Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2025)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Godshalk Welsh Capital Management, Inc. has $152.88 million in total holdings as of March 31, 2025.
Godshalk Welsh Capital Management, Inc. owns shares of 121 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 2.14% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, Godshalk Welsh Capital Management, Inc. has purchased 120 new stocks and bought additional shares in 29 stocks.
Godshalk Welsh Capital Management, Inc. sold shares of 50 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $8,046,109
Apple: $7,991,571
Costco Wholesale: $5,798,597
Berkshire Hathaway: $5,359,353
Intuit: $4,746,143

Largest New Holdings this Quarter

46436E205 - iShares iBonds Dec 2029 Term Corporate ETF: $547,025 Holding
46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF: $334,960 Holding
46435U325 - iShares iBonds Dec 2028 Term Muni Bond ETF: $284,513 Holding
30231G102 - Exxon Mobil: $224,183 Holding
22052L104 - Corteva: $204,648 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2029 Term Corporate ETF: 23,650 shares (about $547.03K)
iShares iBonds Dec 2028 Term Corporate ETF: 16,150 shares (about $407.95K)
iShares iBonds Dec 2027 Term Corporate ETF: 14,000 shares (about $338.52K)
iShares iBonds Dec 2027 Term Muni Bond ETF: 13,250 shares (about $334.96K)
iShares iBonds Dec 2028 Term Muni Bond ETF: 11,250 shares (about $284.51K)

