FP
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Franklin, Parlapiano, Turner & Welch, LLC13F | |
Franklin, Parlapiano, Turner & Welch, LLC | |
Last update 2025-04-25 | 50 Stocks (2 new) |
Value $371.00 Mil | Turnover 3 % |
Franklin, Parlapiano, Turner &... Top Holdings of 2025-03-31
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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
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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)
Franklin, Parlapiano, Turner & Welch, LLC's Asset Allocation
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
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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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