Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $106,754 (100.0% shares, 0.0% debt)

Holdings (99)

MSFT Microsoft Corporation 6.7%
Value ($000) $7,123 Shares 34,999 Est. Cost $39.88 Unrealized +334.0%
AAPL Apple Inc 4.6%
Value ($000) $4,892 Shares 13,411 Est. Cost $26.49 Unrealized +183.4%
GMED Globus Medical Inc 3.5%
Value ($000) $3,699 Shares 77,528 Est. Cost $33.63 Unrealized +43.5%
INTU Intuit Inc 3.0%
Value ($000) $3,233 Shares 10,915 Est. Cost $83.60 Unrealized +216.9%
PYPL PayPal Holdings Inc 2.8%
Value ($000) $2,977 Shares 17,085 Est. Cost $36.26 Unrealized +280.3%
COST Costco Wholesale Corp 2.2%
Value ($000) $2,374 Shares 7,831 Est. Cost $110.87 Unrealized +151.8%
PG Procter & Gamble 2.1%
Value ($000) $2,234 Shares 18,685 Est. Cost $63.90 Unrealized +58.9%
BRK/B Berkshire Hathaway Inc Cl B 2.0%
Value ($000) $2,151 Shares 12,048 Est. Cost $155.86 Unrealized +17.2%
CSCO Cisco Systems Inc 1.9%
Value ($000) $2,014 Shares 43,177 Est. Cost $20.96 Unrealized +76.5%
HD Home Depot Inc 1.8%
Value ($000) $1,962 Shares 7,831 Est. Cost $77.00 Unrealized +159.4%
ORCL Oracle Corp 1.8%
Value ($000) $1,946 Shares 35,210 Est. Cost $37.17 Unrealized +31.8%
MRK Merck & Co 1.8%
Value ($000) $1,942 Shares 25,118 Est. Cost $39.35 Unrealized +59.8%
PGX Invesco Preferred 1.8%
Value ($000) $1,910 Shares 135,258 Est. Cost $14.59 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $1,898 Shares 13,496 Est. Cost $78.41 Unrealized +58.4%
IWM iShares Russell 2000 Index 1.7%
Value ($000) $1,783 Shares 12,455 Est. Cost $121.86 Unrealized
GOOGL Alphabet Inc Cl A 1.6%
Value ($000) $1,699 Shares 1,198 Est. Cost $43.76 Unrealized +52.9%
ZTS Zoetis Inc 1.6%
Value ($000) $1,689 Shares 12,325 Est. Cost $37.22 Unrealized +234.4%
PAYX Paychex Inc 1.6%
Value ($000) $1,670 Shares 22,045 Est. Cost $34.26 Unrealized +72.1%
LOW Lowes Companies Inc 1.6%
Value ($000) $1,667 Shares 12,335 Est. Cost $49.04 Unrealized +110.7%
WRB Berkley W R Corporation 1.5%
Value ($000) $1,636 Shares 28,549 Est. Cost $17.85 Unrealized +21.3%
ADP Automatic Data Processing 1.4%
Value ($000) $1,541 Shares 10,350 Est. Cost $77.31 Unrealized +64.3%
SYY Sysco Corporation 1.4%
Value ($000) $1,528 Shares 27,955 Est. Cost $29.75 Unrealized +51.9%
BIV Vgd Int Term Bond Index Fund 1.3%
Value ($000) $1,417 Shares 15,210 Est. Cost $84.82 Unrealized
AMT American Tower Corp 1.3%
Value ($000) $1,396 Shares 5,400 Est. Cost $76.37 Unrealized +175.7%
PEP Pepsico Inc 1.3%
Value ($000) $1,384 Shares 10,465 Est. Cost $69.82 Unrealized +58.7%
BSV Vanguard Short Term Bond Index 1.2%
Value ($000) $1,305 Shares 15,700 Est. Cost $80.37 Unrealized
AXP American Express 1.2%
Value ($000) $1,269 Shares 13,329 Est. Cost $61.51 Unrealized +39.2%
WTRG Essential Utilities Inc 1.2%
Value ($000) $1,248 Shares 29,548 Est. Cost $47.18 Unrealized -10.5%
BAC Bank of America Corp 1.2%
Value ($000) $1,244 Shares 52,375 Est. Cost $16.11 Unrealized +27.7%
UPS United Parcel Service Inc 1.2%
Value ($000) $1,232 Shares 11,080 Est. Cost $74.82 Unrealized +6.6%
CVX Chevron Corp 1.1%
Value ($000) $1,181 Shares 13,235 Est. Cost $70.67 Unrealized -1.2%
WM Waste Management Inc 1.1%
