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CIK: 0001443095
Total reported value
$2.9B
$2.9B
267 檔
12.9%
During the Q2 2024 filing period, Welch Group, LLC (CIK: 0001443095) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.9B across 267 reported positions.
During Q2 2024, Welch Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -0.18% | -0.77% | |
| 2 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.81% | +0.17% | -1.47% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.10% | +2.16% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 3.27% | +0.59% | -3.17% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.00% | +0.03% | -1.90% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.97% | — | -1.31% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.96% | +0.20% | +0.61% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.94% | -0.27% | +0.03% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.91% | -0.02% | -0.47% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.83% | -0.91% | -0.57% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.83% | -0.89% | +0.84% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.79% | +0.06% | +0.86% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 2.75% | -0.41% | +1.75% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 2.69% | +0.21% | -0.03% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.63% | -0.37% | -0.62% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.62% | -0.61% | +1.21% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.54% | -0.11% | +0.39% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 2.53% | -0.02% | -1.03% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.42% | -0.38% | +1.91% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | -0.21% | +3.16% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.35% | -0.43% | +3.16% | |
| 22 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.34% | +0.16% | +0.43% | |
| 23 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.32% | +0.11% | +0.80% | |
| 24 | UL | Unilever PLC | Stock-Consumer Staples | 2.29% | — | +0.87% | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 2.29% | +0.01% | +0.82% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 2.28% | -0.02% | +2.11% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 2.16% | +0.65% | +0.96% | |
| 28 | ED | Consolidated Edison Inc | Stock-Utilities | 2.13% | -0.24% | +1.21% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.11% | -0.53% | +1.50% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 2.10% | -0.47% | +4.52% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 2.06% | — | +1.73% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.04% | +857.87% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | — | +5.07% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.35% | +2.03% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.04% | +0.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.09% | +0.67% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | -0.03% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.41% | +0.04% | +12.76% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.01% | +1.40% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.05% | +12.42% | |
| 41 | AFL | Aflac Inc | Stock-Financials | 0.36% | -0.04% | +147.71% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | +0.64% | +8.77% | |
| 43 | VMC | Vulcan Materials Co | Stock-Materials | 0.34% | — | +10.34% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | -0.04% | +2.66% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +0.06% | +2.07% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.32% | — | +1.95% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.01% | +2.75% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.29% | +5.11% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.88% | +4.86% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.29% | +0.02% | +2.88% |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 267 disclosed positions in Q2 2024.
During Q2 2024, Welch Group, LLC's top holdings by market value included MSFT (4.3%)、SFBS (3.8%)、AAPL (3.7%). The largest single position, MSFT, represented 4.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, SFBS, AAPL) accounted for 12.9% of total reported equity market value during Q2 2024.
In Q2 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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