Franklin, Parlapiano, Turner & Welch, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter (Q1) and second quarter (Q2) of 2023 have brought significant changes in the holdings of Franklin, Parlapiano, Turner & Welch, LLC. Let's take a closer look at the shifts in holdings for some of the major funds.

VANGUARD S&P 500 ETF (VOO):

In Q1 2023, Franklin, Parlapiano, Turner & Welch, LLC held 91,645 shares of VOO, with a value of $34,464,000. However, in Q2 2023, their holdings increased to 127,708 shares, with a value of $52,012,000. This represents a significant increase of 50.9% in holdings value.

VANGUARD INTERMEDIATE-TERM BOND ETF (BIV):

The holdings for BIV remained relatively stable between Q1 and Q2 2023. In Q1, Franklin, Parlapiano, Turner & Welch, LLC held 442,090 shares, valued at $33,925,000. In Q2, their holdings increased slightly to 454,553 shares, valued at $34,195,000, representing a marginal increase of 0.8%.

ISHARES FTSE NAREIT RESID PLUS CP IDX (REZ):

Franklin, Parlapiano, Turner & Welch, LLC showed an increase in holdings for REZ between Q1 and Q2 2023. In Q1, they held 402,871 shares, with a value of $28,450,000. In Q2, their holdings rose to 421,524 shares, valued at $30,885,000. This represents a growth of 8.6% in holdings value.

ISHARES TR RUSSELL 1000 INDEX ETF (IWB):

There was a notable decrease in holdings for IWB between Q1 and Q2 2023. In Q1, Franklin, Parlapiano, Turner & Welch, LLC held 178,236 shares, valued at $40,144,000. However, in Q2, their holdings decreased to 124,512 shares, with a value of $30,348,000. This represents a decrease of 24.4% in holdings value.

EXXON MOBIL CORP COM (XOM):

Franklin, Parlapiano, Turner & Welch, LLC showed a slight decrease in holdings for XOM between Q1 and Q2 2023. In Q1, they held 101,775 shares, valued at $11,160,000. In Q2, their holdings decreased slightly to 101,181 shares, valued at $10,851,000. This represents a decrease of 2.8% in holdings value.

MICROSOFT (MSFT):

There was a significant increase in holdings for MSFT between Q1 and Q2 2023. In Q1, Franklin, Parlapiano, Turner & Welch, LLC held 31,930 shares, valued at $9,205,000. However, in Q2, their holdings increased to 31,806 shares, valued at $10,831,000. This represents an impressive increase of 17.7% in holdings value.

HUBBELL INC COM (HUBB):

Franklin, Parlapiano, Turner & Welch, LLC exhibited an increase in holdings for HUBB between Q1 and Q2 2023. In Q1, they held 32,598 shares, with a value of $7,931,000. In Q2, their holdings rose to 32,433 shares, valued at $10,753,000. This represents a growth of 35.6% in holdings value.

VISA INC (V):

The holdings for V increased slightly between Q1 and Q2 2023. In Q1, Franklin, Parlapiano, Turner & Welch, LLC held 36,005 shares, valued at $8,117,000. In Q2, their holdings increased to 36,140 shares, valued at $8,582,000, representing a marginal increase of 5.7%.

AIR PRODS & CHEMS INC COM (APD):

Franklin, Parlapiano, Turner & Welch, LLC showed a modest increase in holdings for APD between Q1 and Q2 2023. In Q1, they held 27,282 shares, with a value of $7,835,000. In Q2, their holdings increased to 27,361 shares, valued at $8,195,000. This represents a growth of 4.6% in holdings value.

EXPEDITORS INTL WASH INC COM (EXPD):

There was a slight increase in holdings for EXPD between Q1 and Q2 2023. In Q1, Franklin, Parlapiano, Turner & Welch, LLC held 67,305 shares, valued at $7,411,000. In Q2, their holdings increased slightly to 67,465 shares, valued at $8,172,000, representing an increase of 10.3% in holdings value.

These are just a few examples of the changes in holdings for Franklin, Parlapiano, Turner & Welch, LLC between Q1 and Q2 2023. The data provides insight into the adjustments made by the company in their portfolio during this period. It's important for investors and analysts to keep track of such changes to understand the investment strategies employed by these financial institutions.