Welch Group
Latest statistics and disclosures from Welch Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, RTX, CVX, XOM, JNJ, and represent 16.92% of Welch Group's stock portfolio.
- Added to shares of these 10 stocks: KMB (+$12M), PAYX (+$7.2M), AMAT (+$6.8M), AEP (+$6.7M), AJG (+$5.2M), TSLA (+$5.0M), PFE, QCOM, NSC, PG.
- Started 23 new stock positions in TUA, ADBE, TSM, IWF, MWA, SCHD, GLW, BRK.A, CASY, PNFP. AGNC, MARPS, CTVA, KRYS, FCX, ADM, KSCP, SPHR, HBAN, EVRG, CRT, TER, IR.
- Reduced shares in these 10 stocks: , RTX (-$7.2M), XLP (-$6.5M), SPY (-$5.2M), JNJ (-$5.2M), XOM, LMT, SNV, GIS, SFBS.
- Sold out of its positions in BABA, NLY, Cadence Bank, CGXU, COIN, DAL, FSLR, FBIN, GIS, SPLV. IYK, IJS, IBIT, LVS, MCHP, OPEN, PULS, XLV, SNV, Tegna, VNQ, ACN.
- Welch Group was a net buyer of stock by $29M.
- Welch Group has $2.7B in assets under management (AUM), dropping by 2.62%.
- Central Index Key (CIK): 0001443095
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Portfolio Holdings for Welch Group
Welch Group holds 308 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Common (AAPL) | 3.6 | $95M | 375k | 253.79 |
|
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| Rtx Corporation Common (RTX) | 3.4 | $89M | -7% | 463k | 192.90 |
|
| Chevron Corporation Common (CVX) | 3.3 | $89M | 430k | 206.90 |
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| Exxon Mobil Corp Common (XOM) | 3.3 | $89M | -4% | 524k | 169.66 |
|
| Johnson & Johnson Common (JNJ) | 3.3 | $88M | -5% | 359k | 244.44 |
|
| Jpmorgan Chase & Co Common (JPM) | 3.1 | $82M | 277k | 294.16 |
|
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| Abbvie Common (ABBV) | 3.0 | $80M | 366k | 217.49 |
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| Microsoft Corp Common (MSFT) | 3.0 | $79M | +3% | 214k | 370.17 |
|
| Nextera Energy Common (NEE) | 3.0 | $79M | 853k | 92.88 |
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| Lockheed Martin Corp Common (LMT) | 2.9 | $77M | -4% | 127k | 604.39 |
|
| Southern Common (SO) | 2.8 | $76M | 783k | 96.52 |
|
|
| Cisco Sys Common (CSCO) | 2.8 | $74M | 947k | 77.59 |
|
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| International Business Machs Common (IBM) | 2.7 | $72M | 295k | 242.39 |
|
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| Servisfirst Bancshares Common (SFBS) | 2.7 | $71M | -2% | 976k | 72.83 |
|
| Mcdonalds Corp Common (MCD) | 2.5 | $67M | 215k | 310.79 |
|
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| Home Depot Common (HD) | 2.4 | $63M | +3% | 191k | 328.89 |
|
| Cincinnati Finl Corp Common (CINF) | 2.3 | $62M | 397k | 157.35 |
|
|
| Truist Finl Corp Common (TFC) | 2.3 | $61M | 1.3M | 45.97 |
|
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| Emerson Elec Common (EMR) | 2.3 | $61M | -2% | 466k | 131.02 |
|
| Verizon Communications Common (VZ) | 2.3 | $60M | 1.2M | 50.20 |
|
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| Pfizer Common (PFE) | 2.3 | $60M | +8% | 2.1M | 28.08 |
|
| Consolidated Edison Common (ED) | 2.2 | $60M | 529k | 113.18 |
|
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| Gallagher Arthur J & Co Common (AJG) | 2.1 | $55M | +10% | 253k | 216.58 |
|
| Qualcomm Common (QCOM) | 2.0 | $54M | +8% | 418k | 128.78 |
|
| Procter & Gamble Common (PG) | 2.0 | $54M | +6% | 370k | 144.44 |
|
| Colgate Palmolive Common (CL) | 2.0 | $53M | +2% | 627k | 85.23 |
|
| Pepsico Common (PEP) | 2.0 | $53M | +4% | 340k | 155.29 |
|
| Texas Instrs Common (TXN) | 1.9 | $52M | 267k | 194.14 |
|
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| American Elec Pwr Common (AEP) | 1.9 | $49M | +15% | 377k | 131.08 |
|
| Paychex Common (PAYX) | 1.7 | $45M | +19% | 484k | 92.12 |
|
