Welch Group, LLC Portfolio Holdings
Welch Group, LLC
- $2.3 Billion
- Q1 2025
Welch Group, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.3 Billion distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $80.1M, Servis First Bancshares, Inc. with a value of $79.8M, Arthur J. Gallagher & Co. with a value of $78M, Microsoft Corp with a value of $76.5M, and Abb Vie Inc. with a value of $75.8M.
Examining the 13F form we can see an increase of $77.8M in the current position value, from $2.22B to 2.3B.
Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.3 Billion
Technology: $442 Million
Financial Services: $416 Million
Consumer Defensive: $309 Million
Industrials: $296 Million
Healthcare: $214 Million
Utilities: $192 Million
Consumer Cyclical: $153 Million
Energy: $139 Million
Other: $138 Million