 $138K - $160K
3.33K $731K
MCD
Mcdonalds Corp

Consumer Cyclical
503
+ 42.23%
$288.47 - $316.54 $145K - $159K
1.69K $491K
DIS
Walt Disney CO

Communication Services
760
+ 32.48%
$92.39 - $117.6 $70.2K - $89.4K
3.1K $345K
GLW
Corning Inc

Technology
1.1K
+ 4.84%
$44.11 - $49.76 $48.4K - $54.6K
23.8K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
302
+ 47.94%
$485.52 - $625.25 $147K - $189K
932 $471K
PNC
Pnc Financial Services Group, Inc.

Financial Services
132
+ 5.43%
$178.39 - $215.0 $23.5K - $28.4K
2.57K $494K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.5K
+ 7.59%
$23.42 - $24.25 $58.5K - $60.6K
35.4K $835K
TJX
Tjx Companies Inc

Consumer Cyclical
233
+ 10.98%
$112.15 - $127.2 $26.1K - $29.6K
2.36K $284K
VTRS
Viatris Inc

Healthcare
586
+ 2.17%
$11.32 - $13.37 $6.63K - $7.83K
27.6K $344K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.67K
+ 300.0%
$25.93 - $105.3 $173K - $702K
8.89K $247K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 200.0%
$22.4 - $68.28 $317K - $967K
21.2K $492K
SO
Southern CO

Utilities
339
+ 13.61%
$81.5 - $94.15 $27.6K - $31.9K
2.83K $232K
SLB
Schlumberger Limited

Energy
800
+ 10.89%
$36.83 - $45.59 $29.5K - $36.5K
8.15K $312K
DFSI
Dimensional ETF Tr Dimen Intl
57.6K
+ 9.87%
N/A
641K $0
Dimensional ETF Trust
58.8K
+ 18.68%
N/A
373K $0
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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