Franklin, Parlapiano, Turner & Welch, LLC Sells in Q4 2024

Franklin, Parlapiano, Turner & Welch, LLC

  • $369 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REZ
Ishares Tr Residential And Mul

ETFs
-10.3K
- 2.17%
$79.04 - $89.77 $815K - $925K
466K $37.7M
PSA
Public Storage

Real Estate
-766
- 2.9%
$289.33 - $360.21 $222K - $276K
25.6K $7.67M
RTX
Raytheon Technologies Corp

Industrials
-4.41K
- 5.53%
$114.45 - $127.21 $505K - $561K
75.3K $8.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.12K
- 3.32%
$521.84 - $558.82 $2.15M - $2.3M
120K $64.6M
HUBB
Hubbell Inc

Industrials
-1.08K
- 4.37%
$418.89 - $472.12 $454K - $511K
23.7K $9.93M
PSX
Phillips 66

Energy
-349
- 1.1%
$110.35 - $138.93 $38.5K - $48.5K
31.3K $3.57M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.04K
- 3.5%
$285.5 - $335.62 $296K - $348K
28.6K $8.28M
WEC
Wec Energy Group, Inc.

Utilities
-2.14K
- 2.23%
$92.94 - $101.82 $199K - $218K
93.6K $8.8M
MSFT
Microsoft Corp

Technology
-217
- 0.87%
$406.35 - $454.46 $88.2K - $98.6K
24.7K $10.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.54K
- 3.28%
$311.11 - $335.64 $1.1M - $1.19M
105K $33.7M
COP
Conocophillips

Energy
-654
- 2.2%
$95.12 - $114.72 $62.2K - $75K
29.1K $2.89M
HLI
Houlihan Lokey, Inc.

Financial Services
-6.82K
- 10.38%
$158.81 - $190.49 $1.08M - $1.3M
58.9K $10.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14
- 0.1%
$75.1 - $82.99 $1.05K - $1.16K
14.4K $1.09M
IWM
Ishares Russell 2000 ETF

ETFs
-433
- 2.71%
$216.13 - $242.4 $93.6K - $105K
15.5K $3.44M
LLY
Eli Lilly & CO

Healthcare
-16
- 2.62%
$727.2 - $932.06 $11.6K - $14.9K
594 $458K
CVX
Chevron Corp

Energy
-377
- 20.05%
$141.15 - $162.53 $53.2K - $61.3K
1.5K $217K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-213
- 1.13%
$113.92 - $127.38 $24.3K - $27.1K
18.6K $2.14M
V
Visa Inc.

Financial Services
-543
- 1.67%
$273.87 - $320.91 $149K - $174K
32K $10.1M
Activity Summary
Buys All Purchases 14 New Holdings 1 Increased Positions 13 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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