Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $162,738 (100.0% shares, 0.0% debt)

Holdings (115)

MSFT Microsoft Corporation 6.0%
Value ($000) $9,752 Shares 31,629 Est. Cost $39.88 Unrealized +630.7%
AAPL Apple Inc 5.3%
Value ($000) $8,674 Shares 49,679 Est. Cost $86.49 Unrealized +90.6%
GMED Globus Medical Inc 3.3%
Value ($000) $5,393 Shares 73,101 Est. Cost $33.63 Unrealized +106.7%
INTU Intuit Inc 3.0%
Value ($000) $4,840 Shares 10,065 Est. Cost $83.60 Unrealized +497.5%
COST Costco Wholesale Corp 2.9%
Value ($000) $4,680 Shares 8,127 Est. Cost $123.57 Unrealized +305.3%
BRK/B Berkshire Hathaway Inc Cl B 2.6%
Value ($000) $4,195 Shares 11,888 Est. Cost $156.67 Unrealized +106.5%
GOOGL Alphabet Inc Cl A 1.9%
Value ($000) $3,168 Shares 1,139 Est. Cost $43.76 Unrealized +208.0%
BIV Vgd Int Term Bond Index Fund 1.9%
Value ($000) $3,037 Shares 37,086 Est. Cost $28.75 Unrealized
ORCL Oracle Corp 1.8%
Value ($000) $2,940 Shares 35,535 Est. Cost $37.77 Unrealized +103.8%
PAYX Paychex Inc 1.8%
Value ($000) $2,896 Shares 21,220 Est. Cost $34.26 Unrealized +220.3%
IWM iShares Russell 2000 Index 1.7%
Value ($000) $2,829 Shares 13,780 Est. Cost $114.52 Unrealized
WRB Berkley W R Corporation 1.7%
Value ($000) $2,761 Shares 41,466 Est. Cost $23.92 Unrealized +52.1%
PG Procter & Gamble 1.6%
Value ($000) $2,626 Shares 17,185 Est. Cost $63.90 Unrealized +122.4%
AXP American Express 1.6%
Value ($000) $2,577 Shares 13,781 Est. Cost $63.25 Unrealized +171.6%
JNJ Johnson & Johnson 1.4%
Value ($000) $2,351 Shares 13,266 Est. Cost $80.89 Unrealized +87.7%
CSCO Cisco Systems Inc 1.4%
Value ($000) $2,340 Shares 41,972 Est. Cost $21.63 Unrealized +132.5%
UPS United Parcel Service Inc 1.4%
Value ($000) $2,309 Shares 10,767 Est. Cost $74.82 Unrealized +136.8%
RSP Invesco S&P 500 Eq Wt 1.4%
Value ($000) $2,307 Shares 14,626 Est. Cost $114.70 Unrealized
LOW Lowes Companies Inc 1.4%
Value ($000) $2,287 Shares 11,310 Est. Cost $49.04 Unrealized +335.1%
SYY Sysco Corporation 1.4%
Value ($000) $2,264 Shares 27,723 Est. Cost $30.13 Unrealized +141.1%
ADP Automatic Data Processing 1.4%
Value ($000) $2,249 Shares 9,882 Est. Cost $77.31 Unrealized +154.7%
ZTS Zoetis Inc 1.4%
Value ($000) $2,240 Shares 11,875 Est. Cost $39.51 Unrealized +381.6%
WideOpenWest Inc 1.4%
Value ($000) $2,211 Shares 126,754 Est. Cost $15.44 Unrealized
CVX Chevron Corp 1.3%
Value ($000) $2,147 Shares 13,188 Est. Cost $70.47 Unrealized +74.2%
HD Home Depot Inc 1.3%
Value ($000) $2,143 Shares 7,159 Est. Cost $79.03 Unrealized +297.3%
BAC Bank of America Corp 1.3%
Value ($000) $2,082 Shares 50,500 Est. Cost $16.20 Unrealized +152.0%
BSV Vanguard Short Term Bond Index 1.3%
Value ($000) $2,079 Shares 26,692 Est. Cost $81.40 Unrealized
GOOG Alphabet Inc Cl C 1.3%
