Welch Group, LLC Q4 2023 Filing

Filed January 23, 2024

Portfolio Value

$1.9T

Holdings

228

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
1
SFBSSERVISFIRST BANCSHARES INC
1,299,473$86.6B4.66%
2
MSFTMICROSOFT CORP
218,856$82.3B4.43%
3
AAPLAPPLE INC
367,709$70.8B3.81%
4
HDHOME DEPOT INC
170,810$59.2B3.19%
5
AJGGALLAGHER ARTHUR J & CO
255,932$57.6B3.10%
6
ABBVABBVIE INC
368,946$57.2B3.08%
7
IBMINTERNATIONAL BUSINESS MACHS
343,845$56.2B3.03%
8
JPMJPMORGAN CHASE & CO
328,466$55.9B3.01%
9
MCDMCDONALDS CORP
186,937$55.4B2.99%
10
SOSOUTHERN CO
777,822$54.5B2.94%
11
QCOMQUALCOMM INC
372,358$53.9B2.90%
12
CVXCHEVRON CORP NEW
354,856$52.9B2.85%
13
LMTLOCKHEED MARTIN CORP
111,685$50.6B2.73%
14
XOMEXXON MOBIL CORP
504,732$50.5B2.72%
15
CLCOLGATE PALMOLIVE CO
631,892$50.4B2.71%
16
PEPPEPSICO INC
289,561$49.2B2.65%
17
JNJJOHNSON & JOHNSON
312,238$48.9B2.64%
18
EMREMERSON ELEC CO
497,199$48.4B2.61%
19
PAYXPAYCHEX INC
398,412$47.5B2.56%
20
PGPROCTER AND GAMBLE CO
320,432$47.0B2.53%
21
RTXRTX CORPORATION
529,415$44.5B2.40%
22
EDCONSOLIDATED EDISON INC
474,067$43.1B2.32%
23
NEENEXTERA ENERGY INC
699,039$42.5B2.29%
24
CINFCINCINNATI FINL CORP
409,631$42.4B2.28%
25
GISGENERAL MLS INC
615,389$40.1B2.16%
26
ULUNILEVER PLC
824,466$40.0B2.15%
27
KMBKIMBERLY-CLARK CORP
325,154$39.5B2.13%
28
BACVERIZON COMMUNICATIONS INC
1,037,218$39.1B2.11%
29
TXNTEXAS INSTRS INC
205,478$35.0B1.89%
30
PFEPFIZER INC
924,305$26.6B1.43%
31
TFCTRUIST FINL CORP
716,626$26.5B1.42%
32
XLFSELECT SECTOR SPDR TR
413,828$15.6B0.84%
33
KOCOCA COLA CO
220,048$13.0B0.70%
34
IVVISHARES TR
24,942$11.9B0.64%
35
NVDANVIDIA CORPORATION
22,437$11.1B0.60%
36
CATCATERPILLAR INC
34,760$10.3B0.55%
37
VOOVANGUARD INDEX FDS
20,301$8.9B0.48%
38
AMZNAMAZON COM INC
55,089$8.4B0.45%
39
DEDEERE & CO
18,735$7.5B0.40%
40
GOOGLALPHABET INC
51,870$7.2B0.39%
41
BXBLACKSTONE INC
52,514$6.9B0.37%
42
VVISA INC
24,334$6.3B0.34%
43
AMDADVANCED MICRO DEVICES INC
41,455$6.1B0.33%
44
ORCLORACLE CORP
55,838$5.9B0.32%
45
VMCVULCAN MATLS CO
25,597$5.8B0.31%
46
ABTABBOTT LABS
52,747$5.8B0.31%
47
SHWSHERWIN WILLIAMS CO
18,443$5.8B0.31%
48
GLGLOBE LIFE INC
46,514$5.7B0.30%
49
CSCOCISCO SYS INC
110,988$5.6B0.30%
