0001697444-17-000003.txt : 20170728
0001697444-17-000003.hdr.sgml : 20170728
20170727173710
ACCESSION NUMBER: 0001697444-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170728
DATE AS OF CHANGE: 20170727
EFFECTIVENESS DATE: 20170728
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Welch Investments, LLC
CENTRAL INDEX KEY: 0001697444
IRS NUMBER: 631227943
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17675
FILM NUMBER: 17987225
BUSINESS ADDRESS:
STREET 1: 3940 MONTCLAIR ROAD, SUITE 501
CITY: BIRMINGHAM
STATE: AL
ZIP: 35213
BUSINESS PHONE: 205-871-5805
MAIL ADDRESS:
STREET 1: 3940 MONTCLAIR ROAD, SUITE 501
CITY: BIRMINGHAM
STATE: AL
ZIP: 35213
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001697444
XXXXXXXX
06-30-2017
06-30-2017
Welch Investments, LLC
3940 MONTCLAIR ROAD, SUITE 501
BIRMINGHAM
AL
35213
13F HOLDINGS REPORT
028-17675
N
GREG WEYANDT
CHIEF COMPLIANCE OFFICER
205.879.5001
GREG WEYANDT
Birmingham
AL
07-27-2017
0
44
134542
false
INFORMATION TABLE
2
welchinvest2q17.xml
3m Company
Common
88579Y101
4484
21539
SH
SOLE
0
0
21539
A T & T Inc New
Common
00206R102
4122
109245
SH
SOLE
0
0
109245
Abbvie Inc Com USD0.01
Common
00287Y109
4788
66037
SH
SOLE
0
0
66037
Apple Inc
Common
037833100
231
1607
SH
SOLE
0
0
1607
Bristol-Myers Squibb Co
Common
110122108
118
2109
SH
SOLE
0
0
2109
Chevron Corporation
Common
166764100
4202
40279
SH
SOLE
0
0
40279
Cincinnati Financial Cp
Common
172062101
4236
58470
SH
SOLE
0
0
58470
Coca Cola Company
Common
191216100
157
3497
SH
SOLE
0
0
3497
Colgate-Palmolive Co
Common
194162103
4295
57934
SH
SOLE
0
0
57934
Consolidated Edison Inc
Common
209115104
4219
52200
SH
SOLE
0
0
52200
Du Pont E I De Nemour&Co
Common
263534109
4303
53313
SH
SOLE
0
0
53313
Emerson Electric Co
Common
291011104
4424
74204
SH
SOLE
0
0
74204
Exxon Mobil Corporation
Common
30231G102
4121
51047
SH
SOLE
0
0
51047
Gallagher Arthur J & Co
Common
363576109
4456
77840
SH
SOLE
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77840
General Mills Inc
Common
370334104
3963
71533
SH
SOLE
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71533
Home Depot Inc
Common
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29603
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Intel Corp
Common
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3999
118515
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Intl Business Machines
Common
459200101
3879
25213
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Johnson & Johnson
Common
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Kimberly-Clark Corp
Common
494368103
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33620
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Leggett & Platt Inc
Common
524660107
4335
82527
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Lockheed Martin Corp
Common
539830109
4334
15611
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Mc Donalds Corp
Common
580135101
4948
32306
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Microsoft Corp
Common
594918104
248
3597
SH
SOLE
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NextEra Energy Inc
Common
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4538
32386
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SOLE
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Novartis A G Spon Adr
Common
66987V109
4566
54701
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SOLE
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54701
Paychex Inc
Common
704326107
4227
74239
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Pepsico Incorporated
Common
713448108
4423
38295
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Philip Morris Intl Inc
Common
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117
1000
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SOLE
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Proassurance Corporation
Common
74267C106
490
8056
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Procter & Gamble
Common
742718109
4198
48167
SH
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48167
Royal Bk Cda Montreal
Common
780087102
293
4040
SH
SOLE
0
0
4040
Royal Dutch Shell A Adrf
Common
780259206
1680
31577
SH
SOLE
0
0
31577
Royal Dutch Shell B Adrf
Common
780259107
2650
48695
SH
SOLE
0
0
48695
The Southern Company
Common
842587107
4794
100132
SH
SOLE
0
0
100132
Torchmark Corporation
Common
891027104
690
9023
SH
SOLE
0
0
9023
Unilever Plc Adr New
Common
904767704
4730
87392
SH
SOLE
0
0
87392
United Technologies Corp
Common
913017109
4541
37190
SH
SOLE
0
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37190
Vanguard Ftse Europe
Common
922042874
247
4474
SH
SOLE
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0
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Verizon Communications
Common
92343V104
3970
88884
SH
SOLE
0
0
88884
Ishares S&P 500 Value
Common
464287408
267
2541
SH
SOLE
0
0
2541
Ishares Silver TRUST
Common
46428Q109
250
15926
SH
SOLE
0
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15926
Streettracks Gold TRUST
Common
863307104
268
2269
SH
SOLE
0
0
2269
Vanguard Emerging Market
Common
922042858
215
5271
SH
SOLE
0
0
5271