Welch Group
Latest statistics and disclosures from Welch Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SFBS, MSFT, AAPL, IBM, ABBV, and represent 17.62% of Welch Group's stock portfolio.
- Added to shares of these 10 stocks: CVX, JNJ, MCD, PEP, GIS, VZ, PFE, TFC, QQQ, TXN.
- Started 16 new stock positions in LHX, VB, ROST, VOT, ADBE, ET, NKE, AEE, NVO, FSLR. ISRG, ALL, VFH, OBDC, AVGO, SCHD.
- Reduced shares in these 10 stocks: SFBS (-$9.4M), AJG, JPM, NVDA, , SJM, AAPL, UL, SO, FOX.
- Sold out of its positions in AP, APA, COIN, DAN, EW, FOX, TV, MGM, PDCO, XLP. PARAA, VOD, WBD, WHR.
- Welch Group was a net buyer of stock by $14M.
- Welch Group has $2.3B in assets under management (AUM), dropping by 10.53%.
- Central Index Key (CIK): 0001443095
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Portfolio Holdings for Welch Group
Welch Group holds 269 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Servisfirst Bancshares Common (SFBS) | 4.0 | $92M | -9% | 1.1M | 80.45 |
|
| Microsoft Corp Common (MSFT) | 3.8 | $86M | 201k | 430.30 |
|
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| Apple Common (AAPL) | 3.7 | $85M | 364k | 233.00 |
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| International Business Machs Common (IBM) | 3.1 | $71M | 323k | 221.08 |
|
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| Abbvie Common (ABBV) | 3.1 | $71M | 360k | 197.48 |
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| Southern Common (SO) | 3.1 | $71M | 786k | 90.18 |
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| Home Depot Common (HD) | 3.0 | $69M | 170k | 405.20 |
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| Nextera Energy Common (NEE) | 3.0 | $68M | 808k | 84.53 |
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| Lockheed Martin Corp Common (LMT) | 3.0 | $68M | 117k | 584.56 |
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| Gallagher Arthur J & Co Common (AJG) | 2.9 | $66M | 235k | 281.37 |
|
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| Rtx Corporation Common (RTX) | 2.9 | $66M | 544k | 121.16 |
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| Colgate Palmolive Common (CL) | 2.8 | $65M | 623k | 103.81 |
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| Jpmorgan Chase & Co. Common (JPM) | 2.8 | $65M | 306k | 210.86 |
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| Exxon Mobil Corp Common (XOM) | 2.6 | $60M | 515k | 117.22 |
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| Mcdonalds Corp Common (MCD) | 2.6 | $60M | +2% | 197k | 304.51 |
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| Qualcomm Common (QCOM) | 2.6 | $59M | 346k | 170.05 |
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| Chevron Corp Common (CVX) | 2.5 | $57M | +2% | 387k | 147.27 |
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| Cincinnati Finl Corp Common (CINF) | 2.4 | $56M | 412k | 136.12 |
|
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| Procter And Gamble Common (PG) | 2.4 | $56M | 324k | 173.20 |
|
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| Johnson & Johnson Common (JNJ) | 2.4 | $56M | +2% | 346k | 162.06 |
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| Unilever Common (UL) | 2.4 | $56M | 859k | 64.96 |
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| Paychex Common (PAYX) | 2.4 | $54M | 405k | 134.19 |
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| Pepsico Common (PEP) | 2.3 | $53M | +2% | 313k | 170.05 |
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| Truist Finl Corp Common (TFC) | 2.3 | $53M | 1.2M | 42.77 |
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| Emerson Elec Common (EMR) | 2.3 | $53M | 484k | 109.37 |
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| Consolidated Edison Common (ED) | 2.3 | $52M | 499k | 104.13 |
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| General Mls Common (GIS) | 2.2 | $51M | +2% | 691k | 73.85 |
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| Kimberly-clark Corp Common (KMB) | 2.2 | $50M | 351k | 142.28 |
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| Verizon Communications Common (VZ) | 2.1 | $49M | +2% | 1.1M | 44.91 |
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| Texas Instrs Common (TXN) | 2.1 | $49M | 235k | 206.57 |
