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Welch Group

Latest statistics and disclosures from Welch Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, RTX, JPM, IBM, and represent 18.16% of Welch Group's stock portfolio.
Added to shares of these 10 stocks: AEP (+$37M), PYLD (+$20M), MU (+$8.9M), XLP (+$6.7M), SPY (+$5.2M), HD, SFBS, DVY, TXN, LMT.
Started 26 new stock positions in SPLV, PYLD, USMV, XLP, OPEN, PULS, MUB, CTM, UL, KGC.
Reduced shares in these 10 stocks: GIS (-$36M), CL (-$5.7M), KMB (-$5.2M), RTX, IBM, JPM, AFL, AMD, TGT, NVDA.
Sold out of its positions in ADBE, Argo Blockchain, CTVA, DNP, DNN, EXC, URA, IR, K, KHC. PKG, SVM, AOS, TLN, Unilever, VVV, GDXJ.
Welch Group was a net buyer of stock by $43M.
Welch Group has $2.6B in assets under management (AUM), dropping by 1.27%.
Central Index Key (CIK): 0001443095

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Portfolio Holdings for Welch Group

Welch Group holds 307 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	3.9	$102M		376k	271.86	View chart
Microsoft Corp Common Stock (MSFT)	3.9	$100M		207k	483.62	View chart
Rtx Corporation Common Stock (RTX)	3.5	$92M	-3%	501k	183.40	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	3.5	$91M		281k	322.22	View chart
International Business Machs Common Stock (IBM)	3.3	$87M	-3%	292k	296.21	View chart
Abbvie Common Stock (ABBV)	3.2	$84M		368k	228.49	View chart
Johnson & Johnson Common Stock (JNJ)	3.0	$79M		380k	206.95	View chart
Cisco Sys Common Stock (CSCO)	2.9	$74M		966k	77.03	View chart
Servisfirst Bancshares Common Stock (SFBS)	2.8	$72M	+2%	1.0M	71.79	View chart
Nextera Energy Common Stock (NEE)	2.7	$70M		869k	80.28	View chart
Southern Common Stock (SO)	2.6	$68M		779k	87.20	View chart
Qualcomm Common Stock (QCOM)	2.5	$66M		386k	171.05	View chart
Exxon Mobil Corp Common Stock (XOM)	2.5	$66M		548k	120.34	View chart
Chevron Corp Common Stock (CVX)	2.5	$66M		430k	152.41	View chart
Cincinnati Finl Corp Common Stock (CINF)	2.5	$65M		399k	163.32	View chart
Truist Finl Corp Common Stock (TFC)	2.5	$65M		1.3M	49.21	View chart
Mcdonalds Corp Common Stock (MCD)	2.5	$65M		212k	305.63	View chart
Lockheed Martin Corp Common Stock (LMT)	2.5	$64M		133k	483.67	View chart
Emerson Elec Common Stock (EMR)	2.5	$64M		480k	132.72	View chart
Home Depot Common Stock (HD)	2.4	$63M	+2%	183k	344.10	View chart
Gallagher Arthur J & Co Common Stock (AJG)	2.3	$59M		229k	258.79	View chart
Consolidated Edison Common Stock (ED)	2.0	$53M		528k	99.32	View chart
Procter And Gamble Common Stock (PG)	1.9	$50M		348k	143.31	View chart
Pfizer Common Stock (PFE)	1.9	$49M		2.0M	24.90	View chart
Colgate Palmolive Common Stock (CL)	1.9	$49M	-10%	613k	79.02	View chart
Verizon Communications Common Stock (VZ)	1.9	$48M		1.2M	40.73	View chart
Pepsico Common Stock (PEP)	1.8	$47M		327k	143.52	View chart
