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CIK: 0001443095
Total reported value
$2.9B
$2.9B
234 檔
12.4%
As reported in its official Q1 2024 Form 13F filing, Welch Group, LLC's tracked investment portfolio stood at $2.9B with 234 total positions.
During Q1 2024, Welch Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SFBS, ABBV) accounted for 12.4% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.18% | -7.44% | |
| 2 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 4.19% | +0.17% | -1.94% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 3.23% | +0.20% | -3.12% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 3.18% | +0.06% | -2.25% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.13% | +0.03% | -4.09% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.07% | +0.21% | -5.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.10% | -2.57% | |
| 8 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.00% | — | -5.52% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.97% | -0.91% | +1.95% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.97% | +0.59% | -5.12% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.92% | -0.89% | +5.08% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 2.81% | -0.27% | +1.45% | |
| 13 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.80% | -0.02% | -0.65% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.72% | -0.02% | -2.77% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.65% | -0.37% | +3.63% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.60% | -0.43% | -0.39% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.60% | -0.38% | +3.57% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.60% | -0.61% | +3.30% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.57% | -0.11% | -0.25% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.56% | -0.21% | +4.65% | |
| 21 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.53% | +0.16% | +0.33% | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 2.52% | -0.41% | +13.62% | |
| 23 | PAYX | Paychex Inc | Stock-Tech | 2.42% | +0.01% | -0.13% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 2.31% | -0.02% | +67.10% | |
| 25 | GIS | General Mills Inc | Stock-Consumer Staples | 2.31% | — | +8.07% | |
| 26 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.22% | +0.11% | +6.45% | |
| 27 | ED | Consolidated Edison Inc | Stock-Utilities | 2.20% | -0.24% | +3.23% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.18% | -0.53% | +1.13% | |
| 29 | UL | Unilever PLC | Stock-Consumer Staples | 2.14% | — | +4.04% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 2.05% | -0.47% | +61.48% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.98% | +0.65% | +11.52% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.04% | -9.47% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | — | +4.12% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.35% | +0.54% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.04% | -4.24% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | -29.46% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.41% | +0.04% | +8.35% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.09% | +2.21% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.01% | +4.43% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.64% | -3.89% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.05% | +5.24% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.35% | — | +1.32% | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.35% | — | +0.01% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.33% | +0.04% | +2.39% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.29% | +9.25% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.32% | +0.01% | +10.30% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.03% | +3.04% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | +0.01% | +414.11% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.04% | +5.21% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.31% | +0.02% | +2.58% |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 234 disclosed positions in Q1 2024.
During Q1 2024, Welch Group, LLC's top holdings by market value included MSFT (4.2%)、SFBS (4.2%)、ABBV (3.2%). The largest single position, MSFT, represented 4.2% of total portfolio value.
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In Q1 2024, Welch Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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