Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $158,218 (100.0% shares, 0.0% debt)

Holdings (124)

MSFT Microsoft Corporation 6.1%
Value ($000) $9,640 Shares 22,402 Est. Cost $39.88 Unrealized +961.0%
AAPL Apple Inc 5.7%
Value ($000) $8,995 Shares 38,606 Est. Cost $88.05 Unrealized +152.1%
COST Costco Wholesale Corp 3.7%
Value ($000) $5,837 Shares 6,584 Est. Cost $123.57 Unrealized +597.5%
ORCL Oracle Corp 3.4%
Value ($000) $5,380 Shares 31,570 Est. Cost $38.57 Unrealized +270.9%
INTU Intuit Inc 3.1%
Value ($000) $4,943 Shares 7,960 Est. Cost $83.60 Unrealized +657.2%
BRK/B Berkshire Hathaway Inc Cl B 3.0%
Value ($000) $4,673 Shares 10,153 Est. Cost $158.48 Unrealized +179.0%
GMED Globus Medical Inc A 2.8%
Value ($000) $4,458 Shares 62,320 Est. Cost $40.40 Unrealized +74.7%
GOOGL Alphabet Inc Cl A 2.1%
Value ($000) $3,308 Shares 19,945 Est. Cost $106.68 Unrealized +56.3%
AXP American Express 2.1%
Value ($000) $3,244 Shares 11,963 Est. Cost $64.09 Unrealized +282.5%
IWM iShares Russell 2000 Index 1.8%
Value ($000) $2,830 Shares 12,812 Est. Cost $121.57 Unrealized
WRB Berkley W R Corporation 1.8%
Value ($000) $2,795 Shares 49,269 Est. Cost $33.39 Unrealized +61.4%
RSP Invesco S&P 500 Eq Wt 1.6%
Value ($000) $2,588 Shares 14,447 Est. Cost $119.12 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $2,587 Shares 14,935 Est. Cost $68.73 Unrealized +138.9%
PAYX Paychex Inc 1.5%
Value ($000) $2,429 Shares 18,100 Est. Cost $34.26 Unrealized +255.8%
HD Home Depot Inc 1.5%
Value ($000) $2,411 Shares 5,949 Est. Cost $81.65 Unrealized +331.9%
MRK Merck & Co 1.4%
Value ($000) $2,230 Shares 19,638 Est. Cost $42.86 Unrealized +163.6%
LOW Lowes Companies Inc 1.4%
Value ($000) $2,228 Shares 8,225 Est. Cost $49.04 Unrealized +381.6%
JPM JP Morgan Chase & Co 1.4%
Value ($000) $2,181 Shares 10,345 Est. Cost $65.14 Unrealized +214.6%
ADP Automatic Data Processing 1.4%
Value ($000) $2,147 Shares 7,759 Est. Cost $82.38 Unrealized +207.7%
IEFA iShares Core MSCI EAFE 1.3%
Value ($000) $2,133 Shares 27,330 Est. Cost $67.03 Unrealized
CSCO Cisco Systems Inc 1.3%
Value ($000) $2,032 Shares 38,175 Est. Cost $23.10 Unrealized +102.5%
GOOG Alphabet Inc Cl C 1.3%
Value ($000) $2,002 Shares 11,975 Est. Cost $107.11 Unrealized +57.1%
JNJ Johnson & Johnson 1.3%
Value ($000) $1,985 Shares 12,246 Est. Cost $88.38 Unrealized +72.7%
WM Waste Management Inc 1.2%
Value ($000) $1,909 Shares 9,195 Est. Cost $43.60 Unrealized +368.5%
BAC Bank of America Corp 1.2%
Value ($000) $1,871 Shares 47,145 Est. Cost $16.50 Unrealized +134.9%
SYY Sysco Corporation 1.2%
Value ($000) $1,828 Shares 23,413 Est. Cost $30.70 Unrealized +135.0%
PEP Pepsico Inc 1.0%
Value ($000) $1,621 Shares 9,530 Est. Cost $81.35 Unrealized +100.3%
ZTS Zoetis Inc 1.0%
Value ($000) $1,620 Shares 8,290 Est. Cost $39.51 Unrealized +359.0%
BX Blackstone Group Inc 1.0%
Value ($000) $1,589 Shares 10,380 Est. Cost $47.27 Unrealized +182.8%
CVX Chevron Corp 1.0%
