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CIK: 0001443095
Total reported value
$2.9B
$2.9B
269 檔
13.8%
According to the latest 13F quarterly dataset, Welch Group, LLC managed an equity portfolio of $2.9B at the end of Q3 2024, spanning 269 distinct U.S. exchange-listed positions.
In Q3 2024, Welch Group, LLC displayed an active expansion posture, initiating 0 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.98% | +0.17% | -9.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.18% | -0.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.10% | -0.57% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.10% | +0.21% | -0.37% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.09% | +0.20% | +0.16% | |
| 6 | SO | Southern Co/the | Stock-Utilities | 3.08% | -0.27% | -0.45% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 3.00% | +0.06% | +0.98% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.97% | -0.41% | -0.02% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.96% | -0.61% | -0.19% | |
| 10 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.87% | — | -1.51% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.86% | -0.37% | -0.31% | |
| 12 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.81% | -0.02% | -0.38% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | +0.03% | -1.01% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.62% | -0.91% | +0.61% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.60% | -0.43% | +2.37% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 2.56% | +0.59% | +1.27% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 2.48% | -0.89% | +2.84% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.44% | +0.16% | -0.15% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.44% | -0.11% | +0.93% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.44% | -0.21% | +2.58% | |
| 21 | UL | Unilever PLC | Stock-Consumer Staples | 2.42% | — | -0.79% | |
| 22 | PAYX | Paychex Inc | Stock-Tech | 2.36% | +0.01% | +0.85% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.31% | -0.38% | +2.44% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 2.31% | -0.02% | +1.56% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 2.30% | -0.02% | +1.15% | |
| 26 | ED | Consolidated Edison Inc | Stock-Utilities | 2.26% | -0.24% | +0.80% | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 2.22% | — | +2.10% | |
| 28 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.17% | +0.11% | +0.66% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.12% | -0.53% | +2.02% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 2.11% | +0.65% | +1.58% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 2.00% | -0.47% | +2.06% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.04% | -2.52% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | — | +1.43% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.35% | +1.26% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.01% | +4.76% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.04% | +5.35% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +0.24% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.44% | +0.04% | +5.87% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.09% | +7.36% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.41% | -0.04% | +0.44% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.38% | — | +5.82% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.05% | +8.16% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | +0.01% | +9.08% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | +0.64% | +9.57% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.06% | +4.01% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.34% | +0.04% | +4.52% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | -0.04% | +3.15% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.88% | +9.30% | |
| 49 | CARR | Carrier Global CORP | Stock-Industrials | 0.32% | +0.08% | +9.36% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.29% | +7.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -0.37% | Trim |
| 2 | LMT | Lockheed Martin CORP | +0.3% | -0.19% | Trim |
| 3 | MCD | Mcdonald's CORP | +0.3% | +2.37% | Add |
| 4 | RTX | Rtx CORP | +0.2% | -0.31% | Trim |
| 5 | NEE | Nextera Energy Inc | +0.2% | -0.02% | Trim |
| 6 | HD | Home Depot Inc | +0.2% | +0.98% | Add |
| 7 | SFBS | Servisfirst Bancshares Inc | +0.2% | -9.26% | Trim |
| 8 | GIS | General Mills Inc | +0.2% | +2.10% | Add |
| 9 | SO | Southern Co/the | +0.1% | -0.45% | Trim |
| 10 | ABBV | Abbvie Inc | +0.1% | +0.16% | Add |
| 11 | UL | Unilever PLC | +0.1% | -0.79% | Trim |
| 12 | ED | Consolidated Edison Inc | +0.1% | +0.80% | Add |
| 13 | CINF | Cincinnati Financial CORP | +0.1% | -0.15% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.58% | Add |
| 15 | PAYX | Paychex Inc | +0.1% | +0.85% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | +4.76% | Add |
| 17 | CARR | Carrier Global CORP | +0.1% | +9.36% | Add |
| 18 | BX | Blackstone Inc | +0.1% | +5.82% | Add |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | +4.52% | Add |
| 20 | AFL | Aflac Inc | +0.1% | +0.44% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +1.26% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | +9.08% | Add |
| 23 | ACN | Accenture plc | 0% | +7.55% | Add |
| 24 | GL | Globe Life Inc | 0% | +0.23% | Add |
| 25 | TFC | Truist Financial CORP | 0% | +1.56% | Add |
| 26 | DE | Deere & Co | 0% | +5.87% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | +9.30% | Add |
| 28 | AXP | American Express Co | 0% | +9.84% | Add |
| 29 | KO | Coca-cola Co/the | 0% | +1.43% | Add |
| 30 | ABT | Abbott Laboratories | 0% | +7.60% | Add |
| 31 | MA | Mastercard Inc - A | 0% | +4.24% | Add |
| 32 | VZ | Verizon Communications Inc | 0% | +2.02% | Add |
| 33 | V | Visa Inc-class A Shares | 0% | +8.16% | Add |
| 34 | GS | Goldman Sachs Group Inc | 0% | +4.01% | Add |
| 35 | TGT | Target CORP | 0% | +9.93% | Add |
| 36 | AAPL | Apple Inc | 0% | -0.57% | Trim |
| 37 | TXN | Texas Instruments Inc | -0.1% | +1.58% | Add |
| 38 | DG | Dollar General CORP | -0.1% | +23.81% | Add |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -1.51% | Trim |
| 40 | CL | Colgate-palmolive Co | -0.1% | -0.38% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.93% | Add |
| 42 | PFE | Pfizer Inc | -0.1% | +2.06% | Add |
| 43 | PEP | Pepsico Inc | -0.1% | +2.44% | Add |
| 44 | KMB | Kimberly-clark CORP | -0.2% | +0.66% | Add |
| 45 | NVDA | Nvidia CORP | -0.2% | -2.52% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -1.01% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.2% | +0.61% | Add |
| 48 | CVX | Chevron CORP | -0.4% | +2.84% | Add |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.08% | Trim |
| 50 | QCOM | Qualcomm Inc | -0.7% | +1.27% | Add |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 269 disclosed positions in Q3 2024.
During Q3 2024, Welch Group, LLC's top holdings by market value included SFBS (4.0%)、MSFT (3.8%)、AAPL (3.7%). The largest single position, SFBS, represented 4.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SFBS, MSFT, AAPL) accounted for 13.8% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
MSFT
前期市值: $89.8M
In Q3 2024, Welch Group, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 36 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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