Welch Group
Latest statistics and disclosures from Welch Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, CSCO, ABBV, JPM, JNJ, and represent 16.70% of Welch Group's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$8.9M), PYLD, HD, MCD, AMAT, AJG, MSFT, PAYX, IBM, LMT.
- Started 23 new stock positions in SPCX, JAZZ, KEEL, DDD, TLN, MGM, MCHP, FBIN, FSLR, VVV. DAL, MRVL, CSX, PGEN, KLAC, UFOX, FLEX, HALO, TFIN, HONA, CVS, SSB, ASML.
- Reduced shares in these 10 stocks: MU (-$9.3M), ABT (-$6.7M), AMD (-$5.2M), CSCO, TXN, Honeywell International, SFBS, CAT, QCOM, AFL.
- Sold out of its positions in Bitfarms, BSX, FCX, Honeywell International, ISRG, KGC, KSCP, MWA, ProAssurance Corporation, CRM. VXF.
- Welch Group was a net buyer of stock by $26M.
- Welch Group has $2.9B in assets under management (AUM), dropping by 10.01%.
- Central Index Key (CIK): 0001443095
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Portfolio Holdings for Welch Group
Welch Group holds 320 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.7 | $108M | 373k | 289.36 |
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| Cisco Systems (CSCO) | 3.6 | $107M | -4% | 907k | 117.46 |
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| Abbvie (ABBV) | 3.2 | $94M | 371k | 251.64 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $91M | 277k | 327.33 |
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| Johnson & Johnson (JNJ) | 3.1 | $91M | 357k | 253.97 |
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| Raytheon Technologies Corp (RTX) | 3.0 | $88M | 462k | 189.73 |
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| International Business Machines (IBM) | 2.9 | $85M | +2% | 301k | 281.21 |
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| Servisfirst Bancshares (SFBS) | 2.8 | $83M | 960k | 86.75 |
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| Microsoft Corporation (MSFT) | 2.8 | $82M | +2% | 220k | 373.02 |
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| Qualcomm (QCOM) | 2.6 | $76M | 413k | 184.79 |
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| Texas Instruments Incorporated (TXN) | 2.6 | $76M | -4% | 256k | 298.07 |
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| Southern Company (SO) | 2.6 | $75M | 788k | 95.71 |
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| Nextera Energy (NEE) | 2.6 | $75M | 858k | 87.77 |
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| Cincinnati Financial Corporation (CINF) | 2.5 | $73M | 396k | 185.14 |
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| Chevron Corporation (CVX) | 2.4 | $72M | 432k | 165.76 |
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| Exxon Mobil Corporation (XOM) | 2.4 | $71M | 520k | 136.72 |
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| Home Depot (HD) | 2.4 | $71M | +5% | 200k | 352.68 |
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| Emerson Electric (EMR) | 2.3 | $67M | 466k | 143.15 |
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| Truist Financial Corp equities (TFC) | 2.3 | $67M | 1.3M | 49.82 |
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| Lockheed Martin Corporation (LMT) | 2.3 | $66M | +2% | 130k | 509.46 |
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| McDonald's Corporation (MCD) | 2.1 | $61M | +4% | 225k | 270.31 |
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| Arthur J. Gallagher & Co. (AJG) | 2.1 | $60M | +3% | 262k | 229.57 |
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| Consolidated Edison (ED) | 2.0 | $59M | 533k | 110.63 |
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| Colgate-Palmolive Company (CL) | 2.0 | $58M | 634k | 91.68 |
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| Procter & Gamble Company (PG) | 1.9 | $56M | +2% | 380k | 146.64 |
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| Pfizer (PFE) | 1.8 | $53M | +2% | 2.2M | 24.08 |
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| American Electric Power Company (AEP) | 1.8 | $53M | +2% | 385k | 136.81 |
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| Verizon Communications (VZ) | 1.7 | $51M | 1.2M | 42.34 |
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| Kimberly-Clark Corporation (KMB) | 1.7 | $51M | +3% | 462k | 109.77 |
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| Paychex (PAYX) | 1.7 | $50M | +3% | 504k | 98.33 |
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| Pepsi (PEP) | 1.6 | $47M | 346k | 135.40 |
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| Caterpillar (CAT) | 1.4 | $41M | -2% | 38k | 1064.91 |
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| NVIDIA Corporation (NVDA) | 1.2 | $35M | 175k | 200.09 |
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| Advanced Micro Devices (AMD) | 1.2 | $34M | -13% | 58k | 580.91 |
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| Micron Technology (MU) | 1.1 | $32M | -22% | 28k | 1154.28 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $24M | +20% | 914k | 26.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $23M | 64k | 357.37 |
