Fund HoldingsWelch Group, LLC

Total Portfolio Value
$2.02B
Total Bought
$2.02B
Total Sold
$1.86B
Net Transaction
+$159.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)0202,580+202,580085,2294.23%+85,229
SERVISFIRST BANCSHARES INC(SFBS)01,274,271+1,274,271084,5614.19%+84,561
ABBVIE INC(ABBV)0357,441+357,441065,0903.23%+65,090
HOME DEPOT INC(HD)0166,967+166,967064,0493.18%+64,049
JPMORGAN CHASE & CO(JPM)0315,037+315,037063,1023.13%+63,102
INTERNATIONAL BUSINESS MACHS(IBM)0324,278+324,278061,9243.07%+61,924
APPLE INC(AAPL)0358,258+358,258061,4343.05%+61,434
GALLAGHER ARTHUR J & CO(AJG)0241,817+241,817060,4643.00%+60,464
EXXON MOBIL CORP0514,561+514,561059,8132.97%+59,813
QUALCOMM INC(QCOM)0353,288+353,288059,8122.97%+59,812
CHEVRON CORP NEW(CVX)0372,870+372,870058,8172.92%+58,817
SOUTHERN CO(SO)0789,070+789,070056,6082.81%+56,608
COLGATE PALMOLIVE CO(CL)0627,813+627,813056,5352.80%+56,535
EMERSON ELEC CO(EMR)0483,432+483,432054,8312.72%+54,831
RTX CORPORATION(RTX)0548,655+548,655053,5102.65%+53,510
MCDONALDS CORP(MCD)0186,215+186,215052,5032.60%+52,503
PEPSICO INC(PEP)0299,911+299,911052,4872.60%+52,487
LOCKHEED MARTIN CORP(LMT)0115,366+115,366052,4772.60%+52,477
PROCTER AND GAMBLE CO(PG)0319,643+319,643051,8622.57%+51,862
JOHNSON & JOHNSON(JNJ)0326,765+326,765051,6912.56%+51,691
CINCINNATI FINL CORP(CINF)0410,991+410,991051,0332.53%+51,033
NEXTERA ENERGY INC(NEE)0794,225+794,225050,7592.52%+50,759
PAYCHEX INC(PAYX)0397,903+397,903048,8632.42%+48,863
TRUIST FINL CORP(TFC)01,197,509+1,197,509046,6792.31%+46,679
GENERAL MLS INC(GIS)0665,037+665,037046,5332.31%+46,533
KIMBERLY-CLARK CORP(KMB)0346,119+346,119044,7702.22%+44,770
CONSOLIDATED EDISON INC(ED)0489,378+489,378044,4402.20%+44,440
VERIZON COMMUNICATIONS INC(VZ)01,048,902+1,048,902044,0122.18%+44,012
UNILEVER PLC(UL)0857,776+857,776043,0522.14%+43,052
PFIZER INC(PFE)01,492,607+1,492,607041,4202.05%+41,420
TEXAS INSTRS INC(TXN)0229,149+229,149039,9201.98%+39,920
NVIDIA CORPORATION(NVDA)020,312+20,312018,3530.91%+18,353
COCA COLA CO(KO)0229,118+229,118014,0170.70%+14,017
CATERPILLAR INC(CAT)034,949+34,949012,8060.64%+12,806
AMAZON COM INC(AMZN)052,752+52,75209,5150.47%+9,515
ISHARES TR017,595+17,59509,2500.46%+9,250
DEERE & CO(DE)020,299+20,29908,3380.41%+8,338
ALPHABET INC(GOOG)053,016+53,01608,0020.40%+8,002
ORACLE CORP(ORCL)058,312+58,31207,3250.36%+7,325
ADVANCED MICRO DEVICES INC(AMD)039,844+39,84407,1910.36%+7,191
VISA INC(V)025,608+25,60807,1470.35%+7,147
BLACKSTONE INC(BX)053,208+53,20806,9900.35%+6,990
VULCAN MATLS CO(VMC)025,599+25,59906,9870.35%+6,987
SHERWIN WILLIAMS CO(SHW)018,883+18,88306,5590.33%+6,559
ABBOTT LABS057,626+57,62606,5500.32%+6,550
TARGET CORP(TGT)036,553+36,55306,4780.32%+6,478
MASTERCARD INCORPORATED(MA)012,983+12,98306,2520.31%+6,252
