Welch Group
Latest statistics and disclosures from Welch Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, JPM, RTX, ABBV, and represent 18.19% of Welch Group's stock portfolio.
- Added to shares of these 10 stocks: PANW (+$7.9M), GIS, PFE, LMT, CL, NEE, QCOM, GLDM, MCD, CVX.
- Started 25 new stock positions in AOS, TRV, PKG, IJS, HUBB, GLDM, FBK, IBIT, TLN, ITW.
- Reduced shares in these 10 stocks: PEP, AFL, BIL, RTX, NVDA, VOO, SCHD, AEM, , SJM.
- Sold out of its positions in AP.WS, BPPTU, EAF, SCHD, SJM, SSBK, WLDN.
- Welch Group was a net buyer of stock by $51M.
- Welch Group has $2.6B in assets under management (AUM), dropping by 7.04%.
- Central Index Key (CIK): 0001443095
Tip: Access up to 7 years of quarterly data
Positions held by Welch Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Welch Group
Welch Group holds 298 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 4.2 | $107M | 207k | 517.95 |
|
|
| Apple Common (AAPL) | 3.8 | $96M | 378k | 254.63 |
|
|
| Jpmorgan Chase & Co. Common (JPM) | 3.5 | $90M | 285k | 315.43 |
|
|
| Rtx Corporation Common (RTX) | 3.4 | $87M | 518k | 167.33 |
|
|
| Abbvie Common (ABBV) | 3.3 | $86M | 371k | 231.54 |
|
|
| International Business Machs Common (IBM) | 3.3 | $85M | 301k | 282.16 |
|
|
| Servisfirst Bancshares Common (SFBS) | 3.1 | $79M | 984k | 80.53 |
|
|
| Southern Common (SO) | 2.9 | $73M | 773k | 94.77 |
|
|
| Home Depot Common (HD) | 2.8 | $73M | 179k | 405.19 |
|
|
| Johnson & Johnson Common (JNJ) | 2.8 | $71M | 383k | 185.42 |
|
|
| Gallagher Arthur J & Co Common (AJG) | 2.7 | $70M | 227k | 309.74 |
|
|
| Chevron Corp Common (CVX) | 2.6 | $66M | 427k | 155.29 |
|
|
| Cisco Sys Common (CSCO) | 2.6 | $66M | 966k | 68.42 |
|
|
| Nextera Energy Common (NEE) | 2.6 | $66M | +2% | 871k | 75.49 |
|
| Lockheed Martin Corp Common (LMT) | 2.5 | $65M | +2% | 131k | 499.21 |
|
| Qualcomm Common (QCOM) | 2.5 | $64M | +2% | 384k | 166.36 |
|
| Mcdonalds Corp Common (MCD) | 2.5 | $64M | 210k | 303.89 |
|
|
| Cincinnati Finl Corp Common (CINF) | 2.5 | $64M | 402k | 158.10 |
|
|
| Emerson Elec Common (EMR) | 2.5 | $63M | 482k | 131.18 |
|
|
| Exxon Mobil Corp Common (XOM) | 2.4 | $61M | 544k | 112.75 |
|
|
| Truist Finl Corp Common (TFC) | 2.3 | $60M | 1.3M | 45.72 |
|
|
| Colgate Palmolive Common (CL) | 2.1 | $55M | +3% | 686k | 79.94 |
|
| Procter And Gamble Common (PG) | 2.1 | $53M | +2% | 345k | 153.65 |
|
| Consolidated Edison Common (ED) | 2.1 | $53M | 523k | 100.52 |
|
|
| Paychex Common (PAYX) | 2.0 | $52M | 406k | 126.76 |
|
|
| Verizon Communications Common (VZ) | 2.0 | $51M | 1.2M | 43.95 |
|
|
| Pfizer Common (PFE) | 2.0 | $51M | +4% | 2.0M | 25.48 |
|
| Texas Instrs Common (TXN) | 1.8 | $47M | 257k | 183.73 |
|
|