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| Coca-Cola Company (KO) | 0.8 | $23M | +2% | 280k | 81.27 |
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| Applied Materials (AMAT) | 0.6 | $18M | +14% | 25k | 723.01 |
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| Eli Lilly & Co. (LLY) | 0.6 | $18M | +96% | 15k | 1199.43 |
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| Deere & Company (DE) | 0.6 | $18M | +3% | 28k | 634.33 |
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| Palo Alto Networks (PANW) | 0.6 | $18M | +3% | 52k | 341.02 |
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| Amazon (AMZN) | 0.6 | $17M | +3% | 70k | 238.34 |
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| Goldman Sachs (GS) | 0.6 | $17M | +2% | 16k | 1011.39 |
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| Visa Com Cl A (V) | 0.5 | $16M | +7% | 46k | 343.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $14M | 18k | 748.88 |
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| Broadcom (AVGO) | 0.5 | $13M | +4% | 35k | 377.75 |
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| TJX Companies (TJX) | 0.4 | $12M | +6% | 80k | 151.50 |
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| Oracle Corporation (ORCL) | 0.4 | $12M | +6% | 79k | 146.55 |
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| Carrier Global Corporation (CARR) | 0.4 | $11M | +7% | 154k | 73.35 |
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| Meta Platforms Cl A (META) | 0.4 | $11M | +12% | 20k | 563.30 |
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| Target Corporation (TGT) | 0.4 | $11M | +5% | 84k | 130.61 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $11M | +13% | 21k | 513.61 |
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| Sherwin-Williams Company (SHW) | 0.4 | $11M | +15% | 31k | 344.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $10M | +8% | 88k | 117.67 |
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| Stryker Corporation (SYK) | 0.3 | $10M | +19% | 32k | 314.84 |
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| Globe Life (GL) | 0.3 | $8.2M | 46k | 178.68 |
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| Tesla Motors (TSLA) | 0.3 | $8.2M | +16% | 20k | 420.60 |
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| Vulcan Materials Company (VMC) | 0.3 | $8.1M | 28k | 295.01 |
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| American Express Company (AXP) | 0.2 | $6.4M | 19k | 338.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.8M | -3% | 8.5k | 686.83 |
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| Wal-Mart Stores (WMT) | 0.2 | $5.7M | 51k | 113.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $5.5M | +38% | 7.3k | 746.79 |
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| Merck & Co (MRK) | 0.2 | $4.8M | 37k | 128.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.8M | +3% | 14k | 353.32 |
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| Norfolk Southern (NSC) | 0.2 | $4.6M | 15k | 314.58 |
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| Regions Financial Corporation (RF) | 0.2 | $4.5M | 150k | 30.20 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $4.5M | +14% | 57k | 79.42 |
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| AFLAC Incorporated (AFL) | 0.2 | $4.5M | -15% | 38k | 117.25 |
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| Philip Morris International (PM) | 0.1 | $3.9M | 22k | 180.91 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.8M | 65k | 58.20 |
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| Modine Manufacturing (MOD) | 0.1 | $3.5M | 13k | 267.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.3M | -11% | 4.4k | 736.46 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.2M | -4% | 8.6k | 368.38 |
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| Altria (MO) | 0.1 | $3.0M | 42k | 71.95 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $2.7M | -15% | 27k | 100.88 |
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| Mueller Industries (MLI) | 0.1 | $2.7M | 22k | 122.93 |
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| Crane Company Common Stock (CR) | 0.1 | $2.5M | 11k | 223.07 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.4M | 17k | 144.61 |
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| Welltower Inc Com reit (WELL) | 0.1 | $2.4M | 11k | 226.97 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.4M | 29k | 82.11 |
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| Watts Water Technologies Cl A (WTS) | 0.1 | $2.1M | 5.4k | 391.45 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.0M | +2% | 25k | 82.64 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.0M | +4% | 2.1k | 935.48 |
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| Waste Management (WM) | 0.1 | $1.8M | 8.2k | 222.87 |
