Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2024) → Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (From InvestorPlace) (Ad) About Franklin, Parlapiano, Turner & Welch, LLCInvestment ActivityFranklin, Parlapiano, Turner & Welch, LLC has $363.75 million in total holdings as of March 31, 2024.Franklin, Parlapiano, Turner & Welch, LLC owns shares of 51 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 3.34% of the portfolio was sold this quarter.This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 51 new stocks and bought additional shares in 15 stocks.Franklin, Parlapiano, Turner & Welch, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $61,626,024Vanguard Intermediate-Term Bond ETF $34,990,447iShares Residential and Multisector Real Estate ETF $33,084,211iShares Russell 1000 ETF $33,078,577Hubbell $11,601,294 Largest New Holdings this Quarter WEC Energy Group $7,822,176 HoldingNVIDIA $291,850 Holding Largest Purchases this Quarter WEC Energy Group 95,253 shares (about $7.82M)iShares Residential and Multisector Real Estate ETF 15,972 shares (about $1.15M)Walmart 6,420 shares (about $386.29K)Air Products and Chemicals 1,360 shares (about $329.50K)NVIDIA 323 shares (about $291.85K) Largest Sales this Quarter Exxon Mobil 12,490 shares (about $1.45M)Vanguard S&P 500 ETF 1,304 shares (about $626.84K)iShares Russell 1000 ETF 1,859 shares (about $535.45K)Microsoft 1,076 shares (about $452.72K)Hubbell 967 shares (about $401.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFranklin, Parlapiano, Turner & Welch, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$61,626,024$626,841 ▼-1.0%128,19916.9%ETFBIVVanguard Intermediate-Term Bond ETF$34,990,447$110,235 ▲0.3%464,0639.6%ETFREZiShares Residential and Multisector Real Estate ETF$33,084,211$1,151,104 ▲3.6%459,0569.1%ETFIWBiShares Russell 1000 ETF$33,078,577$535,453 ▼-1.6%114,8439.1%ETFHUBBHubbell$11,601,294$401,376 ▼-3.3%27,9503.2%Industrial ProductsMSFTMicrosoft$11,540,573$452,720 ▼-3.8%27,4293.2%Computer and TechnologyXOMExxon Mobil$11,484,197$1,451,857 ▼-11.2%98,7963.2%Oils/EnergyVVisa$9,570,433$106,893 ▼-1.1%34,2912.6%Business ServicesHLIHoulihan Lokey$9,562,146$232,029 ▼-2.4%74,5922.6%FinanceCNICanadian National Railway$8,453,452$32,928 ▲0.4%64,1812.3%TransportationINTCIntel$8,355,089$398,724 ▼-4.6%189,1572.3%Computer and TechnologyPGProcter & Gamble$8,293,545$28,232 ▲0.3%51,1152.3%Consumer StaplesACNAccenture$8,236,701$131,374 ▼-1.6%23,7622.3%Business ServicesRTXRTX$8,142,948$51,496 ▲0.6%83,4912.2%AerospaceEXPDExpeditors International of Washington$8,010,625$18,114 ▲0.2%65,8922.2%TransportationWECWEC Energy Group$7,822,176$7,822,176 ▲New Holding95,2532.2%UtilitiesPEPPepsiCo$7,576,323$72,981 ▲1.0%43,2902.1%Consumer StaplesHONHoneywell International$7,561,432$68,966 ▲0.9%36,8392.1%Multi-Sector ConglomeratesPSAPublic Storage$7,546,435$80,929 ▲1.1%26,0162.1%FinanceJNJJohnson & Johnson$7,464,464$51,413 ▲0.7%47,1862.1%MedicalNVSNovartis$7,331,057$28,245 ▼-0.4%75,7882.0%MedicalBDXBecton, Dickinson and Company$7,326,195$124,223 ▲1.7%29,6062.0%MedicalMDTMedtronic$7,317,432$69,285 ▲1.0%83,9632.0%MedicalAPDAir Products and Chemicals$6,915,114$329,499 ▲5.0%28,5421.9%Basic MaterialsPSXPhillips 66$5,170,854$191,761 ▲3.9%31,6571.4%Oils/EnergyIVViShares Core S&P 500 ETF$4,388,7940.0%8,3481.2%ETFIWMiShares Russell 2000 ETF$3,360,6400.0%15,9800.9%FinanceVVVanguard Large-Cap ETF$2,161,4360.0%9,0150.6%ETFIJRiShares Core S&P Small-Cap ETF$2,068,8240.0%18,7190.6%ETFCOPConocoPhillips$2,011,2030.0%15,8010.6%Oils/EnergyAAPLApple$1,852,8410.0%10,8050.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,330,6730.0%3,9480.4%ETFEFAiShares MSCI EAFE ETF$1,189,3550.0%14,8930.3%FinanceVBVanguard Small-Cap ETF$764,6340.0%3,3450.2%ETFVNQVanguard Real Estate ETF$743,2960.0%8,5950.2%ETFEEMiShares MSCI Emerging Markets ETF$692,157$42,148 ▼-5.7%16,8490.2%FinanceWMTWalmart$579,437$386,291 ▲200.0%9,6300.2%Retail/WholesaleCLColgate-Palmolive$543,7220.0%6,0380.1%Consumer StaplesLLYEli Lilly and Company$462,1080.0%5940.1%MedicalLYBLyondellBasell Industries$405,4380.0%3,9640.1%Basic MaterialsABBVAbbVie$391,6970.0%2,1510.1%MedicalGOOGLAlphabet$383,3620.0%2,5400.1%Computer and TechnologyAMZNAmazon.com$342,542$25,434 ▼-6.9%1,8990.1%Retail/WholesaleCVXChevron$296,5510.0%1,8800.1%Oils/EnergyNVDANVIDIA$291,850$291,850 ▲New Holding3230.1%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$273,055$23,485 ▼-7.9%2,3370.1%ETFIWDiShares Russell 1000 Value ETF$265,978$101,734 ▼-27.7%1,4850.1%ETFABTAbbott Laboratories$240,7320.0%2,1180.1%MedicalMCDMcDonald's$234,5820.0%8320.1%Retail/WholesaleACWXiShares MSCI ACWI ex U.S. ETF$209,8230.0%3,9300.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$203,128$23,767 ▼-10.5%4,8630.1%ETFCSCOCisco Systems$0$7,348,860 ▼-100.0%00.0%Computer and TechnologyBHPBHP Group$0$231,776 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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