FP

Franklin, Parlapiano, Turner & Welch, LLC

13F
Franklin, Parlapiano, Turner & Welch, LLC
Last update 2025-04-25 50 Stocks (2 new)
Value $371.00 Mil Turnover 3 %
Countries:
Franklin, Parlapiano, Turner &... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
118,222
60,755.4
-1.46%
16.390
-0.26%
0.010
+19.59%
+7.78%
660,834.1
 
REZ
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
471,804
40,773.3
+1.35%
11.000
+0.15%
4.790
+1.83%
+3.86%
795.2
 
BIV
Vanguard Intermediate-Term Bond ETF
482,257
36,926.4
-0.09%
9.960
-0.01%
0.170
+1.75%
+4.50%
23,124.5
 
IWB
iShares Russell 1000 ETF
103,617
31,783.5
-0.98%
8.570
-0.09%
0.080
+19.79%
+7.71%
41,628.5
 
V
Visa Inc
30,859
10,814.9
-3.42%
2.920
-0.09%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
XOM
Exxon Mobil Corp
88,004
10,466.3
-6.87%
2.820
-0.19%
0.000
+1.72%
+2.01%
464,449.8
Oil & Gas
WEC
WEC Energy Group Inc
90,624
9,876.2
-3.14%
2.660
-0.07%
0.030
+0.34%
+16.65%
34,409.0
Utilities - Regulated
RTX
RTX Corp
74,433
9,859.4
-1.20%
2.660
-0.03%
0.010
+18.14%
+32.25%
202,397.0
Aerospace & Defense
MSFT
Microsoft Corp
24,700
9,272.3
+0.18%
2.500
0%
0.000
+38.94%
+21.47%
3,790,969.0
Software
HLI
Houlihan Lokey Inc
56,574
9,136.8
-3.97%
2.460
-0.11%
0.080
+28.42%
+13.73%
13,691.4
Capital Markets

Franklin, Parlapiano, Turner & Welch, LLC's Historical Top Holdings Breakdowns

Franklin, Parlapiano, Turner & Welch, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HON
Honeywell International Inc
2025-03-31
Sold Out
Sold Out
-2.29%
202.75 ($214.7) 226.52
$236.54
10.17%
Sold Out
0
-37,396
MMC
Marsh & McLennan Companies Inc
2025-03-31
New Buy
New Buy
+2.23%
208.48 ($226.88) 244.03
$212.28
-6.44%
New holding
33,834
33,834
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.26%
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -1.46%
118,222
-1,756
XOM
Exxon Mobil Corp
2025-03-31
Reduce
Reduce
-0.19%
105.44 ($110.59) 118.93
$107.77
-2.55%
Reduce -6.87%
88,004
-6,487
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
2025-03-31
Add
Add
+0.19%
179.88 ($211.9) 231.31
$215.48
1.69%
Add 10.34%
33,633
3,153
REZ
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
2025-03-31
Add
Add
+0.15%
78.21 ($83.43) 88.48
$83.26
-0.20%
Add 1.35%
471,804
6,293
HLI
Houlihan Lokey Inc
2025-03-31
Reduce
Reduce
-0.11%
154.43 ($171.76) 187.4
$196.17
14.21%
Reduce -3.97%
56,574
-2,336
IWB
iShares Russell 1000 ETF
2025-03-31
Reduce
Reduce
-0.09%
302.31 ($323.34) 337.54
$345.18
6.75%
Reduce -0.98%
103,617
-1,030
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.09%
306.92 ($338.38) 362.71
$349.05
3.15%
Reduce -3.42%
30,859
-1,092
WEC
WEC Energy Group Inc
2025-03-31
Reduce
Reduce
-0.07%
92.12 ($102.13) 108.98
$107.82
5.57%
Reduce -3.14%
90,624
-2,938

Franklin, Parlapiano, Turner & Welch, LLC Total Holding History ($B)

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Franklin, Parlapiano, Turner & Welch, LLC's Asset Allocation

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Franklin, Parlapiano, Turner & Welch, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Franklin, Parlapiano, Turner & Welch, LLC's Hypothetical Growth since 2025-03-31

Franklin, Parlapiano, Turner & Welch, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Franklin, Parlapiano, Turner & Welch, LLC's Holdings Heat Map

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Franklin, Parlapiano, Turner & Welch, LLC's Holdings Bubble Chart

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