| The Welch Group LLC |
| CRD # | 111273 |
| SEC # | 801-56254 |
| CIK # | 0001443095 |
| AUM | $1.4 BB |
| Employees | 15 |
| Phone | 205-879-5001 |
| Address | 3940 Montclair Rd Fifth Floor
Birmingham, AL 35213 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
ABBV |
115,170.0 |
23.6 |
|
HD |
206,070.0 |
22.6 |
|
CVX |
234,890.0 |
22.4 |
|
INTC |
239,910.0 |
22.1 |
|
MCD |
138,580.0 |
20.6 |
|
MMM |
119,250.0 |
20.3 |
|
JNJ |
369,000.0 |
20.3 |
|
MSFT |
865,660.0 |
20.2 |
|
EMR |
41,450.0 |
19.6 |
|
NEE |
90,610.0 |
19.5 |
|
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[{"dt": "2014-02-07", "sector": "Basic Industries", "value": 0.026893}, {"dt": "2014-02-07", "sector": "Capital Goods", "value": 0.031051}, {"dt": "2014-02-07", "sector": "Consumer Durables", "value": 0.022625}, {"dt": "2014-02-07", "sector": "Consumer Non-Durables", "value": 0.042622}, {"dt": "2014-02-07", "sector": "Consumer Services", "value": 0.040195}, {"dt": "2014-02-07", "sector": "Energy", "value": 0.057027}, {"dt": "2014-02-07", "sector": "Exchange-Traded Fund", "value": 0.015099}, {"dt": "2014-02-07", "sector": "Finance", "value": 0.03237}, {"dt": "2014-02-07", "sector": "Health Care", "value": 0.054705}, {"dt": "2014-02-07", "sector": "Miscellaneous", "value": 0.000401}, {"dt": "2014-02-07", "sector": "n/a", "value": 0}, {"dt": "2014-02-07", "sector": "Public Utilities", "value": 0.047753}, {"dt": "2014-02-07", "sector": "Technology", "value": 0.014679}, {"dt": "2014-02-07", "sector": "Transportation", "value": 0.000236}, {"dt": "2015-01-20", "sector": "Basic Industries", "value": 0.033058}, {"dt": "2015-01-20", "sector": "Capital Goods", "value": 0.034107}, {"dt": "2015-01-20", "sector": "Consumer Durables", "value": 0.032424}, {"dt": "2015-01-20", "sector": "Consumer Non-Durables", "value": 0.050662}, {"dt": "2015-01-20", "sector": "Consumer Services", "value": 0.048359}, {"dt": "2015-01-20", "sector": "Energy", "value": 0.059629}, {"dt": "2015-01-20", "sector": "Exchange-Traded Fund", "value": 0.007581}, {"dt": "2015-01-20", "sector": "Finance", "value": 0.039679}, {"dt": "2015-01-20", "sector": "Health Care", "value": 0.065989}, {"dt": "2015-01-20", "sector": "Miscellaneous", "value": 0.000483}, {"dt": "2015-01-20", "sector": "n/a", "value": 0}, {"dt": "2015-01-20", "sector": "Public Utilities", "value": 0.063437}, {"dt": "2015-01-20", "sector": "Technology", "value": 0.01977}, {"dt": "2015-01-20", "sector": "Transportation", "value": 0.000286}, {"dt": "2016-01-21", "sector": "Basic Industries", "value": 0.035341}, {"dt": "2016-01-21", "sector": "Capital Goods", "value": 0.034675}, {"dt": "2016-01-21", "sector": "Consumer Durables", "value": 0.034491}, {"dt": "2016-01-21", "sector": "Consumer Non-Durables", "value": 0.057951}, {"dt": "2016-01-21", "sector": "Consumer Services", "value": 0.039175}, {"dt": "2016-01-21", "sector": "Energy", "value": 0.045669}, {"dt": "2016-01-21", "sector": "Exchange-Traded Fund", "value": 0.01602}, {"dt": "2016-01-21", "sector": "Finance", "value": 0.049132}, {"dt": "2016-01-21", "sector": "Health Care", "value": 0.066729}, {"dt": "2016-01-21", "sector": "Miscellaneous", "value": 0.000513}, {"dt": "2016-01-21", "sector": "n/a", "value": 0}, {"dt": "2016-01-21", "sector": "Public Utilities", "value": 0.06875}, {"dt": "2016-01-21", "sector": "Technology", "value": 0.028031}, {"dt": "2016-01-21", "sector": "Transportation", "value": 0.000122}, {"dt": "2017-02-09", "sector": "Basic Industries", "value": 0.029393}, {"dt": "2017-02-09", "sector": "Capital Goods", "value": 0.033243}, {"dt": "2017-02-09", "sector": "Consumer Durables", "value": 0.028057}, {"dt": "2017-02-09", "sector": "Consumer Non-Durables", "value": 0.048078}, {"dt": "2017-02-09", "sector": "Consumer Services", "value": 0.049073}, {"dt": "2017-02-09", "sector": "Energy", "value": 0.052399}, {"dt": "2017-02-09", "sector": "Exchange-Traded Fund", "value": 0.010585}, {"dt": "2017-02-09", "sector": "Finance", "value": 0.044016}, {"dt": "2017-02-09", "sector": "Health Care", "value": 0.061427}, {"dt": "2017-02-09", "sector": "Miscellaneous", "value": 0.000408}, {"dt": "2017-02-09", "sector": "n/a", "value": 0}, {"dt": "2017-02-09", "sector": "Public Utilities", "value": 0.061784}, {"dt": "2017-02-09", "sector": "Technology", "value": 0.03695}, {"dt": "2017-02-09", "sector": "Transportation", "value": 0.001054}, {"dt": "2018-02-01", "sector": "Basic Industries", "value": 0.040012}, {"dt": "2018-02-01", "sector": "Capital Goods", "value": 0.032505}, {"dt": "2018-02-01", "sector": "Consumer Durables", "value": 0.033474}, {"dt": "2018-02-01", "sector": "Consumer Non-Durables", "value": 0.06039}, {"dt": "2018-02-01", "sector": "Consumer Services", "value": 0.065772}, {"dt": "2018-02-01", "sector": "Energy", "value": 0.062532}, {"dt": "2018-02-01", "sector": "Exchange-Traded Fund", "value": 0.013666}, {"dt": "2018-02-01", "sector": "Finance", "value": 0.057823}, {"dt": "2018-02-01", "sector": "Health Care", "value": 0.086275}, {"dt": "2018-02-01", "sector": "Miscellaneous", "value": 0.000652}, {"dt": "2018-02-01", "sector": "n/a", "value": 0}, {"dt": "2018-02-01", "sector": "Public Utilities", "value": 0.077479}, {"dt": "2018-02-01", "sector": "Technology", "value": 0.065317}, {"dt": "2018-02-01", "sector": "Transportation", "value": 0.000156}]
[{"x": "2012", "y": 0.391127352}, {"x": "2013", "y": 0.440957603}, {"x": "2014", "y": 0.538860771}, {"x": "2015", "y": 0.645119784}, {"x": "2016", "y": 0.743709457}, {"x": "2017", "y": 0.853852393}, {"x": "2018", "y": 1.423416059}, {"x": "2019", "y": 1.398044266}]