Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$152.88M
Total Bought
$5.85M
Total Sold
$11.27M
Net Transaction
-$5.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Berkshire Hathaway Inc Cl B010,063+10,06305,3593.51%+5,359
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
026,750+26,75006260.41%+626
WR Berkley Corp48,43247,909-5232,8343,4092.23%+575
iShares iBonds Dec 2029 Term C023,650+23,65005470.36%+547
iShares iBonds Dec 2028 Term C
IBDS DEC28 ETF
41,60057,750+16,1501,0361,4590.95%+423
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
58,70072,700+14,0001,4061,7581.15%+351
iShares iBonds Dec 2027 Term M
IBONDS DEC 27
013,250+13,25003350.22%+335
Johnson & Johnson(JNJ)012,431+12,43102,0621.35%+2,062
iShares iBonds Dec 2028 Term M
IBONDS DEC 28
011,250+11,25002850.19%+285
Waste Management Inc(WM)8,8958,830-651,7952,0441.34%+249
Automatic Data Processing7,7098,145+4362,2572,4891.63%+232
Exxon Mobil Corp01,885+1,88502240.15%+224
Chevron Corp(CVX)10,58810,438-1501,5341,7461.14%+213
Paychex Inc(PAYX)17,85017,555-2952,5032,7081.77%+205
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
46,80055,000+8,2001,1261,3320.87%+205
Corteva Inc(CTVA)03,252+3,25202050.13%+205
American Tower Corp(AMT)05,960+5,96001,2970.85%+1,297
AbbVie Inc(ABBV)5,6565,65601,0051,1850.78%+180
Adobe Systems Inc(ADBE)5101,010+5002273870.25%+161
Uber Technologies Inc(UBER)09,765+9,76507110.47%+711
iShares Core MSCI EAFE
CORE MSCI EAFE
027,834+27,83402,1061.38%+2,106
YUM! Brands Inc(YUM)6,4956,49508711,0220.67%+151
RTX Corp(RTX)8,6768,626-501,0041,1430.75%+139
Cigna Corp02,755+2,75509060.59%+906
Visa Inc(V)3,8353,785-501,2121,3260.87%+114
Mondelez Intl Inc Cl A(MDLZ)014,812+14,81201,0050.66%+1,005
ConocoPhillips(COP)8,5008,930+4308439380.61%+95
McDonalds Corp(MCD)4,3254,315-101,2541,3480.88%+94
Cisco Systems Inc(CSCO)38,02537,995-302,2512,3451.53%+94
Starbucks Corp(SBUX)12,58512,600+151,1481,2360.81%+88
Ecolab Inc(ECL)5,1705,120-501,2111,2980.85%+87
Waste Connections Inc(WCN)3,5353,53506076900.45%+83
Phillips 66(PSX)07,125+7,12508800.58%+880
Valero Energy Corp(VLO)7,4257,42509109810.64%+70
Amgen Inc(AMGN)1,1701,195+253053720.24%+67
Essential Utilities Inc(WTRG)25,66125,186-4759329960.65%+64
Quest Diagnostics Inc(DGX)3,4003,40005135750.38%+62
Abbott Laboratories3,1823,18203604220.28%+62
Consolidated Edison Inc(ED)4,5004,175-3254024620.30%+60
Procter & Gamble(PG)014,760+14,76002,5151.65%+2,515
Fidelity High Dividend30,62532,025+1,4001,5291,5881.04%+59
IdaCorp Incorporated(IDA)7,3367,33608028530.56%+51
3M Co(MMM)4,0103,860-1505185670.37%+49
Elevance Health(ELV)65065002402830.18%+43
Coca-Cola Company(KO)4,1004,10002552940.19%+38
UnitedHealth Group Inc(UNH)02,090+2,09001,0950.72%+1,095
IBM Corp(IBM)1,0001,00002202490.16%+29
iShares Short Term Nat Muni Bd13,70013,925+2251,4451,4700.96%+25
