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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Welch Group, LLC

Quarter ended Q3 2024 · Filed October 24, 2024 · Accession 0001443095-24-000004

Total Value
$2.30B
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1SERVISFIRST BANCSHARES INCSFBS1,139,239$91.7M3.98%
2MICROSOFT CORPMSFT200,855$86.4M3.76%
3APPLE INCAAPL363,921$84.8M3.69%
4INTERNATIONAL BUSINESS MACHSINTR322,975$71.4M3.10%
5ABBVIE INCABBV360,199$71.1M3.09%
6SOUTHERN COSOMN785,721$70.9M3.08%
7HOME DEPOT INCHD170,044$68.9M3.00%
8NEXTERA ENERGY INCNEE-PW807,968$68.3M2.97%
9LOCKHEED MARTIN CORPLMT116,542$68.1M2.96%
10GALLAGHER ARTHUR J & CO363576109235,046$66.1M2.87%
11RTX CORPORATIONRTX543,575$65.9M2.86%
12COLGATE PALMOLIVE COCL622,482$64.6M2.81%
13JPMORGAN CHASE & CO.VYLD305,937$64.5M2.80%
14EXXON MOBIL CORPXOM514,753$60.3M2.62%
15MCDONALDS CORPMCD196,657$59.9M2.60%
16QUALCOMM INCQCOM346,448$58.9M2.56%
17CHEVRON CORP NEWCVX386,666$56.9M2.48%
18CINCINNATI FINL CORP172062101412,155$56.1M2.44%
19PROCTER AND GAMBLE CO742718109323,870$56.1M2.44%
20JOHNSON & JOHNSONJNJ345,797$56.0M2.44%
21UNILEVER PLCUNLYF858,457$55.8M2.42%
22PAYCHEX INCPAYX404,557$54.3M2.36%
23PEPSICO INCPEP313,111$53.2M2.31%
24TRUIST FINL CORP89832Q1091,241,834$53.1M2.31%
25EMERSON ELEC COEMR483,941$52.9M2.30%
26CONSOLIDATED EDISON INCED499,289$52.0M2.26%
27GENERAL MLS INC370334104690,718$51.0M2.22%
28KIMBERLY-CLARK CORPKMB351,207$50.0M2.17%
29VERIZON COMMUNICATIONS INCVZ1,086,181$48.8M2.12%
30TEXAS INSTRS INC882508104235,001$48.5M2.11%
31PFIZER INCPFE1,592,222$46.1M2.00%
32NVIDIA CORPORATIONNVDA189,657$23.0M1.00%
33COCA COLA COKO244,180$17.5M0.76%
34CATERPILLAR INCCAT36,111$14.1M0.61%
35ORACLE CORPORCL-PD61,940$10.6M0.46%
36AMAZON COM INCAMZN55,874$10.4M0.45%
37ISHARES TR46428720017,633$10.2M0.44%
38DEERE & CODE24,234$10.1M0.44%
39ALPHABET INCGOOG57,297$9.5M0.41%
40AFLAC INCAFL84,218$9.4M0.41%
41BLACKSTONE INCBX57,398$8.8M0.38%
42VISA INCV31,138$8.6M0.37%
43META PLATFORMS INCMETA14,411$8.2M0.36%
44ADVANCED MICRO DEVICES INCAMD47,485$7.8M0.34%
45GOLDMAN SACHS GROUP INCGSCE15,722$7.8M0.34%
46SHERWIN WILLIAMS COSHW20,353$7.8M0.34%
47TJX COS INC NEW87254010965,002$7.6M0.33%
48CISCO SYS INCCSCO141,344$7.5M0.33%
49CARRIER GLOBAL CORPORATIONCARR92,424$7.4M0.32%
50ABBOTT LABSABLZF65,174$7.4M0.32%
51VULCAN MATLS CO92916010927,751$6.9M0.30%
52STRYKER CORPORATIONSYK19,105$6.9M0.30%