Largest Sales this Quarter

Globus Medical: 5,000 shares (about $366K)
Apple: 1,084 shares (about $240.79K)
Costco Wholesale: 193 shares (about $182.54K)
Comcast: 4,870 shares (about $179.70K)
American Water Works: 700 shares (about $103.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$8,046,109	$79,958 ▼	-1.0%	21,434	5.3%	Computer and Technology
AAPL Apple	$7,991,571	$240,789 ▼	-2.9%	35,977	5.2%	Computer and Technology
COST Costco Wholesale	$5,798,597	$182,536 ▼	-3.1%	6,131	3.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$5,359,353	$31,955 ▲	0.6%	10,063	3.5%	Finance
INTU Intuit	$4,746,143	$47,277 ▼	-1.0%	7,730	3.1%	Computer and Technology
ORCL Oracle	$4,291,468		0.0%	30,695	2.8%	Computer and Technology
GMED Globus Medical	$3,660,000	$366,000 ▼	-9.1%	50,000	2.4%	Medical
WRB W. R. Berkley	$3,409,204	$37,217 ▼	-1.1%	47,909	2.2%	Finance
AXP American Express	$3,086,004	$78,832 ▼	-2.5%	11,470	2.0%	Finance
GOOGL Alphabet	$3,010,841	$50,258 ▼	-1.6%	19,470	2.0%	Computer and Technology
PAYX Paychex	$2,708,385	$45,513 ▼	-1.7%	17,555	1.8%	Business Services
IWM iShares Russell 2000 ETF	$2,545,852		0.0%	12,762	1.7%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,530,743	$8,835 ▲	0.4%	14,609	1.7%	ETF
PG Procter & Gamble	$2,515,399	$19,598 ▲	0.8%	14,760	1.6%	Consumer Staples
ADP Automatic Data Processing	$2,488,542	$133,211 ▲	5.7%	8,145	1.6%	Business Services
JPM JPMorgan Chase & Co.	$2,465,265	$41,701 ▼	-1.7%	10,050	1.6%	Finance
CSCO Cisco Systems	$2,344,671	$1,851 ▼	-0.1%	37,995	1.5%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$2,105,648	$5,674 ▲	0.3%	27,834	1.4%	ETF
HD Home Depot	$2,105,119	$32,984 ▼	-1.5%	5,744	1.4%	Retail/Wholesale
JNJ Johnson & Johnson	$2,061,557	$30,680 ▲	1.5%	12,431	1.3%	Medical
WM Waste Management	$2,044,233	$15,048 ▼	-0.7%	8,830	1.3%	Business Services
BAC Bank of America	$1,919,371	$37,557 ▼	-1.9%	45,995	1.3%	Finance
LOW Lowe's Companies	$1,851,846	$34,984 ▼	-1.9%	7,940	1.2%	Retail/Wholesale
GOOG Alphabet	$1,808,362	$54,680 ▼	-2.9%	11,575	1.2%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,757,886	$338,520 ▲	23.9%	72,700	1.1%	ETF
CVX Chevron	$1,746,173	$25,093 ▼	-1.4%	10,438	1.1%	Energy
SYY Sysco	$1,731,773		0.0%	23,078	1.1%	Consumer Staples
FDVV Fidelity High Dividend ETF	$1,588,440	$69,440 ▲	4.6%	32,025	1.0%	ETF
TJX TJX Companies	$1,557,822	$25,578 ▼	-1.6%	12,790	1.0%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$1,470,480	$23,760 ▲	1.6%	13,925	1.0%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,458,765	$407,949 ▲	38.8%	57,750	1.0%	ETF
PEP PepsiCo	$1,445,422	$16,493 ▲	1.2%	9,640	0.9%	Consumer Staples
BX Blackstone	$1,411,079	$29,354 ▼	-2.0%	10,095	0.9%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,394,982	$4,656 ▲	0.3%	7,191	0.9%	ETF
MRK Merck & Co., Inc.	$1,381,855	$50,984 ▼	-3.6%	15,395	0.9%	Medical
MCD McDonald's	$1,347,877	$3,124 ▼	-0.2%	4,315	0.9%	Retail/Wholesale
ZTS Zoetis	$1,343,544	$17,288 ▼	-1.3%	8,160	0.9%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$1,331,550	$198,522 ▲	17.5%	55,000	0.9%	ETF
V Visa	$1,326,491	$17,523 ▼	-1.3%	3,785	0.9%	Business Services
ECL Ecolab	$1,298,022	$12,676 ▼	-1.0%	5,120	0.8%	Basic Materials
AMT American Tower	$1,296,896	$20,454 ▼	-1.6%	5,960	0.8%	Finance
TCAF T. Rowe Price Capital Appreciation Equity ETF	$1,272,639	$4,842 ▲	0.4%	39,425	0.8%	ETF
BDX Becton, Dickinson and Company	$1,241,505	$19,470 ▼	-1.5%	5,420	0.8%	Medical
SBUX Starbucks	$1,235,934	$1,471 ▲	0.1%	12,600	0.8%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$1,188,836	$36,904 ▲	3.2%	11,275	0.8%	ETF
ABBV AbbVie	$1,185,045		0.0%	5,656	0.8%	Medical
WMT Walmart	$1,147,415	$13,168 ▼	-1.1%	13,070	0.8%	Retail/Wholesale
RTX RTX	$1,142,600	$6,623 ▼	-0.6%	8,626	0.7%	Aerospace
UNH UnitedHealth Group	$1,094,638		0.0%	2,090	0.7%	Medical
