Godshalk Welsh Capital Management

Godshalk Welsh Capital Management as of March 31, 2023

Portfolio Holdings for Godshalk Welsh Capital Management

Godshalk Welsh Capital Management holds 118 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $7.9M 27k 288.30
Apple (AAPL) 5.2 $7.3M 45k 164.90
Intuit (INTU) 3.0 $4.2M 9.4k 445.83
Globus Med Inc cl a (GMED) 2.9 $4.1M 72k 56.64
Costco Wholesale Corporation (COST) 2.7 $3.8M 7.7k 496.87
Berkshire Hathaway (BRK.B) 2.6 $3.6M 12k 308.77
Oracle Corporation (ORCL) 2.3 $3.3M 35k 92.92
Procter & Gamble Company (PG) 1.8 $2.5M 17k 148.69
Merck & Co (MRK) 1.7 $2.4M 23k 106.39
W.R. Berkley Corporation (WRB) 1.7 $2.4M 38k 62.26
Alphabet Inc Class A cs (GOOGL) 1.7 $2.4M 23k 103.73
Paychex (PAYX) 1.6 $2.3M 20k 114.59
iShares Russell 2000 Index Etf (IWM) 1.6 $2.3M 13k 178.40
American Express Company (AXP) 1.6 $2.3M 14k 164.95
Lowe's Companies (LOW) 1.5 $2.1M 11k 199.97
Automatic Data Processing (ADP) 1.5 $2.1M 9.5k 222.63
Cisco Systems (CSCO) 1.5 $2.1M 41k 52.27
SYSCO Corporation (SYY) 1.5 $2.1M 27k 77.23
Chevron Corporation (CVX) 1.5 $2.1M 13k 163.16
United Parcel Service (UPS) 1.4 $2.0M 11k 193.99
Wideopenwest (WOW) 1.4 $2.0M 193k 10.61
Johnson & Johnson (JNJ) 1.4 $2.0M 13k 155.00
Home Depot (HD) 1.4 $2.0M 6.9k 295.12
Pepsi (PEP) 1.4 $2.0M 11k 182.30
Invesco S&P 500 Eq Wt Etf (RSP) 1.4 $1.9M 13k 144.62
Starbucks Corporation (SBUX) 1.3 $1.8M 18k 104.13
Zoetis Inc Cl A (ZTS) 1.2 $1.7M 10k 166.44
Waste Management (WM) 1.2 $1.7M 10k 163.17
Nestle SA Adr (NSRGY) 1.1 $1.5M 13k 121.69
Alphabet Inc Class C cs (GOOG) 1.1 $1.5M 15k 104.00
JPMorgan Chase & Co. (JPM) 1.1 $1.5M 12k 130.31
Target Corporation (TGT) 1.0 $1.4M 8.7k 165.63
Bank of America Corporation (BAC) 1.0 $1.4M 50k 28.60
Becton, Dickinson and (BDX) 1.0 $1.4M 5.8k 247.54
iShares Core MSCI EAFE Etf (IEFA) 1.0 $1.4M 21k 66.85
Vanguard Div Appreciation Etf (VIG) 1.0 $1.4M 9.3k 154.01
Invesco Preferred Etf (PGX) 1.0 $1.4M 121k 11.48
McDonald's Corporation (MCD) 1.0 $1.3M 4.8k 279.61
Essential Utils (WTRG) 0.9 $1.3M 31k 43.65
Vanguard Short Term Bond Index Etf (BSV) 0.9 $1.3M 17k 76.49
American Tower Reit (AMT) 0.9 $1.3M 6.5k 204.34
UnitedHealth (UNH) 0.9 $1.3M 2.7k 472.59
Paypal Holdings (PYPL) 0.9 $1.2M 16k 75.94
Abbvie (ABBV) 0.8 $1.2M 7.4k 159.37
Valero Energy Corporation (VLO) 0.8 $1.1M 8.2k 139.60
TJX Companies (TJX) 0.8 $1.1M 15k 78.36
Mondelez Int (MDLZ) 0.8 $1.1M 16k 69.72
Visa (V) 0.8 $1.1M 4.8k 225.46
Vgd Int Term Bond Index Fund Etf (BIV) 0.8 $1.1M 14k 76.74
Comcast Corporation (CMCSA) 0.7 $975k 26k 37.91
Blackstone Group Inc Com Cl A (BX) 0.7 $949k 11k 87.84
Ecolab (ECL) 0.7 $943k 5.7k 165.53
CVS Caremark Corporation (CVS) 0.6 $918k 12k 74.31
Vanguard REIT Etf (VNQ) 0.6 $910k 11k 83.04
CSX Corporation (CSX) 0.6 $905k 30k 29.94
ConocoPhillips (COP) 0.6 $883k 8.9k 99.21
Yum! Brands (YUM) 0.6 $874k 6.6k 132.08
Nextera Energy (NEE) 0.6 $873k 11k 77.08
