Franklin, Parlapiano, Turner & Welch, LLC
CIK 1707856 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- VOO16.21%
- BIV10.13%
- REZ9.34%
- IWB8.77%
- EXMOC3.19%
- MSFT3.07%
- INTC2.85%
- HUBB2.73%
- HLI2.63%
- V2.59%
Share classes counted separately61.51%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $56.57M | 16.21% | 129.50K shares | — | ↗▾ | |
| 02 | BIVVANGUARD INTERMEDIATE-TERM BETF View history and evidence | $35.33M | 10.13% | 462.60K shares | — | ↗▾ | |
| 03 | REZISHARS RES AND MULTI REALESETF View history and evidence | $32.58M | 9.34% | 443.08K shares | — | ↗▾ | |
| 04 | IWBISHARES RUSSELL 1000 ETFETF View history and evidence | $30.61M | 8.77% | 116.70K shares | — | ↗▾ | |
| 05 | EXMOCEXXON MOBIL CORPStock View history and evidence | $11.13M | 3.19% | 111.29K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORPStock View history and evidence | $10.72M | 3.07% | 28.50K shares | — | ↗▾ | |
| 07 | INTCINTEL CORPStock View history and evidence | $9.96M | 2.85% | 198.18K shares | — | ↗▾ | |
| 08 | HUBBHUBBELL INCStock View history and evidence | $9.51M | 2.73% | 28.92K shares | — | ↗▾ | |
| 09 | HLIHOULIHAN LOKEY INCStock View history and evidence | $9.16M | 2.63% | 76.40K shares | — | ↗▾ | |
| 10 | VVISA INC-CLASS A SHARESStock View history and evidence | $9.03M | 2.59% | 34.67K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MTW MANITOWOC COMPANY INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1707856 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 26, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 348877055
}Research all 51 reported holdings.
This page includes 30 of 51 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 51 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1707856","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1707856","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.