Top 50 Franklin, Parlapiano, Turner & Welch, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 17.32% | 111.6K | $72.7M | -1.22%(-1.38K) | $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) | $62.40(+47.43%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 9.08% | 492.7K | $38.1M | +1.80%(+8.73K) | $85.43(-10.31%) | 2026-03-31 | |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 8.6% | 93.1K | $36.1M | -1.97%(-1.87K) | $113.80(+255.30%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.33% | 268.6K | $18.2M | new | $63.28(+11.62%) | 2026-03-31 | |
| HUBB | HUBBELL INC COM | 2.85% | 21.5K | $12.0M | -3.64%(-810) | $133.48(+262.46%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.59% | 72.3K | $10.9M | -17.01%(-14.83K) | $70.58(+114.74%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.46% | 44.8K | $10.3M | -6.87%(-3.31K) | $100.17(+130.03%) | 2026-03-31 | |
| RTX | RTX CORPORATION COM | 2.46% | 57.6K | $10.3M | -5.74%(-3.51K) | $66.06(+169.61%) | 2026-03-31 | |
| NVS | NOVARTIS AG ADR | 2.29% | 65.1K | $9.6M | -7.69%(-5.42K) | $68.49(+118.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.49% | +31.25% |
| Top 20 Holdings Unweighted | +8.45% | +27.55% |
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