Franklin, Parlapiano, Turner & Welch as of March 31, 2025
Portfolio Holdings for Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 16.4 | $61M | 118k | 513.91 | |
| Ishares Ftse Nareit Resid Plus Cp Idx Etf (REZ) | 11.0 | $41M | 472k | 86.42 | |
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 10.0 | $37M | 482k | 76.57 | |
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 8.6 | $32M | 104k | 306.74 | |
| Visa Stock (V) | 2.9 | $11M | 31k | 350.46 | |
| Exxon Mobil Corp Stock (XOM) | 2.8 | $11M | 88k | 118.93 | |
| Wec Energy Group Stock (WEC) | 2.7 | $9.9M | 91k | 108.98 | |
| Rtx Corporation Stock (RTX) | 2.7 | $9.9M | 74k | 132.46 | |
| Microsoft Stock (MSFT) | 2.5 | $9.3M | 25k | 375.40 | |
| Houlihan Lokey Inc Cl A Stock (HLI) | 2.5 | $9.1M | 57k | 161.50 | |
| Procter And Gamble Stock (PG) | 2.3 | $8.6M | 51k | 170.42 | |
| Novartis Adr (NVS) | 2.3 | $8.4M | 76k | 111.48 | |
| Air Prods & Chems Stock (APD) | 2.2 | $8.3M | 28k | 294.93 | |
| Johnson & Johnson Stock (JNJ) | 2.2 | $8.3M | 50k | 165.84 | |
| Marsh & Mclennan Cos Stock (MMC) | 2.2 | $8.3M | 34k | 244.03 | |
| Expeditors Intl Wash Stock (EXPD) | 2.2 | $8.1M | 67k | 120.25 | |
| Medtronic Stock (MDT) | 2.1 | $7.9M | 88k | 89.86 | |
| Hubbell Stock (HUBB) | 2.1 | $7.8M | 24k | 330.92 | |
| Public Storage Oper Reit (PSA) | 2.1 | $7.7M | 26k | 299.29 | |
| Check Point Software Technologies Stock (CHKP) | 2.1 | $7.7M | 34k | 227.92 | |
| Accenture Ltd Bermuda Cl A Stock (ACN) | 2.0 | $7.5M | 24k | 312.04 | |
| Becton Dickinson & Co Stock (BDX) | 2.0 | $7.4M | 32k | 229.06 | |
| Pepsico Stock (PEP) | 1.9 | $7.1M | 47k | 149.94 | |
| Canadian National Railway Stock (CNI) | 1.8 | $6.7M | 68k | 97.46 | |
| Ishares S&p 500 Index Etf (IVV) | 1.2 | $4.6M | 8.1k | 561.93 | |
| Phillips 66 Stock (PSX) | 1.1 | $4.0M | 33k | 123.48 | |
| Ishares Russell 2000 Etf Etf (IWM) | 0.8 | $3.1M | 16k | 199.49 | |
| Conocophillips Stock (COP) | 0.8 | $3.0M | 28k | 105.02 | |
| Apple Stock (AAPL) | 0.6 | $2.3M | 11k | 222.13 | |
| Vanguard Large Cap Etf (VV) | 0.6 | $2.3M | 8.8k | 257.03 | |
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.5 | $1.9M | 18k | 104.57 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $1.4M | 4.0k | 361.08 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.2M | 14k | 81.73 | |
| Walmart Stock (WMT) | 0.2 | $845k | 9.6k | 87.79 | |
| Vanguard Reit Index Etf Etf (VNQ) | 0.2 | $778k | 8.6k | 90.54 | |
| Vanguard Small Cap Etf Etf (VB) | 0.2 | $742k | 3.3k | 221.75 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $631k | 14k | 43.70 | |
| Nvidia Corporation Stock (NVDA) | 0.2 | $569k | 5.3k | 108.38 | |
| Colgate Palmolive Stock (CL) | 0.2 | $566k | 6.0k | 93.70 | |
| Eli Lilly & Co Stock (LLY) | 0.1 | $491k | 594.00 | 825.91 | |
| Abbvie Stock (ABBV) | 0.1 | $451k | 2.2k | 209.52 | |
| Google Stock (GOOGL) | 0.1 | $393k | 2.5k | 154.64 | |
| Amazon.com Stock (AMZN) | 0.1 | $335k | 1.8k | 190.26 | |
| Abbott Labs Stock (ABT) | 0.1 | $281k | 2.1k | 132.65 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $279k | 1.5k | 188.16 | |
| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.1 | $270k | 2.3k | 115.60 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $260k | 832.00 | 312.37 | |
| Chevron Corp Stock (CVX) | 0.1 | $251k | 1.5k | 167.29 | |
| Ge Aerospace Stock (GE) | 0.1 | $225k | 1.1k | 200.15 | |
| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.1 | $218k | 3.9k | 55.45 |