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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 Q2 2024 · Filed July 17, 2024 · Accession 0001842787-24-000004

Total Value
$2.08B
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT201,022$89.8M4.32%
2SERVISFIRST BANCSHARES INCSFBS1,255,498$79.3M3.81%
3APPLE INCAAPL366,000$77.1M3.70%
4QUALCOMM INCQCOM342,098$68.1M3.27%
5JPMORGAN CHASE & COVYLD309,063$62.5M3.00%
6GALLAGHER ARTHUR J & CO363576109238,639$61.9M2.97%
7ABBVIE INCABBV359,639$61.7M2.96%
8SOUTHERN COSOMN789,281$61.2M2.94%
9COLGATE PALMOLIVE COCL624,865$60.6M2.91%
10EXXON MOBIL CORPXOM511,611$58.9M2.83%
11CHEVRON CORP NEWCVX376,006$58.8M2.83%
12HOME DEPOT INCHD168,397$58.0M2.79%
13NEXTERA ENERGY INCNEE-PW808,100$57.2M2.75%
14INTERNATIONAL BUSINESS MACHSINTR324,188$56.1M2.69%
15RTX CORPORATIONRTX545,247$54.7M2.63%
16LOCKHEED MARTIN CORPLMT116,764$54.5M2.62%
17PROCTER AND GAMBLE CO742718109320,880$52.9M2.54%
18EMERSON ELEC COEMR478,434$52.7M2.53%
19PEPSICO INCPEP305,650$50.4M2.42%
20JOHNSON & JOHNSONJNJ337,096$49.3M2.37%
21MCDONALDS CORPMCD192,099$49.0M2.35%
22CINCINNATI FINL CORP172062101412,758$48.7M2.34%
23KIMBERLY-CLARK CORPKMB348,891$48.2M2.32%
24UNILEVER PLCUNLYF865,256$47.6M2.29%
25PAYCHEX INCPAYX401,151$47.6M2.29%
26TRUIST FINL CORP89832Q1091,222,780$47.5M2.28%
27TEXAS INSTRS INC882508104231,357$45.0M2.16%
28CONSOLIDATED EDISON INCED495,320$44.3M2.13%
29VERIZON COMMUNICATIONS INCVZ1,064,637$43.9M2.11%
30PFIZER INCPFE1,560,118$43.7M2.10%
31GENERAL MLS INC370334104676,543$42.8M2.06%
32NVIDIA CORPORATIONNVDA194,562$24.0M1.15%
33COCA COLA COKO240,736$15.3M0.74%
34CATERPILLAR INCCAT35,660$11.9M0.57%
35AMAZON COM INCAMZN53,035$10.2M0.49%
36ALPHABET INCGOOG53,369$9.7M0.47%
37ISHARES TR46428720017,590$9.6M0.46%
38DEERE & CODE22,890$8.6M0.41%
39ORACLE CORPORCL-PD59,126$8.3M0.40%
40VISA INCV28,789$7.6M0.36%
41AFLAC INCAFL83,851$7.5M0.36%
42ADVANCED MICRO DEVICES INCAMD43,337$7.0M0.34%
43VULCAN MATLS CO92916010928,247$7.0M0.34%
44TJX COS INC NEW87254010963,019$6.9M0.33%
45GOLDMAN SACHS GROUP INCGSCE15,116$6.8M0.33%
46BLACKSTONE INCBX54,243$6.7M0.32%
47META PLATFORMS INCMETA13,212$6.7M0.32%
48ABBOTT LABSABLZF60,571$6.3M0.30%
49CISCO SYS INCCSCO129,315$6.1M0.30%
50STRYKER CORPORATIONSYK17,821$6.1M0.29%
51MASTERCARD INCORPORATEDMA13,323$5.9M0.28%
52SHERWIN WILLIAMS COSHW19,472$5.8M0.28%
53ELI LILLY & COLLY6,339$5.7M0.28%