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| Pfizer Common (PFE) | 2.0 | $46M | +2% | 1.6M | 28.94 |
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| Nvidia Corporation Common (NVDA) | 1.0 | $23M | -2% | 190k | 121.44 |
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| Coca Cola Common (KO) | 0.8 | $18M | 244k | 71.86 |
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| Caterpillar Common (CAT) | 0.6 | $14M | 36k | 391.12 |
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| Oracle Corp Common (ORCL) | 0.5 | $11M | +4% | 62k | 170.40 |
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| Amazon Common (AMZN) | 0.5 | $10M | +5% | 56k | 186.33 |
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| Ishares Tr Common (IVV) | 0.4 | $10M | 18k | 576.83 |
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| Deere & Co Common (DE) | 0.4 | $10M | +5% | 24k | 417.33 |
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| Alphabet Common (GOOGL) | 0.4 | $9.5M | +7% | 57k | 165.85 |
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| Aflac Common (AFL) | 0.4 | $9.4M | 84k | 111.80 |
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| Blackstone Common (BX) | 0.4 | $8.8M | +5% | 57k | 153.13 |
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| Visa Common (V) | 0.4 | $8.6M | +8% | 31k | 274.95 |
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| Meta Platforms Common (META) | 0.4 | $8.2M | +9% | 14k | 572.45 |
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| Advanced Micro Devices Common (AMD) | 0.3 | $7.8M | +9% | 48k | 164.08 |
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| Goldman Sachs Group Common (GS) | 0.3 | $7.8M | +4% | 16k | 495.10 |
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| Sherwin Williams Common (SHW) | 0.3 | $7.8M | +4% | 20k | 381.68 |
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| Tjx Cos Common (TJX) | 0.3 | $7.6M | +3% | 65k | 117.54 |
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| Cisco Sys Common (CSCO) | 0.3 | $7.5M | +9% | 141k | 53.22 |
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| Carrier Global Corporation Common (CARR) | 0.3 | $7.4M | +9% | 92k | 80.49 |
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| Abbott Labs Common (ABT) | 0.3 | $7.4M | +7% | 65k | 114.01 |
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| Vulcan Matls Common (VMC) | 0.3 | $6.9M | 28k | 250.43 |
|
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| Stryker Corporation Common (SYK) | 0.3 | $6.9M | +7% | 19k | 361.26 |
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| Mastercard Incorporated Common (MA) | 0.3 | $6.9M | +4% | 14k | 493.80 |
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| Accenture Plc Ireland Common (ACN) | 0.3 | $6.6M | +7% | 19k | 353.47 |
|
| Target Corp Common (TGT) | 0.3 | $6.5M | +9% | 42k | 155.86 |
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| Eli Lilly & Co Common (LLY) | 0.3 | $5.8M | +3% | 6.5k | 885.94 |
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| Globe Life Common (GL) | 0.2 | $5.2M | 49k | 105.91 |
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| American Express Common (AXP) | 0.2 | $5.0M | +9% | 19k | 271.20 |
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| Vanguard Index Fds Common (VOO) | 0.2 | $4.4M | 8.4k | 527.66 |
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| Walmart Common (WMT) | 0.2 | $3.8M | +8% | 48k | 80.75 |
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| Dollar Gen Corp Common (DG) | 0.2 | $3.7M | +23% | 44k | 84.57 |
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| Merck & Co Common (MRK) | 0.2 | $3.5M | 31k | 113.56 |
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| Synovus Finl Corp Common (SNV) | 0.1 | $3.4M | 77k | 44.47 |
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| Regions Financial Corp Common (RF) | 0.1 | $3.3M | +7% | 140k | 23.33 |
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| Philip Morris Intl Common (PM) | 0.1 | $2.6M | 22k | 121.40 |
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| Altria Group Common (MO) | 0.1 | $2.1M | 41k | 51.04 |
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| Graco Common (GGG) | 0.1 | $2.1M | 24k | 87.51 |
