Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 8, 2021

Total Value ($000): $135,639 (100.0% shares, 0.0% debt)

Holdings (111)

MSFT Microsoft Corporation 5.7%
Value ($000) $7,771 Shares 34,939 Est. Cost $39.88 Unrealized +416.7%
AAPL Apple Inc 5.3%
Value ($000) $7,213 Shares 54,359 Est. Cost $86.49 Unrealized +35.3%
GMED Globus Medical Inc 3.7%
Value ($000) $5,027 Shares 77,085 Est. Cost $33.63 Unrealized +70.9%
INTU Intuit Inc 3.0%
Value ($000) $4,118 Shares 10,840 Est. Cost $83.60 Unrealized +307.1%
PYPL PayPal Holdings Inc 2.9%
Value ($000) $3,896 Shares 16,635 Est. Cost $36.26 Unrealized +470.1%
COST Costco Wholesale Corp 2.2%
Value ($000) $3,041 Shares 8,071 Est. Cost $117.17 Unrealized +196.5%
BRK/B Berkshire Hathaway Inc Cl B 2.1%
Value ($000) $2,853 Shares 12,303 Est. Cost $156.67 Unrealized +40.6%
BIV Vgd Int Term Bond Index Fund 2.1%
Value ($000) $2,810 Shares 30,260 Est. Cost $88.88 Unrealized
PG Procter & Gamble 1.9%
Value ($000) $2,561 Shares 18,405 Est. Cost $63.90 Unrealized +92.8%
IWM iShares Russell 2000 Index 1.8%
Value ($000) $2,442 Shares 12,455 Est. Cost $121.86 Unrealized
ORCL Oracle Corp 1.7%
Value ($000) $2,369 Shares 36,620 Est. Cost $37.77 Unrealized +47.0%
JNJ Johnson & Johnson 1.6%
Value ($000) $2,213 Shares 14,061 Est. Cost $80.89 Unrealized +57.7%
PGX Invesco Preferred 1.6%
Value ($000) $2,194 Shares 143,758 Est. Cost $14.60 Unrealized
SYY Sysco Corporation 1.6%
Value ($000) $2,115 Shares 28,485 Est. Cost $30.13 Unrealized +99.2%
HD Home Depot Inc 1.5%
Value ($000) $2,095 Shares 7,886 Est. Cost $79.03 Unrealized +206.8%
GOOGL Alphabet Inc Cl A 1.5%
Value ($000) $2,084 Shares 1,189 Est. Cost $43.76 Unrealized +90.8%
PAYX Paychex Inc 1.5%
Value ($000) $2,070 Shares 22,220 Est. Cost $34.26 Unrealized +124.5%
MRK Merck & Co 1.5%
Value ($000) $2,055 Shares 25,128 Est. Cost $39.35 Unrealized +64.8%
ZTS Zoetis Inc 1.5%
Value ($000) $2,027 Shares 12,250 Est. Cost $37.22 Unrealized +317.6%
BSV Vanguard Short Term Bond Index 1.5%
Value ($000) $1,998 Shares 24,100 Est. Cost $81.27 Unrealized
LOW Lowes Companies Inc 1.5%
Value ($000) $1,968 Shares 12,260 Est. Cost $49.04 Unrealized +201.9%
CSCO Cisco Systems Inc 1.4%
Value ($000) $1,953 Shares 43,647 Est. Cost $21.34 Unrealized +65.3%
WRB Berkley W R Corporation 1.4%
Value ($000) $1,914 Shares 28,824 Est. Cost $17.93 Unrealized +42.5%
UPS United Parcel Service Inc 1.4%
Value ($000) $1,874 Shares 11,130 Est. Cost $74.82 Unrealized +83.0%
ADP Automatic Data Processing 1.3%
Value ($000) $1,815 Shares 10,300 Est. Cost $77.31 Unrealized +90.7%
AXP American Express 1.3%
Value ($000) $1,724 Shares 14,259 Est. Cost $63.25 Unrealized +64.2%
PEP Pepsico Inc 1.3%
Value ($000) $1,720 Shares 11,600 Est. Cost $74.39 Unrealized +63.0%
SBUX Starbucks Corp 1.3%
Value ($000) $1,713 Shares 16,015 Est. Cost $44.00 Unrealized +93.5%
TGT Target Corporation 1.2%
Value ($000) $1,621 Shares 9,185 Est. Cost $61.49 Unrealized +135.6%
BAC Bank of America Corp 1.2%
Value ($000) $1,613 Shares 53,225 Est. Cost $16.20 Unrealized +46.1%
RSP Invesco S&P 500 Eq Wt 1.1%
Value ($000) $1,557 Shares 12,210 Est. Cost $107.78 Unrealized
JPM JP Morgan Chase & Co 1.1%
Value ($000) $1,496 Shares 11,775 Est. Cost $61.98 Unrealized +58.3%
WTRG Essential Utilities Inc 1.1%
Value ($000) $1,456 Shares 30,786 Est. Cost $47.01 Unrealized -5.5%
AMT American Tower Corp 1.0%
Value ($000) $1,360 Shares 6,060 Est. Cost $91.05 Unrealized +119.3%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $1,350 Shares 9,565 Est. Cost $84.99 Unrealized
GOOG Alphabet Inc Cl C 1.0%
