Godshalk Welsh Capital Management
Latest statistics and disclosures from Godshalk Welsh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, ORCL, COST, INTU, and represent 21.70% of Godshalk Welsh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IBDT, IBDV, IBDU, IBDS, IBMR, IBDR, IBMS, VLTO, HSY, TCAF.
- Started 3 new stock positions in VLTO, IBMS, HSY.
- Reduced shares in these 10 stocks: UPS, WOW, CARR, TGT, ORCL, MSFT, DD, BSV, SPG, JPM.
- Sold out of its positions in CARR, UPS.
- Godshalk Welsh Capital Management was a net buyer of stock by $2.2M.
- Godshalk Welsh Capital Management has $174M in assets under management (AUM), dropping by 7.38%.
- Central Index Key (CIK): 0001631775
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Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 131 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.0 | $11M | 20k | 517.95 |
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| Apple (AAPL) | 4.9 | $8.5M | 33k | 254.63 |
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| Oracle Corporation (ORCL) | 4.8 | $8.4M | 30k | 281.24 |
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| Costco Wholesale Corporation (COST) | 3.1 | $5.3M | 5.8k | 925.63 |
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| Intuit (INTU) | 2.9 | $5.1M | 7.5k | 682.91 |
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| Berkshire Hathaway (BRK.B) | 2.8 | $4.9M | 9.7k | 502.74 |
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| Alphabet Inc Class A cs (GOOGL) | 2.6 | $4.5M | 18k | 243.10 |
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| American Express Company (AXP) | 2.1 | $3.7M | 11k | 332.16 |
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| W.R. Berkley Corporation (WRB) | 2.0 | $3.5M | 46k | 76.62 |
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| iShares Russell 2000 Index Etf (IWM) | 1.8 | $3.1M | 13k | 241.96 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $3.1M | -2% | 9.7k | 315.43 |
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| Globus Med Inc cl a (GMED) | 1.6 | $2.9M | 50k | 57.27 |
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| Alphabet Inc Class C cs (GOOG) | 1.6 | $2.8M | 11k | 243.55 |
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| Invesco S&P 500 Eq Wt Etf (RSP) | 1.5 | $2.7M | 14k | 189.70 |
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| iShares iBonds Dec 2028 Term C Etf (IBDT) | 1.5 | $2.6M | +37% | 102k | 25.52 |
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| Cisco Systems (CSCO) | 1.5 | $2.6M | 37k | 68.42 |
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| iShares iBonds Dec 2027 Term C Etf (IBDS) | 1.4 | $2.5M | +19% | 102k | 24.34 |
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| iShares Core MSCI EAFE Etf (IEFA) | 1.4 | $2.4M | 28k | 87.31 |
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| Automatic Data Processing (ADP) | 1.3 | $2.3M | 8.0k | 293.50 |
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| Bank of America Corporation (BAC) | 1.3 | $2.3M | 45k | 51.59 |
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| Home Depot (HD) | 1.3 | $2.3M | 5.7k | 405.19 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.2M | 12k | 185.42 |
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| Procter & Gamble Company (PG) | 1.3 | $2.2M | 14k | 153.65 |
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| Paychex (PAYX) | 1.3 | $2.2M | 17k | 126.76 |
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| Fidelity core divid etf (FDVV) | 1.2 | $2.0M | +7% | 36k | 55.71 |
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| Waste Management (WM) | 1.1 | $1.9M | 8.8k | 220.83 |
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| Lowe's Companies (LOW) | 1.1 | $1.9M | 7.7k | 251.31 |
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| iShares iBonds Dec 2026 Term C Etf (IBDR) | 1.1 | $1.9M | +19% | 77k | 24.30 |
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| SYSCO Corporation (SYY) | 1.1 | $1.9M | 23k | 82.34 |
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| TJX Companies (TJX) | 1.0 | $1.8M | 13k | 144.54 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $1.7M | 10k | 170.85 |
