Welch Group, LLC
Top Portfolio Positions
248 positions ·
$2,585,849,604 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
375,212 | $95,225,053 | 3.68% | |
| RTX |
RTX Corp
Industrials
|
463,345 | $89,379,250 | 3.46% | |
| CVX |
Chevron Corp
Energy
|
430,312 | $89,031,552 | 3.44% | |
| XOM |
Exxon Mobil Corp
Energy
|
524,383 | $88,966,819 | 3.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
359,007 | $87,755,671 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
277,004 | $81,483,496 | 3.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
365,933 | $79,586,768 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
214,123 | $79,261,910 | 3.07% | |
| NEE |
Nextera Energy Inc
Utilities
|
852,934 | $79,220,509 | 3.06% | |
| LMT |
Lockheed Martin Corp
Industrials
|
126,656 | $76,549,619 | 2.96% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $774,955 | 19,729 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $721,686 | 19,729 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $841,092 | 21,229 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $814,050 | 22,500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $618,813 | 19,017 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $602,648 | 19,017 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $623,947 | 19,017 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $519,544 | 19,017 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $512,698 | 19,017 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $535,254 | 20,017 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $493,419 | 20,017 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $539,022 | 19,658 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $557,894 | 19,658 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $555,731 | 19,658 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $461,091 | 16,927 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $493,768 | 15,928 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $504,445 | 14,592 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $430,465 | 12,257 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $335,695 | 10,244 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $351,471 | 10,244 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $343,174 | 10,244 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $210,544 | 6,421 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $200,913 | 6,421 | Shares | Sole | 2020-10-28 | |
| 2020-03-31 | $184,603 | 6,421 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||