| Kimberly-clark Corp Common (KMB) | 1.6 | $43M | +37% | 447k | 96.47 |
|
| Nvidia Corporation Common (NVDA) | 1.2 | $31M | 177k | 174.40 |
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| Caterpillar Common (CAT) | 1.0 | $28M | -3% | 39k | 708.47 |
|
| Coca Cola Common (KO) | 0.8 | $21M | 274k | 76.05 |
|
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| Pimco Etf Tr Common (PYLD) | 0.7 | $20M | +3% | 759k | 26.20 |
|
| Alphabet Common (GOOGL) | 0.7 | $18M | 64k | 287.56 |
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| Deere & Co Common (DE) | 0.6 | $15M | 27k | 563.30 |
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| Amazon Common (AMZN) | 0.5 | $14M | +3% | 68k | 208.27 |
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| Advanced Micro Devices Common (AMD) | 0.5 | $14M | 67k | 203.43 |
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| Goldman Sachs Group Common (GS) | 0.5 | $14M | -2% | 16k | 846.00 |
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| Visa Common (V) | 0.5 | $13M | +4% | 43k | 302.24 |
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| Micron Technology Common (MU) | 0.5 | $12M | 36k | 337.84 |
|
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| Tjx Cos Common (TJX) | 0.5 | $12M | 75k | 159.70 |
|
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| Ishares Tr Common (IVV) | 0.4 | $12M | -4% | 18k | 653.22 |
|
| Oracle Corp Common (ORCL) | 0.4 | $11M | +9% | 75k | 147.11 |
|
| Broadcom Common (AVGO) | 0.4 | $10M | 34k | 309.51 |
|
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| Meta Platforms Common (META) | 0.4 | $10M | +5% | 17k | 572.14 |
|
| Target Corp Common (TGT) | 0.4 | $9.7M | +29% | 80k | 121.20 |
|
| Blackstone Common (BX) | 0.3 | $9.3M | +20% | 81k | 114.99 |
|
| Mastercard Incorporated Common (MA) | 0.3 | $9.1M | +8% | 18k | 499.67 |
|
| Abbott Laboratories Common (ABT) | 0.3 | $9.1M | +9% | 89k | 102.67 |
|
| Stryker Corporation Common (SYK) | 0.3 | $8.8M | +6% | 27k | 328.59 |
|
| Sherwin Williams Common (SHW) | 0.3 | $8.6M | +5% | 27k | 320.55 |
|
| Carrier Global Corporation Common (CARR) | 0.3 | $8.1M | +13% | 143k | 56.31 |
|
| Palo Alto Networks Common (PANW) | 0.3 | $8.0M | +21% | 50k | 160.32 |
|
| Vulcan Matls Common (VMC) | 0.3 | $7.5M | 28k | 272.30 |
|
|
| Applied Matls Common (AMAT) | 0.3 | $7.5M | +1040% | 22k | 341.79 |
|
| Eli Lilly & Co Common (LLY) | 0.3 | $7.0M | 7.6k | 919.77 |
|
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| Globe Life Common (GL) | 0.2 | $6.5M | 47k | 139.17 |
|
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| Tesla Common (TSLA) | 0.2 | $6.2M | +420% | 17k | 371.75 |
|
| Walmart Common (WMT) | 0.2 | $6.2M | 50k | 124.28 |
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| American Express Common (AXP) | 0.2 | $5.7M | 19k | 302.48 |
|
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| Vanguard Index Fds Common (VOO) | 0.2 | $5.2M | -12% | 8.8k | 597.58 |
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| Aflac Common (AFL) | 0.2 | $5.0M | -15% | 45k | 109.71 |
|
| World Gold Tr Common (GLDM) | 0.2 | $4.6M | +135% | 50k | 92.69 |
|
| Merck & Co Common (MRK) | 0.2 | $4.4M | +6% | 37k | 120.29 |
|
| Norfolk Southn Corp Common (NSC) | 0.2 | $4.2M | +364% | 15k | 286.99 |
|
| Regions Financial Corp Common (RF) | 0.1 | $3.9M | 150k | 26.12 |
|
|
| Spdr Gold Tr Common (GLD) | 0.1 | $3.9M | -5% | 9.1k | 430.29 |
|
| Vanguard Scottsdale Fds Common (VGSH) | 0.1 | $3.9M | +4% | 66k | 58.54 |
|
| Alphabet Common (GOOG) | 0.1 | $3.8M | 13k | 286.85 |
|
|
| Philip Morris Intl Common (PM) | 0.1 | $3.5M | 22k | 165.34 |
|
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| State Str Spdr S&p 500 Etf T Common (SPY) | 0.1 | $3.4M | -60% | 5.3k | 650.33 |
|