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| Bank of America Corporation (BAC) | 0.1 | $1.8M | +4% | 32k | 56.98 |
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| At&t (T) | 0.1 | $1.8M | 87k | 20.70 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.8M | 2.7k | 655.89 |
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| Republic Services (RSG) | 0.1 | $1.7M | 8.1k | 213.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | 4.6k | 370.01 |
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| Aon Shs Cl A (AON) | 0.1 | $1.7M | 5.1k | 331.69 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $1.7M | 67k | 25.06 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | +2% | 13k | 126.58 |
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| Genuine Parts Company (GPC) | 0.1 | $1.6M | 14k | 117.98 |
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| Intel Corporation (INTC) | 0.1 | $1.6M | -22% | 11k | 139.63 |
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| Gra (GGG) | 0.1 | $1.6M | 21k | 75.61 |
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| EnPro Industries (NPO) | 0.1 | $1.5M | 4.0k | 376.93 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.5M | 13k | 117.45 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.4M | 4.2k | 338.72 |
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| Textron (TXT) | 0.0 | $1.4M | 15k | 91.73 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | 2.8k | 509.31 |
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| Abbott Laboratories (ABT) | 0.0 | $1.4M | -82% | 16k | 90.74 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.4M | +6% | 7.2k | 190.51 |
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| Rbc Cad (RY) | 0.0 | $1.3M | 6.5k | 206.97 |
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| GATX Corporation (GATX) | 0.0 | $1.3M | 7.5k | 177.19 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $1.3M | +3% | 11k | 116.67 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.3M | +10% | 3.1k | 426.12 |
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| Oneok (OKE) | 0.0 | $1.3M | 15k | 86.94 |
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| State Street Corporation (STT) | 0.0 | $1.3M | 7.6k | 169.60 |
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| Corning Incorporated (GLW) | 0.0 | $1.3M | 5.1k | 255.43 |
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| United Rentals (URI) | 0.0 | $1.3M | 1.1k | 1132.89 |
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| O'reilly Automotive (ORLY) | 0.0 | $1.3M | +2% | 14k | 92.09 |
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| ConocoPhillips (COP) | 0.0 | $1.2M | 12k | 103.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.2M | +8% | 7.5k | 158.03 |
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| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $1.2M | 21k | 56.31 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.2M | 22k | 53.47 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.1M | -23% | 7.3k | 156.72 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1M | 13k | 85.49 |
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| Newmont Mining Corporation (NEM) | 0.0 | $1.1M | 12k | 93.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | +494% | 13k | 86.14 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.1M | +18% | 2.5k | 433.28 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.1M | -6% | 2.9k | 373.78 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.1M | 19k | 57.84 |
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| Chubb (CB) | 0.0 | $1.1M | 3.2k | 340.74 |
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| Arcosa (ACA) | 0.0 | $1.1M | 7.5k | 145.29 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $1.1M | 12k | 91.64 |
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| Blackrock (BLK) | 0.0 | $1.1M | 1.1k | 961.60 |
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| Diamondback Energy (FANG) | 0.0 | $981k | 5.6k | 175.79 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $980k | 2.4k | 401.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $963k | +32% | 4.1k | 236.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $925k | -2% | 3.1k | 300.45 |
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| Xylem (XYL) | 0.0 | $922k | 7.8k | 118.21 |
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| Ge Vernova (GEV) | 0.0 | $914k | -2% | 778.00 | 1175.37 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $914k | 26k | 35.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $883k | +700% | 7.4k | 119.52 |
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| Boeing Company (BA) | 0.0 | $876k | 4.0k | 216.45 |
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| Yum! Brands (YUM) | 0.0 | $873k | 5.5k | 159.86 |
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| Walt Disney Company (DIS) | 0.0 | $862k | -7% | 9.0k | 96.25 |