53MASTERCARD INCORPORATEDMA13,888$6.9M0.30%
54ACCENTURE PLC IRELANDACN18,590$6.6M0.29%
55TARGET CORPTGT41,489$6.5M0.28%
56ELI LILLY & COLLY6,548$5.8M0.25%
57GLOBE LIFE INCGL-PD48,930$5.2M0.23%
58AMERICAN EXPRESS COAXP18,500$5.0M0.22%
59VANGUARD INDEX FDS9229083638,387$4.4M0.19%
60WALMART INCWMT47,529$3.8M0.17%
61DOLLAR GEN CORP NEW25667710543,716$3.7M0.16%
62MERCK & CO INCMRK30,700$3.5M0.15%
63SYNOVUS FINL CORP87161C50177,388$3.4M0.15%
64REGIONS FINANCIAL CORP NEWRF-PF139,565$3.3M0.14%
65PHILIP MORRIS INTL INC71817210921,577$2.6M0.11%
66ALTRIA GROUP INCMO41,040$2.1M0.09%
67GRACO INCGGG23,791$2.1M0.09%
68ALPHABET INCGOOG11,939$2.0M0.09%
69AT&T INCT-PC84,812$1.9M0.08%
70SPDR GOLD TRGLD7,659$1.9M0.08%
71AON PLCAON5,272$1.8M0.08%
72GENUINE PARTS COGPC13,015$1.8M0.08%
73INVESCO QQQ TRIVZ3,646$1.8M0.08%
74CRANE COMPANYCR11,000$1.7M0.08%
75REPUBLIC SVCS INC7607591008,609$1.7M0.08%
76MODINE MFG CO60782810013,000$1.7M0.08%
77BANK AMERICA CORP06050510442,481$1.7M0.07%
78COSTCO WHSL CORP NEW22160K1051,850$1.6M0.07%
79MUELLER INDS INC62475610222,000$1.6M0.07%
80ISHARES TR46428745717,686$1.5M0.06%
81NORTHROP GRUMMAN CORPNOC2,770$1.5M0.06%
82HONEYWELL INTL INC4385161067,053$1.5M0.06%
83WASTE MGMT INC DEL94106L1096,788$1.4M0.06%
84DUKE ENERGY CORP NEWDUKB12,145$1.4M0.06%
85MONDELEZ INTL INC60920710518,848$1.4M0.06%
86SPDR S&P 500 ETF TRSPY2,392$1.4M0.06%
87WELLTOWER INCWELL10,700$1.4M0.06%
88TEXTRON INCTXT15,400$1.4M0.06%
89BANK NEW YORK MELLON CORP06405810016,936$1.2M0.05%
90WELLS FARGO CO NEW94974610121,360$1.2M0.05%
91SELECT SECTOR SPDR TR81369Y2097,712$1.2M0.05%
92VANGUARD SCOTTSDALE FDS92206C7304,366$1.1M0.05%
93NOVARTIS AGNVSEF9,842$1.1M0.05%
94WATTS WATER TECHNOLOGIES INCWTS5,400$1.1M0.05%
95ONEOK INC NEWOKE12,269$1.1M0.05%
96CONOCOPHILLIPSCOP10,442$1.1M0.05%
97UNITED CMNTY BKS BLAIRSVLE GUNTCW37,714$1.1M0.05%
98SELECT SECTOR SPDR TR81369Y50612,256$1.1M0.05%
99SPDR SER TR78468R66311,588$1.1M0.05%
100XYLEM INCXYL7,800$1.1M0.05%
101DISNEY WALT CO25468710610,937$1.1M0.05%
102GATX CORPGATX7,512$994,9270.04%
103HERC HLDGS INCHRI6,200$988,4660.04%
104UNITED RENTALS INCURI1,162$940,9070.04%
105EATON CORP PLCETN2,805$929,6900.04%
106PACER FDS TR69374H10517,599$924,8280.04%
107ATLANTA BRAVES HLDGS INCBATRB20,976$884,1390.04%
108ROYAL BK CDA7800871026,390$797,0250.03%
109IDEX CORP45167R1043,700$793,6500.03%
110DIAGEO PLCDGEAF5,500$771,8700.03%
