The Analysis of Godshalk Welsh Capital Management, Inc.'s Holdings


Currently, Godshalk Welsh Capital Management, Inc. holds 131 types of securities in its portfolio with a total value $174.3M. In the most recent quarter, they have increased their positions in IBDT (+27.9K shares, valued at $710.7K), IBDV (+26.4K shares, valued at $583.7K), IBDU (+20.6K shares, valued at $482.3K); decreased their positions in WOW (-49.4K shares, valued at $254.9K), TGT (-1.8K shares, valued at $157.9K), ORCL (-545 shares, valued at $153.3K); initiated new positions in IBMS (+9.0K shares, valued at $234.7K), VLTO (+1.9K shares, valued at $207.9K), HSY (+1.1K shares, valued at $205.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT Microsoft Corporation20.3K shares-1.17%2025-09-302025-11-14history
AAPL Apple Inc33.3K shares-0.19%2025-09-302025-11-14history
ORCL Oracle Corp29.7K shares-1.80%2025-09-302025-11-14history
COST Costco Wholesale Corp5.8K shares-0.60%2025-09-302025-11-14history
INTU Intuit Inc7.5K shares-0.53%2025-09-302025-11-14history
BRK.B Berkshire Hathaway Inc Cl B9.7K shares-0.67%2025-09-302025-11-14history
GOOGL Alphabet Inc Cl A18.3K shares-0.62%2025-09-302025-11-14history
AXP American Express11.2K shares-0.53%2025-09-302025-11-14history
Sponsored
WRB WR Berkley Corp45.9K shares-0.38%2025-09-302025-11-14history
IWM iShares Russell 2000 Index12.8K shares0.00%2025-09-302025-11-14history
JPM JP Morgan Chase & Co9.7K shares-2.17%2025-09-302025-11-14history
GMED Globus Medical Inc A50.0K shares0.00%2025-09-302025-11-14history
GOOG Alphabet Inc Cl C11.3K shares0.00%2025-09-302025-11-14history
RSP Invesco S&P 500 Eq Wt14.1K shares0.98%2025-09-302025-11-14history
IBDT iShares iBonds Dec 2028 Term C101.6K shares37.76%2025-09-302025-11-14history
CSCO Cisco Systems Inc37.4K shares-0.07%2025-09-302025-11-14history
Sponsored
IBDS iShares iBonds Dec 2027 Term C101.8K shares19.01%2025-09-302025-11-14history
IEFA iShares Core MSCI EAFE27.7K shares1.37%2025-09-302025-11-14history
ADP Automatic Data Processing8.0K shares-0.44%2025-09-302025-11-14history
BAC Bank of America Corp45.2K shares-0.22%2025-09-302025-11-14history
HD Home Depot Inc5.7K shares0.00%2025-09-302025-11-14history
JNJ Johnson & Johnson12.0K shares-0.54%2025-09-302025-11-14history
PG Procter & Gamble14.3K shares-0.62%2025-09-302025-11-14history
PAYX Paychex Inc17.4K shares0.00%2025-09-302025-11-14history
Sponsored
FDVV Fidelity High Dividend36.1K shares8.00%2025-09-302025-11-14history
WM Waste Management Inc8.8K shares0.00%2025-09-302025-11-14history
LOW Lowes Companies Inc7.7K shares0.00%2025-09-302025-11-14history
IBDR iShares iBonds Dec 2026 Term C77.2K shares19.24%2025-09-302025-11-14history
SYY Sysco Corporation22.7K shares0.00%2025-09-302025-11-14history
TJX TJX Companies Inc12.5K shares-1.46%2025-09-302025-11-14history
BX Blackstone Group Inc10.1K shares-0.25%2025-09-302025-11-14history
TCAF T Rowe Price Capital Apprec Eq45.0K shares11.24%2025-09-302025-11-14history
Sponsored
CVX Chevron Corp10.4K shares0.00%2025-09-302025-11-14history
IBDU iShares iBonds Dec 2029 Term C66.5K shares44.77%2025-09-302025-11-14history
SUB iShares Short Term Nat Muni Bd13.6K shares0.00%2025-09-302025-11-14history
VIG Vanguard Div Appreciation6.6K shares0.12%2025-09-302025-11-14history
RTX RTX Corp8.2K shares0.00%2025-09-302025-11-14history
ECL Ecolab Inc5.0K shares-1.95%2025-09-302025-11-14history
WMT Walmart Inc13.3K shares5.42%2025-09-302025-11-14history
V Visa Inc3.7K shares-0.27%2025-09-302025-11-14history
Sponsored
MCD McDonalds Corp4.1K shares-0.36%2025-09-302025-11-14history
SPY SPDR S&P 5001.9K shares0.00%2025-09-302025-11-14history
VLO Valero Energy Corp7.3K shares0.00%2025-09-302025-11-14history
ABBV AbbVie Inc5.3K shares0.00%2025-09-302025-11-14history
UBER Uber Technologies Inc12.3K shares5.90%2025-09-302025-11-14history
MUB iShares National Muni11.3K shares0.00%2025-09-302025-11-14history
ZTS Zoetis Inc8.1K shares-0.12%2025-09-302025-11-14history
