Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $148,816 (100.0% shares, 0.0% debt)

Holdings (121)

MSFT Microsoft Corporation 6.8%
Value ($000) $10,111 Shares 24,032 Est. Cost $39.88 Unrealized +901.2%
AAPL Apple Inc 4.7%
Value ($000) $6,933 Shares 40,431 Est. Cost $88.05 Unrealized +104.7%
INTU Intuit Inc 3.5%
Value ($000) $5,252 Shares 8,080 Est. Cost $83.60 Unrealized +655.1%
COST Costco Wholesale Corp 3.3%
Value ($000) $4,978 Shares 6,794 Est. Cost $123.57 Unrealized +472.0%
BRK/B Berkshire Hathaway Inc Cl B 2.9%
Value ($000) $4,373 Shares 10,398 Est. Cost $158.48 Unrealized +148.2%
ORCL Oracle Corp 2.8%
Value ($000) $4,175 Shares 33,235 Est. Cost $38.57 Unrealized +191.3%
GMED Globus Medical Inc 2.6%
Value ($000) $3,810 Shares 71,035 Est. Cost $40.40 Unrealized +33.1%
GOOGL Alphabet Inc Cl A 2.1%
Value ($000) $3,158 Shares 20,925 Est. Cost $106.68 Unrealized +33.1%
WRB Berkley W R Corporation 2.0%
Value ($000) $2,998 Shares 33,904 Est. Cost $23.92 Unrealized +115.0%
AXP American Express 2.0%
Value ($000) $2,929 Shares 12,863 Est. Cost $64.09 Unrealized +216.6%
MRK Merck & Co 1.8%
Value ($000) $2,708 Shares 20,523 Est. Cost $42.86 Unrealized +170.1%
IWM iShares Russell 2000 Index 1.8%
Value ($000) $2,622 Shares 12,466 Est. Cost $119.59 Unrealized
PG Procter & Gamble 1.7%
Value ($000) $2,491 Shares 15,355 Est. Cost $67.70 Unrealized +121.4%
RSP Invesco S&P 500 Eq Wt 1.7%
Value ($000) $2,487 Shares 14,685 Est. Cost $119.12 Unrealized
HD Home Depot Inc 1.6%
Value ($000) $2,384 Shares 6,214 Est. Cost $81.65 Unrealized +326.8%
LOW Lowes Companies Inc 1.6%
Value ($000) $2,333 Shares 9,160 Est. Cost $49.04 Unrealized +352.8%
PAYX Paychex Inc 1.5%
Value ($000) $2,232 Shares 18,175 Est. Cost $34.26 Unrealized +234.6%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $2,133 Shares 10,650 Est. Cost $65.14 Unrealized +166.5%
ADP Automatic Data Processing 1.3%
Value ($000) $2,007 Shares 8,035 Est. Cost $82.38 Unrealized +184.4%
CSCO Cisco Systems Inc 1.3%
Value ($000) $1,975 Shares 39,577 Est. Cost $23.10 Unrealized +104.4%
WM Waste Management Inc 1.3%
Value ($000) $1,971 Shares 9,245 Est. Cost $43.60 Unrealized +338.1%
IEFA iShares Core MSCI EAFE 1.3%
Value ($000) $1,939 Shares 26,121 Est. Cost $66.55 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $1,931 Shares 12,206 Est. Cost $87.34 Unrealized +72.0%
GOOG Alphabet Inc Cl C 1.3%
Value ($000) $1,930 Shares 12,675 Est. Cost $107.11 Unrealized +33.8%
SYY Sysco Corporation 1.3%
Value ($000) $1,901 Shares 23,413 Est. Cost $30.70 Unrealized +143.0%
BAC Bank of America Corp 1.2%
Value ($000) $1,816 Shares 47,895 Est. Cost $16.50 Unrealized +98.7%
CVX Chevron Corp 1.2%
Value ($000) $1,781 Shares 11,288 Est. Cost $71.98 Unrealized +93.1%
PEP Pepsico Inc 1.1%
Value ($000) $1,663 Shares 9,505 Est. Cost $81.35 Unrealized +93.3%
ZTS Zoetis Inc 1.0%
Value ($000) $1,513 Shares 8,940 Est. Cost $39.51 Unrealized +364.1%
