Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $139,249 (100.0% shares, 0.0% debt)

Holdings (115)

MSFT Microsoft Corporation 5.6%
Value ($000) $7,734 Shares 30,114 Est. Cost $39.88 Unrealized +560.6%
AAPL Apple Inc 4.7%
Value ($000) $6,549 Shares 47,904 Est. Cost $86.49 Unrealized +71.9%
GMED Globus Medical Inc 2.9%
Value ($000) $4,104 Shares 73,101 Est. Cost $33.63 Unrealized +95.5%
COST Costco Wholesale Corp 2.7%
Value ($000) $3,828 Shares 7,987 Est. Cost $123.57 Unrealized +292.4%
INTU Intuit Inc 2.7%
Value ($000) $3,814 Shares 9,895 Est. Cost $83.60 Unrealized +383.8%
BRK/B Berkshire Hathaway Inc Cl B 2.3%
Value ($000) $3,232 Shares 11,838 Est. Cost $156.67 Unrealized +100.2%
WRB Berkley W R Corporation 2.0%
Value ($000) $2,739 Shares 40,120 Est. Cost $23.92 Unrealized +73.7%
ORCL Oracle Corp 1.8%
Value ($000) $2,493 Shares 35,685 Est. Cost $37.77 Unrealized +84.9%
PG Procter & Gamble 1.8%
Value ($000) $2,471 Shares 17,185 Est. Cost $63.90 Unrealized +114.9%
GOOGL Alphabet Inc Cl A 1.8%
Value ($000) $2,469 Shares 1,133 Est. Cost $43.76 Unrealized +167.0%
PAYX Paychex Inc 1.7%
Value ($000) $2,382 Shares 20,920 Est. Cost $34.26 Unrealized +229.4%
BIV Vgd Int Term Bond Index Fund 1.7%
Value ($000) $2,328 Shares 29,981 Est. Cost $28.75 Unrealized
JNJ Johnson & Johnson 1.7%
Value ($000) $2,326 Shares 13,101 Est. Cost $80.89 Unrealized +97.7%
IWM iShares Russell 2000 Index 1.7%
Value ($000) $2,319 Shares 13,695 Est. Cost $114.52 Unrealized
SYY Sysco Corporation 1.7%
Value ($000) $2,305 Shares 27,213 Est. Cost $30.13 Unrealized +151.3%
WideOpenWest Inc 1.6%
Value ($000) $2,199 Shares 120,754 Est. Cost $15.44 Unrealized
MRK Merck & Co 1.5%
Value ($000) $2,097 Shares 23,003 Est. Cost $39.35 Unrealized +101.3%
ADP Automatic Data Processing 1.5%
Value ($000) $2,069 Shares 9,852 Est. Cost $77.31 Unrealized +161.9%
BSV Vanguard Short Term Bond Index 1.5%
Value ($000) $2,043 Shares 26,610 Est. Cost $81.40 Unrealized
RSP Invesco S&P 500 Eq Wt 1.4%
Value ($000) $1,967 Shares 14,652 Est. Cost $114.70 Unrealized
HD Home Depot Inc 1.4%
Value ($000) $1,957 Shares 7,134 Est. Cost $79.03 Unrealized +240.4%
UPS United Parcel Service Inc 1.4%
Value ($000) $1,956 Shares 10,717 Est. Cost $74.82 Unrealized +104.9%
LOW Lowes Companies Inc 1.4%
Value ($000) $1,923 Shares 11,010 Est. Cost $49.04 Unrealized +266.2%
AXP American Express 1.4%
Value ($000) $1,917 Shares 13,827 Est. Cost $63.25 Unrealized +149.1%
ZTS Zoetis Inc 1.4%
Value ($000) $1,908 Shares 11,100 Est. Cost $39.51 Unrealized +322.1%
CVX Chevron Corp 1.4%
Value ($000) $1,899 Shares 13,113 Est. Cost $70.47 Unrealized +102.5%
PEP Pepsico Inc 1.3%
Value ($000) $1,824 Shares 10,945 Est. Cost $74.39 Unrealized +101.4%
CSCO Cisco Systems Inc 1.3%
