Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $161,428 (100.0% shares, 0.0% debt)

Holdings (117)

MSFT Microsoft Corporation 6.0%
Value ($000) $9,704 Shares 33,914 Est. Cost $39.88 Unrealized +513.7%
AAPL Apple Inc 4.8%
Value ($000) $7,818 Shares 53,259 Est. Cost $86.49 Unrealized +46.2%
GMED Globus Medical Inc 3.7%
Value ($000) $5,993 Shares 73,748 Est. Cost $33.63 Unrealized +111.4%
INTU Intuit Inc 3.4%
Value ($000) $5,560 Shares 10,665 Est. Cost $83.60 Unrealized +404.1%
PYPL PayPal Holdings Inc 3.1%
Value ($000) $5,014 Shares 16,510 Est. Cost $39.14 Unrealized +573.3%
BIV Vgd Int Term Bond Index Fund 2.4%
Value ($000) $3,898 Shares 42,854 Est. Cost $16.12 Unrealized
COST Costco Wholesale Corp 2.1%
Value ($000) $3,466 Shares 8,301 Est. Cost $123.57 Unrealized +190.6%
BRK/B Berkshire Hathaway Inc Cl B 2.1%
Value ($000) $3,368 Shares 12,128 Est. Cost $156.67 Unrealized +78.4%
ORCL Oracle Corp 2.0%
Value ($000) $3,297 Shares 36,360 Est. Cost $37.77 Unrealized +94.8%
VTRS Viatris Inc 1.9%
Value ($000) $3,075 Shares 222 Est. Cost $11.87 Unrealized 0.0%
GOOGL Alphabet Inc Cl A 1.9%
Value ($000) $2,990 Shares 1,164 Est. Cost $43.76 Unrealized +164.9%
ZTS Zoetis Inc 1.5%
Value ($000) $2,497 Shares 12,450 Est. Cost $39.51 Unrealized +321.4%
PG Procter & Gamble 1.5%
Value ($000) $2,454 Shares 17,805 Est. Cost $63.90 Unrealized +88.9%
PAYX Paychex Inc 1.5%
Value ($000) $2,418 Shares 21,795 Est. Cost $34.26 Unrealized +157.6%
HD Home Depot Inc 1.5%
Value ($000) $2,389 Shares 7,314 Est. Cost $79.03 Unrealized +259.2%
AXP American Express 1.5%
Value ($000) $2,386 Shares 13,964 Est. Cost $63.25 Unrealized +133.8%
CSCO Cisco Systems Inc 1.5%
Value ($000) $2,374 Shares 43,522 Est. Cost $21.63 Unrealized +111.9%
LOW Lowes Companies Inc 1.5%
Value ($000) $2,373 Shares 12,060 Est. Cost $49.04 Unrealized +266.1%
UPS United Parcel Service Inc 1.5%
Value ($000) $2,347 Shares 11,005 Est. Cost $74.82 Unrealized +119.4%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,343 Shares 13,786 Est. Cost $80.89 Unrealized +79.2%
TGT Target Corporation 1.4%
Value ($000) $2,282 Shares 8,880 Est. Cost $61.49 Unrealized +211.5%
PGX Invesco Preferred 1.4%
Value ($000) $2,227 Shares 147,258 Est. Cost $14.61 Unrealized
BSV Vanguard Short Term Bond Index 1.3%
Value ($000) $2,160 Shares 26,237 Est. Cost $81.37 Unrealized
RSP Invesco S&P 500 Eq Wt 1.3%
Value ($000) $2,157 Shares 14,336 Est. Cost $113.23 Unrealized
WRB Berkley W R Corporation 1.3%
Value ($000) $2,148 Shares 28,562 Est. Cost $17.93 Unrealized +71.8%
ADP Automatic Data Processing 1.3%
Value ($000) $2,063 Shares 10,150 Est. Cost $77.31 Unrealized +128.0%
SYY Sysco Corporation 1.3%
Value ($000) $2,050 Shares 28,485 Est. Cost $30.13 Unrealized +136.6%
GOOG Alphabet Inc Cl C 1.2%
Value ($000) $1,976 Shares 741 Est. Cost $36.19 Unrealized +226.9%
