Welch Group, LLC Q2 2023 Filing

Filed July 18, 2023

Portfolio Value

$1.7T

Holdings

217

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (217 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
228,816$77.9B4.47%
2
AAPLAPPLE INC
376,257$73.0B4.18%
3
AJGGALLAGHER ARTHUR J & CO
269,674$59.2B3.39%
4
MCDMCDONALDS CORP
184,728$55.1B3.16%
5
CVXCHEVRON CORP NEW
346,889$54.6B3.13%
6
XOMEXXON MOBIL CORP
507,125$54.4B3.12%
7
SOSOUTHERN CO
761,308$53.5B3.07%
8
SFBSSERVISFIRST BANCSHARES INC
1,299,599$53.2B3.05%
9
HDHOME DEPOT INC
169,189$52.6B3.01%
10
PEPPEPSICO INC
281,991$52.2B2.99%
11
LMTLOCKHEED MARTIN CORP
108,611$50.0B2.87%
12
JNJJOHNSON & JOHNSON
301,422$49.9B2.86%
13
ABBVABBVIE INC
363,282$48.9B2.81%
14
RTXRAYTHEON TECHNOLOGIES CORP
493,404$48.3B2.77%
15
PGPROCTER AND GAMBLE CO
317,526$48.2B2.76%
16
JPMJPMORGAN CHASE & CO
330,186$48.0B2.75%
17
NEENEXTERA ENERGY INC
638,277$47.4B2.71%
18
CLCOLGATE PALMOLIVE CO
606,553$46.7B2.68%
19
IBMINTERNATIONAL BUSINESS MACHS
342,399$45.8B2.63%
20
GISGENERAL MLS INC
584,506$44.8B2.57%
21
EMREMERSON ELEC CO
492,701$44.5B2.55%
22
PAYXPAYCHEX INC
391,362$43.8B2.51%
23
KMBKIMBERLY-CLARK CORP
313,975$43.3B2.48%
24
ULUNILEVER PLC
804,581$41.9B2.40%
25
QCOMQUALCOMM INC
351,668$41.9B2.40%
26
EDCONSOLIDATED EDISON INC
459,851$41.6B2.38%
27
CINFCINCINNATI FINL CORP
395,461$38.5B2.21%
28
BACVERIZON COMMUNICATIONS INC
960,145$35.7B2.05%
29
PFEPFIZER INC
949,219$34.8B2.00%
30
TXNTEXAS INSTRS INC
183,637$33.1B1.90%
31
TFCTRUIST FINL CORP
1,006,035$30.5B1.75%
32
KOCOCA COLA CO
216,052$13.0B0.75%
33
NVDANVIDIA CORPORATION
24,583$10.4B0.60%
34
CATCATERPILLAR INC
34,621$8.5B0.49%
35
VOOVANGUARD INDEX FDS
20,403$8.3B0.48%
36
IVVISHARES TR
18,036$8.0B0.46%
37
AMZNAMAZON COM INC
56,491$7.4B0.42%
38
DEDEERE & CO
17,470$7.1B0.41%
39
ORCLORACLE CORP
54,576$6.5B0.37%
40
GOOGLALPHABET INC
52,202$6.2B0.36%
41
ABTABBOTT LABS
54,006$5.9B0.34%
42
VMCVULCAN MATLS CO
25,514$5.8B0.33%
43
CSCOCISCO SYS INC
108,806$5.6B0.32%
44
VVISA INC
23,565$5.6B0.32%
45
BMYBRISTOL-MYERS SQUIBB CO
84,116$5.4B0.31%
46
GLGLOBE LIFE INC
47,054$5.2B0.30%
47
TAT&T INC
317,533$5.1B0.29%
48
SYKSTRYKER CORPORATION
16,421$5.0B0.29%
49
TJXTJX COS INC NEW
