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CIK: 0001443095
Total reported value
$2.9B
$2.9B
298 檔
15.9%
As reported in its official Q3 2025 Form 13F filing, Welch Group, LLC's tracked investment portfolio stood at $2.9B with 298 total positions.
In Q3 2025, Welch Group, LLC displayed an active expansion posture, initiating 1 new positions and adding to 46 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, JPM) accounted for 15.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | -0.18% | +1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.10% | +0.78% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.51% | +0.03% | -0.13% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 3.38% | -0.37% | -0.64% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.35% | +0.20% | +0.86% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.32% | +0.21% | +0.29% | |
| 7 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.09% | +0.17% | +0.99% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.86% | -0.27% | +0.67% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.83% | +0.06% | +1.20% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.78% | -0.21% | +1.18% | |
| 11 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.74% | — | +1.11% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.59% | -0.89% | +1.75% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.58% | +0.88% | +1.04% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.57% | -0.41% | +2.35% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.55% | -0.61% | +2.97% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 2.49% | +0.59% | +2.10% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.49% | -0.43% | +1.83% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.48% | +0.16% | +0.44% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 2.47% | -0.02% | -0.13% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 2.39% | -0.91% | +1.60% | |
| 21 | TFC | Truist Financial CORP | Stock-Financials | 2.34% | -0.02% | +1.01% | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.14% | -0.02% | +3.12% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | -0.11% | +2.04% | |
| 24 | ED | Consolidated Edison Inc | Stock-Utilities | 2.05% | -0.24% | +1.69% | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 2.01% | +0.01% | +1.98% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.00% | -0.53% | +1.60% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.98% | -0.47% | +4.09% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.84% | +0.65% | +1.72% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.83% | +0.11% | +2.32% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.81% | -0.38% | -9.26% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.62% | — | +5.73% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.04% | -0.96% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.35% | +2.68% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.01% | +2.32% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | — | +3.79% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.09% | +0.66% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.04% | +3.45% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.05% | +6.56% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.06% | +0.60% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +3.51% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.47% | +0.04% | +2.74% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.01% | +1.12% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.64% | +1.67% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.06% | +2.12% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.43% | — | +2.23% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | -0.04% | +3.46% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.29% | +3.54% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.03% | +3.29% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.35% | +0.02% | +10.93% | |
| 50 | VMC | Vulcan Materials Co | Stock-Materials | 0.33% | — | -0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +1.01% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.13% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | -0.96% | Add |
| 4 | RTX | Rtx CORP | +0.4% | -0.64% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | +2.32% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +0.78% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +2.12% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | +2.68% | Add |
| 9 | EMR | Emerson Electric Co | +0.2% | -0.13% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.66% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | +1.67% | Add |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +2.97% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +0.60% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +1.20% | Add |
| 15 | TFC | Truist Financial CORP | +0.1% | +1.01% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +1.18% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +0.29% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +0.86% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +1.12% | Add |
| 20 | BX | Blackstone Inc | +0.1% | +2.23% | Add |
| 21 | TJX | Tjx Companies Inc | +0.1% | +3.46% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.69% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +1.04% | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | +2.10% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +3.45% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.51% | Add |
| 27 | VMC | Vulcan Materials Co | +0.1% | -0.45% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | -5.80% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.15% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -0.77% | Add |
| 31 | SYK | Stryker CORP | 0% | +10.93% | Add |
| 32 | AXP | American Express Co | 0% | +0.18% | Add |
| 33 | WMT | Walmart Inc | 0% | +5.24% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | +6.56% | Add |
| 35 | NEE | Nextera Energy Inc | 0% | +2.35% | Add |
| 36 | PFE | Pfizer Inc | -0.1% | +4.09% | Add |
| 37 | CINF | Cincinnati Financial CORP | -0.1% | +0.44% | Add |
| 38 | TXN | Texas Instruments Inc | -0.1% | +1.72% | Add |
| 39 | AFL | Aflac Inc | -0.1% | -16.55% | Trim |
| 40 | SO | Southern Co/the | -0.2% | +0.67% | Add |
| 41 | GIS | General Mills Inc | -0.4% | +5.73% | Add |
| 42 | PG | Procter & Gamble Co/the | -0.4% | +2.04% | Add |
| 43 | ED | Consolidated Edison Inc | -0.4% | +1.69% | Add |
| 44 | CVX | Chevron CORP | -0.4% | +1.75% | Add |
| 45 | KMB | Kimberly-clark CORP | -0.4% | +2.32% | Add |
| 46 | PEP | Pepsico Inc | -0.5% | -9.26% | Trim |
| 47 | CL | Colgate-palmolive Co | -0.5% | +3.12% | Add |
| 48 | PAYX | Paychex Inc | -0.6% | +1.98% | Add |
| 49 | AJG | Arthur J Gallagher & Co | -0.6% | +1.11% | Add |
| 50 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 298 disclosed positions in Q3 2025.
During Q3 2025, Welch Group, LLC's top holdings by market value included MSFT (4.2%)、AAPL (3.8%)、JPM (3.5%). The largest single position, MSFT, represented 4.2% 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
PANW
市值: $7.9M
Top Position Liquidated / Trimmed
RTX
前期市值: $68.8M
In Q3 2025, Welch Group, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 46 positions, trimming 3 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.
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