| Kimberly-clark Corp Common (KMB) | 1.8 | $47M | +2% | 376k | 124.34 |
|
| Pepsico Common (PEP) | 1.8 | $46M | -9% | 330k | 140.44 |
|
| General Mls Common (GIS) | 1.6 | $42M | +5% | 822k | 50.42 |
|
| Nvidia Corporation Common (NVDA) | 1.3 | $34M | 182k | 186.58 |
|
|
| Caterpillar Common (CAT) | 0.8 | $19M | +2% | 41k | 477.15 |
|
| Oracle Corp Common (ORCL) | 0.7 | $19M | +2% | 67k | 281.24 |
|
| Coca Cola Common (KO) | 0.7 | $18M | +3% | 269k | 66.32 |
|
| Alphabet Common (GOOGL) | 0.6 | $16M | 65k | 243.10 |
|
|
| Amazon Common (AMZN) | 0.5 | $14M | +3% | 63k | 219.57 |
|
| Visa Common (V) | 0.5 | $14M | +6% | 40k | 341.38 |
|
| Goldman Sachs Group Common (GS) | 0.5 | $13M | 17k | 796.36 |
|
|
| Ishares Tr Common (IVV) | 0.5 | $12M | +3% | 18k | 669.32 |
|
| Deere & Co Common (DE) | 0.5 | $12M | +2% | 26k | 457.27 |
|
| Meta Platforms Common (META) | 0.5 | $12M | 16k | 734.37 |
|
|
| Advanced Micro Devices Common (AMD) | 0.5 | $12M | 71k | 161.79 |
|
|
| Broadcom Common (AVGO) | 0.4 | $11M | +2% | 33k | 329.91 |
|
| Blackstone Common (BX) | 0.4 | $11M | +2% | 64k | 170.85 |
|
| Tjx Cos Common (TJX) | 0.4 | $11M | +3% | 74k | 144.54 |
|
| Abbott Labs Common (ABT) | 0.4 | $10M | +3% | 78k | 133.94 |
|
| Mastercard Incorporated Common (MA) | 0.4 | $9.1M | +3% | 16k | 568.83 |
|
| Stryker Corporation Common (SYK) | 0.3 | $8.9M | +10% | 24k | 369.67 |
|
| Vulcan Matls Common (VMC) | 0.3 | $8.6M | 28k | 307.62 |
|
|
| Sherwin Williams Common (SHW) | 0.3 | $8.3M | +4% | 24k | 346.26 |
|
| Palo Alto Networks Common (PANW) | 0.3 | $7.9M | NEW | 39k | 203.62 |
|
| Aflac Common (AFL) | 0.3 | $7.3M | -16% | 65k | 111.70 |
|
| Carrier Global Corporation Common (CARR) | 0.3 | $7.0M | +7% | 118k | 59.70 |
|
| Globe Life Common (GL) | 0.3 | $6.8M | 47k | 142.97 |
|
|
| Accenture Plc Ireland Common (ACN) | 0.3 | $6.7M | +17% | 27k | 246.60 |
|
| American Express Common (AXP) | 0.2 | $6.3M | 19k | 332.16 |
|
|
| Target Corp Common (TGT) | 0.2 | $6.2M | +12% | 69k | 89.70 |
|
| Eli Lilly & Co Common (LLY) | 0.2 | $5.7M | +15% | 7.5k | 763.00 |
|
| Vanguard Index Fds Common (VOO) | 0.2 | $5.3M | -5% | 8.7k | 612.38 |
|
| Walmart Common (WMT) | 0.2 | $5.2M | +5% | 51k | 103.06 |
|
| Regions Financial Corp Common (RF) | 0.2 | $4.0M | +10% | 151k | 26.37 |
|
| Spdr S&p 500 Etf Tr Common (SPY) | 0.1 | $3.7M | +10% | 5.6k | 666.23 |
|
| Philip Morris Intl Common (PM) | 0.1 | $3.5M | 22k | 162.20 |
|
|
| Synovus Finl Corp Common (SNV) | 0.1 | $3.3M | 68k | 49.08 |
|
|
| Vanguard Scottsdale Fds Common (VGSH) | 0.1 | $3.2M | +45% | 54k | 58.85 |
|
| Ishares Tr Common (SHY) | 0.1 | $3.2M | +11% | 39k | 82.96 |
|
| Alphabet Common (GOOG) | 0.1 | $3.1M | 13k | 243.54 |
|
|
| Invesco Qqq Tr Common (QQQ) | 0.1 | $3.1M | +5% | 5.1k | 600.32 |
