Godshalk Welsh Capital Management as of Dec. 31, 2019
Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 112 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.9 | $5.9M | 37k | 157.70 | |
Globus Med Inc cl a (GMED) | 3.9 | $4.8M | 81k | 58.88 | |
Apple (AAPL) | 3.4 | $4.1M | 14k | 293.64 | |
Intuit (INTU) | 2.5 | $3.0M | 12k | 261.90 | |
Berkshire Hathaway (BRK.B) | 2.4 | $2.9M | 13k | 226.50 | |
SYSCO Corporation (SYY) | 2.0 | $2.4M | 28k | 85.56 | |
Merck & Co (MRK) | 2.0 | $2.4M | 27k | 90.94 | |
Costco Wholesale Corporation (COST) | 2.0 | $2.4M | 8.2k | 293.97 | |
Procter & Gamble Company (PG) | 2.0 | $2.4M | 19k | 124.90 | |
Pgx etf (PGX) | 1.8 | $2.2M | 144k | 15.01 | |
Cisco Systems (CSCO) | 1.8 | $2.1M | 45k | 47.96 | |
W.R. Berkley Corporation (WRB) | 1.8 | $2.1M | 31k | 69.09 | |
Paychex (PAYX) | 1.7 | $2.1M | 24k | 85.05 | |
Johnson & Johnson (JNJ) | 1.7 | $2.1M | 14k | 145.87 | |
iShares Russell 2000 Index (IWM) | 1.7 | $2.1M | 12k | 165.66 | |
Paypal Holdings (PYPL) | 1.7 | $2.0M | 19k | 108.19 | |
Oracle Corporation (ORCL) | 1.6 | $1.9M | 37k | 52.97 | |
Home Depot (HD) | 1.5 | $1.9M | 8.5k | 218.41 | |
Bank of America Corporation (BAC) | 1.5 | $1.8M | 52k | 35.21 | |
Automatic Data Processing (ADP) | 1.5 | $1.9M | 11k | 170.51 | |
Zoetis Inc Cl A (ZTS) | 1.5 | $1.8M | 13k | 132.34 | |
American Express Company (AXP) | 1.4 | $1.7M | 14k | 124.51 | |
Chevron Corporation (CVX) | 1.3 | $1.6M | 13k | 120.53 | |
ConocoPhillips (COP) | 1.2 | $1.5M | 23k | 65.01 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $1.5M | 1.1k | 1339.30 | |
Lowe's Companies (LOW) | 1.2 | $1.5M | 12k | 119.74 | |
Aqua America | 1.2 | $1.5M | 31k | 46.93 | |
Pepsi (PEP) | 1.2 | $1.4M | 11k | 136.66 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.2 | $1.4M | 22k | 65.23 | |
Waste Management (WM) | 1.1 | $1.4M | 12k | 113.94 | |
At&t (T) | 1.1 | $1.3M | 34k | 39.09 | |
United Parcel Service (UPS) | 1.1 | $1.3M | 11k | 117.07 | |
American Tower Reit (AMT) | 1.1 | $1.3M | 5.6k | 229.74 | |
Bank Of New York Mellon | 1.1 | $1.3M | 26k | 50.33 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 1.0 | $1.2M | 14k | 87.21 | |
Target Corporation (TGT) | 1.0 | $1.2M | 9.6k | 128.17 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.0 | $1.2M | 9.8k | 124.62 | |
Verizon Communications (VZ) | 1.0 | $1.2M | 19k | 61.40 | |
Ecolab (ECL) | 1.0 | $1.2M | 6.1k | 192.97 | |
Becton, Dickinson and (BDX) | 0.9 | $1.2M | 4.2k | 272.02 | |
GlaxoSmithKline | 0.9 | $1.1M | 24k | 47.00 | |
United Technologies Corporation | 0.9 | $1.1M | 7.6k | 149.70 | |
Vanguard Short-Term Bond ETF (BSV) | 0.9 | $1.1M | 14k | 80.64 | |
Starbucks Corporation (SBUX) | 0.9 | $1.1M | 13k | 87.89 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.1M | 7.9k | 139.44 | |
Pfizer (PFE) | 0.9 | $1.1M | 27k | 39.19 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $1.0M | 761.00 | 1336.40 | |
L3harris Technologies (LHX) | 0.8 | $996k | 5.0k | 197.82 | |
UnitedHealth (UNH) | 0.8 | $955k | 3.3k | 293.85 | |
Visa (V) | 0.8 | $953k | 5.1k | 187.97 | |
Mondelez Int (MDLZ) | 0.8 | $963k | 18k | 55.11 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.8 | $943k | 8.2k | 115.71 | |
McDonald's Corporation (MCD) | 0.7 | $884k | 4.5k | 197.54 | |
CSX Corporation (CSX) | 0.7 | $865k | 12k | 72.38 | |
RPM International (RPM) | 0.7 | $845k | 11k | 76.78 | |
Comcast Corporation (CMCSA) | 0.7 | $841k | 19k | 44.97 | |
