Godshalk Welsh Capital Management, Inc. Diversified Active

CIK: 0001631775 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $174,301 (100.0% shares, 0.0% debt)

Holdings (131)

MSFT Microsoft Corporation 6.0%
Value ($000) $10,530 Shares 20,330 Est. Cost $39.88 Unrealized +1175.6%
AAPL Apple Inc 4.9%
Value ($000) $8,486 Shares 33,327 Est. Cost $88.05 Unrealized +156.2%
ORCL Oracle Corp 4.8%
Value ($000) $8,360 Shares 29,725 Est. Cost $38.57 Unrealized +559.0%
COST Costco Wholesale Corp 3.1%
Value ($000) $5,348 Shares 5,778 Est. Cost $123.57 Unrealized +674.2%
INTU Intuit Inc 2.9%
Value ($000) $5,105 Shares 7,475 Est. Cost $83.60 Unrealized +760.6%
BRK/B Berkshire Hathaway Inc Cl B 2.8%
Value ($000) $4,860 Shares 9,668 Est. Cost $158.48 Unrealized +205.6%
GOOGL Alphabet Inc Cl A 2.6%
Value ($000) $4,460 Shares 18,345 Est. Cost $106.68 Unrealized +96.1%
AXP American Express 2.1%
Value ($000) $3,715 Shares 11,185 Est. Cost $64.09 Unrealized +393.9%
WRB WR Berkley Corp 2.0%
Value ($000) $3,518 Shares 45,919 Est. Cost $33.39 Unrealized +109.7%
IWM iShares Russell 2000 Index 1.8%
Value ($000) $3,088 Shares 12,762 Est. Cost $121.57 Unrealized
JPM JP Morgan Chase & Co 1.8%
Value ($000) $3,057 Shares 9,690 Est. Cost $65.14 Unrealized +354.3%
GMED Globus Medical Inc A 1.6%
Value ($000) $2,864 Shares 50,000 Est. Cost $40.40 Unrealized +42.5%
GOOG Alphabet Inc Cl C 1.6%
Value ($000) $2,762 Shares 11,340 Est. Cost $107.11 Unrealized +96.0%
RSP Invesco S&P 500 Eq Wt 1.5%
Value ($000) $2,671 Shares 14,082 Est. Cost $119.12 Unrealized
IBDT iShares iBonds Dec 2028 Term C 1.5%
Value ($000) $2,593 Shares 101,600 Est. Cost $25.26 Unrealized
CSCO Cisco Systems Inc 1.5%
Value ($000) $2,562 Shares 37,445 Est. Cost $23.10 Unrealized +191.7%
IBDS iShares iBonds Dec 2027 Term C 1.4%
Value ($000) $2,477 Shares 101,750 Est. Cost $24.08 Unrealized
IEFA iShares Core MSCI EAFE 1.4%
Value ($000) $2,420 Shares 27,714 Est. Cost $67.36 Unrealized
ADP Automatic Data Processing 1.3%
Value ($000) $2,341 Shares 7,975 Est. Cost $93.78 Unrealized +217.6%
BAC Bank of America Corp 1.3%
Value ($000) $2,333 Shares 45,220 Est. Cost $16.50 Unrealized +192.9%
HD Home Depot Inc 1.3%
Value ($000) $2,297 Shares 5,669 Est. Cost $81.65 Unrealized +376.6%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,233 Shares 12,041 Est. Cost $89.33 Unrealized +89.7%
PG Procter & Gamble 1.3%
Value ($000) $2,204 Shares 14,345 Est. Cost $68.73 Unrealized +125.4%
PAYX Paychex Inc 1.3%
Value ($000) $2,203 Shares 17,380 Est. Cost $34.26 Unrealized +300.3%
FDVV Fidelity High Dividend 1.2%
Value ($000) $2,009 Shares 36,060 Est. Cost $43.63 Unrealized
WM Waste Management Inc 1.1%
Value ($000) $1,941 Shares 8,790 Est. Cost $43.60 Unrealized +413.0%
LOW Lowes Companies Inc 1.1%
Value ($000) $1,926 Shares 7,665 Est. Cost $49.04 Unrealized +398.0%
IBDR iShares iBonds Dec 2026 Term C 1.1%
Value ($000) $1,875 Shares 77,150 Est. Cost $24.09 Unrealized
SYY Sysco Corporation 1.1%
Value ($000) $1,868 Shares 22,690 Est. Cost $30.70 Unrealized +156.9%
TJX TJX Companies Inc 1.0%
Value ($000) $1,805 Shares 12,490 Est. Cost $43.56 Unrealized +203.7%
BX Blackstone Group Inc 1.0%
