$1.75 Billion is the total value of Welch Group, LLC's 214 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $2,480,000 | – | 71,272 | +100.0% | 0.14% | – |
| DOW | New | DOW INC | $572,000 | – | 8,975 | +100.0% | 0.03% | – |
| New | SHELL PLC | $384,000 | – | 6,998 | +100.0% | 0.02% | – | |
| FFWM | New | FIRST FNDTN INC | $363,000 | – | 14,956 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $367,000 | – | 3,356 | +100.0% | 0.02% | – |
| ETN | New | EATON CORP PLC | $312,000 | – | 2,056 | +100.0% | 0.02% | – |
| CUTR | New | CUTERA INC | $255,000 | – | 3,700 | +100.0% | 0.02% | – |
| IRM | New | IRON MTN INC NEW | $251,000 | – | 4,531 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $238,000 | – | 1,809 | +100.0% | 0.01% | – |
| URI | New | UNITED RENTALS INC | $221,000 | – | 623 | +100.0% | 0.01% | – |
| TECK | New | TECK RESOURCES LTD | $230,000 | – | 5,700 | +100.0% | 0.01% | – |
| VIACA | New | PARAMOUNT GLOBAL | $211,000 | – | 5,210 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $218,000 | – | 4,719 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.