Value ($000) $1,324 Shares 756 Est. Cost $36.19 Unrealized +131.4%
WM Waste Management Inc 1.0%
Value ($000) $1,308 Shares 11,095 Est. Cost $42.15 Unrealized +154.9%
ECL Ecolab Inc 0.9%
Value ($000) $1,248 Shares 5,770 Est. Cost $100.14 Unrealized +97.2%
CVX Chevron Corp 0.9%
Value ($000) $1,185 Shares 14,035 Est. Cost $70.47 Unrealized -7.7%
DIS Disney (Walt) Company 0.9%
Value ($000) $1,176 Shares 6,492 Est. Cost $126.21 Unrealized +11.1%
VZ Verizon Communications 0.9%
Value ($000) $1,176 Shares 20,017 Est. Cost $29.39 Unrealized +49.7%
IEFA iShares Core MSCI EAFE 0.9%
Value ($000) $1,164 Shares 16,850 Est. Cost $61.24 Unrealized
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,122 Shares 3,200 Est. Cost $87.01 Unrealized +254.2%
BDX Becton Dickinson & Co 0.8%
Value ($000) $1,118 Shares 4,470 Est. Cost $158.15 Unrealized +35.7%
V Visa Inc 0.8%
Value ($000) $1,102 Shares 5,040 Est. Cost $63.46 Unrealized +210.8%
SMG Scotts Miracle Group 0.8%
Value ($000) $1,100 Shares 5,525 Est. Cost $43.44 Unrealized +227.7%
CMCSA Comcast Corp Class A 0.8%
Value ($000) $1,079 Shares 20,600 Est. Cost $29.23 Unrealized +42.5%
PFE Pfizer Inc 0.8%
Value ($000) $1,070 Shares 29,078 Est. Cost $20.55 Unrealized +39.3%
MCD McDonalds Corp 0.8%
Value ($000) $1,043 Shares 4,860 Est. Cost $88.62 Unrealized +118.1%
CSX CSX Corp 0.8%
Value ($000) $1,025 Shares 11,300 Est. Cost $9.88 Unrealized +171.5%
TJX TJX Companies Inc 0.7%
Value ($000) $1,000 Shares 14,650 Est. Cost $42.72 Unrealized +32.2%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $984 Shares 16,825 Est. Cost $28.83 Unrealized +73.9%
RPM RPM International 0.7%
Value ($000) $935 Shares 10,305 Est. Cost $47.65 Unrealized +85.0%
CL Colgate-Palmolive Co 0.7%
Value ($000) $928 Shares 10,850 Est. Cost $54.27 Unrealized +35.3%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $895 Shares 4,735 Est. Cost $180.55 Unrealized -8.7%
T A T & T 0.7%
Value ($000) $891 Shares 30,987 Est. Cost $13.39 Unrealized +14.8%
CVS CVS Health Corporation 0.6%
Value ($000) $837 Shares 12,250 Est. Cost $50.31 Unrealized +9.8%
ABBV AbbVie Inc 0.6%
Value ($000) $823 Shares 7,681 Est. Cost $41.47 Unrealized +90.4%
AWK American Water Works Inc 0.6%
Value ($000) $794 Shares 5,175 Est. Cost $61.73 Unrealized +125.8%
UNF UniFirst Corp 0.6%
Value ($000) $769 Shares 3,635 Est. Cost $163.36 Unrealized +12.6%
VFC V F Corporation 0.6%
Value ($000) $756 Shares 8,850 Est. Cost $64.77 Unrealized +23.4%
BX Blackstone Group Inc 0.5%
Value ($000) $731 Shares 11,275 Est. Cost $44.98 Unrealized +8.5%
YUM YUM Brands Inc 0.5%
Value ($000) $727 Shares 6,700 Est. Cost $50.18 Unrealized +84.9%
SPY SPDR S&P 500 0.5%
Value ($000) $710 Shares 1,900 Est. Cost $205.30 Unrealized
IDA IdaCorp Incorporated 0.5%
Value ($000) $704 Shares 7,336 Est. Cost $61.34 Unrealized +48.4%
INTC Intel Corp 0.5%
Value ($000) $696 Shares 13,980 Est. Cost $31.05 Unrealized +41.8%
NEE NextEra Energy Inc 0.5%
Value ($000) $690 Shares 8,950 Est. Cost $54.59 Unrealized +20.2%
GlaxoSmithKline PLC ADR 0.5%
Value ($000) $684 Shares 18,600 Est. Cost $41.57 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $634 Shares 4,400 Est. Cost $22.19 Unrealized +103.9%
CLX Clorox Company 0.5%
Value ($000) $621 Shares 3,075 Est. Cost $80.03 Unrealized +120.4%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $594 Shares 8,305 Est. Cost $53.70 Unrealized +8.8%
DD DuPont de Nemours Inc 0.4%
Value ($000) $549 Shares 7,726 Est. Cost $25.91 Unrealized -8.5%
Invesco QQQ Trust 0.4%
Value ($000) $533 Shares 1,700 Est. Cost $313.53 Unrealized
