Godshalk Welsh Capital Management, Inc. Top Holdings and 13F Report (2025) About Godshalk Welsh Capital Management, Inc.Investment ActivityGodshalk Welsh Capital Management, Inc. has $154.93 million in total holdings as of December 31, 2024.Godshalk Welsh Capital Management, Inc. owns shares of 120 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Godshalk Welsh Capital Management, Inc. has purchased 124 new stocks and bought additional shares in 24 stocks.Godshalk Welsh Capital Management, Inc. sold shares of 53 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $9,280,816Microsoft $9,124,211Costco Wholesale $5,794,510Oracle $5,115,015Intuit $4,906,700 Largest New Holdings this Quarter Adobe $226,787 HoldingW.W. Grainger $200,270 Holding Largest Purchases this Quarter iShares iBonds Dec 2028 Term Corporate ETF 32,900 shares (about $819.21K)iShares iBonds Dec 2027 Term Corporate ETF 22,550 shares (about $540.30K)Adobe 510 shares (about $226.79K)iShares National Muni Bond ETF 1,975 shares (about $210.44K)W.W. Grainger 190 shares (about $200.27K) Largest Sales this Quarter Globus Medical 7,320 shares (about $605.44K)Apple 1,545 shares (about $386.90K)Merck & Co., Inc. 3,675 shares (about $365.59K)Microsoft 755 shares (about $318.23K)WideOpenWest 48,800 shares (about $242.05K) 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 PortfolioSectorAAPLApple$9,280,816$386,899 ▼-4.0%37,0616.0%Computer and TechnologyMSFTMicrosoft$9,124,211$318,233 ▼-3.4%21,6475.9%Computer and TechnologyCOSTCostco Wholesale$5,794,510$238,231 ▼-3.9%6,3243.7%Retail/WholesaleORCLOracle$5,115,015$145,810 ▼-2.8%30,6953.3%Computer and TechnologyINTUIntuit$4,906,700$96,161 ▼-1.9%7,8073.2%Computer and TechnologyGMEDGlobus Medical$4,549,050$605,437 ▼-11.7%55,0002.9%MedicalBRK.BBerkshire Hathaway$4,534,160$67,992 ▼-1.5%10,0032.9%FinanceGOOGLAlphabet$3,747,194$28,395 ▼-0.8%19,7952.4%Computer and TechnologyAXPAmerican Express$3,491,141$59,358 ▼-1.7%11,7632.3%FinanceWRBW. R. Berkley$2,834,241$48,981 ▼-1.7%48,4321.8%FinanceIWMiShares Russell 2000 ETF$2,819,830$11,048 ▼-0.4%12,7621.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,550,999$19,451 ▲0.8%14,5581.6%ETFPAYXPaychex$2,502,927$35,055 ▼-1.4%17,8501.6%Business ServicesPGProcter & Gamble$2,455,234$48,618 ▼-1.9%14,6451.6%Consumer StaplesJPMJPMorgan Chase & Co.$2,449,836$29,964 ▼-1.2%10,2201.6%FinanceGOOGAlphabet$2,270,997$9,522 ▼-0.4%11,9251.5%Computer and TechnologyHDHome Depot$2,269,368$44,734 ▼-1.9%5,8341.5%Retail/WholesaleADPAutomatic Data Processing$2,256,656$14,637 ▼-0.6%7,7091.5%Business ServicesCSCOCisco Systems$2,251,080$8,880 ▼-0.4%38,0251.5%Computer and TechnologyBACBank of America$2,061,035$10,987 ▼-0.5%46,8951.3%FinanceLOWLowe's Companies$1,996,612$33,318 ▼-1.6%8,0901.3%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,950,908$30,150 ▲1.6%27,7591.3%ETFWMWaste Management$1,794,922$60,537 ▼-3.3%8,8951.2%Business ServicesBXBlackstone$1,776,788$12,931 ▼-0.7%10,3051.1%FinanceJNJJohnson & Johnson$1,771,0170.0%12,2461.1%MedicalSYYSysco$1,764,544$25,614 ▼-1.4%23,0781.1%Consumer StaplesMRKMerck & Co., Inc.$1,587,999$365,589 ▼-18.7%15,9631.0%MedicalTJXTJX Companies$1,570,530$3,020 ▼-0.2%13,0001.0%Retail/WholesaleCVXChevron$1,533,566$28,968 ▼-1.9%10,5881.0%Oils/EnergyFDVVFidelity High Dividend ETF$1,529,413$89,393 ▲6.2%30,6251.0%ETFPEPPepsiCo$1,449,1320.0%9,5300.9%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$1,445,076$147,672 ▲11.4%13,7000.