- New Purchases: EXPD, TREC,
- Added Positions: XOM, REZ, INTC, APD, RTX, MKC, NVS, BDX, PSX, PEP, CSCO, PG, CVS, JNJ, PSA, V, MDT, CNI,
- Reduced Positions: IWB, WBT, IWD, HON, COP,
- Sold Out: DIS,
For the details of Franklin, Parlapiano, Turner & Welch, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/franklin%2C+parlapiano%2C+turner+%26+welch%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Franklin, Parlapiano, Turner & Welch, LLC- iShares Russell 1000 ETF (IWB) - 278,838 shares, 20.98% of the total portfolio. Shares reduced by 2.25%
- Vanguard Intermediate-Term Bond ETF (BIV) - 300,192 shares, 8.95% of the total portfolio. Shares added by 0.53%
- iShares Residential and Multisector Real Estate ET (REZ) - 351,931 shares, 8.75% of the total portfolio. Shares added by 2.37%
- Exxon Mobil Corp (XOM) - 348,197 shares, 6.53% of the total portfolio. Shares added by 8.97%
- Expeditors International of Washington Inc (EXPD) - 79,070 shares, 2.86% of the total portfolio. New Position
Franklin, Parlapiano, Turner & Welch, LLC initiated holding in Expeditors International of Washington Inc. The purchase prices were between $89.52 and $108.4, with an estimated average price of $96.27. The stock is now traded at around $113.630000. The impact to a portfolio due to this purchase was 2.86%. The holding were 79,070 shares as of 2021-03-31.
New Purchase: Trecora Resources (TREC)Franklin, Parlapiano, Turner & Welch, LLC initiated holding in Trecora Resources. The purchase prices were between $6.31 and $8.01, with an estimated average price of $7.28. The stock is now traded at around $7.585000. The impact to a portfolio due to this purchase was 0.04%. The holding were 15,369 shares as of 2021-03-31.
Sold Out: The Walt Disney Co (DIS)Franklin, Parlapiano, Turner & Welch, LLC sold out a holding in The Walt Disney Co. The sale prices were between $163.03 and $201.91, with an estimated average price of $184.47.
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