welch group, llc
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Contact Information
welch group, llc
3940 MONTCLAIR ROAD, FIFTH FLOOR
BIRMINGHAM AL 35213
Business Phone: 205-879-5001 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $442,419,910 [1]Prior Market Value: $403,992,893 New Purchases: 12 stocks Additional Purchases: 70 stocks Sold out of: 7 stocks Reduced holdings in: 23 stocks Top 10 Holdings %: 37.70% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Berkshire Hathaway Inc. 14.11% Exxon Mobil Corp. 2.88% ABBVIE INC. 2.66% The Home Depot, Inc. 2.63% AT&T, Inc. 2.59% Major new positions on 03/31/2013 Stock % of Portfolio SPDR S&P Dividend 2.41% Kraft Foods Group, Inc. 0.12% Walgreen Co. 0.07% V.F. Corporation 0.04% Norfolk Southern Corp. 0.03%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio oShares iBoxx Invest Grade Corp Bond 2.54% CenturyLink, Inc. 2.12% iShares Barclays Aggregate Bond 1.48% iShares iBoxx $ High Yield Corporate Bond 1.35% Buckle Inc. 0.04% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-03 Form 13F-HR 2013-02-01 Form 13F-HR 2012-11-05 Form 13F-HR 2012-07-27 Form 13F-HR 2012-05-14