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| Alphabet Common (GOOG) | 0.1 | $2.0M | 12k | 167.19 |
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| At&t Common (T) | 0.1 | $1.9M | 85k | 22.00 |
|
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| Spdr Gold Tr Common (GLD) | 0.1 | $1.9M | +12% | 7.7k | 243.06 |
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| Aon Common (AON) | 0.1 | $1.8M | 5.3k | 345.99 |
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| Genuine Parts Common (GPC) | 0.1 | $1.8M | 13k | 139.68 |
|
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| Invesco Qqq Tr Common (QQQ) | 0.1 | $1.8M | +83% | 3.6k | 488.08 |
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| Crane Company Common (CR) | 0.1 | $1.7M | 11k | 158.28 |
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| Republic Svcs Common (RSG) | 0.1 | $1.7M | 8.6k | 200.84 |
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| Modine Mfg Common (MOD) | 0.1 | $1.7M | 13k | 132.79 |
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| Bank America Corp Common (BAC) | 0.1 | $1.7M | 43k | 39.68 |
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| Costco Whsl Corp Common (COST) | 0.1 | $1.6M | +6% | 1.9k | 886.52 |
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| Mueller Inds Common (MLI) | 0.1 | $1.6M | 22k | 74.10 |
|
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| Ishares Tr Common (SHY) | 0.1 | $1.5M | +26% | 18k | 83.15 |
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| Northrop Grumman Corp Common (NOC) | 0.1 | $1.5M | 2.8k | 528.07 |
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| Honeywell Intl Common (HON) | 0.1 | $1.5M | 7.1k | 206.71 |
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| Waste Mgmt Inc Del Common (WM) | 0.1 | $1.4M | 6.8k | 207.60 |
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| Duke Energy Corp Common (DUK) | 0.1 | $1.4M | 12k | 115.30 |
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| Mondelez Intl Common (MDLZ) | 0.1 | $1.4M | 19k | 73.67 |
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| Spdr S&p 500 Etf Tr Common (SPY) | 0.1 | $1.4M | +5% | 2.4k | 573.67 |
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| Welltower Common (WELL) | 0.1 | $1.4M | 11k | 128.03 |
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| Textron Common (TXT) | 0.1 | $1.4M | 15k | 88.58 |
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| Bank New York Mellon Corp Common (BK) | 0.1 | $1.2M | 17k | 71.86 |
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| Wells Fargo Common (WFC) | 0.1 | $1.2M | 21k | 56.49 |
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| Select Sector Spdr Tr Common (XLV) | 0.1 | $1.2M | -12% | 7.7k | 154.02 |
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| Vanguard Scottsdale Fds Common (VONE) | 0.0 | $1.1M | 4.4k | 260.07 |
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| Novartis Common (NVS) | 0.0 | $1.1M | -3% | 9.8k | 115.02 |
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| Watts Water Technologies Common (WTS) | 0.0 | $1.1M | 5.4k | 207.19 |
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| Oneok Common (OKE) | 0.0 | $1.1M | 12k | 91.13 |
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| Conocophillips Common (COP) | 0.0 | $1.1M | +9% | 10k | 105.28 |
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| United Cmnty Bks Blairsvle G Common (UCB) | 0.0 | $1.1M | 38k | 29.08 |
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| Select Sector Spdr Tr Common (XLE) | 0.0 | $1.1M | +10% | 12k | 87.80 |
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| Spdr Ser Tr Common (BIL) | 0.0 | $1.1M | 12k | 91.81 |
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| Xylem Common (XYL) | 0.0 | $1.1M | 7.8k | 135.03 |
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| Disney Walt Common (DIS) | 0.0 | $1.1M | -5% | 11k | 96.19 |
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| Gatx Corp Common (GATX) | 0.0 | $995k | 7.5k | 132.44 |
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| Herc Hldgs Common (HRI) | 0.0 | $989k | 6.2k | 159.43 |
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| United Rentals Common (URI) | 0.0 | $941k | 1.2k | 809.73 |
