Welch Group, LLC Q2 2024 Filing

Filed July 17, 2024

Portfolio Value

$2.1T

Holdings

267

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
201,022$89.8B4.32%
2
SFBSSERVISFIRST BANCSHARES INC
1,255,498$79.3B3.81%
3
AAPLAPPLE INC
366,000$77.1B3.70%
4
QCOMQUALCOMM INC
342,098$68.1B3.27%
5
JPMJPMORGAN CHASE & CO
309,063$62.5B3.00%
6
AJGGALLAGHER ARTHUR J & CO
238,639$61.9B2.97%
7
ABBVABBVIE INC
359,639$61.7B2.96%
8
SOSOUTHERN CO
789,281$61.2B2.94%
9
CLCOLGATE PALMOLIVE CO
624,865$60.6B2.91%
10
XOMEXXON MOBIL CORP
511,611$58.9B2.83%
11
CVXCHEVRON CORP NEW
376,006$58.8B2.83%
12
HDHOME DEPOT INC
168,397$58.0B2.79%
13
NEENEXTERA ENERGY INC
808,100$57.2B2.75%
14
IBMINTERNATIONAL BUSINESS MACHS
324,188$56.1B2.69%
15
RTXRTX CORPORATION
545,247$54.7B2.63%
16
LMTLOCKHEED MARTIN CORP
116,764$54.5B2.62%
17
PGPROCTER AND GAMBLE CO
320,880$52.9B2.54%
18
EMREMERSON ELEC CO
478,434$52.7B2.53%
19
PEPPEPSICO INC
305,650$50.4B2.42%
20
JNJJOHNSON & JOHNSON
337,096$49.3B2.37%
21
MCDMCDONALDS CORP
192,099$49.0B2.35%
22
CINFCINCINNATI FINL CORP
412,758$48.7B2.34%
23
KMBKIMBERLY-CLARK CORP
348,891$48.2B2.32%
24
ULUNILEVER PLC
865,256$47.6B2.29%
25
PAYXPAYCHEX INC
401,151$47.6B2.29%
26
TFCTRUIST FINL CORP
1,222,780$47.5B2.28%
27
TXNTEXAS INSTRS INC
231,357$45.0B2.16%
28
EDCONSOLIDATED EDISON INC
495,320$44.3B2.13%
29
BACVERIZON COMMUNICATIONS INC
1,064,637$43.9B2.11%
30
PFEPFIZER INC
1,560,118$43.7B2.10%
31
GISGENERAL MLS INC
676,543$42.8B2.06%
32
NVDANVIDIA CORPORATION
194,562$24.0B1.15%
33
KOCOCA COLA CO
240,736$15.3B0.74%
34
CATCATERPILLAR INC
35,660$11.9B0.57%
35
AMZNAMAZON COM INC
53,035$10.2B0.49%
36
GOOGLALPHABET INC
53,369$9.7B0.47%
37
IVVISHARES TR
17,590$9.6B0.46%
38
DEDEERE & CO
22,890$8.6B0.41%
39
ORCLORACLE CORP
59,126$8.3B0.40%
40
VVISA INC
28,789$7.6B0.36%
41
AFLAFLAC INC
83,851$7.5B0.36%
42
AMDADVANCED MICRO DEVICES INC
43,337$7.0B0.34%
43
VMCVULCAN MATLS CO
28,247$7.0B0.34%
44
TJXTJX COS INC NEW
63,019$6.9B0.33%
45
GSGOLDMAN SACHS GROUP INC
15,116$6.8B0.33%
46
BXBLACKSTONE INC
54,243$6.7B0.32%
47
METAMETA PLATFORMS INC
13,212$6.7B0.32%
48
ABTABBOTT LABS
60,571$6.3B0.30%
49
CSCOCISCO SYS INC
129,315$6.1B0.30%
50
SYKSTRYKER CORPORATION
17,821$6.1B0.29%
51
MAMASTERCARD INCORPORATED
13,323$5.9B0.28%
52
SHWSHERWIN WILLIAMS CO
19,472$5.8B0.28%
53
LLYELI LILLY & CO
6,339$5.7B0.28%
54
DYHTARGET CORP
37,741$5.6B0.27%
55
CARRCARRIER GLOBAL CORPORATION
84,512$5.3B0.26%
56
ACNACCENTURE PLC IRELAND
17,285$5.2B0.25%
57
DGDOLLAR GEN CORP NEW
35,309$4.7B0.22%
58
VOOVANGUARD INDEX FDS
8,427$4.2B0.20%
59
GLGLOBE LIFE INC
48,818$4.0B0.19%
60
AXPAMERICAN EXPRESS CO
16,842$3.9B0.19%
61
MRKMERCK & CO INC
30,654$3.8B0.18%
62
SYU1SYNOVUS FINL CORP
77,980$3.1B0.15%
63
WMTWALMART INC
43,992$3.0B0.14%
64
RFREGIONS FINANCIAL CORP NEW
130,181$2.6B0.13%
65
GOOGALPHABET INC
12,140$2.2B0.11%
66
4I1PHILIP MORRIS INTL INC
21,567$2.2B0.11%
67
GGGGRACO INC
23,791$1.9B0.09%
68
MOALTRIA GROUP INC
40,925$1.9B0.09%
69
GPCGENUINE PARTS CO
13,091$1.8B0.09%
70
BACBANK AMERICA CORP
42,621$1.7B0.08%
71
RSGREPUBLIC SVCS INC
8,609$1.7B0.08%
72
TAT&T INC
84,634$1.6B0.08%
73
CRCRANE COMPANY
11,000$1.6B0.08%
74
AONAON PLC
5,272$1.5B0.07%
75
HONHONEYWELL INTL INC
7,032$1.5B0.07%
76
COSTCOSTCO WHSL CORP NEW
1,736$1.5B0.07%
77
GQ9SPDR GOLD TR
6,812$1.5B0.07%
78
WMWASTE MGMT INC DEL
6,788$1.4B0.07%
79
TXTTEXTRON INC
15,400$1.3B0.06%
80
MODMODINE MFG CO
13,000$1.3B0.06%
81
XLVSELECT SECTOR SPDR TR
8,860$1.3B0.06%
82
WFCWELLS FARGO CO NEW
21,166$1.3B0.06%
83
MLIMUELLER INDS INC
22,000$1.3B0.06%
84
MDLZMONDELEZ INTL INC
18,988$1.2B0.06%
85
SPYSPDR S&P 500 ETF TR
2,278$1.2B0.06%
86
DUKDUKE ENERGY CORP NEW
12,336$1.2B0.06%
87
NOCNORTHROP GRUMMAN CORP
2,770$1.2B0.06%
88
DISDISNEY WALT CO
11,606$1.2B0.06%
89
SHYISHARES TR
14,020$1.1B0.06%
90
WELLWELLTOWER INC
10,700$1.1B0.05%
91
COPCONOCOPHILLIPS
9,554$1.1B0.05%
92
NVSNNOVARTIS AG
10,226$1.1B0.05%
93
VONEVANGUARD SCOTTSDALE FDS
4,366$1.1B0.05%
94
BILSPDR SER TR
11,588$1.1B0.05%
95
XYLXYLEM INC
7,800$1.1B0.05%
96
PTLCPACER FDS TR
20,607$1.0B0.05%
97
XLESELECT SECTOR SPDR TR
11,135$1.0B0.05%
98
BKBANK NEW YORK MELLON CORP
16,936$1.0B0.05%
99
GATXGATX CORP
7,512$994.2M0.05%
100
WTSWATTS WATER TECHNOLOGIES INC
5,400$990.2M0.05%
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