54TARGET CORPTGT37,741$5.6M0.27%
55CARRIER GLOBAL CORPORATIONCARR84,512$5.3M0.26%
56ACCENTURE PLC IRELANDACN17,285$5.2M0.25%
57DOLLAR GEN CORP NEW25667710535,309$4.7M0.22%
58VANGUARD INDEX FDS9229083638,427$4.2M0.20%
59GLOBE LIFE INCGL-PD48,818$4.0M0.19%
60AMERICAN EXPRESS COAXP16,842$3.9M0.19%
61MERCK & CO INCMRK30,654$3.8M0.18%
62SYNOVUS FINL CORP87161C50177,980$3.1M0.15%
63WALMART INCWMT43,992$3.0M0.14%
64REGIONS FINANCIAL CORP NEWRF-PF130,181$2.6M0.13%
65ALPHABET INCGOOG12,140$2.2M0.11%
66PHILIP MORRIS INTL INC71817210921,567$2.2M0.11%
67GRACO INCGGG23,791$1.9M0.09%
68ALTRIA GROUP INCMO40,925$1.9M0.09%
69GENUINE PARTS COGPC13,091$1.8M0.09%
70BANK AMERICA CORP06050510442,621$1.7M0.08%
71REPUBLIC SVCS INC7607591008,609$1.7M0.08%
72AT&T INCT-PC84,634$1.6M0.08%
73CRANE COMPANYCR11,000$1.6M0.08%
74AON PLCAON5,272$1.5M0.07%
75HONEYWELL INTL INC4385161067,032$1.5M0.07%
76COSTCO WHSL CORP NEW22160K1051,736$1.5M0.07%
77SPDR GOLD TRGLD6,812$1.5M0.07%
78WASTE MGMT INC DEL94106L1096,788$1.4M0.07%
79TEXTRON INCTXT15,400$1.3M0.06%
80MODINE MFG CO60782810013,000$1.3M0.06%
81SELECT SECTOR SPDR TR81369Y2098,860$1.3M0.06%
82WELLS FARGO CO NEW94974610121,166$1.3M0.06%
83MUELLER INDS INC62475610222,000$1.3M0.06%
84MONDELEZ INTL INC60920710518,988$1.2M0.06%
85SPDR S&P 500 ETF TRSPY2,278$1.2M0.06%
86DUKE ENERGY CORP NEWDUKB12,336$1.2M0.06%
87NORTHROP GRUMMAN CORPNOC2,770$1.2M0.06%
88DISNEY WALT CO25468710611,606$1.2M0.06%
89ISHARES TR46428745714,020$1.1M0.06%
90WELLTOWER INCWELL10,700$1.1M0.05%
91CONOCOPHILLIPSCOP9,554$1.1M0.05%
92NOVARTIS AGNVSEF10,226$1.1M0.05%
93VANGUARD SCOTTSDALE FDS92206C7304,366$1.1M0.05%
94SPDR SER TR78468R66311,588$1.1M0.05%
95XYLEM INCXYL7,800$1.1M0.05%
96PACER FDS TR69374H10520,607$1.0M0.05%
97SELECT SECTOR SPDR TR81369Y50611,135$1.0M0.05%
98BANK NEW YORK MELLON CORP06405810016,936$1.0M0.05%
99GATX CORPGATX7,512$994,2370.05%
100WATTS WATER TECHNOLOGIES INCWTS5,400$990,1980.05%
101ONEOK INC NEWOKE12,069$984,2270.05%
102UNITED CMNTY BKS BLAIRSVLE GUNTCW37,714$960,1990.05%
103INVESCO QQQ TRIVZ1,985$950,9310.05%
104EATON CORP PLCETN2,805$879,5080.04%
105ATLANTA BRAVES HLDGS INCBATRB20,976$866,9390.04%
106HERC HLDGS INCHRI6,082$810,6700.04%
107VANGUARD INDEX FDS9229087362,099$785,0470.04%
108GLOBAL PMTS INC37940X1027,977$771,3760.04%
109SMUCKER J M CO8326964057,073$771,2870.04%