Texas Instrs Common Stock (TXN)	1.8	$46M	+2%	263k	173.49	View chart
Paychex Common Stock (PAYX)	1.8	$46M		407k	112.18	View chart
American Elec Pwr Common Stock (AEP)	1.4	$38M	+3868%	325k	115.31	View chart
Nvidia Corporation Common Stock (NVDA)	1.3	$33M	-2%	178k	186.50	View chart
Kimberly-clark Corp Common Stock (KMB)	1.3	$33M	-13%	325k	100.89	View chart
Caterpillar Common Stock (CAT)	0.9	$23M		41k	572.87	View chart
Alphabet Common Stock (GOOGL)	0.8	$20M		65k	313.00	View chart
Pimco Etf Tr Common Stock (PYLD)	0.8	$20M	NEW	735k	26.68	View chart
Coca Cola Common Stock (KO)	0.7	$19M		274k	69.91	View chart
Amazon Common Stock (AMZN)	0.6	$15M	+3%	65k	230.82	View chart
Advanced Micro Devices Common Stock (AMD)	0.6	$15M	-5%	68k	214.16	View chart
Visa Common Stock (V)	0.6	$14M	+3%	41k	350.71	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$14M		16k	879.01	View chart
Oracle Corp Common Stock (ORCL)	0.5	$13M		68k	194.91	View chart
Ishares Tr Common Stock (IVV)	0.5	$13M	+4%	19k	684.94	View chart
Deere & Co Common Stock (DE)	0.5	$13M	+2%	27k	465.57	View chart
Broadcom Common Stock (AVGO)	0.4	$12M		34k	346.10	View chart
Tjx Cos Common Stock (TJX)	0.4	$12M		75k	153.61	View chart
Meta Platforms Common Stock (META)	0.4	$11M	+4%	17k	660.09	View chart
Blackstone Common Stock (BX)	0.4	$10M	+4%	67k	154.14	View chart
Micron Technology Common Stock (MU)	0.4	$10M	+653%	36k	285.41	View chart
Abbott Labs Common Stock (ABT)	0.4	$10M	+4%	81k	125.29	View chart
Mastercard Incorporated Common Stock (MA)	0.4	$9.7M	+5%	17k	570.89	View chart
Spdr S&p 500 Etf Tr Common Stock (SPY)	0.3	$9.0M	+137%	13k	681.90	View chart
Stryker Corporation Common Stock (SYK)	0.3	$8.9M	+4%	25k	351.47	View chart
Eli Lilly & Co Common Stock (LLY)	0.3	$8.3M	+2%	7.7k	1074.68	View chart
Sherwin Williams Common Stock (SHW)	0.3	$8.2M	+5%	25k	324.02	View chart
Vulcan Matls Common Stock (VMC)	0.3	$7.8M		28k	285.22	View chart
Palo Alto Networks Common Stock (PANW)	0.3	$7.6M	+5%	41k	184.20	View chart
Accenture Plc Ireland Common Stock (ACN)	0.3	$7.3M		27k	268.30	View chart
American Express Common Stock (AXP)	0.3	$7.0M		19k	369.95	View chart
Select Sector Spdr Tr Common Stock (XLP)	0.3	$6.7M	NEW	87k	77.68	View chart
Carrier Global Corporation Common Stock (CARR)	0.3	$6.7M	+7%	126k	52.84	View chart
Globe Life Common Stock (GL)	0.3	$6.6M		47k	139.86	View chart
Vanguard Index Fds Common Stock (VOO)	0.2	$6.3M	+14%	10k	627.10	View chart
Target Corp Common Stock (TGT)	0.2	$6.0M	-11%	62k	97.75	View chart
Aflac Common Stock (AFL)	0.2	$5.9M	-18%	54k	110.27	View chart
Walmart Common Stock (WMT)	0.2	$5.7M		51k	111.41	View chart
Alphabet Common Stock (GOOG)	0.2	$4.1M		13k	313.79	View chart
Regions Financial Corp Common Stock (RF)	0.2	$4.0M	-2%	148k	27.10	View chart
Spdr Gold Tr Common Stock (GLD)	0.1	$3.8M	+15%	9.6k	396.31	View chart
