Holdings Channel
EntityShares/Amount
Change
Position Value
Change
Cigna Corp +3,150+$943
TCAF +13,450+$372
IBDQ +14,550+$360
IBDR +14,500+$347
EFA +2,800+$211
VGT +430+$208
AMGN +715+$206
HON +975+$204
EntityShares/Amount
Change
Position Value
Change
CI -3,150-$901
VTEB -5,472-$263
DIS -2,762-$224
XOM -1,735-$204
GPC -1,400-$202
EntityShares/Amount
Change
Position Value
Change
SPHY +4,000+$104
FDVV +1,875+$152
IEFA +1,304+$232
NEE +1,220+$112
GLW +800+$24
WCN +765+$148
MMM +525+$102
PSX +500+$157
IWM +450+$372
MUB +250+$54
EntityShares/Amount
Change
Position Value
Change
PGX -46,208-$478
UL -4,940-$252
AOM -4,695-$137
BSV -4,623-$334
PFE -4,400-$190
CSX -2,950+$19
BAC -2,305+$239
VNQ -2,100-$52
WRB -2,043+$115
Size ($ in 1000's)
At 12/31/2023: $139,196
At 09/30/2023: $132,456

Godshalk Welsh Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Godshalk Welsh Capital Management Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Godshalk Welsh Capital Management Inc.
As of  12/31/2023, we find all stocks held by Godshalk Welsh Capital Management Inc. to be as follows, presented in the table below with each row detailing each Godshalk Welsh Capital Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Godshalk Welsh Capital Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Godshalk Welsh Capital Management Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
Microsoft Corporation 24,384 -910 $9,169
     MSFT24,384-910$9,169
Apple Inc 40,389 -1,775 $7,776
     AAPL40,389-1,775$7,776
Intuit Inc 8,125 -600 $5,078
     INTU8,125-600$5,078
Costco Wholesale Corp 6,794 -335 $4,485
     COST6,794-335$4,485
Globus Medical Inc 71,035 UNCH $3,785
     GMED71,035UNCH$3,785
Berkshire Hathaway Inc Cl B      $3,755
     BRK.B10,528-760$3,755
Oracle Corp 33,435 +90 $3,525
     ORCL33,435+90$3,525
Alphabet Inc Cl A 20,975 -765 $2,930
     GOOGL20,975-765$2,930
iShares Russell 2000 Index (IWM) 12,211 +450 $2,451
     IWM12,211+450$2,451
American Express 12,835 -685 $2,405
     AXP12,835-685$2,405
Berkley W R Corporation 33,929 -2,043 $2,399
     WRB33,929-2,043$2,399
Invesco S&P 500 Eq Wt 14,699 -44 $2,320
     RSP14,699-44$2,320
Merck & Co 20,663 -1,325 $2,253
     MRK20,663-1,325$2,253
Procter & Gamble 15,205 -830 $2,228
     PG15,205-830$2,228
Home Depot Inc 6,314 -475 $2,188
     HD6,314-475$2,188
Paychex Inc 18,200 -965 $2,168
     PAYX18,200-965$2,168
Lowes Companies Inc 9,385 -50 $2,089
     LOW9,385-50$2,089
Cisco Systems Inc 39,677 -100 $2,004
     CSCO39,677-100$2,004
Johnson & Johnson 12,231 -195 $1,917
     JNJ12,231-195$1,917
Automatic Data Processing 8,035 -840 $1,872
     ADP8,035-840$1,872
Zoetis Inc 9,150 -50 $1,806
     ZTS9,150-50$1,806
JP Morgan Chase & Co 10,575 +150 $1,799
     JPM10,575+150$1,799
Alphabet Inc Cl C 12,675 -800 $1,786
     GOOG12,675-800$1,786
iShares Core MSCI EAFE (IEFA) 24,721 +1,304 $1,739
     IEFA24,721+1,304$1,739
Sysco Corporation 23,413 -1,675 $1,712
     SYY23,413-1,675$1,712
Chevron Corp 11,188 -700 $1,669
