Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $152,885 (100.0% shares, 0.0% debt)

Holdings (121)

MSFT Microsoft Corporation 5.3%
Value ($000) $8,046 Shares 21,434 Est. Cost $39.88 Unrealized +915.8%
AAPL Apple Inc 5.2%
Value ($000) $7,992 Shares 35,977 Est. Cost $88.05 Unrealized +162.1%
COST Costco Wholesale Corp 3.8%
Value ($000) $5,799 Shares 6,131 Est. Cost $123.57 Unrealized +685.4%
BRK/B Berkshire Hathaway Inc Cl B 3.5%
Value ($000) $5,359 Shares 10,063 Est. Cost $158.48 Unrealized +206.8%
INTU Intuit Inc 3.1%
Value ($000) $4,746 Shares 7,730 Est. Cost $83.60 Unrealized +614.7%
ORCL Oracle Corp 2.8%
Value ($000) $4,291 Shares 30,695 Est. Cost $38.57 Unrealized +318.9%
GMED Globus Medical Inc A 2.4%
Value ($000) $3,660 Shares 50,000 Est. Cost $40.40 Unrealized +104.5%
WRB WR Berkley Corp 2.2%
Value ($000) $3,409 Shares 47,909 Est. Cost $33.39 Unrealized +78.9%
AXP American Express 2.0%
Value ($000) $3,086 Shares 11,470 Est. Cost $64.09 Unrealized +356.3%
GOOGL Alphabet Inc Cl A 2.0%
Value ($000) $3,011 Shares 19,470 Est. Cost $106.68 Unrealized +69.4%
PAYX Paychex Inc 1.8%
Value ($000) $2,708 Shares 17,555 Est. Cost $34.26 Unrealized +317.8%
IWM iShares Russell 2000 Index 1.7%
Value ($000) $2,546 Shares 12,762 Est. Cost $121.57 Unrealized
RSP Invesco S&P 500 Eq Wt 1.7%
Value ($000) $2,531 Shares 14,609 Est. Cost $119.12 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $2,515 Shares 14,760 Est. Cost $68.73 Unrealized +138.5%
ADP Automatic Data Processing 1.6%
Value ($000) $2,489 Shares 8,145 Est. Cost $93.78 Unrealized +215.0%
JPM JP Morgan Chase & Co 1.6%
Value ($000) $2,465 Shares 10,050 Est. Cost $65.14 Unrealized +285.2%
CSCO Cisco Systems Inc 1.5%
Value ($000) $2,345 Shares 37,995 Est. Cost $23.10 Unrealized +160.1%
IEFA iShares Core MSCI EAFE 1.4%
Value ($000) $2,106 Shares 27,834 Est. Cost $67.08 Unrealized
HD Home Depot Inc 1.4%
Value ($000) $2,105 Shares 5,744 Est. Cost $81.65 Unrealized +366.3%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,062 Shares 12,431 Est. Cost $89.33 Unrealized +70.7%
WM Waste Management Inc 1.3%
Value ($000) $2,044 Shares 8,830 Est. Cost $43.60 Unrealized +400.8%
BAC Bank of America Corp 1.3%
Value ($000) $1,919 Shares 45,995 Est. Cost $16.50 Unrealized +164.3%
LOW Lowes Companies Inc 1.2%
Value ($000) $1,852 Shares 7,940 Est. Cost $49.04 Unrealized +393.6%
GOOG Alphabet Inc Cl C 1.2%
Value ($000) $1,808 Shares 11,575 Est. Cost $107.11 Unrealized +70.4%
IBDS iShares iBonds Dec 2027 Term C 1.1%
Value ($000) $1,758 Shares 72,700 Est. Cost $23.99 Unrealized
CVX Chevron Corp 1.1%
Value ($000) $1,746 Shares 10,438 Est. Cost $71.98 Unrealized +109.1%
SYY Sysco Corporation 1.1%
Value ($000) $1,732 Shares 23,078 Est. Cost $30.70 Unrealized +132.3%
FDVV Fidelity High Dividend 1.0%
Value ($000) $1,588 Shares 32,025 Est. Cost $42.26 Unrealized
TJX TJX Companies Inc 1.0%