TGT Target Corporation 1.0%
Value ($000) $1,448 Shares 8,170 Est. Cost $62.62 Unrealized +126.8%
UPS United Parcel Service Inc 1.0%
Value ($000) $1,447 Shares 9,737 Est. Cost $74.82 Unrealized +82.3%
SBUX Starbucks Corp 1.0%
Value ($000) $1,422 Shares 15,560 Est. Cost $47.89 Unrealized +85.0%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,401 Shares 7,673 Est. Cost $91.32 Unrealized
BX Blackstone Group Inc 0.9%
Value ($000) $1,370 Shares 10,430 Est. Cost $47.27 Unrealized +151.1%
BDX Becton Dickinson & Co 0.9%
Value ($000) $1,362 Shares 5,505 Est. Cost $176.46 Unrealized +30.7%
MCD McDonalds Corp 0.9%
Value ($000) $1,335 Shares 4,735 Est. Cost $92.10 Unrealized +201.9%
TJX TJX Companies Inc 0.9%
Value ($000) $1,329 Shares 13,100 Est. Cost $43.56 Unrealized +117.2%
PSX Phillips 66 0.9%
Value ($000) $1,270 Shares 7,775 Est. Cost $58.69 Unrealized +130.0%
VLO Valero Energy Corp 0.9%
Value ($000) $1,267 Shares 7,425 Est. Cost $54.15 Unrealized +150.6%
AMT American Tower Corp 0.8%
Value ($000) $1,257 Shares 6,360 Est. Cost $105.40 Unrealized +76.6%
ECL Ecolab Inc 0.8%
Value ($000) $1,194 Shares 5,170 Est. Cost $100.14 Unrealized +107.6%
V Visa Inc 0.8%
Value ($000) $1,161 Shares 4,159 Est. Cost $63.46 Unrealized +329.2%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,155 Shares 2,335 Est. Cost $87.01 Unrealized +461.9%
Cigna Corp 0.8%
Value ($000) $1,144 Shares 3,150 Est. Cost $232.92 Unrealized
COP ConocoPhillips 0.7%
Value ($000) $1,101 Shares 8,651 Est. Cost $46.38 Unrealized +132.0%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $1,072 Shares 15,312 Est. Cost $29.56 Unrealized +133.1%
SUB iShares Short Term Nat Muni Bd 0.7%
Value ($000) $1,068 Shares 10,200 Est. Cost $104.73 Unrealized
ABBV AbbVie Inc 0.7%
Value ($000) $1,035 Shares 5,681 Est. Cost $43.56 Unrealized +271.9%
CMCSA Comcast Corp Class A 0.7%
Value ($000) $1,031 Shares 23,774 Est. Cost $33.05 Unrealized +22.9%
RPM RPM International 0.7%
Value ($000) $1,030 Shares 8,655 Est. Cost $47.65 Unrealized +133.4%
CSX CSX Corp 0.7%
Value ($000) $1,026 Shares 27,690 Est. Cost $24.33 Unrealized +45.8%
WTRG Essential Utilities Inc 0.7%
Value ($000) $1,022 Shares 27,586 Est. Cost $47.01 Unrealized -22.9%
FDVV Fidelity High Dividend 0.7%
Value ($000) $1,018 Shares 22,475 Est. Cost $39.23 Unrealized
SPY SPDR S&P 500 0.7%
Value ($000) $981 Shares 1,875 Est. Cost $205.30 Unrealized
YUM YUM Brands Inc 0.6%
Value ($000) $914 Shares 6,595 Est. Cost $51.47 Unrealized +150.1%
CVS CVS Health Corporation 0.6%
Value ($000) $893 Shares 11,200 Est. Cost $51.52 Unrealized +37.5%
RTX Raytheon Technologies Corp 0.6%
Value ($000) $885 Shares 9,076 Est. Cost $60.58 Unrealized +43.3%
WMT Walmart Inc 0.5%
Value ($000) $810 Shares 13,470 Est. Cost $45.39 Unrealized +23.5%
AOM iShares Core Moderate Allocati 0.5%
Value ($000) $766 Shares 17,910 Est. Cost $39.57 Unrealized
NEE NextEra Energy Inc 0.5%
