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CIK: 0001707856
Total reported value
$442.2M
$442.2M
51 檔
39.4%
At the close of Q1 2024, Franklin, Parlapiano, Turner & Welch, LLC disclosed equity holdings valued at approximately $442.2M, spread across 51 reported holdings.
During Q1 2024, Franklin, Parlapiano, Turner & Welch, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.94% | -0.50% | -1.01% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.62% | -0.60% | +0.32% | |
| 3 | REZ | Ishars Res And Multi Reales | ETF-Other | 9.10% | +0.18% | +3.60% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.09% | -0.09% | -1.59% | |
| 5 | HUBB | Hubbell Inc | Stock-Industrials | 3.19% | -0.36% | -3.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.34% | -3.77% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.16% | -2.59% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.63% | +0.10% | -1.10% | |
| 9 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.63% | -0.38% | -2.37% | |
| 10 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.32% | -0.02% | +0.39% | |
| 11 | INTC | Intel CORP | Stock-Tech | 2.30% | — | -4.55% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.28% | -0.04% | +0.34% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.26% | -0.38% | -1.57% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.24% | -0.03% | +0.64% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.20% | +0.02% | +0.23% | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.15% | -0.11% | — | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.08% | -0.33% | +0.97% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 2.08% | — | +0.92% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 2.07% | -0.07% | +1.08% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | +0.03% | +0.69% | |
| 21 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.02% | -0.04% | -0.38% | |
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.01% | -1.75% | EXIT | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 2.01% | -0.17% | +0.96% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.90% | -0.19% | +5.00% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 1.42% | — | +3.85% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.04% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.01% | — | |
| 30 | COP | Conocophillips | Stock-Energy | 0.55% | -0.17% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.51% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.01% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.19% | +0.01% | -5.74% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.06% | +200.00% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | +0.01% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.03% | — | |
| 40 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.11% | — | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.02% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | — | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.01% | -6.91% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.08% | -0.05% | EXIT | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | -0.01% | — | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | -0.01% | -7.92% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | -27.67% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.07% | — | — | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.01% | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Franklin, Parlapiano, Turner & Welch, LLC reported a total U.S. public equity portfolio value of $442.2M across 51 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BIV, REZ) accounted for 39.4% of total reported equity market value during Q1 2024.
During Q1 2024, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (16.9%)、BIV (9.6%)、REZ (9.1%). The largest single position, VOO, represented 16.9% of total portfolio value.
In Q1 2024, Franklin, Parlapiano, Turner & Welch, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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