     CVX11,188-700$1,669
Waste Management Inc 9,220 -50 $1,651
     WM9,220-50$1,651
Bank of America Corp 47,895 -2,305 $1,613
     BAC47,895-2,305$1,613
Pepsico Inc 9,405 -350 $1,597
     PEP9,405-350$1,597
United Parcel Service Inc 9,737 UNCH $1,531
     UPS9,737UNCH$1,531
Starbucks Corp 15,660 -450 $1,504
     SBUX15,660-450$1,504
McDonalds Corp 4,785 UNCH $1,419
     MCD4,785UNCH$1,419
American Tower Corp 6,445 -400 $1,391
     AMT6,445-400$1,391
Nestle SA ADR 11,930 -750 $1,379
     NSRGY11,930-750$1,379
Blackstone Group Inc 10,480 -670 $1,372
     BX10,480-670$1,372
Becton Dickinson & Co 5,430 +25 $1,324
     BDX5,430+25$1,324
Vanguard Div Appreciation (VIG) 7,648 +50 $1,303
     VIG7,648+50$1,303
iShares Short Term Nat Muni Bd (IGSB)      $1,258
     ETF9,100-600$959
     IGSB5,828+63$299
TJX Companies Inc 13,150 -1,500 $1,234
     TJX13,150-1,500$1,234
UnitedHealth Group Inc 2,325 -300 $1,224
     UNH2,325-300$1,224
Target Corporation 8,130 +70 $1,158
     TGT8,130+70$1,158
Mondelez Intl Inc Cl A 15,312 UNCH $1,109
     MDLZ15,312UNCH$1,109
Visa Inc 4,155 -600 $1,082
     V4,155-600$1,082
Comcast Corp Class A 24,100 -1,800 $1,057
     CMCSA24,100-1,800$1,057
Essential Utilities Inc 27,586 -400 $1,030
     WTRG27,586-400$1,030
Ecolab Inc 5,170 -425 $1,025
     ECL5,170-425$1,025
ConocoPhillips 8,600 -100 $998
     COP8,600-100$998
Phillips 66 7,425 +500 $989
     PSX7,425+500$989
CSX Corp 27,890 -2,950 $967
     CSX27,890-2,950$967
RPM International 8,655 -100 $966
     RPM8,655-100$966
Valero Energy Corp 7,425 +100 $965
     VLO7,425+100$965
Cigna Corp 3,150 +3,150 $943
     COM3,150+3,150$943
Fidelity High Dividend 21,675 +1,875 $916
     FDVV21,675+1,875$916
SPDR S&P 500 (SPY) 1,875 UNCH $891
     SPY1,875UNCH$891
AbbVie Inc 5,706 -800 $884
     ABBV5,706-800$884
CVS Health Corporation 11,150 UNCH $880
     CVS11,150UNCH$880
YUM Brands Inc 6,595 UNCH $862
     YUM6,595UNCH$862
L3Harris Technologies Inc 3,590 UNCH $756
     LHX3,590UNCH$756
Intel Corp 14,874 UNCH $747
     INTC14,874UNCH$747
Vanguard REIT (VNQ) 8,410 -2,100 $743
     VNQ8,410-2,100$743
NextEra Energy Inc 12,150 +1,220 $738
     NEE12,150+1,220$738
iShares Core Moderate Allocati (AOM) 17,750 -4,695 $737
     AOM17,750-4,695$737
IdaCorp Incorporated 7,336 UNCH $721
     IDA7,336UNCH$721
Walmart Inc 4,390 UNCH $692
     WMT4,390UNCH$692
WideOpenWest Inc 167,898 UNCH $680
     WOW167,898UNCH$680
Raytheon Technologies Corp 7,976 -7 $671
     RTX7,976-7$671
Invesco Preferred 53,000 -46,208 $608
     PGX53,000-46,208$608
Colgate Palmolive Co 7,525 -275 $600
     CL7,525-275$600
iShares Russell Top 200 Growth (IWY) 3,410 +175 $598
     IWY3,410+175$598
Invesco QQQ Trust 1,435 -37 $588
     QQQ1,435-37$588
American Water Works Inc 4,405 -600 $581
     AWK4,405-600$581
Uber Technologies Inc 9,200 UNCH $566
     UBER9,200UNCH$566
DuPont de Nemours Inc 7,324 -35 $563
     DD7,324-35$563
Vanguard Short Term Bond Index (BSV) 7,010 -4,623 $540
     BSV7,010-4,623$540