Ishares Tr Common Stock (SHY)	0.1	$3.8M	+18%	46k	82.82	View chart
Vanguard Scottsdale Fds Common Stock (VGSH)	0.1	$3.7M	+16%	63k	58.73	View chart
Merck & Co Common Stock (MRK)	0.1	$3.6M		35k	105.26	View chart
Philip Morris Intl Common Stock (PM)	0.1	$3.5M		22k	160.40	View chart
Synovus Finl Corp Common Stock (SNV)	0.1	$3.4M		68k	50.05	View chart
Invesco Qqq Tr Common Stock (QQQ)	0.1	$2.7M	-15%	4.3k	614.37	View chart
Mueller Inds Common Stock (MLI)	0.1	$2.5M		22k	114.80	View chart
Altria Group Common Stock (MO)	0.1	$2.4M	+2%	42k	57.66	View chart
Wells Fargo Common Stock (WFC)	0.1	$2.2M	+2%	24k	93.20	View chart
At&t Common Stock (T)	0.1	$2.2M	-5%	89k	24.84	View chart
General Mls Common Stock (GIS)	0.1	$2.1M	-94%	45k	46.50	View chart
Crane Company Common Stock (CR)	0.1	$2.0M		11k	184.43	View chart
Welltower Common Stock (WELL)	0.1	$2.0M		11k	185.61	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$2.0M	+26%	2.3k	862.34	View chart
Ishares Tr Common Stock (DVY)	0.1	$2.0M	+199%	14k	141.14	View chart
Bank New York Mellon Corp Common Stock (BK)	0.1	$2.0M		17k	116.09	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.1	$1.8M		8.3k	219.70	View chart
Aon Common Stock (AON)	0.1	$1.8M		5.1k	352.88	View chart
World Gold Tr Common Stock (GLDM)	0.1	$1.8M	+37%	21k	85.37	View chart
Ishares Silver Tr Common Stock (SLV)	0.1	$1.8M	+7%	27k	64.42	View chart
Modine Mfg Common Stock (MOD)	0.1	$1.7M		13k	133.51	View chart
Republic Svcs Common Stock (RSG)	0.1	$1.7M		8.1k	211.93	View chart
Bank America Corp Common Stock (BAC)	0.1	$1.7M		31k	55.00	View chart
Genuine Parts Common Stock (GPC)	0.1	$1.7M		14k	122.96	View chart
Graco Common Stock (GGG)	0.1	$1.7M		21k	81.97	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$1.6M	-3%	2.8k	570.21	View chart
Banco Bilbao Vizcaya Argenta Common Stock (BBVA)	0.1	$1.6M	-10%	69k	23.31	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$1.6M	+4%	13k	117.21	View chart
Watts Water Technologies Common Stock (WTS)	0.1	$1.5M		5.4k	276.02	View chart
Honeywell Intl Common Stock (HON)	0.1	$1.5M		7.6k	195.09	View chart
Tesla Common Stock (TSLA)	0.1	$1.4M	+11%	3.2k	449.72	View chart
Textron Common Stock (TXT)	0.1	$1.3M		15k	87.17	View chart
Novartis Common Stock (NVS)	0.1	$1.3M	+2%	9.7k	137.87	View chart
Vanguard Index Fds Common Stock (VTI)	0.1	$1.3M	+33%	4.0k	335.30	View chart
Vanguard Scottsdale Fds Common Stock (VONE)	0.1	$1.3M		4.2k	309.04	View chart
Gatx Corp Common Stock (GATX)	0.0	$1.3M		7.5k	169.60	View chart
Newmont Corp Common Stock (NEM)	0.0	$1.2M		12k	99.85	View chart
Blackrock Common Stock (BLK)	0.0	$1.2M	+6%	1.1k	1070.38	View chart
Oreilly Automotive Common Stock (ORLY)	0.0	$1.2M		13k	91.21	View chart
Select Sector Spdr Tr Common Stock (XLK)	0.0	$1.2M	+146%	8.1k	143.97	View chart
Disney Walt Common Stock (DIS)	0.0	$1.2M		10k	113.78	View chart
