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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 Q4 2024 · Filed January 27, 2025 · Accession 0001443095-25-000001

Total Value
$2.22B
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL361,297$91.1M4.10%
2SERVISFIRST BANCSHARES INCSFBS1,035,624$88.7M3.99%
3MICROSOFT CORPMSFT201,277$85.5M3.85%
4JPMORGAN CHASE & CO.VYLD301,071$72.1M3.24%
5INTERNATIONAL BUSINESS MACHSINTR319,247$70.3M3.17%
6GALLAGHER ARTHUR J & CO363576109234,210$66.6M3.00%
7HOME DEPOT INCHD170,173$66.3M2.98%
8SOUTHERN COSOMN780,346$64.3M2.90%
9ABBVIE INCABBV364,516$64.2M2.89%
10RTX CORPORATIONRTX542,103$62.5M2.81%
11EMERSON ELEC COEMR480,432$59.7M2.69%
12CINCINNATI FINL CORP172062101407,097$58.3M2.62%
13MCDONALDS CORPMCD199,402$57.7M2.60%
14NEXTERA ENERGY INCNEE-PW802,465$57.6M2.59%
15COLGATE PALMOLIVE COCL631,619$57.3M2.58%
16LOCKHEED MARTIN CORPLMT117,754$56.9M2.56%
17PAYCHEX INCPAYX403,801$56.5M2.55%
18CHEVRON CORP NEWCVX394,292$56.4M2.54%
19PROCTER AND GAMBLE CO742718109326,148$54.5M2.45%
20QUALCOMM INCQCOM351,061$54.3M2.44%
21EXXON MOBIL CORPXOM512,125$54.2M2.44%
22TRUIST FINL CORP89832Q1091,247,422$54.1M2.44%
23UNILEVER PLCUNLYF863,801$49.0M2.21%
24JOHNSON & JOHNSONJNJ339,526$48.7M2.19%
25PEPSICO INCPEP315,840$47.9M2.16%
26KIMBERLY-CLARK CORPKMB354,631$46.3M2.09%
27CONSOLIDATED EDISON INCED502,903$44.8M2.02%
28TEXAS INSTRS INC882508104237,479$44.6M2.01%
29GENERAL MLS INC370334104684,988$43.4M1.95%
30VERIZON COMMUNICATIONS INCVZ1,074,430$42.5M1.92%
31PFIZER INCPFE1,032,856$27.3M1.23%
32NVIDIA CORPORATIONNVDA182,764$25.1M1.13%
33COCA COLA COKO249,437$15.5M0.70%
34ISHARES TR46428720024,704$14.6M0.66%
35SELECT SECTOR SPDR TR81369Y20997,418$13.4M0.60%
36CATERPILLAR INCCAT36,814$13.4M0.60%
37AMAZON COM INCAMZN57,438$12.7M0.57%
38ALPHABET INCGOOG59,438$11.4M0.51%
39DEERE & CODE24,728$10.5M0.47%
40ORACLE CORPORCL-PD62,163$10.4M0.47%
41VISA INCV31,446$9.9M0.45%
42BLACKSTONE INCBX57,212$9.8M0.44%
43GOLDMAN SACHS GROUP INCGSCE15,868$9.1M0.41%
44META PLATFORMS INCMETA15,050$8.9M0.40%
45CISCO SYS INCCSCO145,248$8.6M0.39%
46AFLAC INCAFL82,196$8.5M0.38%
47TJX COS INC NEW87254010966,719$8.1M0.36%
48ABBOTT LABSABLZF68,653$7.7M0.35%
49MASTERCARD INCORPORATEDMA14,526$7.6M0.34%
50VULCAN MATLS CO92916010927,780$7.2M0.32%
51STRYKER CORPORATIONSYK19,708$7.1M0.32%
52SHERWIN WILLIAMS COSHW20,854$7.1M0.32%
53ACCENTURE PLC IRELANDACN19,375$6.8M0.31%
54CARRIER GLOBAL CORPORATIONCARR95,071$6.5M0.29%
55ADVANCED MICRO DEVICES INCAMD50,466$6.2M0.28%
56TARGET CORPTGT42,199$5.7M0.26%
57AMERICAN EXPRESS COAXP18,823$5.6M0.25%
58GLOBE LIFE INCGL-PD48,099$5.3M0.24%
59ELI LILLY & COLLY6,500$5.0M0.23%
60SPDR S&P 500 ETF TRSPY8,448$5.0M0.22%
61WALMART INCWMT46,744$4.2M0.19%
62VANGUARD INDEX FDS9229083637,617$4.1M0.19%
63BROADCOM INCAVGO16,863$4.0M0.18%
64SYNOVUS FINL CORP87161C50167,843$3.5M0.16%
65REGIONS FINANCIAL CORP NEWRF-PF140,279$3.3M0.15%
66MERCK & CO INCMRK30,663$3.0M0.14%