|
| Spdr Gold Tr Common (GLD) | 0.1 | $3.0M | +5% | 8.4k | 355.47 |
|
| Merck & Co Common (MRK) | 0.1 | $2.9M | +2% | 34k | 83.93 |
|
| Altria Group Common (MO) | 0.1 | $2.7M | -2% | 41k | 66.06 |
|
| At&t Common (T) | 0.1 | $2.6M | +10% | 94k | 28.24 |
|
| Mueller Inds Common (MLI) | 0.1 | $2.2M | 22k | 101.11 |
|
|
| Crane Company Common (CR) | 0.1 | $2.0M | 11k | 184.14 |
|
|
| Wells Fargo Common (WFC) | 0.1 | $2.0M | +4% | 23k | 83.82 |
|
| Genuine Parts Common (GPC) | 0.1 | $1.9M | +6% | 14k | 138.60 |
|
| Welltower Common (WELL) | 0.1 | $1.9M | 11k | 178.14 |
|
|
| Republic Svcs Common (RSG) | 0.1 | $1.9M | 8.1k | 229.48 |
|
|
| Modine Mfg Common (MOD) | 0.1 | $1.8M | 13k | 142.16 |
|
|
| Bank New York Mellon Corp Common (BK) | 0.1 | $1.8M | 17k | 108.96 |
|
|
| Aon Common (AON) | 0.1 | $1.8M | 5.1k | 356.58 |
|
|
| Waste Mgmt Inc Del Common (WM) | 0.1 | $1.8M | +21% | 8.3k | 220.82 |
|
| Northrop Grumman Corp Common (NOC) | 0.1 | $1.8M | 2.9k | 609.32 |
|
|
| Graco Common (GGG) | 0.1 | $1.8M | 21k | 84.96 |
|
|
| Costco Whsl Corp Common (COST) | 0.1 | $1.7M | +3% | 1.8k | 925.63 |
|
| Honeywell Intl Common (HON) | 0.1 | $1.6M | +4% | 7.7k | 210.50 |
|
| Bank America Corp Common (BAC) | 0.1 | $1.6M | +8% | 31k | 51.59 |
|
| Duke Energy Corp Common (DUK) | 0.1 | $1.6M | +3% | 13k | 123.75 |
|
| Watts Water Technologies Common (WTS) | 0.1 | $1.5M | 5.4k | 279.28 |
|
|
| Banco Bilbao Vizcaya Argenta Common (BBVA) | 0.1 | $1.5M | +21% | 77k | 19.25 |
|
| Oreilly Automotive Common (ORLY) | 0.1 | $1.4M | 13k | 107.81 |
|
|
| Gatx Corp Common (GATX) | 0.1 | $1.3M | 7.5k | 174.80 |
|
|
| Textron Common (TXT) | 0.1 | $1.3M | 15k | 84.49 |
|
|
| Vanguard Scottsdale Fds Common (VONE) | 0.1 | $1.3M | 4.2k | 302.35 |
|
|
| Tesla Common (TSLA) | 0.0 | $1.3M | 2.9k | 444.72 |
|
|
| Blackrock Common (BLK) | 0.0 | $1.3M | +41% | 1.1k | 1165.92 |
|
| Mondelez Intl Common (MDLZ) | 0.0 | $1.2M | +3% | 20k | 62.47 |
|
| Novartis Common (NVS) | 0.0 | $1.2M | 9.5k | 128.24 |
|
|
| World Gold Tr Common (GLDM) | 0.0 | $1.2M | NEW | 15k | 76.45 |
|
| Disney Walt Common (DIS) | 0.0 | $1.2M | +4% | 10k | 114.50 |
|
| Xylem Common (XYL) | 0.0 | $1.2M | 7.8k | 147.50 |
|
|
| Spdr Series Trust Common (BIL) | 0.0 | $1.1M | -48% | 12k | 91.75 |
|
| Conocophillips Common (COP) | 0.0 | $1.1M | +12% | 12k | 94.59 |
|
| United Cmnty Bks Blairsvle G Common (UCB) | 0.0 | $1.1M | 35k | 31.35 |
|
|
| Netflix Common (NFLX) | 0.0 | $1.1M | 897.00 | 1198.92 |
|
|
| United Rentals Common (URI) | 0.0 | $1.1M | -2% | 1.1k | 954.66 |
|
| Ishares Silver Tr Common (SLV) | 0.0 | $1.1M | -3% | 25k | 42.37 |
|
| Newmont Corp Common (NEM) | 0.0 | $1.0M | 12k | 84.31 |
|
|
| Oneok Common (OKE) | 0.0 | $1.0M | +14% | 14k | 72.97 |
|
