$136 Million is the total value of Godshalk Welsh Capital Management, Inc.'s 111 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Invesco QQQ Trustetf | $533,000 | – | 1,700 | +100.0% | 0.39% | – | |
| VTEB | New | Vanguard Muni Bondetf | $276,000 | – | 5,000 | +100.0% | 0.20% | – |
| SCHA | New | Schwab US Small-Capetf | $245,000 | – | 2,750 | +100.0% | 0.18% | – |
| HON | New | Honeywell International Inc | $239,000 | – | 1,125 | +100.0% | 0.18% | – |
| ANTM | New | Anthem Inc | $230,000 | – | 715 | +100.0% | 0.17% | – |
| VTI | New | Vanguard Total Stock Mktetf | $217,000 | – | 1,115 | +100.0% | 0.16% | – |
| NEO | New | Neogenomics Inc | $215,000 | – | 4,000 | +100.0% | 0.16% | – |
| SO | New | Southern Company | $212,000 | – | 3,450 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 36 | Q3 2023 | 6.7% |
| Globus Medical Inc | 36 | Q3 2023 | 4.9% |
| Intuit Inc | 36 | Q3 2023 | 3.7% |
| Costco Wholesale Corp | 36 | Q3 2023 | 3.0% |
| Procter & Gamble | 36 | Q3 2023 | 2.3% |
| iShares Russell 2000 Index | 36 | Q3 2023 | 2.2% |
| Merck & Co | 36 | Q3 2023 | 2.4% |
| Johnson & Johnson | 36 | Q3 2023 | 2.2% |
| Oracle Corp | 36 | Q3 2023 | 2.9% |
| Paychex Inc | 36 | Q3 2023 | 1.9% |
View Godshalk Welsh Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Godshalk Welsh Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.