State Str Corp Common Stock (STT)	0.0	$1.1M		8.7k	129.01	View chart
Conocophillips Common Stock (COP)	0.0	$1.1M		12k	93.61	View chart
Royal Bk Cda Common Stock (RY)	0.0	$1.1M		6.4k	170.49	View chart
Oneok Common Stock (OKE)	0.0	$1.1M	+4%	15k	73.50	View chart
Xylem Common Stock (XYL)	0.0	$1.1M		7.8k	136.18	View chart
Spdr Series Trust Common Stock (BIL)	0.0	$1.1M	-5%	12k	91.38	View chart
Mondelez Intl Common Stock (MDLZ)	0.0	$1.0M		19k	53.83	View chart
Vanguard Whitehall Fds Common Stock (VYM)	0.0	$1.0M	+17%	7.1k	143.52	View chart
Chubb Common Stock (CB)	0.0	$1.0M		3.2k	312.12	View chart
Vanguard Star Fds Common Stock (VXUS)	0.0	$999k		13k	75.44	View chart
Vaneck Etf Trust Common Stock (SMH)	0.0	$985k	-4%	2.7k	360.13	View chart
Ishares Tr Common Stock (IVW)	0.0	$971k	-3%	7.9k	123.26	View chart
United Cmnty Bks Blairsvle G Common Stock (UCB)	0.0	$970k	-10%	31k	31.22	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$951k	+6%	5.4k	177.75	View chart
Netflix Common Stock (NFLX)	0.0	$928k	+1003%	9.9k	93.76	View chart
United Rentals Common Stock (URI)	0.0	$914k		1.1k	809.32	View chart
Pacer Fds Tr Common Stock (PTLC)	0.0	$903k		16k	55.58	View chart
Norfolk Southn Corp Common Stock (NSC)	0.0	$902k	-2%	3.1k	288.72	View chart
Atlanta Braves Hldgs Common Stock (BATRA)	0.0	$891k		21k	42.49	View chart
Boeing Common Stock (BA)	0.0	$879k	+49%	4.0k	217.10	View chart
Vanguard World Common Stock (VGT)	0.0	$863k	+34%	1.1k	754.06	View chart
Herc Hldgs Common Stock (HRI)	0.0	$861k		5.8k	148.38	View chart
Enpro Common Stock (NPO)	0.0	$857k		4.0k	214.13	View chart
Vanguard Index Fds Common Stock (VO)	0.0	$854k		2.9k	290.26	View chart
Eaton Corp Common Stock (ETN)	0.0	$847k		2.7k	318.51	View chart
Vanguard Intl Equity Index F Common Stock (VWO)	0.0	$839k	-11%	16k	53.76	View chart
Yum Brands Common Stock (YUM)	0.0	$825k		5.5k	151.29	View chart
National Fuel Gas Common Stock (NFG)	0.0	$809k		10k	80.06	View chart
General Dynamics Corp Common Stock (GD)	0.0	$805k		2.4k	336.66	View chart
Arcosa Common Stock (ACA)	0.0	$797k		7.5k	106.32	View chart
Ishares Tr Common Stock (IWM)	0.0	$772k	+41%	3.1k	246.16	View chart
Ishares Tr Common Stock (IYK)	0.0	$767k	NEW	12k	66.92	View chart
Select Sector Spdr Tr Common Stock (XLV)	0.0	$746k	NEW	4.8k	154.80	View chart
Reaves Util Income Common Stock (UTG)	0.0	$722k	-7%	20k	36.58	View chart
Vanguard Specialized Funds Common Stock (VIG)	0.0	$694k	+5%	3.2k	219.79	View chart
Flowserve Corp Common Stock (FLS)	0.0	$683k		9.9k	69.38	View chart
Idex Corp Common Stock (IEX)	0.0	$660k		3.7k	177.94	View chart
Select Sector Spdr Tr Common Stock (XLE)	0.0	$653k	+127%	15k	44.71	View chart
Diamondback Energy Common Stock (FANG)	0.0	$653k	-15%	4.3k	150.34	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.0	$651k		3.1k	208.73	View chart
Ge Aerospace Common Stock (GE)	0.0	$649k	+50%	2.1k	308.04	View chart