| Invesco Qqq Tr Common (QQQ) | 0.1 | $2.9M | +16% | 5.0k | 577.23 |
|
| Modine Mfg Common (MOD) | 0.1 | $2.8M | 13k | 216.71 |
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| Altria Group Common (MO) | 0.1 | $2.8M | 42k | 65.99 |
|
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| Pinnacle Finl Partners Common (PNFP) | 0.1 | $2.7M | NEW | 32k | 86.14 |
|
| At&t Common (T) | 0.1 | $2.5M | -2% | 87k | 28.99 |
|
| Mueller Inds Common (MLI) | 0.1 | $2.4M | 22k | 110.80 |
|
|
| Ishares Tr Common (SHY) | 0.1 | $2.4M | -35% | 30k | 82.57 |
|
| Welltower Common (WELL) | 0.1 | $2.1M | 11k | 197.71 |
|
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| Costco Wholesale Corporation Common (COST) | 0.1 | $2.0M | -11% | 2.0k | 996.44 |
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| Bank New York Mellon Corp Common (BK) | 0.1 | $2.0M | 17k | 118.63 |
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| Wells Fargo & Co Common (WFC) | 0.1 | $1.9M | 24k | 79.61 |
|
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| Northrop Grumman Corp Common (NOC) | 0.1 | $1.9M | 2.8k | 682.24 |
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| Waste Mgmt Inc Del Common (WM) | 0.1 | $1.9M | 8.2k | 229.78 |
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| Crane Company Common (CR) | 0.1 | $1.9M | 11k | 171.00 |
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| Republic Svcs Common (RSG) | 0.1 | $1.8M | 8.1k | 219.02 |
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| Graco Common (GGG) | 0.1 | $1.7M | 21k | 84.65 |
|
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| Honeywell Intl Common (HON) | 0.1 | $1.7M | 7.6k | 226.03 |
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| Duke Energy Corp Common (DUK) | 0.1 | $1.7M | -4% | 13k | 130.94 |
|
| Aon Common (AON) | 0.1 | $1.7M | 5.1k | 322.78 |
|
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| Palantir Technologies Common (PLTR) | 0.1 | $1.6M | +105% | 11k | 146.28 |
|
| Watts Water Technologies Common (WTS) | 0.1 | $1.6M | 5.4k | 290.29 |
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| Conocophillips Common (COP) | 0.1 | $1.5M | 12k | 132.00 |
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| Bank America Corp Common (BAC) | 0.1 | $1.5M | 31k | 48.75 |
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| Ishares Silver Tr Common (SLV) | 0.1 | $1.5M | -19% | 22k | 68.14 |
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| Vanguard Index Fds Common (VTI) | 0.1 | $1.5M | +16% | 4.6k | 320.79 |
|
| Ishares Tr Common (IEI) | 0.1 | $1.5M | +216% | 12k | 118.60 |
|
| Banco Bilbao Vizcaya Argenta Common (BBVA) | 0.1 | $1.5M | 67k | 21.66 |
|
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| Novartis Common (NVS) | 0.1 | $1.4M | 9.5k | 152.75 |
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| Genuine Parts Common (GPC) | 0.1 | $1.4M | -2% | 14k | 105.75 |
|
| Textron Common (TXT) | 0.1 | $1.3M | 15k | 87.56 |
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| Oneok Common (OKE) | 0.1 | $1.3M | 15k | 90.39 |
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| Newmont Corp Common (NEM) | 0.0 | $1.3M | -2% | 12k | 108.25 |
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| Gatx Corp Common (GATX) | 0.0 | $1.3M | 7.5k | 170.74 |
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| Vanguard Scottsdale Fds Common (VONE) | 0.0 | $1.2M | 4.2k | 295.12 |
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| Oreilly Automotive Common (ORLY) | 0.0 | $1.2M | 13k | 92.31 |
|
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| Diamondback Energy Common (FANG) | 0.0 | $1.1M | +28% | 5.6k | 197.80 |
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| Mondelez Intl Common (MDLZ) | 0.0 | $1.1M | -2% | 19k | 57.64 |
