Franklin, Parlapiano, Turner & Welch, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $387 Million distributed in 53 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 $65.5M, Ishares Tr Residential And Mul with a value of $42.3M, Vanguard Bd Index Fd Inc Inter with a value of $37.2M, Ishares Tr Russell 1000 ETF with a value of $34M, and Exxon Mobil Corp with a value of $11M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $360M to 387M.

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

Portfolio value $387 Million
ETFs: $198 Million
Industrials: $44.4 Million
Healthcare: $32.9 Million
Technology: $27.3 Million
Financial Services: $19.3 Million
Energy: $18.5 Million
Consumer Defensive: $17.7 Million
Real Estate: $9.6 Million
Other: $19.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $387 Million
  • Prior Value $360 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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