Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $143,508 (100.0% shares, 0.0% debt)

Holdings (114)

MSFT Microsoft Corporation 5.7%
Value ($000) $8,120 Shares 34,439 Est. Cost $39.88 Unrealized +458.9%
AAPL Apple Inc 4.6%
Value ($000) $6,603 Shares 54,059 Est. Cost $86.49 Unrealized +44.6%
GMED Globus Medical Inc 3.2%
Value ($000) $4,655 Shares 75,475 Est. Cost $33.63 Unrealized +88.3%
INTU Intuit Inc 2.9%
Value ($000) $4,104 Shares 10,715 Est. Cost $83.60 Unrealized +347.0%
PYPL PayPal Holdings Inc 2.9%
Value ($000) $4,094 Shares 16,860 Est. Cost $39.14 Unrealized +543.7%
BRK/B Berkshire Hathaway Inc Cl B 2.2%
Value ($000) $3,098 Shares 12,128 Est. Cost $156.67 Unrealized +55.0%
BIV Vgd Int Term Bond Index Fund 2.1%
Value ($000) $2,952 Shares 333,275 Est. Cost $16.12 Unrealized
COST Costco Wholesale Corp 2.0%
Value ($000) $2,875 Shares 8,156 Est. Cost $119.38 Unrealized +176.2%
IWM iShares Russell 2000 Index 1.9%
Value ($000) $2,774 Shares 12,555 Est. Cost $121.86 Unrealized
ORCL Oracle Corp 1.8%
Value ($000) $2,564 Shares 36,545 Est. Cost $37.77 Unrealized +60.5%
PG Procter & Gamble 1.7%
Value ($000) $2,438 Shares 18,005 Est. Cost $63.90 Unrealized +81.0%
GOOGL Alphabet Inc Cl A 1.7%
Value ($000) $2,432 Shares 1,179 Est. Cost $43.76 Unrealized +123.8%
LOW Lowes Companies Inc 1.6%
Value ($000) $2,332 Shares 12,260 Est. Cost $49.04 Unrealized +220.1%
HD Home Depot Inc 1.6%
Value ($000) $2,308 Shares 7,561 Est. Cost $79.03 Unrealized +209.3%
JNJ Johnson & Johnson 1.6%
Value ($000) $2,294 Shares 13,961 Est. Cost $80.89 Unrealized +74.1%
CSCO Cisco Systems Inc 1.6%
Value ($000) $2,291 Shares 44,297 Est. Cost $21.63 Unrealized +87.8%
SYY Sysco Corporation 1.6%
Value ($000) $2,251 Shares 28,585 Est. Cost $30.13 Unrealized +125.9%
WRB Berkley W R Corporation 1.5%
Value ($000) $2,183 Shares 28,974 Est. Cost $17.93 Unrealized +52.8%
PGX Invesco Preferred 1.5%
Value ($000) $2,164 Shares 144,258 Est. Cost $14.60 Unrealized
PAYX Paychex Inc 1.5%
Value ($000) $2,158 Shares 22,020 Est. Cost $34.26 Unrealized +134.6%
BAC Bank of America Corp 1.4%
Value ($000) $2,021 Shares 52,225 Est. Cost $16.20 Unrealized +89.1%
AXP American Express 1.4%
Value ($000) $2,003 Shares 14,159 Est. Cost $63.25 Unrealized +96.6%
ZTS Zoetis Inc 1.4%
Value ($000) $1,969 Shares 12,500 Est. Cost $39.51 Unrealized +283.9%
BSV Vanguard Short Term Bond Index 1.4%
Value ($000) $1,952 Shares 23,750 Est. Cost $81.27 Unrealized
ADP Automatic Data Processing 1.4%
Value ($000) $1,941 Shares 10,300 Est. Cost $77.31 Unrealized +102.6%
RSP Invesco S&P 500 Eq Wt 1.3%
Value ($000) $1,934 Shares 13,650 Est. Cost $111.35 Unrealized
MRK Merck & Co 1.3%
Value ($000) $1,929 Shares 25,018 Est. Cost $39.35 Unrealized +60.3%
UPS United Parcel Service Inc 1.3%
Value ($000) $1,892 Shares 11,130 Est. Cost $74.82 Unrealized +76.4%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $1,819 Shares 11,950 Est. Cost $62.94 Unrealized +102.2%
TGT Target Corporation 1.3%
Value ($000) $1,795 Shares 9,060 Est. Cost $61.49 Unrealized +165.4%
SBUX Starbucks Corp 1.2%
Value ($000) $1,766 Shares 16,165 Est. Cost $44.00 Unrealized +113.7%
PEP Pepsico Inc 1.1%
Value ($000) $1,620 Shares 11,450 Est. Cost $74.39 Unrealized +58.5%
GOOG Alphabet Inc Cl C 1.1%
Value ($000) $1,543 Shares 746 Est. Cost $36.19 Unrealized +172.1%
AMT American Tower Corp 1.1%
Value ($000) $1,524 Shares 6,375 Est. Cost $96.06 Unrealized +100.2%
IEFA iShares Core MSCI EAFE 1.1%
Value ($000) $1,518 Shares 21,075 Est. Cost $63.40 Unrealized
WM Waste Management Inc 1.0%
Value ($000) $1,464 Shares 11,345 Est. Cost $43.60 Unrealized +148.1%
CVX Chevron Corp 1.0%
