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Franklin, Parlapiano, Turner & Welch, LLC
CIK:0001707856
Investment Adviser
$771M AUM
53 holdings
Houston, TX, USA
Financial strategies provider
Investment Strategy
Not specified
Latest 13F Filing Activity
Franklin, Parlapiano, Turner & Welch, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 53 equity positions with a total 13F market value of $396M. The fund increased holdings in Vanguard S&P 500 Etf, Johnson & Johnson Com, Houlihan Lokey Inc. CL A among other positions. Franklin, Parlapiano, Turner & Welch, LLC reduced exposure to Accenture LTD Bermuda CL A, Visa Inc., Canadian National Railway Co. among others.
Top Buys
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 18.26% | $72.3M | 118,001 | $372.65 | $612.38 | +$3.6M |
R REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | 10.07% | $39.9M | 469,127 | $61.83 | $84.97 | +$766.2K |
B BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 9.72% | $38.5M | 492,636 | $84.50 | $78.09 | +$994.9K |
I IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 8.90% | $35.2M | 96,416 | $111.65 | $365.48 | +$965.7K |
M MSFT | MICROSOFT | 3.06% | $12.1M | 23,393 | $44.09 | $517.95 | -$222.5K |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+5.0%
SERVICES-PREPACKAGED SOFTWARE
+4.9%
PETROLEUM REFINING
+4.4%
SERVICES-BUSINESS SERVICES, NEC
+4.1%
INVESTMENT ADVICE
+2.8%
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