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, VEA, and represent 49.39% of Franklin, Parlapiano, Turner & Welch's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$18M), BDX, COP, BIV, CHKP, ACN, MRSH, REZ, GEV, MU.
- Started 4 new stock positions in SPY, GEV, VEA, MU.
- Reduced shares in these 10 stocks: XOM, VOO, NVS, JNJ, IWB, RTX, EXPD, HUBB, ABT, WEC.
- Sold out of its position in ABT.
- Franklin, Parlapiano, Turner & Welch was a net buyer of stock by $17M.
- Franklin, Parlapiano, Turner & Welch has $420M in assets under management (AUM), dropping by 4.23%.
- Central Index Key (CIK): 0001707856
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Portfolio Holdings for Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 17.3 | $73M | 112k | 651.27 |
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| Ishares Ftse Nareit Resid Plus Cp Idx Etf (REZ) | 10.1 | $42M | 478k | 88.21 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 9.1 | $38M | 493k | 77.30 |
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| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 8.6 | $36M | 93k | 387.94 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 4.3 | $18M | NEW | 269k | 67.69 |
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| Hubbell Stock (HUBB) | 2.9 | $12M | -3% | 22k | 557.88 |
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| Exxon Mobil Corp Stock (XOM) | 2.6 | $11M | -17% | 72k | 150.53 |
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| Johnson & Johnson Stock (JNJ) | 2.5 | $10M | -6% | 45k | 230.66 |
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| Rtx Corporation Stock (RTX) | 2.5 | $10M | -5% | 58k | 179.30 |
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| Novartis Adr (NVS) | 2.3 | $9.6M | -7% | 65k | 147.48 |
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| Microsoft Stock (MSFT) | 2.3 | $9.5M | 23k | 415.77 |
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| Wec Energy Group Stock (WEC) | 2.2 | $9.3M | 81k | 115.57 |
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| Expeditors Intl Wash Stock (EXPD) | 2.2 | $9.3M | -5% | 62k | 149.75 |
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| Air Products And Chemicals Stock (APD) | 2.1 | $8.8M | 29k | 303.65 |
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| Visa Stock (V) | 2.1 | $8.7M | 28k | 308.89 |
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| Canadian National Railway Stock (CNI) | 2.0 | $8.5M | 75k | 114.05 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 2.0 | $8.4M | 53k | 158.27 |
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| Public Storage Oper Reit (PSA) | 2.0 | $8.3M | 27k | 310.83 |
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| Pepsico Stock (PEP) | 1.9 | $8.0M | 52k | 155.70 |
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| Procter & Gamble Stock (PG) | 1.7 | $7.3M | 50k | 145.71 |
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| Becton Dickinson & Co Stock (BDX) | 1.7 | $7.3M | +23% | 47k | 154.85 |
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| Medtronic Stock (MDT) | 1.7 | $7.1M | 85k | 83.79 |
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| Marsh & Mclennan Cos Stock (MRSH) | 1.7 | $6.9M | +10% | 40k | 174.01 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 1.3 | $5.6M | +13% | 32k | 178.28 |
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| Check Point Software Technologies Stock (CHKP) | 1.3 | $5.4M | +14% | 41k | 133.82 |
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| Ishares S&p 500 Index Etf (IVV) | 1.2 | $5.2M | 7.4k | 711.78 |
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| Conocophillips Stock (COP) | 1.2 | $5.1M | +29% | 41k | 124.37 |
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| Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $4.2M | 15k | 275.52 |
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| Phillips 66 Stock (PSX) | 0.9 | $3.9M | 24k | 159.53 |
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| Apple Stock (AAPL) | 0.7 | $2.9M | 11k | 273.43 |
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| Vanguard Large Cap Etf (VV) | 0.7 | $2.9M | 8.8k | 325.74 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.6 | $2.5M | 18k | 135.58 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $1.9M | 4.0k | 473.15 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.5M | 14k | 101.24 |
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| Walmart Stock (WMT) | 0.3 | $1.3M | 9.5k | 132.03 |
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| Vanguard Small Cap Etf Etf (VB) | 0.2 | $948k | 3.3k | 283.25 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $923k | 4.6k | 199.64 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $883k | 14k | 62.35 |
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| Google Stock (GOOGL) | 0.2 | $861k | 2.5k | 338.89 |
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| Vanguard Reit Index Etf Etf (VNQ) | 0.2 | $821k | 8.6k | 95.49 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $545k | 594.00 | 917.65 |
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| Colgate Palmolive Stock (CL) | 0.1 | $506k | 6.0k | 83.72 |
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| Amazon.com Stock (AMZN) | 0.1 | $450k | 1.8k | 255.08 |
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| Abbvie Stock (ABBV) | 0.1 | $432k | 2.2k | 200.95 |
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| Caterpillar Stock (CAT) | 0.1 | $418k | 500.00 | 835.24 |
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| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.1 | $364k | 2.3k | 155.82 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $338k | 1.5k | 227.49 |
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| Ge Vernova Stock (GEV) | 0.1 | $322k | NEW | 280.00 | 1149.53 |
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| Ge Aerospace Stock (GE) | 0.1 | $317k | 1.1k | 282.34 |
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| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.1 | $285k | 3.9k | 72.56 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $252k | 832.00 | 302.53 |
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| Micron Technology Stock (MU) | 0.1 | $242k | NEW | 503.00 | 481.72 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $231k | 741.00 | 311.69 |
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| Chevron Corporation Stock (CVX) | 0.0 | $209k | -13% | 1.1k | 187.77 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.0 | $205k | NEW | 289.00 | 708.45 |
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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 2026 Q1 filed April 24, 2026
- 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