iShares National Muni (MUB) 4,975 +250 $539
     MUB4,975+250$539
Lockheed Martin Corp 1,100 -175 $499
     LMT1,100-175$499
Quest Diagnostics Inc 3,600 UNCH $496
     DGX3,600UNCH$496
iShares Core Growth Allocation (AOR) 9,291 -143 $494
     AOR9,291-143$494
iShares Core S&P US Growth (IUSG) 4,555 +20 $474
     IUSG4,555+20$474
Consolidated Edison Inc 5,050 UNCH $459
     ED5,050UNCH$459
Waste Connections Inc 3,050 +765 $455
     WCN3,050+765$455
Masco Corp 6,450 -100 $432
     MAS6,450-100$432
Unilever PLC ADR 8,475 -4,940 $411
     UL8,475-4,940$411
MetLife Inc 6,000 -500 $397
     MET6,000-500$397
Clorox Company 2,725 -100 $389
     CLX2,725-100$389
Mastercard Inc 900 UNCH $384
     MA900UNCH$384
Abbott Laboratories 3,382 UNCH $372
     ABT3,382UNCH$372
T Rowe Price Capital Apprec Eq 13,450 +13,450 $372
     TCAF13,450+13,450$372
Republic Services Inc 2,250 UNCH $371
     RSG2,250UNCH$371
3M Company 3,360 +525 $367
     MMM3,360+525$367
iShares iBonds Dec 2025 Term C (IBDQ) 14,550 +14,550 $360
     IBDQ14,550+14,550$360
Laboratory Corp of America 1,555 +140 $353
     LH1,555+140$353
SPDR Portfolio High Yield Bond (SPHY) 15,000 +4,000 $351
     SPHY15,000+4,000$351
iShares iBonds Dec 2026 Term C (IBDR) 14,500 +14,500 $347
     IBDR14,500+14,500$347
UniFirst Corp 1,865 -525 $341
     UNF1,865-525$341
iShares MSCI EmergMkt Min Vol (EEMV) 5,850 -250 $325
     EEMV5,850-250$325
Union Pacific Corp 1,310 UNCH $322
     UNP1,310UNCH$322
BHP Billiton Ltd ADR 4,700 UNCH $321
     BHP4,700UNCH$321
Corning Inc 10,150 +800 $309
     GLW10,150+800$309
Elevance Health 650 UNCH $307
     ELV650UNCH$307
Vgd Consumer Discretionary 985 UNCH $300
     VCR985UNCH$300
Vgd Int Term Bond Index Fund (BIV) 3,864 -740 $295
     BIV3,864-740$295
Pfizer Inc 10,200 -4,400 $294
     PFE10,200-4,400$294
Bristol Myers Squibb Co 5,600 UNCH $287
     BMY5,600UNCH$287
Hershey Company 1,525 UNCH $284
     HSY1,525UNCH$284
Schwab US Small Cap 5,800 UNCH $274
     SCHA5,800UNCH$274
Vanguard Total Stock Mkt (VTI) 1,115 UNCH $264
     VTI1,115UNCH$264
Coca Cola Company 4,100 UNCH $242
     KO4,100UNCH$242
Verizon Communications 6,350 -1,405 $239
     VZ6,350-1,405$239
Simon Property Group 1,625 -500 $232
     SPG1,625-500$232
Danaher Corp 1,000 UNCH $231
     DHR1,000UNCH$231
Kimberly Clark Corp 1,800 UNCH $219
     KMB1,800UNCH$219
iShares MSCI EAFE Index (EFA) 2,800 +2,800 $211
     EFA2,800+2,800$211
Vanguard Info Technology (VGT) 430 +430 $208
     VGT430+430$208
Amgen Inc 715 +715 $206
     AMGN715+715$206
Honeywell International Inc 975 +975 $204
     HON975+975$204
Cigna Corp $0 (exited)
     COM0-3,150$0
Disney Walt Company $0 (exited)
     DIS0-2,762$0
Genuine Parts Co $0 (exited)
     GPC0-1,400$0
Vanguard Muni Bond $0 (exited)
     VTEB0-5,472$0
Exxon Mobil Corporation 0 -1,735 $0 (exited)
     XOM0-1,735$0

See Summary: Godshalk Welsh Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Godshalk Welsh Capital Management Inc.

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