Sony Group Corp Common Stock (SONY)	0.0	$644k		25k	25.60	View chart
Martin Marietta Matls Common Stock (MLM)	0.0	$632k		1.0k	622.66	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$632k	+6%	12k	53.94	View chart
Madison Square Grdn Sprt Cor Common Stock (MSGS)	0.0	$631k		2.4k	258.65	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$620k	-4%	1.1k	579.51	View chart
Union Pac Corp Common Stock (UNP)	0.0	$609k		2.6k	231.36	View chart
Select Sector Spdr Tr Common Stock (XLC)	0.0	$598k	+27%	5.1k	117.71	View chart
Array Digital Infrastructure Common Stock (AD)	0.0	$590k		11k	53.62	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$588k		2.4k	242.36	View chart
Entergy Corp Common Stock (ETR)	0.0	$583k		6.3k	92.43	View chart
Simon Ppty Group Common Stock (SPG)	0.0	$577k	+4%	3.1k	185.10	View chart
Vanguard Index Fds Common Stock (VUG)	0.0	$557k	-2%	1.1k	487.86	View chart
Energy Transfer Common Stock (ET)	0.0	$547k	+6%	33k	16.49	View chart
Cardinal Health Common Stock (CAH)	0.0	$547k	+74%	2.7k	205.50	View chart
Intel Corp Common Stock (INTC)	0.0	$536k		15k	36.90	View chart
Cnh Indl N V Common Stock (CNH)	0.0	$536k		58k	9.22	View chart
Vanguard Tax-managed Fds Common Stock (VEA)	0.0	$532k	-18%	8.5k	62.47	View chart
Schwab Strategic Tr Common Stock (FNDX)	0.0	$532k		20k	27.21	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$525k	+6%	1.5k	353.27	View chart
Gilead Sciences Common Stock (GILD)	0.0	$514k	+5%	4.2k	122.73	View chart
Automatic Data Processing In Common Stock (ADP)	0.0	$501k		1.9k	257.24	View chart
Ryman Hospitality Pptys Common Stock (RHP)	0.0	$497k		5.3k	94.62	View chart
Applied Matls Common Stock (AMAT)	0.0	$493k	+10%	1.9k	257.01	View chart
Proassurance Corp Common Stock (PRA)	0.0	$491k	+39%	20k	24.16	View chart
Nasdaq Common Stock (NDAQ)	0.0	$489k		5.0k	97.13	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.0	$481k	-3%	5.4k	89.93	View chart
Ishares Tr Common Stock (USMV)	0.0	$481k	NEW	5.1k	94.16	View chart
Schwab Strategic Tr Common Stock (SCHK)	0.0	$472k		14k	32.80	View chart
Ishares Tr Common Stock (IEI)	0.0	$468k		3.9k	119.35	View chart
Salesforce Common Stock (CRM)	0.0	$467k	+5%	1.8k	264.91	View chart
Dominion Energy Common Stock (D)	0.0	$464k	+3%	7.9k	58.59	View chart
Firstenergy Corp Common Stock (FE)	0.0	$464k		10k	44.77	View chart
Idacorp Common Stock (IDA)	0.0	$463k		3.7k	126.56	View chart
Global Pmts Common Stock (GPN)	0.0	$452k		5.8k	77.40	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$450k		4.7k	95.35	View chart
Unilever Common Stock (UL)	0.0	$447k	NEW	6.8k	65.40	View chart
Valmont Inds Common Stock (VMI)	0.0	$443k		1.1k	402.32	View chart
Invesco Exchange Traded Fd T Common Stock (PRF)	0.0	$436k		9.3k	46.92	View chart
Nucor Corp Common Stock (NUE)	0.0	$434k	+4%	2.7k	163.11	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$434k	+33%	16k	27.49	View chart
