$937 Million is the total value of Welch Group, LLC's 144 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | New | Alphabet Inc | $286,000 | – | 265 | +100.0% | 0.03% | – |
| PXH | New | Powershares RAFI Emerging Mkt | $133,000 | – | 6,152 | +100.0% | 0.01% | – |
| RBNC | New | Reliant Bancorp Inc | $121,000 | – | 5,107 | +100.0% | 0.01% | – |
| GE | New | General Electric Company | $121,000 | – | 11,553 | +100.0% | 0.01% | – |
| SBUX | New | Starbucks Corp | $111,000 | – | 1,329 | +100.0% | 0.01% | – |
| APD | New | Air Prod & Chemicals Inc | $103,000 | – | 456 | +100.0% | 0.01% | – |
| CLX | New | Clorox Company | $102,000 | – | 668 | +100.0% | 0.01% | – |
| FBHS | New | Fortune Brands Hm & Sec | $105,000 | – | 1,838 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-11
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.