Fund HoldingsGodshalk Welsh Capital Management, Inc.

Total Portfolio Value
$154.93M
Total Bought
$5.39M
Total Sold
$11.34M
Net Transaction
-$5.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Fidelity High Dividend030,625+30,62501,5290.99%+1,529
iShares iBonds Dec 2028 Term C
IBDS DEC28 ETF
8,70041,600+32,9002221,0360.67%+814
SPDR Portfolio High Yield Bond
ST PORT HIGH ETF
026,725+26,72506270.40%+627
iShares iBonds Dec 2027 Term C
IBONDS 27 ETF
36,15058,700+22,5508811,4060.91%+525
Alphabet Inc Cl A(GOOG)019,795+19,79503,7472.42%+3,747
Apple Inc(AAPL)38,60637,061-1,5458,9959,2815.99%+286
Alphabet Inc Cl C(GOOG)011,925+11,92502,2711.47%+2,271
JP Morgan Chase & Co(JPM)10,34510,220-1252,1812,4501.58%+268
American Express(AXP)11,96311,763-2003,2443,4912.25%+247
Adobe Systems Inc(ADBE)0510+51002270.15%+227
Cisco Systems Inc(CSCO)38,17538,025-1502,0322,2511.45%+219
Grainger W W Inc(GWW)0190+19002000.13%+200
iShares National Muni8,95010,925+1,9759721,1640.75%+192
Bank of America Corp046,895+46,89502,0611.33%+2,061
Blackstone Group Inc(BX)10,38010,305-751,5891,7771.15%+187
iShares iBonds Dec 2026 Term C
IBONDS DEC2026
38,65046,800+8,1509391,1260.73%+187
Visa Inc(V)03,835+3,83501,2120.78%+1,212
iShares Short Term Nat Muni Bd12,30013,700+1,4001,3061,4450.93%+139
Corning Inc(GLW)11,10013,300+2,2005016320.41%+131
Walmart Inc(WMT)13,27013,220-501,0721,1940.77%+123
Automatic Data Processing7,7597,709-502,1472,2571.46%+110
Taiwan Semiconductor Mfg ADR(TSM)3,9553,95506877810.50%+94
Globus Medical Inc A(GMED)055,000+55,00004,5492.94%+4,549
T Rowe Price Capital Apprec Eq
CAP APPRECIATION
36,72539,275+2,5501,2211,3070.84%+86
Paychex Inc(PAYX)18,10017,850-2502,4292,5031.62%+74
iShares Russell Top 200 Growth3,4853,535+507678320.54%+65
Apollo Global Mgmt(APO)1,6551,605-502072650.17%+58
IdaCorp Incorporated(IDA)7,3367,33607568020.52%+45
TJX Companies Inc(TJX)13,02513,000-251,5311,5711.01%+40
Berkley W R Corporation49,26948,432-8372,7952,8341.83%+39
Vgd Consumer Discretionary
CONSUM DIS ETF
98598503353700.24%+34
iShares Core S&P US Growth4,6154,61506096430.42%+34
Mastercard Inc(MA)96096004745060.33%+31
iShares iBonds Dec 2025 Term C25,05026,050+1,0006296530.42%+24
SPDR S&P 500(SPY)1,8751,87501,0761,0990.71%+23
Invesco QQQ Trust1,3351,310-256526700.43%+18
Vanguard Info Technology
INF TECH ETF
43043002522670.17%+15
Vanguard Short Term Bond Index05,342+5,34204130.27%+413
Labcorp Hldgs Inc.1,5951,59503563660.24%+9
Vanguard Total Stock Mkt1,1151,116+13163230.21%+7
iShares MSCI EmergMkt Min Vol7,1007,800+7004454520.29%+7
RPM International(RPM)8,6558,555-1001,0471,0530.68%+6
Simon Property Group(SPG)1,5751,57502662710.18%+5
Vgd Int Term Bond Index Fund4,1874,394+2073283280.21%0
Clorox Company(CLX)2,4252,42503953940.25%-1
IBM Corp(IBM)1,0001,00002212200.14%-1
