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
A
ABBV

Abbvie Inc Com USD0.01

COMMON
$6.01M
4 %

62,165

H
HD

Home Depot Inc

COMMON
$5.69M
4 %

30,026

E
EMR

Emerson Electric Co

COMMON
$5.49M
4 %

78,706

1
1848782D

Intel Corp

COMMON
$5.48M
4 %

118,660

S
SO

The Southern Company

COMMON
$5.41M
3 %

112,491

P
PAYX

Paychex Inc

COMMON
$5.36M
3 %

78,764

C
CHV

Chevron Corporation

COMMON
$5.30M
3 %

42,326

M
MCD

Mc Donalds Corp

COMMON
$5.28M
3 %

30,652

M
MSFT

Microsoft Corp

COMMON
$5.21M
3 %

60,948

U
UTX

United Technologies Corp

COMMON
$5.11M
3 %

40,038

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