Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2025) About Godshalk Welsh Capital Management, Inc.Investment ActivityGodshalk Welsh Capital Management, Inc. has $162.33 million in total holdings as of June 30, 2025.Godshalk Welsh Capital Management, Inc. owns shares of 130 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 3.34% of the portfolio was sold this quarter.This quarter, Godshalk Welsh Capital Management, Inc. has purchased 121 new stocks and bought additional shares in 20 stocks.Godshalk Welsh Capital Management, Inc. sold shares of 63 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $10,231,724Apple $6,851,037Oracle $6,617,930Intuit $5,919,039Costco Wholesale $5,754,542 Largest New Holdings this Quarter 641069406 - Nestle $1,122,316 Holding438516106 - Honeywell International $650,900 Holding46435U259 - iShares iBonds Dec 2026 Term Muni Bond ETF $614,952 Holding760759100 - Republic Services $419,237 Holding46436E726 - iShares iBonds Dec 2030 Term Corporate ETF $258,265 Holding Largest Purchases this Quarter Nestle 11,300 shares (about $1.12M)Honeywell International 2,795 shares (about $650.90K)iShares iBonds Dec 2026 Term Muni Bond ETF 24,000 shares (about $614.95K)iShares iBonds Dec 2029 Term Corporate ETF 22,250 shares (about $519.09K)Republic Services 1,700 shares (about $419.24K) Largest Sales this Quarter Apple 2,585 shares (about $530.36K)United Parcel Service 4,567 shares (about $460.99K)Microsoft 864 shares (about $429.76K)Costco Wholesale 318 shares (about $314.80K)Merck & Co., Inc. 2,390 shares (about $189.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGodshalk Welsh Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$10,231,724$429,762 ▼-4.0%20,5706.3%Computer and TechnologyAAPLApple$6,851,037$530,364 ▼-7.2%33,3924.2%Computer and TechnologyORCLOracle$6,617,930$92,918 ▼-1.4%30,2704.1%Computer and TechnologyINTUIntuit$5,919,039$169,340 ▼-2.8%7,5153.6%Computer and TechnologyCOSTCostco Wholesale$5,754,542$314,802 ▼-5.2%5,8133.5%Retail/WholesaleBRK.BBerkshire Hathaway$4,727,999$160,304 ▼-3.3%9,7332.9%FinanceAXPAmerican Express$3,586,930$71,770 ▼-2.0%11,2452.2%FinanceWRBW.R. Berkley$3,386,526$133,348 ▼-3.8%46,0942.1%FinanceGOOGLAlphabet$3,253,206$177,992 ▼-5.2%18,4602.0%Computer and TechnologyGMEDGlobus Medical$2,951,0000.0%50,0001.8%MedicalJPMJPMorgan Chase & Co.$2,871,559$42,037 ▼-1.4%9,9051.8%FinanceIWMiShares Russell 2000 ETF$2,753,8910.0%12,7621.7%FinanceCSCOCisco Systems$2,599,669$36,425 ▼-1.4%37,4701.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,534,565$120,495 ▼-4.5%13,9461.6%ETFPAYXPaychex$2,528,095$25,456 ▼-1.0%17,3801.6%Computer and TechnologyADPAutomatic Data Processing$2,470,284$41,634 ▼-1.7%8,0101.5%Computer and TechnologyPGProcter & Gamble$2,299,784$51,779 ▼-2.2%14,4351.4%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$2,282,279$41,323 ▼-1.8%27,3391.4%ETFBACBank of America$2,144,542$31,941 ▼-1.5%45,3201.3%FinanceHDHome Depot$2,078,482$27,498 ▼-1.3%5,6691.3%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,075,085$310,656 ▲17.6%85,5001.3%ETFGOOGAlphabet$2,011,603$41,687 ▼-2.0%11,3401.2%Computer and TechnologyWMWaste Management$2,011,328$9,153 ▼-0.5%8,7901.2%Business ServicesIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,874,725$406,720 ▲27.7%73,7501.2%ETFJNJJohnson & Johnson$1,849,192$49,644 ▼-2.6%12,1061.1%MedicalFDVVFidelity High Dividend ETF$1,736,948$71,007 ▲4.3%33,3901.1%ETFSYYSysco$1,718,541$29,387 ▼-1.7%22,6901.1%Consumer StaplesLOWLowe's Companies$1,700,634$61,014 ▼-3.5%7,6651.0%Retail/WholesaleIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,568,975$235,225 ▲17.6%64,7001.0%ETFTJXTJX Companies$1,565,236$14,201 ▼-0.9%12,6751.0%Retail/WholesaleBXBlackstone$1,510,0100.0%10,0950.9%FinanceCVXChevron$1,485,596$9,021 ▼-0.6%10,3750.9%EnergySUBiShares Short-Term National Muni Bond ETF$1,448,883$31,902 ▼-2.2%13,6250.9%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$1,427,958$37,044 ▲2.7%40,4750.9%ETFECLEcolab$1,379,5330.0%5,1200.8%Basic MaterialsVIGVanguard Dividend Appreciation ETF$1,355,325$116,457 ▼-7.9%6,6220.8%ETFVVisa$1,331,438$12,427 ▼-0.9%3,7500.8%Business ServicesAMTAmerican Tower$1,311,754$5,526 ▼-0.4%5,9350.8%FinanceZTSZoetis$1,264,755$7,798 ▼-0.6%8,1100.8%MedicalWMTWalmart$1,236,428$41,556 ▼-3.3%12,6450.8%Retail/WholesaleSBUXStarbucks$1,232,424$77,886 ▲6.7%13,4500.8%Retail/WholesaleMCDMcDonald's$1,209,584$51,130 ▼-4.1%4,1400.7%Retail/WholesaleRTXRTX$1,200,430$59,138 ▼-4.7%8,2210.7%AerospaceMUBiShares National Muni Bond ETF$1,178,0120.0%11,2750.7%ETFSPYSPDR S&P 500 ETF Trust$1,158,4690.0%1,8750.7%FinancePEPPepsiCo$1,154,030$118,836 ▼-9.3%8,7400.7%Consumer StaplesNSRGYNestle$1,122,316$1,122,316 ▲New Holding11,3000.7%Consumer StaplesUBERUber Technologies$1,083,680$172,605 ▲18.9%11,6150.7%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,070,847$519,093 ▲94.1%45,9000.7%ETFBDXBecton, Dickinson and Company$1,065,366$131,771 ▲14.1%6,1850.7%MedicalMRKMerck & Co., Inc.$1,029,476$189,192 ▼-15.5%13,0050.6%MedicalABBVAbbVie$984,900$64,967 ▼-6.2%5,3060.6%MedicalVLOValero Energy$984,627$13,442 ▼-1.3%7,3250.6%EnergyYUMYum! Brands$962,4290.0%6,4950.6%Retail/WholesaleRPMRPM International$939,6810.0%8,5550.6%Basic MaterialsCigna Corp$910,7480.0%2,7550.6%COMTSMTaiwan Semiconductor Manufacturing$890,106$11,325 ▼-1.3%3,9300.5%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$889,901$6,163 ▲0.7%3,6100.5%ETFMDLZMondelez International$885,150$113,771 ▼-11.4%13,1250.5%Consumer StaplesLHXL3Harris Technologies$862,8900.0%3,4400.5%AerospaceWTRGEssential Utilities$852,772$82,637 ▼-8.8%22,9610.5%UtilitiesPSXPhillips 66$850,0130.0%7,1250.5%EnergyIDAIDACORP$846,9410.0%7,3360.5%UtilitiesCSXCSX$844,791$32,630 ▼-3.7%25,8900.5%TransportationAOMiShares Core 40/60 Moderate Allocation ETF$820,471$1,151 ▲0.1%17,8210.5%ETFCOPConocoPhillips$778,943$22,435 ▼-2.8%8,6800.5%EnergyIBDQiShares iBonds Dec 2025 Term Corporate ETF$778,062$105,756 ▲15.7%30,9000.5%ETFNEENextEra Energy$742,7940.0%10,7000.5%UtilitiesQQQInvesco QQQ$708,857$13,791 ▼-1.9%1,2850.4%FinanceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$703,463$367,575 ▲109.4%27,7500.4%ETFGLWCorning$696,818$6,574 ▼-0.9%13,2500.4%Computer and TechnologyVNQVanguard Real Estate ETF$666,614$31,171 ▼-4.5%7,4850.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$654,308$368,445 ▲128.9%25,7500.4%ETFHONHoneywell International$650,900$650,900 ▲New Holding2,7950.4%Multi-Sector ConglomeratesWCNWaste Connections$650,719$9,336 ▼-1.4%3,4850.4%Business ServicesIUSGiShares Core S&P U.S. Growth ETF$648,976$45,120 ▼-6.5%4,3150.4%ManufacturingUNHUnitedHealth Group$637,979$14,039 ▼-2.2%2,0450.4%MedicalSPHYSPDR Portfolio High Yield Bond ETF$636,6500.0%26,7500.4%ETFTGTTarget$631,853$163,759 ▼-20.6%6,4050.4%Retail/WholesaleCLColgate-Palmolive$624,938$13,635 ▲2.2%6,8750.4%Consumer StaplesIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$614,952$614,952 ▲New Holding24,0000.4%ETFDGXQuest Diagnostics$592,779$17,963 ▼-2.9%3,3000.4%MedicalAORiShares Core 60/40 Balanced Allocation ETF$578,300$45,683 ▼-7.3%9,3930.4%ETFMMM3M$572,422$15,224 ▼-2.6%3,7600.4%Multi-Sector ConglomeratesMAMastercard$539,4620.0%9600.3%Business ServicesLMTLockheed Martin$509,454$69,471 ▲15.8%1,1000.3%AerospaceUPSUnited Parcel Service$496,625$460,993 ▼-48.1%4,9200.3%TransportationEEMViShares MSCI Emerging Markets Min Vol Factor ETF$489,8400.0%7,8000.3%ETFADBEAdobe$477,797$87,048 ▲22.3%1,2350.3%Computer and TechnologyPGXInvesco Preferred ETF$455,217$55,650 ▼-10.9%40,9000.3%ETFCAVACAVA Group$452,7360.0%5,3750.3%Retail/WholesaleAWKAmerican Water Works$448,630$11,129 ▼-2.4%3,2250.3%UtilitiesMETMetLife$442,3100.0%5,5000.3%FinanceABTAbbott Laboratories$428,432$4,352 ▼-1.0%3,1500.3%MedicalRSGRepublic Services$419,237$419,237 ▲New Holding1,7000.3%Business ServicesEDConsolidated Edison$418,9610.0%4,1750.3%UtilitiesLHLabcorp$412,141$9,188 ▲2.3%1,5700.3%MedicalDDDuPont de Nemours$397,753$20,577 ▼-4.9%5,7990.2%Basic MaterialsBSVVanguard Short-Term Bond ETF$366,154$59,176 ▼-13.9%4,6530.2%ETFEFAiShares MSCI EAFE ETF$357,5600.0%4,0000.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access