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CIK: 0001443095
Total reported value
$2.9B
$2.9B
263 檔
13.9%
In Q4 2024, Welch Group, LLC's U.S. equity holdings reached a combined market value of $2.9B, distributed across 263 disclosed stock positions.
In Q4 2024, Welch Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SFBS, MSFT) accounted for 13.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.10% | -0.72% | |
| 2 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.99% | +0.17% | -9.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.18% | +0.21% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.24% | +0.03% | -1.59% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 3.17% | +0.21% | -1.15% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.00% | — | -0.36% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.98% | +0.06% | +0.08% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.90% | -0.27% | -0.68% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.89% | +0.20% | +1.20% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.81% | -0.37% | -0.27% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 2.69% | -0.02% | -0.73% | |
| 12 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.62% | +0.16% | -1.23% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.60% | -0.43% | +1.40% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.59% | -0.41% | -0.68% | |
| 15 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.58% | -0.02% | +1.47% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.56% | -0.61% | +1.04% | |
| 17 | PAYX | Paychex Inc | Stock-Tech | 2.55% | +0.01% | -0.19% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 2.54% | -0.89% | +1.97% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.45% | -0.11% | +0.70% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 2.44% | +0.59% | +1.33% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 2.44% | -0.91% | -0.51% | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 2.44% | -0.02% | +0.45% | |
| 23 | UL | Unilever PLC | Stock-Consumer Staples | 2.21% | — | +0.62% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.19% | -0.21% | -1.81% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.16% | -0.38% | +0.87% | |
| 26 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.09% | +0.11% | +0.97% | |
| 27 | ED | Consolidated Edison Inc | Stock-Utilities | 2.02% | -0.24% | +0.72% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 2.01% | +0.65% | +1.05% | |
| 29 | GIS | General Mills Inc | Stock-Consumer Staples | 1.95% | — | -0.83% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.92% | -0.53% | -1.08% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 1.23% | -0.47% | -35.13% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.04% | -3.63% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | — | +2.15% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +40.10% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.60% | — | +1163.20% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.35% | +1.95% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.04% | +2.80% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.09% | +3.74% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.47% | +0.04% | +2.04% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.01% | +0.36% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.05% | +0.99% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.44% | — | -0.32% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | +0.06% | +0.93% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.01% | +4.43% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.88% | +2.76% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.38% | -0.04% | -2.40% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.04% | +2.64% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.29% | +5.34% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.03% | +4.59% | |
| 50 | VMC | Vulcan Materials Co | Stock-Materials | 0.32% | — | +0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +0.6% | +1163.20% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -1.59% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | -0.72% | Trim |
| 4 | EMR | Emerson Electric Co | +0.4% | -0.73% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +40.10% | Add |
| 6 | PAYX | Paychex Inc | +0.2% | -0.19% | Trim |
| 7 | CINF | Cincinnati Financial CORP | +0.2% | -1.23% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +813.98% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +253.18% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | -3.63% | Trim |
| 11 | TFC | Truist Financial CORP | +0.1% | +0.45% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.80% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.74% | Add |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 15 | MSFT | Microsoft CORP | +0.1% | +0.21% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.99% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +0.93% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -1.15% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +2.76% | Add |
| 20 | BX | Blackstone Inc | +0.1% | -0.32% | Trim |
| 21 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | New buy |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | NEW | New buy |
| 23 | MA | Mastercard Inc - A | 0% | +4.59% | Add |
| 24 | SFBS | Servisfirst Bancshares Inc | 0% | -9.10% | Trim |
| 25 | PG | Procter & Gamble Co/the | 0% | +0.70% | Add |
| 26 | MCD | Mcdonald's CORP | — | +1.40% | Add |
| 27 | HD | Home Depot Inc | 0% | +0.08% | Add |
| 28 | LLY | Eli Lilly & Co | 0% | -0.73% | Trim |
| 29 | CARR | Carrier Global CORP | 0% | +2.86% | Add |
| 30 | AFL | Aflac Inc | 0% | -2.40% | Trim |
| 31 | RTX | Rtx CORP | -0.1% | -0.27% | Trim |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.15% | Add |
| 33 | AMD | Advanced Micro Devices | -0.1% | +6.28% | Add |
| 34 | KMB | Kimberly-clark CORP | -0.1% | +0.97% | Add |
| 35 | TXN | Texas Instruments Inc | -0.1% | +1.05% | Add |
| 36 | QCOM | Qualcomm Inc | -0.1% | +1.33% | Add |
| 37 | PEP | Pepsico Inc | -0.2% | +0.87% | Add |
| 38 | DG | Dollar General CORP | -0.2% | EXIT | Sold out |
| 39 | SO | Southern Co/the | -0.2% | -0.68% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -0.51% | Trim |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.20% | Add |
| 42 | VZ | Verizon Communications Inc | -0.2% | -1.08% | Trim |
| 43 | UL | Unilever PLC | -0.2% | +0.62% | Add |
| 44 | CL | Colgate-palmolive Co | -0.2% | +1.47% | Add |
| 45 | ED | Consolidated Edison Inc | -0.2% | +0.72% | Add |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.81% | Trim |
| 47 | GIS | General Mills Inc | -0.3% | -0.83% | Trim |
| 48 | NEE | Nextera Energy Inc | -0.4% | -0.68% | Trim |
| 49 | LMT | Lockheed Martin CORP | -0.4% | +1.04% | Add |
| 50 | PFE | Pfizer Inc | -0.8% | -35.13% | Trim |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 263 disclosed positions in Q4 2024.
During Q4 2024, Welch Group, LLC's top holdings by market value included AAPL (4.1%)、SFBS (4.0%)、MSFT (3.9%). The largest single position, AAPL, represented 4.1% 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.
Top New Position Initiated
VGSH
市值: $2.0M
Top Position Liquidated / Trimmed
DG
前期市值: $3.7M
In Q4 2024, Welch Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 19 holdings, and fully liquidating 1 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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