Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$158.22M
Total Bought
$6.09M
Total Sold
$10.02M
Net Transaction
-$3.94M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Oracle Corp(ORCL)32,97031,570-1,4004,6555,3803.40%+724
Invesco QQQ Trust01,335+1,33506520.41%+652
Apple Inc(AAPL)40,13138,606-1,5258,4528,9955.69%+543
Berkshire Hathaway Inc Cl B010,153+10,15304,6732.95%+4,673
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
27,97536,725+8,7508791,2210.77%+342
American Express(AXP)12,61311,963-6502,9213,2442.05%+324
Blackstone Group Inc(BX)10,38010,38001,2851,5891.00%+304
Schwab US Small-Cap05,800+5,80002990.19%+299
Fidelity High Dividend24,86028,835+3,9751,1631,4600.92%+298
Lowes Companies Inc(LOW)08,225+8,22502,2281.41%+2,228
iShares Russell 2000 Index12,56112,812+2512,5492,8301.79%+281
Paychex Inc(PAYX)18,11518,100-152,1482,4291.54%+281
Home Depot Inc(HD)05,949+5,94902,4111.52%+2,411
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
25,34936,150+10,8016028810.56%+279
Erie Indemnity Co Cl A(ERIE)0500+50002700.17%+270
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
014,447+14,44702,5881.64%+2,588
iShares Core MSCI EAFE
CORE MSCI EAFE
26,17627,330+1,1541,9012,1331.35%+232
Southern Company(SO)02,500+2,50002250.14%+225
American Tower Corp(AMT)6,3606,285-751,2361,4620.92%+225
iShares Short Term Nat Muni Bd10,35012,300+1,9501,0821,3060.83%+224
Automatic Data Processing8,0597,759-3001,9242,1471.36%+224
iShares iBonds Dec 2028 Term E
IBDS DEC28 ETF
08,700+8,70002220.14%+222
IBM Corp(IBM)01,000+1,00002210.14%+221
Veralto Corp(VLTO)01,950+1,95002180.14%+218
iShares National Muni7,1008,950+1,8507579720.61%+216
Bristol-Myers Squibb Co(BMY)04,000+4,00002070.13%+207
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
30,75038,650+7,9007329390.59%+207
Apollo Global Mgmt(APO)01,655+1,65502070.13%+207
Corning Inc(GLW)7,95011,100+3,1503095010.32%+192
Starbucks Corp(SBUX)012,885+12,88501,2560.79%+1,256
Cava Group Inc(CAVA)5,3755,37504996660.42%+167
Walmart Inc(WMT)13,37013,270-1009051,0720.68%+166
Johnson & Johnson(JNJ)012,246+12,24601,9851.25%+1,985
Cisco Systems Inc(CSCO)038,175+38,17502,0321.28%+2,032
McDonalds Corp(MCD)04,325+4,32501,3170.83%+1,317
Vanguard REIT7,7858,335+5506528120.51%+160
Sysco Corporation(SYY)023,413+23,41301,8281.16%+1,828
AbbVie Inc(ABBV)5,6815,68109741,1220.71%+147
Berkley W R Corporation049,269+49,26902,7951.77%+2,795
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
18,00022,800+4,8004185480.35%+130
Mondelez Intl Inc Cl A(MDLZ)15,31215,31201,0021,1280.71%+126
Costco Wholesale Corp(COST)6,7196,584-1355,7115,8373.69%+126
RTX Corp(RTX)9,2768,676-6009311,0510.66%+120
RPM International(RPM)8,6558,65509321,0470.66%+115
3M Company(MMM)4,3104,060-2504405550.35%+115
Vanguard Div Appreciation7,2237,233+101,3191,4330.91%+114