111CHUBB LIMITEDCB2,646$763,0800.03%
112VANGUARD WHITEHALL FDS9219464065,928$759,9700.03%
113SELECT SECTOR SPDR TR81369Y8033,366$759,9090.03%
114STATE STR CORPSTT-PG8,348$738,5480.03%
115BANCO BILBAO VIZCAYA ARGENTABBVXF68,046$737,6190.03%
116YUM BRANDS INCYUM5,140$718,1530.03%
117BLACKROCK INCBLK750$712,1740.03%
118ARCOSA INCACA7,500$710,7000.03%
119AMERICAN ELEC PWR CO INC0255371016,852$703,0550.03%
120DIAMONDBACK ENERGY INCFANG3,889$670,4960.03%
121BRISTOL-MYERS SQUIBB COCELG-RI12,884$666,6070.03%
122TESLA INCTSLA2,536$663,4990.03%
123VANGUARD INDEX FDS9229086292,514$663,3590.03%
124ENPRO INCNPO4,000$648,7200.03%
125CNH INDL N VN2094410958,118$645,1100.03%
126REAVES UTIL INCOME FD75615810119,017$623,9480.03%
127UNITED STATES CELLULAR CORPUNTCW11,000$601,1500.03%
128NATIONAL FUEL GAS CONFG9,700$587,9170.03%
129PACCAR INCPCAR5,829$575,2060.03%
130VANECK ETF TRUST92189F6762,333$572,6350.02%
131STARBUCKS CORPSBUX5,870$572,2650.02%
132VANGUARD INDEX FDS9229087361,482$568,9850.02%
133ZIMMER BIOMET HOLDINGS INCZBH5,261$567,8980.02%
134GENERAL DYNAMICS CORPGD1,868$564,5100.02%
135ISHARES SILVER TRSLV19,862$564,2800.02%
136RYMAN HOSPITALITY PPTYS INC78377T1075,250$563,0100.02%
137VANGUARD INDEX FDS9229087691,971$558,0050.02%
138MARTIN MARIETTA MATLS INC5732841061,028$553,3210.02%
139GLOBAL PMTS INC37940X1025,289$541,7000.02%
140IRON MTN INC DEL46284V1014,531$538,4190.02%
141NETFLIX INCNFLX751$532,6620.02%
142CRESCENT ENERGY COMPANYCRGY48,396$529,9370.02%
143KRAFT HEINZ COKHC14,936$524,3930.02%
144PNC FINL SVCS GROUP INC6934751052,826$522,3870.02%
145FLOWSERVE CORPFLS9,850$509,1470.02%
146MADISON SQUARE GRDN SPRT COR55825T1032,439$507,9470.02%
147VANGUARD WORLD FD92204A702851$499,2700.02%
148SONY GROUP CORPSNEJF5,000$482,8500.02%
149VANGUARD SPECIALIZED FUNDS9219088442,430$481,3410.02%
150PHILLIPS 66PSX3,647$479,4070.02%
151UNION PAC CORPUNP1,945$479,4040.02%
152NORFOLK SOUTHN CORP6558441081,920$477,2000.02%
153AUTOMATIC DATA PROCESSING INADP1,709$472,9320.02%
154SCHWAB STRATEGIC TR8085247716,512$467,3020.02%
155MICRON TECHNOLOGY INCMU4,464$462,9170.02%
156NEWMONT CORPNEMCL8,622$460,8460.02%
157ENERGY TRANSFER L PET-PI28,489$457,2440.02%
158DOMINION ENERGY INCD7,899$456,4840.02%
159ISHARES TR4642871683,254$439,5530.02%
160FIRSTENERGY CORPFE9,901$439,1050.02%
161SALESFORCE INCCRM1,596$436,8420.02%
162SIMON PPTY GROUP INC NEW8288061092,515$425,1650.02%
