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CIK: 0001707856
Total reported value
$442.2M
$442.2M
53 檔
43.0%
In Q3 2024, Franklin, Parlapiano, Turner & Welch, LLC's U.S. equity holdings reached a combined market value of $442.2M, distributed across 53 disclosed stock positions.
In Q3 2024, Franklin, Parlapiano, Turner & Welch, LLC displayed an active expansion posture, initiating 3 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.92% | -0.50% | -0.79% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.92% | +0.18% | -0.78% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.62% | -0.60% | +0.55% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.79% | -0.09% | -2.78% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.84% | -2.59% | EXIT | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.34% | -0.58% | |
| 7 | HUBB | Hubbell Inc | Stock-Industrials | 2.74% | -0.36% | -1.92% | |
| 8 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.68% | -0.38% | -3.35% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.50% | -0.03% | -1.88% | |
| 10 | PSA | Public Storage | Stock-Real Estate | 2.48% | -0.07% | +0.08% | |
| 11 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.38% | -0.11% | +0.01% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | +0.10% | -0.30% | |
| 13 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.28% | -0.19% | +0.55% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.27% | -0.04% | -0.18% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.24% | +0.02% | +0.35% | |
| 16 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.24% | -0.04% | -0.31% | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.19% | -0.38% | +1.08% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.03% | +0.03% | +1.14% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 2.02% | -0.17% | +2.17% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.99% | — | +0.97% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.95% | -0.33% | +1.53% | |
| 22 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.95% | -0.02% | +2.15% | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.92% | -1.75% | EXIT | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.29% | — | +6.47% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | — | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.08% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.04% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.81% | -0.17% | -0.29% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.60% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.01% | +1.47% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.01% | -3.42% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | -0.01% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.06% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.01% | +46.19% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.16% | +0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.03% | +2.69% | |
| 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 | 0.08% | -0.01% | — | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | -0.01% | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.05% | EXIT | |
| 47 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.07% | — | -29.87% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REZ | Ishars Res And Multi Reales | +0.7% | -0.78% | Trim |
| 2 | PSA | Public Storage | +0.4% | +0.08% | Add |
| 3 | WEC | Wec Energy Group Inc | +0.3% | +0.01% | Add |
| 4 | RTX | Rtx CORP | +0.2% | -1.88% | Trim |
| 5 | ACN | Accenture plc | +0.2% | +1.08% | Add |
| 6 | HUBB | Hubbell Inc | +0.2% | -1.92% | Trim |
| 7 | APD | Air Products & Chemicals Inc | +0.2% | +0.55% | Add |
| 8 | MDT | Medtronic plc | +0.2% | +2.17% | Add |
| 9 | HLI | Houlihan Lokey Inc | +0.1% | -3.35% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.14% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 12 | GE | General Electric | +0.1% | NEW | New buy |
| 13 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | 0% | +46.19% | Add |
| 15 | AAPL | Apple Inc | 0% | — | Unchanged |
| 16 | IJR | Ishares Core S&p Small-cap E | 0% | +1.47% | Add |
| 17 | WMT | Walmart Inc | 0% | — | Unchanged |
| 18 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 19 | NVS | Novartis Ag-sponsored Adr | 0% | -0.31% | Trim |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 21 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 22 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 23 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 24 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 25 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 26 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 27 | ABT | Abbott Laboratories | — | — | Unchanged |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | — | — | Unchanged |
| 29 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 30 | EFA | Ishares Msci Eafe ETF | 0% | -3.42% | Trim |
| 31 | CVX | Chevron CORP | 0% | — | Unchanged |
| 32 | BDX | Becton Dickinson And Co | 0% | +2.99% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 36 | EXPD | Expeditors Intl Wash Inc | 0% | +0.35% | Add |
| 37 | LYB | LyondellBasell Industries N.V. | 0% | -29.87% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +3.47% | Add |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -0.18% | Trim |
| 40 | PEP | Pepsico Inc | -0.1% | +1.53% | Add |
| 41 | V | Visa Inc-class A Shares | -0.1% | -0.30% | Trim |
| 42 | CNI | Canadian Natl Railway Co | -0.1% | +2.15% | Add |
| 43 | COP | Conocophillips | -0.1% | -0.29% | Trim |
| 44 | PSX | Phillips 66 | -0.2% | — | Unchanged |
| 45 | BIV | Vanguard Intermediate-term B | -0.2% | +0.55% | Add |
| 46 | HON | Honeywell International Inc | -0.2% | +0.97% | Add |
| 47 | MSFT | Microsoft CORP | -0.3% | -0.58% | Trim |
| 48 | IWB | Ishares Russell 1000 ETF | -0.4% | -2.78% | Trim |
| 49 | INTC | Intel CORP | -0.4% | +6.47% | Add |
| 50 | VOO | Vanguard S&p 500 ETF | -0.4% | -0.79% | Trim |
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 53 disclosed positions in Q3 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 43.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPY
市值: $222.0K
Top Position Liquidated / Trimmed
VOO
前期市值: $62.6M
During Q3 2024, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (16.9%)、REZ (10.9%)、BIV (9.6%). The largest single position, VOO, represented 16.9% of total portfolio value.
In Q3 2024, Franklin, Parlapiano, Turner & Welch, LLC made 32 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 13 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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