Godshalk Welsh Capital Management as of Dec. 31, 2024
Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 120 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $9.3M | 37k | 250.42 | |
| Microsoft Corporation (MSFT) | 5.9 | $9.1M | 22k | 421.50 | |
| Costco Wholesale Corporation (COST) | 3.7 | $5.8M | 6.3k | 916.27 | |
| Oracle Corporation (ORCL) | 3.3 | $5.1M | 31k | 166.64 | |
| Intuit (INTU) | 3.2 | $4.9M | 7.8k | 628.50 | |
| Globus Med Inc cl a (GMED) | 2.9 | $4.5M | 55k | 82.71 | |
| Berkshire Hathaway (BRK.B) | 2.9 | $4.5M | 10k | 453.28 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $3.7M | 20k | 189.30 | |
| American Express Company (AXP) | 2.3 | $3.5M | 12k | 296.79 | |
| W.R. Berkley Corporation (WRB) | 1.8 | $2.8M | 48k | 58.52 | |
| iShares Russell 2000 Index Etf (IWM) | 1.8 | $2.8M | 13k | 220.96 | |
| Invesco S&P 500 Eq Wt Etf (RSP) | 1.6 | $2.6M | 15k | 175.23 | |
| Paychex (PAYX) | 1.6 | $2.5M | 18k | 140.22 | |
| Procter & Gamble Company (PG) | 1.6 | $2.5M | 15k | 167.65 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.4M | 10k | 239.71 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $2.3M | 12k | 190.44 | |
| Home Depot (HD) | 1.5 | $2.3M | 5.8k | 388.99 | |
| Automatic Data Processing (ADP) | 1.5 | $2.3M | 7.7k | 292.73 | |
| Cisco Systems (CSCO) | 1.5 | $2.3M | 38k | 59.20 | |
| Bank of America Corporation (BAC) | 1.3 | $2.1M | 47k | 43.95 | |
| Lowe's Companies (LOW) | 1.3 | $2.0M | 8.1k | 246.80 | |
| iShares Core MSCI EAFE Etf (IEFA) | 1.3 | $2.0M | 28k | 70.28 | |
| Waste Management (WM) | 1.2 | $1.8M | 8.9k | 201.79 | |
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $1.8M | 10k | 172.42 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.8M | 12k | 144.62 | |
| SYSCO Corporation (SYY) | 1.1 | $1.8M | 23k | 76.46 | |
| Merck & Co (MRK) | 1.0 | $1.6M | 16k | 99.48 | |
| TJX Companies (TJX) | 1.0 | $1.6M | 13k | 120.81 | |
| Chevron Corporation (CVX) | 1.0 | $1.5M | 11k | 144.84 | |
| Fidelity core divid etf (FDVV) | 1.0 | $1.5M | 31k | 49.94 | |
| Pepsi (PEP) | 0.9 | $1.4M | 9.5k | 152.06 | |
| iShares Short Term Nat Muni Bd Etf (SUB) | 0.9 | $1.4M | 14k | 105.48 | |
| iShares iBonds Dec 2027 Term C Etf (IBDS) | 0.9 | $1.4M | 59k | 23.96 | |
| Vanguard Div Appreciation Etf (VIG) | 0.9 | $1.4M | 7.2k | 195.83 | |
| Zoetis Inc Cl A (ZTS) | 0.9 | $1.3M | 8.3k | 162.93 | |
| T Rowe Price Capital Apprec Eq Etf (TCAF) | 0.8 | $1.3M | 39k | 33.27 | |
| McDonald's Corporation (MCD) | 0.8 | $1.3M | 4.3k | 289.89 | |
| Becton, Dickinson and (BDX) | 0.8 | $1.2M | 5.5k | 226.87 | |
