Godshalk Welsh Capital Management

Godshalk Welsh Capital Management as of Sept. 30, 2025

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