Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2025) About Franklin, Parlapiano, Turner & Welch, LLCInvestment ActivityFranklin, Parlapiano, Turner & Welch, LLC has $370.78 million in total holdings as of March 31, 2025.Franklin, Parlapiano, Turner & Welch, LLC owns shares of 50 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 50 new stocks and bought additional shares in 13 stocks.Franklin, Parlapiano, Turner & Welch, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $60,755,418iShares Residential and Multisector Real Estate ETF $40,773,282Vanguard Intermediate-Term Bond ETF $36,926,417iShares Russell 1000 ETF $31,783,537Visa $10,814,863 Largest New Holdings this Quarter 571748102 - Marsh & McLennan Companies $8,256,511 Holding369604301 - GE Aerospace $224,969 Holding Largest Purchases this Quarter Marsh & McLennan Companies 33,834 shares (about $8.26M)Check Point Software Technologies 3,153 shares (about $718.63K)iShares Residential and Multisector Real Estate ETF 6,293 shares (about $543.84K)PepsiCo 1,831 shares (about $274.54K)GE Aerospace 1,124 shares (about $224.97K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,756 shares (about $902.43K)Exxon Mobil 6,487 shares (about $771.50K)Visa 1,092 shares (about $382.70K)Houlihan Lokey 2,336 shares (about $377.27K)WEC Energy Group 2,938 shares (about $320.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFranklin, Parlapiano, Turner & Welch, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$60,755,418$902,425 ▼-1.5%118,22216.4%ETFREZiShares Residential and Multisector Real Estate ETF$40,773,282$543,841 ▲1.4%471,80411.0%ETFBIVVanguard Intermediate-Term Bond ETF$36,926,417$32,925 ▼-0.1%482,25710.0%ETFIWBiShares Russell 1000 ETF$31,783,537$315,943 ▼-1.0%103,6178.6%ETFVVisa$10,814,863$382,703 ▼-3.4%30,8592.9%Business ServicesXOMExxon Mobil$10,466,298$771,498 ▼-6.9%88,0042.8%EnergyWECWEC Energy Group$9,876,157$320,182 ▼-3.1%90,6242.7%UtilitiesRTXRTX$9,859,366$119,743 ▼-1.2%74,4332.7%AerospaceMSFTMicrosoft$9,272,279$16,517 ▲0.2%24,7002.5%Computer and TechnologyHLIHoulihan Lokey$9,136,780$377,267 ▼-4.0%56,5742.5%FinancePGProcter & Gamble$8,640,902$36,640 ▲0.4%50,7042.3%Consumer StaplesNVSNovartis$8,430,167$18,952 ▲0.2%75,6202.3%MedicalAPDAir Products and Chemicals$8,332,815$89,952 ▼-1.1%28,2542.2%Basic MaterialsJNJJohnson & Johnson$8,273,679$113,765 ▲1.4%49,8902.2%MedicalMMCMarsh & McLennan Companies$8,256,511$8,256,511 ▲New Holding33,8342.2%FinanceEXPDExpeditors International of Washington$8,078,822$47,138 ▲0.6%67,1842.2%TransportationMDTMedtronic$7,921,649$74,584 ▲1.0%88,1552.1%MedicalHUBBHubbell$7,760,300$85,045 ▼-1.1%23,4512.1%IndustrialsPSAPublic Storage$7,727,625$64,347 ▲0.8%25,8202.1%FinanceCHKPCheck Point Software Technologies$7,665,633$718,632 ▲10.3%33,6332.1%Computer and TechnologyACNAccenture$7,486,090$19,034 ▼-0.3%23,9912.0%Computer and TechnologyBDXBecton, Dickinson and Company$7,426,853$122,090 ▲1.7%32,4232.0%MedicalPEPPepsiCo$7,100,929$274,543 ▲4.0%47,3581.9%Consumer StaplesCNICanadian National Railway$6,659,585$112,957 ▲1.7%68,3311.8%TransportationIVViShares Core S&P 500 ETF$4,556,692$19,668 ▼-0.4%8,1091.2%ETFPSXPhillips 66$4,015,261$149,290 ▲3.9%32,5171.1%EnergyIWMiShares Russell 2000 ETF$3,101,5150.0%15,5470.8%FinanceCOPConocoPhillips$2,975,482$79,709 ▼-2.6%28,3330.8%EnergyAAPLApple$2,347,4700.0%10,5680.6%Computer and TechnologyVVVanguard Large-Cap ETF$2,254,1530.0%8,7700.6%ETFIJRiShares Core S&P Small-Cap ETF$1,904,439$38,900 ▼-2.0%18,2120.5%ETFIWFiShares Russell 1000 Growth ETF$1,438,1640.0%3,9830.4%ETFEFAiShares MSCI EAFE ETF$1,174,3780.0%14,3690.3%FinanceWMTWalmart$845,4180.0%9,6300.2%Retail/WholesaleVNQVanguard Real Estate ETF$778,1910.0%8,5950.2%ETFVBVanguard Small-Cap ETF$741,7540.0%3,3450.2%ETFEEMiShares MSCI Emerging Markets ETF$631,247$30,590 ▼-4.6%14,4450.2%FinanceNVDANVIDIA$569,4290.0%5,2540.2%Computer and TechnologyCLColgate-Palmolive$565,7610.0%6,0380.2%Consumer StaplesLLYEli Lilly and Company$490,5910.0%5940.1%MedicalABBVAbbVie$450,6780.0%2,1510.1%MedicalGOOGLAlphabet$392,7860.0%2,5400.1%Computer and TechnologyAMZNAmazon.com$335,4280.0%1,7630.1%Retail/WholesaleABTAbbott Laboratories$280,9530.0%2,1180.1%MedicalIWDiShares Russell 1000 Value ETF$279,4180.0%1,4850.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$270,1570.0%2,3370.1%ETFMCDMcDonald's$259,8920.0%8320.1%Retail/WholesaleCVXChevron$251,4370.0%1,5030.1%EnergyGEGE Aerospace$224,969$224,969 ▲New Holding1,1240.1%IndustrialsACWXiShares MSCI ACWI ex U.S. ETF$217,9190.0%3,9300.1%ManufacturingHONHoneywell International$0$8,447,477 ▼-100.0%00.0%Multi-Sector ConglomeratesLYBLyondellBasell Industries$0$206,471 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