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| Spdr Series Trust Common (BIL) | 0.0 | $1.1M | +3% | 12k | 91.64 |
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| Blackrock Common (BLK) | 0.0 | $1.1M | -3% | 1.1k | 961.75 |
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| Netflix Common (NFLX) | 0.0 | $1.1M | +10% | 11k | 96.15 |
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| Chubb Ltd Switz Common (CB) | 0.0 | $1.0M | 3.2k | 325.93 |
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| Vaneck Etf Trust Common (SMH) | 0.0 | $1.0M | 2.7k | 383.40 |
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| Royal Bk Cda Common (RY) | 0.0 | $1.0M | 6.4k | 161.78 |
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| Vanguard Whitehall Fds Common (VYM) | 0.0 | $1.0M | -2% | 7.0k | 148.10 |
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| Vanguard Star Fds Common (VXUS) | 0.0 | $1.0M | 13k | 77.11 |
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| Eaton Corp Common (ETN) | 0.0 | $1.0M | +6% | 2.8k | 357.67 |
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| Enpro Common (NPO) | 0.0 | $1.0M | 4.0k | 250.65 |
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| Atlanta Braves Hldgs Common (BATRA) | 0.0 | $989k | 21k | 47.15 |
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| State Str Corp Common (STT) | 0.0 | $966k | -12% | 7.6k | 126.56 |
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| National Fuel Gas Common (NFG) | 0.0 | $950k | 10k | 93.96 |
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| Vanguard Index Fds Common (VUG) | 0.0 | $942k | +88% | 2.2k | 436.80 |
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| Disney Walt Common (DIS) | 0.0 | $933k | -4% | 9.7k | 96.38 |
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| Xylem Common (XYL) | 0.0 | $932k | 7.8k | 119.50 |
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| Select Sector Spdr Tr Common (XLK) | 0.0 | $900k | -16% | 6.8k | 132.90 |
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| Ge Aerospace Common (GE) | 0.0 | $891k | +49% | 3.1k | 283.79 |
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| Yum Brands Common (YUM) | 0.0 | $849k | 5.5k | 155.48 |
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| United Rentals Common (URI) | 0.0 | $823k | 1.1k | 728.56 |
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| United Cmnty Bks Blairsvle G Common (UCB) | 0.0 | $820k | -16% | 26k | 31.49 |
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| Boeing Common (BA) | 0.0 | $803k | 4.0k | 199.01 |
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| Arcosa Common (ACA) | 0.0 | $796k | 7.5k | 106.14 |
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| Select Sector Spdr Tr Common (XLE) | 0.0 | $793k | -11% | 13k | 61.26 |
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| General Dynamics Corp Common (GD) | 0.0 | $788k | -4% | 2.3k | 343.22 |
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| Ishares Tr Common (IWM) | 0.0 | $784k | 3.2k | 248.00 |
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| Madison Square Grdn Sprt Cor Common (MSGS) | 0.0 | $784k | 2.4k | 321.40 |
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| Reaves Util Income Common (UTG) | 0.0 | $775k | 20k | 39.28 |
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| Kinder Morgan Inc Del Common (KMI) | 0.0 | $765k | +44% | 23k | 33.53 |
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| Bristol-myers Squibb Common (BMY) | 0.0 | $734k | +3% | 12k | 60.65 |
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| Flowserve Corp Common (FLS) | 0.0 | $724k | 9.9k | 73.51 |
