Welch Investments, LLC

Q4 2017 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    54

  • Value ($000)

    $157,493

  • Date Filed
    01/30/2018
  • Form type
    13F-HR
  • CIK
    0001697444
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ABBV
ABBV

Abbvie Inc Com USD0.01

COMMON
$6.01M
4 %

62,165

HD
HD

Home Depot Inc

COMMON
$5.69M
4 %

30,026

EMR
EMR

Emerson Electric Co

COMMON
$5.49M
4 %

78,706

1848782D
1848782D

Intel Corp

COMMON
$5.48M
4 %

118,660

SO
SO

The Southern Company

COMMON
$5.41M
3 %

112,491

PAYX
PAYX

Paychex Inc

COMMON
$5.36M
3 %

78,764

CHV
CHV

Chevron Corporation

COMMON
$5.30M
3 %

42,326

MCD
MCD

Mc Donalds Corp

COMMON
$5.28M
3 %

30,652

MSFT
MSFT

Microsoft Corp

COMMON
$5.21M
3 %

60,948

UTX
UTX

United Technologies Corp

COMMON
$5.11M
3 %

40,038

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