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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 $382.95 million in total holdings as of June 30, 2025.
  • Franklin, Parlapiano, Turner & Welch, LLC owns shares of 51 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 1.34% of the portfolio was purchased this quarter.
  • About 0.73% of the portfolio was sold this quarter.
  • This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 50 new stocks and bought additional shares in 18 stocks.
  • Franklin, Parlapiano, Turner & Welch, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$286,574 Holding
46625H100 - JPMorgan Chase & Co.
$214,823 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
2,608 shares (about $1.48M)
Becton, Dickinson and Company
3,737 shares (about $643.69K)
PepsiCo
3,707 shares (about $489.47K)
Canadian National Railway
4,453 shares (about $463.29K)
Netflix
214 shares (about $286.57K)

Largest Sales this Quarter

iShares Russell 1000 ETF
2,687 shares (about $912.43K)
WEC Energy Group
5,042 shares (about $525.38K)
Visa
1,343 shares (about $476.83K)
RTX
2,748 shares (about $401.26K)
Houlihan Lokey
941 shares (about $169.33K)

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
$68,635,092$1,481,423 2.2%120,83017.9%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$39,095,616$247,267 0.6%474,80710.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$37,475,139$177,418 0.5%484,5519.8%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$34,272,865$912,426 -2.6%100,9308.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$12,339,488$53,224 0.4%24,8073.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$10,479,510$476,826 -4.4%29,5162.7%Business Services
RTX Corporation stock logo
RTX
RTX
$10,467,394$401,261 -3.7%71,6852.7%Aerospace
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$10,011,247$169,334 -1.7%55,6332.6%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,583,189$96,373 1.0%88,8982.5%Energy
Hubbell Inc stock logo
HUBB
Hubbell
$9,515,779$61,669 -0.6%23,3002.5%Industrials
Novartis AG stock logo
NVS
Novartis
$9,177,573$26,743 0.3%75,8412.4%Medical
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$8,917,694$525,379 -5.6%85,5822.3%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$8,113,356$35,210 0.4%50,9252.1%Consumer Staples
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$8,053,364$84,054 1.1%28,5522.1%Basic Materials
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$7,763,475$87,744 1.1%67,9522.0%Transportation
Medtronic PLC stock logo
MDT
Medtronic
$7,726,426$41,929 0.5%88,6362.0%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,718,547$97,912 1.3%50,5312.0%Medical
Public Storage stock logo
PSA
Public Storage
$7,666,649$90,665 1.2%26,1292.0%Finance
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$7,647,949$206,648 2.8%34,5672.0%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$7,602,618$205,086 2.8%34,7722.0%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$7,572,473$463,292 6.5%72,7842.0%Transportation
Accenture PLC stock logo
ACN
Accenture
$7,277,016$106,404 1.5%24,3471.9%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,742,627$489,473 7.8%51,0651.8%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$6,228,508$643,693 11.5%36,1601.6%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,035,1490.0%8,1091.3%ETF
Phillips 66 stock logo
PSX
Phillips 66
$3,879,3370.0%32,5171.0%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,354,9340.0%15,5470.9%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$2,542,5940.0%28,3330.7%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,502,0810.0%8,7700.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,168,2370.0%10,5680.6%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,990,4000.0%18,2120.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,691,0340.0%3,9830.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,284,4450.0%14,3690.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$941,6210.0%9,6300.2%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$830,0790.0%5,2540.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$792,6980.0%3,3450.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$765,4710.0%8,5950.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$682,885$13,941 -2.0%14,1560.2%Finance
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$548,8540.0%6,0380.1%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$463,0410.0%5940.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$447,6240.0%2,5400.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$399,2690.0%2,1510.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$386,7850.0%1,7630.1%Retail/Wholesale
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$314,0690.0%2,3370.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$289,3060.0%1,1240.1%Aerospace
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$288,4320.0%1,4850.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$288,0690.0%2,1180.1%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$286,574$286,574 New Holding2140.1%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$243,0850.0%8320.1%Retail/Wholesale
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$239,4940.0%3,9300.1%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$214,823$214,823 New Holding7410.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$0$251,437 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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