0001697444-17-000004.txt : 20171107 0001697444-17-000004.hdr.sgml : 20171107 20171107123059 ACCESSION NUMBER: 0001697444-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171107 DATE AS OF CHANGE: 20171107 EFFECTIVENESS DATE: 20171107 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: 171182495 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 09-30-2017 09-30-2017 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 11-07-2017 0 50 145074 false
INFORMATION TABLE 2 welch3q17.xml 3m Company Common 88579Y101 4548 21669 SH SOLE 0 0 21669 A T & T Inc New Common 00206R102 4566 116571 SH SOLE 0 0 116571 Abbvie Inc Com USD0.01 Common 00287Y109 5830 65604 SH SOLE 0 0 65604 Apple Inc Common 037833100 294 1907 SH SOLE 0 0 1907 Bristol-Myers Squibb Co Common 110122108 147 2308 SH SOLE 0 0 2308 Chevron Corporation Common 166764100 4908 41768 SH SOLE 0 0 41768 Cincinnati Financial Cp Common 172062101 4713 61547 SH SOLE 0 0 61547 Coca Cola Company Common 191216100 151 3355 SH SOLE 0 0 3355 Colgate-Palmolive Co Common 194162103 4432 60833 SH SOLE 0 0 60833 Consolidated Edison Inc Common 209115104 4341 53807 SH SOLE 0 0 53807 Dowdupont Inc Common 26078J100 261 3764 SH SOLE 0 0 3764 Emerson Electric Co Common 291011104 4871 77514 SH SOLE 0 0 77514 Exxon Mobil Corporation Common 30231G102 4511 55027 SH SOLE 0 0 55027 Gallagher Arthur J & Co Common 363576109 4837 78585 SH SOLE 0 0 78585 General Mills Inc Common 370334104 4136 79912 SH SOLE 0 0 79912 Gilead Sciences Inc Common 375558103 108 1338 SH SOLE 0 0 1338 Home Depot Inc Common 437076102 4939 30198 SH SOLE 0 0 30198 Intel Corp Common 458140100 4628 121545 SH SOLE 0 0 121545 Intl Business Machines Common 459200101 4100 28261 SH SOLE 0 0 28261 Johnson & Johnson Common 478160104 4629 35608 SH SOLE 0 0 35608 JP Morgan Chase & Co Common 46625H100 103 1083 SH SOLE 0 0 1083 Kimberly-Clark Corp Common 494368103 4260 36198 SH SOLE 0 0 36198 Kinder Morgan Inc Common 49456B101 102 5339 SH SOLE 0 0 5339 Leggett & Platt Inc Common 524660107 4420 92604 SH SOLE 0 0 92604 Lockheed Martin Corp Common 539830109 4865 15679 SH SOLE 0 0 15679 Mc Donalds Corp Common 580135101 4915 31372 SH SOLE 0 0 31372 Microsoft Corp Common 594918104 4552 61104 SH SOLE 0 0 61104 NextEra Energy Inc Common 65339F101 4750 32412 SH SOLE 0 0 32412 Novartis A G Spon Adr Common 66987V109 4870 56731 SH SOLE 0 0 56731 Nvidia Corp Common 67066G104 104 579 SH SOLE 0 0 579 Paychex Inc Common 704326107 4686 78153 SH SOLE 0 0 78153 Pepsico Incorporated Common 713448108 4376 39275 SH SOLE 0 0 39275 Philip Morris Intl Inc Common 718172109 117 1051 SH SOLE 0 0 1051 Proassurance Corporation Common 74267C106 440 8056 SH SOLE 0 0 8056 Procter & Gamble Common 742718109 4494 49395 SH SOLE 0 0 49395 Royal Bk Cda Montreal Common 780087102 312 4040 SH SOLE 0 0 4040 Royal Dutch Shell A Adrf Common 780259206 1886 31135 SH SOLE 0 0 31135 Royal Dutch Shell B Adrf Common 780259107 3199 51153 SH SOLE 0 0 51153 Servisfirst Bancshares Common 81768T108 202 5200 SH SOLE 0 0 5200 The Southern Company Common 842587107 5280 107440 SH SOLE 0 0 107440 Torchmark Corporation Common 891027104 711 8875 SH SOLE 0 0 8875 Unilever Plc Adr New Common 904767704 4910 84710 SH SOLE 0 0 84710 United Technologies Corp Common 913017109 4559 39274 SH SOLE 0 0 39274 Vanguard Ftse Europe Common 922042874 158 2706 SH SOLE 0 0 2706 Verizon Communications Common 92343V104 4743 95834 SH SOLE 0 0 95834 Visa Inc Cl A Common 92826C839 101 964 SH SOLE 0 0 964 Ishares S&P 500 Value Common 464287408 253 2346 SH SOLE 0 0 2346 Ishares Silver TRUST Common 46428Q109 251 15926 SH SOLE 0 0 15926 Streettracks Gold TRUST Common 863307104 276 2269 SH SOLE 0 0 2269 Vanguard Emerging Market Common 922042858 229 5258 SH SOLE 0 0 5258