Welch Group, LLC Q3 2023 Filing

Filed October 18, 2023

Portfolio Value

$1.7T

Holdings

215

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
223,668$70.6B4.18%
2
SFBSSERVISFIRST BANCSHARES INC
1,301,957$67.9B4.02%
3
AAPLAPPLE INC
369,860$63.3B3.75%
4
AJGGALLAGHER ARTHUR J & CO
261,344$59.6B3.53%
5
XOMEXXON MOBIL CORP
497,228$58.5B3.46%
6
CVXCHEVRON CORP NEW
346,213$58.4B3.46%
7
ABBVABBVIE INC
363,483$54.2B3.21%
8
HDHOME DEPOT INC
168,416$50.9B3.01%
9
SOSOUTHERN CO
769,637$49.8B2.95%
10
MCDMCDONALDS CORP
183,849$48.4B2.87%
11
IBMINTERNATIONAL BUSINESS MACHS
342,074$48.0B2.84%
12
PEPPEPSICO INC
283,067$48.0B2.84%
13
JNJJOHNSON & JOHNSON
305,999$47.7B2.82%
14
JPMJPMORGAN CHASE & CO
327,765$47.5B2.82%
15
EMREMERSON ELEC CO
488,787$47.2B2.80%
16
PGPROCTER AND GAMBLE CO
317,079$46.2B2.74%
17
PAYXPAYCHEX INC
393,185$45.3B2.69%
18
LMTLOCKHEED MARTIN CORP
109,440$44.8B2.65%
19
CLCOLGATE PALMOLIVE CO
619,137$44.0B2.61%
20
CINFCINCINNATI FINL CORP
403,819$41.3B2.45%
21
QCOMQUALCOMM INC
365,302$40.6B2.40%
22
ULUNILEVER PLC
806,447$39.8B2.36%
23
EDCONSOLIDATED EDISON INC
464,929$39.8B2.36%
24
KMBKIMBERLY-CLARK CORP
319,258$38.6B2.29%
25
GISGENERAL MLS INC
598,506$38.3B2.27%
26
NEENEXTERA ENERGY INC
663,071$38.0B2.25%
27
RTXRTX CORPORATION
515,358$37.1B2.20%
28
BACVERIZON COMMUNICATIONS INC
1,016,710$33.0B1.95%
29
PFEPFIZER INC
979,736$32.5B1.93%
30
TXNTEXAS INSTRS INC
196,697$31.3B1.85%
31
TFCTRUIST FINL CORP
1,089,104$31.2B1.85%
32
KOCOCA COLA CO
215,255$12.0B0.71%
33
NVDANVIDIA CORPORATION
23,727$10.3B0.61%
34
CATCATERPILLAR INC
34,761$9.5B0.56%
35
VOOVANGUARD INDEX FDS
20,291$8.0B0.47%
36
IVVISHARES TR
17,502$7.5B0.45%
37
AMZNAMAZON COM INC
54,910$7.0B0.41%
38
GOOGLALPHABET INC
52,637$6.9B0.41%
39
DEDEERE & CO
17,759$6.7B0.40%
40
CSCOCISCO SYS INC
109,722$5.9B0.35%
41
ORCLORACLE CORP
54,626$5.8B0.34%
42
BXBLACKSTONE INC
52,327$5.6B0.33%
43
VVISA INC
24,050$5.5B0.33%
44
VMCVULCAN MATLS CO
25,967$5.2B0.31%
45
TJXTJX COS INC NEW
58,756$5.2B0.31%
46
BMYBRISTOL-MYERS SQUIBB CO
87,873$5.1B0.30%
47
ABTABBOTT LABS
52,631$5.1B0.30%
48
GLGLOBE LIFE INC
45,665$5.0B0.29%
49
MAMASTERCARD INCORPORATED
12,450$4.9B0.29%
50
SHWSHERWIN WILLIAMS CO
