Godshalk Welsh Capital Management as of March 31, 2025
Portfolio Holdings for Godshalk Welsh Capital Management
Godshalk Welsh Capital Management holds 121 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.3 | $8.0M | 21k | 375.39 | |
| Apple (AAPL) | 5.2 | $8.0M | 36k | 222.13 | |
| Costco Wholesale Corporation (COST) | 3.8 | $5.8M | 6.1k | 945.78 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $5.4M | 10k | 532.58 | |
| Intuit (INTU) | 3.1 | $4.7M | 7.7k | 613.99 | |
| Oracle Corporation (ORCL) | 2.8 | $4.3M | 31k | 139.81 | |
| Globus Med Inc cl a (GMED) | 2.4 | $3.7M | 50k | 73.20 | |
| W.R. Berkley Corporation (WRB) | 2.2 | $3.4M | 48k | 71.16 | |
| American Express Company (AXP) | 2.0 | $3.1M | 12k | 269.05 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $3.0M | 20k | 154.64 | |
| Paychex (PAYX) | 1.8 | $2.7M | 18k | 154.28 | |
| iShares Russell 2000 Index Etf (IWM) | 1.7 | $2.5M | 13k | 199.49 | |
| Invesco S&P 500 Eq Wt Etf (RSP) | 1.7 | $2.5M | 15k | 173.23 | |
| Procter & Gamble Company (PG) | 1.6 | $2.5M | 15k | 170.42 | |
| Automatic Data Processing (ADP) | 1.6 | $2.5M | 8.1k | 305.53 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.5M | 10k | 245.30 | |
| Cisco Systems (CSCO) | 1.5 | $2.3M | 38k | 61.71 | |
| iShares Core MSCI EAFE Etf (IEFA) | 1.4 | $2.1M | 28k | 75.65 | |
| Home Depot (HD) | 1.4 | $2.1M | 5.7k | 366.49 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.1M | 12k | 165.84 | |
| Waste Management (WM) | 1.3 | $2.0M | 8.8k | 231.51 | |
| Bank of America Corporation (BAC) | 1.3 | $1.9M | 46k | 41.73 | |
| Lowe's Companies (LOW) | 1.2 | $1.9M | 7.9k | 233.23 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $1.8M | 12k | 156.23 | |
| iShares iBonds Dec 2027 Term C Etf (IBDS) | 1.1 | $1.8M | 73k | 24.18 | |
| Chevron Corporation (CVX) | 1.1 | $1.7M | 10k | 167.29 | |
| SYSCO Corporation (SYY) | 1.1 | $1.7M | 23k | 75.04 | |
| Fidelity core divid etf (FDVV) | 1.0 | $1.6M | 32k | 49.60 | |
| TJX Companies (TJX) | 1.0 | $1.6M | 13k | 121.80 | |
| iShares Short Term Nat Muni Bd Etf (SUB) | 1.0 | $1.5M | 14k | 105.60 | |
| iShares iBonds Dec 2028 Term C Etf (IBDT) | 1.0 | $1.5M | 58k | 25.26 | |
| Pepsi (PEP) | 0.9 | $1.4M | 9.6k | 149.94 | |
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $1.4M | 10k | 139.78 | |
| Vanguard Div Appreciation Etf (VIG) | 0.9 | $1.4M | 7.2k | 193.99 | |
| Merck & Co (MRK) | 0.9 | $1.4M | 15k | 89.76 | |
| McDonald's Corporation (MCD) | 0.9 | $1.3M | 4.3k | 312.37 | |
| Zoetis Inc Cl A (ZTS) | 0.9 | $1.3M | 8.2k | 164.65 | |
| iShares iBonds Dec 2026 Term C Etf (IBDR) | 0.9 | $1.3M | 55k | 24.21 | |
