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Home > Institutional Investor > Welch Investments, Llc > Profile

Instuitional Investor - Welch Investments, Llc

Fund Profile
Filing Period:
Fund Name: Welch Investments, Llc
Portfolio Value $157,493,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 62,165 $6,012,000 3.81%
2.
Home Depot Inc
 HD 30,026 $5,691,000 3.61%
3.
Emerson Electric Co
 EMR 78,706 $5,485,000 3.48%
4.
Intel Corp
 INTC 118,660 $5,477,000 3.47%
5.
Southern Co
 SO 112,491 $5,410,000 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)