50
TJXTJX COS INC NEW
58,348$5.5B0.29%
51
GSGOLDMAN SACHS GROUP INC
14,001$5.4B0.29%
52
MAMASTERCARD INCORPORATED
12,600$5.4B0.29%
53
ACNACCENTURE PLC IRELAND
15,183$5.3B0.29%
54
SYKSTRYKER CORPORATION
16,886$5.1B0.27%
55
DYHTARGET CORP
33,140$4.7B0.25%
56
DISDISNEY WALT CO
48,427$4.4B0.24%
57
BMYBRISTOL-MYERS SQUIBB CO
83,550$4.3B0.23%
58
XLVSELECT SECTOR SPDR TR
30,946$4.2B0.23%
59
CARRCARRIER GLOBAL CORPORATION
67,982$3.9B0.21%
60
DGDOLLAR GEN CORP NEW
27,545$3.7B0.20%
61
MRKMERCK & CO INC
29,810$3.2B0.18%
62
LLYELI LILLY & CO
5,299$3.1B0.17%
63
BILSPDR SER TR
33,370$3.0B0.16%
64
AFLAFLAC INC
33,866$2.8B0.15%
65
AXPAMERICAN EXPRESS CO
13,342$2.5B0.13%
66
RFREGIONS FINANCIAL CORP NEW
123,954$2.4B0.13%
67
SYU1SYNOVUS FINL CORP
63,790$2.4B0.13%
68
WMTWALMART INC
14,067$2.2B0.12%
69
GGGGRACO INC
22,291$1.9B0.10%
70
4I1PHILIP MORRIS INTL INC
20,421$1.9B0.10%
71
GOOGALPHABET INC
12,894$1.8B0.10%
72
SPYSPDR S&P 500 ETF TR
3,744$1.8B0.10%
73
MOALTRIA GROUP INC
38,843$1.6B0.08%
74
AONAON PLC
5,272$1.5B0.08%
75
XLKSELECT SECTOR SPDR TR
7,182$1.4B0.07%
76
NOCNORTHROP GRUMMAN CORP
2,784$1.3B0.07%
77
GPCGENUINE PARTS CO
9,090$1.3B0.07%
78
COPCONOCOPHILLIPS
9,945$1.2B0.06%
79
COSTCOSTCO WHSL CORP NEW
1,726$1.1B0.06%
80
RSGREPUBLIC SVCS INC
6,735$1.1B0.06%
81
TAT&T INC
66,174$1.1B0.06%
82
UCBUNITED CMNTY BKS BLAIRSVLE G
37,714$1.1B0.06%
83
GQ9SPDR GOLD TR
5,772$1.1B0.06%
84
NVSNNOVARTIS AG
10,782$1.1B0.06%
85
DUKDUKE ENERGY CORP NEW
11,180$1.1B0.06%
86
MDLZMONDELEZ INTL INC
14,886$1.1B0.06%
87
HONHONEYWELL INTL INC
4,996$1.0B0.06%
88
WMWASTE MGMT INC DEL
5,825$1.0B0.06%
89
INTCINTEL CORP
20,108$1.0B0.05%
90
SHYISHARES TR
12,195$1.0B0.05%
91
VONEVANGUARD SCOTTSDALE FDS
4,494$974.9M0.05%
92
PTLCPACER FDS TR
22,322$965.9M0.05%
93
WELLWELLTOWER INC
10,700$964.8M0.05%
94
BACBANK AMERICA CORP
27,266$918.1M0.05%
95
METAMETA PLATFORMS INC
2,501$885.3M0.05%
96
BBVABANCO BILBAO VIZCAYA ARGENTA
83,096$757.0M0.04%
97
WFCWELLS FARGO CO NEW
14,666$721.8M0.04%
98
CRCRANE COMPANY
6,000$708.8M0.04%
99
CRGYCRESCENT ENERGY COMPANY
53,272$703.7M0.04%
100
MLMMARTIN MARIETTA MATLS INC
1,374$685.5M0.04%
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