67PHILIP MORRIS INTL INC71817210921,586$2.6M0.12%
68ALPHABET INCGOOG12,642$2.4M0.11%
69ALTRIA GROUP INCMO41,088$2.1M0.10%
70VANGUARD SCOTTSDALE FDS92206C10235,204$2.0M0.09%
71GRACO INCGGG23,791$2.0M0.09%
72INVESCO QQQ TRIVZ3,744$1.9M0.09%
73AT&T INCT-PC85,372$1.9M0.09%
74AON PLCAON5,272$1.9M0.08%
75SPDR GOLD TRGLD7,764$1.9M0.08%
76COSTCO WHSL CORP NEW22160K1051,905$1.8M0.08%
77MUELLER INDS INC62475610222,000$1.8M0.08%
78HONEYWELL INTL INC4385161067,405$1.7M0.08%
79CRANE COMPANYCR11,000$1.7M0.08%
80REPUBLIC SVCS INC7607591008,122$1.6M0.07%
81ISHARES TR46428745719,927$1.6M0.07%
82MODINE MFG CO60782810013,000$1.5M0.07%
83BANK AMERICA CORP06050510434,700$1.5M0.07%
84WELLS FARGO CO NEW94974610121,545$1.5M0.07%
85GENUINE PARTS COGPC13,016$1.5M0.07%
86WASTE MGMT INC DEL94106L1096,788$1.4M0.06%
87NORTHROP GRUMMAN CORPNOC2,870$1.3M0.06%
88WELLTOWER INCWELL10,700$1.3M0.06%
89DUKE ENERGY CORP NEWDUKB12,316$1.3M0.06%
90BANK NEW YORK MELLON CORP06405810016,936$1.3M0.06%
91ONEOK INC NEWOKE12,269$1.2M0.06%
92TEXTRON INCTXT15,400$1.2M0.05%
93HERC HLDGS INCHRI6,200$1.2M0.05%
94VANGUARD SCOTTSDALE FDS92206C7304,366$1.2M0.05%
95GATX CORPGATX7,512$1.2M0.05%
96MONDELEZ INTL INC60920710518,847$1.1M0.05%
97UNITED CMNTY BKS BLAIRSVLE GUNTCW34,558$1.1M0.05%
98WATTS WATER TECHNOLOGIES INCWTS5,400$1.1M0.05%
99SELECT SECTOR SPDR TR81369Y50612,869$1.1M0.05%
100SPDR SER TR78468R66311,899$1.1M0.05%
101DISNEY WALT CO2546871069,672$1.1M0.05%
102TESLA INCTSLA2,400$1.0M0.05%
103PACER FDS TR69374H10517,599$944,5390.04%
104NOVARTIS AGNVSEF9,458$920,5480.04%
105CONOCOPHILLIPSCOP9,428$915,3650.04%
106XYLEM INCXYL7,800$906,9840.04%
107EATON CORP PLCETN2,657$883,1340.04%
108SELECT SECTOR SPDR TR81369Y30811,169$875,3150.04%
109SELECT SECTOR SPDR TR81369Y88611,255$852,6790.04%
110ATLANTA BRAVES HLDGS INCBATRB20,976$845,3330.04%
111STATE STR CORPSTT-PG8,348$820,4420.04%
112UNITED RENTALS INCURI1,162$820,3610.04%
113SELECT SECTOR SPDR TR81369Y8033,467$812,9080.04%
114IDEX CORP45167R1043,700$772,6710.03%
115BLACKROCK INCBLK751$771,6450.03%
116ROYAL BK CDA7800871026,390$770,2510.03%
117VANGUARD WHITEHALL FDS9219464065,928$754,7530.03%
118ARCOSA INCACA7,500$729,4500.03%
119CHUBB LIMITEDCB2,646$728,7350.03%
120ISHARES TR4642871685,514$721,8700.03%
121CRESCENT ENERGY COMPANYCRGY48,396$699,8070.03%
122DIAGEO PLCDGEAF5,500$696,8500.03%
123ENPRO INCNPO4,000$689,2000.03%
124UNITED STATES CELLULAR CORPUNTCW11,000$684,4200.03%
125SELECT SECTOR SPDR TR81369Y8526,980$677,9960.03%
126NETFLIX INCNFLX742$668,1200.03%
127BRISTOL-MYERS SQUIBB COCELG-RI11,879$665,9620.03%
128VANGUARD INDEX FDS9229086292,515$664,4590.03%
129BANCO BILBAO VIZCAYA ARGENTABBVXF68,046$664,1290.03%
130YUM BRANDS INCYUM4,947$660,5480.03%
131CNH INDL N VN2094410958,118$651,5030.03%
132DIAMONDBACK ENERGY INCFANG4,040$650,3900.03%
133AMERICAN ELEC PWR CO INC0255371016,871$632,5630.03%
134REAVES UTIL INCOME FD75615810119,017$604,9310.03%
