Q1 2025 · 13F-HR
Godshalk Welsh Capital Management, Inc.holdings as filed
Filed 2025-05-15 · accession 0001631775-25-000002
$152.9M
Reported value
121
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | Microsoft Corporation | $8.0M | 5.26% | 21,434 | Common | NONE |
| 037833100 | AAPL | Apple Inc | $8.0M | 5.23% | 35,977 | Common | NONE |
| 22160K105 | COST | Costco Wholesale Corp | $5.8M | 3.79% | 6,131 | Common | NONE |
| 084670702 | BRK/B | Berkshire Hathaway Inc Cl B | $5.4M | 3.51% | 10,063 | Common | NONE |
| 461202103 | INTU | Intuit Inc | $4.7M | 3.10% | 7,730 | Common | NONE |
| 68389X105 | ORCL | Oracle Corp | $4.3M | 2.81% | 30,695 | Common | NONE |
| 379577208 | GMED | Globus Medical Inc A | $3.7M | 2.39% | 50,000 | Common | NONE |
| 084423102 | WRB | WR Berkley Corp | $3.4M | 2.23% | 47,909 | Common | NONE |
| 025816109 | AXP | American Express | $3.1M | 2.02% | 11,470 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Inc Cl A | $3.0M | 1.97% | 19,470 | Common | NONE |
| 704326107 | PAYX | Paychex Inc | $2.7M | 1.77% | 17,555 | Common | NONE |
| 464287655 | IWM | iShares Russell 2000 Index | $2.5M | 1.67% | 12,762 | Common | NONE |
| 46137V357 | RSP | Invesco S&P 500 Eq Wt | $2.5M | 1.66% | 14,609 | Common | NONE |
| 742718109 | PG | Procter & Gamble | $2.5M | 1.65% | 14,760 | Common | NONE |
| 053015103 | ADP | Automatic Data Processing | $2.5M | 1.63% | 8,145 | Common | NONE |
| 46625H100 | JPM | JP Morgan Chase & Co | $2.5M | 1.61% | 10,050 | Common | NONE |
| 17275R102 | CSCO | Cisco Systems Inc | $2.3M | 1.53% | 37,995 | Common | NONE |
| 46432F842 | IEFA | iShares Core MSCI EAFE | $2.1M | 1.38% | 27,834 | Common | NONE |
| 437076102 | HD | Home Depot Inc | $2.1M | 1.38% | 5,744 | Common | NONE |
| 478160104 | JNJ | Johnson & Johnson | $2.1M | 1.35% | 12,431 | Common | NONE |
| 94106L109 | WM | Waste Management Inc | $2.0M | 1.34% | 8,830 | Common | NONE |
| 060505104 | BAC | Bank of America Corp | $1.9M | 1.26% | 45,995 | Common | NONE |
| 548661107 | LOW | Lowes Companies Inc | $1.9M | 1.21% | 7,940 | Common | NONE |
| 02079K107 | GOOG | Alphabet Inc Cl C | $1.8M | 1.18% | 11,575 | Common | NONE |
| 46435UAA9 | IBDS | iShares iBonds Dec 2027 Term C | $1.8M | 1.15% | 72,700 | Common | NONE |
| 166764100 | CVX | Chevron Corp | $1.7M | 1.14% | 10,438 | Common | NONE |
| 871829107 | SYY | Sysco Corporation | $1.7M | 1.13% | 23,078 | Common | NONE |
| 316092840 | FDVV | Fidelity High Dividend | $1.6M | 1.04% | 32,025 | Common | NONE |
| 872540109 | TJX | TJX Companies Inc | $1.6M | 1.02% | 12,790 | Common | NONE |
| 464288158 | SUB | iShares Short Term Nat Muni Bd | $1.5M | 0.96% | 13,925 | Common | NONE |
| 46435U515 | IBDT | iShares iBonds Dec 2028 Term C | $1.5M | 0.95% | 57,750 | Common | NONE |
| 713448108 | PEP | Pepsico Inc | $1.4M | 0.95% | 9,640 | Common | NONE |
| 09260D107 | BX | Blackstone Group Inc | $1.4M | 0.92% | 10,095 | Common | NONE |
| 921908844 | VIG | Vanguard Div Appreciation | $1.4M | 0.91% | 7,191 | Common | NONE |
| 58933Y105 | MRK | Merck & Co | $1.4M | 0.90% | 15,395 | Common | NONE |
| 580135101 | MCD | McDonalds Corp | $1.3M | 0.88% | 4,315 | Common | NONE |
| 98978V103 | ZTS | Zoetis Inc | $1.3M | 0.88% | 8,160 | Common | NONE |
| 46435GAA0 | IBDR | iShares iBonds Dec 2026 Term C | $1.3M | 0.87% | 55,000 | Common | NONE |
| 92826C839 | V | Visa Inc | $1.3M | 0.87% | 3,785 | Common | NONE |
| 278865100 | ECL | Ecolab Inc | $1.3M | 0.85% | 5,120 | Common | NONE |
