Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 6, 2020

Total Value ($000): $91,994 (100.0% shares, 0.0% debt)

Holdings (96)

MSFT Microsoft Corporation 6.2%
Value ($000) $5,735 Shares 36,364 Est. Cost $39.88 Unrealized +292.0%
AAPL Apple Inc 3.9%
Value ($000) $3,560 Shares 14,001 Est. Cost $26.49 Unrealized +168.3%
GMED Globus Medical Inc 3.7%
Value ($000) $3,422 Shares 80,472 Est. Cost $33.63 Unrealized +46.9%
INTU Intuit Inc 2.8%
Value ($000) $2,611 Shares 11,350 Est. Cost $83.60 Unrealized +212.1%
BRK/B Berkshire Hathaway Inc Cl B 2.5%
Value ($000) $2,278 Shares 12,458 Est. Cost $155.86 Unrealized +36.4%
COST Costco Wholesale Corp 2.5%
Value ($000) $2,278 Shares 7,991 Est. Cost $110.87 Unrealized +150.6%
PG Procter & Gamble 2.3%
Value ($000) $2,072 Shares 18,835 Est. Cost $63.90 Unrealized +62.5%
MRK Merck & Co 2.2%
Value ($000) $1,991 Shares 25,878 Est. Cost $39.35 Unrealized +65.4%
PGX Invesco Preferred 2.0%
Value ($000) $1,846 Shares 140,258 Est. Cost $14.59 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $1,794 Shares 13,681 Est. Cost $78.41 Unrealized +53.2%
CSCO Cisco Systems Inc 1.9%
Value ($000) $1,741 Shares 44,277 Est. Cost $20.96 Unrealized +74.9%
PYPL PayPal Holdings Inc 1.9%
Value ($000) $1,738 Shares 18,150 Est. Cost $36.26 Unrealized +203.8%
ORCL Oracle Corp 1.9%
Value ($000) $1,713 Shares 35,435 Est. Cost $37.17 Unrealized +27.8%
WRB Berkley W R Corporation 1.7%
Value ($000) $1,535 Shares 29,424 Est. Cost $17.85 Unrealized +47.1%
HD Home Depot Inc 1.7%
Value ($000) $1,529 Shares 8,191 Est. Cost $77.00 Unrealized +146.9%
ZTS Zoetis Inc 1.6%
Value ($000) $1,515 Shares 12,875 Est. Cost $37.22 Unrealized +236.7%
ADP Automatic Data Processing 1.6%
Value ($000) $1,449 Shares 10,600 Est. Cost $77.31 Unrealized +83.6%
IWM iShares Russell 2000 Index 1.5%
Value ($000) $1,420 Shares 12,405 Est. Cost $121.86 Unrealized
PAYX Paychex Inc 1.5%
Value ($000) $1,412 Shares 22,445 Est. Cost $34.26 Unrealized +96.7%
BIV Vgd Int Term Bond Index Fund 1.5%
Value ($000) $1,341 Shares 15,010 Est. Cost $84.71 Unrealized
GOOGL Alphabet Inc Cl A 1.4%
Value ($000) $1,311 Shares 1,128 Est. Cost $42.33 Unrealized +58.9%
SYY Sysco Corporation 1.4%
Value ($000) $1,263 Shares 27,680 Est. Cost $29.75 Unrealized +97.7%
PEP Pepsico Inc 1.3%
Value ($000) $1,238 Shares 10,305 Est. Cost $69.19 Unrealized +63.0%
WTRG Essential Utilities Inc 1.3%
Value ($000) $1,235 Shares 30,348 Est. Cost $47.18 Unrealized 0.0%
BSV Vanguard Short Term Bond Index 1.3%
Value ($000) $1,229 Shares 14,950 Est. Cost $80.23 Unrealized
AMT American Tower Corp 1.3%
Value ($000) $1,223 Shares 5,615 Est. Cost $76.37 Unrealized +158.2%
AXP American Express 1.2%
Value ($000) $1,148 Shares 13,404 Est. Cost $61.51 Unrealized +74.9%
BAC Bank of America Corp 1.2%
Value ($000) $1,109 Shares 52,225 Est. Cost $16.11 Unrealized +60.9%
LOW Lowes Companies Inc 1.2%
Value ($000) $1,061 Shares 12,335 Est. Cost $49.04 Unrealized +100.4%
WM Waste Management Inc 1.1%
Value ($000) $1,052 Shares 11,370 Est. Cost $42.15 Unrealized +147.1%
UPS United Parcel Service Inc 1.1%
