Welch Group, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$2.4T
Holdings
280
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (280 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 204,974 | $102.0B | 4.26% | |
| 2 | IBMINTERNATIONAL BUSINESS MACHS | 300,394 | $88.6B | 3.70% | |
| 3 | JPMJPMORGAN CHASE & CO. | 285,533 | $82.8B | 3.46% | |
| 4 | AAPLAPPLE INC | 375,181 | $77.0B | 3.22% | |
| 5 | RTXRTX CORPORATION | 521,476 | $76.1B | 3.18% | |
| 6 | SFBSSERVISFIRST BANCSHARES INC | 974,158 | $75.5B | 3.16% | |
| 7 | AJGGALLAGHER ARTHUR J & CO | 224,038 | $71.7B | 3.00% | |
| 8 | SOSOUTHERN CO | 767,455 | $70.5B | 2.94% | |
| 9 | ABBVABBVIE INC | 367,359 | $68.2B | 2.85% | |
| 10 | CSCOCISCO SYS INC | 956,197 | $66.3B | 2.77% | |
| 11 | HDHOME DEPOT INC | 176,698 | $64.8B | 2.71% | |
| 12 | EMREMERSON ELEC CO | 483,059 | $64.4B | 2.69% | |
| 13 | CLCOLGATE PALMOLIVE CO | 665,041 | $60.5B | 2.53% | |
| 14 | MCDMCDONALDS CORP | 206,004 | $60.2B | 2.52% | |
| 15 | CVXCHEVRON CORP NEW | 419,880 | $60.1B | 2.51% | |
| 16 | QCOMQUALCOMM INC | 375,898 | $59.9B | 2.50% | |
| 17 | CINFCINCINNATI FINL CORP | 400,492 | $59.6B | 2.49% | |
| 18 | NEENEXTERA ENERGY INC | 850,837 | $59.1B | 2.47% | |
| 19 | LMTLOCKHEED MARTIN CORP | 126,912 | $58.8B | 2.46% | |
| 20 | PAYXPAYCHEX INC | 398,493 | $58.0B | 2.42% | |
| 21 | JNJJOHNSON & JOHNSON | 378,913 | $57.9B | 2.42% | |
| 22 | XOMEXXON MOBIL CORP | 535,498 | $57.7B | 2.41% | |
| 23 | TFCTRUIST FINL CORP | 1,298,835 | $55.8B | 2.33% | |
| 24 | PGPROCTER AND GAMBLE CO | 337,798 | $53.8B | 2.25% | |
| 25 | TXNTEXAS INSTRS INC | 252,853 | $52.5B | 2.19% | |
| 26 | EDCONSOLIDATED EDISON INC | 514,010 | $51.6B | 2.16% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 1,147,934 | $49.7B | 2.08% | |
| 28 | PEPPEPSICO INC | 363,869 | $48.0B | 2.01% | |
| 29 | KMBKIMBERLY-CLARK CORP | 367,551 | $47.4B | 1.98% | |
| 30 | PFEPFIZER INC | 1,908,773 | $46.3B | 1.93% | |
| 31 | GISGENERAL MLS INC | 777,702 | $40.3B | 1.68% | |
| 32 | NVDANVIDIA CORPORATION | 184,091 | $29.1B | 1.22% | |
| 33 | KOCOCA COLA CO | 259,317 | $18.3B | 0.77% | |
| 34 | CATCATERPILLAR INC | 39,634 | $15.4B | 0.64% | |
| 35 | ORCLORACLE CORP | 65,885 | $14.4B | 0.60% | |
| 36 | AMZNAMAZON COM INC | 60,924 | $13.4B | 0.56% | |
| 37 | VVISA INC | 37,425 | $13.3B | 0.56% | Put |
| 38 | DEDEERE & CO | 25,557 | $13.0B | 0.54% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 16,404 | $11.6B | 0.49% | |
| 40 | METAMETA PLATFORMS INC | 15,686 | $11.6B | 0.48% | |
| 41 | GOOGLALPHABET INC | 64,262 | $11.3B | 0.47% | |
| 42 | IVVISHARES TR | 17,635 | $10.9B | 0.46% | |
| 43 | ABTABBOTT LABS | 74,915 | $10.2B | 0.43% | |
| 44 | AMDADVANCED MICRO DEVICES INC | 70,087 | $9.9B | 0.42% | |
| 45 | BXBLACKSTONE INC | 62,641 | $9.4B | 0.39% | |
| 46 | AVGOBROADCOM INC | 32,562 | $9.0B | 0.38% | |
| 47 | TJXTJX COS INC NEW | 71,935 | $8.9B | 0.37% | |
| 48 | MAMASTERCARD INCORPORATED | 15,507 | $8.7B | 0.36% | |
