Welch Group, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 266
Total Value: 2273585481
Accession Number: 0001443095-25-000003
Form Type: 13F-HR
CIK: 0001443095
Manager Name: Welch Group, LLC

Data Enrichment

94% identified

250 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

266 positions • $2,273,585.481K total value

266 positions

Manager:

SEC FilingSEC DataHachi Filing

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CONSOLIDATED EDISON INC

ED|209115104

513393(+2.1%)

Value:

$55.8B(+24.5%)

QUALCOMM INC/DE

QCOM|747525103

362799(+3.3%)

Value:

$55.4B(+2.1%)

LOCKHEED MARTIN CORP

LMT|539830109

124203(+5.5%)

Value:

$54.8B(-3.7%)

PEPSICO INC

PEP|713448108

350706(+11.0%)

Value:

$52.3B(+9.2%)

EMERSON ELECTRIC CO

EMR|291011104

474075(-1.3%)

Value:

$51.5B(-13.7%)

KIMBERLY CLARK CORP

KMB|494368103

363350(+2.5%)

Value:

$51.1B(+10.4%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

1137904(+5.9%)

Value:

$51.1B(+20.2%)

TRUIST FINANCIAL CORP

TFC|89832Q109

1254371(+0.6%)

Value:

$50.8B(-6.2%)

PFIZER INC

PFE|717081103

1826932(+76.9%)

Value:

$46.1B(+68.8%)

GENERAL MILLS INC

GIS|370334104

763572(+11.5%)

Value:

$45.1B(+4.0%)

TEXAS INSTRUMENTS INC

TXN|882508104

245860(+3.5%)

Value:

$43.4B(-2.9%)

NVIDIA CORP

NVDA|67066G104

179394(-1.8%)

Value:

$19.7B(-21.7%)

COCA COLA CO

KO|191216100

256665(+2.9%)

Value:

$18.1B(+16.7%)

CATERPILLAR INC

CAT|149123101

37970(+3.1%)

Value:

$12.5B(-6.3%)

VISA INC.

V|92826C839

34716(+10.4%)

Value:

$11.9B(+20.0%)

DEERE & CO

DE|244199105

25125(+1.6%)

Value:

$11.7B(+11.3%)

AMAZON COM INC

AMZN|023135106

58213(+1.3%)

Value:

$11.2B(-11.7%)

464287200

IVV|464287200

17603(-28.7%)

Value:

$9.8B(-32.7%)

Alphabet Inc.

GOOGL|02079K305

61795(+4.0%)

Value:

$9.5B(-16.1%)

ABBOTT LABORATORIES

ABT|002824100

70553(+2.8%)

Value:

$9.2B(+19.2%)

