Franklin, Parlapiano, Turner & Welch, LLC
CIK 1707856 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- VOO17.49%
- REZ10.21%
- BIV9.76%
- IWB9.12%
- MSFT2.81%
- HLI2.77%
- EXMOC2.75%
- V2.73%
- HUBB2.69%
- WEC2.38%
Share classes counted separately62.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- REZWeight decreased · -0.71 pp10.92% → 10.21%Shares -10.31K (-2.17%)
- VOOWeight increased · +0.57 pp16.92% → 17.49%Shares -4.12K (-3.32%)
- VWeight increased · +0.42 pp2.31% → 2.73%Shares -543 (-1.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $64.65M | 17.49% | 119.98K shares | 16.92% → 17.49%+0.57 pp -4.12K (-3.32%) | Reduced | ↗▾ |
| 02 | REZISHARS RES AND MULTI REALESETF View history and evidence | $37.72M | 10.21% | 465.51K shares | 10.92% → 10.21%-0.71 pp -10.31K (-2.17%) | Reduced | ↗▾ |
| 03 | BIVVANGUARD INTERMEDIATE-TERM BETF View history and evidence | $36.07M | 9.76% | 482.69K shares | 9.62% → 9.76%+0.14 pp +7.73K (+1.63%) | Added | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFETF View history and evidence | $33.71M | 9.12% | 104.65K shares | 8.79% → 9.12%+0.33 pp -3.54K (-3.28%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORPStock View history and evidence | $10.39M | 2.81% | 24.66K shares | 2.77% → 2.81%+0.04 pp -217 (-0.87%) | Reduced | ↗▾ |
| 06 | HLIHOULIHAN LOKEY INCStock View history and evidence | $10.23M | 2.77% | 58.91K shares | 2.68% → 2.77%+0.09 pp -6.82K (-10.38%) | Reduced | ↗▾ |
| 07 | EXMOCEXXON MOBIL CORPStock View history and evidence | $10.16M | 2.75% | 94.49K shares | 2.84% → 2.75%-0.09 pp +812 (+0.87%) | Added | ↗▾ |
| 08 | VVISA INC-CLASS A SHARESStock View history and evidence | $10.10M | 2.73% | 31.95K shares | 2.31% → 2.73%+0.42 pp -543 (-1.67%) | Reduced | ↗▾ |
| 09 | HUBBHUBBELL INCStock View history and evidence | $9.93M | 2.69% | 23.71K shares | 2.74% → 2.69%-0.05 pp -1.08K (-4.37%) | Reduced | ↗▾ |
| 10 | WECWEC ENERGY GROUP INCStock View history and evidence | $8.80M | 2.38% | 93.56K shares | 2.38% → 2.38%+0.00 pp -2.14K (-2.23%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTC INTEL CORP | Non-derivative | -213,629 | -$5.01M | SEC filing ↗ | SEC filing ↗ |
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -387 | -$222.04K | SEC filing ↗ | SEC filing ↗ |
| GE GENERAL ELECTRIC | Non-derivative | -1,124 | -$211.96K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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, 2024
Data loaded Sep 23, 2026 · First reported Jan 23, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 369509212
}Research all 50 reported holdings.
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