WG
| |
Welch Group, LLC13F | |
| Welch Group, LLC | |
| Last update 2025-04-09 | 266 Stocks (17 new) |
| Value $2.27 Bil | Turnover 5 % |
Welch Group, LLC Top Holdings of 2025-03-31
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| 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 | +20.33% | -1.21% | 4,515.9 | Banks | |
AAPL | Apple Inc | 360,722 | 78,601.4 | -0.16% | 3.460 | -0.01% | 0.000 | +11.62% | -15.03% | 3,170,427.8 | Hardware | |
MSFT | Microsoft Corp | 203,897 | 77,236.2 | +1.30% | 3.400 | +0.04% | 0.000 | +31.31% | +19.04% | 3,715,082.7 | Software | |
AJG | Arthur J. Gallagher & Co | 225,825 | 76,952.0 | -3.58% | 3.380 | -0.11% | 0.090 | -3.80% | +10.60% | 80,074.2 | Insurance | |
ABBV | AbbVie Inc | 362,012 | 74,317.5 | -0.69% | 3.270 | -0.02% | 0.020 | +12.91% | +11.73% | 344,254.3 | Drug Manufacturers | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 301,213 | 73,496.0 | -5.65% | 3.230 | -0.18% | 0.030 | +25.78% | +32.22% | 266,578.8 | Software | |
SO | Southern Co | 766,450 | 69,846.6 | -1.78% | 3.070 | -0.05% | 0.070 | +5.31% | +14.67% | 102,125.5 | Utilities - Regulated | |
JPM | JPMorgan Chase & Co | 284,147 | 69,005.2 | -5.62% | 3.040 | -0.18% | 0.010 | +27.05% | +21.74% | 798,044.8 | Banks | |
RTX | RTX Corp | 522,020 | 68,760.4 | -3.70% | 3.020 | -0.10% | 0.040 | +14.89% | +26.80% | 194,047.3 | Aerospace & Defense | |
CVX | Chevron Corp | 410,177 | 68,126.4 | +4.03% | 3.000 | +0.12% | 0.020 | +15.26% | +8.60% | 266,243.1 | Oil & Gas |
Welch Group, LLC's Historical Top Holdings Breakdowns
Welch Group, LLC's Top Stock Picks
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| 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 | $61.48 | 7.22% | Reduce -98.76% | 10,747 | -853,054 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +2.14% | 58.74 ($61.57) 64.87 | $68.86 | 11.84% | Add 550.31% | 944,561 | 799,313 | |
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.88% | 25.01 ($26.17) 27.13 | $25.80 | -1.41% | 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 | $136.64 | -5.94% | Sold Out | 0 | -97,418 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.24% | 142.06 ($156.47) 167.7 | $157.91 | 0.92% | Add 9.79% | 372,781 | 33,255 | |
SFBS | Servisfirst Bancshares Inc | 2025-03-31 | Reduce Reduce | -0.24% | 80.8 ($86.86) 93.58 | $82.64 | -4.86% | Reduce -5.93% | 974,185 | -61,439 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.23% | 142.64 ($148.84) 156.42 | $136.38 | -8.37% | Add 11.04% | 350,706 | 34,866 | |
GIS | General Mills Inc | 2025-03-31 | Add Add | +0.20% | 57.56 ($60.07) 65.3 | $51.59 | -14.12% | 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 | $628.67 | 6.46% | 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 | $286.83 | 17.26% | Reduce -5.65% | 301,213 | -18,034 |
Welch Group, LLC Total Holding History ($B)
Welch Group, LLC's Asset Allocation
Welch Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
Welch Group, LLC News
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