18,233$4.7B0.28%
51
ACNACCENTURE PLC IRELAND
15,070$4.6B0.27%
52
SYKSTRYKER CORPORATION
16,644$4.5B0.27%
53
GSGOLDMAN SACHS GROUP INC
13,711$4.4B0.26%
54
AMDADVANCED MICRO DEVICES INC
41,451$4.3B0.25%
55
DISDISNEY WALT CO
48,385$3.9B0.23%
56
DYHTARGET CORP
32,960$3.6B0.22%
57
BILSPDR SER TR
39,534$3.6B0.22%
58
CARRCARRIER GLOBAL CORPORATION
63,525$3.5B0.21%
59
MRKMERCK & CO INC
30,080$3.1B0.18%
60
LLYELI LILLY & CO
5,517$3.0B0.18%
61
DGDOLLAR GEN CORP NEW
24,664$2.6B0.15%
62
AFLAFLAC INC
33,848$2.6B0.15%
63
WMTWALMART INC
14,061$2.2B0.13%
64
RFREGIONS FINANCIAL CORP NEW
120,051$2.1B0.12%
65
4I1PHILIP MORRIS INTL INC
20,408$1.9B0.11%
66
SYU1SYNOVUS FINL CORP
66,945$1.9B0.11%
67
AXPAMERICAN EXPRESS CO
12,342$1.8B0.11%
68
AONAON PLC
5,272$1.7B0.10%
69
MOALTRIA GROUP INC
38,802$1.6B0.10%
70
GOOGALPHABET INC
12,018$1.6B0.09%
71
GGGGRACO INC
21,391$1.6B0.09%
72
NOCNORTHROP GRUMMAN CORP
2,784$1.2B0.07%
73
SPYSPDR S&P 500 ETF TR
2,836$1.2B0.07%
74
XLVSELECT SECTOR SPDR TR
9,186$1.2B0.07%
75
GPCGENUINE PARTS CO
8,151$1.2B0.07%
76
UCBUNITED CMNTY BKS BLAIRSVLE G
44,381$1.1B0.07%
77
NVSNNOVARTIS AG
10,905$1.1B0.07%
78
COPCONOCOPHILLIPS
9,154$1.1B0.06%
79
GQ9SPDR GOLD TR
5,801$994.6M0.06%
80
COSTCOSTCO WHSL CORP NEW
1,749$988.1M0.06%
81
TAT&T INC
65,595$985.2M0.06%
82
DUKDUKE ENERGY CORP NEW
10,985$969.6M0.06%
83
XLFSELECT SECTOR SPDR TR
28,866$957.5M0.06%
84
MDLZMONDELEZ INTL INC
13,585$942.8M0.06%
85
WMWASTE MGMT INC DEL
5,925$903.2M0.05%
86
PTLCPACER FDS TR
22,545$900.9M0.05%
87
WELLWELLTOWER INC
10,700$876.5M0.05%
88
VONEVANGUARD SCOTTSDALE FDS
4,494$874.8M0.05%
89
RSGREPUBLIC SVCS INC
5,735$817.3M0.05%
90
BACBANK AMERICA CORP
28,057$768.2M0.05%
91
INTCINTEL CORP
20,474$727.8M0.04%
92
XLKSELECT SECTOR SPDR TR
4,430$726.2M0.04%
93
NDQINVESCO QQQ TR
1,966$704.4M0.04%
94
BBVABANCO BILBAO VIZCAYA ARGENTA
86,351$695.1M0.04%
95
CRGYCRESCENT ENERGY COMPANY
53,272$673.4M0.04%
96
YUMYUM BRANDS INC
4,973$621.4M0.04%
97
VOVANGUARD INDEX FDS
2,911$606.2M0.04%
98
VYMVANGUARD WHITEHALL FDS
5,727$591.7M0.04%
99
HONHONEYWELL INTL INC
3,107$574.0M0.03%
100
RYROYAL BK CDA
6,390$558.7M0.03%
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