Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$149.98M
Total Bought
$3.68M
Total Sold
$11.56M
Net Transaction
-$7.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Apple Inc(AAPL)040,131+40,13108,4525.64%+8,452
Globus Medical Inc A(GMED)71,03566,445-4,5903,8104,5513.03%+741
Costco Wholesale Corp(COST)6,7946,719-754,9785,7113.81%+734
Invesco Preferred54,00054,785+7856421,2800.85%+639
Alphabet Inc Cl A(GOOG)20,92520,840-853,1583,7962.53%+638
Oracle Corp(ORCL)33,23532,970-2654,1754,6553.10%+481
Microsoft Corporation(MSFT)24,03223,622-41010,11110,5587.04%+447
Alphabet Inc Cl C(GOOG)12,67512,575-1001,9302,3071.54%+377
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
11,50025,349+13,8492746020.40%+328
Taiwan Semiconductor Mfg ADR(TSM)2,7903,855+1,0653806700.45%+290
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
19,50030,750+11,2504657320.49%+267
Analog Devices Inc(ADI)0920+92002100.14%+210
iShares iBonds Dec 2024 Term C08,300+8,30002090.14%+209
WideOpenWest Inc0150,398+150,39808140.54%+814
Carrier Global Corp(CARR)03,175+3,17502000.13%+200
Fidelity High Dividend22,47524,860+2,3851,0181,1630.78%+145
iShares iBonds Dec 2025 Term C17,05022,450+5,4004235580.37%+135
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
24,60027,975+3,3757448790.59%+135
Cava Group Inc(CAVA)5,3755,37503774990.33%+122
TJX Companies Inc(TJX)13,10013,025-751,3291,4340.96%+105
Walmart Inc(WMT)13,47013,370-1008109050.60%+95
iShares National Muni6,3507,100+7506837570.50%+73
NextEra Energy Inc(NEE)11,90011,750-1507618320.55%+71
Intuit Inc(INTU)8,0808,100+205,2525,3233.55%+71
Procter & Gamble(PG)15,35515,535+1802,4912,5621.71%+71
Amgen Inc(AMGN)870995+1252473110.21%+64
iShares MSCI EmergMkt Min Vol5,6006,600+1,0003173780.25%+61
Bank of America Corp47,89547,145-7501,8161,8751.25%+59
Colgate-Palmolive Co(CL)7,4257,42506697210.48%+52
iShares Russell Top 200 Growth3,4103,335-756657150.48%+50
iShares Core S&P US Growth4,6154,61505415880.39%+47
RTX Corp(RTX)9,0769,276+2008859310.62%+46
3M Company(MMM)3,7354,310+5753964400.29%+44
SPDR S&P 500(SPY)1,8751,87509811,0200.68%+40
Applied Materials Inc(NOK)1,2551,25502592960.20%+37
Zoetis Inc(ZTS)08,940+8,94001,5501.03%+1,550
Ecolab Inc(ECL)5,1705,17001,1941,2300.82%+37
UnitedHealth Group Inc(UNH)02,335+2,33501,1890.79%+1,189
American Water Works Inc04,405+4,40505690.38%+569
L3Harris Technologies Inc(LHX)3,4903,440-507447730.52%+29
Corning Inc(GLW)07,950+7,95003090.21%+309
Vanguard Info Technology
INF TECH ETF
43043002252480.17%+22
DuPont de Nemours Inc(DD)7,3247,224-1005625810.39%+20
Kimberly-Clark Corp(KMB)1,8001,80002332490.17%+16
Elevance Health(ELV)65065003373520.23%+15
iShares Short Term Nat Muni Bd10,20010,350+1501,0681,0820.72%+14
Lockheed Martin Corp(LMT)1,1001,10005005140.34%+13