| United Parcel Service (UPS) | 0.8 | $1.2M | 9.7k | 126.10 | |
| Visa (V) | 0.8 | $1.2M | 3.8k | 316.04 | |
| Ecolab (ECL) | 0.8 | $1.2M | 5.2k | 234.32 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.2M | 13k | 90.35 | |
| iShares National Muni Etf (MUB) | 0.8 | $1.2M | 11k | 106.55 | |
| Starbucks Corporation (SBUX) | 0.7 | $1.1M | 13k | 91.25 | |
| iShares iBonds Dec 2026 Term C Etf (IBDR) | 0.7 | $1.1M | 47k | 24.07 | |
| Target Corporation (TGT) | 0.7 | $1.1M | 8.3k | 135.18 | |
| American Tower Reit (AMT) | 0.7 | $1.1M | 6.1k | 183.41 | |
| SPDR S&P 500 Etf (SPY) | 0.7 | $1.1M | 1.9k | 586.08 | |
| UnitedHealth (UNH) | 0.7 | $1.1M | 2.1k | 505.86 | |
| RPM International (RPM) | 0.7 | $1.1M | 8.6k | 123.06 | |
| iShares iBonds Dec 2028 Term C Etf (IBDT) | 0.7 | $1.0M | 42k | 24.90 | |
| Abbvie (ABBV) | 0.6 | $1.0M | 5.7k | 177.70 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $1.0M | 8.7k | 115.72 | |
| Essential Utils (WTRG) | 0.6 | $932k | 26k | 36.32 | |
| Valero Energy Corporation (VLO) | 0.6 | $910k | 7.4k | 122.59 | |
| Mondelez Int (MDLZ) | 0.6 | $909k | 15k | 59.73 | |
| Yum! Brands (YUM) | 0.6 | $871k | 6.5k | 134.16 | |
| CSX Corporation (CSX) | 0.6 | $868k | 27k | 32.27 | |
| ConocoPhillips (COP) | 0.5 | $843k | 8.5k | 99.17 | |
| iShares Russell Top 200 Growth Etf (IWY) | 0.5 | $832k | 3.5k | 235.27 | |
| Phillips 66 (PSX) | 0.5 | $806k | 7.1k | 113.93 | |
| Ida (IDA) | 0.5 | $802k | 7.3k | 109.28 | |
| Nextera Energy (NEE) | 0.5 | $789k | 11k | 71.69 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.5 | $781k | 4.0k | 197.49 | |
| CIGNA Corporation | 0.5 | $776k | 2.8k | 276.14 | |
| iShares Core Moderate Allocati Etf (AOM) | 0.5 | $772k | 18k | 43.44 | |
| L3harris Technologies (LHX) | 0.5 | $723k | 3.4k | 210.28 | |
| Vanguard REIT Etf (VNQ) | 0.5 | $720k | 8.1k | 89.08 | |
| Invesco QQQ Trust Etf (QQQ) | 0.4 | $670k | 1.3k | 511.23 | |
| iShares iBonds Dec 2025 Term C Etf (IBDQ) | 0.4 | $653k | 26k | 25.05 | |
| Colgate-Palmolive Company (CL) | 0.4 | $648k | 7.1k | 90.91 | |
| iShares Core S&P US Growth Etf (IUSG) | 0.4 | $643k | 4.6k | 139.35 | |
| Corning Incorporated (GLW) | 0.4 | $632k | 13k | 47.52 | |
| Spdr Series spdr bofa crss (SPHY) | 0.4 | $627k | 27k | 23.47 | |
| Waste Connections (WCN) | 0.4 | $607k | 3.5k | 171.58 | |
| Cava Group Ord (CAVA) | 0.4 | $606k | 5.4k | 112.80 | |
| iShares Core Growth Allocation Etf (AOR) | 0.4 | $581k | 10k | 57.32 | |
| Invesco Preferred Etf (PGX) | 0.4 | $570k | 49k | 11.53 | |
| Uber Technologies (UBER) | 0.4 | $555k | 9.2k | 60.32 | |