| 03027X100 | AMT | American Tower Corp | $1.3M | 0.85% | 5,960 | Common | NONE |
| 87283Q867 | TCAF | T Rowe Price Capital Apprec Eq | $1.3M | 0.83% | 39,425 | Common | NONE |
| 075887109 | BDX | Becton Dickinson & Co | $1.2M | 0.81% | 5,420 | Common | NONE |
| 855244109 | SBUX | Starbucks Corp | $1.2M | 0.81% | 12,600 | Common | NONE |
| 464288414 | MUB | iShares National Muni | $1.2M | 0.78% | 11,275 | Common | NONE |
| 00287Y109 | ABBV | AbbVie Inc | $1.2M | 0.78% | 5,656 | Common | NONE |
| 931142103 | WMT | Walmart Inc | $1.1M | 0.75% | 13,070 | Common | NONE |
| 75513E101 | RTX | RTX Corp | $1.1M | 0.75% | 8,626 | Common | NONE |
| 91324P102 | UNH | UnitedHealth Group Inc | $1.1M | 0.72% | 2,090 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 | $1.0M | 0.69% | 1,875 | Common | NONE |
| 911312106 | UPS | United Parcel Service Inc | $1.0M | 0.68% | 9,487 | Common | NONE |
| 988498101 | YUM | YUM! Brands Inc | $1.0M | 0.67% | 6,495 | Common | NONE |
| 609207105 | MDLZ | Mondelez Intl Inc Cl A | $1.0M | 0.66% | 14,812 | Common | NONE |
| 29670G102 | WTRG | Essential Utilities Inc | $995,603 | 0.65% | 25,186 | Common | NONE |
| 749685103 | RPM | RPM International | $989,642 | 0.65% | 8,555 | Common | NONE |
| 91913Y100 | VLO | Valero Energy Corp | $980,620 | 0.64% | 7,425 | Common | NONE |
| 20825C104 | COP | ConocoPhillips | $937,829 | 0.61% | 8,930 | Common | NONE |
| 125509109 | — | Cigna Corp | $906,395 | 0.59% | 2,755 | Common | NONE |
| 718546104 | PSX | Phillips 66 | $879,795 | 0.58% | 7,125 | Common | NONE |
| 451107106 | IDA | IdaCorp Incorporated | $852,590 | 0.56% | 7,336 | Common | NONE |
| 87612E106 | TGT | Target Corporation | $841,663 | 0.55% | 8,065 | Common | NONE |
| 126408103 | CSX | CSX Corp | $791,373 | 0.52% | 26,890 | Common | NONE |
| 464289875 | AOM | iShares Core Moderate Allocati | $780,910 | 0.51% | 17,796 | Common | NONE |
| 65339F101 | NEE | NextEra Energy Inc | $758,523 | 0.50% | 10,700 | Common | NONE |
| 464289438 | IWY | iShares Russell Top 200 Growth | $756,220 | 0.49% | 3,585 | Common | NONE |
| 502431109 | LHX | L3Harris Technologies Inc | $720,026 | 0.47% | 3,440 | Common | NONE |
| 90353T100 | UBER | Uber Technologies Inc | $711,478 | 0.47% | 9,765 | Common | NONE |
| 922908553 | VNQ | Vanguard REIT | $709,381 | 0.46% | 7,835 | Common | NONE |
| 94106B101 | WCN | Waste Connections Inc | $689,997 | 0.45% | 3,535 | Common | NONE |
| 46434VBD1 | IBDQ | iShares iBonds Dec 2025 Term C | $671,505 | 0.44% | 26,700 | Common | NONE |
| 874039100 | TSM | Taiwan Semiconductor Mfg ADR | $660,680 | 0.43% | 3,980 | Common | NONE |
| 194162103 | CL | Colgate-Palmolive Co | $630,133 | 0.41% | 6,725 | Common | NONE |
| 78468R606 | SPHY | SPDR Portfolio High Yield Bond | $626,485 | 0.41% | 26,750 | Common | NONE |
| 46090E103 | QQQ | Invesco QQQ Trust | $614,285 | 0.40% | 1,310 | Common | NONE |
| 219350105 | GLW | Corning Inc | $612,308 | 0.40% | 13,375 | Common | NONE |
| 464287671 | IUSG | iShares Core S&P US Growth | $586,474 | 0.38% | 4,615 | Common | NONE |
| 464289867 | AOR | iShares Core Growth Allocation | $583,479 | 0.38% | 10,135 | Common | NONE |
| 74834L100 | DGX | Quest Diagnostics Inc | $575,280 | 0.38% | 3,400 | Common | NONE |
| 88579Y101 | MMM | 3M Co | $566,880 | 0.37% | 3,860 | Common | NONE |
| 46436E205 | IBDU | iShares iBonds Dec 2029 Term C | $547,025 | 0.36% | 23,650 | Common | NONE |
| 57636Q104 | MA | Mastercard Inc | $526,195 | 0.34% | 960 | Common | NONE |
