The Analysis of Franklin, Parlapiano, Turner & Welch, LLC's Holdings
Currently, Franklin, Parlapiano, Turner & Welch, LLC holds 52 types of securities in its portfolio with a total value $402.7M. In the most recent quarter, they have increased their positions in N/A (+1.9K shares, valued at $547.8K), REZ (+5.3K shares, valued at $458.2K), MMC (+1.7K shares, valued at $310.3K); decreased their positions in N/A (-5.0K shares, valued at $3.2M), PSX (-8.8K shares, valued at $1.2M), RTX (-5.2K shares, valued at $1.1M); initiated new positions in CVX (+1.3K shares, valued at $213.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
REZ ISHARES FTSE NAREIT RESID PLUS CP IDX474.4K shares1.13%2025-12-312026-01-22
BIV VANGUARD INTERMEDIATE-TERM BOND ETF484.0K shares-1.75%2025-12-312026-01-22 IWB ISHARES TR RUSSELL 1000 INDEX ETF95.0K shares-1.51%2025-12-312026-01-22 RTX RTX CORPORATION COM61.1K shares-7.86%2025-12-312026-01-22 XOM EXXON MOBIL CORP COM87.2K shares-1.40%2025-12-312026-01-22 EXPD EXPEDITORS INTL WASH INC COM65.7K shares-1.32%2025-12-312026-01-22 JNJ JOHNSON & JOHNSON COM48.1K shares-2.54%2025-12-312026-01-22 MSFT MICROSOFT22.7K shares-3.14%2025-12-312026-01-22 NVS NOVARTIS AG ADR70.5K shares-4.69%2025-12-312026-01-22 HLI HOULIHAN LOKEY INC CL A52.1K shares-3.66%2025-12-312026-01-22 V VISA INC27.9K shares-1.91%2025-12-312026-01-22 BDX BECTON DICKINSON & CO COM38.2K shares1.98%2025-12-312026-01-22 PSA PUBLIC STORAGE OPER CO COM26.3K shares2.15%2025-12-312026-01-22 APD AIR PRODS & CHEMS INC COM28.8K shares1.75%2025-12-312026-01-22 PEP PEPSICO INC COM52.0K shares1.42%2025-12-312026-01-22 CNI CANADIAN NATIONAL RAILWAY CO75.1K shares2.80%2025-12-312026-01-22 PG PROCTER & GAMBLE CO COM50.2K shares-0.43%2025-12-312026-01-22 MMC MARSH COM36.2K shares4.94%2025-12-312026-01-22 CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD35.5K shares3.31%2025-12-312026-01-22 IVV ISHARES S&P 500 INDEX7.4K shares-9.19%2025-12-312026-01-22 IWM ISHARES RUSSELL 2000 ETF15.4K shares-0.81%2025-12-312026-01-22 PSX PHILLIPS 6623.7K shares-26.98%2025-12-312026-01-22 COP CONOCOPHILLIPS COM31.9K shares-2.81%2025-12-312026-01-22 VV VANGUARD LARGE CAP8.8K shares0.00%2025-12-312026-01-22 AAPL APPLE INC10.6K shares0.00%2025-12-312026-01-22 IJR ISHARES S&P SMALLCAP 600 ETF18.2K shares0.00%2025-12-312026-01-22 IWF ISHARES RUSSELL 1000 GROWTH ETF4.0K shares0.00%2025-12-312026-01-22 EFA ISHARES MSCI EAFE ETF14.4K shares0.00%2025-12-312026-01-22 WMT WALMART INC COM9.5K shares-1.53%2025-12-312026-01-22 VB VANGUARD SMALL CAP ETF3.3K shares0.00%2025-12-312026-01-22 NVDA NVIDIA CORPORATION COM4.6K shares-11.99%2025-12-312026-01-22 GOOGLE INC GOOGLE INC2.5K shares0.00%2025-12-312026-01-22 EEM ISHARES MSCI EMERGING MARKETS ETF14.2K shares0.00%2025-12-312026-01-22 VNQ VANGUARD REIT INDEX ETF8.6K shares0.00%2025-12-312026-01-22 LLY ELI LILLY & CO COM594 shares0.00%2025-12-312026-01-22 CL COLGATE PALMOLIVE CO COM6.0K shares0.00%2025-12-312026-01-22 ABBV ABBVIE INC COM2.2K shares0.00%2025-12-312026-01-22 AMZN AMAZON.COM INC1.8K shares0.00%2025-12-312026-01-22 VSS VANGUARD FTSE ALL WORLD EX-US ETF2.3K shares0.00%2025-12-312026-01-22 IWD ISHARES RUSSELL 1000 VALUE ETF1.5K shares0.00%2025-12-312026-01-22 CAT CATERPILLAR INC COM500 shares0.00%2025-12-312026-01-22 ACWX ISHARES MSCI ACWI EX US3.9K shares0.00%2025-12-312026-01-22 ABT ABBOTT LABS COM2.1K shares0.00%2025-12-312026-01-22 MCD MCDONALDS CORP COM832 shares0.00%2025-12-312026-01-22 JPM JPMORGAN CHASE & CO. COM741 shares0.00%2025-12-312026-01-22 CVX CHEVRON CORP NEW COM1.3K sharesnew addition2025-12-312026-01-22 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available