IFF Intl Flavors & Fragrances 0.4%
Value ($000) $526 Shares 4,835 Est. Cost $110.11 Unrealized -11.4%
DGX Quest Diagnostics Inc 0.4%
Value ($000) $506 Shares 4,250 Est. Cost $51.67 Unrealized +113.8%
PSX Phillips 66 0.4%
Value ($000) $504 Shares 7,200 Est. Cost $51.05 Unrealized -6.0%
VLO Valero Energy Corp 0.4%
Value ($000) $503 Shares 8,900 Est. Cost $51.62 Unrealized -21.4%
COP ConocoPhillips 0.4%
Value ($000) $489 Shares 12,225 Est. Cost $43.19 Unrealized -28.9%
LMT Lockheed Martin Corp 0.3%
Value ($000) $453 Shares 1,275 Est. Cost $137.24 Unrealized +132.4%
MAS Masco Corp 0.3%
Value ($000) $428 Shares 7,800 Est. Cost $17.99 Unrealized +179.7%
MMM 3M Company 0.3%
Value ($000) $421 Shares 2,410 Est. Cost $89.68 Unrealized +31.0%
ED Consolidated Edison Inc 0.3%
Value ($000) $408 Shares 5,650 Est. Cost $44.62 Unrealized +44.8%
MET MetLife Inc 0.3%
Value ($000) $399 Shares 8,500 Est. Cost $31.87 Unrealized +16.1%
UGI UGI Corporation 0.3%
Value ($000) $386 Shares 11,050 Est. Cost $41.68 Unrealized -16.0%
ABT Abbott Laboratories 0.3%
Value ($000) $383 Shares 3,500 Est. Cost $44.96 Unrealized +120.8%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $372 Shares 6,000 Est. Cost $40.64 Unrealized +23.1%
DHR Danaher Corp 0.3%
Value ($000) $367 Shares 1,650 Est. Cost $99.39 Unrealized +97.2%
WideOpenWest Inc 0.3%
Value ($000) $363 Shares 34,000 Est. Cost $5.54 Unrealized
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $362 Shares 8,375 Est. Cost $39.77 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $339 Shares 950 Est. Cost $207.20 Unrealized +56.1%
EBAY eBay Inc 0.2%
Value ($000) $337 Shares 6,700 Est. Cost $31.61 Unrealized +47.7%
EEMV iShares MSCI EmergMkt Min Vol 0.2%
Value ($000) $333 Shares 5,450 Est. Cost $58.11 Unrealized
HSY Hershey Company 0.2%
Value ($000) $320 Shares 2,100 Est. Cost $83.10 Unrealized +57.6%
C Citigroup Inc 0.2%
Value ($000) $319 Shares 5,175 Est. Cost $38.78 Unrealized +9.3%
IGSB iShares Short Term Corporate 0.2%
Value ($000) $312 Shares 5,650 Est. Cost $75.20 Unrealized
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $307 Shares 4,700 Est. Cost $49.80 Unrealized
IUSG iShares Core S&P US Growth 0.2%
Value ($000) $302 Shares 3,400 Est. Cost $71.76 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $281 Shares 1,350 Est. Cost $141.44 Unrealized +25.9%
VTEB Vanguard Muni Bond 0.2%
Value ($000) $276 Shares 5,000 Est. Cost $55.20 Unrealized
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $271 Shares 985 Est. Cost $234.52 Unrealized
AOR iShares Core Growth Allocation 0.2%
Value ($000) $268 Shares 5,133 Est. Cost $46.74 Unrealized
SCHA Schwab US Small-Cap 0.2%
Value ($000) $245 Shares 2,750 Est. Cost $89.09 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $244 Shares 1,812 Est. Cost $86.55 Unrealized +34.0%
HON Honeywell International Inc 0.2%
Value ($000) $239 Shares 1,125 Est. Cost $163.73 Unrealized 0.0%
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $237 Shares 3,250 Est. Cost $63.69 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $230 Shares 715 Est. Cost $286.17 Unrealized 0.0%
KO Coca-Cola Company 0.2%
Value ($000) $228 Shares 4,150 Est. Cost $40.79 Unrealized +8.5%
RSG Republic Services Inc 0.2%
Value ($000) $226 Shares 2,350 Est. Cost $83.05 Unrealized +6.9%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $217 Shares 1,115 Est. Cost $194.62 Unrealized
NEO Neogenomics Inc 0.2%
Value ($000) $215 Shares 4,000 Est. Cost $45.19 Unrealized 0.0%
SO Southern Company 0.2%
Value ($000) $212 Shares 3,450 Est. Cost $49.52 Unrealized 0.0%