| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPC | Exit | Genuine Parts Co | $0 | – | -1,400 | -100.0% | -0.15% | – |
| XOM | Exit | Exxon Mobil Corporation | $0 | – | -1,735 | -100.0% | -0.15% | – |
| KMB | Exit | Kimberly-Clark Corp | $0 | – | -1,800 | -100.0% | -0.16% | – |
| DIS | Exit | Disney Walt Company | $0 | – | -2,762 | -100.0% | -0.17% | – |
| KO | Exit | Coca-Cola Company | $0 | – | -4,100 | -100.0% | -0.17% | – |
| SPG | Exit | Simon Property Group | $0 | – | -2,125 | -100.0% | -0.17% | – |
| VTI | Exit | Vanguard Total Stock Mktetf | $0 | – | -1,115 | -100.0% | -0.18% | – |
| SCHA | Exit | Schwab US Small-Cap | $0 | – | -5,800 | -100.0% | -0.18% | – |
| SPHY | Exit | SPDR Portfolio High Yield Bondetf | $0 | – | -11,000 | -100.0% | -0.19% | – |
| DHR | Exit | Danaher Corp | $0 | – | -1,000 | -100.0% | -0.19% | – |
| VZ | Exit | Verizon Communications | $0 | – | -7,755 | -100.0% | -0.19% | – |
| VTEB | Exit | Vanguard Muni Bondetf | $0 | – | -5,472 | -100.0% | -0.20% | – |
| VCR | Exit | Vgd Consumer Discretionaryetf | $0 | – | -985 | -100.0% | -0.20% | – |
| MMM | Exit | 3M Company | $0 | – | -2,835 | -100.0% | -0.20% | – |
| UNP | Exit | Union Pacific Corp | $0 | – | -1,310 | -100.0% | -0.20% | – |
| BHP | Exit | BHP Billiton Ltd ADRadr | $0 | – | -4,700 | -100.0% | -0.20% | – |
| ANTM | Exit | Elevance Health | $0 | – | -650 | -100.0% | -0.21% | – |
| LH | Exit | Laboratory Corp of America | $0 | – | -1,415 | -100.0% | -0.22% | – |
| GLW | Exit | Corning Inc | $0 | – | -9,350 | -100.0% | -0.22% | – |
| IGSB | Exit | iShares Short Term Corporateetf | $0 | – | -5,765 | -100.0% | -0.22% | – |
| HSY | Exit | Hershey Company | $0 | – | -1,525 | -100.0% | -0.23% | – |
| WCN | Exit | Waste Connections Inc | $0 | – | -2,285 | -100.0% | -0.23% | – |
| RSG | Exit | Republic Services Inc | $0 | – | -2,250 | -100.0% | -0.24% | – |
| BMY | Exit | Bristol-Myers Squibb Co | $0 | – | -5,600 | -100.0% | -0.24% | – |
| EEMV | Exit | iShares MSCI EmergMkt Min Voletf | $0 | – | -6,100 | -100.0% | -0.25% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -3,382 | -100.0% | -0.25% | – |
| BIV | Exit | Vgd Int Term Bond Index Fundetf | $0 | – | -4,604 | -100.0% | -0.25% | – |
| MAS | Exit | Masco Corp | $0 | – | -6,550 | -100.0% | -0.26% | – |
| MA | Exit | Mastercard Inc | $0 | – | -900 | -100.0% | -0.27% | – |
| CLX | Exit | Clorox Company | $0 | – | -2,825 | -100.0% | -0.28% | – |
| UNF | Exit | UniFirst Corp | $0 | – | -2,390 | -100.0% | -0.29% | – |
| MET | Exit | MetLife Inc | $0 | – | -6,500 | -100.0% | -0.31% | – |
| UBER | Exit | Uber Technologies Inc | $0 | – | -9,200 | -100.0% | -0.32% | – |
| IUSG | Exit | iShares Core S&P US Growthetf | $0 | – | -4,535 | -100.0% | -0.32% | – |
| ED | Exit | Consolidated Edison Inc | $0 | – | -5,050 | -100.0% | -0.33% | – |
| DGX | Exit | Quest Diagnostics Inc | $0 | – | -3,600 | -100.0% | -0.33% | – |
| AOR | Exit | iShares Core Growth Allocationetf | $0 | – | -9,434 | -100.0% | -0.35% | – |
