Fund HoldingsWelch Group, LLC

Total Portfolio Value
$2.59B
Total Bought
$2.59B
Total Sold
$2.56B
Net Transaction
+$32.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)0375,861+375,8610102,1823.94%+102,182
MICROSOFT CORP(MSFT)0206,681+206,681099,9553.85%+99,955
RTX CORPORATION(RTX)0500,842+500,842091,8543.54%+91,854
JPMORGAN CHASE & CO.(JPM)0281,039+281,039090,5563.49%+90,556
INTERNATIONAL BUSINESS MACHS(IBM)0291,893+291,893086,4623.33%+86,462
ABBVIE INC(ABBV)0367,597+367,597083,9923.24%+83,992
JOHNSON & JOHNSON(JNJ)0380,080+380,080078,6583.03%+78,658
CISCO SYS INC(CSCO)0965,959+965,959074,4082.87%+74,408
SERVISFIRST BANCSHARES INC(SFBS)01,003,503+1,003,503072,0412.78%+72,041
NEXTERA ENERGY INC(NEE)0869,421+869,421069,7972.69%+69,797
SOUTHERN CO(SO)0779,260+779,260067,9512.62%+67,951
QUALCOMM INC(QCOM)0386,404+386,404066,0942.55%+66,094
EXXON MOBIL CORP0548,346+548,346065,9882.54%+65,988
CHEVRON CORP NEW(CVX)0429,985+429,985065,5342.53%+65,534
CINCINNATI FINL CORP(CINF)0399,079+399,079065,1782.51%+65,178
TRUIST FINL CORP(TFC)01,324,063+1,324,063065,1572.51%+65,157
MCDONALDS CORP(MCD)0212,229+212,229064,8642.50%+64,864
LOCKHEED MARTIN CORP(LMT)0132,684+132,684064,1752.47%+64,175
EMERSON ELEC CO(EMR)0479,571+479,571063,6492.45%+63,649
HOME DEPOT INC(HD)0183,438+183,438063,1212.43%+63,121
GALLAGHER ARTHUR J & CO(AJG)0229,225+229,225059,3212.29%+59,321
CONSOLIDATED EDISON INC(ED)0528,169+528,169052,4582.02%+52,458
PROCTER AND GAMBLE CO(PG)0347,845+347,845049,8501.92%+49,850
PFIZER INC(PFE)01,982,578+1,982,578049,3661.90%+49,366
COLGATE PALMOLIVE CO(CL)0613,176+613,176048,4531.87%+48,453
VERIZON COMMUNICATIONS INC(VZ)01,182,228+1,182,228048,1521.86%+48,152
PEPSICO INC(PEP)0326,764+326,764046,8971.81%+46,897
TEXAS INSTRS INC(TXN)0263,129+263,129045,6501.76%+45,650
PAYCHEX INC(PAYX)0406,802+406,802045,6351.76%+45,635
AMERICAN ELEC PWR CO INC0325,185+325,185037,4971.45%+37,497
NVIDIA CORPORATION(NVDA)0176,997+176,997033,0101.27%+33,010
KIMBERLY-CLARK CORP(KMB)0324,477+324,477032,7361.26%+32,736
CATERPILLAR INC(CAT)040,627+40,627023,2740.90%+23,274
ALPHABET INC(GOOG)064,794+64,794020,2810.78%+20,281
PIMCO ETF TR
MULTISECTOR BD
0735,021+735,021019,6100.76%+19,610
COCA COLA CO(KO)0273,740+273,740019,1370.74%+19,137
AMAZON COM INC(AMZN)065,396+65,396015,0950.58%+15,095
ADVANCED MICRO DEVICES INC(AMD)067,622+67,622014,4820.56%+14,482
GOLDMAN SACHS GROUP INC(GS)016,337+16,337014,3600.55%+14,360
VISA INC(V)039,154+39,154013,7320.53%+13,732
ORACLE CORP(ORCL)068,286+68,286013,3100.51%+13,310
ISHARES TR019,139+19,139013,1090.51%+13,109
DEERE & CO(DE)027,013+27,013012,5760.48%+12,576
BROADCOM INC(AVGO)033,567+33,567011,6180.45%+11,618
TJX COS INC NEW(TJX)075,098+75,098011,5360.44%+11,536
META PLATFORMS INC(META)016,525+16,525010,9080.42%+10,908
BLACKSTONE INC(BX)066,949+66,949010,3200.40%+10,320