Value ($000) $1,720 Shares 10,070 Est. Cost $47.27 Unrealized +258.5%
TCAF T Rowe Price Capital Apprec Eq 1.0%
Value ($000) $1,697 Shares 45,025 Est. Cost $31.17 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $1,611 Shares 10,375 Est. Cost $71.98 Unrealized +111.6%
IBDU iShares iBonds Dec 2029 Term C 0.9%
Value ($000) $1,560 Shares 66,450 Est. Cost $23.30 Unrealized
SUB iShares Short Term Nat Muni Bd 0.8%
Value ($000) $1,455 Shares 13,625 Est. Cost $105.02 Unrealized
VIG Vanguard Div Appreciation 0.8%
Value ($000) $1,431 Shares 6,630 Est. Cost $91.32 Unrealized
RTX RTX Corp 0.8%
Value ($000) $1,376 Shares 8,221 Est. Cost $61.43 Unrealized +151.1%
ECL Ecolab Inc 0.8%
Value ($000) $1,375 Shares 5,020 Est. Cost $100.14 Unrealized +169.9%
WMT Walmart Inc 0.8%
Value ($000) $1,374 Shares 13,330 Est. Cost $48.16 Unrealized +106.1%
V Visa Inc 0.7%
Value ($000) $1,277 Shares 3,740 Est. Cost $63.46 Unrealized +443.9%
MCD McDonalds Corp 0.7%
Value ($000) $1,254 Shares 4,125 Est. Cost $92.10 Unrealized +227.3%
SPY SPDR S&P 500 0.7%
Value ($000) $1,249 Shares 1,875 Est. Cost $205.30 Unrealized
VLO Valero Energy Corp 0.7%
Value ($000) $1,247 Shares 7,325 Est. Cost $54.15 Unrealized +173.0%
ABBV AbbVie Inc 0.7%
Value ($000) $1,229 Shares 5,306 Est. Cost $43.56 Unrealized +363.6%
UBER Uber Technologies Inc 0.7%
Value ($000) $1,205 Shares 12,300 Est. Cost $41.93 Unrealized +123.0%
MUB iShares National Muni 0.7%
Value ($000) $1,201 Shares 11,275 Est. Cost $107.18 Unrealized
ZTS Zoetis Inc 0.7%
Value ($000) $1,185 Shares 8,100 Est. Cost $39.51 Unrealized +281.0%
PEP Pepsico Inc 0.7%
Value ($000) $1,169 Shares 8,325 Est. Cost $82.05 Unrealized +71.1%
BDX Becton Dickinson & Co 0.7%
Value ($000) $1,156 Shares 6,175 Est. Cost $177.96 Unrealized +3.4%
AMT American Tower Corp 0.7%
Value ($000) $1,149 Shares 5,975 Est. Cost $105.40 Unrealized +94.1%
SBUX Starbucks Corp 0.7%
Value ($000) $1,142 Shares 13,500 Est. Cost $50.25 Unrealized +76.3%
GLW Corning Inc 0.6%
Value ($000) $1,120 Shares 13,650 Est. Cost $36.47 Unrealized +78.2%
TSM Taiwan Semiconductor Mfg ADR 0.6%
Value ($000) $1,098 Shares 3,930 Est. Cost $147.17 Unrealized
LHX L3Harris Technologies Inc 0.6%
Value ($000) $1,051 Shares 3,440 Est. Cost $181.76 Unrealized +49.3%
MRK Merck & Co 0.6%
Value ($000) $1,037 Shares 12,355 Est. Cost $42.86 Unrealized +89.0%
RPM RPM International 0.6%
Value ($000) $1,008 Shares 8,555 Est. Cost $47.65 Unrealized +151.8%
NSRGY Nestle SA ADR 0.6%
Value ($000) $991 Shares 10,800 Est. Cost $99.32 Unrealized
IWY iShares Russell Top 200 Growth 0.6%
Value ($000) $988 Shares 3,610 Est. Cost $159.55 Unrealized
YUM YUM! Brands Inc 0.6%
Value ($000) $985 Shares 6,480 Est. Cost $51.47 Unrealized +183.8%
IDA IdaCorp Incorporated 0.6%
Value ($000) $969 Shares 7,336 Est. Cost $61.34 Unrealized +101.9%
PSX Phillips 66 0.6%
Value ($000) $969 Shares 7,125 Est. Cost $58.69 Unrealized +115.4%
CSX CSX Corp 0.5%
Value ($000) $919 Shares 25,890 Est. Cost $24.33 Unrealized +39.4%
WTRG Essential Utilities Inc 0.5%
Value ($000) $916 Shares 22,961 Est. Cost $47.01 Unrealized -18.9%
AOM iShares Core Moderate Allocati 0.5%