Value ($000) $1,760 Shares 41,272 Est. Cost $21.63 Unrealized +98.0%
PGX Invesco Preferred 1.2%
Value ($000) $1,660 Shares 134,508 Est. Cost $14.62 Unrealized
AMT American Tower Corp 1.2%
Value ($000) $1,649 Shares 6,450 Est. Cost $97.99 Unrealized +126.8%
WM Waste Management Inc 1.2%
Value ($000) $1,636 Shares 10,695 Est. Cost $43.60 Unrealized +239.3%
GOOG Alphabet Inc Cl C 1.1%
Value ($000) $1,597 Shares 730 Est. Cost $36.19 Unrealized +224.1%
BAC Bank of America Corp 1.1%
Value ($000) $1,561 Shares 50,150 Est. Cost $16.20 Unrealized +102.1%
UNH UnitedHealth Group Inc 1.1%
Value ($000) $1,536 Shares 2,990 Est. Cost $87.01 Unrealized +441.4%
IEFA iShares Core MSCI EAFE 1.1%
Value ($000) $1,523 Shares 25,885 Est. Cost $65.95 Unrealized
PFE Pfizer Inc 1.1%
Value ($000) $1,517 Shares 28,928 Est. Cost $20.55 Unrealized +104.3%
BDX Becton Dickinson & Co 1.0%
Value ($000) $1,429 Shares 5,795 Est. Cost $173.06 Unrealized +37.8%
WTRG Essential Utilities Inc 1.0%
Value ($000) $1,425 Shares 31,086 Est. Cost $47.01 Unrealized -1.2%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,311 Shares 9,135 Est. Cost $84.99 Unrealized
JPM JP Morgan Chase & Co 0.9%
Value ($000) $1,300 Shares 11,541 Est. Cost $62.94 Unrealized +79.6%
VTEB Vanguard Muni Bond 0.9%
Value ($000) $1,276 Shares 25,565 Est. Cost $55.18 Unrealized
SBUX Starbucks Corp 0.9%
Value ($000) $1,254 Shares 16,414 Est. Cost $44.68 Unrealized +57.5%
TGT Target Corporation 0.9%
Value ($000) $1,221 Shares 8,646 Est. Cost $61.49 Unrealized +176.8%
MCD McDonalds Corp 0.9%
Value ($000) $1,187 Shares 4,810 Est. Cost $88.62 Unrealized +155.4%
CVS CVS Health Corporation 0.8%
Value ($000) $1,163 Shares 12,550 Est. Cost $51.00 Unrealized +68.4%
ABBV AbbVie Inc 0.8%
Value ($000) $1,143 Shares 7,463 Est. Cost $41.47 Unrealized +223.4%
PYPL PayPal Holdings Inc 0.8%
Value ($000) $1,116 Shares 15,983 Est. Cost $45.86 Unrealized +88.7%
LHX L3Harris Technologies Inc 0.8%
Value ($000) $1,082 Shares 4,475 Est. Cost $180.55 Unrealized +23.8%
CMCSA Comcast Corp Class A 0.7%
Value ($000) $1,002 Shares 25,525 Est. Cost $33.10 Unrealized +15.9%
BX Blackstone Group Inc 0.7%
Value ($000) $988 Shares 10,825 Est. Cost $44.98 Unrealized +113.6%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $985 Shares 15,862 Est. Cost $29.14 Unrealized +96.4%
VZ Verizon Communications 0.7%
Value ($000) $971 Shares 19,130 Est. Cost $29.59 Unrealized +35.6%
V Visa Inc 0.7%
Value ($000) $961 Shares 4,880 Est. Cost $63.46 Unrealized +216.8%
VNQ Vanguard REIT 0.7%
Value ($000) $953 Shares 10,460 Est. Cost $94.59 Unrealized
CSX CSX Corp 0.6%
Value ($000) $903 Shares 31,090 Est. Cost $23.93 Unrealized +29.3%
VLO Valero Energy Corp 0.6%
Value ($000) $901 Shares 8,475 Est. Cost $51.80 Unrealized +104.5%
