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The Future of Investment: A Look at Franklin, Parlapiano, Turner & Welch, LLC's Q4 2022 vs. Q1 2023 Holdings

Ava Hoppe | 7 May, 2023

In the fast-paced world of investment, change is the only constant. The market is always evolving, and investors must be ready to adapt to new trends and technologies. One way investors stay ahead of the curve is through 13F filings. By analyzing these filings, we can get a glimpse into the latest moves made by top firms such as Franklin, Parlapiano, Turner & Welch, LLC. In this article, we will examine the changes in their Q4 2022 vs. Q1 2023 holdings and what it could mean for the future of investment.

First, let's take a look at Franklin, Parlapiano, Turner & Welch, LLC and their investment strategy. This investment firm believes in a long-term, value-oriented approach to investment. They seek to invest in high-quality businesses with strong competitive advantages and compelling valuations. Additionally, they look for companies with excellent management teams and sustainable business models.

Now, let's dive into their Q4 2022 vs. Q1 2023 holdings. One of the biggest changes in their portfolio is their investment in Vanguard S&P 500 ETF (VOO). Their holdings in VOO increased from 47,399 shares to 91,645 shares, with a value increase from $16.653 million to $34.464 million, a significant increase of 107% in value. This uptick in investment could be attributed to their continued faith in the US stock market's performance in the coming years.

Another notable change in their holdings is their increased investment in Intel Corp (INTC). They now hold 207,440 shares in Intel Corp, which is an increase of 27.5%. This move could be linked to the recent global chip shortage, leading to a possible increase in the value of the company.

On the other hand, we also saw some reductions in their holdings. Their investment in Procter & Gamble Co (PG), which ranks as one of their top holdings, decreased from 51,118 shares to 51,279 shares. The value decreased from $7.747 million to $7.624 million, a 1.6% drop. This decrease could be attributed to the company's flattening growth rate, leading to a decrease in its value in the eyes of investors.

Lastly, it's worth mentioning that Franklin, Parlapiano, Turner & Welch, LLC filed a new investment in Accenture Ltd Bermuda (ACN). They now hold 23,745 shares in the company. This new investment could possibly lead to long-term gains for the investment firm.

In conclusion, Franklin, Parlapiano, Turner & Welch, LLC's Q4 2022 vs. Q1 2023 holdings reflect the dynamic nature of the investment world. By staying true to their investment philosophy of seeking out value-oriented businesses with strong competitive advantages and sustainable business models, they were able to make significant gains in certain areas while reducing holdings in others in anticipation of flattening growth rates. As the market continues to evolve, we can expect investment firms like Franklin, Parlapiano, Turner & Welch, LLC to stay nimble and adapt to the ever-changing landscape.

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