Value ($000) $848 Shares 17,827 Est. Cost $39.61 Unrealized
IBDV iShares iBonds Dec 2030 Term C 0.5%
Value ($000) $844 Shares 38,100 Est. Cost $22.10 Unrealized
iShares iBonds Dec 2025 Term C 0.5%
Value ($000) $840 Shares 33,350 Est. Cost $24.91 Unrealized
IBMP iShares iBonds Dec 2027 Term M 0.5%
Value ($000) $823 Shares 32,300 Est. Cost $25.34 Unrealized
COP ConocoPhillips 0.5%
Value ($000) $821 Shares 8,680 Est. Cost $49.56 Unrealized +88.2%
MDLZ Mondelez Intl Inc Cl A 0.5%
Value ($000) $820 Shares 13,125 Est. Cost $29.56 Unrealized +114.5%
Cigna Corp 0.4%
Value ($000) $765 Shares 2,655 Est. Cost $232.92 Unrealized
NEE NextEra Energy Inc 0.4%
Value ($000) $755 Shares 10,000 Est. Cost $60.20 Unrealized +20.0%
IBMQ iShares iBonds Dec 2028 Term M 0.4%
Value ($000) $751 Shares 29,300 Est. Cost $25.39 Unrealized
QQQ Invesco QQQ Trust 0.4%
Value ($000) $741 Shares 1,235 Est. Cost $488.07 Unrealized
IBMO iShares iBonds Dec 2026 Term M 0.4%
Value ($000) $731 Shares 28,500 Est. Cost $25.63 Unrealized
VNQ Vanguard REIT 0.4%
Value ($000) $725 Shares 7,935 Est. Cost $94.13 Unrealized
IUSG iShares Core S&P US Growth 0.4%
Value ($000) $710 Shares 4,315 Est. Cost $79.20 Unrealized
UNH UnitedHealth Group Inc 0.4%
Value ($000) $706 Shares 2,045 Est. Cost $87.01 Unrealized +243.6%
SPHY SPDR Portfolio High Yield Bond 0.4%
Value ($000) $664 Shares 27,750 Est. Cost $23.15 Unrealized
DGX Quest Diagnostics Inc 0.4%
Value ($000) $629 Shares 3,300 Est. Cost $51.67 Unrealized +241.8%
WCN Waste Connections Inc 0.3%
Value ($000) $610 Shares 3,470 Est. Cost $140.77 Unrealized +29.2%
IBMR iShares iBonds Dec 2029 Term M 0.3%
Value ($000) $608 Shares 23,800 Est. Cost $25.41 Unrealized
AOR iShares Core Growth Allocation 0.3%
Value ($000) $606 Shares 9,407 Est. Cost $48.86 Unrealized
HON Honeywell International Inc 0.3%
Value ($000) $588 Shares 2,795 Est. Cost $199.66 Unrealized +3.7%
MMM 3M Co 0.3%
Value ($000) $583 Shares 3,760 Est. Cost $87.59 Unrealized +74.8%
CL Colgate-Palmolive Co 0.3%
Value ($000) $572 Shares 7,160 Est. Cost $57.53 Unrealized +47.1%
LMT Lockheed Martin Corp 0.3%
Value ($000) $549 Shares 1,100 Est. Cost $181.12 Unrealized +147.4%
MA Mastercard Inc 0.3%
Value ($000) $546 Shares 960 Est. Cost $331.91 Unrealized +72.8%
EEMV iShares MSCI EmergMkt Min Vol 0.3%
Value ($000) $498 Shares 7,800 Est. Cost $59.33 Unrealized
PGX Invesco Preferred 0.3%
Value ($000) $474 Shares 40,900 Est. Cost $14.56 Unrealized
MET MetLife Inc 0.3%
Value ($000) $453 Shares 5,500 Est. Cost $33.71 Unrealized +131.1%
Labcorp Hldgs Inc. 0.3%
Value ($000) $451 Shares 1,570 Est. Cost $229.60 Unrealized
AWK American Water Works Inc 0.3%
Value ($000) $449 Shares 3,225 Est. Cost $69.08 Unrealized +102.7%
ADBE Adobe Systems Inc 0.2%
Value ($000) $436 Shares 1,235 Est. Cost $448.28 Unrealized -20.0%
ABT Abbott Laboratories 0.2%
Value ($000) $422 Shares 3,150 Est. Cost $49.98 Unrealized +161.3%
ED Consolidated Edison Inc 0.2%
Value ($000) $420 Shares 4,175 Est. Cost $44.62 Unrealized +122.2%
TGT Target Corporation 0.2%
Value ($000) $417 Shares 4,645 Est. Cost $63.60 Unrealized +52.1%
EBAY eBay Inc 0.2%
Value ($000) $391 Shares 4,300 Est. Cost $43.96 Unrealized +100.1%
