Franklin, Parlapiano, Turner & Welch
Latest statistics and disclosures from Franklin, Parlapiano, Turner & Welch's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, REZ, BIV, IWB, RTX, and represent 49.39% of Franklin, Parlapiano, Turner & Welch's stock portfolio.
- Added to shares of these 10 stocks: ACN, REZ, MMC, CVX, CHKP, CNI, PSA, BDX, APD, PEP.
- Started 1 new stock position in CVX.
- Reduced shares in these 10 stocks: VOO, PSX, RTX, BIV, IWB, IVV, NVS, HLI, MSFT, HUBB.
- Sold out of its positions in NFLX, VWO.
- Franklin, Parlapiano, Turner & Welch was a net seller of stock by $-8.0M.
- Franklin, Parlapiano, Turner & Welch has $403M in assets under management (AUM), dropping by 1.76%.
- Central Index Key (CIK): 0001707856
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Portfolio Holdings for Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 17.8 | $72M | -4% | 113k | 636.10 |
|
| Ishares Ftse Nareit Resid Plus Cp Idx Etf (REZ) | 10.2 | $41M | 474k | 86.41 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 9.3 | $38M | 484k | 77.77 |
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| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 8.9 | $36M | 95k | 379.44 |
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| Rtx Corporation Stock (RTX) | 3.1 | $12M | -7% | 61k | 201.92 |
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| Exxon Mobil Corp Stock (XOM) | 2.8 | $11M | 87k | 129.89 |
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| Hubbell Stock (HUBB) | 2.7 | $11M | -2% | 22k | 489.33 |
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| Expeditors Intl Wash Stock (EXPD) | 2.7 | $11M | 66k | 162.41 |
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| Johnson & Johnson Stock (JNJ) | 2.6 | $11M | -2% | 48k | 218.66 |
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| Microsoft Stock (MSFT) | 2.6 | $10M | -3% | 23k | 459.88 |
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| Novartis Adr (NVS) | 2.5 | $10M | -4% | 71k | 144.34 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 2.5 | $9.9M | -3% | 52k | 189.90 |
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| Visa Stock (V) | 2.3 | $9.2M | 28k | 328.31 |
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| Wec Energy Group Stock (WEC) | 2.2 | $8.8M | 82k | 108.59 |
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| Medtronic Stock (MDT) | 2.0 | $8.2M | -2% | 85k | 96.76 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 2.0 | $8.0M | +7% | 28k | 286.21 |
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| Becton Dickinson & Co Stock (BDX) | 2.0 | $7.9M | 38k | 207.11 |
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| Public Storage Oper Reit (PSA) | 1.9 | $7.7M | +2% | 26k | 293.90 |
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| Air Prods & Chems Stock (APD) | 1.9 | $7.7M | 29k | 267.53 |
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| Pepsico Stock (PEP) | 1.9 | $7.6M | 52k | 146.32 |
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| Canadian National Railway Stock (CNI) | 1.9 | $7.5M | +2% | 75k | 100.11 |
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| Procter & Gamble Stock (PG) | 1.8 | $7.3M | 50k | 144.53 |
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| Marsh Stock (MMC) | 1.6 | $6.6M | +4% | 36k | 182.40 |
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| Check Point Software Technologies Stock (CHKP) | 1.6 | $6.6M | +3% | 36k | 185.54 |
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| Ishares S&p 500 Index Etf (IVV) | 1.3 | $5.1M | -9% | 7.4k | 694.70 |
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| Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $4.1M | 15k | 265.76 |
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| Phillips 66 Stock (PSX) | 0.8 | $3.3M | -26% | 24k | 138.28 |
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| Conocophillips Stock (COP) | 0.8 | $3.1M | -2% | 32k | 98.19 |
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| Vanguard Large Cap Etf (VV) | 0.7 | $2.8M | 8.8k | 318.74 |
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| Apple Stock (AAPL) | 0.7 | $2.7M | 11k | 255.53 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.6 | $2.3M | 18k | 128.63 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.5 | $1.9M | 4.0k | 470.68 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $1.4M | 14k | 99.53 |
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| Walmart Stock (WMT) | 0.3 | $1.1M | 9.5k | 119.70 |
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| Vanguard Small Cap Etf Etf (VB) | 0.2 | $922k | 3.3k | 275.53 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $861k | -11% | 4.6k | 186.23 |
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| Google Stock (GOOGL) | 0.2 | $838k | 2.5k | 330.00 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $819k | 14k | 57.87 |
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| Vanguard Reit Index Etf Etf (VNQ) | 0.2 | $796k | 8.6k | 92.62 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $617k | 594.00 | 1038.40 |
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| Colgate Palmolive Stock (CL) | 0.1 | $510k | 6.0k | 84.52 |
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| Abbvie Stock (ABBV) | 0.1 | $461k | 2.2k | 214.35 |
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| Amazon.com Stock (AMZN) | 0.1 | $422k | 1.8k | 239.12 |
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| Ge Aerospace Stock (GE) | 0.1 | $365k | 1.1k | 325.12 |
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| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.1 | $349k | 2.3k | 149.27 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $325k | 1.5k | 218.99 |
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| Caterpillar Stock (CAT) | 0.1 | $323k | 500.00 | 646.89 |
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| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.1 | $275k | 3.9k | 69.89 |
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| Abbott Labs Stock (ABT) | 0.1 | $258k | 2.1k | 121.76 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $256k | 832.00 | 307.43 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $232k | 741.00 | 312.47 |
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| Chevron Corp Stock (CVX) | 0.1 | $214k | NEW | 1.3k | 166.39 |
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Past Filings by Franklin, Parlapiano, Turner & Welch
SEC 13F filings are viewable for Franklin, Parlapiano, Turner & Welch going back to 2016
- Franklin, Parlapiano, Turner & Welch 2025 Q4 filed Jan. 22, 2026
- Franklin, Parlapiano, Turner & Welch 2025 Q3 filed Oct. 23, 2025
- Franklin, Parlapiano, Turner & Welch 2025 Q2 filed July 25, 2025
- Franklin, Parlapiano, Turner & Welch 2025 Q1 filed April 25, 2025
- Franklin, Parlapiano, Turner & Welch 2024 Q4 filed Jan. 23, 2025
- Franklin, Parlapiano, Turner & Welch 2024 Q3 filed Oct. 22, 2024
- Franklin, Parlapiano, Turner & Welch 2024 Q2 filed July 31, 2024
- Franklin, Parlapiano, Turner & Welch 2024 Q1 filed May 2, 2024
- Franklin, Parlapiano, Turner & Welch 2023 Q4 filed Jan. 26, 2024
- Franklin, Parlapiano, Turner & Welch 2023 Q3 filed Oct. 31, 2023
- Franklin, Parlapiano, Turner & Welch 2023 Q2 filed July 21, 2023
- Franklin, Parlapiano, Turner & Welch 2023 Q1 filed May 2, 2023
- Franklin, Parlapiano, Turner & Welch 2022 Q4 filed Jan. 31, 2023
- Franklin, Parlapiano, Turner & Welch 2022 Q3 filed Nov. 3, 2022
- Franklin, Parlapiano, Turner & Welch 2022 Q2 filed July 20, 2022
- Franklin, Parlapiano, Turner & Welch 2022 Q1 filed May 2, 2022