Vanguard World Common Stock (MGV)	0.0	$434k		3.1k	141.16	View chart
Northern Tr Corp Common Stock (NTRS)	0.0	$431k		3.2k	136.59	View chart
Phillips 66 Common Stock (PSX)	0.0	$431k		3.3k	129.03	View chart
Ishares Tr Common Stock (EFA)	0.0	$428k	NEW	4.5k	96.03	View chart
Travelers Companies Common Stock (TRV)	0.0	$426k		1.5k	290.06	View chart
Morgan Stanley Common Stock (MS)	0.0	$421k	+3%	2.4k	177.53	View chart
Diageo Common Stock (DEO)	0.0	$420k	-11%	4.9k	86.27	View chart
Itt Common Stock (ITT)	0.0	$417k		2.4k	173.48	View chart
Lowes Cos Common Stock (LOW)	0.0	$413k	+60%	1.7k	241.23	View chart
Ishares Tr Common Stock (IHI)	0.0	$412k		6.6k	62.15	View chart
Renaissancere Hldgs Common Stock (RNR)	0.0	$408k		1.5k	281.16	View chart
Crescent Energy Company Common Stock (CRGY)	0.0	$406k		48k	8.39	View chart
Eversource Energy Common Stock (ES)	0.0	$406k		6.0k	67.33	View chart
Iron Mtn Inc Del Common Stock (IRM)	0.0	$397k	+5%	4.8k	82.95	View chart
T Rowe Price Etf Common Stock (TSPA)	0.0	$395k		9.2k	42.78	View chart
Enterprise Prods Partners L Common Stock (EPD)	0.0	$393k		12k	32.06	View chart
Ishares Tr Common Stock (IDV)	0.0	$391k	NEW	9.9k	39.45	View chart
Xcel Energy Common Stock (XEL)	0.0	$390k		5.3k	73.86	View chart
Ishares Tr Common Stock (IJH)	0.0	$390k	-19%	5.9k	66.00	View chart
Ishares Tr Common Stock (MUB)	0.0	$389k	NEW	3.6k	107.11	View chart
Amgen Common Stock (AMGN)	0.0	$387k	+8%	1.2k	327.40	View chart
Azz Common Stock (AZZ)	0.0	$375k		3.5k	107.18	View chart
Griffon Corp Common Stock (GFF)	0.0	$368k		5.0k	73.65	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$368k	-3%	2.3k	162.63	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$362k	+26%	639.00	566.36	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$359k	+7%	2.1k	171.21	View chart
Allstate Corp Common Stock (ALL)	0.0	$358k		1.7k	208.15	View chart
Ge Vernova Common Stock (GEV)	0.0	$357k	+30%	546.00	653.83	View chart
Agnico Eagle Mines Common Stock (AEM)	0.0	$357k		2.1k	169.53	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$352k	+8%	12k	29.89	View chart
Fb Finl Corp Common Stock (FBK)	0.0	$342k		6.1k	55.80	View chart
Halliburton Common Stock (HAL)	0.0	$341k		12k	28.26	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$339k	+28%	724.00	468.76	View chart
Sensient Technologies Corp Common Stock (SXT)	0.0	$338k		3.6k	93.95	View chart
Vanguard World Common Stock (MGK)	0.0	$338k		818.00	412.83	View chart
Post Hldgs Common Stock (POST)	0.0	$337k		3.4k	99.05	View chart
Annaly Capital Management In Common Stock (NLY)	0.0	$328k		15k	22.36	View chart
Air Prods & Chems Common Stock (APD)	0.0	$320k		1.3k	246.97	View chart
Cadence Design System Common Stock (CDNS)	0.0	$317k		1.0k	312.58	View chart
Wisdomtree Tr Common Stock (DXJ)	0.0	$317k		2.2k	144.16	View chart
Ishares Tr Common Stock (OEF)	0.0	$316k	+12%	920.00	342.97	View chart