ECL Ecolab Inc 0.6%
Value ($000) $883 Shares 5,745 Est. Cost $100.14 Unrealized +58.8%
CL Colgate-Palmolive Co 0.6%
Value ($000) $849 Shares 10,592 Est. Cost $55.66 Unrealized +29.0%
Cigna Corp 0.6%
Value ($000) $847 Shares 3,215 Est. Cost $232.92 Unrealized
TJX TJX Companies Inc 0.6%
Value ($000) $838 Shares 15,000 Est. Cost $43.27 Unrealized +32.7%
COP ConocoPhillips 0.6%
Value ($000) $804 Shares 8,950 Est. Cost $43.19 Unrealized +108.2%
RPM RPM International 0.6%
Value ($000) $795 Shares 10,105 Est. Cost $47.65 Unrealized +76.4%
IDA IdaCorp Incorporated 0.6%
Value ($000) $777 Shares 7,336 Est. Cost $61.34 Unrealized +76.2%
INTC Intel Corp 0.6%
Value ($000) $769 Shares 20,549 Est. Cost $37.02 Unrealized +9.7%
YUM YUM Brands Inc 0.5%
Value ($000) $751 Shares 6,620 Est. Cost $50.18 Unrealized +116.0%
OGN Organon & Co 0.5%
Value ($000) $744 Shares 22,059 Est. Cost $26.69 Unrealized +10.6%
AWK American Water Works Inc 0.5%
Value ($000) $741 Shares 4,980 Est. Cost $67.65 Unrealized +108.4%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $737 Shares 7,665 Est. Cost $54.02 Unrealized +63.9%
SPY SPDR S&P 500 0.5%
Value ($000) $707 Shares 1,875 Est. Cost $205.30 Unrealized
UNF UniFirst Corp 0.5%
Value ($000) $641 Shares 3,725 Est. Cost $163.56 Unrealized -0.5%
IFF Intl Flavors & Fragrances 0.5%
Value ($000) $639 Shares 5,363 Est. Cost $111.26 Unrealized +1.1%
NEE NextEra Energy Inc 0.4%
Value ($000) $608 Shares 7,850 Est. Cost $54.59 Unrealized +26.1%
PSX Phillips 66 0.4%
Value ($000) $576 Shares 7,025 Est. Cost $51.05 Unrealized +58.6%
DIS Disney Walt Company 0.4%
Value ($000) $568 Shares 6,017 Est. Cost $126.21 Unrealized -14.1%
LMT Lockheed Martin Corp 0.4%
Value ($000) $548 Shares 1,275 Est. Cost $137.24 Unrealized +189.9%
MET MetLife Inc 0.4%
Value ($000) $534 Shares 8,500 Est. Cost $32.58 Unrealized +81.9%
WMT Walmart Inc 0.4%
Value ($000) $520 Shares 4,275 Est. Cost $22.19 Unrealized +98.4%
ED Consolidated Edison Inc 0.4%
Value ($000) $514 Shares 5,400 Est. Cost $44.62 Unrealized +88.4%
DGX Quest Diagnostics Inc 0.3%
Value ($000) $485 Shares 3,650 Est. Cost $51.67 Unrealized +145.7%
QQQ Invesco QQQ Trust 0.3%
Value ($000) $469 Shares 1,672 Est. Cost $319.41 Unrealized
VFC V F Corporation 0.3%
Value ($000) $464 Shares 10,500 Est. Cost $65.56 Unrealized -23.5%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $463 Shares 8,350 Est. Cost $60.10 Unrealized
HSY Hershey Company 0.3%
Value ($000) $452 Shares 2,100 Est. Cost $83.10 Unrealized +139.1%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $427 Shares 5,550 Est. Cost $41.25 Unrealized +57.5%
SMG Scotts Miracle Group 0.3%
Value ($000) $423 Shares 5,350 Est. Cost $52.97 Unrealized +58.6%
DD DuPont de Nemours Inc 0.3%
