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Home > Institutional Investor > Welch Group, Llc > Profile

Instuitional Investor - Welch Group, Llc

Fund Profile
Filing Period:
Fund Name: Welch Group, Llc
Portfolio Value $2,393,061,535
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 204,974 $101,956,038 4.26%
2.
International Business Machines Corp
 IBM 300,394 $88,550,237 3.7%
3.
Jpmorgan Chase & Co
 JPM 285,533 $82,779,008 3.46%
4.
Apple Inc.
 AAPL 375,181 $76,975,857 3.22%
5.
Rtx Corp
 RTX 521,476 $76,145,940 3.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)