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Franklin, Parlapiano, Turner & Welch, LLC

Portfolio Manager
Franklin, Parlapiano, Turner & Welch, LLC
Performance
-0.29% (2026 Q1)
AUM (13F)
$419.70M
# of Holdings
55
Performance Rank
Allocation (Top 20)
82.56%

Franklin, Parlapiano, Turner & Welch, LLC Holdings Map

Top 50 Franklin, Parlapiano, Turner & Welch, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD S&P 500 ETF
17.32%111.6K$72.7M
-1.22%(-1.38K)
2025-Q1: 118.2K shares2025-Q2: 120.8K shares2025-Q3: 118.0K shares2025-Q4: 113.0K shares2026-Q1: 111.6K shares
$368.05(+85.41%)
2026-03-31
REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
10.05%478.3K$42.2M
+0.82%(+3.90K)
2025-Q1: 471.8K shares2025-Q2: 474.8K shares2025-Q3: 469.1K shares2025-Q4: 474.4K shares2026-Q1: 478.3K shares
$62.40(+47.43%)
2026-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
9.08%492.7K$38.1M
+1.80%(+8.73K)
2025-Q1: 482.3K shares2025-Q2: 484.6K shares2025-Q3: 492.6K shares2025-Q4: 484.0K shares2026-Q1: 492.7K shares
$85.43(-10.31%)
2026-03-31
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
8.6%93.1K$36.1M
-1.97%(-1.87K)
2025-Q1: 103.6K shares2025-Q2: 100.9K shares2025-Q3: 96.4K shares2025-Q4: 95.0K shares2026-Q1: 93.1K shares
$113.80(+255.30%)
2026-03-31
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
4.33%268.6K$18.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 268.6K shares
$63.28(+11.62%)
2026-03-31
HUBB
HUBBELL INC COM
2.85%21.5K$12.0M
-3.64%(-810)
2025-Q1: 23.5K shares2025-Q2: 23.3K shares2025-Q3: 22.9K shares2025-Q4: 22.3K shares2026-Q1: 21.5K shares
$133.48(+262.46%)
2026-03-31
XOM
EXXON MOBIL CORP COM
2.59%72.3K$10.9M
-17.01%(-14.83K)
2025-Q1: 88.0K shares2025-Q2: 88.9K shares2025-Q3: 88.4K shares2025-Q4: 87.2K shares2026-Q1: 72.3K shares
$70.58(+114.74%)
2026-03-31
JNJ
JOHNSON & JOHNSON COM
2.46%44.8K$10.3M
-6.87%(-3.31K)
2025-Q1: 49.9K shares2025-Q2: 50.5K shares2025-Q3: 49.4K shares2025-Q4: 48.1K shares2026-Q1: 44.8K shares
$100.17(+130.03%)
2026-03-31
RTX
RTX CORPORATION COM
2.46%57.6K$10.3M
-5.74%(-3.51K)
2025-Q1: 74.4K shares2025-Q2: 71.7K shares2025-Q3: 66.3K shares2025-Q4: 61.1K shares2026-Q1: 57.6K shares
$66.06(+169.61%)
2026-03-31
NVS
NOVARTIS AG ADR
2.29%65.1K$9.6M
-7.69%(-5.42K)
2025-Q1: 75.6K shares2025-Q2: 75.8K shares2025-Q3: 74.0K shares2025-Q4: 70.5K shares2026-Q1: 65.1K shares
$68.49(+118.66%)
2026-03-31

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