Welch Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WG Welch Group, LLC | Institutional Filer | ▲ 2.62% | $2.66B | 308 |
Current Portfolio Holdings
Showing all 308 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 375K | $95.2M | 3.58% |
| 2 | RTX | RTX Corporation | Industrials | 463K | $89.4M | 3.36% |
| 3 | CVX | Chevron Corporation | Energy | 430K | $89.0M | 3.34% |
| 4 | XOM | Exxon Mobil Corporation | Energy | 524K | $89.0M | 3.34% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 359K | $87.8M | 3.30% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 277K | $81.5M | 3.06% |
| 7 | ABBV | AbbVie Inc. | Healthcare | 366K | $79.6M | 2.99% |
| 8 | MSFT | Microsoft Corporation | Technology | 214K | $79.3M | 2.98% |
| 9 | NEE | NextEra Energy, Inc. | Utilities | 853K | $79.2M | 2.98% |
| 10 | LMT | Lockheed Martin Corporation | Industrials | 127K | $76.5M | 2.88% |
| 11 | SO | The Southern Company | Utilities | 783K | $75.6M | 2.84% |
| 12 | CSCO | Cisco Systems, Inc. | Technology | 947K | $73.5M | 2.76% |
| 13 | IBM | International Business Machines Corporation | Technology | 295K | $71.5M | 2.68% |
| 14 | SFBS | ServisFirst Bancshares, Inc. | Financial Services | 976K | $71.1M | 2.67% |
| 15 | MCD | McDonald's Corporation | Consumer Cyclical | 215K | $66.8M | 2.51% |
Showing 1 to 15 of 308 holdings