| MUB | Exit | iShares National Munietf | $0 | – | -4,725 | -100.0% | -0.37% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -14,600 | -100.0% | -0.37% | – |
| IWY | Exit | iShares Russell Top 200 Growthetf | $0 | – | -3,235 | -100.0% | -0.38% | – |
| LMT | Exit | Lockheed Martin Corp | $0 | – | -1,275 | -100.0% | -0.39% | – |
| QQQ | Exit | Invesco QQQ Trustetf | $0 | – | -1,472 | -100.0% | -0.40% | – |
| INTC | Exit | Intel Corp | $0 | – | -14,874 | -100.0% | -0.40% | – |
| DD | Exit | DuPont de Nemours Inc | $0 | – | -7,359 | -100.0% | -0.41% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -7,800 | -100.0% | -0.42% | – |
| RTX | Exit | Raytheon Technologies Corp | $0 | – | -7,983 | -100.0% | -0.43% | – |
| AWK | Exit | American Water Works Inc | $0 | – | -5,005 | -100.0% | -0.47% | – |
| LHX | Exit | L3Harris Technologies Inc | $0 | – | -3,590 | -100.0% | -0.47% | – |
| NEE | Exit | NextEra Energy Inc | $0 | – | -10,930 | -100.0% | -0.47% | – |
| UL | Exit | Unilever PLC ADRadr | $0 | – | -13,415 | -100.0% | -0.50% | – |
| IDA | Exit | IdaCorp Incorporated | $0 | – | -7,336 | -100.0% | -0.52% | – |
| WMT | Exit | Walmart Inc | $0 | – | -4,390 | -100.0% | -0.53% | – |
| FDVV | Exit | Fidelity High Dividend | $0 | – | -19,800 | -100.0% | -0.58% | – |
| CVS | Exit | CVS Health Corporation | $0 | – | -11,150 | -100.0% | -0.59% | – |
| VNQ | Exit | Vanguard REITetf | $0 | – | -10,510 | -100.0% | -0.60% | – |
| SPY | Exit | SPDR S&P 500etf | $0 | – | -1,875 | -100.0% | -0.60% | – |
| YUM | Exit | YUM Brands Inc | $0 | – | -6,595 | -100.0% | -0.62% | – |
| RPM | Exit | RPM International | $0 | – | -8,755 | -100.0% | -0.63% | – |
| PSX | Exit | Phillips 66 | $0 | – | -6,925 | -100.0% | -0.63% | – |
| BSV | Exit | Vanguard Short Term Bond Indexetf | $0 | – | -11,633 | -100.0% | -0.66% | – |
| AOM | Exit | iShares Core Moderate Allocatietf | $0 | – | -22,445 | -100.0% | -0.66% | – |
| TGT | Exit | Target Corporation | $0 | – | -8,060 | -100.0% | -0.67% | – |
| CI | Exit | Cigna Corp | $0 | – | -3,150 | -100.0% | -0.68% | – |
| CSX | Exit | CSX Corp | $0 | – | -30,840 | -100.0% | -0.72% | – |
| ECL | Exit | Ecolab Inc | $0 | – | -5,595 | -100.0% | -0.72% | – |
| WTRG | Exit | Essential Utilities Inc | $0 | – | -27,986 | -100.0% | -0.72% | – |
| ABBV | Exit | AbbVie Inc | $0 | – | -6,506 | -100.0% | -0.73% | – |
| Exit | iShares Short Term Nat Muni Bdetf | $0 | – | -9,700 | -100.0% | -0.75% | – | |
| VLO | Exit | Valero Energy Corp | $0 | – | -7,325 | -100.0% | -0.78% | – |
| COP | Exit | ConocoPhillips | $0 | – | -8,700 | -100.0% | -0.79% | – |
| MDLZ | Exit | Mondelez Intl Inc Cl A | $0 | – | -15,312 | -100.0% | -0.80% | – |
| PGX | Exit | Invesco Preferredetf | $0 | – | -99,208 | -100.0% | -0.82% | – |
| V | Exit | Visa Inc | $0 | – | -4,755 | -100.0% | -0.83% | – |
| AMT | Exit | American Tower Corp | $0 | – | -6,845 | -100.0% | -0.85% | – |
| CMCSA | Exit | Comcast Corp Class A | $0 | – | -25,900 | -100.0% | -0.87% | – |
| VIG | Exit | Vanguard Div Appreciationetf | $0 | – | -7,598 | -100.0% | -0.89% | – |