| Visa (V) | 0.9 | $1.3M | 3.8k | 350.46 | |
| Ecolab (ECL) | 0.8 | $1.3M | 5.1k | 253.52 | |
| American Tower Reit (AMT) | 0.8 | $1.3M | 6.0k | 217.60 | |
| T Rowe Price Capital Apprec Eq Etf (TCAF) | 0.8 | $1.3M | 39k | 32.28 | |
| Becton, Dickinson and (BDX) | 0.8 | $1.2M | 5.4k | 229.06 | |
| Starbucks Corporation (SBUX) | 0.8 | $1.2M | 13k | 98.09 | |
| iShares National Muni Etf (MUB) | 0.8 | $1.2M | 11k | 105.44 | |
| Abbvie (ABBV) | 0.8 | $1.2M | 5.7k | 209.52 | |
| Wal-Mart Stores (WMT) | 0.8 | $1.1M | 13k | 87.79 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.1M | 8.6k | 132.46 | |
| UnitedHealth (UNH) | 0.7 | $1.1M | 2.1k | 523.75 | |
| SPDR S&P 500 Etf (SPY) | 0.7 | $1.0M | 1.9k | 559.39 | |
| United Parcel Service (UPS) | 0.7 | $1.0M | 9.5k | 109.99 | |
| Yum! Brands (YUM) | 0.7 | $1.0M | 6.5k | 157.36 | |
| Mondelez Int (MDLZ) | 0.7 | $1.0M | 15k | 67.85 | |
| Essential Utils (WTRG) | 0.7 | $996k | 25k | 39.53 | |
| RPM International (RPM) | 0.6 | $990k | 8.6k | 115.68 | |
| Valero Energy Corporation (VLO) | 0.6 | $981k | 7.4k | 132.07 | |
| ConocoPhillips (COP) | 0.6 | $938k | 8.9k | 105.02 | |
| CIGNA Corporation | 0.6 | $906k | 2.8k | 329.00 | |
| Phillips 66 (PSX) | 0.6 | $880k | 7.1k | 123.48 | |
| Ida (IDA) | 0.6 | $853k | 7.3k | 116.22 | |
| Target Corporation (TGT) | 0.6 | $842k | 8.1k | 104.36 | |
| CSX Corporation (CSX) | 0.5 | $791k | 27k | 29.43 | |
| iShares Core Moderate Allocati Etf (AOM) | 0.5 | $781k | 18k | 43.88 | |
| Nextera Energy (NEE) | 0.5 | $759k | 11k | 70.89 | |
| iShares Russell Top 200 Growth Etf (IWY) | 0.5 | $756k | 3.6k | 210.94 | |
| L3harris Technologies (LHX) | 0.5 | $720k | 3.4k | 209.31 | |
| Uber Technologies (UBER) | 0.5 | $712k | 9.8k | 72.86 | |
| Vanguard REIT Etf (VNQ) | 0.5 | $709k | 7.8k | 90.54 | |
| Waste Connections (WCN) | 0.5 | $690k | 3.5k | 195.19 | |
| iShares iBonds Dec 2025 Term C Etf (IBDQ) | 0.4 | $672k | 27k | 25.15 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.4 | $661k | 4.0k | 166.00 | |
| Colgate-Palmolive Company (CL) | 0.4 | $630k | 6.7k | 93.70 | |
| SPDR Portfolio High Yield Bond Etf (SPHY) | 0.4 | $627k | 27k | 23.42 | |
| Invesco QQQ Trust Etf (QQQ) | 0.4 | $614k | 1.3k | 468.92 | |
| Corning Incorporated (GLW) | 0.4 | $612k | 13k | 45.78 | |
| iShares Core S&P US Growth Etf (IUSG) | 0.4 | $587k | 4.6k | 127.08 | |
| iShares Core Growth Allocation Etf (AOR) | 0.4 | $584k | 10k | 57.57 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $575k | 3.4k | 169.20 | |
| 3M Company (MMM) | 0.4 | $567k | 3.9k | 146.86 | |
| iShares iBonds Dec 2029 Term C Etf (IBDU) | 0.4 | $547k | 24k | 23.13 | |