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| Berkshire Hathaway Inc Del Common (BRK.A) | 0.0 | $718k | NEW | 1.00 | 718140.00 |
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| Pacer Fds Tr Common (PTLC) | 0.0 | $714k | -16% | 14k | 52.46 |
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| Vanguard Index Fds Common (VO) | 0.0 | $709k | -16% | 2.5k | 287.22 |
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| Entergy Corp Common (ETR) | 0.0 | $708k | 6.3k | 112.36 |
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| Ishares Tr Common (DVY) | 0.0 | $707k | -66% | 4.7k | 151.40 |
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| Idex Corp Common (IEX) | 0.0 | $703k | 3.7k | 189.55 |
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| Ge Vernova Common (GEV) | 0.0 | $699k | +46% | 801.00 | 873.21 |
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| Corning Common (GLW) | 0.0 | $687k | NEW | 5.1k | 135.97 |
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| Ishares Tr Common (IVW) | 0.0 | $663k | -25% | 5.9k | 113.11 |
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| Vanguard Specialized Funds Common (VIG) | 0.0 | $660k | -2% | 3.1k | 215.07 |
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| Regeneron Pharmaceuticals Common (REGN) | 0.0 | $656k | +143% | 849.00 | 772.64 |
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| Crescent Energy Company Common (CRGY) | 0.0 | $653k | 48k | 13.50 |
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| Energy Transfer Common (ET) | 0.0 | $653k | +2% | 34k | 19.30 |
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| Vanguard World Common (VGT) | 0.0 | $643k | -19% | 922.00 | 697.40 |
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| Intel Corp Common (INTC) | 0.0 | $641k | 15k | 44.13 |
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| Cnh Indl N V Common (CNH) | 0.0 | $639k | 58k | 11.00 |
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| Pnc Finl Svcs Group Common (PNC) | 0.0 | $627k | -3% | 3.0k | 208.09 |
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| Phillips 66 Common (PSX) | 0.0 | $608k | 3.3k | 182.16 |
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| Martin Marietta Matls Common (MLM) | 0.0 | $598k | 1.0k | 588.68 |
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| Dominion Energy Common (D) | 0.0 | $587k | +19% | 9.5k | 61.82 |
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| Gilead Sciences Common (GILD) | 0.0 | $583k | 4.2k | 139.37 |
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| Simon Ppty Group Common (SPG) | 0.0 | $582k | 3.1k | 186.54 |
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| Herc Hldgs Common (HRI) | 0.0 | $577k | 5.8k | 99.55 |
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| Select Sector Spdr Tr Common (XLP) | 0.0 | $573k | -91% | 7.0k | 81.98 |
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| Cardinal Health Common (CAH) | 0.0 | $569k | 2.7k | 211.31 |
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| Marathon Pete Corp Common (MPC) | 0.0 | $553k | 2.3k | 244.18 |
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| Vanguard Intl Equity Index F Common (VWO) | 0.0 | $553k | -34% | 10k | 54.05 |
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| Vanguard Tax-managed Fds Common (VEA) | 0.0 | $546k | 8.5k | 64.08 |
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| Schwab Strategic Tr Common (FNDX) | 0.0 | $544k | 20k | 27.85 |
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| Thermo Fisher Scientific Common (TMO) | 0.0 | $526k | 1.1k | 491.58 |
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| Idacorp Common (IDA) | 0.0 | $523k | 3.7k | 142.97 |
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| Sony Group Corp Common (SONY) | 0.0 | $521k | 25k | 20.70 |