Value ($000) $1,033 Shares 11,055 Est. Cost $74.82 Unrealized +9.4%
VIG Vanguard Div Appreciation 1.1%
Value ($000) $1,021 Shares 9,871 Est. Cost $84.34 Unrealized
VZ Verizon Communications 1.1%
Value ($000) $1,012 Shares 18,832 Est. Cost $28.33 Unrealized +44.8%
T A T & T 1.1%
Value ($000) $998 Shares 34,237 Est. Cost $13.36 Unrealized +36.0%
CVX Chevron Corp 1.0%
Value ($000) $928 Shares 12,810 Est. Cost $70.70 Unrealized +7.5%
BDX Becton Dickinson & Co 1.0%
Value ($000) $927 Shares 4,035 Est. Cost $150.31 Unrealized +49.7%
ECL Ecolab Inc 1.0%
Value ($000) $923 Shares 5,920 Est. Cost $100.14 Unrealized +76.1%
GlaxoSmithKline PLC ADR 1.0%
Value ($000) $906 Shares 23,900 Est. Cost $41.57 Unrealized
GOOG Alphabet Inc Cl C 1.0%
Value ($000) $885 Shares 761 Est. Cost $36.19 Unrealized +86.1%
MDLZ Mondelez Intl Inc Cl A 1.0%
Value ($000) $875 Shares 17,475 Est. Cost $28.83 Unrealized +62.0%
TGT Target Corporation 0.9%
Value ($000) $856 Shares 9,210 Est. Cost $60.69 Unrealized +56.5%
LHX L3Harris Technologies Inc 0.9%
Value ($000) $853 Shares 4,735 Est. Cost $180.55 Unrealized +0.8%
SBUX Starbucks Corp 0.9%
Value ($000) $846 Shares 12,875 Est. Cost $38.02 Unrealized +86.8%
PFE Pfizer Inc 0.9%
Value ($000) $842 Shares 25,803 Est. Cost $19.70 Unrealized +31.1%
UNH UnitedHealth Group Inc 0.9%
Value ($000) $810 Shares 3,250 Est. Cost $79.25 Unrealized +215.1%
V Visa Inc 0.9%
Value ($000) $809 Shares 5,020 Est. Cost $63.46 Unrealized +184.7%
RSP Invesco S&P 500 Eq Wt 0.8%
Value ($000) $765 Shares 9,100 Est. Cost $103.12 Unrealized
IEFA iShares Core MSCI EAFE 0.8%
Value ($000) $742 Shares 14,875 Est. Cost $60.29 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $736 Shares 4,450 Est. Cost $72.17 Unrealized +138.1%
United Technologies Corp 0.8%
Value ($000) $730 Shares 7,742 Est. Cost $114.90 Unrealized
INTC Intel Corp 0.8%
Value ($000) $702 Shares 12,980 Est. Cost $29.99 Unrealized +74.5%
JPM JP Morgan Chase & Co 0.8%
Value ($000) $699 Shares 7,760 Est. Cost $49.83 Unrealized +107.9%
CSX CSX Corp 0.7%
Value ($000) $685 Shares 11,950 Est. Cost $9.40 Unrealized +129.3%
COP ConocoPhillips 0.7%
Value ($000) $668 Shares 21,695 Est. Cost $43.19 Unrealized -5.1%
CL Colgate-Palmolive Co 0.7%
Value ($000) $664 Shares 10,000 Est. Cost $53.22 Unrealized +15.6%
CVS CVS Health Corporation 0.7%
Value ($000) $653 Shares 11,000 Est. Cost $49.77 Unrealized +11.1%
TJX TJX Companies Inc 0.7%
Value ($000) $649 Shares 13,575 Est. Cost $42.15 Unrealized +26.5%
IDA IdaCorp Incorporated 0.7%
Value ($000) $644 Shares 7,336 Est. Cost $61.34 Unrealized +67.8%
CMCSA Comcast Corp Class A 0.7%
Value ($000) $643 Shares 18,700 Est. Cost $28.25 Unrealized +27.6%
RPM RPM International 0.7%
Value ($000) $625 Shares 10,505 Est. Cost $47.65 Unrealized +44.6%
AWK American Water Works Inc 0.7%
Value ($000) $619 Shares 5,175 Est. Cost $61.73 Unrealized +87.0%
SMG Scotts Miracle Group 0.7%
Value ($000) $617 Shares 6,025 Est. Cost $43.44 Unrealized +101.9%
ABBV AbbVie Inc 0.6%
Value ($000) $572 Shares 7,508 Est. Cost $40.24 Unrealized +67.0%
