Franklin, Parlapiano, Turner & Welch, LLC Portfolio Holdings

Franklin, Parlapiano, Turner & Welch, LLC

  • $383 Million
  • Q2 2025

Franklin, Parlapiano, Turner & Welch, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $383 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $68.6M, Ishares Tr Residential And Mul with a value of $39.1M, Vanguard Bd Index Fd Inc Inter with a value of $37.5M, Ishares Tr Russell 1000 ETF with a value of $34.3M, and Microsoft Corp with a value of $12.3M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $371M to 383M.

Below you can find more details about Franklin, Parlapiano, Turner & Welch, LLC portfolio as well as his latest detailed transactions.

Portfolio value $383 Million
ETFs: $198 Million
Industrials: $35.6 Million
Healthcare: $32 Million
Technology: $30.3 Million
Financial Services: $28.3 Million
Consumer Defensive: $16.3 Million
Energy: $16 Million
Utilities: $8.92 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.6 Million 17.92% of portfolio
120,830
Q2 2025 Added 2.21%
$0
$39.1 Million 10.21% of portfolio
474,807
Q2 2025 Added 0.64%
$0
$37.5 Million 9.79% of portfolio
484,551
Q2 2025 Added 0.48%
$0
$34.3 Million 8.95% of portfolio
100,930
Q2 2025 Reduced 2.59%
$3.95T
$12.3 Million 3.22% of portfolio
24,807
Q2 2025 Added 0.43%
$551B
$10.5 Million 2.74% of portfolio
29,516
Q2 2025 Reduced 4.35%
$229B
$10.5 Million 2.73% of portfolio
71,685
Q2 2025 Reduced 3.69%
$9.58B
$10 Million 2.61% of portfolio
55,633
Q2 2025 Reduced 1.66%
$442B
$9.58 Million 2.5% of portfolio
88,898
Q2 2025 Added 1.02%
$23.2B
$9.52 Million 2.48% of portfolio
23,300
Q2 2025 Reduced 0.64%
$257B
$9.18 Million 2.4% of portfolio
75,841
Q2 2025 Added 0.29%
$34.5B
$8.92 Million 2.33% of portfolio
85,582
Q2 2025 Reduced 5.56%
$368B
$8.11 Million 2.12% of portfolio
50,925
Q2 2025 Added 0.44%
$64.2B
$8.05 Million 2.1% of portfolio
28,552
Q2 2025 Added 1.05%
$19.7B
$7.76 Million 2.03% of portfolio
67,952
Q2 2025 Added 1.14%
$122B
$7.73 Million 2.02% of portfolio
88,636
Q2 2025 Added 0.55%
$49.2B
$7.67 Million 2.0% of portfolio
26,129
Q2 2025 Added 1.2%
$22.7B
$7.65 Million 2.0% of portfolio
34,567
Q2 2025 Added 2.78%
$101B
$7.6 Million 1.99% of portfolio
34,772
Q2 2025 Added 2.77%
$63.6B
$7.57 Million 1.98% of portfolio
72,784
Q2 2025 Added 6.52%
$150B
$7.28 Million 1.9% of portfolio
24,347
Q2 2025 Added 1.48%
$202B
$6.74 Million 1.76% of portfolio
51,065
Q2 2025 Added 7.83%
$55.6B
$6.23 Million 1.63% of portfolio
36,160
Q2 2025 Added 11.53%
$0
$5.03 Million 1.31% of portfolio
8,109
Q1 2025 Reduced 0.43%
$57.7B
$3.88 Million 1.01% of portfolio
32,517
Q1 2025 Added 3.86%
$0
$3.35 Million 0.88% of portfolio
15,547
Q4 2024 Reduced 2.71%
$120B
$2.54 Million 0.66% of portfolio
28,333
Q1 2025 Reduced 2.61%
$0
$2.5 Million 0.65% of portfolio
8,770
Q2 2024 Reduced 2.72%
$3.69T
$2.17 Million 0.57% of portfolio
10,568
Q2 2024 Reduced 2.19%
$0
$1.99 Million 0.52% of portfolio
18,212
Q1 2025 Reduced 2.0%
$0
$1.69 Million 0.44% of portfolio
3,983
Q4 2024 Added 0.89%
$0
$1.28 Million 0.34% of portfolio
14,369
Q4 2024 Reduced 0.1%
$281B
$941,000 0.25% of portfolio
9,630
Q1 2024 Added 200.0%
$456B
$830,000 0.22% of portfolio
5,254
Q3 2024 Added 46.19%
$0
$792,000 0.21% of portfolio
3,345
Q3 2017 New
$0
$765,000 0.2% of portfolio
8,595
Q4 2023 Reduced 17.82%
$0
$682,000 0.18% of portfolio
14,156
Q2 2025 Reduced 2.0%
$70.9B
$548,000 0.14% of portfolio
6,038
Q2 2023 Added 51.1%
$608B
$463,000 0.12% of portfolio
594
Q4 2024 Reduced 2.62%
$1.21T
$447,000 0.12% of portfolio
2,540
Q3 2022 Added 1,900.0%
$351B
$399,000 0.1% of portfolio
2,151
Q4 2023 Reduced 1.83%
$2.26T
$386,000 0.1% of portfolio
1,763
Q2 2024 Reduced 7.16%
$229B
$288,000 0.08% of portfolio
2,118
Q2 2023 New
$0
$288,000 0.08% of portfolio
1,485
Q1 2024 Reduced 27.67%
$306B
$289,000 0.08% of portfolio
1,124
Q1 2025 New
$0
$314,000 0.08% of portfolio
2,337
Q1 2024 Reduced 7.92%
$545B
$286,000 0.07% of portfolio
214
Q2 2025 New
$222B
$243,000 0.06% of portfolio
832
Q2 2023 New
$0
$239,000 0.06% of portfolio
3,930
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $383 Million
  • Prior Value $371 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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