Welch Group, LLC Q2 2021 Filing

Filed July 21, 2021

Portfolio Value

$1.5T

Holdings

189

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
1
SFBSSERVISFIRST BANCSHARES INC
1,432,610$97.4B6.64%
2
MSFTMICROSOFT CORP
215,489$58.4B3.98%
3
AAPLAPPLE INC
364,130$49.9B3.40%
4
HDHOME DEPOT INC
146,675$46.8B3.19%
5
AJGGALLAGHER ARTHUR J & CO
306,065$42.9B2.92%
6
ABBVABBVIE INC
368,210$41.5B2.83%
7
CINFCINCINNATI FINL CORP
355,375$41.4B2.83%
8
PAYXPAYCHEX INC
384,542$41.3B2.81%
9
EMREMERSON ELEC CO
424,475$40.9B2.79%
10
NEENEXTERA ENERGY INC
553,981$40.6B2.77%
11
JNJJOHNSON & JOHNSON
245,982$40.5B2.76%
12
XOMEXXON MOBIL CORP
627,494$39.6B2.70%
13
PEPPEPSICO INC
264,028$39.1B2.67%
14
MCDMCDONALDS CORP
168,833$39.0B2.66%
15
CVXCHEVRON CORP NEW
371,060$38.9B2.65%
16
RTXRAYTHEON TECHNOLOGIES CORP
453,685$38.7B2.64%
17
SOSOUTHERN CO
638,375$38.6B2.63%
18
QCOMQUALCOMM INC
267,039$38.2B2.60%
19
PGPROCTER AND GAMBLE CO
281,198$37.9B2.59%
20
IBMINTERNATIONAL BUSINESS MACHS
258,615$37.9B2.58%
21
CLCOLGATE PALMOLIVE CO
465,630$37.9B2.58%
22
LMTLOCKHEED MARTIN CORP
98,770$37.4B2.55%
23
INTCINTEL CORP
659,159$37.0B2.52%
24
MMM3M CO
181,088$36.0B2.45%
25
GISGENERAL MLS INC
580,000$35.3B2.41%
26
NVSNNOVARTIS AG
379,811$34.7B2.36%
27
TAT&T INC
1,196,179$34.4B2.35%
28
KMBKIMBERLY-CLARK CORP
250,644$33.5B2.29%
29
BACVERIZON COMMUNICATIONS INC
593,161$33.2B2.27%
30
ULUNILEVER PLC
564,085$33.0B2.25%
31
EDCONSOLIDATED EDISON INC
421,818$30.3B2.06%
32
KOCOCA COLA CO
204,816$11.1B0.76%
33
VOOVANGUARD INDEX FDS
24,141$9.5B0.65%
34
SPYSPDR S&P 500 ETF TR
14,659$6.3B0.43%
35
JPMJPMORGAN CHASE & CO
39,371$6.1B0.42%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
19,398$5.4B0.37%
37
CATCATERPILLAR INC
23,679$5.2B0.35%
38
VMCVULCAN MATLS CO
25,830$4.5B0.31%
39
GLGLOBE LIFE INC
44,472$4.2B0.29%
40
DEDEERE & CO
11,888$4.2B0.29%
41
CSCOCISCO SYS INC
77,501$4.1B0.28%
42
DYHTARGET CORP
16,331$3.9B0.27%
43
ABTABBOTT LABS
34,017$3.9B0.27%
44
DISDISNEY WALT CO
22,356$3.9B0.27%
45
NVDANVIDIA CORPORATION
4,905$3.9B0.27%
46
GOOGLALPHABET INC
1,595$3.9B0.27%
47
IVVISHARES TR
8,039$3.5B0.24%
48
AMZNAMAZON COM INC
996$3.4B0.23%
49
BMYBRISTOL-MYERS SQUIBB CO
50,529$3.4B0.23%
50
VVISA INC
13,784$3.2B0.22%
51
TFCTRUIST FINL CORP
56,517$3.1B0.21%
52
BACBK OF AMERICA CORP
75,707$3.1B0.21%
53
BXBLACKSTONE GROUP INC
30,167$2.9B0.20%
54
GSGOLDMAN SACHS GROUP INC
7,355$2.8B0.19%
55
PFEPFIZER INC
65,399$2.6B0.17%
56
SYKSTRYKER CORPORATION
9,835$2.6B0.17%
57
ORCLORACLE CORP
32,499$2.5B0.17%
58
SYU1SYNOVUS FINL CORP
55,604$2.4B0.17%
59
RFREGIONS FINANCIAL CORP NEW
118,074$2.4B0.16%
60
SHWSHERWIN WILLIAMS CO
8,601$2.3B0.16%
61
ACNACCENTURE PLC IRELAND
7,562$2.2B0.15%
62
MAMASTERCARD INCORPORATED
6,088$2.2B0.15%
63
AXPAMERICAN EXPRESS CO
13,241$2.2B0.15%
64
MRKMERCK & CO INC
28,069$2.2B0.15%
65
DGDOLLAR GEN CORP NEW
9,611$2.1B0.14%
66
4I1PHILIP MORRIS INTL INC
19,892$2.0B0.13%
67
TJXTJX COS INC NEW
29,150$2.0B0.13%
68
WMTWALMART INC
13,315$1.9B0.13%
69
GGGGRACO INC
21,391$1.6B0.11%
70
RELIANT BANCORP INC
51,864$1.4B0.10%
71
LLYLILLY ELI & CO
6,132$1.4B0.10%
72
AONAON PLC
5,890$1.4B0.10%
73
DUKDUKE ENERGY CORP NEW
13,777$1.4B0.09%
74
MOALTRIA GROUP INC
26,719$1.3B0.09%
75
CONTANGO OIL & GAS CO
266,141$1.1B0.08%
76
WELLWELLTOWER INC
13,570$1.1B0.08%
77
GPCGENUINE PARTS CO
8,352$1.1B0.07%
78
METAFACEBOOK INC
3,002$1.0B0.07%
79
GQ9SPDR GOLD TR
6,153$1.0B0.07%
80
NOCNORTHROP GRUMMAN CORP
2,770$1.0B0.07%
81
GOOGALPHABET INC
383$960.0M0.07%
82
EPDENTERPRISE PRODS PARTNERS L
39,457$952.0M0.06%
83
TXNTEXAS INSTRS INC
4,929$948.0M0.06%
84
VONEVANGUARD SCOTTSDALE FDS
4,569$915.0M0.06%
85
DEODIAGEO PLC
4,757$912.0M0.06%
86
MDLZMONDELEZ INTL INC
13,695$855.0M0.06%
87
WMWASTE MGMT INC DEL
5,825$816.0M0.06%
88
NDQINVESCO QQQ TR
2,171$769.0M0.05%
89
SCHGSCHWAB STRATEGIC TR
5,103$745.0M0.05%
90
IHIISHARES TR
1,906$688.0M0.05%
91
RYROYAL BK CDA
6,490$658.0M0.04%
92
BABOEING CO
2,675$641.0M0.04%
93
AEPAMERICAN ELEC PWR CO INC
7,561$640.0M0.04%
94
HONHONEYWELL INTL INC
2,844$624.0M0.04%
95
RSGREPUBLIC SVCS INC
5,595$616.0M0.04%
96
NSCNORFOLK SOUTHN CORP
2,245$596.0M0.04%
97
EFAISHARES TR
7,546$595.0M0.04%
98
PRFINVESCO EXCHANGE TRADED FD T
3,596$577.0M0.04%
99
PNCPNC FINL SVCS GROUP INC
2,976$568.0M0.04%
100
DDOMINION ENERGY INC
7,693$566.0M0.04%
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