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| T Rowe Price Capital Apprec Eq Etf (TCAF) | 1.0 | $1.7M | +11% | 45k | 37.70 |
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| Chevron Corporation (CVX) | 0.9 | $1.6M | 10k | 155.29 |
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| iShares iBonds Dec 2029 Term C Etf (IBDU) | 0.9 | $1.6M | +44% | 67k | 23.47 |
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| iShares Short Term Nat Muni Bd Etf (SUB) | 0.8 | $1.5M | 14k | 106.78 |
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| Vanguard Div Appreciation Etf (VIG) | 0.8 | $1.4M | 6.6k | 215.79 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.4M | 8.2k | 167.33 |
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| Ecolab (ECL) | 0.8 | $1.4M | 5.0k | 273.86 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.4M | +5% | 13k | 103.06 |
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| Visa (V) | 0.7 | $1.3M | 3.7k | 341.38 |
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| McDonald's Corporation (MCD) | 0.7 | $1.3M | 4.1k | 303.89 |
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| SPDR S&P 500 Etf (SPY) | 0.7 | $1.2M | 1.9k | 666.18 |
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| Valero Energy Corporation (VLO) | 0.7 | $1.2M | 7.3k | 170.26 |
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| Abbvie (ABBV) | 0.7 | $1.2M | 5.3k | 231.54 |
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| Uber Technologies (UBER) | 0.7 | $1.2M | +5% | 12k | 97.97 |
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| iShares National Muni Etf (MUB) | 0.7 | $1.2M | 11k | 106.49 |
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| Zoetis Inc Cl A (ZTS) | 0.7 | $1.2M | 8.1k | 146.32 |
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| Pepsi (PEP) | 0.7 | $1.2M | -4% | 8.3k | 140.44 |
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| Becton, Dickinson and (BDX) | 0.7 | $1.2M | 6.2k | 187.17 |
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| American Tower Reit (AMT) | 0.7 | $1.1M | 6.0k | 192.32 |
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| Starbucks Corporation (SBUX) | 0.7 | $1.1M | 14k | 84.60 |
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| Corning Incorporated (GLW) | 0.6 | $1.1M | +3% | 14k | 82.03 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.6 | $1.1M | 3.9k | 279.29 |
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| L3harris Technologies (LHX) | 0.6 | $1.1M | 3.4k | 305.41 |
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| Merck & Co (MRK) | 0.6 | $1.0M | -4% | 12k | 83.93 |
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| RPM International (RPM) | 0.6 | $1.0M | 8.6k | 117.88 |
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| Nestle SA Adr (NSRGY) | 0.6 | $991k | -4% | 11k | 91.77 |
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| iShares Russell Top 200 Growth Etf (IWY) | 0.6 | $988k | 3.6k | 273.65 |
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| Yum! Brands (YUM) | 0.6 | $985k | 6.5k | 152.00 |
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| Ida (IDA) | 0.6 | $970k | 7.3k | 132.15 |
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| Phillips 66 (PSX) | 0.6 | $969k | 7.1k | 136.02 |
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| CSX Corporation (CSX) | 0.5 | $919k | 26k | 35.51 |
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| Essential Utils (WTRG) | 0.5 | $916k | 23k | 39.90 |
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| iShares Core Moderate Allocati Etf (AOM) | 0.5 | $848k | 18k | 47.58 |
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| iShares iBonds Dec 2030 Term C Etf (IBDV) | 0.5 | $844k | +224% | 38k | 22.15 |
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| iShares iBonds Dec 2025 Term C Etf (IBDQ) | 0.5 | $840k | +7% | 33k | 25.19 |
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| iShares iBonds Dec 2027 Term M Etf (IBMP) | 0.5 | $823k | +16% | 32k | 25.48 |
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| ConocoPhillips (COP) | 0.5 | $821k | 8.7k | 94.59 |