CLX Clorox Company 0.6%
Value ($000) $572 Shares 3,300 Est. Cost $80.03 Unrealized +73.3%
NEE NextEra Energy Inc 0.6%
Value ($000) $565 Shares 2,350 Est. Cost $21.70 Unrealized +150.2%
WMT Walmart Inc 0.5%
Value ($000) $504 Shares 4,440 Est. Cost $22.19 Unrealized +59.4%
SPY SPDR S&P 500 0.5%
Value ($000) $499 Shares 1,935 Est. Cost $205.30 Unrealized
IFF Intl Flavors & Fragrances 0.5%
Value ($000) $459 Shares 4,495 Est. Cost $110.50 Unrealized -4.0%
YUM YUM! Brands Inc 0.5%
Value ($000) $456 Shares 6,650 Est. Cost $50.18 Unrealized +66.6%
ED Consolidated Edison Inc 0.5%
Value ($000) $441 Shares 5,650 Est. Cost $44.62 Unrealized +58.7%
LMT Lockheed Martin Corp 0.5%
Value ($000) $437 Shares 1,290 Est. Cost $137.24 Unrealized +144.0%
VFC V F Corporation 0.5%
Value ($000) $425 Shares 7,850 Est. Cost $64.96 Unrealized +20.0%
MET MetLife Inc 0.4%
Value ($000) $411 Shares 13,450 Est. Cost $31.87 Unrealized +14.3%
VLO Valero Energy Corp 0.4%
Value ($000) $370 Shares 8,150 Est. Cost $52.29 Unrealized +9.4%
PSX Phillips 66 0.4%
Value ($000) $355 Shares 6,625 Est. Cost $51.20 Unrealized +24.6%
EEMV iShares MSCI EmergMkt Min Vol 0.4%
Value ($000) $350 Shares 7,450 Est. Cost $57.64 Unrealized
UNF UniFirst Corp 0.4%
Value ($000) $348 Shares 2,300 Est. Cost $156.76 Unrealized +15.8%
MMM 3M Company 0.4%
Value ($000) $346 Shares 2,535 Est. Cost $89.68 Unrealized +18.1%
DGX Quest Diagnostics Inc 0.4%
Value ($000) $337 Shares 4,200 Est. Cost $51.02 Unrealized +80.7%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $334 Shares 6,000 Est. Cost $40.64 Unrealized +19.5%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $324 Shares 1,700 Est. Cost $185.56 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $292 Shares 3,700 Est. Cost $43.36 Unrealized +73.7%
UGI UGI Corporation 0.3%
Value ($000) $286 Shares 10,710 Est. Cost $42.23 Unrealized -10.3%
HSY Hershey Company 0.3%
Value ($000) $278 Shares 2,100 Est. Cost $83.10 Unrealized +54.6%
C Citigroup Inc 0.3%
Value ($000) $273 Shares 6,475 Est. Cost $38.78 Unrealized +39.7%
MAS Masco Corp 0.3%
Value ($000) $270 Shares 7,800 Est. Cost $17.99 Unrealized +119.8%
DD DuPont de Nemours Inc 0.3%
Value ($000) $264 Shares 7,738 Est. Cost $26.04 Unrealized -30.3%
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $259 Shares 7,050 Est. Cost $39.47 Unrealized
KMB Kimberly-Clark Corp 0.3%
Value ($000) $238 Shares 1,862 Est. Cost $86.55 Unrealized +29.5%
IGSB iShares Short Term Corporate 0.3%
Value ($000) $237 Shares 4,530 Est. Cost $80.62 Unrealized
Raytheon Company 0.3%
Value ($000) $236 Shares 1,800 Est. Cost $109.19 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $229 Shares 950 Est. Cost $207.20 Unrealized +38.9%
DHR Danaher Corp 0.2%
Value ($000) $228 Shares 1,650 Est. Cost $99.39 Unrealized +32.1%
EBAY eBay Inc 0.2%
Value ($000) $213 Shares 7,100 Est. Cost $31.52 Unrealized 0.0%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $210 Shares 5,522 Est. Cost $57.64 Unrealized -27.0%
WideOpenWest Inc 0.2%
Value ($000) $162 Shares 34,000 Est. Cost $5.54 Unrealized