BAC Bank of America Corp 1.2%
Value ($000) $1,973 Shares 51,975 Est. Cost $16.20 Unrealized +125.7%
SBUX Starbucks Corp 1.2%
Value ($000) $1,958 Shares 15,965 Est. Cost $44.00 Unrealized +131.1%
MRK Merck & Co 1.2%
Value ($000) $1,904 Shares 24,878 Est. Cost $39.35 Unrealized +63.0%
IEFA iShares Core MSCI EAFE 1.1%
Value ($000) $1,834 Shares 24,529 Est. Cost $65.00 Unrealized
AMT American Tower Corp 1.1%
Value ($000) $1,823 Shares 6,475 Est. Cost $97.99 Unrealized +125.8%
JPM JP Morgan Chase & Co 1.1%
Value ($000) $1,789 Shares 11,850 Est. Cost $62.94 Unrealized +122.0%
PEP Pepsico Inc 1.1%
Value ($000) $1,730 Shares 11,150 Est. Cost $74.39 Unrealized +69.6%
WM Waste Management Inc 1.0%
Value ($000) $1,645 Shares 11,345 Est. Cost $43.60 Unrealized +194.8%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,515 Shares 9,590 Est. Cost $84.99 Unrealized
WTRG Essential Utilities Inc 0.9%
Value ($000) $1,493 Shares 31,486 Est. Cost $47.01 Unrealized -0.2%
CMCSA Comcast Corp Class A 0.9%
Value ($000) $1,433 Shares 24,800 Est. Cost $32.17 Unrealized +52.5%
CVX Chevron Corp 0.8%
Value ($000) $1,365 Shares 13,810 Est. Cost $70.47 Unrealized +23.6%
BDX Becton Dickinson & Co 0.8%
Value ($000) $1,364 Shares 5,472 Est. Cost $170.06 Unrealized +30.6%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,282 Shares 3,087 Est. Cost $87.01 Unrealized +324.1%
ECL Ecolab Inc 0.8%
Value ($000) $1,240 Shares 5,770 Est. Cost $100.14 Unrealized +106.0%
BX Blackstone Group Inc 0.8%
Value ($000) $1,214 Shares 11,025 Est. Cost $44.98 Unrealized +69.5%
PFE Pfizer Inc 0.7%
Value ($000) $1,210 Shares 29,178 Est. Cost $20.55 Unrealized +50.8%
V Visa Inc 0.7%
Value ($000) $1,204 Shares 4,930 Est. Cost $63.46 Unrealized +248.2%
MCD McDonalds Corp 0.7%
Value ($000) $1,148 Shares 4,810 Est. Cost $88.62 Unrealized +136.2%
VZ Verizon Communications 0.7%
Value ($000) $1,136 Shares 20,305 Est. Cost $29.59 Unrealized +46.7%
VNQ Vanguard REIT 0.7%
Value ($000) $1,123 Shares 10,694 Est. Cost $94.59 Unrealized
CSX CSX Corp 0.7%
Value ($000) $1,108 Shares 33,900 Est. Cost $23.93 Unrealized +29.4%
DIS Disney Walt Company 0.7%
Value ($000) $1,098 Shares 6,267 Est. Cost $126.21 Unrealized +39.2%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $1,090 Shares 17,075 Est. Cost $29.14 Unrealized +87.4%
LHX L3Harris Technologies Inc 0.7%
Value ($000) $1,071 Shares 4,735 Est. Cost $180.55 Unrealized +8.3%
CVS CVS Health Corporation 0.7%
Value ($000) $1,054 Shares 12,750 Est. Cost $51.00 Unrealized +38.2%
VTEB Vanguard Muni Bond 0.6%
Value ($000) $1,019 Shares 18,326 Est. Cost $55.40 Unrealized
TJX TJX Companies Inc 0.6%
Value ($000) $977 Shares 14,525 Est. Cost $42.72 Unrealized +49.0%
SMG Scotts Miracle Group 0.6%
Value ($000) $949 Shares 5,225 Est. Cost $43.44 Unrealized +324.3%
