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CIK: 0001707856
Total reported value
$442.2M
$442.2M
50 檔
40.5%
The Q2 2024 SEC filing reveals that Franklin, Parlapiano, Turner & Welch, LLC held a total portfolio value of $442.2M, covering 50 public equity positions.
During Q2 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 | 17.36% | -0.50% | -2.43% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.24% | +0.18% | +4.47% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.81% | -0.60% | +1.79% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.19% | -0.09% | -3.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.34% | -8.79% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.89% | -2.59% | EXIT | |
| 7 | HUBB | Hubbell Inc | Stock-Industrials | 2.56% | -0.36% | -9.57% | |
| 8 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.54% | -0.38% | -8.82% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.37% | +0.10% | -4.95% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.32% | -0.04% | -0.79% | |
| 11 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.28% | +0.02% | -0.18% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.26% | -0.03% | -2.65% | |
| 13 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.23% | -0.04% | -0.41% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.18% | — | -0.01% | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.11% | -0.19% | +3.13% | |
| 16 | PSA | Public Storage | Stock-Real Estate | 2.10% | -0.07% | +1.29% | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.08% | -0.11% | +0.46% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.06% | -0.02% | -1.95% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.00% | -0.38% | -0.07% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.00% | -0.33% | +0.85% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.94% | +0.03% | +1.49% | |
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.94% | -1.75% | EXIT | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.85% | -0.17% | +0.98% | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.72% | — | +6.07% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 1.24% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.02% | -3.13% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.95% | -0.17% | +88.80% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | +0.04% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.62% | — | -2.19% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | — | -2.72% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.01% | -1.04% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | — | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.06% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | -10.11% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.16% | +0.01% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.03% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.01% | +1012.69% | |
| 42 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.11% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | +0.02% | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.01% | -7.16% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.08% | -0.05% | EXIT | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | -0.01% | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | — | |
| 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 50 disclosed positions in Q2 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, REZ, BIV) accounted for 40.5% of total reported equity market value during Q2 2024.
During Q2 2024, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (17.4%)、REZ (10.2%)、BIV (9.8%). The largest single position, VOO, represented 17.4% of total portfolio value.
In Q2 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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