Value ($000) $2,042 Shares 731 Est. Cost $36.19 Unrealized +272.9%
PGX Invesco Preferred 1.2%
Value ($000) $1,929 Shares 142,133 Est. Cost $14.62 Unrealized
MRK Merck & Co 1.2%
Value ($000) $1,890 Shares 23,033 Est. Cost $39.35 Unrealized +77.5%
IEFA iShares Core MSCI EAFE 1.2%
Value ($000) $1,889 Shares 27,179 Est. Cost $65.95 Unrealized
PYPL PayPal Holdings Inc 1.2%
Value ($000) $1,883 Shares 16,283 Est. Cost $45.86 Unrealized +189.5%
PEP Pepsico Inc 1.1%
Value ($000) $1,836 Shares 10,970 Est. Cost $74.39 Unrealized +99.5%
TGT Target Corporation 1.1%
Value ($000) $1,835 Shares 8,646 Est. Cost $61.49 Unrealized +211.1%
WM Waste Management Inc 1.1%
Value ($000) $1,727 Shares 10,895 Est. Cost $43.60 Unrealized +226.9%
AMT American Tower Corp 1.0%
Value ($000) $1,627 Shares 6,475 Est. Cost $97.99 Unrealized +119.3%
WTRG Essential Utilities Inc 1.0%
Value ($000) $1,615 Shares 31,586 Est. Cost $47.01 Unrealized +2.6%
JPM JP Morgan Chase & Co 1.0%
Value ($000) $1,587 Shares 11,641 Est. Cost $62.94 Unrealized +112.4%
UNH UnitedHealth Group Inc 1.0%
Value ($000) $1,558 Shares 3,055 Est. Cost $87.01 Unrealized +418.5%
BDX Becton Dickinson & Co 0.9%
Value ($000) $1,541 Shares 5,795 Est. Cost $173.06 Unrealized +39.3%
PFE Pfizer Inc 0.9%
Value ($000) $1,516 Shares 29,278 Est. Cost $20.55 Unrealized +106.7%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,481 Shares 9,135 Est. Cost $84.99 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $1,455 Shares 15,989 Est. Cost $44.00 Unrealized +95.3%
VTEB Vanguard Muni Bond 0.9%
Value ($000) $1,410 Shares 27,357 Est. Cost $55.18 Unrealized
BX Blackstone Group Inc 0.8%
Value ($000) $1,374 Shares 10,825 Est. Cost $44.98 Unrealized +138.3%
CVS CVS Health Corporation 0.8%
Value ($000) $1,270 Shares 12,550 Est. Cost $51.00 Unrealized +80.4%
CMCSA Comcast Corp Class A 0.7%
Value ($000) $1,217 Shares 25,993 Est. Cost $33.10 Unrealized +29.4%
ABBV AbbVie Inc 0.7%
Value ($000) $1,210 Shares 7,463 Est. Cost $41.47 Unrealized +204.8%
MCD McDonalds Corp 0.7%
Value ($000) $1,189 Shares 4,810 Est. Cost $88.62 Unrealized +157.0%
CSX CSX Corp 0.7%
Value ($000) $1,184 Shares 31,612 Est. Cost $23.93 Unrealized +39.9%
VNQ Vanguard REIT 0.7%
Value ($000) $1,139 Shares 10,510 Est. Cost $94.59 Unrealized
LHX L3Harris Technologies Inc 0.7%
Value ($000) $1,118 Shares 4,500 Est. Cost $180.55 Unrealized +18.9%
V Visa Inc 0.7%
Value ($000) $1,082 Shares 4,880 Est. Cost $63.46 Unrealized +231.0%
INTC Intel Corp 0.6%
Value ($000) $1,028 Shares 20,749 Est. Cost $37.02 Unrealized +24.7%
ECL Ecolab Inc 0.6%
Value ($000) $1,019 Shares 5,770 Est. Cost $100.14 Unrealized +79.3%
MDLZ Mondelez Intl Inc Cl A 0.6%
Value ($000) $1,012 Shares 16,112 Est. Cost $29.14 Unrealized +101.3%
