Welch Group, LLC has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.02 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.2M, Servis First Bancshares, Inc. with a value of $84.6M, Abb Vie Inc. with a value of $65.1M, Home Depot, Inc. with a value of $64M, and Jpmorgan Chase & CO with a value of $63.1M.
Examining the 13F form we can see an increase of $159M in the current position value, from $1.86B to 2.02B.
Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.02 Billion
Financial Services: $362 Million
Technology: $356 Million
Consumer Defensive: $332 Million
Industrials: $254 Million
Healthcare: $184 Million
Utilities: $155 Million
Consumer Cyclical: $137 Million
Energy: $125 Million
Other: $112 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions