Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $118,524 (100.0% shares, 0.0% debt)

Holdings (105)

MSFT Microsoft Corporation 6.2%
Value ($000) $7,381 Shares 35,094 Est. Cost $39.88 Unrealized +403.4%
AAPL Apple Inc 5.2%
Value ($000) $6,219 Shares 53,704 Est. Cost $86.12 Unrealized +23.0%
GMED Globus Medical Inc 3.2%
Value ($000) $3,817 Shares 77,085 Est. Cost $33.63 Unrealized +53.4%
INTU Intuit Inc 3.0%
Value ($000) $3,541 Shares 10,855 Est. Cost $83.60 Unrealized +262.0%
PYPL PayPal Holdings Inc 2.8%
Value ($000) $3,327 Shares 16,885 Est. Cost $36.26 Unrealized +418.2%
COST Costco Wholesale Corp 2.4%
Value ($000) $2,789 Shares 7,856 Est. Cost $110.87 Unrealized +178.8%
PG Procter & Gamble 2.2%
Value ($000) $2,618 Shares 18,835 Est. Cost $63.90 Unrealized +82.1%
BRK/B Berkshire Hathaway Inc Cl B 2.2%
Value ($000) $2,587 Shares 12,148 Est. Cost $155.86 Unrealized +31.2%
HD Home Depot Inc 1.9%
Value ($000) $2,203 Shares 7,931 Est. Cost $79.03 Unrealized +200.7%
ORCL Oracle Corp 1.8%
Value ($000) $2,186 Shares 36,620 Est. Cost $37.77 Unrealized +39.6%
PGX Invesco Preferred 1.8%
Value ($000) $2,118 Shares 143,758 Est. Cost $14.60 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $2,117 Shares 14,221 Est. Cost $80.89 Unrealized +57.0%
MRK Merck & Co 1.8%
Value ($000) $2,092 Shares 25,218 Est. Cost $39.35 Unrealized +67.5%
LOW Lowes Companies Inc 1.7%
Value ($000) $2,046 Shares 12,335 Est. Cost $49.04 Unrealized +185.2%
ZTS Zoetis Inc 1.7%
Value ($000) $2,038 Shares 12,325 Est. Cost $37.22 Unrealized +294.2%
IWM iShares Russell 2000 Index 1.6%
Value ($000) $1,866 Shares 12,455 Est. Cost $121.86 Unrealized
UPS United Parcel Service Inc 1.6%
Value ($000) $1,855 Shares 11,130 Est. Cost $74.82 Unrealized +56.8%
PAYX Paychex Inc 1.5%
Value ($000) $1,774 Shares 22,245 Est. Cost $34.26 Unrealized +88.4%
SYY Sysco Corporation 1.5%
Value ($000) $1,772 Shares 28,485 Est. Cost $30.13 Unrealized +67.3%
WRB Berkley W R Corporation 1.5%
Value ($000) $1,769 Shares 28,924 Est. Cost $17.93 Unrealized +35.3%
CSCO Cisco Systems Inc 1.5%
Value ($000) $1,742 Shares 44,227 Est. Cost $21.34 Unrealized +73.6%
GOOGL Alphabet Inc Cl A 1.5%
Value ($000) $1,741 Shares 1,188 Est. Cost $43.76 Unrealized +72.8%
BIV Vgd Int Term Bond Index Fund 1.4%
Value ($000) $1,688 Shares 18,060 Est. Cost $86.18 Unrealized
PEP Pepsico Inc 1.3%
Value ($000) $1,574 Shares 11,355 Est. Cost $73.38 Unrealized +57.0%
BSV Vanguard Short Term Bond Index 1.3%
Value ($000) $1,557 Shares 18,750 Est. Cost $80.80 Unrealized
TGT Target Corporation 1.3%
Value ($000) $1,485 Shares 9,435 Est. Cost $61.49 Unrealized +93.0%
ADP Automatic Data Processing 1.2%
Value ($000) $1,444 Shares 10,350 Est. Cost $77.31 Unrealized +61.7%
AXP American Express 1.2%
Value ($000) $1,417 Shares 14,139 Est. Cost $63.25 Unrealized +45.3%
AMT American Tower Corp 1.2%
Value ($000) $1,413 Shares 5,845 Est. Cost $87.06 Unrealized +148.9%
SBUX Starbucks Corp 1.2%
Value ($000) $1,376 Shares 16,015 Est. Cost $44.00 Unrealized +60.9%
BAC Bank of America Corp 1.1%
Value ($000) $1,282 Shares 53,225 Est. Cost $16.20 Unrealized +34.7%
WM Waste Management Inc 1.1%
Value ($000) $1,258 Shares 11,120 Est. Cost $42.15 Unrealized +140.4%
WTRG Essential Utilities Inc 1.0%
Value ($000) $1,240 Shares 30,798 Est. Cost $47.01 Unrealized -8.6%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $1,216 Shares 9,455 Est. Cost $84.34 Unrealized
VZ Verizon Communications 1.0%
Value ($000) $1,158 Shares 19,467 Est. Cost $28.98 Unrealized +46.9%
ECL Ecolab Inc 1.0%
Value ($000) $1,153 Shares 5,770 Est. Cost $100.14 Unrealized +88.2%
GOOG Alphabet Inc Cl C 0.9%
Value ($000) $1,118 Shares 761 Est. Cost $36.19 Unrealized +109.3%
RSP Invesco S&P 500 Eq Wt 0.9%
Value ($000) $1,084 Shares 10,025 Est. Cost $103.47 Unrealized
JPM JP Morgan Chase & Co 0.9%
Value ($000) $1,078 Shares 11,195 Est. Cost $60.11 Unrealized +42.2%
PFE Pfizer Inc 0.9%
Value ($000) $1,041 Shares 28,353 Est. Cost $20.34 Unrealized +33.3%
UNH UnitedHealth Group Inc 0.9%
Value ($000) $1,013 Shares 3,250 Est. Cost $87.01 Unrealized +223.2%
V Visa Inc 0.9%
Value ($000) $1,011 Shares 5,055 Est. Cost $63.46 Unrealized +202.9%
CVX Chevron Corp 0.8%
Value ($000) $1,002 Shares 13,910 Est. Cost $70.47 Unrealized -5.6%
MDLZ Mondelez Intl Inc Cl A 0.8%
Value ($000) $967 Shares 16,825 Est. Cost $28.83 Unrealized +68.4%
T A T & T 0.8%
Value ($000) $943 Shares 33,087 Est. Cost $13.39 Unrealized +16.2%
MCD McDonalds Corp 0.8%
Value ($000) $942 Shares 4,290 Est. Cost $74.72 Unrealized +142.8%
BDX Becton Dickinson & Co 0.8%
Value ($000) $913 Shares 3,925 Est. Cost $150.31 Unrealized +49.9%
CMCSA Comcast Corp Class A 0.8%
Value ($000) $911 Shares 19,700 Est. Cost $28.66 Unrealized +31.3%
IEFA iShares Core MSCI EAFE 0.8%
Value ($000) $906 Shares 15,025 Est. Cost $60.29 Unrealized
CSX CSX Corp 0.8%
Value ($000) $889 Shares 11,450 Est. Cost $9.88 Unrealized +132.3%
GlaxoSmithKline PLC ADR 0.7%
Value ($000) $885 Shares 23,500 Est. Cost $41.57 Unrealized
SMG Scotts Miracle Group 0.7%
Value ($000) $868 Shares 5,675 Est. Cost $43.44 Unrealized +189.2%
RPM RPM International 0.7%
Value ($000) $854 Shares 10,305 Est. Cost $47.65 Unrealized +71.4%
CL Colgate-Palmolive Co 0.7%
Value ($000) $837 Shares 10,850 Est. Cost $54.27 Unrealized +24.1%
TJX TJX Companies Inc 0.7%
Value ($000) $817 Shares 14,675 Est. Cost $42.72 Unrealized +17.2%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $804 Shares 4,735 Est. Cost $180.55 Unrealized -12.9%
AWK American Water Works Inc 0.6%
Value ($000) $750 Shares 5,175 Est. Cost $61.73 Unrealized +107.1%
INTC Intel Corp 0.6%
Value ($000) $716 Shares 13,830 Est. Cost $30.91 Unrealized +50.5%
UNF UniFirst Corp 0.6%
Value ($000) $674 Shares 3,560 Est. Cost $162.93 Unrealized +10.8%
ABBV AbbVie Inc 0.6%
Value ($000) $660 Shares 7,531 Est. Cost $40.72 Unrealized +87.4%
CLX Clorox Company 0.6%
Value ($000) $657 Shares 3,125 Est. Cost $80.03 Unrealized +136.1%
CVS CVS Health Corporation 0.6%
Value ($000) $656 Shares 11,225 Est. Cost $49.86 Unrealized +5.1%
SPY SPDR S&P 500 0.5%
Value ($000) $648 Shares 1,935 Est. Cost $205.30 Unrealized
NEE NextEra Energy Inc 0.5%
Value ($000) $625 Shares 2,250 Est. Cost $21.70 Unrealized +177.8%
DIS Disney Walt Company 0.5%
Value ($000) $624 Shares 5,027 Est. Cost $122.12 Unrealized 0.0%
WMT Walmart Inc 0.5%
Value ($000) $619 Shares 4,425 Est. Cost $22.19 Unrealized +86.1%
VFC V F Corporation 0.5%
Value ($000) $615 Shares 8,750 Est. Cost $64.59 Unrealized +0.0%
YUM YUM Brands Inc 0.5%
Value ($000) $612 Shares 6,700 Est. Cost $50.18 Unrealized +66.2%
IDA IdaCorp Incorporated 0.5%
Value ($000) $586 Shares 7,336 Est. Cost $61.34 Unrealized +43.6%
IFF Intl Flavors & Fragrances 0.5%
Value ($000) $580 Shares 4,735 Est. Cost $110.37 Unrealized -2.6%
BX Blackstone Group Inc 0.4%
Value ($000) $523 Shares 10,025 Est. Cost $44.51 Unrealized 0.0%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $498 Shares 8,655 Est. Cost $53.70 Unrealized 0.0%
LMT Lockheed Martin Corp 0.4%
Value ($000) $494 Shares 1,290 Est. Cost $137.24 Unrealized +139.8%
DGX Quest Diagnostics Inc 0.4%
Value ($000) $487 Shares 4,250 Est. Cost $51.67 Unrealized +106.2%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $472 Shares 1,700 Est. Cost $185.56 Unrealized
COP ConocoPhillips 0.4%
Value ($000) $456 Shares 13,875 Est. Cost $43.19 Unrealized -27.7%
ED Consolidated Edison Inc 0.4%
Value ($000) $440 Shares 5,650 Est. Cost $44.62 Unrealized +36.2%
MAS Masco Corp 0.4%
Value ($000) $430 Shares 7,800 Est. Cost $17.99 Unrealized +183.6%
DD DuPont de Nemours Inc 0.4%
Value ($000) $422 Shares 7,601 Est. Cost $25.94 Unrealized -18.7%
VLO Valero Energy Corp 0.3%
Value ($000) $391 Shares 9,025 Est. Cost $51.62 Unrealized -17.5%
MMM 3M Company 0.3%
Value ($000) $386 Shares 2,410 Est. Cost $89.68 Unrealized +23.1%
UGI UGI Corporation 0.3%
Value ($000) $374 Shares 11,350 Est. Cost $41.68 Unrealized -20.4%
PSX Phillips 66 0.3%
Value ($000) $373 Shares 7,200 Est. Cost $51.05 Unrealized -3.9%
ABT Abbott Laboratories 0.3%
Value ($000) $370 Shares 3,400 Est. Cost $43.36 Unrealized +113.0%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $362 Shares 6,000 Est. Cost $40.64 Unrealized +19.6%
DHR Danaher Corp 0.3%
Value ($000) $355 Shares 1,650 Est. Cost $99.39 Unrealized +74.8%
EBAY eBay Inc 0.3%
Value ($000) $349 Shares 6,700 Est. Cost $31.61 Unrealized +58.9%
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $331 Shares 8,075 Est. Cost $39.64 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $321 Shares 950 Est. Cost $207.20 Unrealized +52.4%
MET MetLife Inc 0.3%
Value ($000) $316 Shares 8,500 Est. Cost $31.87 Unrealized +0.4%
HSY Hershey Company 0.3%
Value ($000) $301 Shares 2,100 Est. Cost $83.10 Unrealized +50.3%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $275 Shares 1,862 Est. Cost $86.55 Unrealized +42.7%
IGSB iShares Short Term Corporate 0.2%
Value ($000) $272 Shares 4,950 Est. Cost $78.03 Unrealized
IUSG iShares Core S&P US Growth 0.2%
Value ($000) $272 Shares 3,400 Est. Cost $71.76 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $266 Shares 1,350 Est. Cost $141.44 Unrealized +16.6%
EEMV iShares MSCI EmergMkt Min Vol 0.2%
Value ($000) $259 Shares 4,700 Est. Cost $57.64 Unrealized
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $253 Shares 4,900 Est. Cost $49.80 Unrealized
AOR iShares Core Growth Allocation 0.2%
Value ($000) $243 Shares 5,008 Est. Cost $46.61 Unrealized
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $231 Shares 985 Est. Cost $234.52 Unrealized
C Citigroup Inc 0.2%
Value ($000) $223 Shares 5,175 Est. Cost $38.78 Unrealized +5.8%
RSG Republic Services Inc 0.2%
Value ($000) $219 Shares 2,350 Est. Cost $83.05 Unrealized 0.0%
WEC WEC Energy Group 0.2%
Value ($000) $208 Shares 2,150 Est. Cost $78.10 Unrealized 0.0%
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $207 Shares 3,250 Est. Cost $63.69 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $205 Shares 4,150 Est. Cost $40.79 Unrealized 0.0%
WideOpenWest Inc 0.1%
Value ($000) $176 Shares 34,000 Est. Cost $5.54 Unrealized