| State Str Corp Common (STT) | 0.0 | $1.0M | +3% | 8.7k | 116.01 |
|
| Ishares Tr Common (IVW) | 0.0 | $987k | +57% | 8.2k | 120.72 |
|
| Eaton Corp Common (ETN) | 0.0 | $979k | 2.6k | 374.25 |
|
|
| Vanguard Star Fds Common (VXUS) | 0.0 | $973k | NEW | 13k | 73.46 |
|
| Vanguard Index Fds Common (VTI) | 0.0 | $969k | +21% | 3.0k | 328.12 |
|
| Norfolk Southn Corp Common (NSC) | 0.0 | $965k | +74% | 3.2k | 300.45 |
|
| Vanguard Intl Equity Index F Common (VWO) | 0.0 | $958k | +285% | 18k | 54.18 |
|
| Atlanta Braves Hldgs Common (BATRA) | 0.0 | $954k | 21k | 45.47 |
|
|
| Royal Bk Cda Common (RY) | 0.0 | $943k | 6.4k | 147.32 |
|
|
| Vaneck Etf Trust Common (SMH) | 0.0 | $938k | 2.9k | 326.36 |
|
|
| National Fuel Gas Common (NFG) | 0.0 | $934k | +4% | 10k | 92.37 |
|
| Select Sector Spdr Tr Common (XLK) | 0.0 | $924k | 3.3k | 281.89 |
|
|
| American Elec Pwr Common (AEP) | 0.0 | $922k | 8.2k | 112.51 |
|
|
| Palantir Technologies Common (PLTR) | 0.0 | $921k | +12% | 5.0k | 182.42 |
|
| Chubb Common (CB) | 0.0 | $909k | +20% | 3.2k | 282.25 |
|
| Pacer Fds Tr Common (PTLC) | 0.0 | $907k | 17k | 54.76 |
|
|
| Enpro Common (NPO) | 0.0 | $904k | 4.0k | 226.00 |
|
|
| Vanguard Index Fds Common (VO) | 0.0 | $864k | +8% | 2.9k | 293.79 |
|
| Vanguard Whitehall Fds Common (VYM) | 0.0 | $853k | +2% | 6.1k | 140.95 |
|
| Reaves Util Income Common (UTG) | 0.0 | $841k | -5% | 21k | 39.62 |
|
| Yum Brands Common (YUM) | 0.0 | $820k | 5.4k | 152.01 |
|
|
| General Dynamics Corp Common (GD) | 0.0 | $816k | +16% | 2.4k | 341.00 |
|
| Micron Technology Common (MU) | 0.0 | $798k | 4.8k | 167.31 |
|
|
| Diamondback Energy Common (FANG) | 0.0 | $732k | +11% | 5.1k | 143.11 |
|
| Sony Group Corp Common (SONY) | 0.0 | $731k | 25k | 28.79 |
|
|
| Arcosa Common (ACA) | 0.0 | $703k | 7.5k | 93.71 |
|
|
| Herc Hldgs Common (HRI) | 0.0 | $677k | -5% | 5.8k | 116.66 |
|
| Ishares Tr Common (DVY) | 0.0 | $662k | +4% | 4.7k | 142.09 |
|
| Martin Marietta Matls Common (MLM) | 0.0 | $652k | 1.0k | 630.28 |
|
|
| Vanguard Specialized Funds Common (VIG) | 0.0 | $648k | -20% | 3.0k | 215.80 |
|
| Vanguard World Common (VGT) | 0.0 | $636k | 852.00 | 746.86 |
|
|
| Cnh Indl N V Common (CNH) | 0.0 | $631k | 58k | 10.85 |
|
|
| Vanguard Tax-managed Fds Common (VEA) | 0.0 | $627k | NEW | 11k | 59.92 |
|
| Pnc Finl Svcs Group Common (PNC) | 0.0 | $619k | +3% | 3.1k | 200.93 |
|
| Union Pac Corp Common (UNP) | 0.0 | $618k | +4% | 2.6k | 236.41 |
|
| Idex Corp Common (IEX) | 0.0 | $602k | 3.7k | 162.76 |
|
|
| Entergy Corp Common (ETR) | 0.0 | $591k | 6.3k | 93.19 |
|
|
| Unilever Common (UL) | 0.0 | $584k | -4% | 9.9k | 59.28 |
|
| Boeing Common (BA) | 0.0 | $584k | 2.7k | 215.80 |
|
|
| Paccar Common (PCAR) | 0.0 | $574k | 5.8k | 98.32 |