Shopify Common Stock (SHOP)	0.0	$315k	NEW	2.0k	160.97	View chart
L3harris Technologies Common Stock (LHX)	0.0	$314k	+11%	1.1k	293.57	View chart
Ross Stores Common Stock (ROST)	0.0	$313k	+8%	1.7k	180.14	View chart
Trinity Inds Common Stock (TRN)	0.0	$304k		12k	26.44	View chart
Shell Common Stock (SHEL)	0.0	$302k	+4%	4.1k	73.49	View chart
Permian Basin Rty Tr Common Stock (PBT)	0.0	$302k		18k	16.96	View chart
Pgim Etf Tr Common Stock (PULS)	0.0	$300k	NEW	6.0k	49.59	View chart
Ishares Gold Tr Common Stock (IAU)	0.0	$297k	NEW	3.7k	81.17	View chart
American Coastal Ins Corp Common Stock (ACIC)	0.0	$294k		23k	12.63	View chart
Tegna Common Stock (TGNA)	0.0	$291k		15k	19.41	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$291k	-45%	3.5k	84.20	View chart
Clorox Co Del Common Stock (CLX)	0.0	$289k	+30%	2.9k	100.83	View chart
Vanguard Index Fds Common Stock (VXF)	0.0	$285k		1.4k	209.12	View chart
Ishares Tr Common Stock (IJR)	0.0	$285k	-19%	2.4k	120.20	View chart
Vaneck Etf Trust Common Stock (GDX)	0.0	$283k	-13%	3.3k	85.78	View chart
Teck Resources Common Stock (TECK)	0.0	$283k	+3%	5.9k	47.89	View chart
Chemed Corp Common Stock (CHE)	0.0	$282k		660.00	427.86	View chart
Dollar Gen Corp Common Stock (DG)	0.0	$281k	-2%	2.1k	132.76	View chart
J P Morgan Exchange Traded F Common Stock (BBUS)	0.0	$275k		2.2k	123.29	View chart
Vanguard World Common Stock (VDE)	0.0	$270k		2.1k	125.92	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.0	$269k	-2%	349.00	771.87	View chart
Invesco Exch Traded Fd Tr Ii Common Stock (SPLV)	0.0	$269k	NEW	3.8k	71.42	View chart
Profesionally Managed Portfo Common Stock (AKRE)	0.0	$263k	NEW	4.0k	65.51	View chart
3M Common Stock (MMM)	0.0	$262k		1.6k	160.10	View chart
Crane Nxt Common Stock (CXT)	0.0	$259k		5.5k	47.07	View chart
Vanguard World Common Stock (VFH)	0.0	$259k	+3%	1.9k	133.47	View chart
Ishares Tr Common Stock (IJS)	0.0	$258k	-10%	2.3k	113.72	View chart
Vanguard Index Fds Common Stock (VTV)	0.0	$255k	-10%	1.3k	190.99	View chart
J P Morgan Exchange Traded F Common Stock (JEPI)	0.0	$255k		4.5k	57.24	View chart
Linde Common Stock (LIN)	0.0	$253k		594.00	426.51	View chart
Schwab Strategic Tr Common Stock (SCHX)	0.0	$252k		9.4k	26.91	View chart
Microchip Technology Common Stock (MCHP)	0.0	$250k		3.9k	63.72	View chart
SLB Common Stock (SLB)	0.0	$249k		6.5k	38.38	View chart
Vanguard Index Fds Common Stock (VOT)	0.0	$249k		893.00	279.14	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.0	$246k	+2%	20k	12.43	View chart
Ameren Corp Common Stock (AEE)	0.0	$245k		2.5k	99.86	View chart
Alliant Energy Corp Common Stock (LNT)	0.0	$241k	-9%	3.7k	65.01	View chart
Las Vegas Sands Corp Common Stock (LVS)	0.0	$241k	NEW	3.7k	65.10	View chart
Smartfinancial Common Stock (SMBK)	0.0	$240k		6.5k	36.99	View chart
Kinross Gold Corp Common Stock (KGC)	0.0	$239k	NEW	8.5k	28.16	View chart