Value ($000) $419 Shares 7,530 Est. Cost $25.98 Unrealized -2.5%
AOM iShares Core Moderate Allocati 0.3%
Value ($000) $412 Shares 10,566 Est. Cost $40.38 Unrealized
DHR Danaher Corp 0.3%
Value ($000) $406 Shares 1,600 Est. Cost $99.39 Unrealized +127.6%
CLX Clorox Company 0.3%
Value ($000) $403 Shares 2,857 Est. Cost $80.03 Unrealized +58.2%
UGI UGI Corporation 0.3%
Value ($000) $399 Shares 10,325 Est. Cost $41.52 Unrealized -6.7%
ABT Abbott Laboratories 0.3%
Value ($000) $386 Shares 3,557 Est. Cost $49.98 Unrealized +112.3%
IUSG iShares Core S&P US Growth 0.3%
Value ($000) $376 Shares 4,495 Est. Cost $78.46 Unrealized
MAS Masco Corp 0.3%
Value ($000) $369 Shares 7,300 Est. Cost $17.99 Unrealized +174.2%
ELV Anthem Inc 0.2%
Value ($000) $326 Shares 675 Est. Cost $286.17 Unrealized +64.1%
MMM 3M Company 0.2%
Value ($000) $318 Shares 2,460 Est. Cost $90.65 Unrealized +16.0%
RSG Republic Services Inc 0.2%
Value ($000) $308 Shares 2,350 Est. Cost $83.05 Unrealized +50.9%
MA Mastercard Inc 0.2%
Value ($000) $300 Shares 950 Est. Cost $207.20 Unrealized +62.8%
SO Southern Company 0.2%
Value ($000) $288 Shares 4,035 Est. Cost $50.28 Unrealized +27.9%
IGSB iShares Short Term Corporate 0.2%
Value ($000) $279 Shares 5,510 Est. Cost $68.44 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $277 Shares 1,300 Est. Cost $141.44 Unrealized +47.6%
AOR iShares Core Growth Allocation 0.2%
Value ($000) $275 Shares 5,720 Est. Cost $47.39 Unrealized
EBAY eBay Inc 0.2%
Value ($000) $269 Shares 6,450 Est. Cost $31.61 Unrealized +43.7%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $264 Shares 4,700 Est. Cost $49.80 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $258 Shares 4,100 Est. Cost $40.79 Unrealized +39.1%
MUB iShares National Muni 0.2%
Value ($000) $250 Shares 2,350 Est. Cost $114.41 Unrealized
KMB Kimberly-Clark Corp 0.2%
Value ($000) $245 Shares 1,812 Est. Cost $86.55 Unrealized +32.6%
C Citigroup Inc 0.2%
Value ($000) $237 Shares 5,150 Est. Cost $39.23 Unrealized +11.6%
SCHA Schwab US Small-Cap 0.2%
Value ($000) $226 Shares 5,800 Est. Cost $68.53 Unrealized
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $224 Shares 985 Est. Cost $234.52 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $223 Shares 2,950 Est. Cost $61.84 Unrealized 0.0%
SPG Simon Property Group 0.2%
Value ($000) $221 Shares 2,325 Est. Cost $81.41 Unrealized +14.6%
Unilever PLC ADR 0.2%
Value ($000) $218 Shares 4,750 Est. Cost $45.89 Unrealized
WEC WEC Energy Group 0.2%
Value ($000) $216 Shares 2,150 Est. Cost $79.41 Unrealized +12.6%
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $212 Shares 3,400 Est. Cost $64.35 Unrealized
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $210 Shares 1,115 Est. Cost $194.62 Unrealized