Value ($000) $1,447 Shares 13,810 Est. Cost $70.47 Unrealized +12.9%
VIG Vanguard Div Appreciation 1.0%
Value ($000) $1,407 Shares 9,565 Est. Cost $84.99 Unrealized
WTRG Essential Utilities Inc 1.0%
Value ($000) $1,380 Shares 30,836 Est. Cost $47.01 Unrealized -4.0%
CMCSA Comcast Corp Class A 0.9%
Value ($000) $1,309 Shares 24,200 Est. Cost $31.75 Unrealized +45.4%
SMG Scotts Miracle Group 0.9%
Value ($000) $1,280 Shares 5,225 Est. Cost $43.44 Unrealized +334.3%
ECL Ecolab Inc 0.9%
Value ($000) $1,235 Shares 5,770 Est. Cost $100.14 Unrealized +101.3%
DIS Disney (Walt) Company 0.8%
Value ($000) $1,193 Shares 6,467 Est. Cost $126.21 Unrealized +42.8%
VZ Verizon Communications 0.8%
Value ($000) $1,164 Shares 20,015 Est. Cost $29.39 Unrealized +43.8%
BDX Becton Dickinson & Co 0.8%
Value ($000) $1,162 Shares 4,780 Est. Cost $162.53 Unrealized +38.8%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,149 Shares 3,087 Est. Cost $87.01 Unrealized +267.4%
MCD McDonalds Corp 0.8%
Value ($000) $1,095 Shares 4,885 Est. Cost $88.62 Unrealized +115.8%
CSX CSX Corp 0.8%
Value ($000) $1,090 Shares 11,300 Est. Cost $9.88 Unrealized +189.3%
V Visa Inc 0.7%
Value ($000) $1,065 Shares 5,030 Est. Cost $63.46 Unrealized +220.2%
PFE Pfizer Inc 0.7%
Value ($000) $1,059 Shares 29,228 Est. Cost $20.55 Unrealized +36.4%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $999 Shares 17,075 Est. Cost $29.14 Unrealized +70.8%
CVS CVS Health Corporation 0.7%
Value ($000) $978 Shares 13,000 Est. Cost $51.00 Unrealized +22.1%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $960 Shares 4,735 Est. Cost $180.55 Unrealized -6.0%
TJX TJX Companies Inc 0.7%
Value ($000) $959 Shares 14,500 Est. Cost $42.72 Unrealized +45.8%
RPM RPM International 0.7%
Value ($000) $947 Shares 10,305 Est. Cost $47.65 Unrealized +81.4%
INTC Intel Corp 0.7%
Value ($000) $946 Shares 14,780 Est. Cost $32.30 Unrealized +67.5%
BX Blackstone Group Inc 0.6%
Value ($000) $829 Shares 11,125 Est. Cost $44.98 Unrealized +30.3%
ABBV AbbVie Inc 0.6%
Value ($000) $826 Shares 7,631 Est. Cost $41.47 Unrealized +114.4%
UNF UniFirst Corp 0.6%
Value ($000) $813 Shares 3,635 Est. Cost $163.36 Unrealized +36.3%
CL Colgate-Palmolive Co 0.6%
Value ($000) $800 Shares 10,150 Est. Cost $54.27 Unrealized +28.9%
VNQ Vanguard REIT 0.5%
Value ($000) $777 Shares 8,460 Est. Cost $91.84 Unrealized
AWK American Water Works Inc 0.5%
Value ($000) $776 Shares 5,175 Est. Cost $61.73 Unrealized +123.0%
SPY SPDR S&P 500 0.5%
Value ($000) $753 Shares 1,900 Est. Cost $205.30 Unrealized
IDA IdaCorp Incorporated 0.5%
Value ($000) $733 Shares 7,336 Est. Cost $61.34 Unrealized +49.0%
YUM YUM! Brands Inc 0.5%
Value ($000) $730 Shares 6,750 Est. Cost $50.18 Unrealized +92.7%
VFC V F Corporation 0.5%
Value ($000) $703 Shares 8,800 Est. Cost $64.77 Unrealized +25.3%
IFF Intl Flavors & Fragrances 0.5%
Value ($000) $700 Shares 5,013 Est. Cost $110.22 Unrealized +2.7%
VLO Valero Energy Corp 0.5%
Value ($000) $659 Shares 9,200 Est. Cost $51.80 Unrealized +10.4%
NEE NextEra Energy Inc 0.5%
Value ($000) $654 Shares 8,650 Est. Cost $54.59 Unrealized +26.1%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $630 Shares 8,155 Est. Cost $53.70 Unrealized +21.5%
DD DuPont de Nemours Inc 0.4%
Value ($000) $610 Shares 7,898 Est. Cost $25.98 Unrealized +11.9%
CLX Clorox Company 0.4%
Value ($000) $593 Shares 3,075 Est. Cost $80.03 Unrealized +106.2%
WMT Walmart Inc 0.4%
Value ($000) $581 Shares 4,275 Est. Cost $22.19 Unrealized +95.1%
PSX Phillips 66 0.4%
Value ($000) $579 Shares 7,100 Est. Cost $51.05 Unrealized +27.2%
COP ConocoPhillips 0.4%