ABBV AbbVie Inc 0.6%
Value ($000) $897 Shares 7,631 Est. Cost $41.47 Unrealized +128.5%
RPM RPM International 0.6%
Value ($000) $893 Shares 10,305 Est. Cost $47.65 Unrealized +95.3%
CL Colgate-Palmolive Co 0.5%
Value ($000) $882 Shares 10,775 Est. Cost $55.38 Unrealized +32.6%
INTC Intel Corp 0.5%
Value ($000) $840 Shares 15,005 Est. Cost $32.62 Unrealized +64.2%
AWK American Water Works Inc 0.5%
Value ($000) $834 Shares 5,075 Est. Cost $61.73 Unrealized +130.1%
SPY SPDR S&P 500 0.5%
Value ($000) $827 Shares 1,900 Est. Cost $205.30 Unrealized
YUM YUM Brands Inc 0.5%
Value ($000) $814 Shares 6,770 Est. Cost $50.18 Unrealized +115.4%
UNF UniFirst Corp 0.5%
Value ($000) $765 Shares 3,575 Est. Cost $163.36 Unrealized +33.0%
IDA IdaCorp Incorporated 0.5%
Value ($000) $755 Shares 7,336 Est. Cost $61.34 Unrealized +63.4%
WideOpenWest Inc 0.5%
Value ($000) $748 Shares 34,000 Est. Cost $5.54 Unrealized
IFF Intl Flavors & Fragrances 0.4%
Value ($000) $726 Shares 4,973 Est. Cost $110.22 Unrealized +14.6%
VFC V F Corporation 0.4%
Value ($000) $711 Shares 8,850 Est. Cost $64.77 Unrealized +28.7%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $699 Shares 8,150 Est. Cost $53.70 Unrealized +41.0%
NEE NextEra Energy Inc 0.4%
Value ($000) $643 Shares 8,450 Est. Cost $54.59 Unrealized +21.8%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $619 Shares 1,700 Est. Cost $319.41 Unrealized
WMT Walmart Inc 0.4%
Value ($000) $604 Shares 4,275 Est. Cost $22.19 Unrealized +97.4%
Cigna Corp 0.4%
Value ($000) $599 Shares 2,579 Est. Cost $240.31 Unrealized
DD DuPont de Nemours Inc 0.4%
Value ($000) $588 Shares 7,898 Est. Cost $25.98 Unrealized +17.7%
COP ConocoPhillips 0.4%
Value ($000) $575 Shares 10,150 Est. Cost $43.19 Unrealized +9.3%
VLO Valero Energy Corp 0.4%
Value ($000) $574 Shares 9,050 Est. Cost $51.80 Unrealized +27.4%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $557 Shares 8,850 Est. Cost $60.03 Unrealized
CLX Clorox Company 0.3%
Value ($000) $547 Shares 3,025 Est. Cost $80.03 Unrealized +96.7%
DGX Quest Diagnostics Inc 0.3%
Value ($000) $545 Shares 3,950 Est. Cost $51.67 Unrealized +131.8%
UGI UGI Corporation 0.3%
Value ($000) $517 Shares 11,400 Est. Cost $41.52 Unrealized +8.4%
MET MetLife Inc 0.3%
Value ($000) $515 Shares 8,900 Est. Cost $32.58 Unrealized +69.0%
PSX Phillips 66 0.3%
Value ($000) $510 Shares 7,050 Est. Cost $51.05 Unrealized +38.2%
LMT Lockheed Martin Corp 0.3%
Value ($000) $484 Shares 1,275 Est. Cost $137.24 Unrealized +146.7%
EBAY eBay Inc 0.3%
Value ($000) $483 Shares 6,700 Est. Cost $31.61 Unrealized +82.6%
MMM 3M Company 0.3%
Value ($000) $480 Shares 2,410 Est. Cost $89.68 Unrealized +56.6%
DHR Danaher Corp 0.3%
Value ($000) $462 Shares 1,600 Est. Cost $99.39 Unrealized +118.5%
MAS Masco Corp 0.3%
