Welch Group, LLC Purchases in Q3 2025

Welch Group, LLC

  • $2.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.92K
+ 0.78%
$202.38 - $256.87 $591K - $750K
378K $96.3M
ABBV
Abb Vie Inc.

Healthcare
3.15K
+ 0.86%
$184.85 - $231.54 $582K - $729K
371K $85.8M
JNJ
Johnson & Johnson

Healthcare
4.49K
+ 1.18%
$155.17 - $185.42 $696K - $832K
383K $71.1M
PANW
Palo Alto Networks Inc

Technology
38.9K
New
$167.06 - $208.19 $6.5M - $8.1M
38.9K $7.92M
HD
Home Depot, Inc.

Consumer Cyclical
2.13K
+ 1.2%
$357.4 - $423.42 $760K - $900K
179K $72.5M
NEE
Nextera Energy Inc

Utilities
20K
+ 2.35%
$69.77 - $77.54 $1.39M - $1.55M
871K $65.7M
LMT
Lockheed Martin Corp

Industrials
3.77K
+ 2.97%
$410.74 - $499.21 $1.55M - $1.88M
131K $65.2M
CVX
Chevron Corp

Energy
7.35K
+ 1.75%
$145.57 - $161.83 $1.07M - $1.19M
427K $66.3M
MSFT
Microsoft Corp

Technology
2.08K
+ 1.01%
$491.09 - $535.64 $1.02M - $1.11M
207K $107M
ORCL
Oracle Corp

Technology
1.53K
+ 2.32%
$218.96 - $328.33 $334K - $501K
67.4K $19M
PFE
Pfizer Inc

Healthcare
78.1K
+ 4.09%
$23.29 - $25.88 $1.82M - $2.02M
1.99M $50.6M
TFC
Truist Financial Corp

Financial Services
13.1K
+ 1.01%
$42.83 - $47.07 $561K - $617K
1.31M $60M
CAT
Caterpillar Inc

Industrials
1.06K
+ 2.68%
$390.92 - $477.15 $416K - $507K
40.7K $19.4M
QCOM
Qualcomm Inc

Technology
7.91K
+ 2.1%
$145.84 - $173.55 $1.15M - $1.37M
384K $63.8M
CINF
Cincinnati Financial Corp

Financial Services
1.74K
+ 0.44%
$145.8 - $158.1 $254K - $276K
402K $63.6M
SFBS
Servis First Bancshares, Inc.

Financial Services
9.62K
+ 0.99%
$76.69 - $89.24 $738K - $858K
984K $79.2M
XOM
Exxon Mobil Corp

Energy
8.58K
+ 1.6%
$105.83 - $117.22 $908K - $1.01M
544K $61.3M
MCD
Mcdonalds Corp

Consumer Cyclical
3.77K
+ 1.83%
$291.67 - $316.99 $1.1M - $1.2M
210K $63.7M
SO
Southern CO

Utilities
5.12K
+ 0.67%
$90.83 - $96.0 $465K - $491K
773K $73.2M
AVGO
Broadcom Inc.

Technology
690
+ 2.12%
$264.74 - $369.57 $183K - $255K
33.3K $11M
TJX
Tjx Companies Inc

Consumer Cyclical
2.49K
+ 3.46%
$121.35 - $144.54 $302K - $360K
74.4K $10.8M
VZ
Verizon Communications Inc

Communication Services
18.4K
+ 1.6%
$40.84 - $45.06 $751K - $828K
1.17M $51.3M
AMD
Advanced Micro Devices Inc

Technology
1.17K
+ 1.67%
$134.8 - $184.42 $158K - $216K
71.3K $11.5M
BX
Blackstone Inc.

Financial Services
1.4K
+ 2.23%
$152.77 - $188.68 $214K - $264K
64K $10.9M
GS
Goldman Sachs Group Inc

Financial Services
98
+ 0.6%
$696.56 - $806.32 $68.3K - $79K
16.5K $13.1M
IVV
Ishares Core S&P 500 ETF

ETFs
619
+ 3.51%
$620.67 - $670.08 $384K - $415K
18.3K $12.2M
GLDM
World Gold Trust

ETFs
15.3K
New
$64.73 - $76.45 $991K - $1.17M
15.3K $1.17M
GIS
General Mills Inc

Consumer Defensive
44.6K
+ 5.73%
$48.44 - $53.83 $2.16M - $2.4M
822K $41.5M
VGSH
Vanguard

ETFs
16.9K
+ 45.02%
$58.43 - $58.88 $986K - $993K
54.3K $3.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.2K
New
$68.24 - $73.73 $903K - $976K
13.2K $972K
ED
Consolidated Edison Inc

Utilities
8.69K
+ 1.69%
$95.57 - $105.36 $830K - $915K
523K $52.5M
TXN
Texas Instruments Inc

Technology
4.34K
+ 1.72%
N/A
257K $50M
RF
Regions Financial Corp

Financial Services
13.9K
+ 10.07%
$24.03 - $27.41 $333K - $380K
151K $3.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.1K
+ 285.48%
$49.43 - $54.52 $647K - $714K
17.7K $957K
LLY
Eli Lilly & CO

Healthcare
1K
+ 15.42%
$625.65 - $812.69 $628K - $816K
7.51K $5.73M
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
New
$56.02 - $60.3 $586K - $631K
10.5K $627K
SPY
Spdr S&P 500 ETF Trust

ETFs
540
+ 10.69%
$617.65 - $666.84 $334K - $360K
5.59K $3.73M
GLD
Spdr Gold Trust

ETFs
424
+ 5.34%
$300.96 - $355.47 $128K - $151K
8.37K $2.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
New
$404.94 - $499.99 $452K - $558K
1.12K $541K
WMT
Walmart Inc.

Consumer Defensive
2.52K
+ 5.24%
$94.4 - $104.27 $238K - $262K
50.5K $5.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13.3K
+ 21.0%
$14.73 - $19.31 $196K - $257K
76.8K $1.48M
NSC
Norfolk Southern Corp

Industrials
1.37K
+ 74.71%
$259.49 - $300.41 $357K - $413K
3.21K $965K
AMZN
Amazon Com Inc

Consumer Cyclical
2.1K
+ 3.45%
$211.65 - $238.24 $444K - $500K
63K $13.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.87K
New
$117.65 - $120.08 $455K - $465K
3.87K $462K
SHW
Sherwin Williams CO

Basic Materials
1.12K
+ 4.88%
$330.88 - $375.23 $370K - $419K
24K $8.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.98K
+ 57.41%
$108.97 - $121.65 $325K - $363K
8.18K $987K
TRV
Travelers Companies, Inc.

Financial Services
1.45K
New
$250.62 - $279.43 $363K - $405K
1.45K $404K
MA
Mastercard Inc

Financial Services
510
+ 3.29%
$550.18 - $598.96 $281K - $305K
16K $9.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
249
+ 5.15%
$546.99 - $602.2 $136K - $150K
5.09K $3.05M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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