Notify me when Franklin, Parlapiano, Turner & Welch, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 52 | $402,682,389 | +$2,502,254 | -$10,547,713 | -$8,045,459 | VOO, REZ, BIV, IWB, RTX | 13F-HR | 22 Jan 2026, 10:17 |
| Q3 2025 | 53 | $395,722,961 | +$2,184,889 | -$7,839,495 | -$5,654,606 | VOO, REZ, BIV, IWB, MSFT | 13F-HR | 23 Oct 2025, 11:51 |
| Q2 2025 | 51 | $382,953,984 | +$5,135,955 | -$2,812,273 | +$2,323,682 | VOO, REZ, BIV, IWB, MSFT | 13F-HR | 25 Jul 2025, 11:26 |
| Q1 2025 | 50 | $370,779,539 | +$10,774,776 | -$12,239,532 | -$1,464,756 | VOO, REZ, BIV, IWB, V | 13F-HR | 25 Apr 2025, 14:29 |
| Q4 2024 | 50 | $369,509,212 | +$7,457,736 | -$13,310,660 | -$5,852,924 | VOO, REZ, BIV, IWB, MSFT | 13F-HR | 23 Jan 2025, 11:21 |
| Q3 2024 | 53 | $387,017,133 | +$2,761,846 | -$2,882,280 | -$120,434 | VOO, REZ, BIV, IWB, XOM | 13F-HR | 22 Oct 2024, 15:11 |
| Q2 2024 | 50 | $360,457,524 | +$5,232,022 | -$8,018,351 | -$2,786,329 | VOO, REZ, BIV, IWB, MSFT | 13F-HR | 31 Jul 2024, 14:28 |
| Q1 2024 | 51 | $363,749,602 | +$10,881,483 | -$12,162,715 | -$1,281,232 | VOO, BIV, REZ, IWB, HUBB | 13F-HR | 02 May 2024, 15:24 |
| Q4 2023 | 51 | $348,877,055 | +$4,676,476 | -$5,624,081 | -$947,605 | VOO, BIV, REZ, IWB, XOM | 13F-HR | 26 Jan 2024, 14:48 |
| Q3 2023 | 49 | $322,233,092 | +$2,965,183 | -$3,998,102 | -$1,032,919 | VOO, BIV, REZ, IWB, XOM | 13F-HR | 31 Oct 2023, 11:13 |
| Q2 2023 | 49 | $337,084,706 | +$19,589,076 | -$14,764,927 | +$4,824,149 | VOO, BIV, REZ, IWB, XOM | 13F-HR | 21 Jul 2023, 10:35 |
| Q1 2023 | 47 | $314,225,540 | +$25,154,480 | -$26,367,377 | -$1,212,897 | IWB, VOO, BIV, REZ, XOM | 13F-HR | 02 May 2023, 14:28 |
| Q4 2022 | 48 | $304,840,126 | +$17,987,394 | -$17,931,106 | +$56,288 | IWB, BIV, REZ, VOO, XOM | 13F-HR | 31 Jan 2023, 16:47 |
| Q3 2022 | 46 | $280,974,000 | +$4,735,511 | -$2,834,159 | +$1,901,352 | IWB, BIV, REZ, XOM, HUBB | 13F-HR | 03 Nov 2022, 10:42 |
| Q2 2022 | 47 | $296,109,000 | +$6,668,384 | -$7,555,648 | -$887,264 | IWB, BIV, REZ, XOM, JNJ | 13F-HR | 20 Jul 2022, 09:53 |
| Q1 2022 | 52 | $336,282,000 | +$17,549,723 | -$27,224,372 | -$9,674,649 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 02 May 2022, 17:05 |
| Q4 2021 | 51 | $348,143,000 | +$5,985,467 | -$2,632,046 | +$3,353,421 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 21 Jan 2022, 14:52 |
| Q3 2021 | 51 | $318,511,000 | +$3,604,412 | -$5,649,916 | -$2,045,504 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 21 Oct 2021, 17:25 |
| Q2 2021 | 49 | $323,537,000 | +$8,942,432 | -$3,059,490 | +$5,882,942 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 30 Jul 2021, 14:18 |
| Q1 2021 | 49 | $297,492,000 | +$14,187,526 | -$9,889,302 | +$4,298,224 | IWB, BIV, REZ, XOM, EXPD | 13F-HR | 05 May 2021, 11:29 |
| Q4 2020 | 48 | $275,954,000 | +$10,845,231 | -$5,525,264 | +$5,319,967 | IWB, BIV, REZ, XOM, DIS | 13F-HR | 22 Jan 2021, 16:01 |
| Q3 2020 | 45 | $247,705,000 | +$4,518,392 | -$5,815,409 | -$1,297,017 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 30 Oct 2020, 11:59 |
| Q2 2020 | 44 | $241,929,000 | +$6,627,921 | -$13,135,931 | -$6,508,010 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 21 Jul 2020, 16:15 |
| Q1 2020 | 43 | $213,750,000 | +$18,497,372 | -$21,445,764 | -$2,948,392 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 28 Apr 2020, 16:43 |
| Q4 2019 | 45 | $265,384,000 | +$3,280,009 | -$5,804,000 | -$2,523,991 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 29 Jan 2020, 16:41 |
| Q3 2019 | 44 | $257,028,000 | +$5,091,599 | -$6,003,049 | -$911,450 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 01 Nov 2019, 15:57 |
