Fund HoldingsWelch Group, LLC

Total Portfolio Value
$2.27B
Total Bought
$188.35M
Total Sold
$161.32M
Net Transaction
+$27.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CISCO SYS INC(CSCO)145,248944,561+799,3138,59757,4862.53%+48,889
PFIZER INC(PFE)01,826,932+1,826,932046,0572.03%+46,057
JOHNSON & JOHNSON(JNJ)0372,781+372,781061,0282.68%+61,028
CHEVRON CORP NEW(CVX)0410,177+410,177068,1263.00%+68,126
CONSOLIDATED EDISON INC(ED)0513,393+513,393055,8422.46%+55,842
GALLAGHER ARTHUR J & CO(AJG)234,210225,825-8,38566,62376,9523.38%+10,329
ABBVIE INC(ABBV)0362,012+362,012074,3173.27%+74,317
VERIZON COMMUNICATIONS INC(VZ)01,137,904+1,137,904051,1262.25%+51,126
EXXON MOBIL CORP0527,239+527,239062,0722.73%+62,072
RTX CORPORATION(RTX)0522,020+522,020068,7603.02%+68,760
SOUTHERN CO(SO)0766,450+766,450069,8473.07%+69,847
MCDONALDS CORP(MCD)0203,824+203,824062,5922.75%+62,592
KIMBERLY-CLARK CORP(KMB)0363,350+363,350051,1272.25%+51,127
PEPSICO INC(PEP)0350,706+350,706052,3502.30%+52,350
PAYCHEX INC(PAYX)403,801398,409-5,39256,51660,1722.65%+3,656
COLGATE PALMOLIVE CO(CL)0655,352+655,352060,8302.68%+60,830
INTERNATIONAL BUSINESS MACHS(IBM)0301,213+301,213073,4963.23%+73,496
COCA COLA CO(KO)0256,665+256,665018,0620.79%+18,062
VISA INC(V)31,44634,716+3,2709,91511,9020.52%+1,987
GENERAL MLS INC(GIS)0763,572+763,572045,1351.99%+45,135
ABBOTT LABS68,65370,553+1,9007,7449,2300.41%+1,486
PROCTER AND GAMBLE CO(PG)0333,073+333,073055,9662.46%+55,966
NEXTERA ENERGY INC(NEE)0835,011+835,011058,8272.59%+58,827
DEERE & CO(DE)24,72825,125+39710,50011,6910.51%+1,191
QUALCOMM INC(QCOM)0362,799+362,799055,4072.44%+55,407
GLOBE LIFE INC48,09947,705-3945,2886,1910.27%+902
BROADCOM INC(AVGO)16,86328,464+11,6013,9734,8140.21%+841
PHILIP MORRIS INTL INC(PM)021,597+21,59703,3510.15%+3,351
BLACKROCK INC(BLK)0751+75107110.03%+711
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
35,20444,013+8,8092,0472,5830.11%+536
AT&T INC(T)85,37286,351+9791,9302,4330.11%+503
MASTERCARD INCORPORATED(MA)14,52615,002+4767,6348,1100.36%+476
ISHARES TR19,92725,192+5,2651,6332,0830.09%+450
STRYKER CORPORATION(SYK)19,70820,763+1,0557,1397,5680.33%+429
SHERWIN WILLIAMS CO(SHW)022,005+22,00507,4760.33%+7,476
VANGUARD WORLD FD02,822+2,82203590.02%+359
WELLTOWER INC(WELL)010,700+10,70001,6420.07%+1,642
REPUBLIC SVCS INC(RSG)08,122+8,12201,9370.09%+1,937
ANNALY CAPITAL MANAGEMENT IN014,473+14,47302990.01%+299
AFLAC INC(AFL)079,800+79,80008,7620.39%+8,762
ISHARES TR01,463+1,46302930.01%+293
GE AEROSPACE(GE)01,453+1,45302900.01%+290
SPDR GOLD TR(GLD)07,596+7,59602,1580.09%+2,158
ADVANCED MICRO DEVICES INC(AMD)062,616+62,61606,4630.28%+6,463
ELI LILLY & CO(LLY)06,435+6,43505,2930.23%+5,293
NEWMONT CORP(NEM)012,026+12,02605780.03%+578