Value ($000) $460 Shares 7,800 Est. Cost $17.99 Unrealized +214.3%
IUSG iShares Core S&P US Growth 0.3%
Value ($000) $455 Shares 4,360 Est. Cost $77.84 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $449 Shares 3,800 Est. Cost $49.98 Unrealized +114.6%
IGSB iShares Short Term Corporate 0.3%
Value ($000) $421 Shares 7,679 Est. Cost $69.82 Unrealized
ED Consolidated Edison Inc 0.3%
Value ($000) $405 Shares 5,550 Est. Cost $44.62 Unrealized +46.1%
AOM iShares Core Moderate Allocati 0.2%
Value ($000) $389 Shares 8,606 Est. Cost $39.89 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $381 Shares 5,600 Est. Cost $40.64 Unrealized +32.6%
HSY Hershey Company 0.2%
Value ($000) $372 Shares 2,100 Est. Cost $83.10 Unrealized +81.3%
MA Mastercard Inc 0.2%
Value ($000) $363 Shares 950 Est. Cost $207.20 Unrealized +74.8%
OGN Organon & Co 0.2%
Value ($000) $358 Shares 11,574 Est. Cost $26.93 Unrealized 0.0%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $355 Shares 4,700 Est. Cost $49.80 Unrealized
C Citigroup Inc 0.2%
Value ($000) $353 Shares 5,275 Est. Cost $39.23 Unrealized +59.8%
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $313 Shares 985 Est. Cost $234.52 Unrealized
SCHA Schwab US Small-Cap 0.2%
Value ($000) $290 Shares 2,900 Est. Cost $89.66 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $285 Shares 1,300 Est. Cost $141.44 Unrealized +41.7%
AOR iShares Core Growth Allocation 0.2%
Value ($000) $283 Shares 5,039 Est. Cost $46.74 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $275 Shares 715 Est. Cost $286.17 Unrealized +25.3%
SPG Simon Property Group 0.2%
Value ($000) $272 Shares 2,175 Est. Cost $79.96 Unrealized +20.4%
RSG Republic Services Inc 0.2%
Value ($000) $270 Shares 2,350 Est. Cost $83.05 Unrealized +21.7%
UBER Uber Technologies Inc 0.2%
Value ($000) $270 Shares 5,675 Est. Cost $52.23 Unrealized 0.0%
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $267 Shares 3,400 Est. Cost $64.35 Unrealized
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $251 Shares 1,115 Est. Cost $194.62 Unrealized
SO Southern Company 0.2%
Value ($000) $247 Shares 3,920 Est. Cost $50.03 Unrealized +7.5%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $245 Shares 1,812 Est. Cost $86.55 Unrealized +29.9%
HON Honeywell International Inc 0.1%
Value ($000) $239 Shares 1,025 Est. Cost $163.73 Unrealized +17.4%
T A T & T 0.1%
Value ($000) $236 Shares 8,437 Est. Cost $13.39 Unrealized +26.8%
KO Coca-Cola Company 0.1%
Value ($000) $234 Shares 4,150 Est. Cost $40.79 Unrealized +15.9%
EMR Emerson Electric Co 0.1%
Value ($000) $214 Shares 2,200 Est. Cost $85.51 Unrealized 0.0%
LQD iShares iBoxx Investment Grade 0.1%
Value ($000) $204 Shares 1,500 Est. Cost $136.00 Unrealized
IWM iShares Russell 2000 Index 0.0%
Value ($000) $3 Shares 13,530 Est. Cost $113.09 Unrealized