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, MSFT, and represent 50.02% of Franklin, Parlapiano, Turner & Welch's stock portfolio.
- Added to shares of these 8 stocks: BIV, COP, ACN, BDX, CAT, VWO, PEP, CNI.
- Started 2 new stock positions in CAT, VWO.
- Reduced shares in these 10 stocks: VOO, IWB, RTX, MSFT, REZ, V, HLI, WEC, NVS, JNJ.
- Franklin, Parlapiano, Turner & Welch was a net seller of stock by $-5.7M.
- Franklin, Parlapiano, Turner & Welch has $396M in assets under management (AUM), dropping by 3.33%.
- Central Index Key (CIK): 0001707856
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Portfolio Holdings for Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 18.3 | $72M | -2% | 118k | 612.39 |
|
| Ishares Ftse Nareit Resid Plus Cp Idx Etf (REZ) | 10.1 | $40M | 469k | 84.97 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 9.7 | $39M | 493k | 78.09 |
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| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 8.9 | $35M | -4% | 96k | 365.48 |
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| Microsoft Stock (MSFT) | 3.1 | $12M | -5% | 23k | 517.97 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 2.8 | $11M | -2% | 54k | 205.32 |
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| Rtx Corporation Stock (RTX) | 2.8 | $11M | -7% | 66k | 167.33 |
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| Exxon Mobil Corp Stock (XOM) | 2.5 | $10M | 88k | 112.75 |
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| Hubbell Stock (HUBB) | 2.5 | $9.8M | 23k | 430.34 |
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| Visa Stock (V) | 2.5 | $9.7M | -3% | 29k | 341.39 |
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| Wec Energy Group Stock (WEC) | 2.4 | $9.5M | -3% | 83k | 114.59 |
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| Novartis Adr (NVS) | 2.4 | $9.5M | -2% | 74k | 128.24 |
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| Johnson & Johnson Stock (JNJ) | 2.3 | $9.2M | -2% | 49k | 185.42 |
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| Medtronic Stock (MDT) | 2.1 | $8.3M | 87k | 95.24 |
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| Expeditors Intl Wash Stock (EXPD) | 2.1 | $8.2M | 67k | 122.59 |
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| Procter And Gamble Stock (PG) | 2.0 | $7.8M | 50k | 153.65 |
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| Air Prods & Chems Stock (APD) | 1.9 | $7.7M | 28k | 272.73 |
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| Public Storage Oper Reit (PSA) | 1.9 | $7.4M | 26k | 288.86 |
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| Pepsico Stock (PEP) | 1.8 | $7.2M | 51k | 140.44 |
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| Check Point Software Technologies Stock (CHKP) | 1.8 | $7.1M | 34k | 206.91 |
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| Becton Dickinson & Co Stock (BDX) | 1.8 | $7.0M | +3% | 37k | 187.18 |
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| Marsh & Mclennan Cos Stock (MMC) | 1.8 | $6.9M | 35k | 201.53 |
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| Canadian National Railway Stock (CNI) | 1.7 | $6.9M | 73k | 94.30 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 1.6 | $6.4M | +6% | 26k | 246.60 |
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| Ishares S&p 500 Index Etf (IVV) | 1.4 | $5.4M | 8.1k | 669.34 |
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| Phillips 66 Stock (PSX) | 1.1 | $4.4M | 33k | 136.02 |
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| Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $3.8M | 16k | 241.96 |
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| Conocophillips Stock (COP) | 0.8 | $3.1M | +15% | 33k | 94.59 |
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| Vanguard Large Cap Etf (VV) | 0.7 | $2.7M | 8.8k | 307.86 |
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| Apple Stock (AAPL) | 0.7 | $2.7M | 11k | 254.63 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.5 | $2.2M | 18k | 118.84 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.5 | $1.9M | 4.0k | 468.51 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.3M | 14k | 93.37 |
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| Walmart Stock (WMT) | 0.3 | $993k | 9.6k | 103.06 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $980k | 5.3k | 186.58 |
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| Vanguard Small Cap Etf Etf (VB) | 0.2 | $851k | 3.3k | 254.28 |
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| Vanguard Reit Index Etf Etf (VNQ) | 0.2 | $786k | 8.6k | 91.42 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $756k | 14k | 53.40 |
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| Google Stock (GOOGL) | 0.2 | $618k | 2.5k | 243.10 |
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| Abbvie Stock (ABBV) | 0.1 | $498k | 2.2k | 231.54 |
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| Colgate Palmolive Stock (CL) | 0.1 | $483k | 6.0k | 79.94 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $453k | 594.00 | 763.00 |
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| Amazon.com Stock (AMZN) | 0.1 | $387k | 1.8k | 219.57 |
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| Ge Aerospace Stock (GE) | 0.1 | $338k | 1.1k | 300.82 |
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| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.1 | $333k | 2.3k | 142.55 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $302k | 1.5k | 203.59 |
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| Abbott Labs Stock (ABT) | 0.1 | $284k | 2.1k | 133.94 |
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| Netflix Stock (NFLX) | 0.1 | $257k | 214.00 | 1198.92 |
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| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.1 | $256k | 3.9k | 65.01 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $253k | 832.00 | 303.89 |
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| Caterpillar Stock (CAT) | 0.1 | $239k | NEW | 500.00 | 477.15 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $234k | 741.00 | 315.43 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $217k | NEW | 4.0k | 54.18 |
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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 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
- Franklin, Parlapiano, Turner & Welch 2021 Q4 filed Jan. 21, 2022