Waste Connections Inc(WCN)3,6353,63506256370.43%+12
Coca-Cola Company(KO)4,1004,10002512610.17%+10
Vanguard Total Stock Mkt1,1151,11502902980.20%+8
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
17,50018,000+5004114180.28%+8
iShares Core Moderate Allocati17,91017,964+547667730.52%+6
iShares Core Growth Allocation9,2969,298+25185240.35%+6
eBay Inc(EBAY)4,3004,30002272310.15%+4
Exxon Mobil Corporation1,7351,786+512022060.14%+4
IdaCorp Incorporated(IDA)07,336+7,33606830.46%+683
Danaher Corp(DHR)1,0001,00002502500.17%0
JP Morgan Chase & Co(JPM)10,65010,545-1052,1332,1331.42%-0
Vgd Int Term Bond Index Fund3,9703,978+82992980.20%-1
BHP Billiton Ltd ADR04,700+4,70002680.18%+268
Chubb Limited
COM
78578502032000.13%-3
Waste Management Inc(WM)9,2459,220-251,9711,9671.31%-4
Vgd Consumer Discretionary
CONSUM DIS ETF
98598503133080.21%-5
iShares MSCI EAFE Index3,8003,80003032980.20%-6
Simon Property Group(SPG)1,6251,62502542470.16%-8
American Express(AXP)12,86312,613-2502,9292,9211.95%-8
Schwab US Small-Cap5,8005,80002862750.18%-10
Consolidated Edison Inc(ED)4,9504,875-754504360.29%-14
Quest Diagnostics Inc(DGX)03,400+3,40004650.31%+465
Hershey Company(HSY)1,5251,52502972800.19%-16
American Tower Corp(AMT)06,360+6,36001,2360.82%+1,236
MetLife Inc(MET)6,0006,00004454210.28%-24
Labcorp Hldgs Inc.1,5801,58003453220.21%-24
Union Pacific Corp(UNP)1,3251,32503263000.20%-26
Chevron Corp(CVX)11,28811,188-1001,7811,7501.17%-31
Republic Services Inc(RSG)2,1501,950-2004123790.25%-33
Mastercard Inc(MA)91491404404030.27%-37
iShares Core MSCI EAFE
CORE MSCI EAFE
26,12126,176+551,9391,9011.27%-37
Uber Technologies Inc(UBER)9,2009,20007086690.45%-40
Abbott Laboratories3,2823,182-1003733310.22%-42
Becton Dickinson & Co(BDX)5,5055,630+1251,3621,3160.88%-46
Essential Utilities Inc(WTRG)27,58626,036-1,5501,0229720.65%-50
Vanguard Short Term Bond Index05,843+5,84304480.30%+448
YUM Brands Inc(YUM)6,5956,495-1009148600.57%-54
Clorox Company(CLX)2,7252,625-1004173580.24%-59
AbbVie Inc(ABBV)5,6815,68101,0359740.65%-60
Visa Inc(V)4,1594,15901,1611,0920.73%-69
Mondelez Intl Inc Cl A(MDLZ)015,312+15,31201,0020.67%+1,002
iShares Russell 2000 Index12,46612,561+952,6222,5491.70%-73
Vanguard REIT07,785+7,78506520.43%+652
Masco Corp(MAS)6,4006,40005054270.28%-78
Vanguard Div Appreciation7,6737,223-4501,4011,3190.88%-83
Automatic Data Processing8,0358,059+242,0071,9241.28%-83
Paychex Inc(PAYX)18,17518,115-602,2322,1481.43%-84
Blackstone Group Inc(BX)10,43010,380-501,3701,2850.86%-85
Pepsico Inc(PEP)9,5059,530+251,6631,5721.05%-92
RPM International(RPM)8,6558,65501,0309320.62%-98
iShares Short Term Corporate5,8593,911-1,9483002000.13%-100
ConocoPhillips(COP)8,6518,751+1001,1011,0010.67%-100
Cigna Corp3,1503,15001,1441,0410.69%-103
Page 1 of 1