Value ($000) $1,589 Shares 10,788 Est. Cost $71.98 Unrealized +94.4%
TJX TJX Companies Inc 1.0%
Value ($000) $1,531 Shares 13,025 Est. Cost $43.56 Unrealized +158.8%
AMT American Tower Corp 0.9%
Value ($000) $1,462 Shares 6,285 Est. Cost $105.40 Unrealized +100.0%
FDVV Fidelity High Dividend 0.9%
Value ($000) $1,460 Shares 28,835 Est. Cost $41.43 Unrealized
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,433 Shares 7,233 Est. Cost $91.32 Unrealized
BDX Becton Dickinson & Co 0.8%
Value ($000) $1,332 Shares 5,525 Est. Cost $177.60 Unrealized +28.2%
UPS United Parcel Service Inc 0.8%
Value ($000) $1,328 Shares 9,737 Est. Cost $74.82 Unrealized +61.1%
ECL Ecolab Inc 0.8%
Value ($000) $1,320 Shares 5,170 Est. Cost $100.14 Unrealized +140.7%
MCD McDonalds Corp 0.8%
Value ($000) $1,317 Shares 4,325 Est. Cost $92.10 Unrealized +189.6%
SUB iShares Short Term Nat Muni Bd 0.8%
Value ($000) $1,306 Shares 12,300 Est. Cost $104.96 Unrealized
TGT Target Corporation 0.8%
Value ($000) $1,273 Shares 8,170 Est. Cost $62.62 Unrealized +125.2%
SBUX Starbucks Corp 0.8%
Value ($000) $1,256 Shares 12,885 Est. Cost $47.89 Unrealized +73.0%
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,234 Shares 2,110 Est. Cost $87.01 Unrealized +530.1%
TCAF T Rowe Price Capital Apprec Eq 0.8%
Value ($000) $1,221 Shares 36,725 Est. Cost $30.11 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $1,128 Shares 15,312 Est. Cost $29.56 Unrealized +127.2%
ABBV AbbVie Inc 0.7%
Value ($000) $1,122 Shares 5,681 Est. Cost $43.56 Unrealized +310.2%
Cigna Corp 0.7%
Value ($000) $1,083 Shares 3,125 Est. Cost $232.92 Unrealized
SPY SPDR S&P 500 0.7%
Value ($000) $1,076 Shares 1,875 Est. Cost $205.30 Unrealized
WMT Walmart Inc 0.7%
Value ($000) $1,072 Shares 13,270 Est. Cost $45.39 Unrealized +59.7%
V Visa Inc 0.7%
Value ($000) $1,063 Shares 3,865 Est. Cost $63.46 Unrealized +321.9%
RTX RTX Corp 0.7%
Value ($000) $1,051 Shares 8,676 Est. Cost $61.43 Unrealized +80.8%
RPM RPM International 0.7%
Value ($000) $1,047 Shares 8,655 Est. Cost $47.65 Unrealized +142.9%
VLO Valero Energy Corp 0.6%
Value ($000) $1,003 Shares 7,425 Est. Cost $54.15 Unrealized +157.4%
WTRG Essential Utilities Inc 0.6%
Value ($000) $999 Shares 25,911 Est. Cost $47.01 Unrealized -16.4%
MUB iShares National Muni 0.6%
Value ($000) $972 Shares 8,950 Est. Cost $107.39 Unrealized
IBDR iShares iBonds Dec 2026 Term C 0.6%
Value ($000) $939 Shares 38,650 Est. Cost $23.95 Unrealized
NEE NextEra Energy Inc 0.6%
Value ($000) $938 Shares 11,100 Est. Cost $60.20 Unrealized +24.4%
PSX Phillips 66 0.6%
Value ($000) $937 Shares 7,125 Est. Cost $58.69 Unrealized +118.8%
CSX CSX Corp 0.6%
Value ($000) $929 Shares 26,890 Est. Cost $24.33 Unrealized +36.5%
YUM YUM! Brands Inc 0.6%
Value ($000) $907 Shares 6,495 Est. Cost $51.47 Unrealized +151.4%
COP ConocoPhillips 0.6%
Value ($000) $890 Shares 8,451 Est. Cost $47.17 Unrealized +122.7%
IBDS iShares iBonds Dec 2027 Term C 0.6%
Value ($000) $881 Shares 36,150 Est. Cost $23.94 Unrealized
LHX L3Harris Technologies Inc 0.5%
Value ($000) $818 Shares 3,440 Est. Cost $181.76 Unrealized +23.6%
VNQ Vanguard REIT 0.5%
Value ($000) $812 Shares 8,335 Est. Cost $94.29 Unrealized
AOM iShares Core Moderate Allocati 0.5%
Value ($000) $793 Shares 17,571 Est. Cost $39.57 Unrealized
IWY iShares Russell Top 200 Growth 0.5%
Value ($000) $767 Shares 3,485 Est. Cost $157.73 Unrealized
IDA IdaCorp Incorporated 0.5%
Value ($000) $756 Shares 7,336 Est. Cost $61.34 Unrealized +62.8%
CL Colgate-Palmolive Co 0.5%
Value ($000) $740 Shares 7,125 Est. Cost $55.66 Unrealized +77.7%
WideOpenWest Inc 0.5%
Value ($000) $716 Shares 136,398 Est. Cost $13.27 Unrealized
UBER Uber Technologies Inc 0.4%
Value ($000) $691 Shares 9,200 Est. Cost $28.12 Unrealized +150.4%
TSM Taiwan Semiconductor Mfg ADR 0.4%
Value ($000) $687 Shares 3,955 Est. Cost $147.17 Unrealized
CAVA Cava Group Inc 0.4%
Value ($000) $666 Shares 5,375 Est. Cost $53.61 Unrealized +89.6%
PGX Invesco Preferred 0.4%
Value ($000) $659 Shares 53,400 Est. Cost $14.56 Unrealized
QQQ Invesco QQQ Trust 0.4%
Value ($000) $652 Shares 1,335 Est. Cost $488.07 Unrealized
WCN Waste Connections Inc 0.4%
Value ($000) $632 Shares 3,535 Est. Cost $140.77 Unrealized +27.6%
iShares iBonds Dec 2025 Term C 0.4%
Value ($000) $629 Shares 25,050 Est. Cost $24.82 Unrealized
IUSG iShares Core S&P US Growth 0.4%
Value ($000) $609 Shares 4,615 Est. Cost $79.20 Unrealized
DD DuPont de Nemours Inc 0.4%
Value ($000) $606 Shares 6,799 Est. Cost $25.91 Unrealized +27.3%
AOR iShares Core Growth Allocation 0.4%
Value ($000) $597 Shares 10,072 Est. Cost $48.86 Unrealized
AWK American Water Works Inc 0.4%
Value ($000) $586 Shares 4,005 Est. Cost $69.08 Unrealized +98.7%
LMT Lockheed Martin Corp 0.4%
Value ($000) $555 Shares 950 Est. Cost $137.24 Unrealized +276.3%
MMM 3M Company 0.4%
Value ($000) $555 Shares 4,060 Est. Cost $87.59 Unrealized +36.0%
CMCSA Comcast Corp Class A 0.3%
Value ($000) $554 Shares 13,254 Est. Cost $33.05 Unrealized +14.2%
SPHY SPDR Portfolio High Yield Bond 0.3%
Value ($000) $548 Shares 22,800 Est. Cost $23.06 Unrealized
DGX Quest Diagnostics Inc 0.3%
Value ($000) $528 Shares 3,400 Est. Cost $51.67 Unrealized +182.2%
GLW Corning Inc 0.3%
Value ($000) $501 Shares 11,100 Est. Cost $33.48 Unrealized +22.0%
ED Consolidated Edison Inc 0.3%
Value ($000) $497 Shares 4,775 Est. Cost $44.62 Unrealized +111.7%
MAS Masco Corp 0.3%
Value ($000) $487 Shares 5,800 Est. Cost $17.99 Unrealized +311.6%
MA Mastercard Inc 0.3%
Value ($000) $474 Shares 960 Est. Cost $331.91 Unrealized +39.1%
MET MetLife Inc 0.3%
Value ($000) $454 Shares 5,500 Est. Cost $33.71 Unrealized +113.2%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $445 Shares 7,100 Est. Cost $59.46 Unrealized
BSV Vanguard Short Term Bond Index 0.3%
Value ($000) $399 Shares 5,065 Est. Cost $81.21 Unrealized
CLX Clorox Company 0.2%
Value ($000) $395 Shares 2,425 Est. Cost $80.03 Unrealized +76.4%
RSG Republic Services Inc 0.2%