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| IDEX Corporation (IEX) | 0.0 | $841k | 3.7k | 226.95 |
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| Honeywell Aerospace (HONA) | 0.0 | $837k | NEW | 3.8k | 221.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $833k | +14% | 5.3k | 156.30 |
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| Herc Hldgs (HRI) | 0.0 | $831k | 5.8k | 143.34 |
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| General Dynamics Corporation (GD) | 0.0 | $813k | 2.3k | 354.24 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $803k | 20k | 40.72 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $793k | 14k | 58.26 |
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| Netflix (NFLX) | 0.0 | $785k | 11k | 71.40 |
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| National Fuel Gas (NFG) | 0.0 | $780k | 10k | 77.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $780k | -3% | 5.7k | 137.53 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $762k | +282% | 9.5k | 80.57 |
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| Bristol Myers Squibb (BMY) | 0.0 | $759k | +8% | 13k | 57.62 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
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| PNC Financial Services (PNC) | 0.0 | $742k | 3.0k | 246.22 |
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| Flowserve Corporation (FLS) | 0.0 | $731k | 9.9k | 74.16 |
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| Entergy Corporation (ETR) | 0.0 | $724k | 6.3k | 114.86 |
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| Simon Property (SPG) | 0.0 | $719k | +3% | 3.2k | 223.68 |
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| Kinder Morgan (KMI) | 0.0 | $697k | -4% | 22k | 31.97 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $688k | 13k | 53.11 |
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| Dominion Resources (D) | 0.0 | $677k | +4% | 9.9k | 68.29 |
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| Ryman Hospitality Pptys (RHP) | 0.0 | $675k | 5.3k | 128.55 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $655k | 34k | 19.12 |
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| Cnh Indl N V SHS (CNH) | 0.0 | $653k | 58k | 11.23 |
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| Valmont Industries (VMI) | 0.0 | $641k | 1.1k | 577.60 |
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| Iron Mountain (IRM) | 0.0 | $640k | 5.1k | 126.31 |
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| Cardinal Health (CAH) | 0.0 | $640k | 2.7k | 237.56 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $608k | 20k | 31.10 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $608k | 10k | 59.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $607k | 8.5k | 71.25 |
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| Gilead Sciences (GILD) | 0.0 | $594k | +12% | 4.7k | 126.34 |
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| Martin Marietta Materials (MLM) | 0.0 | $576k | 999.00 | 576.70 |
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| Union Pacific Corporation (UNP) | 0.0 | $567k | 2.1k | 272.06 |
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| Nucor Corporation (NUE) | 0.0 | $559k | 2.5k | 222.75 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $553k | -4% | 2.2k | 255.67 |
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| Ida (IDA) | 0.0 | $553k | 3.7k | 151.30 |
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| Northern Trust Corporation (NTRS) | 0.0 | $548k | 3.2k | 173.84 |
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| AZZ Incorporated (AZZ) | 0.0 | $543k | 3.5k | 155.05 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $537k | 1.1k | 501.41 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $531k | +18% | 3.1k | 173.52 |
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| Marvell Technology (MRVL) | 0.0 | $530k | NEW | 1.8k | 297.89 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $529k | 849.00 | 623.54 |
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| Phillips 66 (PSX) | 0.0 | $527k | -6% | 3.1k | 169.03 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $522k | -10% | 6.3k | 83.07 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $520k | 14k | 36.06 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $505k | 25k | 20.06 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $502k | 9.3k | 54.03 |
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| Teradyne (TER) | 0.0 | $500k | 1.0k | 483.84 |
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| Travelers Companies (TRV) | 0.0 | $499k | +2% | 1.5k | 330.15 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $492k | 5.1k | 96.46 |
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| FirstEnergy (FE) | 0.0 | $488k | 10k | 47.54 |
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| Griffon Corporation (GFF) | 0.0 | $488k | 5.0k | 97.53 |
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| Morgan Stanley Com New (MS) | 0.0 | $485k | 2.3k | 209.04 |
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| Capital One Financial (COF) | 0.0 | $484k | 2.4k | 200.62 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $483k | 19k | 25.04 |
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| Zimmer Holdings (ZBH) | 0.0 | $478k | 5.6k | 86.09 |
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| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $475k | 48k | 9.82 |
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| Itt (ITT) | 0.0 | $475k | 2.4k | 197.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $468k | 4.5k | 103.88 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $460k | 1.5k | 316.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $458k | 600.00 | 763.14 |
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| Enterprise Products Partners (EPD) | 0.0 | $450k | 12k | 36.76 |
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| Sensient Technologies Corporation (SXT) | 0.0 | $444k | 3.6k | 123.29 |
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| T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA) | 0.0 | $439k | 9.2k | 47.53 |
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| Eversource Energy (ES) | 0.0 | $435k | 6.0k | 72.27 |
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| Amgen (AMGN) | 0.0 | $429k | 1.2k | 362.22 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $428k | 4.0k | 107.12 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $428k | -7% | 2.6k | 163.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $427k | -6% | 5.5k | 77.11 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $425k | +45% | 1.9k | 217.93 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $410k | 9.9k | 41.43 |
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| Halliburton Company (HAL) | 0.0 | $406k | 12k | 33.95 |
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| Xcel Energy (XEL) | 0.0 | $401k | 5.0k | 80.30 |
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| United States Cellular Corporation (AD) | 0.0 | $399k | 11k | 36.26 |
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| Trinity Industries (TRN) | 0.0 | $398k | 12k | 34.58 |
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| Nasdaq Omx (NDAQ) | 0.0 | $396k | 5.0k | 78.82 |
|
|
| 3M Company (MMM) | 0.0 | $394k | 2.4k | 161.92 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $391k | 3.6k | 107.62 |
|
|
| Global Payments (GPN) | 0.0 | $385k | -9% | 5.3k | 72.56 |
|
| Cadence Design Systems (CDNS) | 0.0 | $380k | 1.0k | 375.32 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $380k | -12% | 1.7k | 223.95 |
|
| Fb Finl (FBK) | 0.0 | $377k | +11% | 6.8k | 55.35 |
|
| Air Products & Chemicals (APD) | 0.0 | $376k | 1.3k | 293.18 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $373k | 6.3k | 59.46 |
|
|
| Krystal Biotech (KRYS) | 0.0 | $372k | 1.0k | 371.67 |
|
|
| Ross Stores (ROST) | 0.0 | $370k | 1.7k | 212.85 |
|
|
| Constellation Energy (CEG) | 0.0 | $370k | 1.5k | 248.37 |
|
|
| Allstate Corporation (ALL) | 0.0 | $366k | 1.5k | 237.94 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $358k | +429% | 4.1k | 87.91 |
|
| Starbucks Corporation (SBUX) | 0.0 | $356k | 3.5k | 102.19 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $345k | NEW | 2.0k | 170.86 |
|
| Lowe's Companies (LOW) | 0.0 | $343k | +9% | 1.6k | 220.44 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $337k | 920.00 | 365.87 |
|
|
| Sphere Entertainment Cl A (SPHR) | 0.0 | $335k | 1.9k | 173.03 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $334k | 6.8k | 49.41 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $323k | -4% | 676.00 | 477.57 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $321k | 2.1k | 150.13 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $319k | -9% | 2.2k | 148.28 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $316k | -33% | 3.9k | 80.38 |
|
| Shell Spon Ads (SHEL) | 0.0 | $315k | 4.1k | 77.54 |
|
|
| SLB Com Stk (SLB) | 0.0 | $311k | 6.7k | 46.49 |
|
|
| L3harris Technologies (LHX) | 0.0 | $310k | 1.1k | 290.59 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $307k | 660.00 | 465.74 |
|
|
| Smartfinancial Com New (SMBK) | 0.0 | $305k | 6.5k | 46.92 |
|
|
| Linde SHS (LIN) | 0.0 | $303k | 583.00 | 518.93 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $300k | 3.4k | 88.26 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $299k | 2.2k | 134.69 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $294k | +37% | 9.3k | 31.71 |
|
| Agnico (AEM) | 0.0 | $292k | 1.9k | 155.13 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $287k | NEW | 144.00 | 1989.44 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $284k | +3% | 26k | 10.87 |
|
| Crane Holdings (CXT) | 0.0 | $281k | 5.5k | 51.16 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $278k | +2% | 2.5k | 110.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $278k | +35% | 1.4k | 205.02 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $278k | 3.7k | 75.51 |