|
|
| Select Sector Spdr Tr Common (XLE) | 0.0 | $573k | +3% | 6.4k | 89.33 |
|
| Vanguard Index Fds Common (VUG) | 0.0 | $563k | -3% | 1.2k | 479.61 |
|
| Automatic Data Processing In Common (ADP) | 0.0 | $561k | +23% | 1.9k | 293.51 |
|
| Simon Ppty Group Common (SPG) | 0.0 | $558k | 3.0k | 187.65 |
|
|
| Madison Square Grdn Sprt Cor Common (MSGS) | 0.0 | $554k | 2.4k | 227.00 |
|
|
| Array Digital Infrastructure Common (AD) | 0.0 | $550k | 11k | 50.01 |
|
|
| Zimmer Biomet Holdings Common (ZBH) | 0.0 | $547k | 5.6k | 98.50 |
|
|
| Thermo Fisher Scientific Common (TMO) | 0.0 | $542k | NEW | 1.1k | 485.07 |
|
| Ishares Tr Common (IWM) | 0.0 | $535k | +9% | 2.2k | 241.96 |
|
| Starbucks Corp Common (SBUX) | 0.0 | $534k | +6% | 6.3k | 84.60 |
|
| Energy Transfer Common (ET) | 0.0 | $533k | -3% | 31k | 17.16 |
|
| Diageo Common (DEO) | 0.0 | $525k | 5.5k | 95.43 |
|
|
| Flowserve Corp Common (FLS) | 0.0 | $523k | 9.9k | 53.14 |
|
|
| Schwab Strategic Tr Common (FNDX) | 0.0 | $514k | -21% | 20k | 26.30 |
|
| Capital One Finl Corp Common (COF) | 0.0 | $513k | 2.4k | 212.58 |
|
|
| Bristol-myers Squibb Common (BMY) | 0.0 | $496k | +6% | 11k | 45.10 |
|
| Global Pmts Common (GPN) | 0.0 | $485k | 5.8k | 83.08 |
|
|
| Idacorp Common (IDA) | 0.0 | $483k | 3.7k | 132.15 |
|
|
| Intel Corp Common (INTC) | 0.0 | $480k | +3% | 14k | 33.55 |
|
| Ishares Tr Common (IJH) | 0.0 | $477k | +5% | 7.3k | 65.26 |
|
| Firstenergy Corp Common (FE) | 0.0 | $474k | +2% | 10k | 45.82 |
|
| Select Sector Spdr Tr Common (XLC) | 0.0 | $472k | 4.0k | 118.38 |
|
|
| Ryman Hospitality Pptys Common (RHP) | 0.0 | $470k | 5.3k | 89.59 |
|
|
| Dominion Energy Common (D) | 0.0 | $468k | 7.7k | 61.17 |
|
|
| Ishares Tr Common (IEI) | 0.0 | $463k | NEW | 3.9k | 119.52 |
|
| Iron Mtn Inc Del Common (IRM) | 0.0 | $462k | 4.5k | 101.94 |
|
|
| Schwab Strategic Tr Common (SCHK) | 0.0 | $462k | 14k | 32.12 |
|
|
| Constellation Energy Corp Common (CEG) | 0.0 | $459k | +31% | 1.4k | 329.07 |
|
| Marathon Pete Corp Common (MPC) | 0.0 | $453k | 2.4k | 192.74 |
|
|
| Boston Scientific Corp Common (BSX) | 0.0 | $453k | 4.6k | 97.63 |
|
|
| Phillips 66 Common (PSX) | 0.0 | $450k | 3.3k | 136.01 |
|
|
| Gilead Sciences Common (GILD) | 0.0 | $438k | 3.9k | 111.01 |
|
|
| Nasdaq Common (NDAQ) | 0.0 | $438k | 5.0k | 88.45 |
|
|
| Crescent Energy Company Common (CRGY) | 0.0 | $432k | 48k | 8.92 |
|
|
| Itt Common (ITT) | 0.0 | $429k | 2.4k | 178.73 |
|
|
| Valmont Inds Common (VMI) | 0.0 | $427k | 1.1k | 387.73 |
|
|
| Xcel Energy Common (XEL) | 0.0 | $426k | +5% | 5.3k | 80.65 |
|
| Northern Tr Corp Common (NTRS) | 0.0 | $424k | 3.2k | 134.60 |
|
|
| Vanguard World Common (MGV) | 0.0 | $423k | -2% | 3.1k | 137.74 |
|