| MasterCard Incorporated (MA) | 0.3 | $526k | 960.00 | 548.12 | |
| Invesco Preferred Etf (PGX) | 0.3 | $515k | 46k | 11.22 | |
| American Water Works (AWK) | 0.3 | $488k | 3.3k | 147.52 | |
| Cava Group Ord (CAVA) | 0.3 | $465k | 5.4k | 86.41 | |
| Consolidated Edison (ED) | 0.3 | $462k | 4.2k | 110.59 | |
| Dupont De Nemours (DD) | 0.3 | $456k | 6.1k | 74.68 | |
| iShares MSCI EmergMkt Min Vol Etf (EEMV) | 0.3 | $455k | 7.8k | 58.34 | |
| MetLife (MET) | 0.3 | $442k | 5.5k | 80.29 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $424k | 950.00 | 446.71 | |
| Vanguard Short Term Bond Index Etf (BSV) | 0.3 | $423k | 5.4k | 78.28 | |
| Abbott Laboratories (ABT) | 0.3 | $422k | 3.2k | 132.65 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $387k | 1.0k | 383.53 | |
| Amgen (AMGN) | 0.2 | $372k | 1.2k | 311.55 | |
| Masco Corporation (MAS) | 0.2 | $362k | 5.2k | 69.54 | |
| Laboratory Corp. of America Holdings | 0.2 | $357k | 1.5k | 232.74 | |
| Clorox Company (CLX) | 0.2 | $357k | 2.4k | 147.25 | |
| Wideopenwest (WOW) | 0.2 | $351k | 71k | 4.95 | |
| Vgd Int Term Bond Index Fund Etf (BIV) | 0.2 | $341k | 4.4k | 76.57 | |
| iShares iBonds Dec 2027 Term M Etf (IBMP) | 0.2 | $335k | 13k | 25.28 | |
| iShares MSCI EAFE Index Etf (EFA) | 0.2 | $327k | 4.0k | 81.73 | |
| Vgd Consumer Discretionary Etf (VCR) | 0.2 | $313k | 960.00 | 325.51 | |
| Union Pacific Corporation (UNP) | 0.2 | $307k | 1.3k | 236.24 | |
| Coca-Cola Company (KO) | 0.2 | $294k | 4.1k | 71.62 | |
| eBay (EBAY) | 0.2 | $291k | 4.3k | 67.73 | |
| Comcast Corporation (CMCSA) | 0.2 | $291k | 7.9k | 36.90 | |
| iShares iBonds Dec 2028 Term M Etf (IBMQ) | 0.2 | $285k | 11k | 25.29 | |
| Anthem (ELV) | 0.2 | $283k | 650.00 | 434.96 | |
| Vanguard Total Stock Mkt Etf (VTI) | 0.2 | $276k | 1.0k | 274.75 | |
| Simon Property (SPG) | 0.2 | $262k | 1.6k | 166.08 | |
| International Business Machines (IBM) | 0.2 | $249k | 1.0k | 248.66 | |
| Vanguard Info Technology Etf (VGT) | 0.2 | $233k | 430.00 | 542.38 | |
| Southern Company (SO) | 0.2 | $230k | 2.5k | 91.95 | |
| Schwab US Small-Cap Etf (SCHA) | 0.1 | $225k | 9.6k | 23.43 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $224k | 1.9k | 118.93 | |
| Chubb (CB) | 0.1 | $224k | 740.00 | 301.99 | |
| Apollo Global Mgmt (APO) | 0.1 | $217k | 1.6k | 136.94 | |
| Erie Indemnity Company (ERIE) | 0.1 | $210k | 500.00 | 419.05 | |
| BHP Billiton Adr (BHP) | 0.1 | $209k | 4.3k | 48.54 | |
| Danaher Corporation (DHR) | 0.1 | $205k | 1.0k | 205.00 | |
| Corteva (CTVA) | 0.1 | $205k | 3.3k | 62.93 | |
| Carrier Global Corporation (CARR) | 0.1 | $201k | 3.2k | 63.40 |
