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
40.9%
During the Q1 2025 filing period, Franklin, Parlapiano, Turner & Welch, LLC (CIK: 0001707856) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $442.2M across 50 reported positions.
In Q1 2025, Franklin, Parlapiano, Turner & Welch, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 16.39% | -0.50% | -1.46% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 11.00% | +0.18% | +1.35% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.96% | -0.60% | -0.09% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.57% | -0.09% | -0.98% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.92% | +0.10% | -3.42% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -2.59% | EXIT | |
| 7 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.66% | -0.11% | -3.14% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.66% | -0.03% | -1.20% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.34% | +0.18% | |
| 10 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.46% | -0.38% | -3.97% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.33% | -0.04% | +0.43% | |
| 12 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.27% | -0.04% | +0.23% | |
| 13 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.25% | -0.19% | -1.07% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | +0.03% | +1.39% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.23% | -0.09% | — | |
| 16 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.18% | +0.02% | +0.59% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 2.14% | -0.17% | +0.95% | |
| 18 | HUBB | Hubbell Inc | Stock-Industrials | 2.09% | -0.36% | -1.08% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 2.08% | -0.07% | +0.84% | |
| 20 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.07% | +0.04% | +10.34% | |
| 21 | ACN | Accenture plc | Stock-Tech | 2.02% | -0.38% | -0.25% | |
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.00% | -1.75% | EXIT | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.92% | -0.33% | +4.02% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.80% | -0.02% | +1.73% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.02% | -0.43% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.08% | — | +3.86% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +0.04% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.80% | -0.17% | -2.61% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.63% | — | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.01% | -2.00% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.06% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.01% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | — | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.17% | +0.01% | -4.62% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | +0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.03% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +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% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.07% | -0.01% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.05% | EXIT | |
| 49 | GE | General Electric | Stock-Industrials | 0.06% | +0.02% | — | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | REZ | Ishars Res And Multi Reales | — | NEW | New buy |
| 3 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 4 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 7 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 8 | RTX | Rtx CORP | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 12 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 13 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 16 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 17 | MDT | Medtronic plc | — | NEW | New buy |
| 18 | HUBB | Hubbell Inc | — | NEW | New buy |
| 19 | PSA | Public Storage | — | NEW | New buy |
| 20 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 21 | ACN | Accenture plc | — | NEW | New buy |
| 22 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 25 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 26 | PSX | Phillips 66 | — | NEW | New buy |
| 27 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 28 | COP | Conocophillips | — | NEW | New buy |
| 29 | AAPL | Apple Inc | — | NEW | New buy |
| 30 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 31 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 32 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 33 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 34 | WMT | Walmart Inc | — | NEW | New buy |
| 35 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 36 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 37 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 40 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 43 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 44 | ABT | Abbott Laboratories | — | NEW | New buy |
| 45 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | New buy |
| 47 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 48 | CVX | Chevron CORP | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
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 Q1 2025.
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 40.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $60.8M
During Q1 2025, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (16.4%)、REZ (11.0%)、BIV (10.0%). The largest single position, VOO, represented 16.4% of total portfolio value.
In Q1 2025, Franklin, Parlapiano, Turner & Welch, LLC made 50 total portfolio adjustments, initiating 50 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.
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.