eBay Inc(EBAY)4,3004,30002662910.19%+25
iShares National Muni10,92511,275+3501,1641,1890.78%+25
iShares MSCI EAFE Index4,0004,00003023270.21%+24
Southern Company(SO)2,5002,50002062300.15%+24
Mastercard Inc(MA)96096005065260.34%+21
iShares iBonds Dec 2025 Term C26,05026,700+6506536720.44%+19
Chubb Limited
COM
750740-102072230.15%+16
JP Morgan Chase & Co(JPM)10,22010,050-1702,4502,4651.61%+15
Vgd Int Term Bond Index Fund4,3944,448+543283410.22%+12
Union Pacific Corp(UNP)1,3001,30002963070.20%+11
Vanguard Short Term Bond Index5,3425,405+634134230.28%+10
iShares Core Moderate Allocati17,77117,796+257727810.51%+9
Costco Wholesale Corp(COST)6,3246,131-1935,7955,7993.79%+4
Erie Indemnity Co Cl A(ERIE)50050002062100.14%+3
iShares MSCI EmergMkt Min Vol7,8007,80004524550.30%+3
iShares Core Growth Allocation10,13510,13505815830.38%+3
Zoetis Inc(ZTS)08,160+8,16001,3440.88%+1,344
L3Harris Technologies Inc(LHX)3,4403,44007237200.47%-3
Pepsico Inc(PEP)09,640+9,64001,4450.95%+1,445
Becton Dickinson & Co(BDX)5,5055,420-851,2491,2420.81%-7
Labcorp Hldgs Inc.1,5951,535-603663570.23%-9
Vanguard Div Appreciation7,1677,191+241,4041,3950.91%-9
MetLife Inc(MET)5,5005,50004504420.29%-9
Simon Property Group(SPG)1,5751,57502712620.17%-10
Vanguard REIT8,0857,835-2507207090.46%-11
American Water Works Inc4,0053,305-7004994880.32%-11
TJX Companies Inc(TJX)13,00012,790-2101,5711,5581.02%-13
Carrier Global Corp(CARR)3,1753,17502172010.13%-15
Colgate-Palmolive Co(CL)7,1256,725-4006486300.41%-18
Corning Inc(GLW)13,30013,375+756326120.40%-20
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,55814,609+512,5512,5311.66%-20
BHP Billiton Ltd ADR4,7004,300-4002302090.14%-21
Schwab US Small-Cap9,6009,60002482250.15%-23
Danaher Corp(DHR)1,0001,00002302050.13%-25
NextEra Energy Inc(NEE)010,700+10,70007590.50%+759
Sysco Corporation(SYY)23,07823,07801,7651,7321.13%-33
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
39,27539,425+1501,3071,2730.83%-34
Vanguard Info Technology
INF TECH ETF
43043002672330.15%-34
Clorox Company(CLX)2,4252,42503943570.23%-37
Lockheed Martin Corp(LMT)95095004624240.28%-37
Vanguard Total Stock Mkt1,1161,006-1103232760.18%-47
Walmart Inc(WMT)13,22013,070-1501,1941,1470.75%-47
Apollo Global Mgmt(APO)1,6051,585-202652170.14%-48
SPDR S&P 500(SPY)1,8751,87501,0991,0490.69%-50
Masco Corp(MAS)5,6755,200-4754123620.24%-50
Invesco Preferred49,40045,900-3,5005705150.34%-55
Invesco QQQ Trust1,3101,31006706140.40%-55
iShares Core S&P US Growth4,6154,61506435860.38%-57
Vgd Consumer Discretionary
CONSUM DIS ETF
985960-253703120.20%-57
DuPont de Nemours Inc(DD)6,7996,099-7005184550.30%-63
RPM International(RPM)8,5558,55501,0539900.65%-63
iShares Russell Top 200 Growth3,5353,585+508327560.49%-75
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