The Analysis of Franklin, Parlapiano, Turner & Welch, LLC's Holdings
Currently, Franklin, Parlapiano, Turner & Welch, LLC holds 53 types of securities in its portfolio with a total value $395.7M. In the most recent quarter, they have increased their positions in BIV (+8.1K shares, valued at $631.4K), COP (+4.5K shares, valued at $421.9K), ACN (+1.5K shares, valued at $375.8K); decreased their positions in VOO (-2.8K shares, valued at $1.7M), IWB (-4.5K shares, valued at $1.6M), RTX (-5.3K shares, valued at $893.4K); initiated new positions in CAT (+500 shares, valued at $238.6K), VWO (+4.0K shares, valued at $216.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500 ETF118.0K shares-2.34%2025-09-302025-10-23
REZ ISHARES FTSE NAREIT RESID PLUS CP IDX469.1K shares-1.20%2025-09-302025-10-23 BIV VANGUARD INTERMEDIATE-TERM BOND ETF492.6K shares1.67%2025-09-302025-10-23 IWB ISHARES TR RUSSELL 1000 INDEX ETF96.4K shares-4.47%2025-09-302025-10-23 MSFT MICROSOFT23.4K shares-5.70%2025-09-302025-10-23 HLI HOULIHAN LOKEY INC CL A54.1K shares-2.74%2025-09-302025-10-23 RTX RTX CORPORATION COM66.3K shares-7.45%2025-09-302025-10-23 XOM EXXON MOBIL CORP COM88.4K shares-0.57%2025-09-302025-10-23 HUBB HUBBELL INC COM22.9K shares-1.85%2025-09-302025-10-23 V VISA INC28.5K shares-3.49%2025-09-302025-10-23 WEC WEC ENERGY GROUP INC COM83.0K shares-3.03%2025-09-302025-10-23 NVS NOVARTIS AG ADR74.0K shares-2.46%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON COM49.4K shares-2.23%2025-09-302025-10-23 MDT MEDTRONIC PLC SHS86.9K shares-1.98%2025-09-302025-10-23 EXPD EXPEDITORS INTL WASH INC COM66.6K shares-2.00%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO COM50.4K shares-0.96%2025-09-302025-10-23 APD AIR PRODS & CHEMS INC COM28.3K shares-1.01%2025-09-302025-10-23 PSA PUBLIC STORAGE OPER CO COM25.7K shares-1.47%2025-09-302025-10-23 PEP PEPSICO INC COM51.3K shares0.47%2025-09-302025-10-23 CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD34.4K shares-0.50%2025-09-302025-10-23 BDX BECTON DICKINSON & CO COM37.4K shares3.55%2025-09-302025-10-23 MMC MARSH & MCLENNAN COS INC COM34.5K shares-0.87%2025-09-302025-10-23 CNI CANADIAN NATIONAL RAILWAY CO73.1K shares0.38%2025-09-302025-10-23 ACN ACCENTURE LTD BERMUDA CL A25.9K shares6.26%2025-09-302025-10-23 IVV ISHARES S&P 500 INDEX8.1K shares0.00%2025-09-302025-10-23 PSX PHILLIPS 6632.5K shares0.00%2025-09-302025-10-23 IWM ISHARES RUSSELL 2000 ETF15.5K shares0.00%2025-09-302025-10-23 COP CONOCOPHILLIPS COM32.8K shares15.74%2025-09-302025-10-23 VV VANGUARD LARGE CAP8.8K shares0.00%2025-09-302025-10-23 AAPL APPLE INC10.6K shares0.00%2025-09-302025-10-23 IJR ISHARES S&P SMALLCAP 600 ETF18.2K shares-0.01%2025-09-302025-10-23 IWF ISHARES RUSSELL 1000 GROWTH ETF4.0K shares-0.03%2025-09-302025-10-23 EFA ISHARES MSCI EAFE ETF14.4K shares0.00%2025-09-302025-10-23 WMT WALMART INC COM9.6K shares0.00%2025-09-302025-10-23 NVDA NVIDIA CORPORATION COM5.3K shares0.00%2025-09-302025-10-23 VB VANGUARD SMALL CAP ETF3.3K shares0.00%2025-09-302025-10-23 VNQ VANGUARD REIT INDEX ETF8.6K shares0.00%2025-09-302025-10-23 EEM ISHARES MSCI EMERGING MARKETS ETF14.2K shares0.00%2025-09-302025-10-23 GOOGL GOOGLE INC2.5K shares0.00%2025-09-302025-10-23 ABBV ABBVIE INC COM2.2K shares0.00%2025-09-302025-10-23 CL COLGATE PALMOLIVE CO COM6.0K shares0.00%2025-09-302025-10-23 LLY ELI LILLY & CO COM594 shares0.00%2025-09-302025-10-23 AMZN AMAZON.COM INC1.8K shares0.00%2025-09-302025-10-23 GE GE AEROSPACE COM NEW1.1K shares0.00%2025-09-302025-10-23 VSS VANGUARD FTSE ALL WORLD EX-US ETF2.3K shares0.00%2025-09-302025-10-23 IWD ISHARES RUSSELL 1000 VALUE ETF1.5K shares0.00%2025-09-302025-10-23 ABT ABBOTT LABS COM2.1K shares0.00%2025-09-302025-10-23 NFLX NETFLIX INC COM214 shares0.00%2025-09-302025-10-23 ACWX ISHARES MSCI ACWI EX US3.9K shares0.00%2025-09-302025-10-23 MCD MCDONALDS CORP COM832 shares0.00%2025-09-302025-10-23 CAT CATERPILLAR INC COM500 sharesnew addition2025-09-302025-10-23 JPM JPMORGAN CHASE & CO. COM741 shares0.00%2025-09-302025-10-23 VWO VANGUARD FTSE EMERGING MARKETS ETF4.0K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available