Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2025) About Franklin, Parlapiano, Turner & Welch, LLCInvestment ActivityFranklin, Parlapiano, Turner & Welch, LLC has $369.51 million in total holdings as of December 31, 2024.Franklin, Parlapiano, Turner & Welch, LLC owns shares of 50 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 3.60% of the portfolio was sold this quarter.This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 53 new stocks and bought additional shares in 13 stocks.Franklin, Parlapiano, Turner & Welch, LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $64,645,270iShares Residential and Multisector Real Estate ETF $37,715,740Vanguard Intermediate-Term Bond ETF $36,071,177iShares Russell 1000 ETF $33,713,139Microsoft $10,392,622 Largest New Holdings this Quarter Check Point Software Technologies $5,690,616 Holding Largest Purchases this Quarter Check Point Software Technologies 30,480 shares (about $5.69M)Vanguard Intermediate-Term Bond ETF 7,731 shares (about $577.74K)Canadian National Railway 2,890 shares (about $293.36K)Becton, Dickinson and Company 1,061 shares (about $240.71K)PepsiCo 1,201 shares (about $182.62K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,118 shares (about $2.22M)Houlihan Lokey 6,823 shares (about $1.18M)iShares Russell 1000 ETF 3,544 shares (about $1.14M)iShares Residential and Multisector Real Estate ETF 10,307 shares (about $835.07K)RTX 4,412 shares (about $510.56K) 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$64,645,270$2,218,817 ▼-3.3%119,97817.5%ETFREZiShares Residential and Multisector Real Estate ETF$37,715,740$835,074 ▼-2.2%465,51110.2%ETFBIVVanguard Intermediate-Term Bond ETF$36,071,177$577,737 ▲1.6%482,6879.8%ETFIWBiShares Russell 1000 ETF$33,713,139$1,141,737 ▼-3.3%104,6479.1%ETFMSFTMicrosoft$10,392,622$91,467 ▼-0.9%24,6562.8%Computer and TechnologyHLIHoulihan Lokey$10,230,396$1,184,892 ▼-10.4%58,9102.8%FinanceXOMExxon Mobil$10,164,406$87,347 ▲0.9%94,4912.8%EnergyVVisa$10,097,822$171,610 ▼-1.7%31,9512.7%Business ServicesHUBBHubbell$9,931,122$453,661 ▼-4.4%23,7082.7%IndustrialsWECWEC Energy Group$8,798,527$201,057 ▼-2.2%93,5622.4%UtilitiesRTXRTX$8,717,991$510,556 ▼-5.5%75,3372.4%AerospacePGProcter & Gamble$8,464,436$22,297 ▼-0.3%50,4892.3%Consumer StaplesACNAccenture$8,461,184$17,941 ▲0.2%24,0522.3%Computer and TechnologyHONHoneywell International$8,447,477$46,082 ▲0.5%37,3962.3%Multi-Sector ConglomeratesAPDAir Products and Chemicals$8,283,280$300,772 ▼-3.5%28,5592.2%Basic MaterialsPSAPublic Storage$7,667,208$229,372 ▼-2.9%25,6052.1%FinanceEXPDExpeditors International of Washington$7,398,500$86,954 ▲1.2%66,7922.0%TransportationNVSNovartis$7,342,083$20,046 ▲0.3%75,4502.0%MedicalBDXBecton, Dickinson and Company$7,234,830$240,707 ▲3.4%31,8902.0%MedicalJNJJohnson & Johnson$7,115,823$110,633 ▲1.6%49,2041.9%MedicalMDTMedtronic$6,975,488$56,075 ▲0.8%87,3251.9%MedicalPEPPepsiCo$6,922,792$182,623 ▲2.7%45,5271.9%Consumer StaplesCNICanadian National Railway$6,818,605$293,363 ▲4.5%67,1721.8%TransportationCHKPCheck Point Software Technologies$5,690,616$5,690,616 ▲New Holding30,4801.5%Computer and TechnologyIVViShares Core S&P 500 ETF$4,794,466$33,557 ▲0.7%8,1441.3%ETFPSXPhillips 66$3,566,920$39,762 ▼-1.1%31,3081.0%EnergyIWMiShares Russell 2000 ETF$3,435,314$95,677 ▼-2.7%15,5470.9%FinanceCOPConocoPhillips$2,885,075$64,858 ▼-2.2%29,0920.8%EnergyAAPLApple$2,646,4390.0%10,5680.7%Computer and TechnologyVVVanguard Large-Cap ETF$2,365,2690.0%8,7700.6%ETFIJRiShares Core S&P Small-Cap ETF$2,141,260$24,542 ▼-1.1%18,5840.6%ETFIWFiShares Russell 1000 Growth ETF$1,599,429$14,055 ▲0.9%3,9830.4%ETFEFAiShares MSCI EAFE ETF$1,086,440$1,059 ▼-0.1%14,3690.3%FinanceWMTWalmart$870,0710.0%9,6300.2%Retail/WholesaleVBVanguard Small-Cap ETF$803,7370.0%3,3450.2%ETFVNQVanguard Real Estate ETF$765,6430.0%8,5950.2%ETFNVDANVIDIA$705,5600.0%5,2540.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$633,3640.0%15,1450.2%FinanceCLColgate-Palmolive$548,9150.0%6,0380.1%Consumer StaplesGOOGLAlphabet$480,8220.0%2,5400.1%Computer and TechnologyLLYEli Lilly and Company$458,568$12,352 ▼-2.6%5940.1%MedicalAMZNAmazon.com$386,7850.0%1,7630.1%Retail/WholesaleABBVAbbVie$382,2330.0%2,1510.1%MedicalIWDiShares Russell 1000 Value ETF$274,9180.0%1,4850.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$267,5400.0%2,3370.1%ETFMCDMcDonald's$241,1880.0%8320.1%Retail/WholesaleABTAbbott Laboratories$239,5670.0%2,1180.1%MedicalCVXChevron$217,695$54,605 ▼-20.1%1,5030.1%EnergyLYBLyondellBasell Industries$206,4710.0%2,7800.1%Basic MaterialsACWXiShares MSCI ACWI ex U.S. ETF$204,9890.0%3,9300.1%ManufacturingINTCIntel$0$5,011,745 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$222,045 ▼-100.0%00.0%FinanceGEGeneral Electric$0$211,964 ▼-100.0%00.0%TransportationBHPBHP Group$0$210,739 ▼-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. 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