Welch Group, LLC Incresed Positions in Q2 2025

Welch Group, LLC

  • $2.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IWM
Ishares Russell 2000 ETF

ETFs
551
+ 37.66%
$174.82 - $215.79 $96.3K - $119K
2.01K $434K
STT
State Street Corp

Financial Services
5
+ 0.06%
$75.33 - $106.34 $377 - $532
8.35K $888K
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
150
+ 5.31%
$149.76 - $186.42 $22.5K - $28K
2.98K $554K
VOT
Vanguard Mid Cap Growth Index

ETFs
83
+ 10.12%
$216.28 - $284.39 $18K - $23.6K
903 $256K
CAH
Cardinal Health Inc

Healthcare
42
+ 2.75%
$125.0 - $168.0 $5.25K - $7.06K
1.57K $263K
MGV
Vanguard Mega Cap Value

ETFs
325
+ 11.52%
$114.87 - $131.25 $37.3K - $42.7K
3.15K $412K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.08%
$86.13 - $108.53 $258 - $326
3.98K $432K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.04%
$118.55 - $170.08 $119 - $170
2.35K $390K
BSX
Boston Scientific Corp

Healthcare
159
+ 3.55%
$89.7 - $107.41 $14.3K - $17.1K
4.64K $498K
GD
General Dynamics Corp

Industrials
21
+ 1.04%
$247.68 - $291.66 $5.2K - $6.12K
2.05K $597K
AEM
Agnico Eagle Mines LTD

Basic Materials
3
+ 0.08%
$99.48 - $124.46 $298 - $373
3.76K $446K
RSG
Republic Services, Inc.

Industrials
1
+ 0.01%
$227.2 - $258.07 $227 - $258
8.12K $2M
MSGS
Madison Square Garden Sports Corp.

Communication Services
1
+ 0.04%
$175.61 - $208.95 $176 - $209
2.44K $509K
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.01%
$105.54 - $129.09 $106 - $129
13K $1.58M
SHEL
Shell PLC

Energy
459
+ 13.47%
$59.75 - $73.05 $27.4K - $33.5K
3.87K $272K
NUE
Nucor Corp

Basic Materials
1
+ 0.04%
$103.22 - $131.43 $103 - $131
2.68K $346K
PRF
Invesco Exchange Traded Fd Tr

ETFs
91
+ 0.99%
$35.77 - $42.27 $3.26K - $3.85K
9.27K $391K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.66%
$451.58 - $565.94 $1.35K - $1.7K
460 $249K
YUM
Yum Brands Inc

Consumer Cyclical
450
+ 9.09%
$138.36 - $161.45 $62.3K - $72.7K
5.4K $799K
MO
Altria Group, Inc.

Consumer Defensive
1.33K
+ 3.23%
$55.56 - $60.91 $73.6K - $80.7K
42.3K $2.48M
SONY
Sony Group Corp

Technology
156
+ 0.62%
$21.24 - $26.88 $3.31K - $4.19K
25.2K $654K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.11%
$104.87 - $127.3 $210 - $255
1.87K $238K
LOW
Lowes Companies Inc

Consumer Cyclical
131
+ 12.14%
$210.83 - $235.28 $27.6K - $30.8K
1.21K $268K
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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