VZ Verizon Communications 0.6%
Value ($000) $997 Shares 19,580 Est. Cost $29.59 Unrealized +40.3%
COP ConocoPhillips 0.6%
Value ($000) $905 Shares 9,050 Est. Cost $43.19 Unrealized +84.4%
TJX TJX Companies Inc 0.5%
Value ($000) $894 Shares 14,750 Est. Cost $43.03 Unrealized +47.0%
VLO Valero Energy Corp 0.5%
Value ($000) $861 Shares 8,475 Est. Cost $51.80 Unrealized +48.6%
DIS Disney Walt Company 0.5%
Value ($000) $860 Shares 6,267 Est. Cost $126.21 Unrealized +11.9%
SPY SPDR S&P 500 0.5%
Value ($000) $847 Shares 1,875 Est. Cost $205.30 Unrealized
IDA IdaCorp Incorporated 0.5%
Value ($000) $846 Shares 7,336 Est. Cost $61.34 Unrealized +77.5%
RPM RPM International 0.5%
Value ($000) $831 Shares 10,205 Est. Cost $47.65 Unrealized +80.1%
AWK American Water Works Inc 0.5%
Value ($000) $824 Shares 4,980 Est. Cost $67.65 Unrealized +115.9%
CL Colgate-Palmolive Co 0.5%
Value ($000) $815 Shares 10,742 Est. Cost $55.66 Unrealized +29.9%
OGN Organon & Co 0.5%
Value ($000) $807 Shares 23,109 Est. Cost $26.69 Unrealized +7.0%
YUM YUM Brands Inc 0.5%
Value ($000) $785 Shares 6,620 Est. Cost $50.18 Unrealized +128.0%
Cigna Corp 0.5%
Value ($000) $772 Shares 3,221 Est. Cost $232.92 Unrealized
RTX Raytheon Technologies Corp 0.5%
Value ($000) $759 Shares 7,665 Est. Cost $54.02 Unrealized +60.6%
SMG Scotts Miracle Group 0.4%
Value ($000) $713 Shares 5,800 Est. Cost $52.97 Unrealized +123.3%
IFF Intl Flavors & Fragrances 0.4%
Value ($000) $698 Shares 5,313 Est. Cost $111.26 Unrealized +6.8%
UNF UniFirst Corp 0.4%
Value ($000) $668 Shares 3,625 Est. Cost $163.58 Unrealized +9.8%
NEE NextEra Energy Inc 0.4%
Value ($000) $665 Shares 7,850 Est. Cost $54.59 Unrealized +32.0%
WMT Walmart Inc 0.4%
Value ($000) $637 Shares 4,275 Est. Cost $22.19 Unrealized +100.9%
PSX Phillips 66 0.4%
Value ($000) $607 Shares 7,025 Est. Cost $51.05 Unrealized +42.7%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $606 Shares 1,672 Est. Cost $319.41 Unrealized
MET MetLife Inc 0.4%
Value ($000) $597 Shares 8,500 Est. Cost $32.58 Unrealized +84.5%
VFC V F Corporation 0.4%
Value ($000) $586 Shares 10,300 Est. Cost $65.86 Unrealized -5.8%
LMT Lockheed Martin Corp 0.3%
Value ($000) $563 Shares 1,275 Est. Cost $137.24 Unrealized +166.0%
DD DuPont de Nemours Inc 0.3%
Value ($000) $554 Shares 7,530 Est. Cost $25.98 Unrealized +15.8%
ED Consolidated Edison Inc 0.3%
Value ($000) $511 Shares 5,400 Est. Cost $44.62 Unrealized +69.4%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $510 Shares 8,350 Est. Cost $60.10 Unrealized
DGX Quest Diagnostics Inc 0.3%
Value ($000) $500 Shares 3,650 Est. Cost $51.67 Unrealized +149.9%
IUSG iShares Core S&P US Growth 0.3%
Value ($000) $475 Shares 4,495 Est. Cost $78.46 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $469 Shares 1,600 Est. Cost $99.39 Unrealized +147.2%
