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Institutional Investment Manager
WELCH INVESTMENTS, LLC
WELCH INVESTMENTS, LLC (CIK: 0001697444). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001697444-17-000002) filed in 2017.05.01
#
Name
Shares
Value ($)
%
Options
Notes
1 PHILIP MORRIS INTL INC 1,000 113 0.09%
2 APPLE INC 1,584 228 0.18%
3 BRISTOL MYERS SQUIBB CO 2,109 115 0.09%
4 Streettracks Gold TRUST 2,269 269 0.21%
5 ISHARES TR 2,541 264 0.21%
6 COCA COLA CO 3,497 148 0.12%
7 MICROSOFT CORP 3,597 237 0.19%
8 ROYAL BK CDA MONTREAL QUE 4,040 295 0.23%
9 VANGUARD INTL EQUITY INDEX F 4,717 243 0.19%
10 VANGUARD INTL EQUITY INDEX F 5,271 209 0.17%
11 TORCHMARK CORP COM 6,446 497 0.39%
12 PROASSURANCE CORP COM 8,056 485 0.38%
13 LOCKHEED MARTIN CORP 15,274 4,087 3.24%
14 ISHARES SILVER TR 15,926 275 0.22%
15 3M CO 21,605 4,134 3.28%
16 INTERNATIONAL BUSINESS MACHS 22,496 3,917 3.11%
17 HOME DEPOT INC 29,163 4,282 3.40%
18 ROYAL DUTCH SHELL PLC 29,668 1,564 1.24%
19 NEXTERA ENERGY INC 31,294 4,017 3.19%
20 KIMBERLY CLARK CORP 31,758 4,180 3.31%
21 MCDONALDS CORP 32,713 4,240 3.36%
22 JOHNSON & JOHNSON 33,917 4,224 3.35%
23 UNITED TECHNOLOGIES CORP 36,536 4,100 3.25%
24 CHEVRON CORP NEW 36,797 3,951 3.13%
25 PEPSICO INC 36,857 4,123 3.27%
26 ROYAL DUTCH SHELL PLC 44,992 2,512 1.99%
27 PROCTER AND GAMBLE CO 45,180 4,059 3.22%
28 EXXON MOBIL CORP 46,630 3,824 3.03%
29 CONSOLIDATED EDISON INC 50,151 3,895 3.09%
30 NOVARTIS A G 52,232 3,879 3.08%
31 DU PONT E I DE NEMOURS & CO 53,023 4,259 3.38%
32 CINCINNATI FINL CORP 53,922 3,897 3.09%
33 COLGATE PALMOLIVE CO 55,188 4,039 3.20%
34 GENERAL MLS INC 62,384 3,681 2.92%
35 ABBVIE INC 63,098 4,111 3.26%
36 PAYCHEX INC 69,553 4,097 3.25%
37 EMERSON ELEC CO 70,872 4,242 3.36%
38 GALLAGHER ARTHUR J & CO 77,168 4,363 3.46%
39 LEGGETT &PLATT INC 78,364 3,943 3.13%
40 VERIZON COMMUNICATIONS INC 78,779 3,840 3.04%
41 UNILEVER PLC 88,569 4,370 3.46%
42 SOUTHERN CO 94,789 4,719 3.74%
43 AT&T INC 99,954 4,153 3.29%
44 INTEL CORP 112,016 4,040 3.20%