Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 9, 2018

Total Value ($000): $102,763 (100.0% shares, 0.0% debt)

Holdings (110)

GMED Globus Medical Inc 4.9%
Value ($000) $5,018 Shares 88,408 Est. Cost $33.63 Unrealized +56.5%
MSFT Microsoft Corporation 4.4%
Value ($000) $4,495 Shares 39,300 Est. Cost $39.88 Unrealized +152.8%
AAPL Apple Inc 3.1%
Value ($000) $3,217 Shares 14,250 Est. Cost $26.09 Unrealized +88.9%
INTU Intuit Inc 2.7%
Value ($000) $2,731 Shares 12,010 Est. Cost $81.41 Unrealized +151.2%
BRK/B Berkshire Hathaway Inc Cl B 2.5%
Value ($000) $2,598 Shares 12,133 Est. Cost $153.96 Unrealized +33.3%
CSCO Cisco Systems Inc 2.1%
Value ($000) $2,139 Shares 43,975 Est. Cost $20.59 Unrealized +75.1%
SYY Sysco Corporation 2.0%
Value ($000) $2,011 Shares 27,455 Est. Cost $28.86 Unrealized +105.4%
IWM iShares Russell 2000 Index 1.9%
Value ($000) $1,998 Shares 11,853 Est. Cost $119.70 Unrealized
MRK Merck & Co 1.9%
Value ($000) $1,967 Shares 27,728 Est. Cost $39.35 Unrealized +28.7%
COST Costco Wholesale Corp 1.9%
Value ($000) $1,912 Shares 8,140 Est. Cost $109.42 Unrealized +85.6%
JNJ Johnson & Johnson 1.8%
Value ($000) $1,889 Shares 13,675 Est. Cost $77.30 Unrealized +39.8%
HD Home Depot Inc 1.8%
Value ($000) $1,847 Shares 8,915 Est. Cost $74.81 Unrealized +124.5%
PYPL PayPal Holdings Inc 1.7%
Value ($000) $1,779 Shares 20,250 Est. Cost $36.26 Unrealized +142.3%
PAYX Paychex Inc 1.7%
Value ($000) $1,758 Shares 23,870 Est. Cost $33.50 Unrealized +73.0%
PGX Invesco Preferred 1.6%
Value ($000) $1,688 Shares 117,908 Est. Cost $14.56 Unrealized
ADP Automatic Data Processing 1.6%
Value ($000) $1,657 Shares 11,000 Est. Cost $77.31 Unrealized +56.3%
COP ConocoPhillips 1.6%
Value ($000) $1,653 Shares 21,355 Est. Cost $42.57 Unrealized +32.4%
PG Procter & Gamble 1.6%
Value ($000) $1,624 Shares 19,515 Est. Cost $63.90 Unrealized +6.1%
ORCL Oracle Corp 1.6%
Value ($000) $1,619 Shares 31,400 Est. Cost $35.64 Unrealized +22.3%
WRB Berkley W R Corporation 1.5%
Value ($000) $1,579 Shares 19,750 Est. Cost $14.82 Unrealized +29.5%
CVX Chevron Corp 1.5%
Value ($000) $1,529 Shares 12,500 Est. Cost $69.96 Unrealized +25.7%
Bank of New York Mellon 1.5%
Value ($000) $1,507 Shares 29,550 Est. Cost $47.38 Unrealized
BAC Bank of America Corp 1.4%
Value ($000) $1,463 Shares 49,675 Est. Cost $15.68 Unrealized +62.5%
LOW Lowes Companies Inc 1.4%
Value ($000) $1,456 Shares 12,685 Est. Cost $49.04 Unrealized +85.6%
AXP American Express 1.4%
Value ($000) $1,456 Shares 13,675 Est. Cost $60.98 Unrealized +54.3%
BBT Berkshire Hills Bancorp 1.3%
Value ($000) $1,331 Shares 32,700 Est. Cost $24.55 Unrealized +34.6%
ZTS Zoetis Inc 1.3%
Value ($000) $1,302 Shares 14,225 Est. Cost $37.22 Unrealized +124.8%
PEP Pepsico Inc 1.2%
Value ($000) $1,238 Shares 11,070 Est. Cost $68.61 Unrealized +31.6%
PFE Pfizer Inc 1.0%
Value ($000) $1,075 Shares 24,403 Est. Cost $18.49 Unrealized +49.5%
Aqua America Inc 1.0%
Value ($000) $1,074 Shares 29,110 Est. Cost $26.98 Unrealized
WM Waste Management Inc 1.0%
Value ($000) $1,045 Shares 11,570 Est. Cost $39.05 Unrealized +100.4%
United Technologies Corp 1.0%
Value ($000) $1,032 Shares 7,380 Est. Cost $115.11 Unrealized
BDX Becton Dickinson & Co 1.0%
Value ($000) $1,014 Shares 3,885 Est. Cost $144.69 Unrealized +52.3%
UPS United Parcel Service Inc 1.0%
Value ($000) $1,008 Shares 8,630 Est. Cost $73.06 Unrealized +21.1%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $1,000 Shares 9,030 Est. Cost $81.19 Unrealized