Value ($000) $761 Shares 11,900 Est. Cost $60.20 Unrealized -8.0%
LHX L3Harris Technologies Inc 0.5%
Value ($000) $744 Shares 3,490 Est. Cost $181.76 Unrealized +11.3%
TCAF T Rowe Price Capital Apprec Eq 0.5%
Value ($000) $744 Shares 24,600 Est. Cost $28.81 Unrealized
VNQ Vanguard REIT 0.5%
Value ($000) $727 Shares 8,410 Est. Cost $94.07 Unrealized
UBER Uber Technologies Inc 0.5%
Value ($000) $708 Shares 9,200 Est. Cost $28.12 Unrealized +155.3%
MUB iShares National Muni 0.5%
Value ($000) $683 Shares 6,350 Est. Cost $107.13 Unrealized
IDA IdaCorp Incorporated 0.5%
Value ($000) $681 Shares 7,336 Est. Cost $61.34 Unrealized +49.3%
CL Colgate-Palmolive Co 0.4%
Value ($000) $669 Shares 7,425 Est. Cost $55.66 Unrealized +46.1%
IWY iShares Russell Top 200 Growth 0.4%
Value ($000) $665 Shares 3,410 Est. Cost $154.93 Unrealized
PGX Invesco Preferred 0.4%
Value ($000) $642 Shares 54,000 Est. Cost $14.56 Unrealized
WCN Waste Connections Inc 0.4%
Value ($000) $625 Shares 3,635 Est. Cost $140.77 Unrealized +12.9%
QQQ Invesco QQQ Trust 0.4%
Value ($000) $615 Shares 1,385 Est. Cost $319.41 Unrealized
WideOpenWest Inc 0.4%
Value ($000) $608 Shares 167,898 Est. Cost $13.27 Unrealized
INTC Intel Corp 0.4%
Value ($000) $604 Shares 13,674 Est. Cost $36.81 Unrealized +19.6%
DD DuPont de Nemours Inc 0.4%
Value ($000) $562 Shares 7,324 Est. Cost $25.91 Unrealized +10.1%
IUSG iShares Core S&P US Growth 0.4%
Value ($000) $541 Shares 4,615 Est. Cost $79.20 Unrealized
AWK American Water Works Inc 0.4%
Value ($000) $538 Shares 4,405 Est. Cost $69.08 Unrealized +70.5%
AOR iShares Core Growth Allocation 0.3%
Value ($000) $518 Shares 9,296 Est. Cost $47.99 Unrealized
MAS Masco Corp 0.3%
Value ($000) $505 Shares 6,400 Est. Cost $17.99 Unrealized +287.7%
LMT Lockheed Martin Corp 0.3%
Value ($000) $500 Shares 1,100 Est. Cost $137.24 Unrealized +203.1%
BSV Vanguard Short Term Bond Index 0.3%
Value ($000) $500 Shares 6,523 Est. Cost $81.21 Unrealized
DGX Quest Diagnostics Inc 0.3%
Value ($000) $479 Shares 3,600 Est. Cost $51.67 Unrealized +142.3%
IBDR iShares iBonds Dec 2026 Term C 0.3%
Value ($000) $465 Shares 19,500 Est. Cost $23.89 Unrealized
ED Consolidated Edison Inc 0.3%
Value ($000) $450 Shares 4,950 Est. Cost $44.62 Unrealized +88.6%
MET MetLife Inc 0.3%
Value ($000) $445 Shares 6,000 Est. Cost $33.71 Unrealized +95.9%
MA Mastercard Inc 0.3%
Value ($000) $440 Shares 914 Est. Cost $325.38 Unrealized +39.1%
iShares iBonds Dec 2025 Term C 0.3%
Value ($000) $423 Shares 17,050 Est. Cost $24.77 Unrealized
CLX Clorox Company 0.3%
Value ($000) $417 Shares 2,725 Est. Cost $80.03 Unrealized +75.1%
RSG Republic Services Inc 0.3%
Value ($000) $412 Shares 2,150 Est. Cost $83.05 Unrealized +109.0%
SPHY SPDR Portfolio High Yield Bond 0.3%
Value ($000) $411 Shares 17,500 Est. Cost $22.79 Unrealized
MMM 3M Company 0.3%
Value ($000) $396 Shares 3,735 Est. Cost $86.56 Unrealized -8.4%
TSM Taiwan Semiconductor Mfg ADR 0.3%