| 46138E511 | PGX | Invesco Preferred | $514,998 | 0.34% | 45,900 | Common | NONE |
| 030420103 | AWK | American Water Works Inc | $487,554 | 0.32% | 3,305 | Common | NONE |
| 148929102 | CAVA | Cava Group Inc | $464,454 | 0.30% | 5,375 | Common | NONE |
| 209115104 | ED | Consolidated Edison Inc | $461,713 | 0.30% | 4,175 | Common | NONE |
| 26614N102 | DD | DuPont de Nemours Inc | $455,473 | 0.30% | 6,099 | Common | NONE |
| 464286533 | EEMV | iShares MSCI EmergMkt Min Vol | $455,052 | 0.30% | 7,800 | Common | NONE |
| 59156R108 | MET | MetLife Inc | $441,595 | 0.29% | 5,500 | Common | NONE |
| 539830109 | LMT | Lockheed Martin Corp | $424,375 | 0.28% | 950 | Common | NONE |
| 921937827 | BSV | Vanguard Short Term Bond Index | $423,115 | 0.28% | 5,405 | Common | NONE |
| 002824100 | ABT | Abbott Laboratories | $422,092 | 0.28% | 3,182 | Common | NONE |
| 00724F101 | ADBE | Adobe Systems Inc | $387,365 | 0.25% | 1,010 | Common | NONE |
| 031162100 | AMGN | Amgen Inc | $372,302 | 0.24% | 1,195 | Common | NONE |
| 574599106 | MAS | Masco Corp | $361,608 | 0.24% | 5,200 | Common | NONE |
| 50540R409 | LSI | Labcorp Hldgs Inc. | $357,256 | 0.23% | 1,535 | Common | NONE |
| 189054109 | CLX | Clorox Company | $357,081 | 0.23% | 2,425 | Common | NONE |
| 96758W101 | WOW | WideOpenWest Inc | $350,955 | 0.23% | 70,900 | Common | NONE |
| 921937819 | BIV | Vgd Int Term Bond Index Fund | $340,568 | 0.22% | 4,448 | Common | NONE |
| 46435U283 | IBMP | iShares iBonds Dec 2027 Term M | $334,960 | 0.22% | 13,250 | Common | NONE |
| 464287465 | EFA | iShares MSCI EAFE Index | $326,920 | 0.21% | 4,000 | Common | NONE |
| 92204A108 | VCR | Vgd Consumer Discretionary | $312,490 | 0.20% | 960 | Common | NONE |
| 907818108 | UNP | Union Pacific Corp | $307,112 | 0.20% | 1,300 | Common | NONE |
| 191216100 | KO | Coca-Cola Company | $293,642 | 0.19% | 4,100 | Common | NONE |
| 278642103 | EBAY | eBay Inc | $291,239 | 0.19% | 4,300 | Common | NONE |
| 20030N101 | CMCSA | Comcast Corp Class A | $290,920 | 0.19% | 7,884 | Common | NONE |
| 46435U325 | IBMQ | iShares iBonds Dec 2028 Term M | $284,513 | 0.19% | 11,250 | Common | NONE |
| 036752103 | ELV | Elevance Health | $282,724 | 0.18% | 650 | Common | NONE |
| 922908769 | VTI | Vanguard Total Stock Mkt | $276,402 | 0.18% | 1,006 | Common | NONE |
| 828806109 | SPG | Simon Property Group | $261,576 | 0.17% | 1,575 | Common | NONE |
| 459200101 | IBM | IBM Corp | $248,660 | 0.16% | 1,000 | Common | NONE |
| 92204A702 | VGT | Vanguard Info Technology | $233,223 | 0.15% | 430 | Common | NONE |
| 842587107 | SO | Southern Company | $229,875 | 0.15% | 2,500 | Common | NONE |
| 808524607 | SCHA | Schwab US Small-Cap | $224,928 | 0.15% | 9,600 | Common | NONE |
| 30231G102 | XOM | Exxon Mobil Corp | $224,183 | 0.15% | 1,885 | Common | NONE |
| H1467J104 | CB | Chubb Limited | $223,473 | 0.15% | 740 | Common | NONE |
| 03769M106 | APO | Apollo Global Mgmt | $217,050 | 0.14% | 1,585 | Common | NONE |
| 29530P102 | ERIE | Erie Indemnity Co Cl A | $209,525 | 0.14% | 500 | Common | NONE |
| 088606108 | BHP | BHP Billiton Ltd ADR | $208,722 | 0.14% | 4,300 | Common | NONE |
| 235851102 | DHR | Danaher Corp | $205,000 | 0.13% | 1,000 | Common | NONE |
| 22052L104 | CTVA | Corteva Inc | $204,648 | 0.13% | 3,252 | Common | NONE |
| 14448C104 | CARR | Carrier Global Corp | $201,295 | 0.13% | 3,175 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.