Fund Holdings — Godshalk Welsh Capital Management, Inc.

Total Portfolio Value
$162.33M
Total Bought
$8.28M
Total Sold
$15.15M
Net Transaction
-$6.87M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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Oracle Corp(ORCL)30,69530,270-4254,2916,6184.08%+2,326
Microsoft Corporation(MSFT)21,43420,570-8648,04610,2326.30%+2,186
Intuit Inc(INTU)7,7307,515-2154,7465,9193.65%+1,173
Nestle SA ADR011,300+11,30001,1220.69%+1,122
Honeywell International Inc(HON)02,795+2,79506510.40%+651
iShares iBonds Dec 2026 Term M
IBONDS DEC 26
024,000+24,00006150.38%+615
iShares iBonds Dec 2029 Term C23,65045,900+22,2505471,0710.66%+524
American Express(AXP)11,47011,245-2253,0863,5872.21%+501
Republic Services Inc(RSG)01,700+1,70004190.26%+419
iShares iBonds Dec 2028 Term C
IBDS DEC28 ETF
57,75073,750+16,0001,4591,8751.15%+416
JP Morgan Chase & Co(JPM)10,0509,905-1452,4652,8721.77%+406
Uber Technologies Inc(UBER)9,76511,615+1,8507111,0840.67%+372
iShares iBonds Dec 2028 Term M
IBONDS DEC 28
11,25025,750+14,5002856540.40%+370
iShares iBonds Dec 2027 Term M
IBONDS DEC 27
13,25027,750+14,5003357030.43%+369
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
72,70085,500+12,8001,7582,0751.28%+317
Cisco Systems Inc(CSCO)37,99537,470-5252,3452,6001.60%+255
Airbnb Inc01,925+1,92502550.16%+255
Alphabet Inc Cl A(GOOG)19,47018,460-1,0103,0113,2532.00%+242
iShares iBonds Dec 2029 Term M09,500+9,50002400.15%+240
Stantec Inc(STN)02,200+2,20002390.15%+239
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
55,00064,700+9,7001,3321,5690.97%+237
Applied Materials Inc(NOK)01,290+1,29002360.15%+236
Taiwan Semiconductor Mfg ADR(TSM)3,9803,930-506618900.55%+229
iShares iBonds Dec 2025 Term M08,500+8,50002270.14%+227
Bank of America Corp45,99545,320-6751,9192,1451.32%+225
iShares Russell 2000 Index12,76212,76202,5462,7541.70%+208
Hilton Worldwide Hldgs(HLT)0775+77502060.13%+206
Markel Corp(MKL)0103+10302060.13%+206
Alphabet Inc Cl C(GOOG)11,57511,340-2351,8082,0121.24%+203
Invesco Preferred45,90052,650+6,7505157130.44%+198
iShares Core MSCI EAFE
CORE MSCI EAFE
27,83427,339-4952,1062,2821.41%+177
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
39,42540,475+1,0501,2731,4280.88%+155
Fidelity High Dividend32,02533,390+1,3651,5881,7371.07%+149
L3Harris Technologies Inc(LHX)3,4403,44007208630.53%+143
iShares Russell Top 200 Growth3,5853,610+257568900.55%+134
SPDR S&P 500(SPY)1,8751,87501,0491,1580.71%+110
iShares iBonds Dec 2025 Term C26,70030,900+4,2006727780.48%+107
Blackstone Group Inc(BX)10,09510,09501,4111,5100.93%+99
Invesco QQQ Trust1,3101,285-256147090.44%+95
Adobe Systems Inc(ADBE)1,0101,235+2253874780.29%+90
Walmart Inc(WMT)13,07012,645-4251,1471,2360.76%+89
Lockheed Martin Corp(LMT)9501,100+1504245090.31%+85
Corning Inc(GLW)13,37513,250-1256126970.43%+85
Ecolab Inc(ECL)5,1205,12001,2981,3800.85%+82
iShares Core S&P US Growth4,6154,315-3005866490.40%+63