MICRON TECHNOLOGY INC(MU)035,912+35,912010,2500.40%+10,250
ABBOTT LABS081,285+81,285010,1840.39%+10,184
MASTERCARD INCORPORATED(MA)016,934+16,93409,6670.37%+9,667
SPDR S&P 500 ETF TR(SPY)013,265+13,26509,0450.35%+9,045
STRYKER CORPORATION(SYK)025,297+25,29708,8910.34%+8,891
ELI LILLY & CO(LLY)07,686+7,68608,2600.32%+8,260
SHERWIN WILLIAMS CO(SHW)025,382+25,38208,2240.32%+8,224
VULCAN MATLS CO(VMC)027,492+27,49207,8410.30%+7,841
PALO ALTO NETWORKS INC(PANW)041,149+41,14907,5800.29%+7,580
ACCENTURE PLC IRELAND
SHS CLASS A
027,045+27,04507,2560.28%+7,256
AMERICAN EXPRESS CO(AXP)018,892+18,89206,9890.27%+6,989
SELECT SECTOR SPDR TR
ST STR STAPL ETF
086,675+86,67506,7330.26%+6,733
CARRIER GLOBAL CORPORATION(CARR)0126,006+126,00606,6580.26%+6,658
GLOBE LIFE INC046,875+46,87506,5560.25%+6,556
VANGUARD INDEX FDS09,972+9,97206,2530.24%+6,253
TARGET CORP(TGT)061,530+61,53006,0150.23%+6,015
AFLAC INC(AFL)053,635+53,63505,9140.23%+5,914
WALMART INC(WMT)050,903+50,90305,6710.22%+5,671
ALPHABET INC(GOOG)013,073+13,07304,1020.16%+4,102
REGIONS FINANCIAL CORP NEW(RF)0147,472+147,47203,9960.15%+3,996
SPDR GOLD TR(GLD)09,639+9,63903,8200.15%+3,820
ISHARES TR045,614+45,61403,7780.15%+3,778
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
063,425+63,42503,7250.14%+3,725
MERCK & CO INC(MRK)034,481+34,48103,6300.14%+3,630
PHILIP MORRIS INTL INC(PM)021,780+21,78003,4940.13%+3,494
SYNOVUS FINL CORP067,623+67,62303,3850.13%+3,385
INVESCO QQQ TR04,324+4,32402,6570.10%+2,657
MUELLER INDS INC(MLI)022,000+22,00002,5260.10%+2,526
ALTRIA GROUP INC(MO)042,196+42,19602,4330.09%+2,433
WELLS FARGO CO NEW(WFC)023,996+23,99602,2360.09%+2,236
AT&T INC(T)088,574+88,57402,2000.08%+2,200
GENERAL MLS INC(GIS)045,437+45,43702,1130.08%+2,113
CRANE COMPANY(CR)011,000+11,00002,0290.08%+2,029
WELLTOWER INC(WELL)010,731+10,73101,9920.08%+1,992
COSTCO WHSL CORP NEW(COST)02,286+2,28601,9710.08%+1,971
ISHARES TR013,958+13,95801,9700.08%+1,970
BANK NEW YORK MELLON CORP016,936+16,93601,9660.08%+1,966
WASTE MGMT INC DEL(WM)08,316+8,31601,8270.07%+1,827
AON PLC(AON)05,148+5,14801,8170.07%+1,817
WORLD GOLD TR(GLDM)021,040+21,04001,7960.07%+1,796
ISHARES SILVER TR(SLV)027,230+27,23001,7540.07%+1,754
MODINE MFG CO(MOD)013,000+13,00001,7360.07%+1,736
REPUBLIC SVCS INC(RSG)08,123+8,12301,7220.07%+1,722
BANK AMERICA CORP031,119+31,11901,7120.07%+1,712
GENUINE PARTS CO(GPC)013,873+13,87301,7060.07%+1,706
GRACO INC(GGG)020,653+20,65301,6930.07%+1,693
NORTHROP GRUMMAN CORP(NOC)02,816+2,81601,6060.06%+1,606
BANCO BILBAO VIZCAYA ARGENTA(BBVA)068,497+68,49701,5970.06%+1,597
DUKE ENERGY CORP NEW(DUK)013,370+13,37001,5670.06%+1,567
WATTS WATER TECHNOLOGIES INC(WTS)05,400+5,40001,4910.06%+1,491
HONEYWELL INTL INC(HON)07,579+7,57901,4790.06%+1,479
TESLA INC(TSLA)03,212+3,21201,4450.06%+1,445
TEXTRON INC(TXT)015,400+15,40001,3420.05%+1,342
Page 1 of 1