Instrument	Shares		Other Manager	Value
Consolidated Edison Inc(EDcusip209115104)	513.4K	QoQ +2.08% (+10.5K) YoY +4.90% (+24.0K)	All Managers (Combined)	$55.8M	QoQ +24.53% (+$11.0M) YoY +25.65% (+$11.4M)
Qualcomm Inc/De(QCOMcusip747525103)	362.8K	QoQ +3.34% (+11.7K) YoY +2.69% (-9.5K)	All Managers (Combined)	$55.4M	QoQ +2.09% (+$1.1M) YoY -7.36% (-$4.4M)
Lockheed Martin Corp(LMTcusip539830109)	124.2K	QoQ +5.47% (-6.4K) YoY +7.65% (+8.8K)	All Managers (Combined)	$54.8M	QoQ -3.66% (-$2.1M) YoY +4.49% (+$2.4M)
Pepsico Inc(PEPcusip713448108)	350.7K	QoQ +11.03% (+34.9K) YoY +16.93% (-50.8K)	All Managers (Combined)	$52.3M	QoQ +9.24% (+$4.4M) YoY -0.26% (-$137.4K)
Emerson Electric Co(EMRcusip291011104)	474.1K	QoQ -1.32% (-6.4K) YoY -1.93% (-9.4K)	All Managers (Combined)	$51.5M	QoQ -13.72% (-$8.2M) YoY -6.06% (-$3.3M)
Kimberly Clark Corp(KMBcusip494368103)	363.4K	QoQ +2.45% (+8.7K) YoY +4.97% (+17.2K)	All Managers (Combined)	$51.1M	QoQ +10.37% (+$4.8M) YoY +14.19% (+$6.4M)
Verizon Communications Inc(VZcusip92343V104)	1.1M	QoQ +5.90% (+63.5K) YoY +8.48% (+89.0K)	All Managers (Combined)	$51.1M	QoQ +20.16% (+$8.6M) YoY +16.16% (+$7.1M)
Truist Financial Corp(TFCcusip89832Q109)	1.3M	QoQ +0.55% (-6.9K) YoY +4.74% (+56.9K)	All Managers (Combined)	$50.8M	QoQ -6.19% (-$3.3M) YoY +8.72% (+$4.1M)
Pfizer Inc(PFEcusip717081103)	1.8M	QoQ +76.88% (+794.1K) YoY +22.39% (+334.3K)	All Managers (Combined)	$46.1M	QoQ +68.78% (+$18.8M) YoY +11.19% (+$4.6M)
General Mills Inc(GIScusip370334104)	763.6K	QoQ +11.47% (+78.6K) YoY +14.81% (-98.5K)	All Managers (Combined)	$45.1M	QoQ +3.97% (+$1.7M) YoY -3.00% (-$1.4M)
Texas Instruments Inc(TXNcusip882508104)	245.9K	QoQ +3.52% (-8.4K) YoY +7.29% (+16.7K)	All Managers (Combined)	$43.4M	QoQ -2.87% (-$1.3M) YoY +8.59% (+$3.4M)
Nvidia Corp(NVDAcusip67066G104)	179.4K	QoQ -1.84% (-3.4K) YoY +783.19% (+159.1K)	All Managers (Combined)	$19.7M	QoQ -21.70% (-$5.5M) YoY +7.20% (+$1.3M)
Coca Cola Co(KOcusip191216100)	256.7K	QoQ +2.89% (+7.2K) YoY +12.02% (+27.5K)	All Managers (Combined)	$18.1M	QoQ +16.73% (+$2.6M) YoY +28.85% (+$4.0M)
Caterpillar Inc(CATcusip149123101)	38.0K	QoQ +3.14% (-1.2K) YoY +8.64% (-3.0K)	All Managers (Combined)	$12.5M	QoQ -6.32% (-$845.5K) YoY -2.24% (-$287.9K)
Visa Inc.(Vcusip92826C839)	34.7K	QoQ +10.39% (+3.3K) YoY +35.56% (+9.1K)	All Managers (Combined)	$11.9M	QoQ +20.04% (+$2.0M) YoY +66.54% (+$4.8M)
Deere & Co(DEcusip244199105)	25.1K	QoQ +1.60% (+397) YoY +23.77% (+4.8K)	All Managers (Combined)	$11.7M	QoQ +11.33% (+$1.2M) YoY +40.22% (+$3.4M)
Amazon Com Inc(AMZNcusip023135106)	58.2K	QoQ +1.34% (-775) YoY +10.35% (+5.5K)	All Managers (Combined)	$11.2M	QoQ -11.73% (-$1.5M) YoY +17.90% (+$1.7M)
(IVVcusip464287200)	17.6K	QoQ -28.74% (-7.1K) YoY +0.04% (+8)	All Managers (Combined)	$9.8M	QoQ -32.70% (-$4.8M) YoY +6.20% (+$574.0K)
Alphabet Inc.(GOOGLcusip02079K305)	61.8K	QoQ +3.96% (-2.4K) YoY +16.55% (+8.8K)	All Managers (Combined)	$9.5M	QoQ -16.10% (-$1.8M) YoY +19.18% (+$1.5M)
Abbott Laboratories(ABTcusip002824100)	70.6K	QoQ +2.76% (+1.9K) YoY +22.43% (+12.9K)	All Managers (Combined)	$9.2M	QoQ +19.18% (+$1.5M) YoY +40.91% (+$2.7M)