Value ($000) $1,178 Shares 11,120 Est. Cost $42.15 Unrealized +118.6%
ECL Ecolab Inc 1.1%
Value ($000) $1,148 Shares 5,770 Est. Cost $100.14 Unrealized +81.9%
TGT Target Corporation 1.1%
Value ($000) $1,129 Shares 9,410 Est. Cost $61.49 Unrealized +59.7%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $1,108 Shares 9,455 Est. Cost $84.34 Unrealized
GOOG Alphabet Inc Cl C 1.0%
Value ($000) $1,076 Shares 761 Est. Cost $36.19 Unrealized +85.1%
SBUX Starbucks Corp 1.0%
Value ($000) $1,064 Shares 14,465 Est. Cost $41.13 Unrealized +61.3%
VZ Verizon Communications 1.0%
Value ($000) $1,024 Shares 18,582 Est. Cost $28.33 Unrealized +43.9%
T A T & T 0.9%
Value ($000) $985 Shares 32,587 Est. Cost $13.36 Unrealized +16.0%
V Visa Inc 0.9%
Value ($000) $970 Shares 5,020 Est. Cost $63.46 Unrealized +176.6%
GlaxoSmithKline PLC ADR 0.9%
Value ($000) $958 Shares 23,485 Est. Cost $41.57 Unrealized
RSP Invesco S&P 500 Eq Wt 0.9%
Value ($000) $944 Shares 9,275 Est. Cost $103.10 Unrealized
BDX Becton Dickinson & Co 0.9%
Value ($000) $942 Shares 3,935 Est. Cost $150.31 Unrealized +46.6%
UNH UnitedHealth Group Inc 0.9%
Value ($000) $922 Shares 3,125 Est. Cost $79.25 Unrealized +229.5%
JPM JP Morgan Chase & Co 0.9%
Value ($000) $916 Shares 9,735 Est. Cost $56.31 Unrealized +45.2%
MDLZ Mondelez Intl Inc Cl A 0.8%
Value ($000) $860 Shares 16,825 Est. Cost $28.83 Unrealized +54.5%
PFE Pfizer Inc 0.8%
Value ($000) $847 Shares 25,903 Est. Cost $19.70 Unrealized +31.9%
IEFA iShares Core MSCI EAFE 0.8%
Value ($000) $812 Shares 14,200 Est. Cost $60.29 Unrealized
LHX L3Harris Technologies Inc 0.8%
Value ($000) $803 Shares 4,735 Est. Cost $180.55 Unrealized -7.1%
RPM RPM International 0.7%
Value ($000) $789 Shares 10,505 Est. Cost $47.65 Unrealized +45.9%
SMG Scotts Miracle Group 0.7%
Value ($000) $783 Shares 5,825 Est. Cost $43.44 Unrealized +138.0%
INTC Intel Corp 0.7%
Value ($000) $781 Shares 13,055 Est. Cost $29.99 Unrealized +77.4%
MCD McDonalds Corp 0.7%
Value ($000) $773 Shares 4,190 Est. Cost $72.17 Unrealized +123.1%
CSX CSX Corp 0.7%
Value ($000) $771 Shares 11,050 Est. Cost $9.40 Unrealized +118.1%
CL Colgate-Palmolive Co 0.7%
Value ($000) $742 Shares 10,125 Est. Cost $53.34 Unrealized +16.9%
CMCSA Comcast Corp Class A 0.7%
Value ($000) $739 Shares 18,950 Est. Cost $28.31 Unrealized +15.7%
ABBV AbbVie Inc 0.7%
Value ($000) $730 Shares 7,431 Est. Cost $40.24 Unrealized +75.2%
CVS CVS Health Corporation 0.7%
Value ($000) $705 Shares 10,850 Est. Cost $49.77 Unrealized +5.7%
CLX Clorox Company 0.6%
Value ($000) $691 Shares 3,150 Est. Cost $80.03 Unrealized +110.8%
TJX TJX Companies Inc 0.6%
Value ($000) $689 Shares 13,625 Est. Cost $42.15 Unrealized +10.6%
COP ConocoPhillips 0.6%
Value ($000) $674 Shares 16,045 Est. Cost $43.19 Unrealized -23.8%
AWK American Water Works Inc 0.6%
Value ($000) $666 Shares 5,175 Est. Cost $61.73 Unrealized +81.3%
IDA IdaCorp Incorporated 0.6%
Value ($000) $641 Shares 7,336 Est. Cost $61.34 Unrealized +47.1%
SPY SPDR S&P 500 0.6%
Value ($000) $597 Shares 1,935 Est. Cost $205.30 Unrealized
Raytheon Technologies Corp 0.6%
Value ($000) $594 Shares 9,638 Est. Cost $61.63 Unrealized
YUM YUM Brands Inc 0.5%