163MARATHON PETE CORPMARA2,549$415,2580.02%
164FORTUNE BRANDS INNOVATIONS IFBIN4,621$413,7190.02%
165EVERSOURCE ENERGYES5,936$403,9450.02%
166ENTERGY CORP NEWENO3,046$400,8850.02%
167TRINITY INDS INC89652210911,500$400,6600.02%
168BOEING COBA-PA2,619$398,1360.02%
169SCHWAB STRATEGIC TR8085247227,190$397,5620.02%
170CHEMED CORP NEWCHE660$396,6410.02%
171RENAISSANCERE HLDGS LTDRNR-PG1,450$394,9800.02%
172POST HLDGS INCPOST3,400$393,5500.02%
173ISHARES TR4642888106,630$392,6290.02%
174KELLANOVABEKE4,826$389,4890.02%
175DOW INCDOW6,944$379,3760.02%
176REGENERON PHARMACEUTICALSREGN360$378,4470.02%
177AMERICAN COASTAL INS CORPACIC33,497$377,5120.02%
178IDACORP INCIDA3,656$376,8980.02%
179HALLIBURTON COHAL12,841$373,0270.02%
180ENTERPRISE PRODS PARTNERS L29379210712,801$372,6460.02%
181INVESCO EXCHANGE TRADED FD TIVZ9,113$370,2620.02%
182ISHARES TR4642873093,802$364,0420.02%
183CLOROX CO DELCLX2,220$361,6610.02%
184NASDAQ INCNDAQ4,947$361,1810.02%
185ITT INCITT2,402$359,0650.02%
186ALIBABA GROUP HLDG LTDBBAAY3,340$354,4410.02%
187GRIFFON CORPGFF5,000$350,0000.02%
188CAPITAL ONE FINL CORP14040H1052,327$348,4220.02%
189AIR PRODS & CHEMS INCAIIR1,167$347,3820.02%
190GILEAD SCIENCES INCGILD4,136$346,7630.02%
191NUCOR CORPNUE2,299$345,6940.02%
192SOUTHERN STS BANCSHARES INCSOMN11,182$343,6230.01%
193INTEL CORPINTC14,516$340,5480.01%
194AGNICO EAGLE MINES LTDAEM4,052$326,4300.01%
195XCEL ENERGY INCXELLL4,989$325,7820.01%
196SMUCKER J M CO8326964052,673$323,7520.01%
197OREILLY AUTOMOTIVE INC67103H107277$318,9940.01%
198VALMONT INDS INC9202531011,100$318,9450.01%
199BROADCOM INCAVGO1,845$318,2630.01%
200ANNALY CAPITAL MANAGEMENT INNLY-PJ15,818$317,4630.01%
201CRANE NXT COCXT5,500$308,5500.01%
202ADOBE INCADBE592$306,5260.01%
203ISHARES TR4642875074,909$305,9290.01%
204APPLIED MATLS INC0382221051,505$303,9990.01%
205ALLSTATE CORPALL-PJ1,599$303,2510.01%
206TECK RESOURCES LTDTCKRF5,700$297,7680.01%
207MICROCHIP TECHNOLOGY INC.MCHPP3,653$293,3000.01%
208AZZ INCAZZ3,500$289,1350.01%
209SENSIENT TECHNOLOGIES CORPSXT3,600$288,7920.01%
210PPG INDS INC6935061072,169$287,3060.01%
211KINDER MORGAN INC DELEP-PC12,866$284,2160.01%
212INTERNATIONAL PAPER CO4601461035,796$283,1350.01%
213SCHWAB CHARLES CORPSCHW-PJ4,286$277,7790.01%
214NORTHERN TR CORPNTRSO3,066$276,0320.01%
215AMGEN INCAMGN852$274,5690.01%
216VANGUARD INDEX FDS9229087441,568$273,7260.01%