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| Eaton Corp Common (ETN) | 0.0 | $930k | 2.8k | 331.44 |
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| Pacer Fds Tr Common (PTLC) | 0.0 | $925k | -14% | 18k | 52.55 |
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| Atlanta Braves Hldgs Common (BATRA) | 0.0 | $884k | 21k | 42.15 |
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| Royal Bk Cda Common (RY) | 0.0 | $797k | 6.4k | 124.73 |
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| Idex Corp Common (IEX) | 0.0 | $794k | 3.7k | 214.50 |
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| Diageo Common (DEO) | 0.0 | $772k | 5.5k | 140.34 |
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| Chubb Common (CB) | 0.0 | $763k | 2.6k | 288.39 |
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| Vanguard Whitehall Fds Common (VYM) | 0.0 | $760k | 5.9k | 128.20 |
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| Select Sector Spdr Tr Common (XLK) | 0.0 | $760k | 3.4k | 225.76 |
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| State Str Corp Common (STT) | 0.0 | $739k | 8.3k | 88.47 |
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| Banco Bilbao Vizcaya Argenta Common (BBVA) | 0.0 | $738k | 68k | 10.84 |
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| Yum Brands Common (YUM) | 0.0 | $718k | +3% | 5.1k | 139.72 |
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| Blackrock Common (BLK) | 0.0 | $712k | +15% | 750.00 | 949.57 |
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| Arcosa Common (ACA) | 0.0 | $711k | 7.5k | 94.76 |
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| American Elec Pwr Common (AEP) | 0.0 | $703k | 6.9k | 102.61 |
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| Diamondback Energy Common (FANG) | 0.0 | $671k | +18% | 3.9k | 172.41 |
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| Bristol-myers Squibb Common (BMY) | 0.0 | $667k | -21% | 13k | 51.74 |
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| Tesla Common (TSLA) | 0.0 | $664k | +27% | 2.5k | 261.63 |
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| Vanguard Index Fds Common (VO) | 0.0 | $663k | 2.5k | 263.87 |
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| Enpro Common (NPO) | 0.0 | $649k | 4.0k | 162.18 |
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| Cnh Indl N V Common (CNH) | 0.0 | $645k | 58k | 11.10 |
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| Reaves Util Income Common (UTG) | 0.0 | $624k | 19k | 32.81 |
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| United States Cellular Corp Common (USM) | 0.0 | $601k | 11k | 54.65 |
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| National Fuel Gas Common (NFG) | 0.0 | $588k | 9.7k | 60.61 |
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| Paccar Common (PCAR) | 0.0 | $575k | 5.8k | 98.68 |
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| Vaneck Etf Trust Common (SMH) | 0.0 | $573k | 2.3k | 245.45 |
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| Starbucks Corp Common (SBUX) | 0.0 | $572k | +23% | 5.9k | 97.49 |
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| Vanguard Index Fds Common (VUG) | 0.0 | $569k | -29% | 1.5k | 383.93 |
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| Zimmer Biomet Holdings Common (ZBH) | 0.0 | $568k | 5.3k | 107.94 |
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| General Dynamics Corp Common (GD) | 0.0 | $565k | +8% | 1.9k | 302.20 |
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| Ishares Silver Tr Common (SLV) | 0.0 | $564k | +3% | 20k | 28.41 |
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| Ryman Hospitality Pptys Common (RHP) | 0.0 | $563k | 5.3k | 107.24 |
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| Vanguard Index Fds Common (VTI) | 0.0 | $558k | 2.0k | 283.11 |
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| Martin Marietta Matls Common (MLM) | 0.0 | $553k | 1.0k | 538.25 |
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| Global Pmts Common (GPN) | 0.0 | $542k | -33% | 5.3k | 102.42 |
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| Iron Mtn Inc Del Common (IRM) | 0.0 | $538k | 4.5k | 118.83 |
