Welch Group, LLC Purchases in Q4 2024

Welch Group, LLC

  • $2.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
89.7K
+ 1163.2%
$136.28 - $154.74 $12.2M - $13.9M
97.4K $13.4M
IVV
Ishares Core S&P 500 ETF

ETFs
7.07K
+ 40.1%
$570.51 - $610.59 $4.03M - $4.32M
24.7K $14.5M
AVGO
Broadcom Inc.

Technology
15K
+ 813.98%
$159.67 - $250.0 $2.4M - $3.75M
16.9K $3.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.06K
+ 253.18%
$567.81 - $607.81 $3.44M - $3.68M
8.45K $4.95M
AMZN
Amazon Com Inc

Consumer Cyclical
1.56K
+ 2.8%
$180.88 - $232.93 $283K - $364K
57.4K $12.6M
VGSH
Vanguard

ETFs
35.2K
New
$58.02 - $58.88 $2.04M - $2.07M
35.2K $2.05M
GOOGL
Alphabet Inc.

Communication Services
2.14K
+ 3.74%
$161.86 - $196.66 $347K - $421K
59.4K $11.3M
V
Visa Inc.

Financial Services
308
+ 0.99%
$273.87 - $320.91 $84.4K - $98.8K
31.4K $9.94M
GS
Goldman Sachs Group Inc

Financial Services
146
+ 0.93%
$486.1 - $608.57 $71K - $88.9K
15.9K $9.09M
CSCO
Cisco Systems, Inc.

Technology
3.9K
+ 2.76%
$52.45 - $60.02 $205K - $234K
145K $8.6M
XLU
Utilities Sector Spdr

ETFs
11.3K
New
$74.89 - $82.93 $843K - $933K
11.3K $851K
XLP
Consumer Staples Sector Spdr

ETFs
11.2K
New
N/A
11.2K $849K
MA
Mastercard Inc

Financial Services
638
+ 4.59%
$491.3 - $536.15 $313K - $342K
14.5K $7.65M
XLC
Select Sector Spdr Tr Communic

ETFs
6.98K
New
$89.66 - $102.16 $626K - $713K
6.98K $675K
META
Meta Platforms, Inc.

Communication Services
639
+ 4.43%
$554.08 - $632.68 $354K - $404K
15.1K $8.88M
AXP
American Express CO

Financial Services
323
+ 1.75%
$267.35 - $305.57 $86.4K - $98.7K
18.8K $5.59M
TXN
Texas Instruments Inc

Technology
2.48K
+ 1.05%
N/A
237K $46.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.5K
New
$57.53 - $60.83 $431K - $456K
7.5K $431K
TJX
Tjx Companies Inc

Consumer Cyclical
1.72K
+ 2.64%
$112.15 - $127.2 $193K - $218K
66.7K $8.06M
GOOG
Alphabet Inc.

Communication Services
703
+ 5.89%
$163.08 - $198.16 $115K - $139K
12.6K $2.41M
DE
Deere & CO

Industrials
494
+ 2.04%
$389.45 - $466.0 $192K - $230K
24.7K $10.5M
ABT
Abbott Laboratories

Healthcare
3.48K
+ 5.34%
$111.93 - $119.39 $389K - $415K
68.7K $7.77M
PLTR
Palantir Technologies Inc.

Technology
4.42K
New
$36.46 - $82.38 $161K - $364K
4.42K $334K
WFC
Wells Fargo & Company

Financial Services
185
+ 0.87%
$54.98 - $77.35 $10.2K - $14.3K
21.5K $1.51M
IYH
Ishares Tr

ETFs
5.17K
New
$57.53 - $65.24 $297K - $337K
5.17K $301K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.25K
New
$53.94 - $58.15 $283K - $305K
5.25K $295K
IHE
Ishares Tr

ETFs
4.36K
New
$65.15 - $71.86 $284K - $313K
4.36K $286K
DVY
Ishares Tr

ETFs
2.26K
+ 69.45%
$129.55 - $143.41 $293K - $324K
5.51K $723K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.49K
New
$100.22 - $100.73 $250K - $251K
2.49K $250K
COIN
Coinbase Global, Inc.

Technology
1K
New
$163.17 - $343.62 $163K - $344K
1K $248K
ACN
Accenture PLC

Technology
785
+ 4.22%
$343.9 - $376.86 $270K - $296K
19.4K $6.82M
LOW
Lowes Companies Inc

Consumer Cyclical
968
New
$244.52 - $284.07 $237K - $275K
968 $238K
HON
Honeywell International Inc

Industrials
352
+ 4.99%
$202.84 - $236.0 $71.4K - $83.1K
7.41K $1.67M
VMC
Vulcan Materials CO

Basic Materials
29
+ 0.1%
$237.95 - $292.31 $6.9K - $8.48K
27.8K $7.15M
SMBK
Smartfinancial Inc.

Financial Services
6.5K
New
$28.3 - $36.86 $184K - $240K
6.5K $201K
SYK
Stryker Corp

Healthcare
603
+ 3.16%
$345.14 - $392.15 $208K - $236K
19.7K $7.1M
BSX
Boston Scientific Corp

Healthcare
1.88K
+ 70.83%
$83.62 - $91.5 $157K - $172K
4.54K $405K
CVX
Chevron Corp

Energy
7.63K
+ 1.97%
$141.15 - $162.53 $1.08M - $1.24M
394K $57.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.24K
+ 12.67%
$81.68 - $82.93 $183K - $186K
19.9K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
98
+ 2.69%
$481.22 - $538.17 $47.2K - $52.7K
3.74K $1.91M
ET
Energy Transfer LP

Energy
386
+ 1.35%
$16.05 - $19.86 $6.2K - $7.67K
28.9K $565K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 2.97%
$873.59 - $994.69 $48K - $54.7K
1.91K $1.75M
T
At&T Inc.

Communication Services
560
+ 0.66%
$21.22 - $23.88 $11.9K - $13.4K
85.4K $1.94M
COF
Capital One Financial Corp

Financial Services
4
+ 0.17%
$145.19 - $192.01 $581 - $768
2.33K $415K
ETR
Entergy Corp

Utilities
3.05K
+ 100.0%
$73.19 - $156.4 $223K - $476K
6.09K $461K
MS
Morgan Stanley

Financial Services
102
+ 4.68%
$104.42 - $134.99 $10.7K - $13.8K
2.28K $286K
BLK
Black Rock Inc.

Financial Services
1
+ 0.13%
$934.02 - $1065.26 $934 - $1.07K
751 $769K
MO
Altria Group, Inc.

Consumer Defensive
48
+ 0.12%
$49.06 - $57.74 $2.35K - $2.77K
41.1K $2.15M
SONY
Sony Group Corp

Technology
20.3K
+ 405.3%
$17.53 - $96.8 $355K - $1.96M
25.3K $534K
Activity Summary
Buys All Purchases 114 New Holdings 13 Increased Positions 101 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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