Welch Group, LLC Purchases in Q2 2025

Welch Group, LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
99
+ 1.04%
$81.72 - $124.01 $8.09K - $12.3K
9.66K $1.2M
WLDN
Willdan Group, Inc.

Industrials
4K
New
$36.9 - $62.51 $148K - $250K
4K $250K
DG
Dollar General Corp

Consumer Defensive
2.17K
New
$86.02 - $114.95 $186K - $249K
2.17K $247K
VIG
Vanguard Dividend Appreciation

ETFs
1.31K
+ 53.0%
N/A
3.77K $686K
CRWD
Crowd Strike Holdings, Inc.

Technology
468
New
$321.63 - $509.31 $151K - $238K
468 $238K
VTI
Vanguard Total Stock Market Et

ETFs
591
+ 32.05%
$243.75 - $303.93 $144K - $180K
2.44K $740K
LHX
L3 Harris Technologies, Inc.

Industrials
944
New
$200.21 - $256.99 $189K - $243K
944 $236K
PLTR
Palantir Technologies Inc.

Technology
17
+ 0.38%
$74.01 - $144.25 $1.26K - $2.45K
4.5K $613K
URA
Global X Uranium ETF

ETFs
6.08K
New
$20.26 - $38.81 $123K - $236K
6.08K $235K
GLD
Spdr Gold Trust

ETFs
348
+ 4.58%
$273.71 - $316.29 $95.3K - $110K
7.94K $2.42M
VB
Vanguard Small Cap ETF

ETFs
974
New
$193.73 - $237.37 $189K - $231K
974 $230K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.59K
New
$39.89 - $49.46 $183K - $227K
4.59K $226K
MMM
3 M CO

Industrials
1.48K
New
$126.09 - $154.15 $187K - $228K
1.48K $225K
CTVA
Corteva, Inc.

Basic Materials
2.97K
New
$55.52 - $74.53 $165K - $221K
2.97K $221K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.16K
New
$41.45 - $54.46 $172K - $226K
4.16K $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.3K
New
$74.88 - $91.97 $173K - $212K
2.3K $211K
HWC
Hancock Whitney Corp

Financial Services
3.64K
New
$46.05 - $58.03 $168K - $211K
3.64K $209K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.04K
New
$50.5 - $71.23 $153K - $216K
3.04K $205K
VT
Vanguard Total World Stk Index

ETFs
1.6K
New
$103.16 - $128.52 $165K - $206K
1.6K $205K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.84K
New
$90.56 - $109.49 $167K - $201K
1.84K $201K
UTG
Reaves Utility Income Fund

Financial Services
3.48K
+ 18.32%
$29.08 - $36.18 $101K - $126K
22.5K $814K
BAC
Bank Of America Corp

Financial Services
686
+ 2.45%
$34.39 - $47.46 $23.6K - $32.6K
28.7K $1.36M
SLV
I Shares Silver Trust

ETFs
4.48K
+ 20.75%
$27.08 - $33.74 $121K - $151K
26K $854K
SHW
Sherwin Williams CO

Basic Materials
892
+ 4.05%
$313.51 - $363.51 $280K - $324K
22.9K $7.86M
DVY
Ishares Tr

ETFs
1.2K
+ 36.82%
$118.37 - $134.86 $142K - $162K
4.46K $592K
IVW
Ishares S&P 500 Growth ETF

ETFs
729
+ 16.32%
$82.96 - $110.1 $60.5K - $80.3K
5.2K $572K
HON
Honeywell International Inc

Industrials
3
+ 0.04%
$182.86 - $232.88 $549 - $699
7.39K $1.72M
FNDX
Schwab Fundamental U S Large C

ETFs
5.27K
+ 26.95%
$20.84 - $24.54 $110K - $129K
24.8K $608K
STT
State Street Corp

Financial Services
5
+ 0.06%
$75.33 - $106.34 $377 - $532
8.35K $888K
IWM
Ishares Russell 2000 ETF

ETFs
551
+ 37.66%
$174.82 - $215.79 $96.3K - $119K
2.01K $434K
RY
Royal Bank Of Canada

Financial Services
13
+ 0.2%
$108.36 - $131.55 $1.41K - $1.71K
6.4K $842K
NEM
Newmont Corp

Basic Materials
8
+ 0.07%
$44.18 - $59.46 $353 - $476
12K $701K
BA
Boeing CO

Industrials
95
+ 3.64%
$136.59 - $217.51 $13K - $20.7K
2.71K $566K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
285
+ 0.45%
$11.9 - $15.57 $3.39K - $4.44K
63.5K $975K
VO
Vanguard Mid Cap ETF

ETFs
202
+ 8.03%
$228.54 - $279.83 $46.2K - $56.5K
2.72K $760K
CMCSA
Comcast Corp

Communication Services
3.35K
+ 58.03%
$32.84 - $36.72 $110K - $123K
9.13K $325K
UNP
Union Pacific Corp

Industrials
539
+ 27.32%
$208.27 - $238.46 $112K - $129K
2.51K $577K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.39K
+ 25.12%
$51.16 - $62.02 $70.9K - $85.9K
6.9K $427K
NTRS
Northern Trust Corp

Financial Services
87
+ 2.84%
$84.45 - $126.79 $7.35K - $11K
3.15K $399K
COF
Capital One Financial Corp

Financial Services
81
+ 3.47%
$150.57 - $212.76 $12.2K - $17.2K
2.41K $513K
GILD
Gilead Sciences, Inc.

Healthcare
876
+ 29.13%
$96.91 - $113.0 $84.9K - $99K
3.88K $430K
NVS
Novartis Ag

Healthcare
20
+ 0.21%
$101.96 - $121.01 $2.04K - $2.42K
9.47K $1.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.62K
+ 44.74%
$24.32 - $27.87 $88.1K - $101K
11.7K $310K
XYL
Xylem Inc.

Industrials
2
+ 0.03%
$102.86 - $129.5 $206 - $259
7.8K $1.01M
AMAT
Applied Materials Inc

Technology
20
+ 1.2%
$126.95 - $183.52 $2.54K - $3.67K
1.69K $309K
NDAQ
Nasdaq, Inc.

Financial Services
4
+ 0.08%
$66.4 - $89.42 $266 - $358
4.95K $442K
MS
Morgan Stanley

Financial Services
93
+ 4.25%
$99.83 - $140.86 $9.28K - $13.1K
2.28K $321K
SPG
Simon Property Group Inc

Real Estate
452
+ 17.94%
$140.37 - $171.44 $63.4K - $77.5K
2.97K $477K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.4K
+ 14.93%
$19.6 - $24.44 $27.4K - $34.2K
10.8K $263K
Activity Summary
Buys All Purchases 190 New Holdings 22 Increased Positions 168 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 1
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