Welch Group, LLC
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "NLY", null, "MSGS", "RF", "BPT", "NPO", "GATX", "MU", "ACN", "ITT", "ABT", "ABBV", "ADBE", "OBDC", "PBT", "APD", "BABA", null, "SJT", "ALL", "GOOGL", "VDE", "AXP", "ARBK", "ACA", "T", "BLK", "ENR", "CAT", "AVGO", "LOW", "HRI", "BITF", "BSX", "COF", "DUK", "D", null, "UTG", "SFBS", "USM", "BATRA", "GD", "GILD", "GIS", "HON", "HD", "MCD", "FBIN", "FE", "UNP", "QCOM", "ISRG", "IDA", "AMAT", "RIVN", "EMR", "META", "MTR", "IVW", "IJH", "PRA", "TRN", "SVM", "UROY", "BBUS", "KMI", "MPC", "MA", "MSFT", "MDLZ", "MS", "NDAQ", "FLS", "GE", "GPC", "NTRS", "NVS", "ORLY", "PCAR", "BX", "ORCL", "KHC", "NOC", "OKE", "PAYX", "PEP", "PNC", "IRM", "VGSH", "IVV", "DOW", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, null, "MPW", "AMGN", "PPG", "REGN", "FNDX", "RY", "SCHX", "SHW", "SLB", "SPG", "ROST", "SHEL", "RTX", "GLD", null, null, null, "RSG", "IBM", "SYK", "SBUX", "TXN", "TGT", "TJX", "TFC", "UL", "VO", "NEM", "VXF", "SNV", "EPC", "PRF", null, "VIG", "MOD", "SMBK", "TXT", "GL", "GGG", "GPN", "EAF", "ETR", "VYM", "GFF", "K", "GTN", "NFG", "MLI", "AON", "AEE", "HAL", "WTS", "AFL", "AMD", "SONY", "IP", "DEO", "AJG", "WM", "IR", null, "CAH", "AEP", "ES", "RHP", "IEX", "AMZN", "UCB", "ABEV", null, "VGT", "VUG", "VFH", "VMI", "MGK", "VONE", "MGV", "VOT", "VOO", "VTV", "V", "WMT", "WWR", "WFC", "WELL", "XEL", "ZDGE", "YUM", "XYL", "LNT", "DNN", "POST", "AEM", "SCHD", "ET", "DVY", "NSC", "SO", "SXT", "SJM", "TGNA", "PSX", "CRM", "RNR", null, null, "ZBH", "NUE", "SSBK", "KMB", "ADP", "AZZ", "BAC", "BBVA", "BK", "BA", "BMY", "CPB", "CARR", "CHE", "CVX", "CINF", "CB", "CSCO", "CLX", null, "KO", "CMCSA", "CL", "CAG", "COP", "ED", "COST", "CRGY", "CXT", "CR", "DE", "FANG", "VMC", "NEE", "STT", "QQQ", "IWM", "EPD", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "MLM", "XLK", "URI", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified250 identified16 unidentified
Holdings
266 positions
Manager:
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Page 7 of 14
46428Q109
Shares:21.6K
Value:$668.6K
81369Y506
Shares:5.8K
Value:$532.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Idex Corp /De/(IEXcusip45167R104) | 3.7K | QoQ 0.00% (-0) | All Managers (Combined) | $669.4K | |
(cusip46428Q109)✕ | 21.6K | All Managers (Combined) | $668.6K | ||
Enpro Inc.(NPOcusip29355X107) | 4.0K | QoQ 0.00% (-0) | All Managers (Combined) | $653.0K | |
2.5K | QoQ 0.00% (-0)YoY -0.15% (-4) | All Managers (Combined) | $646.8K | ||
Unilever Plc(ULcusip904767704) | 10.7K | All Managers (Combined) | $636.0K | ||
Sony Group Corp(SONYcusip835699307) | 25.0K | QoQ -1.04% (-265)YoY NEW(+25.0K) | All Managers (Combined) | $627.3K | YoY NEW(+$627.3K) |
19.0K | All Managers (Combined) | $617.5K | |||
10.2K | All Managers (Combined) | $612.8K | |||
Arcosa, Inc.(ACAcusip039653100) | 7.5K | QoQ 0.00% (-0) | All Managers (Combined) | $599.8K | |
31.9K | YoY NEW(+31.9K) | All Managers (Combined) | $596.0K | YoY NEW(+$596.0K) | |
5.2K | All Managers (Combined) | $584.6K | |||
Diageo Plc(DEOcusip25243Q205) | 5.5K | QoQ 0.00% (-0) | All Managers (Combined) | $579.6K | |
12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $578.2K | YoY NEW(+$578.2K) | |
Starbucks Corp(SBUXcusip855244109) | 5.9K | QoQ +0.18% (+11) | All Managers (Combined) | $574.8K | |
1.5K | All Managers (Combined) | $570.1K | |||
Paccar Inc(PCARcusip693718108) | 5.8K | All Managers (Combined) | $564.9K | ||
2.0K | QoQ 0.00% (+0) | All Managers (Combined) | $545.4K | ||
48.4K | QoQ 0.00% (-0) | All Managers (Combined) | $539.1K | ||
(cusip81369Y506)✕ | 5.8K | All Managers (Combined) | $532.7K | ||
6.1K | QoQ 0.00% (+0) | All Managers (Combined) | $514.2K |