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| Iron Mtn Inc Del Common (IRM) | 0.0 | $518k | +6% | 5.1k | 102.14 |
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| Firstenergy Corp Common (FE) | 0.0 | $517k | 10k | 50.66 |
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| Array Digital Infrastructure Common (AD) | 0.0 | $508k | 11k | 46.14 |
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| Union Pac Corp Common (UNP) | 0.0 | $502k | -21% | 2.1k | 242.67 |
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| Zimmer Biomet Holdings Common (ZBH) | 0.0 | $502k | +3% | 5.6k | 90.41 |
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| Ryman Hospitality Pptys Common (RHP) | 0.0 | $484k | 5.3k | 92.27 |
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| Ishares Tr Common (USMV) | 0.0 | $473k | 5.1k | 92.74 |
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| Halliburton Common (HAL) | 0.0 | $466k | 12k | 38.99 |
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| Enterprise Prods Partners L Common (EPD) | 0.0 | $463k | 12k | 37.84 |
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| Itt Common (ITT) | 0.0 | $458k | 2.4k | 190.50 |
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| Lam Research Corp Common (LRCX) | 0.0 | $455k | 2.1k | 213.62 |
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| Schwab Strategic Tr Common (SCHK) | 0.0 | $451k | 14k | 31.33 |
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| Invesco Exchange Traded Fd T Common (PRF) | 0.0 | $445k | 9.4k | 47.53 |
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| Select Sector Spdr Tr Common (XLC) | 0.0 | $443k | -21% | 4.0k | 110.85 |
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| Diageo Common (DEO) | 0.0 | $442k | +21% | 5.9k | 74.45 |
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| Northern Tr Corp Common (NTRS) | 0.0 | $440k | 3.2k | 139.57 |
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| Capital One Finl Corp Common (COF) | 0.0 | $440k | 2.4k | 182.43 |
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| Valmont Inds Common (VMI) | 0.0 | $440k | 1.1k | 399.57 |
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| Azz Common (AZZ) | 0.0 | $438k | 3.5k | 125.13 |
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| Ishares Tr Common (EFA) | 0.0 | $434k | 4.5k | 97.13 |
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| Renaissancere Hldgs Common (RNR) | 0.0 | $431k | 1.5k | 297.23 |
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| Nucor Corp Common (NUE) | 0.0 | $429k | -4% | 2.5k | 169.07 |
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| Travelers Companies Common (TRV) | 0.0 | $428k | 1.5k | 291.68 |
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| Nasdaq Common (NDAQ) | 0.0 | $427k | 5.0k | 84.89 |
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| Ishares Tr Common (IDV) | 0.0 | $422k | 9.9k | 42.56 |
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| Eversource Energy Common (ES) | 0.0 | $417k | 6.0k | 69.28 |
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| Amgen Common (AMGN) | 0.0 | $416k | 1.2k | 351.79 |
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| Permian Basin Rty Tr Common (PBT) | 0.0 | $415k | +8% | 19k | 21.52 |
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| Constellation Energy Corp Common (CEG) | 0.0 | $415k | 1.5k | 279.25 |
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| Wisdomtree Tr Common (DXJ) | 0.0 | $411k | +17% | 2.6k | 158.58 |
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| Vanguard World Common (MGV) | 0.0 | $408k | -8% | 2.8k | 144.95 |
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| Ishares Tr Common (IJH) | 0.0 | $399k | 5.9k | 67.53 |