| Dupont De Nemours (DD) | 0.3 | $518k | 6.8k | 76.25 | |
| 3M Company (MMM) | 0.3 | $518k | 4.0k | 129.09 | |
| Quest Diagnostics Incorporated (DGX) | 0.3 | $513k | 3.4k | 150.86 | |
| MasterCard Incorporated (MA) | 0.3 | $506k | 960.00 | 526.57 | |
| American Water Works (AWK) | 0.3 | $499k | 4.0k | 124.49 | |
| Comcast Corporation (CMCSA) | 0.3 | $479k | 13k | 37.53 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $462k | 950.00 | 485.94 | |
| iShares MSCI EmergMkt Min Vol Etf (EEMV) | 0.3 | $452k | 7.8k | 57.99 | |
| MetLife (MET) | 0.3 | $450k | 5.5k | 81.88 | |
| Wideopenwest (WOW) | 0.3 | $435k | 88k | 4.96 | |
| Vanguard Short Term Bond Index Etf (BSV) | 0.3 | $413k | 5.3k | 77.27 | |
| Masco Corporation (MAS) | 0.3 | $412k | 5.7k | 72.57 | |
| Consolidated Edison (ED) | 0.3 | $402k | 4.5k | 89.23 | |
| Clorox Company (CLX) | 0.3 | $394k | 2.4k | 162.41 | |
| Vgd Consumer Discretionary Etf (VCR) | 0.2 | $370k | 985.00 | 375.38 | |
| Laboratory Corp. of America Holdings | 0.2 | $366k | 1.6k | 229.32 | |
| Republic Services (RSG) | 0.2 | $362k | 1.8k | 201.18 | |
| Abbott Laboratories (ABT) | 0.2 | $360k | 3.2k | 113.11 | |
| Vgd Int Term Bond Index Fund Etf (BIV) | 0.2 | $328k | 4.4k | 74.73 | |
| Vanguard Total Stock Mkt Etf (VTI) | 0.2 | $323k | 1.1k | 289.69 | |
| Amgen (AMGN) | 0.2 | $305k | 1.2k | 260.64 | |
| iShares MSCI EAFE Index Etf (EFA) | 0.2 | $302k | 4.0k | 75.61 | |
| Union Pacific Corporation (UNP) | 0.2 | $297k | 1.3k | 228.04 | |
| Simon Property (SPG) | 0.2 | $271k | 1.6k | 172.21 | |
| Vanguard Info Technology Etf (VGT) | 0.2 | $267k | 430.00 | 621.80 | |
| eBay (EBAY) | 0.2 | $266k | 4.3k | 61.95 | |
| Apollo Global Mgmt (APO) | 0.2 | $265k | 1.6k | 165.16 | |
| Coca-Cola Company (KO) | 0.2 | $255k | 4.1k | 62.26 | |
| Schwab US Small-Cap Etf (SCHA) | 0.2 | $248k | 9.6k | 25.86 | |
| Anthem (ELV) | 0.2 | $240k | 650.00 | 368.90 | |
| Danaher Corporation (DHR) | 0.1 | $230k | 1.0k | 229.55 | |
| BHP Billiton Adr (BHP) | 0.1 | $230k | 4.7k | 48.83 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $227k | 510.00 | 444.68 | |
| International Business Machines (IBM) | 0.1 | $220k | 1.0k | 219.83 | |
| Carrier Global Corporation (CARR) | 0.1 | $217k | 3.2k | 68.26 | |
| Nokia Corporation (NOK) | 0.1 | $210k | 1.3k | 162.63 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $210k | 1.6k | 131.04 | |
| Chubb (CB) | 0.1 | $207k | 750.00 | 276.30 | |
| Erie Indemnity Company (ERIE) | 0.1 | $206k | 500.00 | 412.23 | |
| Southern Company (SO) | 0.1 | $206k | 2.5k | 82.32 | |
| W.W. Grainger (GWW) | 0.1 | $200k | 190.00 | 1054.05 |