110SELECT SECTOR SPDR TR81369Y8033,366$761,4910.04%
111UNITED RENTALS INCURI1,162$751,5010.04%
112IDEX CORP45167R1043,700$744,4400.04%
113VANGUARD WHITEHALL FDS9219464065,928$703,0610.03%
114DIAGEO PLCDGEAF5,500$693,4400.03%
115INTEL CORPINTC22,377$693,0030.03%
116BANCO BILBAO VIZCAYA ARGENTABBVXF68,046$682,5020.03%
117ROYAL BK CDA7800871026,390$679,7690.03%
118BRISTOL-MYERS SQUIBB COCELG-RI16,337$678,4670.03%
119CHUBB LIMITEDCB2,646$674,9420.03%
120DIAMONDBACK ENERGY INCFANG3,283$657,2620.03%
121YUM BRANDS INCYUM4,958$656,7780.03%
122ARCOSA INCACA7,500$625,5750.03%
123VANGUARD INDEX FDS9229086292,555$618,6820.03%
124STATE STR CORPSTT-PG8,348$617,7520.03%
125MICRON TECHNOLOGY INCMU4,697$617,7360.03%
126UNITED STATES CELLULAR CORPUNTCW11,000$614,0200.03%
127VANECK ETF TRUST92189F6762,333$608,2140.03%
128AMERICAN ELEC PWR CO INC0255371016,843$600,3800.03%
129PACCAR INCPCAR5,829$600,0380.03%
130CNH INDL N VN2094410958,118$588,7360.03%
131ENPRO INCNPO4,000$582,2800.03%
132ZIMMER BIOMET HOLDINGS INCZBH5,315$576,7970.03%
133CRESCENT ENERGY COMPANYCRGY48,396$573,4930.03%
134SELECT SECTOR SPDR TR81369Y3087,429$568,9130.03%
135PHILLIPS 66PSX3,961$559,1270.03%
136MARTIN MARIETTA MATLS INC5732841061,020$552,6360.03%
137VANGUARD INDEX FDS9229087691,968$526,4930.03%
138NATIONAL FUEL GAS CONFG9,700$525,6430.03%
139RYMAN HOSPITALITY PPTYS INC78377T1075,250$524,2650.03%
140REAVES UTIL INCOME FD75615810119,017$519,5450.02%
141BLACKROCK INCBLK652$513,3680.02%
142ISHARES SILVER TRSLV19,164$509,1880.02%
143GENERAL DYNAMICS CORPGD1,729$501,6530.02%
144VANGUARD WORLD FD92204A702863$497,6160.02%
145KRAFT HEINZ COKHC14,913$480,5030.02%
146BOEING COBA-PA2,619$476,6160.02%
147FLOWSERVE CORPFLS9,850$473,7850.02%
148VANGUARD SPECIALIZED FUNDS9219088442,544$464,3940.02%
149MADISON SQUARE GRDN SPRT COR55825T1032,439$458,8500.02%
150INVESCO EXCHANGE TRADED FD TIVZ11,979$454,6040.02%
151NETFLIX INCNFLX665$448,7960.02%
152MARATHON PETE CORPMARA2,549$442,2010.02%
153PNC FINL SVCS GROUP INC6934751052,826$439,3870.02%
154SCHWAB STRATEGIC TR8085247716,512$436,1740.02%
155HALLIBURTON COHAL12,839$433,7040.02%
156DOMINION ENERGY INCD8,778$430,1220.02%
157SONY GROUP CORPSNEJF5,000$424,7500.02%
158AUTOMATIC DATA PROCESSING INADP1,709$407,9220.02%
159IRON MTN INC DEL46284V1014,531$406,0690.02%
160NORFOLK SOUTHN CORP6558441081,891$405,9260.02%
161TESLA INCTSLA1,990$393,7850.02%
