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Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2025)

About Franklin, Parlapiano, Turner & Welch, LLC

Investment Activity

  • Franklin, Parlapiano, Turner & Welch, LLC has $395.72 million in total holdings as of September 30, 2025.
  • Franklin, Parlapiano, Turner & Welch, LLC owns shares of 53 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 0.55% of the portfolio was purchased this quarter.
  • About 1.98% of the portfolio was sold this quarter.
  • This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 51 new stocks and bought additional shares in 6 stocks.
  • Franklin, Parlapiano, Turner & Welch, LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

149123101 - Caterpillar
$238,575 Holding
922042858 - Vanguard FTSE Emerging Markets ETF
$216,720 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Bond ETF
8,085 shares (about $631.36K)
ConocoPhillips
4,460 shares (about $421.87K)
Accenture
1,524 shares (about $375.82K)
Becton, Dickinson and Company
1,285 shares (about $240.52K)
Caterpillar
500 shares (about $238.58K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
2,829 shares (about $1.73M)
iShares Russell 1000 ETF
4,514 shares (about $1.65M)
RTX
5,339 shares (about $893.38K)
Microsoft
1,414 shares (about $732.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFranklin, Parlapiano, Turner & Welch, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$72,262,583$1,732,450 -2.3%118,00118.3%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$39,861,821$482,631 -1.2%469,12710.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$38,470,043$631,359 1.7%492,6369.7%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$35,238,555$1,649,797 -4.5%96,4168.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$12,116,986$732,416 -5.7%23,3933.1%Computer and Technology
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$11,109,468$313,324 -2.7%54,1072.8%Finance
RTX Corporation stock logo
RTX
RTX
$11,101,790$893,384 -7.4%66,3462.8%Aerospace
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,966,233$57,165 -0.6%88,3912.5%Energy
Hubbell Inc stock logo
HUBB
Hubbell
$9,841,075$185,908 -1.9%22,8682.5%Industrials
Visa Inc. stock logo
V
Visa
$9,724,916$351,635 -3.5%28,4862.5%Business Services
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$9,509,993$296,904 -3.0%82,9912.4%Utilities
Novartis AG stock logo
NVS
Novartis
$9,487,158$238,785 -2.5%73,9792.4%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9,160,617$208,971 -2.2%49,4042.3%Medical
Medtronic PLC stock logo
MDT
Medtronic
$8,274,455$167,339 -2.0%86,8792.1%Medical
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$8,164,082$166,359 -2.0%66,5952.1%Transportation
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,750,036$74,830 -1.0%50,4382.0%Consumer Staples
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$7,708,265$78,820 -1.0%28,2631.9%Basic Materials
Public Storage stock logo
PSA
Public Storage
$7,436,641$110,921 -1.5%25,7451.9%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$7,205,794$33,988 0.5%51,3071.8%Consumer Staples
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$7,116,256$36,002 -0.5%34,3931.8%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$7,008,809$240,521 3.6%37,4451.8%Medical
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$6,946,474$61,266 -0.9%34,4681.8%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$6,889,654$26,027 0.4%73,0601.7%Transportation
Accenture PLC stock logo
ACN
Accenture
$6,379,896$375,825 6.3%25,8711.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,427,6450.0%8,1091.4%ETF
Phillips 66 stock logo
PSX
Phillips 66
$4,423,0300.0%32,5171.1%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,761,8050.0%15,5471.0%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$3,101,909$421,874 15.7%32,7930.8%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,699,9320.0%8,7700.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,690,9300.0%10,5680.7%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,164,144$119 0.0%18,2110.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,865,602$469 0.0%3,9820.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,341,6340.0%14,3690.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$992,4680.0%9,6300.3%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$980,2910.0%5,2540.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$850,5670.0%3,3450.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$785,7550.0%8,5950.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$755,9300.0%14,1560.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$617,4740.0%2,5400.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$498,0430.0%2,1510.1%Medical
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$482,6780.0%6,0380.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$453,2220.0%5940.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$387,1020.0%1,7630.1%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$338,1220.0%1,1240.1%Aerospace
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$333,1390.0%2,3370.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$302,3310.0%1,4850.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$283,6850.0%2,1180.1%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$256,5690.0%2140.1%Consumer Discretionary
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$255,4890.0%3,9300.1%Manufacturing
McDonald's Corporation stock logo
MCD
McDonald's
$252,8360.0%8320.1%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$238,575$238,575 New Holding5000.1%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$233,7340.0%7410.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$216,720$216,720 New Holding4,0000.1%ETF

Showing largest 100 holdings. View all holdings.
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