Top 50 Welch Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.58% | 375.2K | $95.2M | -0.17%(-649) | $81.36(+267.34%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.36% | 463.3K | $89.4M | -7.49%(-37.50K) | $76.80(+131.91%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.35% | 430.3K | $89.0M | +0.08%(+327) | $108.69(+71.14%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.34% | 524.4K | $89.0M | -4.37%(-23.96K) | $66.43(+128.18%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.3% | 359.0K | $87.8M | -5.54%(-21.07K) | $123.63(+86.38%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.06% | 277.0K | $81.5M | -1.44%(-4.04K) | $136.93(+119.28%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.99% | 365.9K | $79.6M | -0.45%(-1.66K) | $65.30(+219.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.98% | 214.1K | $79.3M | +3.60%(+7.44K) | $112.86(+259.02%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.98% | 852.9K | $79.2M | -1.90%(-16.49K) | $43.24(+119.36%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 2.88% | 126.7K | $76.5M | -4.54%(-6.03K) | $264.00(+96.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.19% | +30.18% |
| Top 20 Holdings Unweighted | +9.69% | +31.97% |
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