Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$132.45M
Total Bought
$3.05M
Total Sold
$15.77M
Net Transaction
-$12.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Fidelity High Dividend019,800+19,80007640.58%+764
iShares Russell Top 200 Growth03,235+3,23504980.38%+498
Waste Connections Inc(WCN)02,285+2,28503070.23%+307
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
011,000+11,00002470.19%+247
Intuit Inc(INTU)9,2008,725-4754,2154,4583.37%+243
Exxon Mobil Corporation01,735+1,73502040.15%+204
Blackstone Group Inc(BX)10,85011,150+3001,0091,1950.90%+186
Phillips 66(PSX)6,9256,92506618320.63%+172
ConocoPhillips(COP)8,7008,70009011,0420.79%+141
iShares Short Term Nat Muni Bd8,3509,700+1,3508699980.75%+129
iShares Core Growth Allocation7,1009,434+2,3343654660.35%+101
Alphabet Inc Cl A(GOOG)22,96521,740-1,2252,7492,8452.15%+96
Comcast Corp Class A(CCZ)25,72525,900+1751,0691,1480.87%+80
Cisco Systems Inc(CSCO)39,87739,777-1002,0632,1381.61%+75
Valero Energy Corp(VLO)8,2257,325-9009651,0380.78%+73
TJX Companies Inc(TJX)14,65014,65001,2421,3020.98%+60
UnitedHealth Group Inc(UNH)2,6402,625-151,2691,3231.00%+55
Automatic Data Processing9,4808,875-6052,0842,1351.61%+52
Chevron Corp(CVX)12,48811,888-6001,9652,0051.51%+40
Uber Technologies Inc(UBER)8,9509,200+2503864230.32%+37
iShares Core MSCI EAFE
CORE MSCI EAFE
21,81723,417+1,6001,4731,5071.14%+34
iShares National Muni4,2254,725+5004514850.37%+34
Intel Corp(INTC)14,87414,87404975290.40%+31
DuPont de Nemours Inc(DD)7,2597,359+1005195490.41%+30
Walmart Inc(WMT)4,3404,390+506827020.53%+20
3M Company(MMM)02,835+2,83502650.20%+265
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
13,86714,743+8762,0752,0891.58%+14
Alphabet Inc Cl C(GOOG)14,60013,475-1,1251,7661,7771.34%+11
Laboratory Corp of America01,415+1,41502840.21%+284
Cigna Corp3,2003,150-508989010.68%+3
Mastercard Inc(MA)90090003543560.27%+2
iShares Short Term Corporate05,765+5,76502870.22%+287
Union Pacific Corp(UNP)01,310+1,31002670.20%+267
Berkley W R Corporation38,37235,972-2,4002,2852,2841.72%-2
Elevance Health(ELV)65065002892830.21%-6
Vanguard Total Stock Mkt01,115+1,11502370.18%+237
AbbVie Inc(ABBV)7,2816,506-7759819700.73%-11
BHP Billiton Ltd ADR04,700+4,70002670.20%+267
Vgd Consumer Discretionary
CONSUM DIS ETF
0985+98502650.20%+265
iShares Core S&P US Growth4,5454,535-104444300.32%-14
Schwab US Small-Cap05,800+5,80002400.18%+240
Simon Property Group(SPG)02,125+2,12502300.17%+230
Invesco QQQ Trust1,4721,47205445270.40%-16
Coca-Cola Company(KO)04,100+4,10002300.17%+230
Republic Services Inc(RSG)2,2502,25003453210.24%-24
Consolidated Edison Inc(ED)5,0505,05004574320.33%-25
Masco Corp(MAS)6,5506,55003763500.26%-26
SPDR S&P 500(SPY)1,8751,87508318020.61%-30
