Welch Group, LLC Purchases in Q3 2024

Welch Group, LLC

  • $2.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
1.61K
New
$136.06 - $155.24 $219K - $249K
1.61K $241K
ORCC
Owl Rock Capital Corp

Financial Services
17.4K
New
N/A
17.4K $232K
MO
Altria Group, Inc.

Consumer Defensive
115
+ 0.28%
$45.95 - $54.71 $5.28K - $6.29K
41K $2.09M
EMR
Emerson Electric CO

Industrials
5.51K
+ 1.15%
$98.19 - $118.87 $541K - $655K
484K $52.9M
ISRG
Intuitive Surgical Inc

Healthcare
452
New
$416.14 - $494.01 $188K - $223K
452 $222K
NKE
Nike, Inc.

Consumer Cyclical
2.52K
New
$71.09 - $89.44 $179K - $225K
2.52K $222K
FSLR
First Solar, Inc.

Technology
889
New
$205.36 - $255.78 $183K - $227K
889 $221K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.58K
New
$77.02 - $85.06 $198K - $219K
2.58K $217K
AEE
Ameren Corp

Utilities
2.46K
New
$70.45 - $87.46 $173K - $215K
2.46K $215K
LHX
L3 Harris Technologies, Inc.

Industrials
899
New
$221.96 - $243.27 $200K - $219K
899 $213K
VOT
Vanguard Mid Cap Growth Index

ETFs
842
New
$218.05 - $243.47 $184K - $205K
842 $205K
VFH
Vanguard Financial ETF

ETFs
1.86K
New
$99.27 - $111.21 $184K - $207K
1.86K $204K
VB
Vanguard Small Cap ETF

ETFs
857
New
$214.77 - $237.72 $184K - $204K
857 $203K
SBUX
Starbucks Corp

Consumer Cyclical
1.1K
+ 23.09%
$72.51 - $98.6 $79.8K - $109K
5.87K $572K
BLK
Black Rock Inc.

Financial Services
98
+ 15.03%
$782.27 - $949.51 $76.7K - $93.1K
750 $712K
HRI
Herc Holdings Inc

Industrials
118
+ 1.94%
$125.03 - $159.53 $14.8K - $18.8K
6.2K $988K
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 6.57%
$801.83 - $917.05 $91.4K - $105K
1.85K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
2.84K
+ 5.35%
$161.02 - $200.0 $457K - $568K
55.9K $10.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
150
+ 71.43%
$1024.09 - $1201.76 $154K - $180K
360 $378K
MPW
Medical Properties Trust Inc

Real Estate
21K
+ 112.48%
$4.03 - $6.38 $84.7K - $134K
39.7K $232K
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 5.0%
$517.38 - $573.86 $59K - $65.4K
2.39K $1.37M
OKE
Oneok Inc

Energy
200
+ 1.66%
$78.62 - $95.27 $15.7K - $19.1K
12.3K $1.12M
UNP
Union Pacific Corp

Industrials
382
+ 24.44%
$221.78 - $256.09 $84.7K - $97.8K
1.95K $478K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
30
+ 0.91%
$72.18 - $107.33 $2.17K - $3.22K
3.34K $354K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
79
+ 39.9%
$1015.62 - $1159.62 $80.2K - $91.6K
277 $319K
AEP
American Electric Power CO Inc

Utilities
9
+ 0.13%
$87.11 - $104.95 $784 - $945
6.85K $703K
XEL
Xcel Energy Inc

Utilities
589
+ 13.39%
$52.11 - $65.3 $30.7K - $38.5K
4.99K $325K
NFLX
Netflix Inc

Communication Services
86
+ 12.93%
$598.55 - $722.26 $51.5K - $62.1K
751 $532K
ETR
Entergy Corp

Utilities
55
+ 1.84%
$104.75 - $131.61 $5.76K - $7.24K
3.05K $400K
NSC
Norfolk Southern Corp

Industrials
29
+ 1.53%
$213.75 - $259.69 $6.2K - $7.53K
1.92K $476K
GD
General Dynamics Corp

Industrials
139
+ 8.04%
$279.51 - $308.09 $38.9K - $42.8K
1.87K $564K
LLY
Eli Lilly & CO

Healthcare
209
+ 3.3%
$772.14 - $960.02 $161K - $201K
6.55K $5.8M
FE
Firstenergy Corp

Utilities
46
+ 0.47%
$38.25 - $44.54 $1.76K - $2.05K
9.9K $439K
XLE
Energy Sector Spdr

ETFs
1.12K
+ 10.07%
$84.35 - $93.39 $94.6K - $105K
12.3K $1.08M
YUM
Yum Brands Inc

Consumer Cyclical
182
+ 3.67%
$125.95 - $139.96 $22.9K - $25.5K
5.14K $717K
SLV
I Shares Silver Trust

ETFs
698
+ 3.64%
$24.33 - $29.38 $17K - $20.5K
19.9K $564K
AMAT
Applied Materials Inc

Technology
431
+ 40.13%
$174.88 - $254.97 $75.4K - $110K
1.51K $304K
DVY
Ishares Tr

ETFs
3
+ 0.09%
$119.99 - $135.74 $360 - $407
3.25K $439K
KHC
Kraft Heinz CO

Consumer Defensive
23
+ 0.15%
$31.86 - $36.13 $733 - $831
14.9K $524K
PRA
Proassurance Corp

Financial Services
654
+ 5.47%
$10.89 - $15.04 $7.12K - $9.84K
12.6K $189K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.15%
$255.18 - $283.2 $766 - $850
1.97K $558K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$105.53 - $118.34 $106 - $118
2.03K $236K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.12%
$57.32 - $62.65 $344 - $376
4.91K $305K
CPB
Campbell Soup CO

Consumer Defensive
1
+ 0.02%
$45.01 - $51.89 $45 - $51.9
5.1K $249K
FANG
Diamondback Energy, Inc.

Energy
606
+ 18.46%
$168.46 - $210.94 $102K - $128K
3.89K $670K
LRCX
Lam Research Corp

Technology
81
+ 38.03%
$731.56 - $1127.3 $59.3K - $91.3K
294 $239K
DOW
Dow Inc.

Basic Materials
15
+ 0.22%
$50.15 - $55.41 $752 - $831
6.94K $379K
COP
Conocophillips

Energy
888
+ 9.29%
$102.3 - $116.61 $90.8K - $104K
10.4K $1.1M
MLM
Martin Marietta Materials Inc

Basic Materials
8
+ 0.78%
$502.48 - $593.35 $4.02K - $4.75K
1.03K $553K
Activity Summary
Buys All Purchases 115 New Holdings 16 Increased Positions 99 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Welch Group, LLC Portfolio

Follow Welch Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email