Franklin, Parlapiano, Turner & Welch, LLC Reduced Holdings in Q3 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • $396 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-1.03K
- 3.49%
$332.09 - $358.86 $342K - $370K
28.5K $9.72M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-304
- 0.87%
$196.15 - $217.83 $59.6K - $66.2K
34.5K $6.95M
CHKP
Check Point Software Technologies LTD

Technology
-174
- 0.5%
$180.73 - $231.23 $31.4K - $40.2K
34.4K $7.12M
PG
Procter & Gamble CO

Consumer Defensive
-487
- 0.96%
$150.47 - $161.22 $73.3K - $78.5K
50.4K $7.75M
APD
Air Products & Chemicals, Inc.

Basic Materials
-289
- 1.01%
$265.78 - $299.3 $76.8K - $86.5K
28.3K $7.71M
PSA
Public Storage

Real Estate
-384
- 1.47%
$271.94 - $298.09 $104K - $114K
25.7K $7.44M
MSFT
Microsoft Corp

Technology
-1.41K
- 5.7%
$491.09 - $535.64 $694K - $757K
23.4K $12.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.03%
$420.11 - $472.68 $420 - $473
3.98K $1.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1
- 0.01%
$108.46 - $120.63 $108 - $121
18.2K $2.16M
NVS
Novartis Ag

Healthcare
-1.86K
- 2.46%
$113.5 - $129.73 $211K - $242K
74K $9.49M
XOM
Exxon Mobil Corp

Energy
-507
- 0.57%
$105.83 - $117.22 $53.7K - $59.4K
88.4K $9.97M
EXPD
Expeditors International Of Washington Inc

Industrials
-1.36K
- 2.0%
$111.37 - $124.95 $151K - $170K
66.6K $8.16M
MDT
Medtronic PLC

Healthcare
-1.76K
- 1.98%
$87.67 - $95.74 $154K - $168K
86.9K $8.27M
WEC
Wec Energy Group, Inc.

Utilities
-2.59K
- 3.03%
$103.66 - $114.59 $269K - $297K
83K $9.51M
RTX
Raytheon Technologies Corp

Industrials
-5.34K
- 7.45%
$144.19 - $167.33 $770K - $893K
66.3K $11.1M
REZ
Ishares Tr Residential And Mul

ETFs
-5.68K
- 1.2%
$81.06 - $85.23 $460K - $484K
469K $39.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.51K
- 4.47%
$339.37 - $366.46 $1.53M - $1.65M
96.4K $35.2M
HLI
Houlihan Lokey, Inc.

Financial Services
-1.53K
- 2.74%
$181.55 - $209.19 $277K - $319K
54.1K $11.1M
JNJ
Johnson & Johnson

Healthcare
-1.13K
- 2.23%
$155.17 - $185.42 $175K - $209K
49.4K $9.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.83K
- 2.34%
$567.77 - $614.76 $1.61M - $1.74M
118K $72.3M
Activity Summary
Buys All Purchases 8 New Holdings 2 Increased Positions 6 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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