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
+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 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
$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)

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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