|
|
| Ameren Corporation (AEE) | 0.0 | $277k | 2.5k | 113.04 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $277k | NEW | 3.0k | 93.67 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $276k | 9.4k | 29.43 |
|
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.0 | $275k | +5% | 14k | 20.43 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $274k | 893.00 | 306.30 |
|
|
| Hancock Holding Company (HWC) | 0.0 | $272k | 3.6k | 74.72 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $272k | 11k | 24.55 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $271k | 3.6k | 76.29 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $271k | +8% | 3.6k | 75.46 |
|
| PPG Industries (PPG) | 0.0 | $265k | 2.2k | 121.29 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $261k | 1.7k | 156.99 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $261k | 860.00 | 303.24 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $261k | +3% | 4.6k | 56.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $260k | +285% | 2.1k | 124.17 |
|
| United Ins Hldgs (ACIC) | 0.0 | $259k | 23k | 11.10 |
|
|
| Citigroup Com New (C) | 0.0 | $257k | 1.8k | 139.92 |
|
|
| Fortune Brands (FBIN) | 0.0 | $254k | NEW | 4.6k | 54.90 |
|
| Corteva (CTVA) | 0.0 | $252k | 3.0k | 84.69 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $251k | 1.9k | 131.63 |
|
|
| CSX Corporation (CSX) | 0.0 | $248k | NEW | 5.2k | 47.53 |
|
| Dollar General (DG) | 0.0 | $244k | 2.1k | 115.12 |
|
|
| FedEx Corporation (FDX) | 0.0 | $243k | +6% | 777.00 | 313.11 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $243k | 4.0k | 61.46 |
|
|
| Hubbell (HUBB) | 0.0 | $243k | 464.00 | 523.20 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $242k | -8% | 4.0k | 60.40 |
|
| Unilever Spon Adr New (UL) | 0.0 | $239k | -33% | 4.0k | 60.12 |
|
| Medical Properties Trust (MPT) | 0.0 | $239k | +4% | 52k | 4.62 |
|
| Casey's General Stores (CASY) | 0.0 | $238k | 300.00 | 794.79 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $236k | 13k | 17.73 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $235k | 3.1k | 76.40 |
|
|
| Clorox Company (CLX) | 0.0 | $231k | -9% | 2.4k | 95.44 |
|
| Illinois Tool Works (ITW) | 0.0 | $229k | 845.00 | 270.59 |
|
|
| Paccar (PCAR) | 0.0 | $228k | 1.9k | 120.12 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $227k | NEW | 4.8k | 47.81 |
|
| Valvoline Inc Common (VVV) | 0.0 | $227k | NEW | 5.7k | 39.54 |
|
| Evergy (EVRG) | 0.0 | $225k | 2.6k | 86.43 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $224k | 2.0k | 114.18 |
|
|
| International Paper Company (IP) | 0.0 | $221k | 5.8k | 38.10 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $218k | NEW | 903.00 | 240.97 |
|
| Etf Ser Solutions Defiance Space A (UFOX) | 0.0 | $217k | NEW | 2.3k | 95.04 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $214k | 4.0k | 53.19 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $211k | NEW | 2.7k | 78.27 |
|
| Flex Ord (FLEX) | 0.0 | $211k | NEW | 1.3k | 162.07 |
|
| First Solar (FSLR) | 0.0 | $210k | NEW | 891.00 | 235.96 |
|
| Kla Corp Com New (KLAC) | 0.0 | $208k | NEW | 690.00 | 301.71 |
|
| Ingersoll Rand (IR) | 0.0 | $206k | 2.5k | 81.99 |
|
|
| Talen Energy Corp (TLN) | 0.0 | $204k | NEW | 530.00 | 384.26 |
|
| McKesson Corporation (MCK) | 0.0 | $203k | 269.00 | 755.60 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $202k | NEW | 2.0k | 103.45 |
|
| Triumph Ban (TFIN) | 0.0 | $202k | NEW | 2.6k | 76.31 |
|
| Microchip Technology (MCHP) | 0.0 | $202k | NEW | 2.2k | 91.20 |
|
| Southstate Bk Corp (SSB) | 0.0 | $201k | NEW | 2.0k | 99.90 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $192k | 11k | 17.35 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $192k | 10k | 18.87 |
|
|
| Keel Infrastructure Corp Com Shs (KEEL) | 0.0 | $188k | NEW | 33k | 5.74 |
|
| Cross Timbers Rty Tr Tr Unit (CRT) | 0.0 | $151k | +12% | 17k | 9.04 |
|
| Precigen (PGEN) | 0.0 | $143k | NEW | 25k | 5.70 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $142k | 45k | 3.14 |
|
|
| Zedge CL B (ZDGE) | 0.0 | $142k | 46k | 3.10 |
|
|
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $114k | +18% | 36k | 3.21 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $114k | +3% | 10k | 10.90 |
|
| Marine Pete Tr Unit Ben Int (MARPS) | 0.0 | $90k | +25% | 20k | 4.52 |
|
| Mesa Rty Tr Unit Ben Int (MTR) | 0.0 | $70k | +37% | 23k | 3.10 |
|
| 3d Sys Corp Del Com New (DDD) | 0.0 | $60k | NEW | 20k | 3.02 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $59k | +51% | 21k | 2.78 |
|
| Gray Television (GTN) | 0.0 | $49k | 12k | 3.97 |
|
|
| Westwater Res Com New (WWR) | 0.0 | $15k | +32% | 31k | 0.51 |
|
| Castellum Com New (CTM) | 0.0 | $7.2k | 10k | 0.72 |
|
Past Filings by Welch Group
SEC 13F filings are viewable for Welch Group going back to 2010
- Welch Group 2026 Q2 filed July 23, 2026
- Welch Group 2026 Q1 filed April 21, 2026
- 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