135PACCAR INCPCAR5,829$603,9430.03%
136VANGUARD INDEX FDS9229087361,430$592,2920.03%
137NATIONAL FUEL GAS CONFG9,700$591,2150.03%
138ISHARES SILVER TRSLV21,892$578,6060.03%
139VANECK ETF TRUST92189F6762,333$570,7920.03%
140FLOWSERVE CORPFLS9,850$566,1780.03%
141ENERGY TRANSFER L PET-PI28,875$565,0860.03%
142VANGUARD INDEX FDS9229087691,943$564,9310.03%
143GLOBAL PMTS INC37940X1025,058$560,5790.03%
144RYMAN HOSPITALITY PPTYS INC78377T1075,250$556,7630.03%
145MADISON SQUARE GRDN SPRT COR55825T1032,439$556,2630.03%
146ZIMMER BIOMET HOLDINGS INCZBH5,261$554,4960.02%
147PNC FINL SVCS GROUP INC6934751052,826$544,0900.02%
148MARTIN MARIETTA MATLS INC5732841061,035$538,4590.02%
149SONY GROUP CORPSNEJF25,265$535,8710.02%
150VANGUARD WORLD FD92204A702852$534,4970.02%
151GENERAL DYNAMICS CORPGD2,027$533,8720.02%
152STARBUCKS CORPSBUX5,870$531,7180.02%
153SALESFORCE INCCRM1,559$523,4190.02%
154VANGUARD SPECIALIZED FUNDS9219088442,444$478,5850.02%
155IRON MTN INC DEL46284V1014,531$469,8200.02%
156SCHWAB STRATEGIC TR80852477119,536$461,8320.02%
157ENTERGY CORP NEWENO6,092$461,4690.02%
158BOEING COBA-PA2,610$460,7290.02%
159KRAFT HEINZ COKHC14,962$454,2460.02%
160AUTOMATIC DATA PROCESSING INADP1,546$452,9420.02%
161NORFOLK SOUTHN CORP6558441081,923$448,9680.02%
162AMERICAN COASTAL INS CORPACIC33,497$444,8410.02%
163UNION PAC CORPUNP1,947$443,5080.02%
164J P MORGAN EXCHANGE TRADED F46641Q3327,496$434,4790.02%
165SIMON PPTY GROUP INC NEW8288061092,520$430,5370.02%
166CAPITAL ONE FINL CORP14040H1052,331$414,7550.02%
167DOMINION ENERGY INCD7,666$412,9680.02%
168SCHWAB STRATEGIC TR80852472214,380$408,5240.02%
169BOSTON SCIENTIFIC CORPBSX4,539$407,0580.02%
170MICRON TECHNOLOGY INCMU4,764$406,3830.02%
171TRINITY INDS INC89652210911,500$405,6050.02%
172ENTERPRISE PRODS PARTNERS L29379210712,869$401,5130.02%
173IDACORP INCIDA3,656$400,2960.02%
174FIRSTENERGY CORPFE9,950$394,4180.02%
175PHILLIPS 66PSX3,494$391,2630.02%
176KELLANOVABEKE4,826$390,0200.02%
177ISHARES TR4642873093,802$389,4010.02%
178ISHARES TR4642888106,630$387,5900.02%
179POST HLDGS INCPOST3,400$385,9340.02%
180NASDAQ INCNDAQ4,947$382,8980.02%
181GILEAD SCIENCES INCGILD4,139$380,8300.02%
182INVESCO EXCHANGE TRADED FD TIVZ9,113$366,8900.02%
183RENAISSANCERE HLDGS LTDRNR-PG1,450$360,7600.02%
184CLOROX CO DELCLX2,220$358,3530.02%
185GRIFFON CORPGFF5,000$355,2000.02%
186CHEMED CORP NEWCHE660$348,3680.02%
187PALANTIR TECHNOLOGIES INCPLTR4,419$341,0590.02%
188ITT INCITT2,402$341,0290.02%
189EVERSOURCE ENERGYES5,936$340,1330.02%
190XCEL ENERGY INCXELLL4,989$337,2070.02%
191AIR PRODS & CHEMS INCAIIR1,167$336,8230.02%
192VALMONT INDS INC9202531011,100$335,9290.02%
193KINDER MORGAN INC DELEP-PC12,220$334,3460.02%
194DOW INCDOW8,320$328,1470.01%
195OREILLY AUTOMOTIVE INC67103H107274$323,2990.01%
196CRANE NXT COCXT5,500$319,8250.01%
197HALLIBURTON COHAL11,843$319,2830.01%
198NEWMONT CORPNEMCL8,626$319,1620.01%
199MARATHON PETE CORPMARA2,350$318,6600.01%
