Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
5
5
1
2
1
29
6
2
WELCH GROUP LLC

Time Period2019-03-31

Total Holdings143

Total Value ($x1000)908,395
Activities
New7

Increased75

Unchanged34

Decreased27

Sold Out8

Top 10 Stock Holdingstotal 32.58%
MSFT3.61

SO3.34

PG3.34

PAYX3.25

INTC3.24

 
NEE3.18

CVX3.18

MCD3.18

VZ3.13

PEP3.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.61%
COM
SO
3.34%
COM
PG
3.34%
COM
PAYX
3.25%
COM
INTC
3.24%
COM
NEE
3.18%
COM
CVX
3.18%
COM
MCD
3.18%
COM
VZ
3.13%
COM
PEP
3.13%
COM
JNJ
3.12%
COM
CINF
3.11%
COM
NVS
3.11%
SPONSORED ADR
HD
3.08%
COM
GIS
3.08%
COM
AJG
3.06%
COM
XOM
3.06%
COM
KMB
3.01%
COM
UTX
2.95%
COM
ED
2.93%
COM
MMM
2.86%
COM
CL
2.83%
COM
LMT
2.82%
COM
EMR
2.8%
COM
IBM
2.79%
COM
LEG
2.75%
COM
T
2.72%
COM
ABBV
2.64%
COM
UL
2.58%
SPON ADR NEW
RDS/B
1.88%
SPON ADR B
SFBS
0.88%
COM
RDS/A
0.82%
SPONS ADR A
SPY
0.78%
TR UNIT
AAPL
0.51%
COM
KO
0.47%
COM
CSCO
0.37%
COM
TMK
0.34%
COM
UN
0.3%
N Y SHS NEW
PFE
0.28%
COM
SNV
0.24%
COM
JPM
0.21%
COM
BAC
0.19%
COM
BERKSHIR...
0.18%
COMMON
ABT
0.17%
COM
PRA
0.17%
COM
CAT
0.17%
COM
EPD
0.14%
COM
VMC
0.13%
COM
GOOGL
0.13%
CL A
PRF
0.11%
FTSE RAFI 1000
IVV
0.1%
CORE S&P500 ETF
AMZN
0.1%
COM
V
0.1%
COM CL A
KMI
0.1%
COM
MERCK & ...
0.09%
COMMON
FANG
0.08%
COM
SYK
0.08%
COM
OKE
0.08%
COM
USB
0.08%
COM NEW
RF
0.08%
COM
NOC
0.08%
COM
STREETTR...
0.07%
COMMON
DE
0.07%
COM
BP
0.07%
SPONSORED ADR
YUM
0.07%
COM
DEO
0.07%
SPON ADR NEW
DUKE ENE...
0.06%
COMMON
GILD
0.06%
COM
NVDA
0.06%
COM
WMT
0.06%
COM
BMY
0.06%
COM
PSX
0.06%
COM
XEL
0.05%
COM
AEP
0.05%
COM
D
0.05%
COM
GS
0.05%
COM
PM
0.05%
COM
SLB
0.05%
COM
MA
0.05%
CL A
ETR
0.05%
COM
AXP
0.05%
COM
TGT
0.04%
COM
PRFZ
0.04%
FTSE US1500 SM
DIS
0.04%
COM DISNEY
BBT
0.04%
COM
ORCL
0.04%
COM
WBA
0.04%
COM
SHW
0.04%
COM
DG
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
TJX
0.03%
COM
ALPHABET...
0.03%
COMMON
NSC
0.03%
COM
ACCENTUR...
0.03%
COMMON
DVY
0.03%
SELECT DIVID ETF
ADP
0.03%
COM
ROST
0.03%
COM
PPG
0.03%
COM
WFC
0.03%
COM
DWDP
0.03%
COM
CME
0.03%
COM
EFA
0.03%
MSCI EAFE ETF
MO
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
SLV
0.03%
ISHARES
BBVA
0.03%
SPONSORED ADR
BAX
0.03%
COM
AMGN
0.03%
COM
MU
0.03%
COM
YUMC
0.03%
COM
VTI
0.03%
TOTAL STK MKT
LLY
0.03%
COM
K
0.03%
COM
W P CARE...
0.02%
COMMON
GTN
0.02%
COM
RNR
0.02%
COM
FB
0.02%
CL A
ALB
0.02%
COM
COP
0.02%
COM
FISV
0.02%
COM
SMBK
0.02%
COM NEW
TIF
0.02%
COM
MDT
0.02%
COM
HON
0.02%
COM
CMCSA
0.02%
CL A
TXN
0.02%
COM
STZ
0.02%
CL A
STI
0.02%
COM
RY
0.02%
COM
COF
0.02%
COM
MAA
0.02%
COM
HUTTON T...
0.01%
COMMON
NUE
0.01%
COM
EXC
0.01%
COM
PDN
0.01%
EX US SML PORT
SMITH & ...
0.01%
COMMON
BA
0.01%
COM
ADM
0.01%
COM
MMP
0.01%
COM UNIT RP LP
MPW
0.01%
COM
LOW
0.01%
COM
IVANHOE ...
< 0.01%
COMMON
TRIAD GU...
< 0.01%
COMMON
KHC
0.04%
COM
GOOG
0.03%
CL C
CSX
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
XLK
0.01%
TECHNOLOGY
UNH
0.01%
COM
SCHX
0.01%
US LRG CAP ETF
BIOCORRX...
< 0.01%
COMMON