| Eversource Energy Common (ES) | 0.0 | $422k | 5.9k | 71.14 |
|
|
| Ge Aerospace Common (GE) | 0.0 | $421k | 1.4k | 300.81 |
|
|
| Invesco Exchange Traded Fd T Common (PRF) | 0.0 | $420k | 9.3k | 45.21 |
|
|
| Travelers Companies Common (TRV) | 0.0 | $405k | NEW | 1.5k | 279.22 |
|
| Ishares Tr Common (IHI) | 0.0 | $398k | 6.6k | 60.08 |
|
|
| Kellanova Common (K) | 0.0 | $396k | -5% | 4.8k | 82.02 |
|
| Salesforce Common (CRM) | 0.0 | $396k | +5% | 1.7k | 237.00 |
|
| Kraft Heinz Common (KHC) | 0.0 | $392k | 15k | 26.04 |
|
|
| T Rowe Price Etf Common (TSPA) | 0.0 | $387k | 9.2k | 41.91 |
|
|
| Azz Common (AZZ) | 0.0 | $382k | 3.5k | 109.13 |
|
|
| Griffon Corp Common (GFF) | 0.0 | $381k | 5.0k | 76.15 |
|
|
| Enterprise Prods Partners L Common (EPD) | 0.0 | $377k | -7% | 12k | 31.27 |
|
| Allstate Corp Common (ALL) | 0.0 | $375k | +9% | 1.7k | 214.65 |
|
| Renaissancere Hldgs Common (RNR) | 0.0 | $374k | 1.5k | 253.93 |
|
|
| Crane Nxt Common (CXT) | 0.0 | $369k | 5.5k | 67.07 |
|
|
| Post Hldgs Common (POST) | 0.0 | $365k | 3.4k | 107.48 |
|
|
| Morgan Stanley Common (MS) | 0.0 | $362k | 2.3k | 158.96 |
|
|
| Applied Matls Common (AMAT) | 0.0 | $356k | +2% | 1.7k | 204.73 |
|
| Air Prods & Chems Common (APD) | 0.0 | $355k | +12% | 1.3k | 272.66 |
|
| Agnico Eagle Mines Common (AEM) | 0.0 | $352k | -44% | 2.1k | 168.56 |
|
| Cadence Design System Common (CDNS) | 0.0 | $351k | 1.0k | 351.26 |
|
|
| Proassurance Corp Common (PRA) | 0.0 | $351k | +52% | 15k | 23.99 |
|
| Ishares Tr Common (IJR) | 0.0 | $349k | +59% | 2.9k | 118.85 |
|
| Nucor Corp Common (NUE) | 0.0 | $343k | -5% | 2.5k | 135.45 |
|
| Comcast Corp Common (CMCSA) | 0.0 | $342k | +19% | 11k | 31.42 |
|
| Fb Finl Corp Common (FBK) | 0.0 | $342k | NEW | 6.1k | 55.74 |
|
| Sensient Technologies Corp Common (SXT) | 0.0 | $338k | 3.6k | 93.85 |
|
|
| Coinbase Global Common (COIN) | 0.0 | $338k | 1.0k | 337.49 |
|
|
| Kinder Morgan Inc Del Common (KMI) | 0.0 | $333k | 12k | 28.31 |
|
|
| Vanguard World Common (MGK) | 0.0 | $329k | +10% | 818.00 | 402.48 |
|
| Permian Basin Rty Tr Common (PBT) | 0.0 | $325k | 18k | 18.26 |
|
|
| Trinity Inds Common (TRN) | 0.0 | $323k | 12k | 28.04 |
|
|
| Dnp Select Income Common (DNP) | 0.0 | $310k | NEW | 31k | 10.01 |
|
| Amgen Common (AMGN) | 0.0 | $308k | +27% | 1.1k | 282.15 |
|
| Tegna Common (TGNA) | 0.0 | $305k | 15k | 20.33 |
|
|
| Vaneck Etf Trust Common (GDXJ) | 0.0 | $301k | 3.0k | 99.03 |
|
|
| Annaly Capital Management In Common (NLY) | 0.0 | $297k | 15k | 20.21 |
|
|
| Halliburton Common (HAL) | 0.0 | $296k | 12k | 24.60 |
|
|
| Chemed Corp Common (CHE) | 0.0 | $296k | 660.00 | 447.74 |
|
|
| Ishares Bitcoin Trust Etf Common (IBIT) | 0.0 | $294k | NEW | 4.5k | 65.00 |
|
| Vaneck Etf Trust Common (GDX) | 0.0 | $293k | -7% | 3.8k | 76.41 |
