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  Name: WELCH GROUP, LLC
  City: BIRMINGHAM
  State: AL
  Zip: 35213
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,016,401,000
  Total Value Change : $159,585,000
  Securities Held Change : 6
   
All Securities Held : 234
  New Positions : 19
  Closed Positions : 14
  Increased Positions : 82
  Unchanged Positions : 64
  Decreased Positions : 69

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 243 Closed $50.35 $0 0 0% -393,000 -7,501 0    Closed - End Fund - E...
   (SNE)1 Year Chart         SNE Sony Corporation (ADR) 236 Closed $84.84 $0 0 0% -568,000 -6,000 0    Electronic Equipment
   (TDG)1 Year Chart         TDG Transdigm Group Inc 242 Closed $1,310.49 $0 0 0% -202,000 -200 0    Aerospace/Defense Pro...
   (AVDX)1 Year Chart         AVDX Avidxchange Holdings, Inc. 248 Closed $11.24 $0 0 0% -497,000 -40,119 0    N/A
   (TCRT)1 Year Chart         TCRT Alaunos Therapeutics 235 Closed $0.17 $0 0 0% -3,000 -43,000 0    Biotechnology
   (K)1 Year Chart         K Kellanova 241 Closed $61.86 $0 0 0% -214,000 -3,826 0    Food - Major Diversified
   (EXPE)1 Year Chart         EXPE Expedia Inc 247 Closed $112.84 $0 0 0% -207,000 -1,363 0    Internet Service Prov...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 240 Closed $235.03 $0 0 0% -272,000 -1,221 0    Home Improvement Stores
   (IHE)1 Year Chart         IHE iShares Dow Jones U.S. Phar... 246 Closed $63.10 $0 0 0% -657,000 -3,542 0    Closed - End Fund - E...
   (GTBP)1 Year Chart         GTBP Gt Biopharma Ord Shs 239 Closed $0.00 $0 0 0% -3,000 -10,000 0    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 245 Closed $41.83 $0 0 0% -15,560,000 -413,828 0    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 238 Closed $100.33 $0 0 0% -254,000 -2,542 0    Closed - End Fund - Debt
   (XSD)1 Year Chart         XSD streetTRACKS Series Trust -... 244 Closed $229.52 $0 0 0% -450,000 -2,000 0    Closed - End Fund - E...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 237 Closed $71.27 $0 0 0% -285,000 -4,502 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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