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
$859B
$214,000 0.06% of portfolio
741
Q2 2025 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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