| 49 | SYKSTRYKER CORPORATION | 21,736 | $8.6B | 0.36% | |
| 50 | AFLAFLAC INC | 78,407 | $8.3B | 0.35% | |
| 51 | CARRCARRIER GLOBAL CORPORATION | 109,266 | $8.0B | 0.33% | |
| 52 | SHWSHERWIN WILLIAMS CO | 22,897 | $7.9B | 0.33% | |
| 53 | VMCVULCAN MATLS CO | 27,990 | $7.3B | 0.31% | |
| 54 | ACNACCENTURE PLC IRELAND | 23,300 | $7.0B | 0.29% | |
| 55 | DYHTARGET CORP | 61,631 | $6.1B | 0.25% | |
| 56 | AXPAMERICAN EXPRESS CO | 18,833 | $6.0B | 0.25% | |
| 57 | GLGLOBE LIFE INC | 47,577 | $5.9B | 0.25% | |
| 58 | VOOVANGUARD INDEX FDS | 9,258 | $5.3B | 0.22% | |
| 59 | LLYELI LILLY & CO | 6,510 | $5.1B | 0.21% | |
| 60 | WMTWALMART INC | 47,970 | $4.7B | 0.20% | |
| 61 | 4I1PHILIP MORRIS INTL INC | 21,656 | $3.9B | 0.16% | |
| 62 | SYU1SYNOVUS FINL CORP | 67,708 | $3.5B | 0.15% | |
| 63 | RFREGIONS FINANCIAL CORP NEW | 137,556 | $3.2B | 0.14% | |
| 64 | SPYSPDR S&P 500 ETF TR | 5,052 | $3.1B | 0.13% | |
| 65 | SHYISHARES TR | 34,529 | $2.9B | 0.12% | |
| 66 | NDQINVESCO QQQ TR | 4,839 | $2.7B | 0.11% | |
| 67 | MRKMERCK & CO INC | 33,286 | $2.6B | 0.11% | |
| 68 | MOALTRIA GROUP INC | 42,318 | $2.5B | 0.10% | |
| 69 | TAT&T INC | 85,164 | $2.5B | 0.10% | |
| 70 | GQ9SPDR GOLD TR | 7,944 | $2.4B | 0.10% | |
| 71 | GOOGALPHABET INC | 12,936 | $2.3B | 0.10% | |
| 72 | VGSHVANGUARD SCOTTSDALE FDS | 37,476 | $2.2B | 0.09% | |
| 73 | BILSPDR SERIES TRUST | 23,718 | $2.2B | 0.09% | |
| 74 | CRCRANE COMPANY | 11,000 | $2.1B | 0.09% | |
| 75 | RSGREPUBLIC SVCS INC | 8,123 | $2.0B | 0.08% | |
| 76 | AONAON PLC | 5,130 | $1.8B | 0.08% | |
| 77 | WFCWELLS FARGO CO NEW | 22,467 | $1.8B | 0.08% | |
| 78 | GGGGRACO INC | 20,653 | $1.8B | 0.07% | |
| 79 | MLIMUELLER INDS INC | 22,000 | $1.7B | 0.07% | |
| 80 | COSTCOSTCO WHSL CORP NEW | 1,755 | $1.7B | 0.07% | |
| 81 | HONHONEYWELL INTL INC | 7,386 | $1.7B | 0.07% | |
| 82 | WELLWELLTOWER INC | 10,703 | $1.6B | 0.07% | |
| 83 | GPCGENUINE PARTS CO | 13,017 | $1.6B | 0.07% | |
| 84 | WMWASTE MGMT INC DEL | 6,790 | $1.6B | 0.06% | |
| 85 | BKBANK NEW YORK MELLON CORP | 16,936 | $1.5B | 0.06% | |
| 86 | DUKDUKE ENERGY CORP NEW | 12,400 | $1.5B | 0.06% | |
| 87 | NOCNORTHROP GRUMMAN CORP | 2,872 | $1.4B | 0.06% | |
| 88 | BACBANK AMERICA CORP | 28,697 | $1.4B | 0.06% | |
| 89 | WTSWATTS WATER TECHNOLOGIES INC | 5,400 | $1.3B | 0.06% | |
| 90 | MODMODINE MFG CO | 13,000 | $1.3B | 0.05% | |
| 91 | MDLZMONDELEZ INTL INC | 18,889 | $1.3B | 0.05% | |
| 92 | TXTTEXTRON INC | 15,400 | $1.2B | 0.05% | |
| 93 | ORLYOREILLY AUTOMOTIVE INC | 13,440 | $1.2B | 0.05% | |
| 94 | NFLXNETFLIX INC | 901 | $1.2B | 0.05% | |
| 95 | DISDISNEY WALT CO | 9,661 | $1.2B | 0.05% | |
| 96 | VONEVANGUARD SCOTTSDALE FDS | 4,237 | $1.2B | 0.05% | |
| 97 | GATXGATX CORP | 7,512 | $1.2B | 0.05% | |
| 98 | NVSNNOVARTIS AG | 9,466 | $1.1B | 0.05% | |
| 99 | BATRAATLANTA BRAVES HLDGS INC | 20,976 | $1.0B | 0.04% | |
| 100 | UCBUNITED CMNTY BKS BLAIRSVLE G | 34,558 | $1.0B | 0.04% |
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