WG

Welch Group, LLC

13F
Welch Group, LLC
Last update 2025-04-09 266 Stocks (17 new)
Value $2.27 Bil Turnover 5 %
Countries:
Welch Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SFBS
Servisfirst Bancshares Inc
974,185
79,824.7
-5.93%
3.510
-0.24%
1.780
+19.56%
-0.84%
4,532.8
Banks
AAPL
Apple Inc
360,722
78,601.4
-0.16%
3.460
-0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
203,897
77,236.2
+1.30%
3.400
+0.04%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AJG
Arthur J. Gallagher & Co
225,825
76,952.0
-3.58%
3.380
-0.11%
0.090
-4.70%
+10.75%
80,180.4
Insurance
ABBV
AbbVie Inc
362,012
74,317.5
-0.69%
3.270
-0.02%
0.020
+10.35%
+9.44%
334,309.4
Drug Manufacturers
IBM
International Business Machines Corp
International Business Machines Corp
301,213
73,496.0
-5.65%
3.230
-0.18%
0.030
+20.50%
+31.78%
265,686.6
Software
SO
Southern Co
766,450
69,846.6
-1.78%
3.070
-0.05%
0.070
+3.36%
+16.25%
103,528.2
Utilities - Regulated
JPM
JPMorgan Chase & Co
284,147
69,005.2
-5.62%
3.040
-0.18%
0.010
+26.17%
+23.48%
800,897.6
Banks
RTX
RTX Corp
522,020
68,760.4
-3.70%
3.020
-0.10%
0.040
+18.14%
+32.25%
202,397.0
Aerospace & Defense
CVX
Chevron Corp
410,177
68,126.4
+4.03%
3.000
+0.12%
0.020
+10.15%
+6.01%
259,903.2
Oil & Gas

Welch Group, LLC's Historical Top Holdings Breakdowns

Welch Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UL
Unilever PLC
2025-03-31
Reduce
Reduce
-2.18%
54.72 ($57.34) 60.29
$59.70
4.12%
Reduce -98.76%
10,747
-853,054
CSCO
Cisco Systems Inc
2025-03-31
Add
Add
+2.14%
58.74 ($61.57) 64.87
$68.05
10.52%
Add 550.31%
944,561
799,313
PFE
Pfizer Inc
2025-03-31
Add
Add
+0.88%
25.01 ($26.17) 27.13
$24.47
-6.50%
Add 76.88%
1,826,932
794,076
XLV
Health Care Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-0.60%
137.61 ($145.27) 149.68
$131.84
-9.24%
Sold Out
0
-97,418
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.24%
142.06 ($156.47) 167.7
$163.70
4.62%
Add 9.79%
372,781
33,255
SFBS
Servisfirst Bancshares Inc
2025-03-31
Reduce
Reduce
-0.24%
80.8 ($86.86) 93.58
$83.00
-4.44%
Reduce -5.93%
974,185
-61,439
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.23%
142.64 ($148.84) 156.42
$143.24
-3.76%
Add 11.04%
350,706
34,866
GIS
General Mills Inc
2025-03-31
Add
Add
+0.20%
57.56 ($60.07) 65.3
$50.10
-16.60%
Add 11.47%
763,572
78,584
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.19%
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -28.74%
17,603
-7,101
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.18%
217.4 ($244.61) 264.74
$285.87
16.87%
Reduce -5.65%
301,213
-18,034

Welch Group, LLC Total Holding History ($B)

To

Welch Group, LLC's Asset Allocation

To

Welch Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Welch Group, LLC's Hypothetical Growth since 2025-03-31

Welch Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Welch Group, LLC's Holdings Heat Map

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Welch Group, LLC's Holdings Bubble Chart

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