Value ($000) $1,558 Shares 12,790 Est. Cost $43.56 Unrealized +175.7%
SUB iShares Short Term Nat Muni Bd 1.0%
Value ($000) $1,470 Shares 13,925 Est. Cost $105.02 Unrealized
IBDT iShares iBonds Dec 2028 Term C 1.0%
Value ($000) $1,459 Shares 57,750 Est. Cost $25.10 Unrealized
PEP Pepsico Inc 0.9%
Value ($000) $1,445 Shares 9,640 Est. Cost $82.05 Unrealized +74.9%
BX Blackstone Group Inc 0.9%
Value ($000) $1,411 Shares 10,095 Est. Cost $47.27 Unrealized +234.7%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $1,395 Shares 7,191 Est. Cost $91.32 Unrealized
MRK Merck & Co 0.9%
Value ($000) $1,382 Shares 15,395 Est. Cost $42.86 Unrealized +110.3%
MCD McDonalds Corp 0.9%
Value ($000) $1,348 Shares 4,315 Est. Cost $92.10 Unrealized +218.0%
ZTS Zoetis Inc 0.9%
Value ($000) $1,344 Shares 8,160 Est. Cost $39.51 Unrealized +316.4%
IBDR iShares iBonds Dec 2026 Term C 0.9%
Value ($000) $1,332 Shares 55,000 Est. Cost $24.01 Unrealized
V Visa Inc 0.9%
Value ($000) $1,326 Shares 3,785 Est. Cost $63.46 Unrealized +430.0%
ECL Ecolab Inc 0.8%
Value ($000) $1,298 Shares 5,120 Est. Cost $100.14 Unrealized +149.3%
AMT American Tower Corp 0.8%
Value ($000) $1,297 Shares 5,960 Est. Cost $105.40 Unrealized +79.8%
TCAF T Rowe Price Capital Apprec Eq 0.8%
Value ($000) $1,273 Shares 39,425 Est. Cost $30.31 Unrealized
BDX Becton Dickinson & Co 0.8%
Value ($000) $1,242 Shares 5,420 Est. Cost $177.60 Unrealized +28.0%
SBUX Starbucks Corp 0.8%
Value ($000) $1,236 Shares 12,600 Est. Cost $47.89 Unrealized +110.9%
MUB iShares National Muni 0.8%
Value ($000) $1,189 Shares 11,275 Est. Cost $107.18 Unrealized
ABBV AbbVie Inc 0.8%
Value ($000) $1,185 Shares 5,656 Est. Cost $43.56 Unrealized +334.8%
WMT Walmart Inc 0.8%
Value ($000) $1,147 Shares 13,070 Est. Cost $45.39 Unrealized +104.8%
RTX RTX Corp 0.7%
Value ($000) $1,143 Shares 8,626 Est. Cost $61.43 Unrealized +103.1%
UNH UnitedHealth Group Inc 0.7%
Value ($000) $1,095 Shares 2,090 Est. Cost $87.01 Unrealized +474.0%
SPY SPDR S&P 500 0.7%
Value ($000) $1,049 Shares 1,875 Est. Cost $205.30 Unrealized
UPS United Parcel Service Inc 0.7%
Value ($000) $1,043 Shares 9,487 Est. Cost $74.82 Unrealized +50.6%
YUM YUM! Brands Inc 0.7%
Value ($000) $1,022 Shares 6,495 Est. Cost $51.47 Unrealized +175.2%
MDLZ Mondelez Intl Inc Cl A 0.7%
Value ($000) $1,005 Shares 14,812 Est. Cost $29.56 Unrealized +102.1%
WTRG Essential Utilities Inc 0.7%
Value ($000) $996 Shares 25,186 Est. Cost $47.01 Unrealized -21.9%
RPM RPM International 0.6%
Value ($000) $990 Shares 8,555 Est. Cost $47.65 Unrealized +155.1%
VLO Valero Energy Corp 0.6%
Value ($000) $981 Shares 7,425 Est. Cost $54.15 Unrealized +138.9%
COP ConocoPhillips 0.6%
Value ($000) $938 Shares 8,930 Est. Cost $49.56 Unrealized +95.3%
Cigna Corp 0.6%
Value ($000) $906 Shares 2,755 Est. Cost $232.92 Unrealized
PSX Phillips 66 0.6%
Value ($000) $880 Shares 7,125 Est. Cost $58.69 Unrealized +103.2%
IDA IdaCorp Incorporated 0.6%