| BX | Exit | Blackstone Group Inc | $0 | – | -11,150 | -100.0% | -0.90% | – |
| MCD | Exit | McDonalds Corp | $0 | – | -4,785 | -100.0% | -0.95% | – |
| WOW | Exit | WideOpenWest Inc | $0 | – | -167,898 | -100.0% | -0.97% | – |
| TJX | Exit | TJX Companies Inc | $0 | – | -14,650 | -100.0% | -0.98% | – |
| UNH | Exit | UnitedHealth Group Inc | $0 | – | -2,625 | -100.0% | -1.00% | – |
| BAC | Exit | Bank of America Corp | $0 | – | -50,200 | -100.0% | -1.04% | – |
| BDX | Exit | Becton Dickinson & Co | $0 | – | -5,405 | -100.0% | -1.06% | – |
| WM | Exit | Waste Management Inc | $0 | – | -9,270 | -100.0% | -1.07% | – |
| NSRGY | Exit | Nestle SA ADRadr | $0 | – | -12,680 | -100.0% | -1.08% | – |
| SBUX | Exit | Starbucks Corp | $0 | – | -16,110 | -100.0% | -1.11% | – |
| IEFA | Exit | iShares Core MSCI EAFEetf | $0 | – | -23,417 | -100.0% | -1.14% | – |
| JPM | Exit | JP Morgan Chase & Co | $0 | – | -10,425 | -100.0% | -1.14% | – |
| UPS | Exit | United Parcel Service Inc | $0 | – | -9,737 | -100.0% | -1.15% | – |
| ZTS | Exit | Zoetis Inc | $0 | – | -9,200 | -100.0% | -1.21% | – |
| PEP | Exit | Pepsico Inc | $0 | – | -9,755 | -100.0% | -1.25% | – |
| SYY | Exit | Sysco Corporation | $0 | – | -25,088 | -100.0% | -1.25% | – |
| GOOG | Exit | Alphabet Inc Cl C | $0 | – | -13,475 | -100.0% | -1.34% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -12,426 | -100.0% | -1.46% | – |
| LOW | Exit | Lowes Companies Inc | $0 | – | -9,435 | -100.0% | -1.48% | – |
| CVX | Exit | Chevron Corp | $0 | – | -11,888 | -100.0% | -1.51% | – |
| AXP | Exit | American Express | $0 | – | -13,520 | -100.0% | -1.52% | – |
| HD | Exit | Home Depot Inc | $0 | – | -6,789 | -100.0% | -1.55% | – |
| IWM | Exit | iShares Russell 2000 Indexetf | $0 | – | -11,761 | -100.0% | -1.57% | – |
| RSP | Exit | Invesco S&P 500 Eq Wtetf | $0 | – | -14,743 | -100.0% | -1.58% | – |
| ADP | Exit | Automatic Data Processing | $0 | – | -8,875 | -100.0% | -1.61% | – |
| CSCO | Exit | Cisco Systems Inc | $0 | – | -39,777 | -100.0% | -1.61% | – |
| PAYX | Exit | Paychex Inc | $0 | – | -19,165 | -100.0% | -1.67% | – |
| MRK | Exit | Merck & Co | $0 | – | -21,988 | -100.0% | -1.71% | – |
| WRB | Exit | Berkley W R Corporation | $0 | – | -35,972 | -100.0% | -1.72% | – |
| PG | Exit | Procter & Gamble | $0 | – | -16,035 | -100.0% | -1.77% | – |
| GOOGL | Exit | Alphabet Inc Cl A | $0 | – | -21,740 | -100.0% | -2.15% | – |
| GMED | Exit | Globus Medical Inc | $0 | – | -71,035 | -100.0% | -2.66% | – |
| ORCL | Exit | Oracle Corp | $0 | – | -33,345 | -100.0% | -2.67% | – |
| BRKB | Exit | Berkshire Hathaway Inc Cl B | $0 | – | -11,288 | -100.0% | -2.98% | – |
| COST | Exit | Costco Wholesale Corp | $0 | – | -7,129 | -100.0% | -3.04% | – |
| INTU | Exit | Intuit Inc | $0 | – | -8,725 | -100.0% | -3.37% | – |
| AAPL | Exit | Apple Inc | $0 | – | -42,164 | -100.0% | -5.45% | – |
| MSFT | Exit | Microsoft Corporation | $0 | – | -25,294 | -100.0% | -6.03% | – |
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.