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| Xcel Energy Common (XEL) | 0.0 | $396k | -5% | 5.0k | 79.44 |
|
| Global Pmts Common (GPN) | 0.0 | $393k | 5.8k | 67.30 |
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| Automatic Data Processing In Common (ADP) | 0.0 | $392k | 1.9k | 203.19 |
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| Ishares Tr Common (MUB) | 0.0 | $385k | 3.6k | 106.15 |
|
|
| Agnico Eagle Mines Common (AEM) | 0.0 | $384k | -10% | 1.9k | 202.98 |
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| Shell Common (SHEL) | 0.0 | $383k | 4.1k | 93.01 |
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| Morgan Stanley Common (MS) | 0.0 | $382k | -2% | 2.3k | 164.57 |
|
| T Rowe Price Etf Common (TSPA) | 0.0 | $378k | 9.2k | 40.90 |
|
|
| Ross Stores Common (ROST) | 0.0 | $377k | 1.7k | 216.63 |
|
|
| Air Products And Chemicals I Common (APD) | 0.0 | $372k | 1.3k | 290.49 |
|
|
| Vanguard World Common (VDE) | 0.0 | $371k | 2.1k | 173.04 |
|
|
| Trinity Inds Common (TRN) | 0.0 | $370k | 12k | 32.18 |
|
|
| L3harris Technologies Common (LHX) | 0.0 | $369k | 1.1k | 345.15 |
|
|
| Griffon Corp Common (GFF) | 0.0 | $363k | 5.0k | 72.68 |
|
|
| Proassurance Corp Common (PRA) | 0.0 | $361k | -28% | 15k | 24.72 |
|
| Ishares Tr Common (IHI) | 0.0 | $354k | 6.6k | 53.35 |
|
|
| 3M Common (MMM) | 0.0 | $354k | +49% | 2.4k | 145.24 |
|
| SLB Common (SLB) | 0.0 | $349k | +4% | 6.8k | 51.39 |
|
| Unilever Common (UL) | 0.0 | $340k | -12% | 6.0k | 56.97 |
|
| Post Hldgs Common (POST) | 0.0 | $336k | 3.4k | 98.86 |
|
|
| Lowes Cos Common (LOW) | 0.0 | $334k | -17% | 1.4k | 236.28 |
|
| Teck Resources Common (TECK) | 0.0 | $324k | +6% | 6.3k | 51.75 |
|
| Ishares Gold Tr Common (IAU) | 0.0 | $324k | 3.7k | 88.16 |
|
|
| Allstate Corp Common (ALL) | 0.0 | $319k | -10% | 1.5k | 207.34 |
|
| Fb Finl Corp Common (FBK) | 0.0 | $318k | 6.1k | 51.94 |
|
|
| Comcast Corp Common (CMCSA) | 0.0 | $318k | -5% | 11k | 28.71 |
|
| Sensient Technologies Corp Common (SXT) | 0.0 | $311k | 3.6k | 86.44 |
|
|
| Starbucks Corp Common (SBUX) | 0.0 | $310k | 3.5k | 89.58 |
|
|
| Teradyne Common (TER) | 0.0 | $306k | NEW | 1.0k | 296.46 |
|
| Vaneck Etf Trust Common (GDX) | 0.0 | $303k | 3.3k | 91.78 |
|
|
| Ishares Tr Common (IJR) | 0.0 | $296k | 2.4k | 124.33 |
|
|
| Ishares Tr Common (OEF) | 0.0 | $293k | 920.00 | 318.07 |
|
|
| Linde Common (LIN) | 0.0 | $289k | 583.00 | 495.41 |
|
|
| Vanguard World Common (MGK) | 0.0 | $283k | -5% | 769.00 | 367.44 |
|
| Cadence Design System Common (CDNS) | 0.0 | $282k | 1.0k | 277.87 |
|
|
| Vanguard Index Fds Common (VXF) | 0.0 | $281k | 1.4k | 205.80 |
|
|
| Blue Owl Capital Corporation Common (OBDC) | 0.0 | $280k | +28% | 25k | 11.06 |
|
| Clorox Co Del Common (CLX) | 0.0 | $276k | -6% | 2.7k | 103.63 |
|
| Ameren Corp Common (AEE) | 0.0 | $269k | 2.5k | 109.92 |
|
|
| Simplify Exchange Traded Fun Common (TUA) | 0.0 | $269k | NEW | 13k | 21.10 |
|
| Boston Scientific Corp Common (BSX) | 0.0 | $269k | -9% | 4.3k | 62.75 |
|
| Vanguard Index Fds Common (VTV) | 0.0 | $262k | 1.3k | 196.20 |
|
|
| American Coastal Ins Corp Common (ACIC) | 0.0 | $262k | 23k | 11.25 |
|
|
| J P Morgan Exchange Traded F Common (BBUS) | 0.0 | $261k | 2.2k | 117.16 |
|
|
| Kinross Gold Corp Common (KGC) | 0.0 | $259k | 8.5k | 30.52 |
|
|
| Fedex Corp Common (FDX) | 0.0 | $259k | -8% | 728.00 | 356.25 |
|
| Krystal Biotech Common (KRYS) | 0.0 | $258k | NEW | 1.0k | 258.32 |
|
| Alliant Energy Corp Common (LNT) | 0.0 | $255k | -4% | 3.6k | 71.76 |
|
| Smartfinancial Common (SMBK) | 0.0 | $254k | 6.5k | 39.08 |
|
|
| J P Morgan Exchange Traded F Common (JEPI) | 0.0 | $253k | 4.5k | 56.68 |
|
|
| Dollar Gen Corp Common (DG) | 0.0 | $252k | 2.1k | 118.73 |