VZ Verizon Communications 1.0%
Value ($000) $984 Shares 18,437 Est. Cost $27.64 Unrealized +28.9%
T A T & T 0.9%
Value ($000) $968 Shares 28,837 Est. Cost $12.98 Unrealized +11.5%
BIV Vgd Int Term Bond Index Fund 0.9%
Value ($000) $952 Shares 11,835 Est. Cost $83.92 Unrealized
UNH UnitedHealth Group Inc 0.9%
Value ($000) $951 Shares 3,575 Est. Cost $79.25 Unrealized +191.0%
GOOGL Alphabet Inc Cl A 0.9%
Value ($000) $949 Shares 786 Est. Cost $36.73 Unrealized +63.6%
ECL Ecolab Inc 0.9%
Value ($000) $924 Shares 5,895 Est. Cost $96.70 Unrealized +41.7%
CSX CSX Corp 0.9%
Value ($000) $916 Shares 12,375 Est. Cost $9.40 Unrealized +129.4%
GOOG Alphabet Inc Cl C 0.9%
Value ($000) $878 Shares 736 Est. Cost $35.61 Unrealized +66.9%
Harris Corporation 0.8%
Value ($000) $873 Shares 5,160 Est. Cost $77.17 Unrealized
GlaxoSmithKline PLC ADR 0.8%
Value ($000) $860 Shares 21,400 Est. Cost $41.70 Unrealized
BSV Vanguard Short Term Bond Index 0.8%
Value ($000) $851 Shares 10,900 Est. Cost $80.04 Unrealized
JPM JP Morgan Chase & Co 0.8%
Value ($000) $824 Shares 7,300 Est. Cost $45.18 Unrealized +105.0%
AMT American Tower Corp 0.8%
Value ($000) $805 Shares 5,540 Est. Cost $75.17 Unrealized +60.7%
MMM 3M Company 0.8%
Value ($000) $792 Shares 3,760 Est. Cost $89.68 Unrealized +47.4%
TGT Target Corporation 0.8%
Value ($000) $781 Shares 8,850 Est. Cost $67.95 Unrealized 0.0%
MCD McDonalds Corp 0.7%
Value ($000) $757 Shares 4,525 Est. Cost $70.55 Unrealized +91.1%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $751 Shares 17,475 Est. Cost $28.83 Unrealized +23.4%
V Visa Inc 0.7%
Value ($000) $750 Shares 5,000 Est. Cost $59.84 Unrealized +125.7%
VFC V F Corporation 0.7%
Value ($000) $743 Shares 7,950 Est. Cost $64.96 Unrealized +31.3%
ABBV AbbVie Inc 0.7%
Value ($000) $729 Shares 7,708 Est. Cost $40.24 Unrealized +71.9%
IDA IdaCorp Incorporated 0.7%
Value ($000) $728 Shares 7,336 Est. Cost $61.34 Unrealized +57.0%
SBUX Starbucks Corp 0.7%
Value ($000) $693 Shares 12,200 Est. Cost $36.54 Unrealized +23.3%
PSX Phillips 66 0.7%
Value ($000) $674 Shares 5,975 Est. Cost $49.15 Unrealized +75.1%
BA Boeing Co 0.6%
Value ($000) $658 Shares 1,770 Est. Cost $135.00 Unrealized +151.2%
YUM YUM! Brands Inc 0.6%
Value ($000) $655 Shares 7,200 Est. Cost $50.18 Unrealized +45.3%
DowDuPont Inc 0.6%
Value ($000) $648 Shares 10,071 Est. Cost $69.25 Unrealized
RPM RPM International 0.6%
Value ($000) $637 Shares 9,805 Est. Cost $46.53 Unrealized +38.4%
SPY SPDR S&P 500 0.6%
Value ($000) $632 Shares 2,173 Est. Cost $205.30 Unrealized
CL Colgate-Palmolive Co 0.6%
Value ($000) $629 Shares 9,400 Est. Cost $52.97 Unrealized +5.7%
XOM Exxon Mobil Corporation 0.6%
Value ($000) $623 Shares 7,322 Est. Cost $57.64 Unrealized +1.0%
MET MetLife Inc 0.6%
Value ($000) $614 Shares 13,150 Est. Cost $31.65 Unrealized +12.3%
TJX TJX Companies Inc 0.6%
Value ($000) $597 Shares 5,325 Est. Cost $35.77 Unrealized +30.0%
EAT Brinker International Inc 0.6%
Value ($000) $569 Shares 12,175 Est. Cost $37.72 Unrealized +16.2%
SMG Scotts Miracle Group 0.5%
Value ($000) $522 Shares 6,625 Est. Cost $41.52 Unrealized +45.2%
CLX Clorox Company 0.5%
Value ($000) $504 Shares 3,350 Est. Cost $80.03 Unrealized +43.2%
WFC Wells Fargo Bank NA 0.5%
Value ($000) $486 Shares 9,250 Est. Cost $39.44 Unrealized +17.9%
INTC Intel Corp 0.5%
Value ($000) $480 Shares 10,150 Est. Cost $25.88 Unrealized +60.4%
CMCSA Comcast Corp Class A 0.5%