Value ($000) $853 Shares 7,336 Est. Cost $61.34 Unrealized +82.7%
TGT Target Corporation 0.6%
Value ($000) $842 Shares 8,065 Est. Cost $63.60 Unrealized +89.0%
CSX CSX Corp 0.5%
Value ($000) $791 Shares 26,890 Est. Cost $24.33 Unrealized +28.6%
AOM iShares Core Moderate Allocati 0.5%
Value ($000) $781 Shares 17,796 Est. Cost $39.61 Unrealized
NEE NextEra Energy Inc 0.5%
Value ($000) $759 Shares 10,700 Est. Cost $60.20 Unrealized +14.1%
IWY iShares Russell Top 200 Growth 0.5%
Value ($000) $756 Shares 3,585 Est. Cost $159.55 Unrealized
LHX L3Harris Technologies Inc 0.5%
Value ($000) $720 Shares 3,440 Est. Cost $181.76 Unrealized +13.3%
UBER Uber Technologies Inc 0.5%
Value ($000) $711 Shares 9,765 Est. Cost $30.66 Unrealized +135.0%
VNQ Vanguard REIT 0.5%
Value ($000) $709 Shares 7,835 Est. Cost $94.29 Unrealized
WCN Waste Connections Inc 0.5%
Value ($000) $690 Shares 3,535 Est. Cost $140.77 Unrealized +30.9%
iShares iBonds Dec 2025 Term C 0.4%
Value ($000) $672 Shares 26,700 Est. Cost $24.84 Unrealized
TSM Taiwan Semiconductor Mfg ADR 0.4%
Value ($000) $661 Shares 3,980 Est. Cost $147.17 Unrealized
CL Colgate-Palmolive Co 0.4%
Value ($000) $630 Shares 6,725 Est. Cost $55.66 Unrealized +57.8%
SPHY SPDR Portfolio High Yield Bond 0.4%
Value ($000) $626 Shares 26,750 Est. Cost $23.12 Unrealized
QQQ Invesco QQQ Trust 0.4%
Value ($000) $614 Shares 1,310 Est. Cost $488.07 Unrealized
GLW Corning Inc 0.4%
Value ($000) $612 Shares 13,375 Est. Cost $35.61 Unrealized +36.4%
IUSG iShares Core S&P US Growth 0.4%
Value ($000) $586 Shares 4,615 Est. Cost $79.20 Unrealized
AOR iShares Core Growth Allocation 0.4%
Value ($000) $583 Shares 10,135 Est. Cost $48.86 Unrealized
DGX Quest Diagnostics Inc 0.4%
Value ($000) $575 Shares 3,400 Est. Cost $51.67 Unrealized +213.4%
MMM 3M Co 0.4%
Value ($000) $567 Shares 3,860 Est. Cost $87.59 Unrealized +65.1%
IBDU iShares iBonds Dec 2029 Term C 0.4%
Value ($000) $547 Shares 23,650 Est. Cost $23.13 Unrealized
MA Mastercard Inc 0.3%
Value ($000) $526 Shares 960 Est. Cost $331.91 Unrealized +63.3%
PGX Invesco Preferred 0.3%
Value ($000) $515 Shares 45,900 Est. Cost $14.56 Unrealized
AWK American Water Works Inc 0.3%
Value ($000) $488 Shares 3,305 Est. Cost $69.08 Unrealized +86.9%
CAVA Cava Group Inc 0.3%
Value ($000) $464 Shares 5,375 Est. Cost $53.61 Unrealized +102.3%
ED Consolidated Edison Inc 0.3%
Value ($000) $462 Shares 4,175 Est. Cost $44.62 Unrealized +113.4%
DD DuPont de Nemours Inc 0.3%
Value ($000) $455 Shares 6,099 Est. Cost $25.91 Unrealized +23.1%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $455 Shares 7,800 Est. Cost $59.33 Unrealized
MET MetLife Inc 0.3%
Value ($000) $442 Shares 5,500 Est. Cost $33.71 Unrealized +140.8%
LMT Lockheed Martin Corp 0.3%
Value ($000) $424 Shares 950 Est. Cost $137.24 Unrealized +226.7%
BSV Vanguard Short Term Bond Index 0.3%