|
|
| Chemed Corp Common (CHE) | 0.0 | $249k | 660.00 | 377.74 |
|
|
| Corteva Common (CTVA) | 0.0 | $249k | NEW | 3.0k | 83.71 |
|
| Adobe Common (ADBE) | 0.0 | $244k | NEW | 1.0k | 243.08 |
|
| Sprott Asset Management Common (PSLV) | 0.0 | $244k | 10k | 24.39 |
|
|
| Schwab Strategic Tr Common (SCHX) | 0.0 | $241k | 9.4k | 25.64 |
|
|
| Intuitive Surgical Common (ISRG) | 0.0 | $239k | -18% | 519.00 | 460.99 |
|
| Ishares Tr Common (IWR) | 0.0 | $239k | 2.5k | 97.23 |
|
|
| Taiwan Semiconductor Manufac Common (TSM) | 0.0 | $238k | NEW | 705.00 | 337.95 |
|
| Vanguard World Common (VFH) | 0.0 | $235k | 1.9k | 120.79 |
|
|
| Crowdstrike Hldgs Common (CRWD) | 0.0 | $234k | -17% | 599.00 | 390.41 |
|
| Salesforce Common (CRM) | 0.0 | $234k | -29% | 1.3k | 186.67 |
|
| Ppg Inds Common (PPG) | 0.0 | $233k | 2.2k | 106.88 |
|
|
| Mckesson Corp Common (MCK) | 0.0 | $233k | -6% | 269.00 | 865.36 |
|
| Shopify Common (SHOP) | 0.0 | $232k | 2.0k | 118.62 |
|
|
| Hancock Whitney Corporation Common (HWC) | 0.0 | $232k | 3.6k | 63.59 |
|
|
| Ishares Tr Common (IWF) | 0.0 | $232k | NEW | 543.00 | 426.40 |
|
| Vanguard Index Fds Common (VOT) | 0.0 | $230k | 893.00 | 257.35 |
|
|
| Vanguard Intl Equity Index F Common (VT) | 0.0 | $230k | 1.7k | 138.32 |
|
|
| Medical Properties Trust Common (MPT) | 0.0 | $228k | +7% | 49k | 4.63 |
|
| Hubbell Common (HUBB) | 0.0 | $228k | -5% | 464.00 | 490.74 |
|
| Us Bancorp Common (USB) | 0.0 | $227k | 4.4k | 52.01 |
|
|
| Sphere Entertainment Common (SPHR) | 0.0 | $227k | NEW | 1.9k | 117.40 |
|
| Vanguard Index Fds Common (VB) | 0.0 | $225k | 860.00 | 261.92 |
|
|
| Archer Daniels Midland Common (ADM) | 0.0 | $224k | NEW | 3.1k | 72.69 |
|
| Crane Nxt Common (CXT) | 0.0 | $223k | 5.5k | 40.59 |
|
|
| J P Morgan Exchange Traded F Common (JEPQ) | 0.0 | $219k | 4.0k | 55.52 |
|
|
| Paccar Common (PCAR) | 0.0 | $219k | 1.9k | 115.50 |
|
|
| Caseys Gen Stores Common (CASY) | 0.0 | $218k | NEW | 300.00 | 727.86 |
|
| Illinois Tool Wks Common (ITW) | 0.0 | $216k | 830.00 | 260.18 |
|
|
| Freeport Mcmoran Common (FCX) | 0.0 | $215k | NEW | 3.7k | 58.78 |
|
| Evergy Common (EVRG) | 0.0 | $213k | NEW | 2.6k | 81.92 |
|
| Profesionally Managed Portfo Common (AKRE) | 0.0 | $212k | 4.0k | 52.85 |
|
|
| Huntington Bancshares Common (HBAN) | 0.0 | $208k | NEW | 13k | 15.65 |
|
| Citigroup Common (C) | 0.0 | $208k | 1.8k | 113.43 |
|
|
| International Paper Common (IP) | 0.0 | $207k | 5.8k | 35.70 |
|
|
| Mueller Wtr Prods Common (MWA) | 0.0 | $207k | NEW | 7.5k | 27.49 |
|
| Schwab Strategic Tr Common (SCHD) | 0.0 | $206k | NEW | 6.7k | 30.68 |
|
| Ingersoll Rand Common (IR) | 0.0 | $202k | NEW | 2.5k | 80.12 |
|
| Rivian Automotive Common (RIVN) | 0.0 | $167k | 11k | 15.05 |
|
|
| Cross Timbers Rty Tr Common (CRT) | 0.0 | $157k | NEW | 15k | 10.58 |
|
| San Juan Basin Rty Tr Common (SJT) | 0.0 | $144k | +36% | 30k | 4.80 |
|
| Zedge Common (ZDGE) | 0.0 | $134k | 46k | 2.93 |
|
|
| Ambev Sa Common (ABEV) | 0.0 | $132k | 45k | 2.92 |
|
|
| Agnc Invt Corp Common (AGNC) | 0.0 | $101k | NEW | 10k | 10.03 |
|
| Marine Pete Tr Common (MARPS) | 0.0 | $85k | NEW | 16k | 5.30 |
|
| Knightscope Common (KSCP) | 0.0 | $83k | NEW | 20k | 4.17 |
|
| Mesa Rty Tr Common (MTR) | 0.0 | $80k | 16k | 4.86 |
|
|
| Bitfarms Common | 0.0 | $64k | 33k | 1.95 |
|
|
| Gray Media Common (GTN) | 0.0 | $54k | 12k | 4.34 |
|
|
| Uranium Rty Corp Common (UROY) | 0.0 | $52k | 14k | 3.65 |
|
|
| Westwater Res Common (WWR) | 0.0 | $15k | 23k | 0.65 |
|
|
| Castellum Common (CTM) | 0.0 | $5.9k | 10k | 0.59 |
|
Past Filings by Welch Group
SEC 13F filings are viewable for Welch Group going back to 2010
- 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
- Welch Group 2022 Q2 filed July 21, 2022