RTX Corp(RTX)8,6268,221-4051,1431,2000.74%+58
Labcorp Hldgs Inc.1,5351,570+353574120.25%+55
CSX Corp(CSX)26,89025,890-1,0007918450.52%+53
Vanguard Info Technology
INF TECH ETF
43043002332850.18%+52
IBM Corp(IBM)1,0001,00002492950.18%+46
iShares Core Moderate Allocati17,79617,821+257818200.51%+40
Corteva Inc(CTVA)3,2523,25202052420.15%+38
Exxon Mobil Corp1,8852,425+5402242610.16%+37
Vgd Consumer Discretionary
CONSUM DIS ETF
96096003123480.21%+35
iShares MSCI EmergMkt Min Vol7,8007,80004554900.30%+35
Carrier Global Corp(CARR)3,1753,17502012320.14%+31
iShares MSCI EAFE Index4,0004,00003273580.22%+31
Vanguard Total Stock Mkt1,0061,00602763060.19%+29
eBay Inc(EBAY)4,3004,30002913200.20%+29
Quest Diagnostics Inc(DGX)3,4003,300-1005755930.37%+17
American Tower Corp(AMT)5,9605,935-251,2971,3120.81%+15
Mastercard Inc(MA)96096005265390.33%+13
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
26,75026,75006266370.39%+10
TJX Companies Inc(TJX)12,79012,675-1151,5581,5650.96%+7
Abbott Laboratories3,1823,150-324224280.26%+6
3M Co(MMM)3,8603,760-1005675720.35%+6
Visa Inc(V)3,7853,750-351,3261,3310.82%+5
Cigna Corp2,7552,75509069110.56%+4
Valero Energy Corp(VLO)7,4257,325-1009819850.61%+4
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,60913,946-6632,5312,5351.56%+4
MetLife Inc(MET)5,5005,50004424420.27%+1
Southern Company(SO)2,5002,50002302300.14%-0
BHP Billiton Ltd ADR4,3004,30002092070.13%-2
Schwab US Small Cap9,6008,800-8002252230.14%-2
Starbucks Corp(SBUX)12,60013,450+8501,2361,2320.76%-4
iShares Core Growth Allocation10,1359,393-7425835780.36%-5
Colgate-Palmolive Co(CL)6,7256,875+1506306250.38%-5
IdaCorp Incorporated(IDA)7,3367,33608538470.52%-6
Union Pacific Corp(UNP)1,3001,30003072990.18%-8
Chubb Limited
COM
74074002232140.13%-9
Comcast Corp Class A(CCZ)7,8847,88402912810.17%-10
iShares National Muni11,27511,27501,1891,1780.73%-11
Cava Group Inc(CAVA)5,3755,37504644530.28%-12
Sysco Corporation(SYY)23,07822,690-3881,7321,7191.06%-13
NextEra Energy Inc(NEE)10,70010,70007597430.46%-16
Simon Property Group(SPG)1,5751,525-502622450.15%-16
Coca-Cola Company(KO)4,1003,900-2002942760.17%-18
Automatic Data Processing8,1458,010-1352,4892,4701.52%-18
iShares Short Term Nat Muni Bd13,92513,625-3001,4701,4490.89%-22
WR Berkley Corp47,90946,094-1,8153,4093,3872.09%-23
Home Depot Inc(HD)5,7445,669-752,1052,0781.28%-27
Amgen Inc(AMGN)1,1951,235+403723450.21%-27
Phillips 66(PSX)7,1257,12508808500.52%-30
Elevance Health(ELV)65065002832530.16%-30
Waste Management Inc(WM)8,8308,790-402,0442,0111.24%-33
American Water Works Inc3,3053,225-804884490.28%-39
Waste Connections Inc(WCN)3,5353,485-506906510.40%-39
Vanguard Div Appreciation7,1916,622-5691,3951,3550.83%-40
Consolidated Edison Inc(ED)4,1754,17504624190.26%-43
Vanguard REIT7,8357,485-3507096670.41%-43
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Godshalk Welsh Capital Management, Inc. — 13F Holdings — Q2 2025 | TickerTrail