Value ($000) $578 Shares 6,650 Est. Cost $50.18 Unrealized +53.2%
IFF Intl Flavors & Fragrances 0.5%
Value ($000) $569 Shares 4,645 Est. Cost $110.43 Unrealized -1.8%
NEE NextEra Energy Inc 0.5%
Value ($000) $564 Shares 2,350 Est. Cost $21.70 Unrealized +139.5%
WMT Walmart Inc 0.5%
Value ($000) $532 Shares 4,440 Est. Cost $22.19 Unrealized +71.5%
VLO Valero Energy Corp 0.5%
Value ($000) $507 Shares 8,625 Est. Cost $52.04 Unrealized -8.2%
VFC V F Corporation 0.5%
Value ($000) $506 Shares 8,300 Est. Cost $64.59 Unrealized -9.8%
UNF UniFirst Corp 0.5%
Value ($000) $487 Shares 2,720 Est. Cost $157.47 Unrealized +2.5%
PSX Phillips 66 0.4%
Value ($000) $480 Shares 6,675 Est. Cost $51.20 Unrealized +9.8%
DGX Quest Diagnostics Inc 0.4%
Value ($000) $479 Shares 4,200 Est. Cost $51.02 Unrealized +86.6%
LMT Lockheed Martin Corp 0.4%
Value ($000) $471 Shares 1,290 Est. Cost $137.24 Unrealized +135.9%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $421 Shares 1,700 Est. Cost $185.56 Unrealized
ED Consolidated Edison Inc 0.4%
Value ($000) $406 Shares 5,650 Est. Cost $44.62 Unrealized +40.4%
DD DuPont de Nemours Inc 0.4%
Value ($000) $396 Shares 7,451 Est. Cost $26.04 Unrealized -33.0%
MAS Masco Corp 0.4%
Value ($000) $392 Shares 7,800 Est. Cost $17.99 Unrealized +118.9%
MET MetLife Inc 0.4%
Value ($000) $391 Shares 10,700 Est. Cost $31.87 Unrealized -9.1%
EBAY eBay Inc 0.4%
Value ($000) $378 Shares 7,200 Est. Cost $31.61 Unrealized +21.5%
MMM 3M Company 0.4%
Value ($000) $376 Shares 2,410 Est. Cost $89.68 Unrealized +14.2%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $353 Shares 6,000 Est. Cost $40.64 Unrealized +17.9%
UGI UGI Corporation 0.3%
Value ($000) $345 Shares 10,860 Est. Cost $42.06 Unrealized -27.9%
C Citigroup Inc 0.3%
Value ($000) $318 Shares 6,225 Est. Cost $38.78 Unrealized -0.3%
ABT Abbott Laboratories 0.3%
Value ($000) $311 Shares 3,400 Est. Cost $43.36 Unrealized +89.0%
DHR Danaher Corp 0.3%
Value ($000) $292 Shares 1,650 Est. Cost $99.39 Unrealized +40.9%
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $287 Shares 7,200 Est. Cost $39.48 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $281 Shares 950 Est. Cost $207.20 Unrealized +31.9%
HSY Hershey Company 0.3%
Value ($000) $272 Shares 2,100 Est. Cost $83.10 Unrealized +41.6%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $263 Shares 1,862 Est. Cost $86.55 Unrealized +30.2%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $244 Shares 4,900 Est. Cost $49.80 Unrealized
IUSG iShares Core S&P US Growth 0.2%
Value ($000) $244 Shares 3,400 Est. Cost $71.76 Unrealized
EEMV iShares MSCI EmergMkt Min Vol 0.2%
Value ($000) $244 Shares 4,700 Est. Cost $57.64 Unrealized
IGSB iShares Short Term Corporate 0.2%
Value ($000) $243 Shares 4,450 Est. Cost $80.62 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $228 Shares 1,350 Est. Cost $141.44 Unrealized 0.0%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $213 Shares 4,772 Est. Cost $57.64 Unrealized -39.6%
AOR iShares Core Growth Allocation 0.2%
Value ($000) $209 Shares 4,505 Est. Cost $46.39 Unrealized
WideOpenWest Inc 0.2%
Value ($000) $179 Shares 34,000 Est. Cost $5.54 Unrealized