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| Mondelez Int (MDLZ) | 0.5 | $820k | 13k | 62.47 |
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| CIGNA Corporation | 0.4 | $765k | -3% | 2.7k | 288.25 |
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| Nextera Energy (NEE) | 0.4 | $755k | -6% | 10k | 75.49 |
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| iShares iBonds Dec 2028 Term M Etf (IBMQ) | 0.4 | $751k | +13% | 29k | 25.64 |
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| Invesco QQQ Trust Etf (QQQ) | 0.4 | $742k | -3% | 1.2k | 600.37 |
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| iShares iBonds Dec 2026 Term M Etf (IBMO) | 0.4 | $731k | +18% | 29k | 25.66 |
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| Vanguard REIT Etf (VNQ) | 0.4 | $725k | +6% | 7.9k | 91.42 |
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| iShares Core S&P US Growth Etf (IUSG) | 0.4 | $710k | 4.3k | 164.54 |
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| UnitedHealth (UNH) | 0.4 | $706k | 2.0k | 345.30 |
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| SPDR Portfolio High Yield Bond Etf (SPHY) | 0.4 | $664k | +3% | 28k | 23.94 |
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| Quest Diagnostics Incorporated (DGX) | 0.4 | $629k | 3.3k | 190.58 |
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| Waste Connections (WCN) | 0.3 | $610k | 3.5k | 175.80 |
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| iShares iBonds Dec 2029 Term M Etf (IBMR) | 0.3 | $608k | +150% | 24k | 25.53 |
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| iShares Core Growth Allocation Etf (AOR) | 0.3 | $606k | 9.4k | 64.38 |
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| Honeywell International (HON) | 0.3 | $588k | 2.8k | 210.50 |
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| 3M Company (MMM) | 0.3 | $584k | 3.8k | 155.18 |
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| Colgate-Palmolive Company (CL) | 0.3 | $572k | +4% | 7.2k | 79.94 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $549k | 1.1k | 499.21 |
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| MasterCard Incorporated (MA) | 0.3 | $546k | 960.00 | 568.81 |
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| iShares MSCI EmergMkt Min Vol Etf (EEMV) | 0.3 | $498k | 7.8k | 63.83 |
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| Invesco Preferred Etf (PGX) | 0.3 | $474k | 41k | 11.60 |
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| MetLife (MET) | 0.3 | $453k | 5.5k | 82.37 |
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| Laboratory Corp. of America Holdings | 0.3 | $451k | 1.6k | 287.06 |
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| American Water Works (AWK) | 0.3 | $449k | 3.2k | 139.19 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $436k | 1.2k | 352.75 |
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| Abbott Laboratories (ABT) | 0.2 | $422k | 3.2k | 133.94 |
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| Consolidated Edison (ED) | 0.2 | $420k | 4.2k | 100.52 |
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| Target Corporation (TGT) | 0.2 | $417k | -27% | 4.6k | 89.70 |
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| eBay (EBAY) | 0.2 | $391k | 4.3k | 90.95 |
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| Republic Services (RSG) | 0.2 | $390k | 1.7k | 229.48 |
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| Vgd Consumer Discretionary Etf (VCR) | 0.2 | $380k | 960.00 | 396.15 |
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| iShares MSCI EAFE Index Etf (EFA) | 0.2 | $374k | 4.0k | 93.37 |
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| Amgen (AMGN) | 0.2 | $349k | 1.2k | 282.20 |
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| Masco Corporation (MAS) | 0.2 | $345k | 4.9k | 70.39 |
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| Dupont De Nemours (DD) | 0.2 | $331k | -26% | 4.2k | 77.90 |
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| Vanguard Total Stock Mkt Etf (VTI) | 0.2 | $330k | 1.0k | 328.11 |
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| Cava Group Ord (CAVA) | 0.2 | $325k | 5.4k | 60.41 |