Abbott Laboratories3,1823,18203633600.23%-3
MetLife Inc(MET)5,5005,50004544500.29%-3
iShares Russell 2000 Index12,81212,762-502,8302,8201.82%-10
eBay Inc(EBAY)4,3004,30002802660.17%-14
Quest Diagnostics Inc(DGX)3,4003,40005285130.33%-15
iShares Core Growth Allocation10,07210,135+635975810.37%-16
Kimberly-Clark Corp(KMB)01,600+1,60002100.14%+210
Chubb Limited
COM
785750-352262070.13%-19
Southern Company(SO)2,5002,50002252060.13%-20
iShares Core Moderate Allocati17,57117,771+2007937720.50%-21
Waste Connections Inc(WCN)03,535+3,53506070.39%+607
Vanguard Div Appreciation7,2337,167-661,4331,4040.91%-29
Republic Services Inc(RSG)1,9501,800-1503923620.23%-30
Union Pacific Corp(UNP)1,3251,300-253272960.19%-30
iShares MSCI EAFE Index4,0004,00003353020.20%-32
YUM! Brands Inc(YUM)6,4956,49509078710.56%-36
Intuit Inc(INTU)07,807+7,80704,9073.17%+4,907
3M Company(MMM)4,0604,010-505555180.33%-37
Invesco S&P 500 Eq Wt
S&P500 EQL WGT
14,44714,558+1112,5882,5511.65%-37
Carrier Global Corp(CARR)3,1753,17502562170.14%-39
Coca-Cola Company(KO)4,1004,10002952550.16%-39
Costco Wholesale Corp(COST)6,5846,324-2605,8375,7953.74%-42
Applied Materials Inc(NOK)01,290+1,29002100.14%+210
ConocoPhillips(COP)08,500+8,50008430.54%+843
RTX Corp(RTX)8,6768,67601,0511,0040.65%-47
Danaher Corp(DHR)1,0001,00002782300.15%-48
Schwab US Small-Cap5,8009,600+3,8002992480.16%-50
Chevron Corp(CVX)010,588+10,58801,5340.99%+1,534
Cava Group Inc(CAVA)5,3755,37506666060.39%-59
CSX Corp(CSX)26,89026,89009298680.56%-61
BHP Billiton Ltd ADR4,7004,70002922300.15%-62
Sysco Corporation(SYY)23,41323,078-3351,8281,7651.14%-63
McDonalds Corp(MCD)4,3254,32501,3171,2540.81%-63
Erie Indemnity Co Cl A(ERIE)50050002702060.13%-64
Amgen Inc(AMGN)1,1451,170+253693050.20%-64
Essential Utilities Inc(WTRG)25,91125,661-2509999320.60%-67
Comcast Corp Class A(CCZ)012,754+12,75404790.31%+479
Masco Corp(MAS)5,8005,675-1254874120.27%-75
Becton Dickinson & Co(BDX)5,5255,505-201,3321,2490.81%-83
American Water Works Inc4,0054,00505864990.32%-87
DuPont de Nemours Inc(DD)6,7996,79906065180.33%-87
Invesco Preferred049,400+49,40005700.37%+570
Vanguard REIT8,3358,085-2508127200.46%-92
Colgate-Palmolive Co(CL)7,1257,12507406480.42%-92
Valero Energy Corp(VLO)07,425+7,42509100.59%+910
Lockheed Martin Corp(LMT)95095005554620.30%-94
L3Harris Technologies Inc(LHX)3,4403,44008187230.47%-95
Consolidated Edison Inc(ED)4,7754,500-2754974020.26%-96
Elevance Health(ELV)0650+65002400.15%+240
United Parcel Service Inc(UPS)09,737+9,73701,2280.79%+1,228
Starbucks Corp(SBUX)12,88512,585-3001,2561,1480.74%-108
Ecolab Inc(ECL)5,1705,17001,3201,2110.78%-109
Waste Management Inc(WM)08,895+8,89501,7951.16%+1,795
AbbVie Inc(ABBV)5,6815,656-251,1221,0050.65%-117
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