162ISHARES TR4642871683,251$393,3520.02%
163SIMON PPTY GROUP INC NEW8288061092,515$381,7480.02%
164FIRSTENERGY CORPFE9,855$377,1340.02%
165SCHWAB STRATEGIC TR8085247227,190$376,2730.02%
166ENTERPRISE PRODS PARTNERS L29379210712,931$374,7530.02%
167ISHARES TR4642888106,630$371,5460.02%
168STARBUCKS CORPSBUX4,769$371,2530.02%
169DOW INCDOW6,929$367,5780.02%
170NUCOR CORPNUE2,299$363,4910.02%
171NEWMONT CORPNEMCL8,622$361,0040.02%
172CHEMED CORP NEWCHE660$358,1030.02%
173POST HLDGS INCPOST3,400$354,1440.02%
174UNION PAC CORPUNP1,563$353,6450.02%
175AMERICAN COASTAL INS CORPACIC33,497$353,3940.02%
176ISHARES TR4642873093,802$351,8380.02%
177TRINITY INDS INC89652210911,500$344,0800.02%
178IDACORP INCIDA3,656$340,5570.02%
179CRANE NXT COCXT5,500$337,8100.02%
180EVERSOURCE ENERGYES5,936$336,6310.02%
181MICROCHIP TECHNOLOGY INC.MCHPP3,653$334,2500.02%
182RENAISSANCERE HLDGS LTDRNR-PG1,450$324,0900.02%
183CAPITAL ONE FINL CORP14040H1052,327$322,1740.02%
184FOX CORPFOX10,000$320,2000.02%
185ENTERGY CORP NEWENO2,991$320,0370.02%
186GRIFFON CORPGFF5,000$319,3000.02%
187SCHWAB CHARLES CORPSCHW-PJ4,275$315,0460.02%
188ITT INCITT2,402$310,2400.01%
189SOUTHERN STS BANCSHARES INCSOMN11,182$303,4800.01%
190CLOROX CO DELCLX2,220$302,9640.01%
191VALMONT INDS INC9202531011,100$301,8950.01%
192AIR PRODS & CHEMS INCAIIR1,167$301,0740.01%
193DEVON ENERGY CORP NEW25179M1036,333$300,1610.01%
194FORTUNE BRANDS INNOVATIONS IFBIN4,621$300,0880.01%
195PARAMOUNT GLOBAL92556H10716,223$298,1790.01%
196NASDAQ INCNDAQ4,947$298,1070.01%
197ANNALY CAPITAL MANAGEMENT INNLY-PJ15,627$297,8570.01%
198ISHARES TR4642875074,903$286,9240.01%
199GILEAD SCIENCES INCGILD4,136$283,7710.01%
200EDGEWELL PERS CARE CO28035Q1027,000$281,3300.01%
201KELLANOVABEKE4,826$278,3520.01%
202VANGUARD WORLD FD92204A3062,167$276,4450.01%
203APA CORPORATIONAPA9,354$275,3820.01%
204PPG INDS INC6935061072,169$273,0560.01%
205TECK RESOURCES LTDTCKRF5,700$273,0300.01%
206AZZ INCAZZ3,500$270,3750.01%
207SENSIENT TECHNOLOGIES CORPSXT3,600$267,0840.01%
208AMGEN INCAMGN852$266,1050.01%
209AGNICO EAGLE MINES LTDAEM4,052$265,0010.01%
210NORTHERN TR CORPNTRSO3,066$257,4830.01%
211KINDER MORGAN INC DELEP-PC12,907$256,4720.01%
212ARCHER DANIELS MIDLAND COADM4,229$255,6540.01%
213APPLIED MATLS INC0382221051,074$253,5230.01%
214PATTERSON COS INC70339510310,500$253,2600.01%
215VANGUARD INDEX FDS9229087441,568$251,5230.01%
