| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BBVA | Exit | Banco Bilbao Vizcaya Argentin | $0 | – | -12,338 | -100.0% | -0.07% | – |
| GILD | Exit | Gilead Sciences Inc | $0 | – | -1,536 | -100.0% | -0.07% | – |
| PM | Exit | Philip Morris Intl Inc | $0 | – | -1,051 | -100.0% | -0.07% | – |
| GOOGL | Exit | Google Inc Class A | $0 | – | -108 | -100.0% | -0.07% | – |
| V | Exit | Visa Inc Cl A | $0 | – | -1,017 | -100.0% | -0.07% | – |
| NVDA | Exit | Nvidia Corp | $0 | – | -610 | -100.0% | -0.08% | – |
| RF | Exit | Regions Financial Cp New | $0 | – | -6,942 | -100.0% | -0.08% | – |
| JPM | Exit | JP Morgan Chase & Co | $0 | – | -1,139 | -100.0% | -0.08% | – |
| BMY | Exit | Bristol-Myers Squibb Co | $0 | – | -2,153 | -100.0% | -0.08% | – |
| NSC | Exit | Norfolk Southern Corp | $0 | – | -1,078 | -100.0% | -0.10% | – |
| KO | Exit | Coca Cola Company | $0 | – | -3,455 | -100.0% | -0.10% | – |
| KMI | Exit | Kinder Morgan Inc | $0 | – | -9,195 | -100.0% | -0.10% | – |
| SFBS | Exit | Servisfirst Bancshares | $0 | – | -5,200 | -100.0% | -0.14% | – |
| VWO | Exit | Vanguard Emerging Market | $0 | – | -4,871 | -100.0% | -0.14% | – |
| DWDP | Exit | Dowdupont Inc | $0 | – | -3,565 | -100.0% | -0.16% | – |
| SLV | Exit | Ishares Silver TRUST | $0 | – | -15,926 | -100.0% | -0.16% | – |
| IVE | Exit | Ishares S&P 500 Value | $0 | – | -2,346 | -100.0% | -0.17% | – |
| RY | Exit | Royal Bk Cda Montreal | $0 | – | -3,278 | -100.0% | -0.17% | – |
| GLD | Exit | Streettracks Gold TRUST | $0 | – | -2,269 | -100.0% | -0.18% | – |
| AAPL | Exit | Apple Inc | $0 | – | -1,922 | -100.0% | -0.21% | – |
| PRA | Exit | Proassurance Corporation | $0 | – | -8,201 | -100.0% | -0.30% | – |
| IVV | Exit | Ishares TRUST S&P | $0 | – | -2,125 | -100.0% | -0.36% | – |
| TMK | Exit | Torchmark Corporation | $0 | – | -10,283 | -100.0% | -0.59% | – |
| RDSA | Exit | Royal Dutch Shell A Adrf | $0 | – | -30,827 | -100.0% | -1.30% | – |
| RDSB | Exit | Royal Dutch Shell B Adrf | $0 | – | -50,951 | -100.0% | -2.21% | – |
| IBM | Exit | Intl Business Machines | $0 | – | -29,668 | -100.0% | -2.89% | – |
| LEG | Exit | Leggett & Platt Inc | $0 | – | -96,301 | -100.0% | -2.92% | – |
| ED | Exit | Consolidated Edison Inc | $0 | – | -54,448 | -100.0% | -2.94% | – |
| KMB | Exit | Kimberly-Clark Corp | $0 | – | -38,814 | -100.0% | -2.97% | – |
| UL | Exit | Unilever Plc Adr New | $0 | – | -85,002 | -100.0% | -2.99% | – |
| PG | Exit | Procter & Gamble | $0 | – | -51,516 | -100.0% | -3.00% | – |
| T | Exit | A T & T Inc New | $0 | – | -122,026 | -100.0% | -3.01% | – |
| CINF | Exit | Cincinnati Financial Cp | $0 | – | -63,636 | -100.0% | -3.03% | – |
| PEP | Exit | Pepsico Incorporated | $0 | – | -40,418 | -100.0% | -3.08% | – |
| XOM | Exit | Exxon Mobil Corporation | $0 | – | -58,320 | -100.0% | -3.10% | – |
| NVS | Exit | Novartis A G Spon Adr | $0 | – | -58,113 | -100.0% | -3.10% | – |
| GIS | Exit | General Mills Inc | $0 | – | -83,530 | -100.0% | -3.14% | – |
| AJG | Exit | Gallagher Arthur J & Co | $0 | – | -78,287 | -100.0% | -3.15% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -65,681 | -100.0% | -3.15% | – |
| NEE | Exit | NextEra Energy Inc | $0 | – | -32,047 | -100.0% | -3.18% | – |
| LMT | Exit | Lockheed Martin Corp | $0 | – | -15,619 | -100.0% | -3.18% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -35,981 | -100.0% | -3.19% | – |
| VZ | Exit | Verizon Communications | $0 | – | -95,430 | -100.0% | -3.21% | – |
| MMM | Exit | 3m Company | $0 | – | -21,495 | -100.0% | -3.21% | – |
| UTX | Exit | United Technologies Corp | $0 | – | -40,038 | -100.0% | -3.24% | – |
| MSFT | Exit | Microsoft Corp | $0 | – | -60,948 | -100.0% | -3.31% | – |
| MCD | Exit | Mc Donalds Corp | $0 | – | -30,652 | -100.0% | -3.35% | – |
| CVX | Exit | Chevron Corporation | $0 | – | -42,326 | -100.0% | -3.36% | – |
| PAYX | Exit | Paychex Inc | $0 | – | -78,764 | -100.0% | -3.40% | – |
| SO | Exit | The Southern Company | $0 | – | -112,491 | -100.0% | -3.44% | – |
| INTC | Exit | Intel Corp | $0 | – | -118,660 | -100.0% | -3.48% | – |
| EMR | Exit | Emerson Electric Co | $0 | – | -78,706 | -100.0% | -3.48% | – |
| HD | Exit | Home Depot Inc | $0 | – | -30,026 | -100.0% | -3.61% | – |
| ABBV | Exit | Abbvie Inc Com USD0.01 | $0 | – | -62,165 | -100.0% | -3.82% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| The Southern Company | 5 | Q4 2017 | 3.8% |
| Abbvie Inc Com USD0.01 | 5 | Q4 2017 | 4.0% |
| Mc Donalds Corp | 5 | Q4 2017 | 3.7% |
| Home Depot Inc | 5 | Q4 2017 | 3.6% |
| Emerson Electric Co | 5 | Q4 2017 | 3.5% |
| Gallagher Arthur J & Co | 5 | Q4 2017 | 3.5% |
| Chevron Corporation | 5 | Q4 2017 | 3.6% |
| Paychex Inc | 5 | Q4 2017 | 3.5% |
| Johnson & Johnson | 5 | Q4 2017 | 3.5% |
| Unilever Plc Adr New | 5 | Q4 2017 | 3.5% |
View Welch Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-01-30 |
| 13F-HR | 2017-11-07 |
| 13F-HR | 2017-07-28 |
| 13F-HR | 2017-05-01 |
| 13F-HR | 2017-02-10 |
View Welch Investments, 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.