13F Filings History of Welch Investments, LLC

Latest 13F report
Q4 2017 - 30 Jan 2018
Value $
$157,493,000
Signature - Title
Greg Weyandt - CHIEF COMPLIANCE OFFICER
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Welch Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Welch Investments, LLC reported 54 stock holdings with total value $157,493,000 as of Q4 2017. Top holdings included ABBV, HD, EMR, INTC, and SO.

Notify me when Welch Investments, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2017 54 $157,493,000 +$4,349,024 -$1,089,198 +$3,259,826 ABBV, HD, EMR, INTC, SO 13F-HR 30 Jan 2018, 15:39
Q3 2017 50 $145,074,000 +$10,667,017 -$4,813,112 +$5,853,905 ABBV, SO, HD, MCD, UL 13F-HR 07 Nov 2017, 12:30
Q2 2017 44 $134,542,000 +$6,507,214 -$153,196 +$6,354,018 MCD, SO, ABBV, UL, JNJ 13F-HR 27 Jul 2017, 17:37
Q1 2017 44 $126,120,000 +$8,052,103 -$366,780 +$7,685,323 SO, UL, AJG, HD, DD 13F-HR 01 May 2017, 12:31
Q4 2016 44 $114,360,000 $0 $0 $0 SO, CVX, PAYX, T, AJG 13F-HR 09 Feb 2017, 18:47