216INTERNATIONAL PAPER CO4601461035,796$250,0980.01%
217COMCAST CORP NEWCCZ6,375$249,6450.01%
218SCHLUMBERGER LTDSLB5,280$249,0960.01%
219SHELL PLCRYDAF3,407$245,9380.01%
220INGERSOLL RAND INCIR2,682$243,6550.01%
221ALIBABA GROUP HLDG LTDBBAAY3,310$238,3200.01%
222CONAGRA BRANDS INCCAG8,335$236,8810.01%
223CONSTELLATION BRANDS INCSTZ917$235,9700.01%
224XCEL ENERGY INCXELLL4,400$235,0040.01%
225VANGUARD WORLD FD921910816747$234,7170.01%
226CAMPBELL SOUP COCPB5,102$230,5640.01%
227DANA INCDAN19,000$230,2800.01%
228EDWARDS LIFESCIENCES CORPEW2,453$226,5840.01%
229LAM RESEARCH CORPLRCX213$226,4330.01%
230SALESFORCE INCCRM878$225,7340.01%
231SMITH A O CORPAOS2,754$225,2230.01%
232COINBASE GLOBAL INCCOIN1,000$222,2300.01%
233REGENERON PHARMACEUTICALSREGN210$220,7590.01%
234BROWN FORMAN CORPBF-B5,000$220,6500.01%
235J P MORGAN EXCHANGE TRADED F46641Q3992,227$218,4720.01%
236ISHARES TR464287101820$216,7260.01%
237TRIUMPH FINANCIAL INCTFIN-P2,644$216,1470.01%
238ISHARES TR4642878042,025$216,0360.01%
239WHIRLPOOL CORPWHR-PA2,100$214,6200.01%
240THERMO FISHER SCIENTIFIC INCTMO384$212,4120.01%
241MORGAN STANLEYMS-PQ2,179$211,7780.01%
242MGM RESORTS INTERNATIONALMGM4,750$211,0900.01%
243OREILLY AUTOMOTIVE INC67103H107198$209,1000.01%
244TEGNA INC87901J10515,000$209,1000.01%
245ENERGIZER HLDGS INC NEWENR7,000$206,7800.01%
246SCHWAB STRATEGIC TR8085242013,209$206,1790.01%
247BOSTON SCIENTIFIC CORPBSX2,657$204,6160.01%
248FORD MTR CO DEL34537086015,882$199,1630.01%
249LIBERTY GLOBAL LTDLBTYK10,000$174,3000.01%
250RIVIAN AUTOMOTIVE INCRIVN11,116$149,1770.01%
251PROASSURANCE CORPPRA11,960$146,1560.01%
252PARAMOUNT GLOBAL92556H20612,102$125,7400.01%
253PERMIAN BASIN RTY TR71423610610,816$121,3560.01%
254WRAP TECHNOLOGIES INCWRAP51,253$102,5060.00%
255VODAFONE GROUP PLC NEW92857W30810,307$91,4240.00%
256AMBEV SAABEV44,191$90,5920.00%
257WARNER BROS DISCOVERY INCWBD11,334$84,3250.00%
258BITFARMS LTDBITF32,740$84,1420.00%
259MEDICAL PPTYS TRUST INC58463J30418,696$80,5800.00%
260LEXARIA BIOSCIENCE CORPLEXX24,000$66,7200.00%
261GRUPO TELEVISA S A BGRPFF20,000$55,4000.00%
262BP PRUDHOE BAY RTY TRBPPFF21,059$52,2270.00%
263GRAFTECH INTL LTD38431350834,243$33,2160.00%
264ARGO BLOCKCHAIN PLCARBK12,309$14,1560.00%
265WESTWATER RES INCWWR22,954$11,0570.00%
266AMPCO-PITTSBURG CORPAP12,356$9,5150.00%
267AMPCO-PITTSBURG CORPAP12,000$6000.00%