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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
54
6
5
1
2
0
30
6
3
WELCH GROUP LLC

Time Period2019-06-30

Total Holdings143

Total Value ($x1000)937,040
Activities
New8

Increased53

Unchanged31

Decreased51

Sold Out8

Top 10 Stock Holdingstotal 33.53%
MSFT3.76

CINF3.52

SO3.41

LMT3.33

MCD3.29

 
HD3.27

PG3.25

AJG3.25

NVS3.23

NEE3.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.76%
COM
CINF
3.52%
COM
SO
3.41%
COM
LMT
3.33%
COM
MCD
3.29%
COM
HD
3.27%
COM
PG
3.25%
COM
AJG
3.25%
COM
NVS
3.23%
SPONSORED ADR
NEE
3.22%
COM
PEP
3.19%
COM
CVX
3.16%
COM
KMB
3.14%
COM
PAYX
3.11%
COM
GIS
3.02%
COM
JNJ
2.99%
COM
T
2.95%
COM
ED
2.94%
COM
VZ
2.93%
COM
XOM
2.91%
COM
CL
2.91%
COM
UTX
2.91%
COM
INTC
2.81%
COM
IBM
2.76%
COM
EMR
2.74%
COM
UL
2.68%
SPON ADR NEW
LEG
2.55%
COM
ABBV
2.48%
COM
MMM
2.45%
COM
RDS/B
1.97%
SPON ADR B
SFBS
0.87%
COM
RDS/A
0.82%
SPONS ADR A
SPY
0.65%
TR UNIT
AAPL
0.53%
COM
KO
0.44%
COM
TMK
0.35%
COM
UN
0.3%
N Y SHS NEW
PFE
0.25%
COM
JPM
0.23%
COM
SNV
0.23%
COM
CSCO
0.23%
COM
BERKSHIR...
0.2%
COMMON
BAC
0.2%
COM
CAT
0.18%
COM
VMC
0.15%
COM
PRA
0.15%
COM
ABT
0.14%
COM
EPD
0.13%
COM
GOOGL
0.12%
CL A
DIS
0.12%
COM DISNEY
V
0.11%
COM CL A
AMZN
0.11%
COM
USB
0.1%
COM NEW
PRF
0.1%
FTSE RAFI 1000
KMI
0.1%
COM
IVV
0.1%
CORE S&P500 ETF
DUKE ENE...
0.09%
COMMON
MERCK & ...
0.09%
COMMON
NOC
0.09%
COM
FANG
0.09%
COM
SYK
0.08%
COM
YUM
0.08%
COM
STREETTR...
0.08%
COMMON
OKE
0.08%
COM
DE
0.07%
COM
RF
0.07%
COM
DEO
0.07%
SPON ADR NEW
BP
0.06%
SPONSORED ADR
NVDA
0.06%
COM
GS
0.05%
COM
XEL
0.05%
COM
MA
0.05%
CL A
AXP
0.05%
COM
BMY
0.05%
COM
D
0.05%
COM
TGT
0.05%
COM
ETR
0.05%
COM
AEP
0.05%
COM
BBT
0.05%
COM
SLB
0.04%
COM
ORCL
0.04%
COM
BBVA
0.04%
SPONSORED ADR
PRFZ
0.04%
FTSE US1500 SM
DG
0.04%
COM
PM
0.04%
COM
SHW
0.04%
COM
GILD
0.04%
COM
NSC
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
WMT
0.04%
COM
TJX
0.04%
COM
ACCENTUR...
0.03%
COMMON
ROST
0.03%
COM
ADP
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
PPG
0.03%
COM
GOOG
0.03%
CL C
WFC
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
EFA
0.03%
MSCI EAFE ETF
SLV
0.03%
ISHARES
BAX
0.03%
COM
RNR
0.03%
COM
YUMC
0.03%
COM
K
0.02%
COM
AMGN
0.02%
COM
W P CARE...
0.02%
COMMON
FB
0.02%
CL A
LLY
0.02%
COM
COP
0.02%
COM
SMBK
0.02%
COM NEW
FISV
0.02%
COM
MDT
0.02%
COM
HON
0.02%
COM
TXN
0.02%
COM
STZ
0.02%
CL A
MPW
0.02%
COM
VTI
0.02%
TOTAL STK MKT
CMCSA
0.02%
CL A
MO
0.02%
COM
MU
0.02%
COM
COF
0.02%
COM
ALB
0.02%
COM
RY
0.02%
COM
STI
0.02%
COM
TIF
0.02%
COM
PSX
0.01%
COM
PXH
0.01%
FTSE RAFI EMNG
SMITH & ...
0.01%
COMMON
PDN
0.01%
EX US SML PORT
BA
0.01%
COM
MMP
0.01%
COM UNIT RP LP
GE
0.01%
COM
RBNC
0.01%
COM
NUE
0.01%
COM
EXC
0.01%
COM
SBUX
0.01%
COM
ADM
0.01%
COM
FBHS
0.01%
COM
APD
0.01%
COM
CLX
0.01%
COM
IVANHOE ...
< 0.01%
COMMON
TRIAD GU...
< 0.01%
COMMON
WBA
0.04%
COM
ALPHABET...
0.03%
COMMON
DWDP
0.03%
COM
CME
0.03%
COM
GTN
0.02%
COM
MAA
0.02%
COM
HUTTON T...
0.01%
COMMON
LOW
0.01%
COM