58,363$4.9B0.28%
50
MAMASTERCARD INCORPORATED
12,250$4.8B0.28%
51
BXBLACKSTONE INC
51,685$4.8B0.28%
52
SHWSHERWIN WILLIAMS CO
17,972$4.8B0.27%
53
AMDADVANCED MICRO DEVICES INC
40,451$4.6B0.26%
54
ACNACCENTURE PLC IRELAND
14,796$4.6B0.26%
55
GSGOLDMAN SACHS GROUP INC
13,243$4.3B0.24%
56
DISDISNEY WALT CO
46,288$4.1B0.24%
57
DYHTARGET CORP
30,860$4.1B0.23%
58
DGDOLLAR GEN CORP NEW
20,791$3.5B0.20%
59
MRKMERCK & CO INC
30,045$3.5B0.20%
60
LLYLILLY ELI & CO
5,469$2.6B0.15%
61
AFLAFLAC INC
33,848$2.4B0.14%
62
WMTWALMART INC
14,175$2.2B0.13%
63
AXPAMERICAN EXPRESS CO
12,430$2.2B0.12%
64
RFREGIONS FINANCIAL CORP NEW
119,889$2.1B0.12%
65
SYU1SYNOVUS FINL CORP
66,839$2.0B0.12%
66
4I1PHILIP MORRIS INTL INC
20,398$2.0B0.11%
67
GGGGRACO INC
21,391$1.8B0.11%
68
AONAON PLC
5,272$1.8B0.10%
69
MOALTRIA GROUP INC
38,766$1.8B0.10%
70
GOOGALPHABET INC
11,963$1.4B0.08%
71
GPCGENUINE PARTS CO
8,151$1.4B0.08%
72
SPYSPDR S&P 500 ETF TR
2,915$1.3B0.07%
73
NOCNORTHROP GRUMMAN CORP
2,789$1.3B0.07%
74
NVSNNOVARTIS AG
11,793$1.2B0.07%
75
UCBUNITED CMNTY BKS BLAIRSVLE G
44,381$1.1B0.06%
76
WELLWELLTOWER INC
13,400$1.1B0.06%
77
GQ9SPDR GOLD TR
5,957$1.1B0.06%
78
WMWASTE MGMT INC DEL
5,925$1.0B0.06%
79
COSTCOSTCO WHSL CORP NEW
1,907$1.0B0.06%
80
MDLZMONDELEZ INTL INC
13,585$990.9M0.06%
81
DUKDUKE ENERGY CORP NEW
10,985$985.8M0.06%
82
INTCINTEL CORP
28,598$956.3M0.05%
83
COPCONOCOPHILLIPS
9,094$942.2M0.05%
84
PTLCPACER FDS TR
22,545$931.1M0.05%
85
VONEVANGUARD SCOTTSDALE FDS
4,495$906.0M0.05%
86
BACBANK AMERICA CORP
30,658$879.6M0.05%
87
RSGREPUBLIC SVCS INC
5,735$878.4M0.05%
88
DEODIAGEO PLC
4,400$763.3M0.04%
89
NDQINVESCO QQQ TR
1,966$726.3M0.04%
90
YUMYUM BRANDS INC
4,973$689.1M0.04%
91
BBVABANCO BILBAO VIZCAYA ARGENTA
86,351$663.2M0.04%
92
VOVANGUARD INDEX FDS
2,859$629.3M0.04%
93
RYROYAL BK CDA
6,390$610.3M0.03%
94
VYMVANGUARD WHITEHALL FDS
5,727$607.5M0.03%
95
MLMMARTIN MARIETTA MATLS INC
1,274$588.2M0.03%
96
HONHONEYWELL INTL INC
2,832$587.6M0.03%
97
WFCWELLS FARGO CO NEW
13,528$577.4M0.03%
98
BILSPDR SER TR
6,164$566.0M0.03%
99
DOWDOW INC
10,572$563.1M0.03%
100
CRGYCRESCENT ENERGY COMPANY
53,272$555.1M0.03%
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