CVS Caremark Corporation (CVS) | 0.7 | $834k | 11k | 74.30 | |
TJX Companies (TJX) | 0.7 | $841k | 14k | 61.05 | |
Valero Energy Corporation (VLO) | 0.7 | $805k | 8.6k | 93.60 | |
Ida (IDA) | 0.7 | $783k | 7.3k | 106.73 | |
V.F. Corporation (VFC) | 0.6 | $782k | 7.9k | 99.62 | |
Intel Corporation (INTC) | 0.6 | $745k | 13k | 59.82 | |
Yum! Brands (YUM) | 0.6 | $720k | 7.2k | 100.70 | |
Phillips 66 (PSX) | 0.6 | $721k | 6.5k | 111.35 | |
MetLife (MET) | 0.6 | $701k | 14k | 50.98 | |
Colgate-Palmolive Company (CL) | 0.6 | $688k | 10k | 68.80 | |
Abbvie (ABBV) | 0.6 | $665k | 7.5k | 88.57 | |
Scotts Miracle-Gro Company (SMG) | 0.5 | $640k | 6.0k | 106.22 | |
American Water Works (AWK) | 0.5 | $639k | 5.2k | 122.88 | |
Nextera Energy (NEE) | 0.5 | $630k | 2.6k | 242.31 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $623k | 1.9k | 321.96 | |
Dupont De Nemours (DD) | 0.5 | $580k | 9.0k | 64.17 | |
Citigroup (C) | 0.5 | $565k | 7.1k | 79.86 | |
Wal-Mart Stores (WMT) | 0.4 | $528k | 4.4k | 118.92 | |
Consolidated Edison (ED) | 0.4 | $538k | 6.0k | 90.42 | |
UniFirst Corporation (UNF) | 0.4 | $530k | 2.6k | 201.90 | |
International Flavors & Fragrances (IFF) | 0.4 | $506k | 3.9k | 129.08 | |
Clorox Company (CLX) | 0.4 | $507k | 3.3k | 153.64 | |
Ishares Inc em mkt min vol (EEMV) | 0.4 | $510k | 8.7k | 58.62 | |
Lockheed Martin Corporation (LMT) | 0.4 | $502k | 1.3k | 389.15 | |
Exxon Mobil Corporation (XOM) | 0.4 | $448k | 6.4k | 69.76 | |
3M Company (MMM) | 0.4 | $447k | 2.5k | 176.33 | |
Boeing Company (BA) | 0.4 | $451k | 1.4k | 325.63 | |
Quest Diagnostics Incorporated (DGX) | 0.4 | $443k | 4.2k | 106.75 | |
UGI Corporation (UGI) | 0.4 | $441k | 9.8k | 45.18 | |
Wells Fargo & Company (WFC) | 0.3 | $401k | 7.5k | 53.83 | |
Raytheon Company | 0.3 | $396k | 1.8k | 220.00 | |
Bristol Myers Squibb (BMY) | 0.3 | $385k | 6.0k | 64.17 | |
Masco Corporation (MAS) | 0.3 | $374k | 7.8k | 47.95 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $361k | 1.7k | 212.35 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $330k | 4.8k | 69.47 | |
Abbott Laboratories (ABT) | 0.3 | $321k | 3.7k | 86.76 | |
Brinker International (EAT) | 0.3 | $316k | 7.5k | 41.99 | |
U.S. Bancorp (USB) | 0.2 | $299k | 5.1k | 59.21 | |
Hershey Company (HSY) | 0.2 | $309k | 2.1k | 147.14 | |
MasterCard Incorporated (MA) | 0.2 | $284k | 950.00 | 298.95 | |
Danaher Corporation (DHR) | 0.2 | $284k | 1.9k | 153.51 | |
iShares S&P Moderate Allocation Fund ETF (AOM) | 0.2 | $283k | 7.1k | 40.14 | |
BHP Billiton (BHP) | 0.2 | $268k | 4.9k | 54.69 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $256k | 1.9k | 137.49 | |
Union Pacific Corporation (UNP) | 0.2 | $244k | 1.4k | 180.74 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $243k | 4.5k | 53.64 | |
Coca-Cola Company (KO) | 0.2 | $230k | 4.2k | 55.42 | |
Genuine Parts Company (GPC) | 0.2 | $226k | 2.1k | 106.35 | |
Walt Disney Company (DIS) | 0.2 | $222k | 1.5k | 144.44 | |
iShares S&P Growth Allocation Fund (AOR) | 0.2 | $215k | 4.5k | 47.76 | |
Anthem (ELV) | 0.2 | $216k | 715.00 | 302.10 | |
Republic Services (RSG) | 0.2 | $211k | 2.4k | 89.79 | |
Honeywell International (HON) | 0.2 | $204k | 1.2k | 177.39 | |
American Electric Power Company (AEP) | 0.2 | $203k | 2.2k | 94.42 | |
iShares Russell 3000 Growth Index (IUSG) | 0.2 | $210k | 3.1k | 67.74 | |
Wideopenwest (WOW) | 0.1 | $141k | 19k | 7.42 |