RSG Republic Services Inc 0.2%
Value ($000) $390 Shares 1,700 Est. Cost $245.13 Unrealized -4.8%
VCR Vgd Consumer Discretionary 0.2%
Value ($000) $380 Shares 960 Est. Cost $219.02 Unrealized
EFA iShares MSCI EAFE Index 0.2%
Value ($000) $373 Shares 4,000 Est. Cost $76.89 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $349 Shares 1,235 Est. Cost $269.25 Unrealized +6.4%
MAS Masco Corp 0.2%
Value ($000) $345 Shares 4,900 Est. Cost $17.99 Unrealized +288.6%
DD DuPont de Nemours Inc 0.2%
Value ($000) $331 Shares 4,249 Est. Cost $25.91 Unrealized +20.2%
VTI Vanguard Total Stock Mkt 0.2%
Value ($000) $330 Shares 1,006 Est. Cost $193.37 Unrealized
CAVA Cava Group Inc 0.2%
Value ($000) $325 Shares 5,375 Est. Cost $53.61 Unrealized +41.3%
VGT Vanguard Info Technology 0.2%
Value ($000) $321 Shares 430 Est. Cost $484.00 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $307 Shares 1,300 Est. Cost $144.38 Unrealized +54.6%
CLX Clorox Company 0.2%
Value ($000) $287 Shares 2,325 Est. Cost $80.03 Unrealized +52.7%
XOM Exxon Mobil Corp 0.2%
Value ($000) $285 Shares 2,525 Est. Cost $106.73 Unrealized +2.8%
IBM IBM Corp 0.2%
Value ($000) $282 Shares 1,000 Est. Cost $188.97 Unrealized +37.4%
iShares iBonds Dec 2025 Term M 0.2%
Value ($000) $268 Shares 10,000 Est. Cost $26.77 Unrealized
BIV Vgd Int Term Bond Index Fund 0.2%
Value ($000) $264 Shares 3,375 Est. Cost $34.91 Unrealized
NOK Applied Materials Inc 0.1%
Value ($000) $261 Shares 1,275 Est. Cost $183.07 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $259 Shares 3,900 Est. Cost $42.26 Unrealized +60.7%
ABNB Airbnb Inc 0.1%
Value ($000) $250 Shares 2,055 Est. Cost $126.84 Unrealized +2.0%
BSV Vanguard Short Term Bond Index 0.1%
Value ($000) $248 Shares 3,149 Est. Cost $80.98 Unrealized
SCHA Schwab US Small Cap 0.1%
Value ($000) $246 Shares 8,800 Est. Cost $51.64 Unrealized
BHP BHP Billiton Ltd ADR 0.1%
Value ($000) $240 Shares 4,300 Est. Cost $49.80 Unrealized
STN Stantec Inc 0.1%
Value ($000) $237 Shares 2,200 Est. Cost $108.68 Unrealized
SO Southern Company 0.1%
Value ($000) $237 Shares 2,500 Est. Cost $81.63 Unrealized +13.0%
IBMS iShares iBonds Dec 2030 Term M 0.1%
Value ($000) $235 Shares 9,000 Est. Cost $26.08 Unrealized
CTVA Corteva Inc 0.1%
Value ($000) $220 Shares 3,252 Est. Cost $61.25 Unrealized +17.8%
MKL Markel Corp 0.1%
Value ($000) $214 Shares 112 Est. Cost $1882.05 Unrealized +4.2%
SPG Simon Property Group 0.1%
Value ($000) $211 Shares 1,125 Est. Cost $81.54 Unrealized +107.3%
CB Chubb Limited 0.1%
Value ($000) $209 Shares 740 Est. Cost $241.21 Unrealized +14.1%
VLTO Veralto Corp 0.1%
Value ($000) $208 Shares 1,950 Est. Cost $105.26 Unrealized 0.0%
HSY Hershey Company 0.1%
Value ($000) $206 Shares 1,100 Est. Cost $179.65 Unrealized 0.0%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $202 Shares 6,434 Est. Cost $33.05 Unrealized +0.3%
ELV Elevance Health 0.1%
Value ($000) $202 Shares 625 Est. Cost $484.45 Unrealized -36.4%
HLT Hilton Worldwide Hldgs 0.1%
Value ($000) $201 Shares 775 Est. Cost $237.69 Unrealized +13.6%
WideOpenWest Inc 0.1%
Value ($000) $111 Shares 21,500 Est. Cost $13.27 Unrealized