Value ($000) $571 Shares 10,775 Est. Cost $43.19 Unrealized -4.2%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $543 Shares 1,700 Est. Cost $319.41 Unrealized
MET MetLife Inc 0.4%
Value ($000) $541 Shares 8,900 Est. Cost $32.58 Unrealized +46.1%
Cigna Corp 0.4%
Value ($000) $538 Shares 2,227 Est. Cost $241.58 Unrealized
DGX Quest Diagnostics Inc 0.4%
Value ($000) $526 Shares 4,100 Est. Cost $51.67 Unrealized +117.0%
UGI UGI Corporation 0.3%
Value ($000) $478 Shares 11,650 Est. Cost $41.52 Unrealized -6.9%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $474 Shares 7,500 Est. Cost $59.50 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $471 Shares 1,275 Est. Cost $137.24 Unrealized +118.6%
MAS Masco Corp 0.3%
Value ($000) $467 Shares 7,800 Est. Cost $17.99 Unrealized +184.3%
MMM 3M Company 0.3%
Value ($000) $464 Shares 2,410 Est. Cost $89.68 Unrealized +39.5%
WideOpenWest Inc 0.3%
Value ($000) $462 Shares 34,000 Est. Cost $5.54 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $455 Shares 3,800 Est. Cost $49.98 Unrealized +117.3%
T A T & T 0.3%
Value ($000) $442 Shares 14,587 Est. Cost $13.39 Unrealized +20.5%
ED Consolidated Edison Inc 0.3%
Value ($000) $423 Shares 5,650 Est. Cost $44.62 Unrealized +32.6%
EBAY eBay Inc 0.3%
Value ($000) $410 Shares 6,700 Est. Cost $31.61 Unrealized +68.3%
VTEB Vanguard Muni Bond 0.3%
Value ($000) $383 Shares 7,000 Est. Cost $55.06 Unrealized
C Citigroup Inc 0.3%
Value ($000) $376 Shares 5,175 Est. Cost $38.78 Unrealized +44.9%
DHR Danaher Corp 0.3%
Value ($000) $371 Shares 1,650 Est. Cost $99.39 Unrealized +99.9%
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $370 Shares 8,500 Est. Cost $39.83 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $366 Shares 5,800 Est. Cost $40.64 Unrealized +25.5%
IUSG iShares Core S&P US Growth 0.2%
Value ($000) $340 Shares 3,750 Est. Cost $73.53 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $338 Shares 950 Est. Cost $207.20 Unrealized +63.9%
HSY Hershey Company 0.2%
Value ($000) $332 Shares 2,100 Est. Cost $83.10 Unrealized +61.3%
GlaxoSmithKline PLC ADR 0.2%
Value ($000) $327 Shares 9,150 Est. Cost $41.57 Unrealized
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $326 Shares 4,700 Est. Cost $49.80 Unrealized
IGSB iShares Short Term Corporate 0.2%
Value ($000) $309 Shares 5,650 Est. Cost $75.20 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $298 Shares 1,350 Est. Cost $141.44 Unrealized +33.0%
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $291 Shares 985 Est. Cost $234.52 Unrealized
SCHA Schwab US Small-Cap 0.2%
Value ($000) $274 Shares 2,750 Est. Cost $89.09 Unrealized
AOR iShares Core Growth Allocation 0.2%
Value ($000) $270 Shares 5,036 Est. Cost $46.74 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $257 Shares 715 Est. Cost $286.17 Unrealized +5.1%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $252 Shares 1,812 Est. Cost $86.55 Unrealized +28.1%
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $247 Shares 3,250 Est. Cost $63.69 Unrealized
SPG Simon Property Group 0.2%
Value ($000) $247 Shares 2,175 Est. Cost $79.96 Unrealized 0.0%
RSG Republic Services Inc 0.2%
Value ($000) $233 Shares 2,350 Est. Cost $83.05 Unrealized +5.8%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $230 Shares 1,115 Est. Cost $194.62 Unrealized
HON Honeywell International Inc 0.2%
Value ($000) $222 Shares 1,025 Est. Cost $163.73 Unrealized +7.9%
KO Coca-Cola Company 0.2%
Value ($000) $219 Shares 4,150 Est. Cost $40.79 Unrealized +6.4%
SO Southern Company 0.1%
Value ($000) $214 Shares 3,450 Est. Cost $49.52 Unrealized +0.6%
WEC WEC Energy Group 0.1%
Value ($000) $201 Shares 2,150 Est. Cost $74.07 Unrealized 0.0%