217CONAGRA BRANDS INCCAG8,335$271,0550.01%
218DEVON ENERGY CORP NEW25179M1036,857$268,2560.01%
219VANGUARD WORLD FD92204A3062,167$265,3930.01%
220INGERSOLL RAND INCIR2,682$263,2890.01%
221EDGEWELL PERS CARE CO28035Q1027,000$254,3800.01%
222BLUE OWL CAPITAL CORPORATIONOWL17,401$253,5300.01%
223ARCHER DANIELS MIDLAND COADM4,240$253,3110.01%
224CAMPBELL SOUP COCPB5,103$249,6250.01%
225SMITH A O CORPAOS2,754$247,3920.01%
226NOVO-NORDISK A SNONOF2,073$246,8330.01%
227SCHLUMBERGER LTDSLB5,797$243,1710.01%
228ROSS STORES INCROST1,606$241,7200.01%
229COMCAST CORP NEWCCZ5,775$241,2220.01%
230VANGUARD WORLD FD921910816747$240,5340.01%
231BROWN FORMAN CORPBF-B5,000$240,4000.01%
232LAM RESEARCH CORPLRCX294$239,6550.01%
233THERMO FISHER SCIENTIFIC INCTMO384$237,5980.01%
234ISHARES TR4642878042,026$237,0150.01%
235TEGNA INC87901J10515,000$236,7000.01%
236CONSTELLATION BRANDS INCSTZ917$236,3460.01%
237MEDICAL PPTYS TRUST INC58463J30439,725$232,3900.01%
238J P MORGAN EXCHANGE TRADED F46641Q3992,227$230,6290.01%
239MORGAN STANLEYMS-PQ2,179$227,1390.01%
240ISHARES TR464287101820$226,9440.01%
241SHELL PLCRYDAF3,407$224,7110.01%
242NIKE INCNKE2,519$222,6690.01%
243BOSTON SCIENTIFIC CORPBSX2,657$222,6570.01%
244ENERGIZER HLDGS INC NEWENR7,000$222,3200.01%
245INTUITIVE SURGICAL INCISRG452$222,0550.01%
246FIRST SOLAR INCFSLR889$221,7530.01%
247SCHWAB STRATEGIC TR8085242013,209$217,7310.01%
248SCHWAB STRATEGIC TR8085247972,575$217,6410.01%
249AMEREN CORPAEE2,460$215,1520.01%
250L3HARRIS TECHNOLOGIES INCLHX899$213,8460.01%
251LIBERTY GLOBAL LTDLBTYK10,000$211,1000.01%
252TRIUMPH FINANCIAL INCTFIN-P2,644$210,3040.01%
253VANGUARD INDEX FDS922908538842$205,0220.01%
254VANGUARD WORLD FD92204A4051,858$204,2350.01%
255VANGUARD INDEX FDS922908751857$203,3570.01%
256PROASSURANCE CORPPRA12,614$189,7210.01%
257FORD MTR CO34537086015,897$167,8700.01%
258PARAMOUNT GLOBAL92556H20612,102$128,5240.01%
259PERMIAN BASIN RTY TR71423610610,816$128,3860.01%
260RIVIAN AUTOMOTIVE INCRIVN10,853$121,7710.01%
261AMBEV SAABEV44,191$107,8270.00%
262WRAP TECHNOLOGIES INCWRAP51,253$76,8800.00%
263LEXARIA BIOSCIENCE CORPLEXX24,000$73,2000.00%
264BITFARMS LTDBITF32,740$69,0820.00%
265GRAFTECH INTL LTD38431350834,243$45,2010.00%
266BP PRUDHOE BAY RTY TRBPPFF33,759$35,4470.00%
267ARGO BLOCKCHAIN PLCARBK12,309$14,8940.00%
268WESTWATER RES INCWWR22,954$11,8450.00%
269AMPCO-PITTSBURG CORPAP12,000$1,1400.00%