Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$139.20M
Total Bought
$5.18M
Total Sold
$10.71M
Net Transaction
-$5.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Microsoft Corporation(MSFT)024,384+24,38409,1696.59%+9,169
Fidelity High Dividend021,675+21,67509160.66%+916
Intuit Inc(INTU)8,7258,125-6004,4585,0783.65%+620
Apple Inc(AAPL)040,389+40,38907,7765.59%+7,776
Costco Wholesale Corp(COST)7,1296,794-3354,0284,4853.22%+457
American Express(AXP)012,835+12,83502,4051.73%+2,405
iShares Russell 2000 Index012,211+12,21102,4511.76%+2,451
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
013,450+13,45003720.27%+372
iShares iBonds Dec 2025 Term C014,550+14,55003600.26%+360
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
014,500+14,50003470.25%+347
JP Morgan Chase & Co(JPM)10,42510,575+1501,5121,7991.29%+287
Target Corporation(TGT)8,0608,130+708911,1580.83%+267
American Tower Corp(AMT)06,445+6,44501,3911.00%+1,391
Globus Medical Inc(GMED)071,035+71,03503,7852.72%+3,785
Waste Management Inc(WM)09,220+9,22001,6511.19%+1,651
Bank of America Corp50,20047,895-2,3051,3741,6131.16%+238
iShares Core MSCI EAFE
CORE MSCI EAFE
23,41724,721+1,3041,5071,7391.25%+232
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,74314,699-442,0892,3201.67%+231
Intel Corp(INTC)14,87414,87405297470.54%+219
iShares MSCI EAFE Index02,800+2,80002110.15%+211
Vanguard Info Technology
INF TECH ETF
0430+43002080.15%+208
Amgen Inc(AMGN)0715+71502060.15%+206
Zoetis Inc(ZTS)9,2009,150-501,6011,8061.30%+205
Honeywell International Inc(HON)0975+97502040.15%+204
Blackstone Group Inc(BX)11,15010,480-6701,1951,3720.99%+177
McDonalds Corp(MCD)4,7854,78501,2611,4191.02%+158
Phillips 66(PSX)6,9257,425+5008329890.71%+157
Waste Connections Inc(WCN)2,2853,050+7653074550.33%+148
Uber Technologies Inc(UBER)9,2009,20004235660.41%+143
Home Depot Inc(HD)6,7896,314-4752,0512,1881.57%+137
RPM International(RPM)8,7558,655-1008309660.69%+136
L3Harris Technologies Inc(LHX)3,5903,59006257560.54%+131
Lowes Companies Inc(LOW)09,385+9,38502,0891.50%+2,089
Vanguard Div Appreciation7,5987,648+501,1811,3030.94%+123
Berkley W R Corporation35,97233,929-2,0432,2842,3991.72%+116
NextEra Energy Inc(NEE)10,93012,150+1,2206267380.53%+112
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
11,00015,000+4,0002473510.25%+104
CVS Health Corporation(CVS)11,15011,15007788800.63%+102
3M Company(MMM)2,8353,360+5252653670.26%+102
iShares Russell Top 200 Growth3,2353,410+1754985980.43%+100
Raytheon Technologies Corp(RTX)7,9837,976-75756710.48%+97
SPDR S&P 500(SPY)1,8751,87508028910.64%+90
Alphabet Inc Cl A(GOOG)21,74020,975-7652,8452,9302.10%+85
Masco Corp(MAS)6,5506,450-1003504320.31%+82
Ecolab Inc(ECL)5,5955,170-4259481,0250.74%+78
Essential Utilities Inc(WTRG)27,98627,586-4009611,0300.74%+70
Laboratory Corp of America1,4151,555+1402843530.25%+69
Invesco QQQ Trust1,4721,435-375275880.42%+60
Quest Diagnostics Inc(DGX)3,6003,60004394960.36%+58
Sysco Corporation(SYY)023,413+23,41301,7121.23%+1,712
Union Pacific Corp(UNP)1,3101,31002673220.23%+55
iShares National Muni4,7254,975+2504855390.39%+55
BHP Billiton Ltd ADR4,7004,70002673210.23%+54
Republic Services Inc(RSG)2,2502,25003213710.27%+50
Mondelez Intl Inc Cl A(MDLZ)15,31215,31201,0631,1090.80%+46
Colgate-Palmolive Co(CL)7,8007,525-2755556000.43%+45
Abbott Laboratories3,3823,38203283720.27%+45
iShares Core S&P US Growth4,5354,555+204304740.34%+44
Cigna Corp3,1503,15009019430.68%+42
YUM! Brands Inc(YUM)6,5956,59508248620.62%+38
Vgd Consumer Discretionary
CONSUM DIS ETF
98598502653000.22%+35
IdaCorp Incorporated(IDA)7,3367,33606877210.52%+34
Schwab US Small-Cap5,8005,80002402740.20%+34
Starbucks Corp(SBUX)015,660+15,66001,5041.08%+1,504
iShares Core Growth Allocation9,4349,291-1434664940.36%+28
Vanguard Total Stock Mkt1,1151,11502372650.19%+28
Mastercard Inc(MA)90090003563840.28%+28
Consolidated Edison Inc(ED)5,0505,05004324590.33%+27
Corning Inc(GLW)9,35010,150+8002853090.22%+24
Elevance Health(ELV)65065002833070.22%+23
CSX Corp(CSX)30,84027,890-2,9509489670.69%+19
Clorox Company(CLX)2,8252,725-1003703890.28%+18
DuPont de Nemours Inc(DD)7,3597,324-355495630.40%+15
United Parcel Service Inc(UPS)09,737+9,73701,5311.10%+1,531
Coca-Cola Company(KO)4,1004,10002302420.17%+12
iShares Short Term Corporate5,7655,828+632872990.21%+12
Alphabet Inc Cl C(GOOG)13,47512,675-8001,7771,7861.28%+10
Simon Property Group(SPG)2,1251,625-5002302320.17%+2
Kimberly-Clark Corp(KMB)1,8001,80002182190.16%+1
iShares MSCI EmergMkt Min Vol6,1005,850-2503253250.23%-0
Oracle Corp(ORCL)033,435+33,43503,5252.53%+3,525
Walmart Inc(WMT)4,3904,39007026920.50%-10
Merck & Co(MRK)020,663+20,66302,2531.62%+2,253
Visa Inc(V)4,7554,155-6001,0941,0820.78%-12
Verizon Communications(VZ)7,7556,350-1,4052512390.17%-12
MetLife Inc(MET)6,5006,000-5004093970.29%-12
Danaher Corp(DHR)1,0001,00002482310.17%-17
Johnson & Johnson(JNJ)12,42612,231-1951,9351,9171.38%-18
Hershey Company(HSY)1,5251,52503052840.20%-21
Lockheed Martin Corp(LMT)1,2751,100-1755214990.36%-23
Bristol-Myers Squibb Co(BMY)5,6005,60003252870.21%-38
Vgd Int Term Bond Index Fund03,864+3,86402950.21%+295
iShares Short Term Nat Muni Bd9,7009,100-6009989590.69%-38
American Water Works Inc5,0054,405-6006205810.42%-38
Paychex Inc(PAYX)19,16518,200-9652,2102,1681.56%-42
ConocoPhillips(COP)8,7008,600-1001,0429980.72%-44
UniFirst Corp(UNF)2,3901,865-5253903410.25%-48
Vanguard REIT10,5108,410-2,1007957430.53%-52
Nestle SA ADR12,68011,930-7501,4351,3790.99%-56
Pepsico Inc(PEP)09,405+9,40501,5971.15%+1,597
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