Welch Group, LLC Portfolio Holdings
Welch Group, LLC
- $2.22 Billion
- Q4 2024
Welch Group, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.22 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.5M, Servis First Bancshares, Inc. with a value of $87.8M, Microsoft Corp with a value of $84.8M, Jpmorgan Chase & CO with a value of $72.2M, and International Business Machines Corp with a value of $70.2M.
Examining the 13F form we can see an decrease of $73.6M in the current position value, from $2.29B to 2.22B.
Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.22 Billion
Financial Services: $417 Million
Technology: $409 Million
Consumer Defensive: $336 Million
Industrials: $294 Million
Utilities: $171 Million
Healthcare: $168 Million
Consumer Cyclical: $151 Million
Energy: $119 Million
Other: $155 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 263
- Current Value $2.22 Billion
- Prior Value $2.29 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 13 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks