Welch Investments, LLC

data from 31/12/2017

Capitalization

$ 157.493 M 8.56 %

Average holding period

4 ans

Performance

$ 19.662 M 14.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Welch Investments, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/12/31 ABBV Abbvie Inc Com USD0.01 3.82% 6.012 M $ 62165 2016/12/31 514.991 K $ 8.83 %
2017/12/31 HD Home Depot Inc 3.61% 5.691 M $ 30026 2016/12/31 784.242 K $ 15.88 %
2017/12/31 EMR Emerson Electric Co 3.48% 5.485 M $ 78706 2016/12/31 530.970 K $ 10.90 %
2017/12/31 INTC Intel Corp 3.48% 5.477 M $ 118660 2016/12/31 982.083 K $ 21.22 %
2017/12/31 SO The Southern Company 3.44% 5.410 M $ 112491 2016/12/31 -112.811 K $ -2.14 %
2017/12/31 PAYX Paychex Inc 3.40% 5.362 M $ 78764 2016/12/31 634.602 K $ 13.54 %
2017/12/31 CVX Chevron Corporation 3.36% 5.299 M $ 42326 2016/12/31 321.195 K $ 6.54 %
2017/12/31 MCD Mc Donalds Corp 3.35% 5.276 M $ 30652 2016/12/31 484.383 K $ 9.86 %
2017/12/31 MSFT Microsoft Corp 3.31% 5.213 M $ 60948 2016/12/31 675.199 K $ 14.83 %
2017/12/31 United Technologies Corp 3.24% 5.108 M $ 40038 2016/12/31 451.651 K $ 9.91 %
2017/12/31 MMM 3m Company 3.21% 5.059 M $ 21495 2016/12/31 461.549 K $ 10.15 %
2017/12/31 VZ Verizon Communications 3.21% 5.051 M $ 95430 2016/12/31 329.668 K $ 6.95 %
2017/12/31 JNJ Johnson & Johnson 3.19% 5.027 M $ 35981 2016/12/31 345.753 K $ 7.47 %
2017/12/31 LMT Lockheed Martin Corp 3.18% 5.015 M $ 15619 2016/12/31 168.706 K $ 3.47 %
2017/12/31 NEE NextEra Energy Inc 3.18% 5.005 M $ 32047 2016/12/31 312.451 K $ 6.58 %
2017/12/31 CL Colgate-Palmolive Co 3.15% 4.956 M $ 65681 2016/12/31 158.165 K $ 3.57 %
2017/12/31 AJG Gallagher Arthur J & Co 3.15% 4.954 M $ 78287 2016/12/31 135.952 K $ 2.81 %
2017/12/31 GIS General Mills Inc 3.14% 4.953 M $ 83530 2016/12/31 601.737 K $ 14.55 %
2017/12/31 NVS Novartis A G Spon Adr 3.10% 4.879 M $ 58113 2016/12/31 -100.032 K $ -2.05 %
2017/12/31 XOM Exxon Mobil Corporation 3.10% 4.878 M $ 58320 2016/12/31 91.344 K $ 2.02 %
2017/12/31 PEP Pepsico Incorporated 3.08% 4.847 M $ 40418 2016/12/31 333.444 K $ 7.62 %
2017/12/31 CINF Cincinnati Financial Cp 3.03% 4.771 M $ 63636 2016/12/31 -98.475 K $ -2.09 %
2017/12/31 T A T & T Inc New 3.01% 4.744 M $ 122026 2016/12/31 -32.435 K $ -0.71 %
2017/12/31 PG Procter & Gamble 3.01% 4.733 M $ 51516 2016/12/31 44.455 K $ 0.99 %
2017/12/31 UL Unilever Plc Adr New 2.99% 4.704 M $ 85002 2016/12/31 -221.940 K $ -4.52 %
2017/12/31 KMB Kimberly-Clark Corp 2.97% 4.683 M $ 38814 2016/12/31 107.870 K $ 2.53 %
2017/12/31 ED Consolidated Edison Inc 2.94% 4.625 M $ 54448 2016/12/31 229.755 K $ 5.29 %
2017/12/31 LEG Leggett & Platt Inc 2.92% 4.596 M $ 96301 2016/12/31 0.000 $ 0.00 %
2017/12/31 IBM Intl Business Machines 2.89% 4.552 M $ 29668 2016/12/31 235.305 K $ 5.74 %
2017/12/31 RDS-B Royal Dutch Shell B Adrf 2.21% 3.479 M $ 50951 2016/12/31 294.129 K $ 9.19 %
2017/12/31 Royal Dutch Shell A Adrf 1.31% 2.056 M $ 30827 2016/12/31 190.546 K $ 10.10 %
2017/12/31 Torchmark Corporation 0.59% 933.000 K $ 10283 2016/12/31 94.252 K $ 13.26 %
2017/12/31 IVV Ishares TRUST S&P 0.36% 571.000 K $ 2125 2017/12/31 0.000 $ 0.00 %
2017/12/31 PRA Proassurance Corporation 0.30% 469.000 K $ 8201 2016/12/31 20.140 K $ 4.58 %
2017/12/31 AAPL Apple Inc 0.21% 325.000 K $ 1922 2016/12/31 28.833 K $ 9.81 %
2017/12/31 Streettracks Gold TRUST 0.18% 281.000 K $ 2269 2016/12/31 4.991 K $ 1.81 %
2017/12/31 RY Royal Bk Cda Montreal 0.17% 268.000 K $ 3278 2016/12/31 17.372 K $ 5.57 %
2017/12/31 IVE Ishares S&P 500 Value 0.17% 268.000 K $ 2346 2016/12/31 14.850 K $ 5.87 %
2017/12/31 SLV Ishares Silver TRUST 0.16% 255.000 K $ 15926 2016/12/31 3.981 K $ 1.59 %
2017/12/31 DOW Dowdupont Inc 0.16% 254.000 K $ 3565 2017/09/30 0.000 $ 0.00 %
2017/12/31 VWO Vanguard Emerging Market 0.14% 224.000 K $ 4871 2016/12/31 12.303 K $ 5.37 %
2017/12/31 SFBS Servisfirst Bancshares 0.14% 216.000 K $ 5200 2017/09/30 13.779 K $ 6.82 %
2017/12/31 KMI Kinder Morgan Inc 0.11% 166.000 K $ 9195 2017/09/30 -5.926 K $ -5.81 %
2017/12/31 KO Coca Cola Company 0.10% 159.000 K $ 3455 2016/12/31 2.918 K $ 1.93 %
2017/12/31 NSC Norfolk Southern Corp 0.10% 156.000 K $ 1078 2017/12/31 0.000 $ 0.00 %
2017/12/31 BMY Bristol-Myers Squibb Co 0.08% 132.000 K $ 2153 2016/12/31 -5.677 K $ -3.86 %
2017/12/31 JPM JP Morgan Chase & Co 0.08% 122.000 K $ 1139 2017/09/30 12.378 K $ 12.02 %
2017/12/31 RF Regions Financial Cp New 0.08% 120.000 K $ 6942 2017/12/31 0.000 $ 0.00 %
2017/12/31 NVDA Nvidia Corp 0.07% 118.000 K $ 610 2017/09/30 8.569 K $ 8.24 %
2017/12/31 V Visa Inc Cl A 0.07% 116.000 K $ 1017 2017/09/30 8.463 K $ 8.38 %
2017/12/31 GOOGL Google Inc Class A 0.07% 114.000 K $ 108 2017/12/31 0.000 $ 0.00 %
2017/12/31 PM Philip Morris Intl Inc 0.07% 111.000 K $ 1051 2017/03/31 -5.633 K $ -4.81 %
2017/12/31 GILD Gilead Sciences Inc 0.07% 110.000 K $ 1536 2017/09/30 -12.550 K $ -11.62 %
2017/12/31 BBVA Banco Bilbao Vizcaya Argentin 0.07% 105.000 K $ 12338 2017/12/31 0.000 $ 0.00 %
2017/12/31 VGK Vanguard Ftse Europe 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %