Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$148.82M
Total Bought
$8.96M
Total Sold
$9.44M
Net Transaction
-$479.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
iShares Short Term Nat Muni Bd010,200+10,20001,0680.72%+1,068
Microsoft Corporation(MSFT)24,38424,032-3529,16910,1116.79%+941
Oracle Corp(ORCL)33,43533,235-2003,5254,1752.81%+650
Berkshire Hathaway Inc Cl B010,398+10,39804,3732.94%+4,373
Berkley W R Corporation33,92933,904-252,3992,9982.01%+599
American Express(AXP)12,83512,863+282,4052,9291.97%+524
Costco Wholesale Corp(COST)6,7946,79404,4854,9783.34%+493
Merck & Co(MRK)20,66320,523-1402,2532,7081.82%+455
Taiwan Semiconductor Mfg ADR(TSM)02,790+2,79003800.26%+380
Cava Group Inc(CAVA)05,375+5,37503770.25%+377
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
13,45024,600+11,1503727440.50%+372
JP Morgan Chase & Co(JPM)10,57510,650+751,7992,1331.43%+334
Waste Management Inc(WM)9,2209,245+251,6511,9711.32%+319
Valero Energy Corp(VLO)07,425+7,42501,2670.85%+1,267
Target Corporation(TGT)8,1308,170+401,1581,4480.97%+290
Phillips 66(PSX)7,4257,775+3509891,2700.85%+281
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
011,500+11,50002740.18%+274
Procter & Gamble(PG)015,355+15,35502,4911.67%+2,491
Applied Materials Inc(NOK)01,255+1,25502590.17%+259
Lowes Companies Inc(LOW)9,3859,160-2252,0892,3331.57%+245
Alphabet Inc Cl A(GOOG)20,97520,925-502,9303,1582.12%+228
eBay Inc(EBAY)04,300+4,30002270.15%+227
Genuine Parts Co(GPC)01,400+1,40002170.15%+217
Raytheon Technologies Corp(RTX)7,9769,076+1,1006718850.59%+214
Bank of America Corp47,89547,89501,6131,8161.22%+204
Chubb Limited
COM
0785+78502030.14%+203
Exxon Mobil Corporation01,735+1,73502020.14%+202
Erie Indemnity Co Cl A(ERIE)0500+50002010.13%+201
Cigna Corp3,1503,15009431,1440.77%+201
iShares Core MSCI EAFE
CORE MSCI EAFE
24,72126,121+1,4001,7391,9391.30%+200
Home Depot Inc(HD)6,3146,214-1002,1882,3841.60%+196
Sysco Corporation(SYY)23,41323,41301,7121,9011.28%+188
Intuit Inc(INTU)8,1258,080-455,0785,2523.53%+174
iShares Russell 2000 Index12,21112,466+2552,4512,6221.76%+171
Waste Connections Inc(WCN)3,0503,635+5854556250.42%+170
Ecolab Inc(ECL)5,1705,17001,0251,1940.80%+168
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,69914,685-142,3202,4871.67%+168
AbbVie Inc(ABBV)05,681+5,68101,0350.70%+1,035
iShares National Muni4,9756,350+1,3755396830.46%+144
Alphabet Inc Cl C(GOOG)12,67512,67501,7861,9301.30%+144
Uber Technologies Inc(UBER)9,2009,20005667080.48%+142
Automatic Data Processing08,035+8,03502,0071.35%+2,007
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
14,50019,500+5,0003474650.31%+119
Walmart Inc(WMT)4,39013,470+9,0806928100.54%+118
Chevron Corp(CVX)011,288+11,28801,7811.20%+1,781
ConocoPhillips(COP)8,6008,651+519981,1010.74%+103
Fidelity High Dividend21,67522,475+8009161,0180.68%+102
Vanguard Div Appreciation7,6487,673+251,3031,4010.94%+98
TJX Companies Inc(TJX)013,100+13,10001,3290.89%+1,329
iShares MSCI EAFE Index2,8003,800+1,0002113030.20%+92
SPDR S&P 500(SPY)1,8751,87508919810.66%+90
Visa Inc(V)4,1554,159+41,0821,1610.78%+79
Masco Corp(MAS)6,4506,400-504325050.34%+73
Colgate-Palmolive Co(CL)7,5257,425-1006006690.45%+69
iShares Russell Top 200 Growth3,4103,41005986650.45%+68
iShares Core S&P US Growth4,5554,615+604745410.36%+67
Pepsico Inc(PEP)9,4059,505+1001,5971,6631.12%+66
Paychex Inc(PAYX)18,20018,175-252,1682,2321.50%+64
RPM International(RPM)8,6558,65509661,0300.69%+63
iShares iBonds Dec 2025 Term C14,55017,050+2,5003604230.28%+63
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
15,00017,500+2,5003514110.28%+60
CSX Corp(CSX)27,89027,690-2009671,0260.69%+60
Mastercard Inc(MA)900914+143844400.30%+56
YUM Brands Inc(YUM)6,5956,59508629140.61%+53
MetLife Inc(MET)6,0006,00003974450.30%+48
Amgen Inc(AMGN)715870+1552062470.17%+41
Republic Services Inc(RSG)2,2502,150-1003714120.28%+41
Becton Dickinson & Co(BDX)05,505+5,50501,3620.92%+1,362
Invesco Preferred054,000+54,00006420.43%+642
Elevance Health(ELV)65065003073370.23%+31
iShares Core Moderate Allocati017,910+17,91007660.51%+766
3M Company(MMM)3,3603,735+3753673960.27%+29
Clorox Company(CLX)2,7252,72503894170.28%+29
Invesco QQQ Trust1,4351,385-505886150.41%+27
Vanguard Total Stock Mkt1,1151,11502652900.19%+25
Globus Medical Inc(GMED)71,03571,03503,7853,8102.56%+25
iShares Core Growth Allocation9,2919,296+54945180.35%+23
NextEra Energy Inc(NEE)12,15011,900-2507387610.51%+23
Simon Property Group(SPG)1,6251,62502322540.17%+23
Danaher Corp(DHR)1,0001,00002312500.17%+18
Vanguard Info Technology
INF TECH ETF
43043002082250.15%+17
Kimberly-Clark Corp(KMB)1,8001,80002192330.16%+14
Johnson & Johnson(JNJ)12,23112,206-251,9171,9311.30%+14
Vgd Consumer Discretionary
CONSUM DIS ETF
98598503003130.21%+13
CVS Health Corporation(CVS)11,15011,200+508808930.60%+13
Hershey Company(HSY)1,5251,52502842970.20%+12
Schwab US Small-Cap5,8005,80002742860.19%+12
Coca-Cola Company(KO)4,1004,10002422510.17%+9
Vgd Int Term Bond Index Fund3,8643,970+1062952990.20%+4
Union Pacific Corp(UNP)1,3101,325+153223260.22%+4
Lockheed Martin Corp(LMT)1,1001,10004995000.34%+2
iShares Short Term Corporate5,8285,859+312993000.20%+2
Abbott Laboratories3,3823,282-1003723730.25%+1
Blackstone Group Inc(BX)10,48010,430-501,3721,3700.92%-2
DuPont de Nemours Inc(DD)7,3247,32405635620.38%-2
Laboratory Corp of America1,5551,580+253533450.23%-8
Essential Utilities Inc(WTRG)27,58627,58601,0301,0220.69%-8
iShares MSCI EmergMkt Min Vol5,8505,600-2503253170.21%-8
Consolidated Edison Inc(ED)5,0504,950-1004594500.30%-10
L3Harris Technologies Inc(LHX)3,5903,490-1007567440.50%-12
Page 1 of 1