HSY Hershey Company 0.3%
Value ($000) $455 Shares 2,100 Est. Cost $83.10 Unrealized +121.9%
IGSB iShares Short Term Corporate 0.3%
Value ($000) $441 Shares 8,526 Est. Cost $68.44 Unrealized
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $428 Shares 9,963 Est. Cost $40.47 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $427 Shares 5,850 Est. Cost $41.25 Unrealized +37.8%
ABT Abbott Laboratories 0.3%
Value ($000) $421 Shares 3,557 Est. Cost $49.98 Unrealized +130.8%
MAS Masco Corp 0.2%
Value ($000) $398 Shares 7,800 Est. Cost $17.99 Unrealized +206.7%
CLX Clorox Company 0.2%
Value ($000) $397 Shares 2,857 Est. Cost $80.03 Unrealized +68.4%
UGI UGI Corporation 0.2%
Value ($000) $374 Shares 10,325 Est. Cost $41.52 Unrealized -3.7%
EBAY eBay Inc 0.2%
Value ($000) $369 Shares 6,450 Est. Cost $31.61 Unrealized +70.9%
MMM 3M Company 0.2%
Value ($000) $366 Shares 2,460 Est. Cost $90.65 Unrealized +26.4%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $363 Shares 4,700 Est. Cost $49.80 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $355 Shares 1,300 Est. Cost $141.44 Unrealized +63.0%
ELV Anthem Inc 0.2%
Value ($000) $351 Shares 715 Est. Cost $286.17 Unrealized +51.2%
MA Mastercard Inc 0.2%
Value ($000) $340 Shares 950 Est. Cost $207.20 Unrealized +69.7%
UBER Uber Technologies Inc 0.2%
Value ($000) $325 Shares 9,100 Est. Cost $48.43 Unrealized -25.8%
RSG Republic Services Inc 0.2%
Value ($000) $311 Shares 2,350 Est. Cost $83.05 Unrealized +45.7%
SPG Simon Property Group 0.2%
Value ($000) $306 Shares 2,325 Est. Cost $81.41 Unrealized +40.6%
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $301 Shares 985 Est. Cost $234.52 Unrealized
SO Southern Company 0.2%
Value ($000) $293 Shares 4,035 Est. Cost $50.28 Unrealized +16.7%
AOR iShares Core Growth Allocation 0.2%
Value ($000) $292 Shares 5,409 Est. Cost $47.35 Unrealized
C Citigroup Inc 0.2%
Value ($000) $282 Shares 5,275 Est. Cost $39.23 Unrealized +36.4%
SCHA Schwab US Small-Cap 0.2%
Value ($000) $275 Shares 5,800 Est. Cost $68.53 Unrealized
MUB iShares National Muni 0.2%
Value ($000) $258 Shares 2,350 Est. Cost $114.41 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $257 Shares 4,150 Est. Cost $40.79 Unrealized +32.5%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $254 Shares 1,115 Est. Cost $194.62 Unrealized
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $250 Shares 3,400 Est. Cost $64.35 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $223 Shares 1,812 Est. Cost $86.55 Unrealized +31.7%
WEC WEC Energy Group 0.1%
Value ($000) $215 Shares 2,150 Est. Cost $79.41 Unrealized +4.1%
CTVA Corteva Inc 0.1%
Value ($000) $209 Shares 3,641 Est. Cost $48.99 Unrealized 0.0%