META PLATFORMS INC(META)012,858+12,85806,2440.31%+6,244
TJX COS INC NEW(TJX)061,385+61,38506,2260.31%+6,226
STRYKER CORPORATION(SYK)017,322+17,32206,1990.31%+6,199
GOLDMAN SACHS GROUP INC(GS)014,810+14,81006,1860.31%+6,186
CISCO SYS INC(CSCO)0123,316+123,31606,1550.31%+6,155
GLOBE LIFE INC051,157+51,15705,9530.30%+5,953
ACCENTURE PLC IRELAND
SHS CLASS A
015,732+15,73205,4530.27%+5,453
DOLLAR GEN CORP NEW(DG)032,305+32,30505,0420.25%+5,042
ELI LILLY & CO(LLY)05,941+5,94104,6220.23%+4,622
CARRIER GLOBAL CORPORATION(CARR)079,358+79,35804,6130.23%+4,613
MERCK & CO INC(MRK)030,850+30,85004,0710.20%+4,071
VANGUARD INDEX FDS08,361+8,36104,0190.20%+4,019
AMERICAN EXPRESS CO(AXP)013,342+13,34203,0380.15%+3,038
AFLAC INC(AFL)033,851+33,85102,9060.14%+2,906
REGIONS FINANCIAL CORP NEW(RF)0123,760+123,76002,6040.13%+2,604
WALMART INC(WMT)042,907+42,90702,5820.13%+2,582
SYNOVUS FINL CORP059,969+59,96902,4020.12%+2,402
GRACO INC(GGG)022,291+22,29102,0830.10%+2,083
ALPHABET INC(GOOG)012,882+12,88201,9610.10%+1,961
PHILIP MORRIS INTL INC(PM)021,256+21,25601,9470.10%+1,947
AON PLC(AON)05,272+5,27201,7590.09%+1,759
ALTRIA GROUP INC(MO)038,886+38,88601,6960.08%+1,696
BANK AMERICA CORP040,294+40,29401,5280.08%+1,528
GENUINE PARTS CO(GPC)09,090+9,09001,4080.07%+1,408
NORTHROP GRUMMAN CORP(NOC)02,770+2,77001,3260.07%+1,326
REPUBLIC SVCS INC(RSG)06,735+6,73501,2890.06%+1,289
COSTCO WHSL CORP NEW(COST)01,728+1,72801,2660.06%+1,266
CONOCOPHILLIPS(COP)09,945+9,94501,2660.06%+1,266
WASTE MGMT INC DEL(WM)05,827+5,82701,2420.06%+1,242
SPDR GOLD TR(GLD)05,942+5,94201,2220.06%+1,222
SPDR S&P 500 ETF TR(SPY)02,293+2,29301,1990.06%+1,199
AT&T INC(T)067,164+67,16401,1820.06%+1,182
DUKE ENERGY CORP NEW(DUK)011,167+11,16701,0800.05%+1,080
SPDR SER TR
ST STR BLO 1 ETF
011,523+11,52301,0580.05%+1,058
MONDELEZ INTL INC(MDLZ)014,887+14,88701,0420.05%+1,042
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
04,369+4,36901,0410.05%+1,041
ISHARES TR012,267+12,26701,0030.05%+1,003
WELLTOWER INC(WELL)010,700+10,70001,0000.05%+1,000
PACER FDS TR
TRENDP US LAR CP
020,807+20,80709930.05%+993
UNITED CMNTY BKS BLAIRSVLE G(UCB)037,714+37,71409930.05%+993
NOVARTIS AG(NVS)010,226+10,22609890.05%+989
BANCO BILBAO VIZCAYA ARGENTA(BBVA)080,096+80,09609480.05%+948
DISNEY WALT CO(DIS)07,523+7,52309210.05%+921
BRISTOL-MYERS SQUIBB CO(BMY)016,682+16,68209050.04%+905
EATON CORP PLC(ETN)02,819+2,81908810.04%+881
WELLS FARGO CO NEW(WFC)014,666+14,66608500.04%+850
INTEL CORP(INTC)019,208+19,20808480.04%+848
CRANE COMPANY(CR)06,000+6,00008110.04%+811
HONEYWELL INTL INC(HON)03,732+3,73207660.04%+766
CHUBB LIMITED
COM
02,886+2,88607480.04%+748
INVESCO QQQ TR01,645+1,64507300.04%+730
MARTIN MARIETTA MATLS INC(MLM)01,188+1,18807290.04%+729
ONEOK INC NEW(OKE)09,069+9,06907270.04%+727
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