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Welch Group, LLC Buys Coca-Cola Co, Aon PLC, VANGUARD WORLD FDS, Sells Kinder Morgan Inc, Diamondback Energy Inc, Comcast Corp

Birmingham, AL, based Investment company Welch Group, LLC (Current Portfolio) buys Coca-Cola Co, Aon PLC, VANGUARD WORLD FDS, SELECT SECTOR SPDR, SELECT SECTOR SPDR, sells Kinder Morgan Inc, Diamondback Energy Inc, Comcast Corp, General Dynamics Corp, General Electric Co during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Welch Group, LLC. As of 2020Q3, Welch Group, LLC owns 139 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of Welch Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/welch+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Welch Group, LLC
  1. Servisfirst Bancshares Inc (SFBS) - 1,617,270 shares, 4.81% of the total portfolio. Shares reduced by 2.08%
  2. Microsoft Corp (MSFT) - 236,331 shares, 4.34% of the total portfolio. Shares reduced by 2.26%
  3. Apple Inc (AAPL) - 377,885 shares, 3.82% of the total portfolio. Shares added by 0.18%
  4. The Home Depot Inc (HD) - 147,962 shares, 3.59% of the total portfolio. Shares reduced by 3.8%
  5. NextEra Energy Inc (NEE) - 559,292 shares, 3.39% of the total portfolio. Shares reduced by 1.22%
New Purchase: Aon PLC (AON)

Welch Group, LLC initiated holding in Aon PLC. The purchase prices were between $190.17 and $209.73, with an estimated average price of $199.63. The stock is now traded at around $194.70. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,232 shares as of .

New Purchase: VANGUARD WORLD FDS (VDE)

Welch Group, LLC initiated holding in VANGUARD WORLD FDS. The purchase prices were between $40.31 and $52.03, with an estimated average price of $47.58. The stock is now traded at around $37.58. The impact to a portfolio due to this purchase was 0.11%. The holding were 31,508 shares as of .

New Purchase: SELECT SECTOR SPDR (XLE)

Welch Group, LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $29.95 and $38.58, with an estimated average price of $35.52. The stock is now traded at around $27.71. The impact to a portfolio due to this purchase was 0.09%. The holding were 33,010 shares as of .

New Purchase: SELECT SECTOR SPDR (XLU)

Welch Group, LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $56.7 and $61.49, with an estimated average price of $59.33. The stock is now traded at around $62.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,543 shares as of .

New Purchase: SELECT SECTOR SPDR (XLC)

Welch Group, LLC initiated holding in SELECT SECTOR SPDR. The purchase prices were between $55.2 and $65.14, with an estimated average price of $59.2. The stock is now traded at around $58.74. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,993 shares as of .

New Purchase: VANGUARD WORLD FDS (VGT)

Welch Group, LLC initiated holding in VANGUARD WORLD FDS. The purchase prices were between $279.37 and $338.36, with an estimated average price of $301.01. The stock is now traded at around $300.62. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,248 shares as of .

Added: Coca-Cola Co (KO)

Welch Group, LLC added to a holding in Coca-Cola Co by 54.57%. The purchase prices were between $43.91 and $51.19, with an estimated average price of $48.09. The stock is now traded at around $47.96. The impact to a portfolio due to this purchase was 0.27%. The holding were 178,652 shares as of .

Added: American Express Co (AXP)

Welch Group, LLC added to a holding in American Express Co by 26.07%. The purchase prices were between $90.57 and $107.27, with an estimated average price of $98.42. The stock is now traded at around $91.60. The impact to a portfolio due to this purchase was 0.03%. The holding were 15,458 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Welch Group, LLC added to a holding in Bristol-Myers Squibb Company by 22.81%. The purchase prices were between $57.43 and $63.64, with an estimated average price of $60.17. The stock is now traded at around $57.76. The impact to a portfolio due to this purchase was 0.03%. The holding were 30,713 shares as of .

Added: Deere & Co (DE)

Welch Group, LLC added to a holding in Deere & Co by 22.08%. The purchase prices were between $156.85 and $221.97, with an estimated average price of $192.83. The stock is now traded at around $223.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,316 shares as of .

Added: Altria Group Inc (MO)

Welch Group, LLC added to a holding in Altria Group Inc by 31.46%. The purchase prices were between $37.93 and $44.04, with an estimated average price of $41.61. The stock is now traded at around $36.72. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,019 shares as of .

Added: Oracle Corp (ORCL)

Welch Group, LLC added to a holding in Oracle Corp by 33.55%. The purchase prices were between $53.99 and $60.94, with an estimated average price of $56.78. The stock is now traded at around $55.59. The impact to a portfolio due to this purchase was 0.02%. The holding were 14,809 shares as of .

Sold Out: Diamondback Energy Inc (FANG)

Welch Group, LLC sold out a holding in Diamondback Energy Inc. The sale prices were between $29.62 and $45.51, with an estimated average price of $38.11.

Sold Out: Tiffany & Co (TIF)

Welch Group, LLC sold out a holding in Tiffany & Co. The sale prices were between $113.19 and $127.25, with an estimated average price of $121.51.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Welch Group, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $250.49 and $302.76, with an estimated average price of $271.11.

Sold Out: Comcast Corp (CMCSA)

Welch Group, LLC sold out a holding in Comcast Corp. The sale prices were between $39.25 and $46.81, with an estimated average price of $43.43.

Sold Out: General Electric Co (GE)

Welch Group, LLC sold out a holding in General Electric Co. The sale prices were between $5.95 and $7.14, with an estimated average price of $6.53.

Sold Out: Moody's Corporation (MCO)

Welch Group, LLC sold out a holding in Moody's Corporation. The sale prices were between $271.15 and $304.49, with an estimated average price of $285.28.



Here is the complete portfolio of Welch Group, LLC. Also check out:

1. Welch Group, LLC's Undervalued Stocks
2. Welch Group, LLC's Top Growth Companies, and
3. Welch Group, LLC's High Yield stocks
4. Stocks that Welch Group, LLC keeps buying

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