iShares Core Moderate Allocati22,38822,445+579058740.66%-31
Kimberly-Clark Corp(KMB)01,800+1,80002180.16%+218
Bristol-Myers Squibb Co(BMY)5,6005,60003583250.25%-33
Genuine Parts Co(GPC)01,400+1,40002020.15%+202
Berkshire Hathaway Inc Cl B11,69811,288-4103,9893,9542.99%-35
Visa Inc(V)4,7554,75501,1291,0940.83%-36
RPM International(RPM)9,6558,755-9008668300.63%-36
Abbott Laboratories3,3823,38203693280.25%-41
Paychex Inc(PAYX)20,14019,165-9752,2532,2101.67%-43
Mondelez Intl Inc Cl A(MDLZ)15,31215,31201,1171,0630.80%-54
Home Depot Inc(HD)6,8046,789-152,1142,0511.55%-62
Lockheed Martin Corp(LMT)1,2751,27505875210.39%-66
IdaCorp Incorporated(IDA)7,3367,33607536870.52%-66
Bank of America Corp50,20050,20001,4401,3741.04%-66
Quest Diagnostics Inc(DGX)3,6003,60005064390.33%-67
CSX Corp(CSX)29,89030,840+9501,0199480.72%-71
MetLife Inc(MET)8,5006,500-2,0004814090.31%-72
CVS Health Corporation(CVS)12,35011,150-1,2008547780.59%-75
Nestle SA ADR12,58012,680+1001,5141,4351.08%-79
Clorox Company(CLX)2,8252,82504493700.28%-79
Costco Wholesale Corp(COST)7,6447,129-5154,1154,0283.04%-88
Colgate-Palmolive Co(CL)8,3507,800-5506435550.42%-89
YUM Brands Inc(YUM)6,5956,59509148240.62%-90
American Water Works Inc5,0055,00507146200.47%-95
Ecolab Inc(ECL)5,5955,59501,0459480.72%-97
Unilever PLC ADR(UL)14,72513,415-1,3107686630.50%-105
Becton Dickinson & Co(BDX)5,7055,405-3001,5061,3971.05%-109
Vanguard REIT10,86010,510-3509077950.60%-112
Danaher Corp(DHR)1,5751,000-5753782480.19%-130
Corning Inc(GLW)11,9259,350-2,5754182850.22%-133
iShares MSCI EmergMkt Min Vol8,3506,100-2,2504593250.25%-134
JP Morgan Chase & Co(JPM)11,32510,425-9001,6471,5121.14%-135
Verizon Communications(VZ)10,6557,755-2,9003962510.19%-145
Raytheon Technologies Corp(RTX)7,4837,983+5007335750.43%-158
Zoetis Inc(ZTS)10,2759,200-1,0751,7691,6011.21%-169
McDonalds Corp(MCD)4,8104,785-251,4351,2610.95%-175
UniFirst Corp(UNF)3,6652,390-1,2755683900.29%-179
WideOpenWest Inc174,898167,898-7,0001,4761,2840.97%-192
NextEra Energy Inc(NEE)11,10010,930-1708246260.47%-197
Vanguard Info Technology
INF TECH ETF
000000
Honeywell International Inc(HON)000000
Citigroup Inc(C)000000
Procter & Gamble(PG)16,83516,035-8002,5552,3391.77%-216
Johnson & Johnson(JNJ)13,00112,426-5752,1521,9351.46%-217
General Mills Inc(GIS)000000
Disney Walt Company(DIS)4,9622,762-2,2004432240.17%-219
Hershey Company(HSY)2,1001,525-5755243050.23%-219
L3Harris Technologies Inc(LHX)4,3403,590-7508506250.47%-225
Essential Utilities Inc(WTRG)30,01127,986-2,0251,1989610.73%-237
Target Corporation(TGT)8,5808,060-5201,1328910.67%-241
Pfizer Inc(PFE)19,90014,600-5,3007304840.37%-246
Vanguard Div Appreciation8,7987,598-1,2001,4291,1810.89%-248
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