13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001707856
Total reported value
$442.2M
$442.2M
50 檔
41.3%
At the close of Q4 2024, Franklin, Parlapiano, Turner & Welch, LLC disclosed equity holdings valued at approximately $442.2M, spread across 50 reported holdings.
In Q4 2024, Franklin, Parlapiano, Turner & Welch, LLC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.49% | -0.50% | -3.32% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.21% | +0.18% | -2.17% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.76% | -0.60% | +1.63% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.12% | -0.09% | -3.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.34% | -0.87% | |
| 6 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.77% | -0.38% | -10.38% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.75% | -2.59% | EXIT | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.73% | +0.10% | -1.67% | |
| 9 | HUBB | Hubbell Inc | Stock-Industrials | 2.69% | -0.36% | -4.37% | |
| 10 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.38% | -0.11% | -2.23% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.36% | -0.03% | -5.53% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.29% | -0.04% | -0.26% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.29% | -0.38% | +0.21% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.29% | — | +0.55% | |
| 15 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.24% | -0.19% | -3.50% | |
| 16 | PSA | Public Storage | Stock-Real Estate | 2.07% | -0.07% | -2.90% | |
| 17 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.00% | +0.02% | +1.19% | |
| 18 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.99% | -0.04% | +0.27% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.96% | -1.75% | EXIT | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.93% | +0.03% | +1.58% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.89% | -0.17% | +0.81% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.87% | -0.33% | +2.71% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.85% | -0.02% | +4.50% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.54% | +0.04% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.02% | +0.70% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.97% | — | -1.10% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.93% | +0.04% | -2.71% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.78% | -0.17% | -2.20% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.72% | — | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.01% | -1.13% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | — | +0.89% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | -0.10% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.06% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.01% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.17% | +0.01% | — | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | +0.01% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.03% | -2.62% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | +0.02% | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.07% | -0.01% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.05% | EXIT | |
| 49 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.06% | — | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHKP | Check Point Software Technologies Ltd. | +1.5% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | -3.32% | Trim |
| 3 | V | Visa Inc-class A Shares | +0.4% | -1.67% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.3% | -3.28% | Trim |
| 5 | HON | Honeywell International Inc | +0.3% | +0.55% | Add |
| 6 | BIV | Vanguard Intermediate-term B | +0.1% | +1.63% | Add |
| 7 | ACN | Accenture plc | +0.1% | +0.21% | Add |
| 8 | HLI | Houlihan Lokey Inc | +0.1% | -10.38% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.70% | Add |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.89% | Add |
| 12 | MSFT | Microsoft CORP | 0% | -0.87% | Trim |
| 13 | BDX | Becton Dickinson And Co | 0% | +3.44% | Add |
| 14 | WMT | Walmart Inc | 0% | — | Unchanged |
| 15 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 16 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 17 | PG | Procter & Gamble Co/the | 0% | -0.26% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | -2.71% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 21 | IJR | Ishares Core S&p Small-cap E | 0% | -1.13% | Trim |
| 22 | WEC | Wec Energy Group Inc | — | -2.23% | Trim |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 24 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 25 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 26 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 27 | LYB | LyondellBasell Industries N.V. | 0% | — | Unchanged |
| 28 | CVX | Chevron CORP | 0% | -20.05% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | — | Unchanged |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | -0.10% | Trim |
| 32 | LLY | Eli Lilly & Co | 0% | -2.62% | Trim |
| 33 | COP | Conocophillips | 0% | -2.20% | Trim |
| 34 | APD | Air Products & Chemicals Inc | 0% | -3.50% | Trim |
| 35 | HUBB | Hubbell Inc | -0.1% | -4.37% | Trim |
| 36 | GE | General Electric | -0.1% | EXIT | Sold out |
| 37 | BHP | Bhp Group Ltd-spon Adr | -0.1% | EXIT | Sold out |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | EXIT | Sold out |
| 39 | PEP | Pepsico Inc | -0.1% | +2.71% | Add |
| 40 | XOM | Exxon Mobil CORP | -0.1% | +0.87% | Add |
| 41 | JNJ | Johnson & Johnson | -0.1% | +1.58% | Add |
| 42 | CNI | Canadian Natl Railway Co | -0.1% | +4.50% | Add |
| 43 | PSX | Phillips 66 | -0.1% | -1.10% | Trim |
| 44 | MDT | Medtronic plc | -0.1% | +0.81% | Add |
| 45 | RTX | Rtx CORP | -0.1% | -5.53% | Trim |
| 46 | EXPD | Expeditors Intl Wash Inc | -0.2% | +1.19% | Add |
| 47 | NVS | Novartis Ag-sponsored Adr | -0.3% | +0.27% | Add |
| 48 | PSA | Public Storage | -0.4% | -2.90% | Trim |
| 49 | REZ | Ishars Res And Multi Reales | -0.7% | -2.17% | Trim |
| 50 | INTC | Intel CORP | -1.3% | EXIT | Sold out |
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 Q4 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 41.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
CHKP
市值: $5.7M
Top Position Liquidated / Trimmed
INTC
前期市值: $5.0M
During Q4 2024, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (17.5%)、REZ (10.2%)、BIV (9.8%). The largest single position, VOO, represented 17.5% of total portfolio value.
In Q4 2024, Franklin, Parlapiano, Turner & Welch, LLC made 37 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 19 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.