$908 Million is the total value of Welch Group, LLC's 144 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | New | S P D R TRUST Unit SR | $7,076,000 | – | 25,048 | +100.0% | 0.78% | – |
New | Alphabet Inc | $313,000 | – | 267 | +100.0% | 0.03% | – | |
GTN | New | Gray Television Inc | $214,000 | – | 10,000 | +100.0% | 0.02% | – |
TXN | New | Texas Instruments Inc | $159,000 | – | 1,501 | +100.0% | 0.02% | – |
MAA | New | Mid Amer Apt Cmntys Inc | $143,000 | – | 1,304 | +100.0% | 0.02% | – |
LOW | New | Lowes Companies Inc | $105,000 | – | 957 | +100.0% | 0.01% | – |
MPW | New | Medical Properties TRUST | $107,000 | – | 5,769 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Abbvie Inc Com USD0.01 | 42 | Q3 2023 | 3.8% |
NEXTERA ENERGY INC | 42 | Q3 2023 | 3.6% |
LOCKHEED MARTIN CORP | 42 | Q3 2023 | 3.5% |
The Southern Company | 42 | Q3 2023 | 3.5% |
GALLAGHER ARTHUR J & CO | 42 | Q3 2023 | 3.5% |
Pepsico Incorporated | 42 | Q3 2023 | 3.2% |
Exxon Mobil Corporation | 42 | Q3 2023 | 3.7% |
Chevron Corporation | 42 | Q3 2023 | 3.7% |
MCDONALDS CORP | 42 | Q3 2023 | 3.5% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 3.3% |
View Welch Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-21 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-26 |
View Welch Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.