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| Netflix Common (NFLX) | 0.0 | $533k | +12% | 751.00 | 709.27 |
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| Crescent Energy Company Common (CRGY) | 0.0 | $530k | 48k | 10.95 |
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| Kraft Heinz Common (KHC) | 0.0 | $524k | 15k | 35.11 |
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| Pnc Finl Svcs Group Common (PNC) | 0.0 | $522k | 2.8k | 184.85 |
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| Flowserve Corp Common (FLS) | 0.0 | $509k | 9.9k | 51.69 |
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| Madison Square Grdn Sprt Cor Common (MSGS) | 0.0 | $508k | 2.4k | 208.26 |
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| Vanguard World Common (VGT) | 0.0 | $499k | 851.00 | 586.69 |
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| Sony Group Corp Common (SONY) | 0.0 | $483k | 5.0k | 96.57 |
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| Vanguard Specialized Funds Common (VIG) | 0.0 | $481k | -4% | 2.4k | 198.08 |
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| Phillips 66 Common (PSX) | 0.0 | $479k | -7% | 3.6k | 131.45 |
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| Union Pac Corp Common (UNP) | 0.0 | $479k | +24% | 1.9k | 246.48 |
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| Norfolk Southn Corp Common (NSC) | 0.0 | $477k | 1.9k | 248.54 |
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| Automatic Data Processing In Common (ADP) | 0.0 | $473k | 1.7k | 276.73 |
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| Schwab Strategic Tr Common (FNDX) | 0.0 | $467k | 6.5k | 71.76 |
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| Micron Technology Common (MU) | 0.0 | $463k | -4% | 4.5k | 103.70 |
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| Newmont Corp Common (NEM) | 0.0 | $461k | 8.6k | 53.45 |
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| Energy Transfer Common (ET) | 0.0 | $457k | NEW | 29k | 16.05 |
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| Dominion Energy Common (D) | 0.0 | $457k | -10% | 7.9k | 57.79 |
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| Ishares Tr Common (DVY) | 0.0 | $440k | 3.3k | 135.08 |
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| Firstenergy Corp Common (FE) | 0.0 | $439k | 9.9k | 44.35 |
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| Salesforce Common (CRM) | 0.0 | $437k | +81% | 1.6k | 273.71 |
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| Simon Ppty Group Common (SPG) | 0.0 | $425k | 2.5k | 169.05 |
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| Marathon Pete Corp Common (MPC) | 0.0 | $415k | 2.5k | 162.91 |
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| Fortune Brands Innovations I Common (FBIN) | 0.0 | $414k | 4.6k | 89.53 |
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| Eversource Energy Common (ES) | 0.0 | $404k | 5.9k | 68.05 |
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| Entergy Corp Common (ETR) | 0.0 | $401k | 3.0k | 131.61 |
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| Trinity Inds Common (TRN) | 0.0 | $401k | 12k | 34.84 |
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| Boeing Common (BA) | 0.0 | $398k | 2.6k | 152.02 |
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| Schwab Strategic Tr Common (SCHK) | 0.0 | $398k | 7.2k | 55.29 |
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| Chemed Corp Common (CHE) | 0.0 | $397k | 660.00 | 600.97 |
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| Renaissancere Hldgs Common (RNR) | 0.0 | $395k | 1.5k | 272.40 |
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| Post Hldgs Common (POST) | 0.0 | $394k | 3.4k | 115.75 |
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| Ishares Tr Common (IHI) | 0.0 | $393k | 6.6k | 59.22 |
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| Kellanova Common (K) | 0.0 | $390k | 4.8k | 80.71 |
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| Dow Common (DOW) | 0.0 | $379k | 6.9k | 54.63 |
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| Regeneron Pharmaceuticals Common (REGN) | 0.0 | $378k | +71% | 360.00 | 1051.24 |
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| American Coastal Ins Corp Common (ACIC) | 0.0 | $378k | 34k | 11.27 |