Value ($000) $380 Shares 2,790 Est. Cost $136.05 Unrealized
CAVA Cava Group Inc 0.3%
Value ($000) $377 Shares 5,375 Est. Cost $53.61 Unrealized 0.0%
ABT Abbott Laboratories 0.3%
Value ($000) $373 Shares 3,282 Est. Cost $49.98 Unrealized +121.6%
Laboratory Corp of America 0.2%
Value ($000) $345 Shares 1,580 Est. Cost $228.85 Unrealized
ELV Elevance Health 0.2%
Value ($000) $337 Shares 650 Est. Cost $484.45 Unrealized -0.5%
UNP Union Pacific Corp 0.2%
Value ($000) $326 Shares 1,325 Est. Cost $144.38 Unrealized +63.2%
EEMV iShares MSCI EmergMkt Min Vol 0.2%
Value ($000) $317 Shares 5,600 Est. Cost $59.57 Unrealized
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $313 Shares 985 Est. Cost $219.02 Unrealized
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $303 Shares 3,800 Est. Cost $76.54 Unrealized
IGSB iShares Short Term Corporate 0.2%
Value ($000) $300 Shares 5,859 Est. Cost $66.24 Unrealized
BIV Vgd Int Term Bond Index Fund 0.2%
Value ($000) $299 Shares 3,970 Est. Cost $29.99 Unrealized
HSY Hershey Company 0.2%
Value ($000) $297 Shares 1,525 Est. Cost $95.63 Unrealized +90.4%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $290 Shares 1,115 Est. Cost $193.37 Unrealized
SCHA Schwab US Small-Cap 0.2%
Value ($000) $286 Shares 5,800 Est. Cost $68.53 Unrealized
GLW Corning Inc 0.2%
Value ($000) $283 Shares 8,600 Est. Cost $30.56 Unrealized -0.3%
IBDS iShares iBonds Dec 2027 Term C 0.2%
Value ($000) $274 Shares 11,500 Est. Cost $23.80 Unrealized
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $271 Shares 4,700 Est. Cost $49.80 Unrealized
NOK Applied Materials Inc 0.2%
Value ($000) $259 Shares 1,255 Est. Cost $206.23 Unrealized
SPG Simon Property Group 0.2%
Value ($000) $254 Shares 1,625 Est. Cost $81.54 Unrealized +63.4%
KO Coca-Cola Company 0.2%
Value ($000) $251 Shares 4,100 Est. Cost $42.26 Unrealized +34.2%
DHR Danaher Corp 0.2%
Value ($000) $250 Shares 1,000 Est. Cost $99.39 Unrealized +143.0%
AMGN Amgen Inc 0.2%
Value ($000) $247 Shares 870 Est. Cost $258.84 Unrealized +6.7%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $239 Shares 4,400 Est. Cost $42.60 Unrealized +8.4%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $233 Shares 1,800 Est. Cost $89.68 Unrealized +27.2%
EBAY eBay Inc 0.2%
Value ($000) $227 Shares 4,300 Est. Cost $43.96 Unrealized 0.0%
VGT Vanguard Info Technology 0.2%
Value ($000) $225 Shares 430 Est. Cost $484.00 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $217 Shares 1,400 Est. Cost $137.53 Unrealized 0.0%
VZ Verizon Communications 0.1%
Value ($000) $214 Shares 5,100 Est. Cost $29.59 Unrealized +21.4%
CB Chubb Limited 0.1%
Value ($000) $203 Shares 785 Est. Cost $241.21 Unrealized 0.0%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $202 Shares 1,735 Est. Cost $98.09 Unrealized 0.0%
ERIE Erie Indemnity Co Cl A 0.1%
Value ($000) $201 Shares 500 Est. Cost $359.06 Unrealized 0.0%