Value ($000) $476 Shares 13,450 Est. Cost $26.45 Unrealized +10.9%
VLO Valero Energy Corp 0.5%
Value ($000) $472 Shares 4,150 Est. Cost $39.18 Unrealized +115.0%
MAS Masco Corp 0.4%
Value ($000) $461 Shares 12,600 Est. Cost $17.99 Unrealized +89.8%
LMT Lockheed Martin Corp 0.4%
Value ($000) $458 Shares 1,325 Est. Cost $137.24 Unrealized +92.6%
AWK American Water Works Inc 0.4%
Value ($000) $449 Shares 5,100 Est. Cost $60.77 Unrealized +26.0%
DGX Quest Diagnostics Inc 0.4%
Value ($000) $448 Shares 4,150 Est. Cost $50.52 Unrealized +87.3%
EEMV iShares MSCI EmergMkt Min Vol 0.4%
Value ($000) $415 Shares 7,000 Est. Cost $57.62 Unrealized
NEE NextEra Energy Inc 0.4%
Value ($000) $402 Shares 2,400 Est. Cost $18.89 Unrealized +87.8%
RSP Invesco S&P 500 Eq Wt 0.4%
Value ($000) $401 Shares 3,750 Est. Cost $102.43 Unrealized
ED Consolidated Edison Inc 0.4%
Value ($000) $394 Shares 5,175 Est. Cost $41.87 Unrealized +44.2%
C Citigroup Inc 0.4%
Value ($000) $393 Shares 5,475 Est. Cost $35.20 Unrealized +55.6%
WMT Wal-Mart Stores Inc 0.4%
Value ($000) $393 Shares 4,180 Est. Cost $21.66 Unrealized +26.2%
Raytheon Company 0.4%
Value ($000) $372 Shares 1,800 Est. Cost $109.19 Unrealized
QQQ Invesco QQQ Trust 0.3%
Value ($000) $334 Shares 1,800 Est. Cost $185.56 Unrealized
UGI UGI Corporation 0.3%
Value ($000) $327 Shares 5,900 Est. Cost $39.62 Unrealized +36.0%
CVS CVS Health Corporation 0.3%
Value ($000) $292 Shares 3,705 Est. Cost $64.44 Unrealized -12.3%
ABT Abbott Laboratories 0.3%
Value ($000) $286 Shares 3,900 Est. Cost $43.36 Unrealized +33.4%
SLB Schlumberger Ltd 0.3%
Value ($000) $282 Shares 4,630 Est. Cost $66.95 Unrealized -22.3%
BP BP PLC ADR 0.3%
Value ($000) $274 Shares 5,935 Est. Cost $37.08 Unrealized
EXC Exelon Corporation 0.3%
Value ($000) $271 Shares 6,200 Est. Cost $17.29 Unrealized +37.7%
IGSB iShares Short Term Corporate 0.3%
Value ($000) $258 Shares 4,980 Est. Cost $81.07 Unrealized
IBM IBM Corp 0.3%
Value ($000) $257 Shares 1,700 Est. Cost $100.26 Unrealized +1.0%
USB U S Bancorp 0.2%
Value ($000) $238 Shares 4,500 Est. Cost $29.13 Unrealized +34.3%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $236 Shares 3,800 Est. Cost $39.36 Unrealized +14.3%
GPC Genuine Parts Co 0.2%
Value ($000) $234 Shares 2,350 Est. Cost $66.07 Unrealized +19.8%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $234 Shares 4,700 Est. Cost $35.74 Unrealized
Express Scripts Holding Co 0.2%
Value ($000) $233 Shares 2,450 Est. Cost $77.36 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $230 Shares 840 Est. Cost $209.44 Unrealized +12.5%
EBAY eBay Inc 0.2%
Value ($000) $229 Shares 6,925 Est. Cost $21.53 Unrealized +43.3%
MA Mastercard Inc 0.2%
Value ($000) $223 Shares 1,000 Est. Cost $200.34 Unrealized 0.0%
UNP Union Pacific Corp 0.2%
Value ($000) $220 Shares 1,350 Est. Cost $127.79 Unrealized 0.0%
BUD Anheuser-Busch InBev ADR 0.2%
Value ($000) $219 Shares 2,500 Est. Cost $112.47 Unrealized
STT State Street Corp 0.2%
Value ($000) $218 Shares 2,600 Est. Cost $57.54 Unrealized +20.4%
HSY Hershey Company 0.2%
Value ($000) $214 Shares 2,100 Est. Cost $83.10 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $212 Shares 1,862 Est. Cost $86.55 Unrealized 0.0%
KO Coca-Cola Company 0.2%
Value ($000) $206 Shares 4,450 Est. Cost $34.02 Unrealized +6.7%
VOD Vodafone Group ADR 0.2%
Value ($000) $205 Shares 9,450 Est. Cost $28.57 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $201 Shares 1,850 Est. Cost $88.03 Unrealized 0.0%