|
| L3harris Technologies Common (LHX) | 0.0 | $292k | 955.00 | 305.41 |
|
|
| Global X Fds Common (URA) | 0.0 | $290k | 6.1k | 47.67 |
|
|
| Vanguard Index Fds Common (VXF) | 0.0 | $286k | 1.4k | 209.34 |
|
|
| Wisdomtree Tr Common (DXJ) | 0.0 | $281k | +8% | 2.2k | 128.03 |
|
| Shell Common (SHEL) | 0.0 | $281k | 3.9k | 71.54 |
|
|
| Linde Common (LIN) | 0.0 | $280k | NEW | 589.00 | 474.76 |
|
| Vanguard Index Fds Common (VTV) | 0.0 | $279k | 1.5k | 186.49 |
|
|
| Ishares Tr Common (IJS) | 0.0 | $279k | NEW | 2.5k | 110.59 |
|
| Crowdstrike Hldgs Common (CRWD) | 0.0 | $276k | +20% | 563.00 | 490.38 |
|
| Alliant Energy Corp Common (LNT) | 0.0 | $276k | NEW | 4.1k | 67.41 |
|
| Ishares Tr Common (OEF) | 0.0 | $273k | 820.00 | 332.84 |
|
|
| Vanguard World Common (VDE) | 0.0 | $273k | 2.2k | 125.86 |
|
|
| Clorox Co Del Common (CLX) | 0.0 | $270k | 2.2k | 123.30 |
|
|
| International Paper Common (IP) | 0.0 | $269k | 5.8k | 46.40 |
|
|
| J P Morgan Exchange Traded F Common (BBUS) | 0.0 | $269k | 2.2k | 120.64 |
|
|
| Lowes Cos Common (LOW) | 0.0 | $268k | -11% | 1.1k | 251.28 |
|
| American Coastal Ins Corp Common (ACIC) | 0.0 | $265k | 23k | 11.39 |
|
|
| Vanguard Index Fds Common (VOT) | 0.0 | $262k | 893.00 | 293.79 |
|
|
| Lam Research Corp Common (LRCX) | 0.0 | $262k | NEW | 2.0k | 133.91 |
|
| Alibaba Group Hldg Common (BABA) | 0.0 | $258k | NEW | 1.4k | 178.73 |
|
| Ge Vernova Common (GEV) | 0.0 | $257k | +7% | 418.00 | 615.16 |
|
| J P Morgan Exchange Traded F Common (JEPI) | 0.0 | $254k | 4.4k | 57.10 |
|
|
| 3M Common (MMM) | 0.0 | $253k | +10% | 1.6k | 155.18 |
|
| Ameren Corp Common (AEE) | 0.0 | $252k | -2% | 2.4k | 104.38 |
|
| Teck Resources Common (TECK) | 0.0 | $250k | 5.7k | 43.89 |
|
|
| Microchip Technology Common (MCHP) | 0.0 | $250k | +6% | 3.9k | 64.22 |
|
| Schwab Strategic Tr Common (SCHX) | 0.0 | $247k | -12% | 9.4k | 26.34 |
|
| Fortune Brands Innovations I Common (FBIN) | 0.0 | $247k | 4.6k | 53.39 |
|
|
| Vanguard World Common (VFH) | 0.0 | $246k | 1.9k | 131.27 |
|
|
| Blue Owl Capital Corporation Common (OBDC) | 0.0 | $246k | +2% | 19k | 12.77 |
|
| Ross Stores Common (ROST) | 0.0 | $245k | 1.6k | 152.39 |
|
|
| Us Bancorp Del Common (USB) | 0.0 | $243k | NEW | 5.0k | 48.33 |
|
| Cardinal Health Common (CAH) | 0.0 | $240k | -2% | 1.5k | 156.96 |
|
| Adobe Common (ADBE) | 0.0 | $238k | +18% | 675.00 | 352.75 |
|
| Smartfinancial Common (SMBK) | 0.0 | $232k | 6.5k | 35.73 |
|
|
| Ppg Inds Common (PPG) | 0.0 | $228k | 2.2k | 105.11 |
|
|
| Hancock Whitney Corporation Common (HWC) | 0.0 | $228k | 3.6k | 62.61 |
|
|
| J P Morgan Exchange Traded F Common (JEPQ) | 0.0 | $227k | 4.0k | 57.52 |
|
|
| Intuitive Surgical Common (ISRG) | 0.0 | $226k | +9% | 505.00 | 447.23 |
