Welch Group, LLC Reduced Holdings in Q1 2025

Welch Group, LLC

  • $2.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
-853K
- 98.76%
$54.72 - $60.29 $46.7M - $51.4M
10.7K $639K
AAPL
Apple Inc.

Technology
-575
- 0.16%
$209.68 - $247.1 $121K - $142K
361K $80.1M
SFBS
Servis First Bancshares, Inc.

Financial Services
-61.4K
- 5.93%
$80.8 - $93.58 $4.96M - $5.75M
974K $79.8M
EMR
Emerson Electric CO

Industrials
-6.36K
- 1.32%
$108.64 - $131.17 $691K - $834K
474K $52M
NVDA
Nvidia Corp

Technology
-3.37K
- 1.84%
$106.98 - $149.43 $361K - $504K
179K $19.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.1K
- 28.74%
$554.06 - $615.85 $3.93M - $4.37M
17.6K $9.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.75K
- 56.2%
$551.42 - $612.93 $2.62M - $2.91M
3.7K $2.07M
JPM
Jpmorgan Chase & CO

Financial Services
-16.9K
- 5.62%
$225.19 - $279.95 $3.81M - $4.74M
284K $69.7M
VMC
Vulcan Materials CO

Basic Materials
-381
- 1.37%
$220.9 - $277.54 $84.2K - $106K
27.4K $6.39M
XLE
Energy Sector Spdr

ETFs
-7.11K
- 55.22%
$85.7 - $93.96 $609K - $668K
5.76K $532K
GOOG
Alphabet Inc.

Communication Services
-427
- 3.38%
$156.06 - $207.71 $66.6K - $88.7K
12.2K $1.91M
RF
Regions Financial Corp

Financial Services
-5.12K
- 3.65%
$20.84 - $24.77 $107K - $127K
135K $2.94M
BAC
Bank Of America Corp

Financial Services
-6.69K
- 19.28%
$39.61 - $47.74 $265K - $319K
28K $1.17M
HRI
Herc Holdings Inc

Industrials
-32
- 0.52%
$122.25 - $211.06 $3.91K - $6.75K
6.17K $856K
XLC
Select Sector Spdr Tr Communic

ETFs
-3K
- 42.99%
$94.84 - $105.31 $285K - $316K
3.98K $380K
DVY
Ishares Tr

ETFs
-2.26K
- 40.9%
$128.58 - $138.1 $290K - $311K
3.26K $432K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 0.17%
$507.05 - $563.67 $6.59K - $7.33K
7.6K $3.89M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.08K
- 41.05%
$56.17 - $59.71 $173K - $184K
4.42K $250K
ETN
Eaton Corp PLC

Industrials
-50
- 1.88%
$271.83 - $371.23 $13.6K - $18.6K
2.61K $708K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 0.4%
$468.34 - $539.52 $7.03K - $8.09K
3.73K $1.75M
DIS
Walt Disney CO

Communication Services
-110
- 1.14%
$96.87 - $114.0 $10.7K - $12.5K
9.56K $943K
HON
Honeywell International Inc

Industrials
-22
- 0.3%
$202.75 - $226.52 $4.46K - $4.98K
7.38K $1.56M
XLK
Technology Sector Spdr

ETFs
-57
- 1.64%
$206.38 - $242.18 $11.8K - $13.8K
3.41K $703K
URI
United Rentals, Inc.

Industrials
-17
- 1.46%
$594.17 - $789.56 $10.1K - $13.4K
1.15K $717K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.13K
- 6.4%
$50.25 - $55.9 $56.6K - $63K
16.5K $844K
VONE
Vanguard Russell 1000 ETF

ETFs
-129
- 2.95%
$250.16 - $278.79 $32.3K - $36K
4.24K $1.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.3K
- 24.76%
$51.45 - $58.51 $66.9K - $76.1K
3.95K $204K
UIHC
United Insurance Holdings Corp.

Financial Services
-10.2K
- 30.48%
N/A
23.3K $174K
VTI
Vanguard Total Stock Market Et

ETFs
-99
- 5.1%
$271.18 - $303.12 $26.8K - $30K
1.84K $504K
BMY
Bristol Myers Squibb CO

Healthcare
-1.67K
- 14.05%
$53.9 - $63.11 $90K - $105K
10.2K $622K
GILD
Gilead Sciences, Inc.

Healthcare
-1.13K
- 27.35%
$89.14 - $117.41 $101K - $133K
3.01K $336K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-54
- 6.78%
$307.43 - $357.48 $16.6K - $19.3K
743 $229K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-23
- 6.25%
$634.14 - $744.83 $14.6K - $17.1K
345 $218K
CLX
Clorox CO

Consumer Defensive
-27
- 1.22%
$141.76 - $162.89 $3.83K - $4.4K
2.19K $322K
MS
Morgan Stanley

Financial Services
-94
- 4.12%
$111.68 - $141.08 $10.5K - $13.3K
2.19K $255K
VOT
Vanguard Mid Cap Growth Index

ETFs
-22
- 2.61%
$237.72 - $276.98 $5.23K - $6.09K
820 $200K
NSC
Norfolk Southern Corp

Industrials
-48
- 2.5%
$227.69 - $259.76 $10.9K - $12.5K
1.88K $444K
KMI
Kinder Morgan, Inc.

Energy
-679
- 5.56%
$26.1 - $31.22 $17.7K - $21.2K
11.5K $329K
D
Dominion Energy, Inc

Utilities
-305
- 3.98%
$52.85 - $57.43 $16.1K - $17.5K
7.36K $412K
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 2.99%
$890.62 - $1076.86 $50.8K - $61.4K
1.85K $1.75M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.86%
$283.24 - $338.07 $2.83K - $3.38K
1.16K $341K
SJM
J M Smucker CO

Consumer Defensive
-152
- 5.68%
$100.41 - $118.41 $15.3K - $18K
2.52K $298K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-995
- 29.79%
$80.53 - $147.57 $80.1K - $147K
2.35K $310K
WFC
Wells Fargo & Company

Financial Services
-84
- 0.39%
$66.78 - $81.42 $5.61K - $6.84K
21.5K $1.54M
SHEL
Shell PLC

Energy
-61
- 1.76%
$62.84 - $73.29 $3.83K - $4.47K
3.41K $247K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-53
- 1.01%
$98.98 - $113.18 $5.25K - $6K
5.21K $589K
BSX
Boston Scientific Corp

Healthcare
-57
- 1.26%
$89.38 - $106.18 $5.09K - $6.05K
4.48K $452K
PRA
Proassurance Corp

Financial Services
-1.8K
- 14.26%
$13.99 - $23.35 $25.2K - $42K
10.8K $252K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-10
- 3.65%
$1187.71 - $1432.58 $11.9K - $14.3K
264 $378K
Activity Summary
Buys All Purchases 100 New Holdings 18 Increased Positions 82 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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