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| Idacorp Common (IDA) | 0.0 | $377k | 3.7k | 103.09 |
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| Halliburton Common (HAL) | 0.0 | $373k | 13k | 29.05 |
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| Enterprise Prods Partners L Common (EPD) | 0.0 | $373k | 13k | 29.11 |
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| Invesco Exchange Traded Fd T Common (PRF) | 0.0 | $370k | -23% | 9.1k | 40.63 |
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| Ishares Tr Common (IVW) | 0.0 | $364k | 3.8k | 95.75 |
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| Clorox Co Del Common (CLX) | 0.0 | $362k | 2.2k | 162.91 |
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| Nasdaq Common (NDAQ) | 0.0 | $361k | 4.9k | 73.01 |
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| Itt Common (ITT) | 0.0 | $359k | 2.4k | 149.49 |
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| Alibaba Group Hldg Common (BABA) | 0.0 | $354k | 3.3k | 106.12 |
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| Griffon Corp Common (GFF) | 0.0 | $350k | 5.0k | 70.00 |
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| Capital One Finl Corp Common (COF) | 0.0 | $348k | 2.3k | 149.73 |
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| Air Prods & Chems Common (APD) | 0.0 | $347k | 1.2k | 297.67 |
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| Gilead Sciences Common (GILD) | 0.0 | $347k | 4.1k | 83.84 |
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| Nucor Corp Common (NUE) | 0.0 | $346k | 2.3k | 150.37 |
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| Southern Sts Bancshares Common (SSBK) | 0.0 | $344k | 11k | 30.73 |
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| Intel Corp Common (INTC) | 0.0 | $341k | -35% | 15k | 23.46 |
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| Agnico Eagle Mines Common (AEM) | 0.0 | $326k | 4.1k | 80.56 |
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| Xcel Energy Common (XEL) | 0.0 | $326k | +13% | 5.0k | 65.30 |
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| Smucker J M Common (SJM) | 0.0 | $324k | -62% | 2.7k | 121.12 |
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| Oreilly Automotive Common (ORLY) | 0.0 | $319k | +39% | 277.00 | 1151.60 |
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| Valmont Inds Common (VMI) | 0.0 | $319k | 1.1k | 289.95 |
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| Broadcom Common (AVGO) | 0.0 | $318k | NEW | 1.8k | 172.50 |
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| Annaly Capital Management In Common (NLY) | 0.0 | $318k | 16k | 20.07 |
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| Crane Nxt Common (CXT) | 0.0 | $309k | 5.5k | 56.10 |
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| Adobe Common (ADBE) | 0.0 | $307k | NEW | 592.00 | 517.78 |
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| Ishares Tr Common (IJH) | 0.0 | $306k | 4.9k | 62.32 |
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| Applied Matls Common (AMAT) | 0.0 | $304k | +40% | 1.5k | 201.99 |
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| Allstate Corp Common (ALL) | 0.0 | $303k | NEW | 1.6k | 189.65 |
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| Teck Resources Common (TECK) | 0.0 | $298k | 5.7k | 52.24 |
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| Microchip Technology Common (MCHP) | 0.0 | $293k | 3.7k | 80.29 |
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| Azz Common (AZZ) | 0.0 | $289k | 3.5k | 82.61 |
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| Sensient Technologies Corp Common (SXT) | 0.0 | $289k | 3.6k | 80.22 |
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| Ppg Inds Common (PPG) | 0.0 | $287k | 2.2k | 132.46 |
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| Kinder Morgan Inc Del Common (KMI) | 0.0 | $284k | 13k | 22.09 |
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| International Paper Common (IP) | 0.0 | $283k | 5.8k | 48.85 |
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| Schwab Charles Corp Common (SCHW) | 0.0 | $278k | 4.3k | 64.81 |
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| Northern Tr Corp Common (NTRS) | 0.0 | $276k | 3.1k | 90.03 |