ALTRIA GROUP INC(MO)41,08840,993-952,1402,3840.10%+244
AMERICAN ELEC PWR CO INC08,167+8,16708740.04%+874
VANGUARD INDEX FDS01,365+1,36502360.01%+236
COMCAST CORP NEW(CCZ)05,775+5,77502110.01%+211
ADOBE INC(ADBE)0542+54202090.01%+209
CARDINAL HEALTH INC(CAH)01,528+1,52802080.01%+208
ALLIANT ENERGY CORP(LNT)03,219+3,21902050.01%+205
BANCO BILBAO VIZCAYA ARGENTA(BBVA)063,173+63,17308670.04%+867
WASTE MGMT INC DEL(WM)06,788+6,78801,5470.07%+1,547
NATIONAL FUEL GAS CO(NFG)09,700+9,70007640.03%+764
NETFLIX INC(NFLX)742897+1556688380.04%+170
MONDELEZ INTL INC(MDLZ)018,766+18,76601,2710.06%+1,271
DUKE ENERGY CORP NEW(DUK)012,319+12,31901,4710.06%+1,471
CONOCOPHILLIPS(COP)010,350+10,35001,0600.05%+1,060
NOVARTIS AG(NVS)09,446+9,44601,0630.05%+1,063
RIVIAN AUTOMOTIVE INC(RIVN)011,116+11,11601380.01%+138
AON PLC(AON)5,2725,129-1431,8872,0240.09%+136
NORTHROP GRUMMAN CORP(NOC)02,870+2,87001,4700.06%+1,470
SAN JUAN BASIN RTY TR(SJT)022,008+22,00801210.01%+121
MEDICAL PPTYS TRUST INC(MPT)038,830+38,83002350.01%+235
YUM BRANDS INC(YUM)04,948+4,94807710.03%+771
MESA RTY TR016,370+16,3700980.00%+98
BANK NEW YORK MELLON CORP16,93616,93601,3061,4010.06%+95
SONY GROUP CORP(SONY)25,26525,000-2655366270.03%+91
ISHARES SILVER TR(SLV)021,567+21,56706690.03%+669
AGNICO EAGLE MINES LTD(AEM)03,752+3,75204030.02%+403
ATLANTA BRAVES HLDGS INC020,976+20,97609240.04%+924
UNITED STATES CELLULAR CORP(AD)11,00011,00006847630.03%+79
CARRIER GLOBAL CORPORATION(CARR)0103,549+103,54906,5580.29%+6,558
TJX COS INC NEW(TJX)66,71968,904+2,1858,0798,1450.36%+66
PERMIAN BASIN RTY TR(PBT)018,200+18,20001800.01%+180
NUCOR CORP(NUE)02,676+2,67603260.01%+326
CNH INDL N V
SHS
058,118+58,11807080.03%+708
PROASSURANCE CORP010,815+10,81502520.01%+252
CHUBB LIMITED
COM
02,646+2,64607840.03%+784
GRAY TELEVISION INC012,369+12,3690530.00%+53
ENTERGY CORP NEW(ETR)6,0926,09204615140.02%+53
CHEMED CORP NEW(CHE)0660+66004000.02%+400
SPDR SER TR
ST STR BLO 1 ETF
11,89912,394+4951,0881,1370.05%+49
OREILLY AUTOMOTIVE INC(ORLY)0264+26403720.02%+372
PALANTIR TECHNOLOGIES INC(PLTR)4,4194,485+663413850.02%+44
SILVERCORP METALS INC(SVM)011,225+11,2250440.00%+44
STARBUCKS CORP(SBUX)05,881+5,88105750.03%+575
AMGEN INC(AMGN)0853+85302620.01%+262
INTEL CORP(INTC)014,003+14,00303180.01%+318
DIAMONDBACK ENERGY INC(FANG)04,383+4,38306910.03%+691
ENTERPRISE PRODS PARTNERS L(EPD)12,86912,933+644024410.02%+39
BOSTON SCIENTIFIC CORP(BSX)4,5394,482-574074450.02%+38
PHILLIPS 66(PSX)03,506+3,50604270.02%+427
GENUINE PARTS CO(GPC)013,016+13,01601,5420.07%+1,542
SHELL PLC(SHEL)03,407+3,40702480.01%+248
URANIUM RTY CORP017,610+17,6100310.00%+31
ENERGY TRANSFER L P(ET)28,87531,854+2,9795655960.03%+31
ZIMMER BIOMET HOLDINGS INC(ZBH)05,208+5,20805850.03%+585
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