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| Vanguard Info Technology Etf (VGT) | 0.2 | $321k | 430.00 | 746.63 |
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| Union Pacific Corporation (UNP) | 0.2 | $307k | 1.3k | 236.37 |
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| Clorox Company (CLX) | 0.2 | $287k | -4% | 2.3k | 123.30 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $285k | +4% | 2.5k | 112.75 |
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| International Business Machines (IBM) | 0.2 | $282k | 1.0k | 282.16 |
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| iShares iBonds Dec 2025 Term M Etf (IBMN) | 0.2 | $268k | +17% | 10k | 26.79 |
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| Vgd Int Term Bond Index Fund Etf (BIV) | 0.2 | $264k | -8% | 3.4k | 78.09 |
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| Nokia Corporation (NOK) | 0.1 | $261k | 1.3k | 204.74 |
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| Coca-Cola Company (KO) | 0.1 | $259k | 3.9k | 66.32 |
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| Airbnb (ABNB) | 0.1 | $250k | +6% | 2.1k | 121.42 |
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| Vanguard Short Term Bond Index Etf (BSV) | 0.1 | $249k | -32% | 3.1k | 78.91 |
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| Schwab US Small Cap Etf (SCHA) | 0.1 | $246k | 8.8k | 27.90 |
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| BHP Billiton Adr (BHP) | 0.1 | $240k | 4.3k | 55.75 |
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| Stantec (STN) | 0.1 | $237k | 2.2k | 107.80 |
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| Southern Company (SO) | 0.1 | $237k | 2.5k | 94.77 |
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| iShares iBonds Dec 2030 Term M Etf (IBMS) | 0.1 | $235k | NEW | 9.0k | 26.08 |
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| Corteva (CTVA) | 0.1 | $220k | 3.3k | 67.63 |
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| Markel Corporation (MKL) | 0.1 | $214k | +8% | 112.00 | 1911.36 |
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| Simon Property (SPG) | 0.1 | $211k | -26% | 1.1k | 187.67 |
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| Chubb (CB) | 0.1 | $209k | 740.00 | 282.25 |
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| Veralto Corp (VLTO) | 0.1 | $208k | NEW | 2.0k | 106.61 |
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| Hershey Company (HSY) | 0.1 | $206k | NEW | 1.1k | 187.05 |
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| Comcast Corporation (CMCSA) | 0.1 | $202k | -18% | 6.4k | 31.42 |
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| Anthem (ELV) | 0.1 | $202k | -3% | 625.00 | 323.12 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $201k | 775.00 | 259.44 |
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| Wideopenwest (WOW) | 0.1 | $111k | -69% | 22k | 5.16 |
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Past Filings by Godshalk Welsh Capital Management
SEC 13F filings are viewable for Godshalk Welsh Capital Management going back to 2014
- Godshalk Welsh Capital Management 2025 Q3 filed Nov. 14, 2025
- Godshalk Welsh Capital Management 2025 Q2 filed Aug. 14, 2025
- Godshalk Welsh Capital Management 2025 Q1 filed May 15, 2025
- Godshalk Welsh Capital Management 2024 Q4 filed Feb. 12, 2025
- Godshalk Welsh Capital Management 2024 Q3 filed Nov. 13, 2024
- Godshalk Welsh Capital Management 2024 Q1 filed May 15, 2024
- Godshalk Welsh Capital Management 2023 Q4 filed Feb. 12, 2024
- Godshalk Welsh Capital Management 2023 Q3 filed Nov. 14, 2023
- Godshalk Welsh Capital Management 2023 Q2 filed Aug. 14, 2023
- Godshalk Welsh Capital Management 2023 Q1 filed May 12, 2023
- Godshalk Welsh Capital Management 2022 Q4 filed Feb. 14, 2023
- Godshalk Welsh Capital Management 2022 Q3 filed Nov. 14, 2022
- Godshalk Welsh Capital Management 2022 Q2 filed Aug. 10, 2022
- Godshalk Welsh Capital Management 2022 Q1 filed May 12, 2022
- Godshalk Welsh Capital Management 2021 Q4 filed Feb. 14, 2022
- Godshalk Welsh Capital Management 2021 Q3 filed Nov. 12, 2021