NextEra Energy Inc(NEE)11,75011,100-6508329380.59%+106
TJX Companies Inc(TJX)13,02513,02501,4341,5310.97%+97
Ecolab Inc(ECL)5,1705,17001,2301,3200.83%+90
iShares Core Growth Allocation9,29810,072+7745245970.38%+73
IdaCorp Incorporated(IDA)7,3367,33606837560.48%+73
Mastercard Inc(MA)914960+464034740.30%+71
iShares iBonds Dec 2025 Term C22,45025,050+2,6005586290.40%+71
Zoetis Inc(ZTS)8,9408,290-6501,5501,6201.02%+70
iShares MSCI EmergMkt Min Vol6,6007,100+5003784450.28%+68
Target Corporation(TGT)08,170+8,17001,2730.80%+1,273
Quest Diagnostics Inc(DGX)3,4003,40004655280.33%+62
Consolidated Edison Inc(ED)4,8754,775-1004364970.31%+61
Masco Corp(MAS)6,4005,800-6004274870.31%+60
Amgen Inc(AMGN)9951,145+1503113690.23%+58
SPDR S&P 500(SPY)1,8751,87501,0201,0760.68%+55
Carrier Global Corp(CARR)3,1753,17502002560.16%+55
iShares Russell Top 200 Growth3,3353,485+1507157670.48%+51
eBay Inc(EBAY)4,3004,30002312800.18%+49
Pepsico Inc(PEP)9,5309,53001,5721,6211.02%+49
JP Morgan Chase & Co(JPM)10,54510,345-2002,1332,1811.38%+49
YUM! Brands Inc(YUM)6,4956,49508609070.57%+47
L3Harris Technologies Inc(LHX)3,4403,44007738180.52%+46
UnitedHealth Group Inc(UNH)2,3352,110-2251,1891,2340.78%+45
Lockheed Martin Corp(LMT)1,100950-1505145550.35%+42
Cigna Corp3,1503,125-251,0411,0830.68%+41
iShares MSCI EAFE Index3,8004,000+2002983350.21%+37
Clorox Company(CLX)2,6252,425-2003583950.25%+37
Labcorp Hldgs Inc.1,5801,595+153223560.23%+35
Coca-Cola Company(KO)4,1004,10002612950.19%+34
MetLife Inc(MET)6,0005,500-5004214540.29%+33
Abbott Laboratories3,1823,18203313630.23%+32
Vgd Int Term Bond Index Fund3,9784,187+2092983280.21%+30
CSX Corp(CSX)026,890+26,89009290.59%+929
Danaher Corp(DHR)1,0001,00002502780.18%+28
Vgd Consumer Discretionary
CONSUM DIS ETF
98598503083350.21%+28
Essential Utilities Inc(WTRG)26,03625,911-1259729990.63%+27
Union Pacific Corp(UNP)1,3251,32503003270.21%+27
Chubb Limited
COM
78578502002260.14%+26
Procter & Gamble(PG)15,53514,935-6002,5622,5871.63%+25
DuPont de Nemours Inc(DD)7,2246,799-4255816060.38%+24
BHP Billiton Ltd ADR4,7004,70002682920.18%+24
Uber Technologies Inc(UBER)9,2009,20006696910.44%+23
iShares Core S&P US Growth4,6154,61505886090.38%+20
iShares Core Moderate Allocati17,96417,571-3937737930.50%+20
Simon Property Group(SPG)1,6251,575-502472660.17%+20
Colgate-Palmolive Co(CL)7,4257,125-3007217400.47%+19
Vanguard Total Stock Mkt1,1151,11502983160.20%+17
Taiwan Semiconductor Mfg ADR(TSM)3,8553,955+1006706870.43%+17
American Water Works Inc4,4054,005-4005695860.37%+17
Becton Dickinson & Co(BDX)5,6305,525-1051,3161,3320.84%+16
Republic Services Inc(RSG)1,9501,95003793920.25%+13
Vanguard Info Technology
INF TECH ETF
43043002482520.16%+4
Exxon Mobil Corp1,7861,78602062090.13%+4
iShares iBonds Dec 2024 Term C8,3008,30002092090.13%+1
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