SPY SPDR S&P 500 ETF Trust	$1,048,856		0.0%	1,875	0.7%	Finance
UPS United Parcel Service	$1,043,475	$27,497 ▼	-2.6%	9,487	0.7%	Transportation
YUM Yum! Brands	$1,022,053		0.0%	6,495	0.7%	Retail/Wholesale
MDLZ Mondelez International	$1,004,994	$27,140 ▼	-2.6%	14,812	0.7%	Consumer Staples
WTRG Essential Utilities	$995,603	$18,777 ▼	-1.9%	25,186	0.7%	Utilities
RPM RPM International	$989,642		0.0%	8,555	0.6%	Construction
VLO Valero Energy	$980,620		0.0%	7,425	0.6%	Energy
COP ConocoPhillips	$937,829	$45,159 ▲	5.1%	8,930	0.6%	Energy
Cigna Corp	$906,395	$18,095 ▼	-2.0%	2,755	0.6%	COM
PSX Phillips 66	$879,795	$6,174 ▲	0.7%	7,125	0.6%	Energy
IDA IDACORP	$852,590		0.0%	7,336	0.6%	Utilities
TGT Target	$841,663	$22,437 ▼	-2.6%	8,065	0.6%	Retail/Wholesale
CSX CSX	$791,373		0.0%	26,890	0.5%	Transportation
AOM iShares Core 40/60 Moderate Allocation ETF	$780,910	$1,097 ▲	0.1%	17,796	0.5%	ETF
NEE NextEra Energy	$758,523	$21,267 ▼	-2.7%	10,700	0.5%	Utilities
IWY iShares Russell Top 200 Growth ETF	$756,220	$10,547 ▲	1.4%	3,585	0.5%	ETF
LHX L3Harris Technologies	$720,026		0.0%	3,440	0.5%	Aerospace
UBER Uber Technologies	$711,478	$41,166 ▲	6.1%	9,765	0.5%	Computer and Technology
VNQ Vanguard Real Estate ETF	$709,381	$22,635 ▼	-3.1%	7,835	0.5%	ETF
WCN Waste Connections	$689,997		0.0%	3,535	0.5%	Business Services
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$671,505	$16,348 ▲	2.5%	26,700	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$660,680	$4,150 ▲	0.6%	3,980	0.4%	Computer and Technology
CL Colgate-Palmolive	$630,133	$37,480 ▼	-5.6%	6,725	0.4%	Consumer Staples
SPHY SPDR Portfolio High Yield Bond ETF	$626,485	$586 ▲	0.1%	26,750	0.4%	ETF
QQQ Invesco QQQ	$614,285		0.0%	1,310	0.4%	Finance
GLW Corning	$612,308	$3,434 ▲	0.6%	13,375	0.4%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$586,474		0.0%	4,615	0.4%	Manufacturing
AOR iShares Core 60/40 Balanced Allocation ETF	$583,479		0.0%	10,135	0.4%	ETF
DGX Quest Diagnostics	$575,280		0.0%	3,400	0.4%	Medical
MMM 3M	$566,880	$22,029 ▼	-3.7%	3,860	0.4%	Multi-Sector Conglomerates
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$547,025	$547,025 ▲	New Holding	23,650	0.4%	ETF
MA Mastercard	$526,195		0.0%	960	0.3%	Business Services
PGX Invesco Preferred ETF	$514,998	$39,270 ▼	-7.1%	45,900	0.3%	ETF
AWK American Water Works	$487,554	$103,264 ▼	-17.5%	3,305	0.3%	Utilities
CAVA CAVA Group	$464,454		0.0%	5,375	0.3%	Retail/Wholesale
ED Consolidated Edison	$461,713	$35,942 ▼	-7.2%	4,175	0.3%	Utilities
DD DuPont de Nemours	$455,473	$52,276 ▼	-10.3%	6,099	0.3%	Basic Materials
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$455,052		0.0%	7,800	0.3%	ETF
MET MetLife	$441,595		0.0%	5,500	0.3%	Finance
LMT Lockheed Martin	$424,375		0.0%	950	0.3%	Aerospace
BSV Vanguard Short-Term Bond ETF	$423,115	$4,932 ▲	1.2%	5,405	0.3%	ETF
ABT Abbott Laboratories	$422,092		0.0%	3,182	0.3%	Medical
ADBE Adobe	$387,365	$191,765 ▲	98.0%	1,010	0.3%	Computer and Technology
AMGN Amgen	$372,302	$7,789 ▲	2.1%	1,195	0.2%	Medical
MAS Masco	$361,608	$33,032 ▼	-8.4%	5,200	0.2%	Construction
LH Laboratory Co. of America	$357,256	$13,964 ▼	-3.8%	1,535	0.2%	Medical
CLX Clorox	$357,081		0.0%	2,425	0.2%	Consumer Staples
WOW WideOpenWest	$350,955	$82,655 ▼	-19.1%	70,900	0.2%	Consumer Discretionary
BIV Vanguard Intermediate-Term Bond ETF	$340,568	$4,135 ▲	1.2%	4,448	0.2%	ETF
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$334,960	$334,960 ▲	New Holding	13,250	0.2%	ETF
EFA iShares MSCI EAFE ETF	$326,920		0.0%	4,000	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2025)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2025)

About Godshalk Welsh Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGodshalk Welsh Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools