Welch Group, LLC Purchases in Q3 2025

Welch Group, LLC

  • $2.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
195
+ 1.19%
$50.7 - $54.86 $9.89K - $10.7K
16.6K $907K
SONY
Sony Group Corp

Technology
217
+ 0.86%
$23.92 - $30.07 $5.19K - $6.53K
25.4K $730K
AEP
American Electric Power CO Inc

Utilities
6
+ 0.07%
$103.26 - $115.0 $620 - $690
8.19K $921K
META
Meta Platforms, Inc.

Communication Services
175
+ 1.12%
$695.21 - $791.73 $122K - $139K
15.9K $11.6M
DVY
Ishares Tr

ETFs
203
+ 4.55%
$133.88 - $142.57 $27.2K - $28.9K
4.66K $662K
AMGN
Amgen Inc

Healthcare
235
+ 27.42%
$271.18 - $309.22 $63.7K - $72.7K
1.09K $308K
FE
Firstenergy Corp

Utilities
273
+ 2.71%
$39.76 - $45.82 $10.9K - $12.5K
10.3K $473K
PNC
Pnc Financial Services Group, Inc.

Financial Services
103
+ 3.46%
$185.88 - $207.44 $19.1K - $21.4K
3.08K $618K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
123
+ 2.07%
$132.9 - $142.03 $16.3K - $17.5K
6.05K $852K
MGK
Vanguard Mega Cap Growth ETF

ETFs
75
+ 10.09%
$362.31 - $405.74 $27.2K - $30.4K
818 $329K
ALL
Allstate Corp

Financial Services
145
+ 9.05%
$192.0 - $214.65 $27.8K - $31.1K
1.75K $374K
XLE
Energy Sector Spdr

ETFs
243
+ 3.94%
$84.25 - $91.99 $20.5K - $22.4K
6.42K $573K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
169
+ 8.34%
$112.94 - $129.99 $19.1K - $22K
2.2K $281K
ETN
Eaton Corp PLC

Industrials
9
+ 0.35%
$342.99 - $392.76 $3.09K - $3.53K
2.62K $979K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
406
+ 5.89%
$62.09 - $66.51 $25.2K - $27K
7.3K $476K
AMAT
Applied Materials Inc

Technology
50
+ 2.96%
$156.25 - $204.95 $7.81K - $10.2K
1.74K $356K
UNP
Union Pacific Corp

Industrials
103
+ 4.1%
$214.91 - $237.16 $22.1K - $24.4K
2.62K $618K
XLC
Select Sector Spdr Tr Communic

ETFs
3
+ 0.08%
$105.99 - $119.41 $318 - $358
3.99K $471K
D
Dominion Energy, Inc

Utilities
53
+ 0.7%
$56.32 - $62.1 $2.98K - $3.29K
7.65K $467K
CRWD
Crowd Strike Holdings, Inc.

Technology
95
+ 20.3%
$412.46 - $514.1 $39.2K - $48.8K
563 $276K
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.25%
$42.04 - $45.23 $967 - $1.04K
9.29K $420K
MMM
3 M CO

Industrials
152
+ 10.26%
$144.41 - $160.2 $22K - $24.4K
1.63K $253K
APD
Air Products & Chemicals, Inc.

Basic Materials
143
+ 12.35%
$265.78 - $299.3 $38K - $42.8K
1.3K $354K
OKE
Oneok Inc

Energy
1.8K
+ 14.64%
$71.36 - $83.47 $128K - $150K
14.1K $1.03M
RNR
Renaissancere Holdings LTD

Financial Services
22
+ 1.52%
$231.95 - $253.93 $5.1K - $5.59K
1.47K $373K
ADBE
Adobe Inc.

Technology
107
+ 18.84%
$333.65 - $392.1 $35.7K - $42K
675 $238K
PCAR
Paccar Inc

Industrials
2
+ 0.03%
$92.91 - $102.86 $186 - $206
5.83K $573K
BMY
Bristol Myers Squibb CO

Healthcare
673
+ 6.52%
$43.31 - $48.98 $29.1K - $33K
11K $495K
CMCSA
Comcast Corp

Communication Services
1.77K
+ 19.37%
$31.41 - $36.33 $55.5K - $64.2K
10.9K $342K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.12%
$128.41 - $138.03 $257 - $276
1.6K $221K
IWR
Ishares Russell Mid Cap ETF

ETFs
17
+ 0.74%
$92.26 - $97.51 $1.57K - $1.66K
2.32K $224K
SHEL
Shell PLC

Energy
64
+ 1.66%
$69.82 - $73.93 $4.47K - $4.73K
3.93K $281K
GILD
Gilead Sciences, Inc.

Healthcare
66
+ 1.7%
$108.22 - $120.47 $7.14K - $7.95K
3.95K $438K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.11%
$125.23 - $132.78 $250 - $266
1.87K $245K
ORCC
Owl Rock Capital Corp

Financial Services
467
+ 2.49%
N/A
19.2K $257K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11
+ 0.25%
$55.61 - $57.37 $612 - $631
4.44K $253K
Ishares Bitcoin Trust ETF
4.52K
New
N/A
4.52K $0
Lam Research Corp
1.96K
New
N/A
1.96K $0
Linde PLC
589
New
N/A
589 $0
Talen Energy Corp
500
New
N/A
500 $0
Blackrock Inc
313
+ 41.18%
N/A
1.07K $0
Ge Vernova Inc
28
+ 7.18%
N/A
418 $0
SBUX
Starbucks Corp

Consumer Cyclical
404
+ 6.83%
$81.9 - $96.86 $33.1K - $39.1K
6.32K $534K
MCHP
Microchip Technology Inc

Technology
242
+ 6.62%
$60.95 - $75.26 $14.7K - $18.2K
3.9K $250K
CTVA
Corteva, Inc.

Basic Materials
66
+ 2.22%
$67.08 - $77.12 $4.43K - $5.09K
3.04K $205K
DG
Dollar General Corp

Consumer Defensive
1
+ 0.05%
$101.86 - $116.32 $102 - $116
2.17K $223K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 9.78%
$433.66 - $544.47 $19.5K - $24.5K
505 $225K
CRM
Salesforce, Inc.

Technology
87
+ 5.5%
$231.66 - $273.65 $20.2K - $23.8K
1.67K $395K
DIS
Walt Disney CO

Communication Services
391
+ 4.05%
$112.25 - $124.0 $43.9K - $48.5K
10.1K $1.15M
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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