L3harris Technologies (LHX) 0.6 $866k 4.4k 196.24
RPM International (RPM) 0.6 $842k 9.7k 87.24
CIGNA Corporation 0.6 $822k 3.2k 255.53
Pfizer (PFE) 0.6 $820k 20k 40.80
iShares Core Moderate Allocati Etf (AOM) 0.6 $813k 20k 39.86
Ida (IDA) 0.6 $795k 7.3k 108.33
SPDR S&P 500 Etf (SPY) 0.5 $768k 1.9k 409.39
American Water Works (AWK) 0.5 $733k 5.0k 146.49
Raytheon Technologies Corp (RTX) 0.5 $733k 7.5k 97.93
Vanguard Muni Bond Etf (VTEB) 0.5 $712k 14k 50.66
Phillips 66 (PSX) 0.5 $702k 6.9k 101.38
Colgate-Palmolive Company (CL) 0.5 $686k 9.1k 75.15
UniFirst Corporation (UNF) 0.5 $681k 3.9k 176.23
Unilever Adr (UL) 0.5 $676k 13k 51.93
Wal-Mart Stores (WMT) 0.5 $638k 4.3k 147.45
Lockheed Martin Corporation (LMT) 0.4 $603k 1.3k 472.73
Verizon Communications (VZ) 0.4 $541k 14k 38.89
Walt Disney Company (DIS) 0.4 $534k 5.3k 100.13
Hershey Company (HSY) 0.4 $534k 2.1k 254.41
Dupont De Nemours (DD) 0.4 $532k 7.4k 71.77
Invesco QQQ Trust Etf (QQQ) 0.4 $521k 1.6k 320.93
International Flavors & Fragrances (IFF) 0.4 $514k 5.6k 91.96
Quest Diagnostics Incorporated (DGX) 0.4 $509k 3.6k 141.48
Consolidated Edison (ED) 0.4 $507k 5.3k 95.67
MetLife (MET) 0.3 $493k 8.5k 57.94
Intel Corporation (INTC) 0.3 $470k 14k 32.67
iShares MSCI EmergMkt Min Vol Etf (EEMV) 0.3 $456k 8.4k 54.57
iShares Short Term Nat Muni Bd Etf (SUB) 0.3 $450k 4.3k 104.68
Clorox Company (CLX) 0.3 $447k 2.8k 158.24
Corning Incorporated (GLW) 0.3 $412k 12k 35.28
iShares Core S&P US Growth Etf (IUSG) 0.3 $404k 4.5k 88.77
Bristol Myers Squibb (BMY) 0.3 $399k 5.8k 69.31
Danaher Corporation (DHR) 0.3 $397k 1.6k 252.04
Abbott Laboratories (ABT) 0.2 $347k 3.4k 101.26
MasterCard Incorporated (MA) 0.2 $345k 950.00 363.41
iShares Core Growth Allocation Etf (AOR) 0.2 $344k 6.9k 50.03
Masco Corporation (MAS) 0.2 $336k 6.8k 49.72
iShares National Muni Etf (MUB) 0.2 $323k 3.0k 107.74
Republic Services (RSG) 0.2 $304k 2.3k 135.22
Anthem (ELV) 0.2 $299k 650.00 459.81
BHP Billiton Adr (BHP) 0.2 $298k 4.7k 63.41
Fidelity core divid etf (FDVV) 0.2 $291k 7.7k 38.08
Uber Technologies (UBER) 0.2 $284k 9.0k 31.70
iShares Short Term Corporate Etf (IGSB) 0.2 $272k 5.4k 50.54
Laboratory Corp. of America Holdings 0.2 $267k 1.2k 229.42
Union Pacific Corporation (UNP) 0.2 $259k 1.3k 201.26
3M Company (MMM) 0.2 $259k 2.5k 105.11
Coca-Cola Company (KO) 0.2 $254k 4.1k 62.03
Vgd Consumer Discretionary Etf (VCR) 0.2 $249k 985.00 252.55
General Mills (GIS) 0.2 $244k 2.9k 85.46
Schwab US Small-Cap Etf (SCHA) 0.2 $243k 5.8k 41.93
Kimberly-Clark Corporation (KMB) 0.2 $242k 1.8k 134.22
Simon Property (SPG) 0.2 $238k 2.1k 111.97
Genuine Parts Company (GPC) 0.2 $234k 1.4k 167.31
Vanguard Total Stock Mkt Etf (VTI) 0.2 $228k 1.1k 204.10
eBay (EBAY) 0.2 $213k 4.8k 44.37
Citigroup (C) 0.1 $211k 4.5k 46.89
UGI Corporation (UGI) 0.1 $206k 5.9k 34.76
Wec Energy Group (WEC) 0.1 $204k 2.2k 94.79
Corteva (CTVA) 0.1 $202k 3.4k 60.31