Welch Group, LLC Reduced Holdings in Q3 2025

Welch Group, LLC

  • $2.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-33.7K
- 9.26%
$133.81 - $152.16 $4.51M - $5.13M
330K $46.4M
EMR
Emerson Electric CO

Industrials
-647
- 0.13%
$128.6 - $149.63 $83.2K - $96.8K
482K $63.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.5K
- 48.43%
$91.44 - $91.77 $1.05M - $1.05M
12.2K $1.12M
AFL
Aflac Inc

Financial Services
-13K
- 16.55%
$98.09 - $111.7 $1.27M - $1.45M
65.4K $7.31M
SNV
Synovus Financial Corp

Financial Services
-85
- 0.13%
$46.55 - $59.6 $3.96K - $5.07K
67.6K $3.32M
VIG
Vanguard Dividend Appreciation

ETFs
-768
- 20.37%
N/A
3K $546K
HRI
Herc Holdings Inc

Industrials
-368
- 5.97%
$110.5 - $149.88 $40.7K - $55.2K
5.8K $676K
NFLX
Netflix Inc

Communication Services
-4
- 0.44%
$1147.87 - $1297.18 $4.59K - $5.19K
897 $1.08M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.27K
- 21.23%
$24.38 - $26.34 $128K - $139K
19.5K $513K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.67K
- 44.42%
$116.14 - $168.56 $194K - $281K
2.09K $351K
UL
Unilever PLC

Consumer Defensive
-466
- 4.51%
$58.43 - $65.01 $27.2K - $30.3K
9.86K $584K
DEO
Diageo PLC

Consumer Defensive
-82
- 1.47%
$93.64 - $115.33 $7.68K - $9.46K
5.5K $524K
EPD
Enterprise Products Partners L.P.

Energy
-960
- 7.38%
$30.74 - $32.14 $29.5K - $30.9K
12K $376K
CAH
Cardinal Health Inc

Healthcare
-42
- 2.68%
$146.04 - $167.63 $6.13K - $7.04K
1.53K $239K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.4K
- 12.99%
$24.46 - $26.5 $34.2K - $37.1K
9.38K $247K
IR
Ingersoll Rand Inc.

Industrials
-182
- 6.64%
$74.98 - $89.02 $13.6K - $16.2K
2.56K $211K
VB
Vanguard Small Cap ETF

ETFs
-115
- 11.81%
$237.58 - $259.17 $27.3K - $29.8K
859 $218K
K
Kellogg CO

Consumer Defensive
-257
- 5.06%
$76.96 - $82.02 $19.8K - $21.1K
4.83K $395K
ABEV
Ambev S.A.

Consumer Defensive
-128
- 0.29%
$2.15 - $2.49 $275 - $319
44.2K $98K
POST
Post Holdings, Inc.

Consumer Defensive
-3
- 0.09%
$102.36 - $114.04 $307 - $342
3.4K $365K
MPW
Medical Properties Trust Inc

Real Estate
-8.93K
- 17.42%
$3.98 - $5.13 $35.5K - $45.8K
42.3K $214K
NUE
Nucor Corp

Basic Materials
-142
- 5.3%
$133.3 - $150.33 $18.9K - $21.3K
2.54K $343K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-5
- 0.11%
N/A
4.62K $299K
LOW
Lowes Companies Inc

Consumer Cyclical
-143
- 11.82%
$215.01 - $273.02 $30.7K - $39K
1.07K $268K
KHC
Kraft Heinz CO

Consumer Defensive
-113
- 0.75%
$25.63 - $28.94 $2.9K - $3.27K
15.1K $391K
SLB
Schlumberger Limited

Energy
-20
- 0.31%
$32.37 - $37.31 $647 - $746
6.38K $219K
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 1.11%
$282.75 - $294.19 $2.83K - $2.94K
893 $262K
VTV
Vanguard Value ETF

ETFs
-27
- 1.77%
$175.51 - $186.57 $4.74K - $5.04K
1.5K $279K
MGV
Vanguard Mega Cap Value

ETFs
-75
- 2.38%
$129.46 - $137.85 $9.71K - $10.3K
3.07K $423K
AEE
Ameren Corp

Utilities
-53
- 2.15%
$95.0 - $104.38 $5.04K - $5.53K
2.41K $251K
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.02%
$139.5 - $153.94 $140 - $154
5.4K $820K
UTG
Reaves Utility Income Fund

Financial Services
-1.27K
- 5.65%
$35.81 - $39.62 $45.5K - $50.4K
21.2K $841K
VUG
Vanguard Growth ETF

ETFs
-48
- 3.93%
$433.97 - $484.08 $20.8K - $23.2K
1.17K $562K
ROST
Ross Stores, Inc.

Consumer Cyclical
-2
- 0.12%
$127.59 - $152.81 $255 - $306
1.61K $244K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-1
- 0.04%
$192.65 - $230.03 $193 - $230
2.44K $553K
HAL
Halliburton CO

Energy
-17
- 0.14%
$20.5 - $25.11 $349 - $427
12K $295K
TGNA
Tegna Inc

Communication Services
-15
- 0.1%
$15.04 - $21.28 $226 - $319
15K $304K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-328
- 7.89%
$50.79 - $76.4 $16.7K - $25.1K
3.83K $292K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-537
- 5.8%
$567.77 - $614.76 $305K - $330K
8.72K $5.34M
URI
United Rentals, Inc.

Industrials
-25
- 2.18%
$774.14 - $975.23 $19.4K - $24.4K
1.12K $1.07M
SLV
I Shares Silver Trust

ETFs
-810
- 3.11%
$32.73 - $42.5 $26.5K - $34.4K
25.2K $1.07M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-200
- 1.49%
$89.32 - $107.82 $17.9K - $21.6K
13.2K $1.43M
MO
Altria Group, Inc.

Consumer Defensive
-1.16K
- 2.73%
$57.75 - $67.68 $66.8K - $78.3K
41.2K $2.72M
GOOG
Alphabet Inc.

Communication Services
-99
- 0.77%
$175.16 - $255.24 $17.3K - $25.3K
12.8K $3.13M
GL
Globe Life Inc.

Financial Services
-244
- 0.51%
$117.6 - $146.55 $28.7K - $35.8K
47.3K $6.77M
VMC
Vulcan Materials CO

Basic Materials
-125
- 0.45%
$260.62 - $307.62 $32.6K - $38.5K
27.9K $8.57M
NVDA
Nvidia Corp

Technology
-1.77K
- 0.96%
$153.3 - $186.58 $272K - $331K
182K $34M
JPM
Jpmorgan Chase & CO

Financial Services
-361
- 0.13%
$282.78 - $316.06 $102K - $114K
285K $90M
RTX
Raytheon Technologies Corp

Industrials
-3.33K
- 0.64%
$144.19 - $167.33 $480K - $557K
518K $86.7M
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
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