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| Amgen Common (AMGN) | 0.0 | $275k | 852.00 | 322.26 |
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| Vanguard Index Fds Common (VTV) | 0.0 | $274k | 1.6k | 174.57 |
|
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| Conagra Brands Common (CAG) | 0.0 | $271k | 8.3k | 32.52 |
|
|
| Devon Energy Corp Common (DVN) | 0.0 | $268k | +8% | 6.9k | 39.12 |
|
| Vanguard World Common (VDE) | 0.0 | $265k | 2.2k | 122.47 |
|
|
| Ingersoll Rand Common (IR) | 0.0 | $263k | 2.7k | 98.17 |
|
|
| Edgewell Pers Care Common (EPC) | 0.0 | $254k | 7.0k | 36.34 |
|
|
| Blue Owl Capital Corporation Common (OBDC) | 0.0 | $254k | NEW | 17k | 14.57 |
|
| Archer Daniels Midland Common (ADM) | 0.0 | $253k | 4.2k | 59.74 |
|
|
| Campbell Soup Common (CPB) | 0.0 | $250k | 5.1k | 48.92 |
|
|
| Smith A O Corp Common (AOS) | 0.0 | $247k | 2.8k | 89.83 |
|
|
| Novo-nordisk A S Common (NVO) | 0.0 | $247k | NEW | 2.1k | 119.07 |
|
| Schlumberger Common (SLB) | 0.0 | $243k | +9% | 5.8k | 41.95 |
|
| Ross Stores Common (ROST) | 0.0 | $242k | NEW | 1.6k | 150.51 |
|
| Comcast Corp Common (CMCSA) | 0.0 | $241k | -9% | 5.8k | 41.77 |
|
| Vanguard World Common (MGK) | 0.0 | $241k | 747.00 | 322.00 |
|
|
| Brown Forman Corp Common (BF.A) | 0.0 | $240k | 5.0k | 48.08 |
|
|
| Lam Research Corp Common (LRCX) | 0.0 | $240k | +38% | 294.00 | 815.15 |
|
| Thermo Fisher Scientific Common (TMO) | 0.0 | $238k | 384.00 | 618.74 |
|
|
| Ishares Tr Common (IJR) | 0.0 | $237k | 2.0k | 116.99 |
|
|
| Tegna Common (TGNA) | 0.0 | $237k | 15k | 15.78 |
|
|
| Constellation Brands Common (STZ) | 0.0 | $236k | 917.00 | 257.74 |
|
|
| Medical Pptys Trust Common (MPW) | 0.0 | $232k | +112% | 40k | 5.85 |
|
| J P Morgan Exchange Traded F Common (BBUS) | 0.0 | $231k | 2.2k | 103.56 |
|
|
| Morgan Stanley Common (MS) | 0.0 | $227k | 2.2k | 104.24 |
|
|
| Ishares Tr Common (OEF) | 0.0 | $227k | 820.00 | 276.76 |
|
|
| Shell Common (SHEL) | 0.0 | $225k | 3.4k | 65.96 |
|
|
| Nike Common (NKE) | 0.0 | $223k | NEW | 2.5k | 88.40 |
|
| Boston Scientific Corp Common (BSX) | 0.0 | $223k | 2.7k | 83.80 |
|
|
| Energizer Hldgs Common (ENR) | 0.0 | $222k | 7.0k | 31.76 |
|
|
| Intuitive Surgical Common (ISRG) | 0.0 | $222k | NEW | 452.00 | 491.27 |
|
| First Solar Common (FSLR) | 0.0 | $222k | NEW | 889.00 | 249.44 |
|
| Schwab Strategic Tr Common (SCHX) | 0.0 | $218k | 3.2k | 67.85 |
|
|
| Schwab Strategic Tr Common (SCHD) | 0.0 | $218k | NEW | 2.6k | 84.52 |
|
| Ameren Corp Common (AEE) | 0.0 | $215k | NEW | 2.5k | 87.46 |
|
| L3harris Technologies Common (LHX) | 0.0 | $214k | NEW | 899.00 | 237.87 |
|
| Liberty Global Common (LBTYA) | 0.0 | $211k | 10k | 21.11 |
|
|
| Triumph Financial Common (TFIN) | 0.0 | $210k | 2.6k | 79.54 |
|
|
| Vanguard Index Fds Common (VOT) | 0.0 | $205k | NEW | 842.00 | 243.49 |
|
| Vanguard World Common (VFH) | 0.0 | $204k | NEW | 1.9k | 109.92 |
|
| Vanguard Index Fds Common (VB) | 0.0 | $203k | NEW | 857.00 | 237.29 |
|
| Proassurance Corp Common (PRA) | 0.0 | $190k | +5% | 13k | 15.04 |
|
| Ford Mtr Common (F) | 0.0 | $168k | 16k | 10.56 |
|
|
| Paramount Global Common (PARA) | 0.0 | $129k | 12k | 10.62 |
|
|
| Permian Basin Rty Tr Common (PBT) | 0.0 | $128k | 11k | 11.87 |
|
|
| Rivian Automotive Common (RIVN) | 0.0 | $122k | -2% | 11k | 11.22 |
|
| Ambev Sa Common (ABEV) | 0.0 | $108k | 44k | 2.44 |
|
|
| Wrap Technologies Common (WRAP) | 0.0 | $77k | 51k | 1.50 |
|
|
| Lexaria Bioscience Corp Common (LEXX) | 0.0 | $73k | 24k | 3.05 |
|
|
| Bitfarms Common (BITF) | 0.0 | $69k | 33k | 2.11 |
|
|
| Graftech Intl Common (EAF) | 0.0 | $45k | 34k | 1.32 |
|
|
| Bp Prudhoe Bay Rty Tr Common (BPT) | 0.0 | $35k | +60% | 34k | 1.05 |
|
| Argo Blockchain Common (ARBK) | 0.0 | $15k | 12k | 1.21 |
|
|
| Westwater Res Common (WWR) | 0.0 | $12k | 23k | 0.52 |
|
|
| Ampco-pittsburg Corp Common (AP.WS) | 0.0 | $1.1k | 12k | 0.10 |
|
Past Filings by Welch Group
SEC 13F filings are viewable for Welch Group going back to 2010
- 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
- Welch Group 2021 Q3 filed Nov. 5, 2021
- Welch Group 2021 Q2 filed July 21, 2021
- Welch Group 2021 Q1 filed April 23, 2021
- Welch Group 2020 Q4 filed Jan. 25, 2021