|
| Ishares Tr Common (IWR) | 0.0 | $224k | 2.3k | 96.55 |
|
|
| Dollar Gen Corp Common (DG) | 0.0 | $224k | 2.2k | 103.33 |
|
|
| Vanguard Intl Equity Index F Common (VT) | 0.0 | $221k | 1.6k | 137.81 |
|
|
| Schlumberger Common (SLB) | 0.0 | $219k | 6.4k | 34.37 |
|
|
| Illinois Tool Wks Common (ITW) | 0.0 | $219k | NEW | 841.00 | 260.79 |
|
| Vanguard Index Fds Common (VB) | 0.0 | $218k | -11% | 859.00 | 254.23 |
|
| Medical Pptys Trust Common (MPW) | 0.0 | $215k | -17% | 42k | 5.07 |
|
| Talen Energy Corp Common (TLN) | 0.0 | $213k | NEW | 500.00 | 425.38 |
|
| Ingersoll Rand Common (IR) | 0.0 | $211k | -6% | 2.6k | 82.62 |
|
| Hubbell Common (HUBB) | 0.0 | $211k | NEW | 490.00 | 430.31 |
|
| Packaging Corp Amer Common (PKG) | 0.0 | $211k | NEW | 966.00 | 217.93 |
|
| Valvoline Common (VVV) | 0.0 | $206k | NEW | 5.7k | 35.91 |
|
| Corteva Common (CTVA) | 0.0 | $205k | +2% | 3.0k | 67.63 |
|
| Exelon Corp Common (EXC) | 0.0 | $203k | NEW | 4.5k | 45.01 |
|
| Smith A O Corp Common (AOS) | 0.0 | $202k | NEW | 2.8k | 73.41 |
|
| Cadence Bank Common (CADE) | 0.0 | $202k | NEW | 5.4k | 37.54 |
|
| Regeneron Pharmaceuticals Common (REGN) | 0.0 | $201k | NEW | 358.00 | 562.27 |
|
| Rivian Automotive Common (RIVN) | 0.0 | $163k | 11k | 14.68 |
|
|
| San Juan Basin Rty Tr Common (SJT) | 0.0 | $133k | 22k | 6.04 |
|
|
| Zedge Common (ZDGE) | 0.0 | $133k | +274% | 46k | 2.91 |
|
| Ambev Sa Common (ABEV) | 0.0 | $99k | 44k | 2.23 |
|
|
| Bitfarms Common (BITF) | 0.0 | $92k | 33k | 2.82 |
|
|
| Mesa Rty Tr Common (MTR) | 0.0 | $86k | 16k | 5.25 |
|
|
| Uranium Rty Corp Common (UROY) | 0.0 | $76k | 18k | 4.30 |
|
|
| Gray Media Common (GTN) | 0.0 | $72k | 12k | 5.78 |
|
|
| Silvercorp Metals Common (SVM) | 0.0 | $71k | 11k | 6.32 |
|
|
| Denison Mines Corp Common (DNN) | 0.0 | $31k | 11k | 2.75 |
|
|
| Westwater Res Common (WWR) | 0.0 | $22k | 23k | 0.95 |
|
|
| Argo Blockchain Common (ARBK) | 0.0 | $3.2k | 12k | 0.26 |
|
Past Filings by Welch Group
SEC 13F filings are viewable for Welch Group going back to 2010
- Welch Group 2025 Q3 filed Oct. 14, 2025
- Welch Group 2025 Q2 filed July 25, 2025
- Welch Group 2025 Q1 filed April 8, 2025
- Welch Group 2024 Q4 filed Jan. 27, 2025
- Welch Group 2024 Q3 filed Oct. 24, 2024
- Welch Group 2024 Q2 filed July 17, 2024
- Welch Group 2024 Q1 filed April 9, 2024
- Welch Group 2023 Q4 filed Jan. 23, 2024
- Welch Group 2023 Q3 filed Oct. 18, 2023
- Welch Group 2023 Q2 filed July 18, 2023
- Welch Group 2023 Q1 filed April 13, 2023
- Welch Group 2022 Q4 filed Jan. 30, 2023
- Welch Group 2022 Q3 filed Oct. 13, 2022
- Welch Group 2022 Q2 filed July 21, 2022
- Welch Group 2022 Q1 filed April 29, 2022
- Welch Group 2021 Q4 filed Jan. 26, 2022