Sprott Asset Management Common Stock (PSLV)	0.0	$236k	NEW	10k	23.65	View chart
Ishares Tr Common Stock (IWR)	0.0	$236k	+5%	2.4k	96.27	View chart
Mckesson Corp Common Stock (MCK)	0.0	$235k	NEW	287.00	820.29	View chart
Vanguard Intl Equity Index F Common Stock (VT)	0.0	$234k	+3%	1.7k	141.09	View chart
Us Bancorp Del Common Stock (USB)	0.0	$233k	-13%	4.4k	53.36	View chart
First Solar Common Stock (FSLR)	0.0	$233k	NEW	890.00	261.23	View chart
Hancock Whitney Corporation Common Stock (HWC)	0.0	$232k		3.6k	63.68	View chart
Fortune Brands Innovations I Common Stock (FBIN)	0.0	$231k		4.6k	50.02	View chart
Cadence Bank Common Stock	0.0	$230k		5.4k	42.84	View chart
J P Morgan Exchange Traded F Common Stock (JEPQ)	0.0	$230k		4.0k	58.12	View chart
Medical Pptys Trust Common Stock (MPT)	0.0	$229k	+8%	46k	5.00	View chart
Fedex Corp Common Stock (FDX)	0.0	$229k	NEW	793.00	288.84	View chart
International Paper Common Stock (IP)	0.0	$229k		5.8k	39.39	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$228k	NEW	3.3k	69.40	View chart
Coinbase Global Common Stock (COIN)	0.0	$226k		1.0k	226.14	View chart
Ppg Inds Common Stock (PPG)	0.0	$224k		2.2k	102.46	View chart
Vanguard Index Fds Common Stock (VB)	0.0	$222k		860.00	257.83	View chart
Rivian Automotive Common Stock (RIVN)	0.0	$218k		11k	19.71	View chart
Hubbell Common Stock (HUBB)	0.0	$218k		490.00	444.11	View chart
Alibaba Group Hldg Common Stock (BABA)	0.0	$214k		1.5k	146.58	View chart
Citigroup Common Stock (C)	0.0	$214k	NEW	1.8k	116.70	View chart
Capital Group Intl Focus Eqt Common Stock (CGXU)	0.0	$210k	NEW	7.1k	29.55	View chart
Ishares Bitcoin Trust Etf Common Stock (IBIT)	0.0	$210k	-6%	4.2k	49.65	View chart
Paccar Common Stock (PCAR)	0.0	$208k	-67%	1.9k	109.51	View chart
Vanguard Index Fds Common Stock (VNQ)	0.0	$205k	NEW	2.3k	88.49	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$204k		829.00	246.26	View chart
Zedge Common Stock (ZDGE)	0.0	$150k		46k	3.28	View chart
San Juan Basin Rty Tr Common Stock (SJT)	0.0	$124k		22k	5.62	View chart
Ambev Sa Common Stock (ABEV)	0.0	$112k	+2%	46k	2.47	View chart
Bitfarms Common Stock (BITF)	0.0	$77k		33k	2.35	View chart
Mesa Rty Tr Common Stock (MTR)	0.0	$69k		16k	4.19	View chart
Gray Media Common Stock (GTN)	0.0	$60k		12k	4.84	View chart
Opendoor Technologies Common Stock (OPEN)	0.0	$58k	NEW	10k	5.83	View chart
Uranium Rty Corp Common Stock (UROY)	0.0	$50k	-19%	14k	3.54	View chart
Westwater Res Common Stock (WWR)	0.0	$17k		23k	0.75	View chart
Castellum Common Stock (CTM)	0.0	$9.0k	NEW	10k	0.90	View chart

Past Filings by Welch Group

SEC 13F filings are viewable for Welch Group going back to 2010

Welch Group 2025 Q4 filed Jan. 26, 2026
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

View all past filings

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