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| The Welch Group LLC
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|---|---|
| CRD # | 111273 |
| SEC # | 801-56254 |
| CIK # | 0001443095, 0001697444 |
| AUM | $2.5 BB (2023-03-20) |
| Employees | 25 (88% Investors, 0% Brokers) |
| Phone | 205-879-5001 |
| Address | 3940 Montclair Rd Birmingham, AL 35213 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SFBS | 4,247.1 | 72.5 | |
| MSFT | 1,918,222.4 | 66.6 | |
| AAPL | 2,382,844.0 | 62.8 | |
| ABBV | 269,466.6 | 57.4 | |
| XOM | 385,508.3 | 56.4 | |
| CVX | 294,604.1 | 56.1 | |
| AJG | 34,278.9 | 52.7 | |
| MCD | 179,584.2 | 52.1 | |
| SO | 75,035.5 | 51.8 | |
| PEP | 226,773.9 | 51.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 0.2 |
| (b) Individuals (high net worth individuals) | 532 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,519 | 2.5 |
| By Discretionary | ||
| Discretionary | 3,519 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,519 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 3,519 | 2.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001443095] | |
| 13F-HR | [0001697444] |
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|---|---|---|
|
Meyer Handelman Company LLC
✚
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|
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Feldman Ingardona & Co
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