Francis Financial, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$383M
Signature - Title
Avani Ramnani - Managing Director
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Francis Financial, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Francis Financial, Inc. reported 106 stock holdings with total value $383M as of Q4 2024. Top holdings included VOO, BIV, META, VUG, and DFSI.
Holdings Value