| Q2 2019 | 44 | $255,363,000 | +$1,766,354 | -$8,456,331 | -$6,689,977 | IWB, BIV, REZ, XOM, MSFT | 13F-HR | 08 Aug 2019, 11:49 |
| Q1 2019 | 46 | $253,533,000 | +$4,067,821 | -$3,834,360 | +$233,461 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 08 May 2019, 11:43 |
| Q4 2018 | 45 | $227,450,000 | +$6,834,716 | -$5,467,165 | +$1,367,551 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 01 Feb 2019, 15:55 |
| Q3 2018 | 46 | $250,460,000 | +$2,597,717 | -$9,541,248 | -$6,943,531 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 01 Nov 2018, 11:16 |
| Q2 2018 | 46 | $242,606,000 | +$2,936,090 | -$3,955,159 | -$1,019,069 | IWB, BIV, REZ, XOM, COP | 13F-HR | 25 Jul 2018, 17:43 |
| Q1 2018 | 44 | $234,638,000 | +$1,216,519 | -$4,443,977 | -$3,227,458 | IWB, BIV, REZ, XOM, COP | 13F-HR | 17 Apr 2018, 17:10 |
| Q4 2017 | 45 | $244,197,000 | +$4,717,524 | -$2,641,289 | +$2,076,235 | IWB, BIV, XOM, REZ, VEU | 13F-HR | 23 Jan 2018, 17:30 |
| Q3 2017 | 46 | $232,935,000 | +$9,614,467 | -$605,894 | +$9,008,573 | IWB, BIV, XOM, REZ, VEU | 13F-HR | 30 Oct 2017, 10:45 |
| Q2 2017 | 46 | $218,799,000 | +$6,213,707 | -$7,640,745 | -$1,427,038 | IWB, BIV, XOM, REZ, VEU | 13F-HR | 17 Jul 2017, 11:00 |
| Q1 2017 | 125 | $215,340,000 | +$14,373,881 | -$6,113,172 | +$8,260,709 | IWB, BIV, REZ, XOM, COP | 13F-HR | 31 May 2017, 15:04 |
| Q4 2016 | 124 | $201,426,000 | +$6,518,199 | -$1,649,327 | +$4,868,872 | IWB, BIV, XOM, REZ, COP | 13F-HR | 31 May 2017, 17:10 |
| Q3 2016 | 174 | $196,708,000 | +$9,130,704 | -$1,522,703 | +$7,608,001 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 31 May 2017, 17:16 |
| Q2 2016 | 115 | $187,515,000 | +$8,225,522 | -$7,723,608 | +$501,914 | IWB, BIV, XOM, REZ, VEU | 13F-HR | 31 May 2017, 17:21 |
| Q1 2016 | 121 | $181,564,000 | +$16,837,069 | -$8,461,489 | +$8,375,580 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 31 May 2017, 17:26 |
| Q4 2015 | 127 | $168,960,000 | +$12,677,658 | -$1,235,196 | +$11,442,462 | IWB, BIV, REZ, XOM, VEU | 13F-HR | 31 May 2017, 17:33 |
| Q3 2015 | 110 | $152,114,000 | +$14,901,419 | -$4,870,951 | +$10,030,468 | IWB, REZ, XOM, BIV, VEU | 13F-HR | 31 May 2017, 17:36 |
| Q2 2015 | 44 | $151,175,000 | +$6,951,050 | -$2,890,673 | +$4,060,377 | IWB, XOM, REZ, VEU, IWM | 13F-HR | 31 May 2017, 17:44 |
| Q1 2015 | 43 | $149,019,000 | +$4,710,141 | -$3,021,642 | +$1,688,499 | IWB, REZ, XOM, VEU, IWM | 13F-HR | 31 May 2017, 17:47 |
| Q4 2014 | 45 | $149,465,000 | +$6,494,797 | -$1,866,052 | +$4,628,745 | IWB, XOM, REZ, VEU, IWM | 13F-HR | 02 Jun 2017, 14:40 |
| Q3 2014 | 45 | $139,466,000 | +$7,766,200 | -$5,138,822 | +$2,627,378 | IWB, XOM, REZ, VEU, IWM | 13F-HR | 02 Jun 2017, 14:47 |
| Q2 2014 | 44 | $139,901,000 | +$7,066,650 | -$10,760,105 | -$3,693,455 | IWB, XOM, REZ, VEU, IWM | 13F-HR | 02 Jun 2017, 14:51 |
| Q1 2014 | 45 | $138,265,000 | +$3,529,560 | -$11,850,852 | -$8,321,292 | IWB, XOM, IWM, REZ, VEU | 13F-HR | 02 Jun 2017, 14:55 |
| Q4 2013 | 46 | $144,787,000 | +$4,109,582 | -$5,449,870 | -$1,340,288 | XOM, IWB, IWM, REZ, VEU | 13F-HR | 05 Jun 2017, 14:38 |
| Q3 2013 | 47 | $136,457,000 | +$18,777,980 | -$3,209,550 | +$15,568,430 | XOM, IWB, IWM, REZ, VEU | 13F-HR | 05 Jun 2017, 14:41 |
| Q2 2013 | 43 | $117,361,000 | +$3,560,803 | -$5,954,511 | -$2,393,708 | IWB, XOM, IWM, REZ, VEU | 13F-HR | 05 Jun 2017, 14:43 |
| Q1 2013 | 48 | $119,414,000 | +$8,052,310 | -$5,690,864 | +$2,361,446 | IWB, XOM, IWM, REZ, EFA | 13F-HR | 05 Jun 2017, 14:45 |
| Q4 2012 | 48 | $108,176,000 | $0 | $0 | $0 | XOM, IWB, IWM, REZ, EFA | 13F-HR | 06 Jun 2017, 15:43 |