Value ($000) $392 Shares 1,950 Est. Cost $83.05 Unrealized +138.4%
AMGN Amgen Inc 0.2%
Value ($000) $369 Shares 1,145 Est. Cost $268.19 Unrealized +16.8%
ABT Abbott Laboratories 0.2%
Value ($000) $363 Shares 3,182 Est. Cost $49.98 Unrealized +114.2%
Labcorp Hldgs Inc. 0.2%
Value ($000) $356 Shares 1,595 Est. Cost $228.85 Unrealized
ELV Elevance Health 0.2%
Value ($000) $338 Shares 650 Est. Cost $484.45 Unrealized +7.5%
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $335 Shares 985 Est. Cost $219.02 Unrealized
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $335 Shares 4,000 Est. Cost $76.89 Unrealized
BIV Vgd Int Term Bond Index Fund 0.2%
Value ($000) $328 Shares 4,187 Est. Cost $32.41 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $327 Shares 1,325 Est. Cost $144.38 Unrealized +62.5%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $316 Shares 1,115 Est. Cost $193.37 Unrealized
SCHA Schwab US Small-Cap 0.2%
Value ($000) $299 Shares 5,800 Est. Cost $68.53 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $295 Shares 4,100 Est. Cost $42.26 Unrealized +55.3%
BHP BHP Billiton Ltd ADR 0.2%
Value ($000) $292 Shares 4,700 Est. Cost $49.80 Unrealized
EBAY eBay Inc 0.2%
Value ($000) $280 Shares 4,300 Est. Cost $43.96 Unrealized +28.1%
DHR Danaher Corp 0.2%
Value ($000) $278 Shares 1,000 Est. Cost $99.39 Unrealized +164.0%
ERIE Erie Indemnity Co Cl A 0.2%
Value ($000) $270 Shares 500 Est. Cost $447.24 Unrealized 0.0%
SPG Simon Property Group 0.2%
Value ($000) $266 Shares 1,575 Est. Cost $81.54 Unrealized +81.0%
CARR Carrier Global Corp 0.2%
Value ($000) $256 Shares 3,175 Est. Cost $60.20 Unrealized +13.8%
NOK Applied Materials Inc 0.2%
Value ($000) $254 Shares 1,255 Est. Cost $206.23 Unrealized
VGT Vanguard Info Technology 0.2%
Value ($000) $252 Shares 430 Est. Cost $484.00 Unrealized
HSY Hershey Company 0.2%
Value ($000) $249 Shares 1,300 Est. Cost $95.63 Unrealized +94.6%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $228 Shares 1,600 Est. Cost $89.68 Unrealized +49.6%
CB Chubb Limited 0.1%
Value ($000) $226 Shares 785 Est. Cost $241.21 Unrealized +12.3%
SO Southern Company 0.1%
Value ($000) $225 Shares 2,500 Est. Cost $81.63 Unrealized 0.0%
IBDT iShares iBonds Dec 2028 Term E 0.1%
Value ($000) $222 Shares 8,700 Est. Cost $25.53 Unrealized
IBM IBM Corp 0.1%
Value ($000) $221 Shares 1,000 Est. Cost $188.97 Unrealized 0.0%
VLTO Veralto Corp 0.1%
Value ($000) $218 Shares 1,950 Est. Cost $105.00 Unrealized 0.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $209 Shares 1,786 Est. Cost $98.43 Unrealized +11.8%
iShares iBonds Dec 2024 Term C 0.1%
Value ($000) $209 Shares 8,300 Est. Cost $25.13 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $207 Shares 4,000 Est. Cost $43.65 Unrealized 0.0%
APO Apollo Global Mgmt 0.1%
Value ($000) $207 Shares 1,655 Est. Cost $113.27 Unrealized 0.0%
ADI Analog Devices Inc 0.1%
Value ($000) $200 Shares 870 Est. Cost $207.63 Unrealized +6.0%