200FORTUNE BRANDS INNOVATIONS IFBIN4,621$315,6150.01%
201AGNICO EAGLE MINES LTDAEM4,052$315,4490.01%
202NORTHERN TR CORPNTRSO3,066$315,0010.01%
203INTERNATIONAL PAPER CO4601461035,796$310,9560.01%
204ALLSTATE CORPALL-PJ1,599$307,8880.01%
205ISHARES TR4642875074,909$305,1930.01%
206ISHARES TR4642877625,171$300,7980.01%
207J P MORGAN EXCHANGE TRADED F46654Q2035,250$300,4580.01%
208SMUCKER J M CO8326964052,675$293,9080.01%
209MORGAN STANLEYMS-PQ2,281$286,8360.01%
210ISHARES TR4642888364,358$284,8180.01%
211AZZ INCAZZ3,500$284,6550.01%
212ALIBABA GROUP HLDG LTDBBAAY3,340$280,9950.01%
213INTEL CORPINTC14,003$277,5410.01%
214VANGUARD WORLD FD921910816797$276,3680.01%
215BLUE OWL CAPITAL CORPORATIONOWL17,826$276,1240.01%
216TEGNA INC87901J10515,000$275,1000.01%
217NUCOR CORPNUE2,300$266,4820.01%
218APPLIED MATLS INC0382221051,598$261,4770.01%
219VANGUARD INDEX FDS9229087441,542$260,5060.01%
220VANGUARD WORLD FD92204A3062,167$259,2820.01%
221REGENERON PHARMACEUTICALSREGN368$258,5540.01%
222PPG INDS INC6935061072,169$258,3070.01%
223SENSIENT TECHNOLOGIES CORPSXT3,600$255,6000.01%
224COINBASE GLOBAL INCCOIN1,000$255,5600.01%
225PIMCO ETF TR72201R8332,492$250,9200.01%
226INGERSOLL RAND INCIR2,741$248,1370.01%
227ENERGIZER HLDGS INC NEWENR7,000$244,0900.01%
228ROSS STORES INCROST1,606$243,3090.01%
229TRIUMPH FINANCIAL INCTFIN-P2,644$241,0010.01%
230INTUITIVE SURGICAL INCISRG457$240,8210.01%
231LOWES COS INC548661107968$238,8350.01%
232ISHARES TR464287101820$238,1610.01%
233J P MORGAN EXCHANGE TRADED F46641Q3992,227$236,8080.01%
234SCHLUMBERGER LTDSLB6,206$234,6370.01%
235EDGEWELL PERS CARE CO28035Q1027,000$234,5000.01%
236ISHARES TR4642878042,026$232,9830.01%
237TECK RESOURCES LTDTCKRF5,700$229,9380.01%
238CONAGRA BRANDS INCCAG8,335$229,5460.01%
239AMGEN INCAMGN853$221,1040.01%
240AMEREN CORPAEE2,460$220,4660.01%
241VANGUARD WORLD FD92204A4051,865$220,1750.01%
242SCHWAB STRATEGIC TR8085242019,378$218,2270.01%
243VANGUARD INDEX FDS922908538842$214,8070.01%
244SHELL PLCRYDAF3,468$214,2710.01%
245SCHWAB STRATEGIC TR8085247977,795$212,2700.01%
246CAMPBELL SOUP COCPB5,103$211,3800.01%
247VANGUARD INDEX FDS922908751874$209,8440.01%
248MICROCHIP TECHNOLOGY INC.MCHPP3,653$208,6600.01%
249SOUTHERN STS BANCSHARES INCSOMN6,182$206,6650.01%
250THERMO FISHER SCIENTIFIC INCTMO396$205,5170.01%
251SMARTFINANCIAL INCSMBK6,499$202,3790.01%
252CONSTELLATION BRANDS INCSTZ917$201,4660.01%
253PROASSURANCE CORPPRA12,614$196,0280.01%
254MEDICAL PPTYS TRUST INC58463J30433,256$123,7140.01%
255PERMIAN BASIN RTY TR71423610610,816$118,4360.01%
256PARAMOUNT GLOBAL92556H20611,102$114,7950.01%
257AMBEV SAABEV44,191$81,7540.00%
258GRAFTECH INTL LTD38431350834,243$59,2410.00%
259BITFARMS LTDBITF32,740$50,4200.00%
260WESTWATER RES INCWWR22,954$19,6950.00%
261BP PRUDHOE BAY RTY TRBPPFF33,759$18,5680.00%
262ARGO BLOCKCHAIN PLCARBK12,309$7,5830.00%
263AMPCO-PITTSBURG CORPAP12,000$1,5000.00%