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,406,452$540,298 ▲62.4%58,7000.9%ETFVIGVanguard Dividend Appreciation ETF$1,403,514$12,925 ▼-0.9%7,1670.9%ETFZTSZoetis$1,346,616$4,073 ▼-0.3%8,2650.9%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$1,306,679$84,838 ▲6.9%39,2750.8%ETFMCDMcDonald's$1,253,7740.0%4,3250.8%Retail/WholesaleBDXBecton, Dickinson and Company$1,248,919$4,537 ▼-0.4%5,5050.8%MedicalUPSUnited Parcel Service$1,227,8360.0%9,7370.8%TransportationVVisa$1,212,013$9,481 ▼-0.8%3,8350.8%Business ServicesECLEcolab$1,211,4340.0%5,1700.8%Basic MaterialsWMTWalmart$1,194,427$4,518 ▼-0.4%13,2200.8%Retail/WholesaleMUBiShares National Muni Bond ETF$1,164,059$210,436 ▲22.1%10,9250.8%ETFSBUXStarbucks$1,148,381$27,375 ▼-2.3%12,5850.7%Retail/WholesaleIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,126,476$196,171 ▲21.1%46,8000.7%ETFTGTTarget$1,119,290$14,870 ▲1.3%8,2800.7%Retail/WholesaleAMTAmerican Tower$1,110,364$42,368 ▼-3.7%6,0540.7%FinanceSPYSPDR S&P 500 ETF Trust$1,098,9000.0%1,8750.7%FinanceUNHUnitedHealth Group$1,057,247$10,117 ▼-0.9%2,0900.7%MedicalRPMRPM International$1,052,778$12,306 ▼-1.2%8,5550.7%ConstructionIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,035,840$819,210 ▲378.2%41,6000.7%ETFABBVAbbVie$1,005,071$4,442 ▼-0.4%5,6560.6%MedicalRTXRTX$1,003,9870.0%8,6760.6%AerospaceWTRGEssential Utilities$932,008$9,080 ▼-1.0%25,6610.6%UtilitiesVLOValero Energy$910,2310.0%7,4250.6%Oils/EnergyMDLZMondelez International$908,613$5,973 ▼-0.7%15,2120.6%Consumer StaplesYUMYum! Brands$871,3690.0%6,4950.6%Retail/WholesaleCSXCSX$867,7400.0%26,8900.6%TransportationCOPConocoPhillips$842,945$4,859 ▲0.6%8,5000.5%Oils/EnergyIWYiShares Russell Top 200 Growth ETF$831,679$11,763 ▲1.4%3,5350.5%ETFPSXPhillips 66$806,055$5,697 ▼-0.7%7,0750.5%Oils/EnergyIDAIDACORP$801,6780.0%7,3360.5%UtilitiesNEENextEra Energy$788,590$7,169 ▼-0.9%11,0000.5%UtilitiesTSMTaiwan Semiconductor Manufacturing$781,0730.0%3,9550.5%Computer and TechnologyCigna Corp$775,953$86,984 ▼-10.1%2,8100.5%COMAOMiShares Core Moderate Allocation ETF$771,993$8,688 ▲1.1%17,7710.5%ETFLHXL3Harris Technologies$723,3630.0%3,4400.5%AerospaceVNQVanguard Real Estate ETF$720,212$22,270 ▼-3.0%8,0850.5%ETFQQQInvesco QQQ$669,711$12,781 ▼-1.9%1,3100.4%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$652,553$25,050 ▲4.0%26,0500.4%ETFCLColgate-Palmolive$647,7340.0%7,1250.4%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$643,1000.0%4,6150.4%ManufacturingGLWCorning$632,016$104,544 ▲19.8%13,3000.4%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$627,236$92,120 ▲17.2%26,7250.4%ETFWCNWaste Connections$606,5350.0%3,5350.4%Business ServicesCAVACAVA Group$606,3000.0%5,3750.4%Retail/WholesaleAORiShares Core Growth Allocation ETF$580,945$3,611 ▲0.6%10,1350.4%ETFPGXInvesco Preferred ETF$569,582$46,120 ▼-7.5%49,4000.4%ETFUBERUber Technologies$554,9440.0%9,2000.4%Computer and TechnologyDDDuPont de Nemours$518,4240.0%6,7990.3%Basic MaterialsMMM3M$517,651$6,455 ▼-1.2%4,0100.3%Multi-Sector ConglomeratesDGXQuest Diagnostics$512,9240.0%3,4000.3%MedicalMAMastercard$505,5070.0%9600.3%Business ServicesAWKAmerican Water Works$498,5820.0%4,0050.3%UtilitiesCMCSAComcast$478,658$18,765 ▼-3.8%12,7540.3%Consumer DiscretionaryLMTLockheed Martin$461,6430.0%9500.3%AerospaceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$452,322$40,593 ▲9.9%7,8000.3%ETFMETMetLife$450,3400.0%5,5000.3%FinanceWOWWideOpenWest$434,486$242,048 ▼-35.8%87,5980.3%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$412,752$21,403 ▲5.5%5,3420.3%ETFMASMasco$411,835$9,071 ▼-2.2%5,6750.3%ConstructionEDConsolidated Edison$401,535$24,538 ▼-5.8%4,5000.3%UtilitiesCLXClorox$393,8440.0%2,4250.3%Consumer StaplesVCRVanguard Consumer Discretionary ETF$369,7490.0%9850.2%ETFLHLaboratory Co. of America$365,7650.0%1,5950.2%MedicalRSGRepublic Services$362,124$30,177 ▼-7.7%1,8000.2%Business ServicesABTAbbott Laboratories$359,9160.0%3,1820.2%MedicalBIVVanguard Intermediate-Term Bond ETF$328,379$15,470 ▲4.9%4,3940.2%ETFVTIVanguard Total Stock Market ETF$323,294$290 ▲0.1%1,1160.2%ETFAMGNAmgen$304,949$6,516 ▲2.2%1,1700.2%MedicalShowing 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. 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