0001697444-17-000002.txt : 20170501
0001697444-17-000002.hdr.sgml : 20170501
20170501123151
ACCESSION NUMBER: 0001697444-17-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170501
DATE AS OF CHANGE: 20170501
EFFECTIVENESS DATE: 20170501
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: 17799477
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
03-31-2017
03-31-2017
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
05-01-2017
0
44
126120
false
INFORMATION TABLE
2
welsch1q17.xml
3m Company
Common
88579Y101
4134
21605
SH
SOLE
0
0
21605
A T & T Inc New
Common
00206R102
4153
99954
SH
SOLE
0
0
99954
Abbvie Inc Com USD0.01
Common
00287Y109
4111
63098
SH
SOLE
0
0
63098
Apple Inc
Common
037833100
228
1584
SH
SOLE
0
0
1584
Bristol-Myers Squibb Co
Common
110122108
115
2109
SH
SOLE
0
0
2109
Chevron Corporation
Common
166764100
3951
36797
SH
SOLE
0
0
36797
Cincinnati Financial Cp
Common
172062101
3897
53922
SH
SOLE
0
0
53922
Coca Cola Company
Common
191216100
148
3497
SH
SOLE
0
0
3497
Colgate-Palmolive Co
Common
194162103
4039
55188
SH
SOLE
0
0
55188
Consolidated Edison Inc
Common
209115104
3895
50151
SH
SOLE
0
0
50151
Du Pont E I De Nemour&Co
Common
263534109
4259
53023
SH
SOLE
0
0
53023
Emerson Electric Co
Common
291011104
4242
70872
SH
SOLE
0
0
70872
Exxon Mobil Corporation
Common
30231G102
3824
46630
SH
SOLE
0
0
46630
Gallagher Arthur J & Co
Common
363576109
4363
77168
SH
SOLE
0
0
77168
General Mills Inc
Common
370334104
3681
62384
SH
SOLE
0
0
62384
Home Depot Inc
Common
437076102
4282
29163
SH
SOLE
0
0
29163
Intel Corp
Common
458140100
4040
112016
SH
SOLE
0
0
112016
Intl Business Machines
Common
459200101
3917
22496
SH
SOLE
0
0
22496
Johnson & Johnson
Common
478160104
4224
33917
SH
SOLE
0
0
33917
Kimberly-Clark Corp
Common
494368103
4180
31758
SH
SOLE
0
0
31758
Leggett & Platt Inc
Common
524660107
3943
78364
SH
SOLE
0
0
78364
Lockheed Martin Corp
Common
539830109
4087
15274
SH
SOLE
0
0
15274
Mc Donalds Corp
Common
580135101
4240
32713
SH
SOLE
0
0
32713
Microsoft Corp
Common
594918104
237
3597
SH
SOLE
0
0
3597
NextEra Energy Inc
Common
65339F101
4017
31294
SH
SOLE
0
0
31294
Novartis A G Spon Adr
Common
66987V109
3879
52232
SH
SOLE
0
0
52232
Paychex Inc
Common
704326107
4097
69553
SH
SOLE
0
0
69553
Pepsico Incorporated
Common
713448108
4123
36857
SH
SOLE
0
0
36857
Philip Morris Intl Inc
Common
718172109
113
1000
SH
SOLE
0
0
1000
Proassurance Corporation
Common
74267C106
485
8056
SH
SOLE
0
0
8056
Procter & Gamble
Common
742718109
4059
45180
SH
SOLE
0
0
45180
Royal Bk Cda Montreal
Common
780087102
295
4040
SH
SOLE
0
0
4040
Royal Dutch Shell A Adrf
Common
780259206
1564
29668
SH
SOLE
0
0
29668
Royal Dutch Shell B Adrf
Common
780259107
2512
44992
SH
SOLE
0
0
44992
The Southern Company
Common
842587107
4719
94789
SH
SOLE
0
0
94789
Torchmark Corporation
Common
891027104
497
6446
SH
SOLE
0
0
6446
Unilever Plc Adr New
Common
904767704
4370
88569
SH
SOLE
0
0
88569
United Technologies Corp
Common
913017109
4100
36536
SH
SOLE
0
0
36536
Vanguard Ftse Europe
Common
922042874
243
4717
SH
SOLE
0
0
4717
Verizon Communications
Common
92343V104
3840
78779
SH
SOLE
0
0
78779
Ishares S&P 500 Value
Common
464287408
264
2541
SH
SOLE
0
0
2541
Ishares Silver TRUST
Common
46428Q109
275
15926
SH
SOLE
0
0
15926
Streettracks Gold TRUST
Common
863307104
269
2269
SH
SOLE
0
0
2269
Vanguard Emerging Market
Common
922042858
209
5271
SH
SOLE
0
0
5271