Value ($000) $423 Shares 5,405 Est. Cost $80.98 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $422 Shares 3,182 Est. Cost $49.98 Unrealized +151.0%
ADBE Adobe Systems Inc 0.3%
Value ($000) $387 Shares 1,010 Est. Cost $462.31 Unrealized -7.2%
AMGN Amgen Inc 0.2%
Value ($000) $372 Shares 1,195 Est. Cost $268.96 Unrealized +6.8%
MAS Masco Corp 0.2%
Value ($000) $362 Shares 5,200 Est. Cost $17.99 Unrealized +309.1%
Labcorp Hldgs Inc. 0.2%
Value ($000) $357 Shares 1,535 Est. Cost $228.85 Unrealized
CLX Clorox Company 0.2%
Value ($000) $357 Shares 2,425 Est. Cost $80.03 Unrealized +84.9%
WideOpenWest Inc 0.2%
Value ($000) $351 Shares 70,900 Est. Cost $13.27 Unrealized
BIV Vgd Int Term Bond Index Fund 0.2%
Value ($000) $341 Shares 4,448 Est. Cost $34.91 Unrealized
IBMP iShares iBonds Dec 2027 Term M 0.2%
Value ($000) $335 Shares 13,250 Est. Cost $25.28 Unrealized
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $327 Shares 4,000 Est. Cost $76.89 Unrealized
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $312 Shares 960 Est. Cost $219.02 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $307 Shares 1,300 Est. Cost $144.38 Unrealized +63.2%
KO Coca-Cola Company 0.2%
Value ($000) $294 Shares 4,100 Est. Cost $42.26 Unrealized +53.7%
EBAY eBay Inc 0.2%
Value ($000) $291 Shares 4,300 Est. Cost $43.96 Unrealized +49.5%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $291 Shares 7,884 Est. Cost $33.05 Unrealized +6.0%
IBMQ iShares iBonds Dec 2028 Term M 0.2%
Value ($000) $285 Shares 11,250 Est. Cost $25.29 Unrealized
ELV Elevance Health 0.2%
Value ($000) $283 Shares 650 Est. Cost $484.45 Unrealized -18.6%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $276 Shares 1,006 Est. Cost $193.37 Unrealized
SPG Simon Property Group 0.2%
Value ($000) $262 Shares 1,575 Est. Cost $81.54 Unrealized +104.7%
IBM IBM Corp 0.2%
Value ($000) $249 Shares 1,000 Est. Cost $188.97 Unrealized +26.7%
VGT Vanguard Info Technology 0.2%
Value ($000) $233 Shares 430 Est. Cost $484.00 Unrealized
SO Southern Company 0.2%
Value ($000) $230 Shares 2,500 Est. Cost $81.63 Unrealized +3.1%
SCHA Schwab US Small-Cap 0.1%
Value ($000) $225 Shares 9,600 Est. Cost $51.64 Unrealized
XOM Exxon Mobil Corp 0.1%
Value ($000) $224 Shares 1,885 Est. Cost $107.21 Unrealized 0.0%
CB Chubb Limited 0.1%
Value ($000) $223 Shares 740 Est. Cost $241.21 Unrealized +14.5%
APO Apollo Global Mgmt 0.1%
Value ($000) $217 Shares 1,585 Est. Cost $113.27 Unrealized +34.1%
ERIE Erie Indemnity Co Cl A 0.1%
Value ($000) $210 Shares 500 Est. Cost $447.24 Unrealized -9.8%
BHP BHP Billiton Ltd ADR 0.1%
Value ($000) $209 Shares 4,300 Est. Cost $49.80 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $205 Shares 1,000 Est. Cost $99.39 Unrealized +118.3%
CTVA Corteva Inc 0.1%
Value ($000) $205 Shares 3,252 Est. Cost $61.25 Unrealized 0.0%
CARR Carrier Global Corp 0.1%
Value ($000) $201 Shares 3,175 Est. Cost $60.20 Unrealized +9.3%