PEP Pepsico Inc8.3K shares-4.75%2025-09-302025-11-14history
Sponsored
BDX Becton Dickinson & Co6.2K shares-0.16%2025-09-302025-11-14history
AMT American Tower Corp6.0K shares0.67%2025-09-302025-11-14history
SBUX Starbucks Corp13.5K shares0.37%2025-09-302025-11-14history
GLW Corning Inc13.7K shares3.02%2025-09-302025-11-14history
TSM Taiwan Semiconductor Mfg ADR3.9K shares0.00%2025-09-302025-11-14history
LHX L3Harris Technologies Inc3.4K shares0.00%2025-09-302025-11-14history
MRK Merck & Co12.4K shares-5.00%2025-09-302025-11-14history
RPM RPM International8.6K shares0.00%2025-09-302025-11-14history
Sponsored
Nestle SA ADR Nestle SA ADR10.8K shares-4.42%2025-09-302025-11-14history
IWY iShares Russell Top 200 Growth3.6K shares0.00%2025-09-302025-11-14history
YUM YUM! Brands Inc6.5K shares-0.23%2025-09-302025-11-14history
IDA IdaCorp Incorporated7.3K shares0.00%2025-09-302025-11-14history
PSX Phillips 667.1K shares0.00%2025-09-302025-11-14history
CSX CSX Corp25.9K shares0.00%2025-09-302025-11-14history
WTRG Essential Utilities Inc23.0K shares0.00%2025-09-302025-11-14history
AOM iShares Core Moderate Allocati17.8K shares0.03%2025-09-302025-11-14history
Sponsored
IBDV iShares iBonds Dec 2030 Term C38.1K shares224.26%2025-09-302025-11-14history
IBDQ iShares iBonds Dec 2025 Term C33.4K shares7.93%2025-09-302025-11-14history
IBMP iShares iBonds Dec 2027 Term M32.3K shares16.40%2025-09-302025-11-14history
COP ConocoPhillips8.7K shares0.00%2025-09-302025-11-14history
MDLZ Mondelez Intl Inc Cl A13.1K shares0.00%2025-09-302025-11-14history
CI Cigna Corp2.7K shares-3.63%2025-09-302025-11-14history
NEE NextEra Energy Inc10.0K shares-6.54%2025-09-302025-11-14history
IBMQ iShares iBonds Dec 2028 Term M29.3K shares13.79%2025-09-302025-11-14history
Sponsored
QQQ Invesco QQQ Trust1.2K shares-3.89%2025-09-302025-11-14history
IBMO iShares iBonds Dec 2026 Term M28.5K shares18.75%2025-09-302025-11-14history
VNQ Vanguard REIT7.9K shares6.01%2025-09-302025-11-14history
IUSG iShares Core S&P US Growth4.3K shares0.00%2025-09-302025-11-14history
UNH UnitedHealth Group Inc2.0K shares0.00%2025-09-302025-11-14history
SPHY SPDR Portfolio High Yield Bond27.8K shares3.74%2025-09-302025-11-14history
DGX Quest Diagnostics Inc3.3K shares0.00%2025-09-302025-11-14history
WCN Waste Connections Inc3.5K shares-0.43%2025-09-302025-11-14history
Sponsored
IBMR iShares iBonds Dec 2029 Term M23.8K shares150.53%2025-09-302025-11-14history
AOR iShares Core Growth Allocation9.4K shares0.15%2025-09-302025-11-14history
HON Honeywell International Inc2.8K shares0.00%2025-09-302025-11-14history
MMM 3M Co3.8K shares0.00%2025-09-302025-11-14history
CL Colgate-Palmolive Co7.2K shares4.15%2025-09-302025-11-14history
LMT Lockheed Martin Corp1.1K shares0.00%2025-09-302025-11-14history
MA Mastercard Inc960 shares0.00%2025-09-302025-11-14history
EEMV iShares MSCI EmergMkt Min Vol7.8K shares0.00%2025-09-302025-11-14history
Sponsored
PGX Invesco Preferred40.9K shares0.00%2025-09-302025-11-14history
MET MetLife Inc5.5K shares0.00%2025-09-302025-11-14history
LH Labcorp Hldgs Inc.1.6K shares0.00%2025-09-302025-11-14history
AWK American Water Works Inc3.2K shares0.00%2025-09-302025-11-14history
ADBE Adobe Systems Inc1.2K shares0.00%2025-09-302025-11-14history
ABT Abbott Laboratories3.1K shares0.00%2025-09-302025-11-14history
ED Consolidated Edison Inc4.2K shares0.00%2025-09-302025-11-14history
TGT Target Corporation4.6K shares-27.48%2025-09-302025-11-14history
Sponsored
EBAY eBay Inc4.3K shares0.00%2025-09-302025-11-14history
RSG Republic Services Inc1.7K shares0.00%2025-09-302025-11-14history
VCR Vgd Consumer Discretionary960 shares0.00%2025-09-302025-11-14history
EFA iShares MSCI EAFE Index4.0K shares0.00%2025-09-302025-11-14history
AMGN Amgen Inc1.2K shares0.00%2025-09-302025-11-14history
MAS Masco Corp4.9K shares0.00%2025-09-302025-11-14history
DD DuPont de Nemours Inc4.2K shares-26.73%2025-09-302025-11-14history
VTI Vanguard Total Stock Mkt1.0K shares0.00%2025-09-302025-11-14history
Sponsored
CAVA Cava Group Inc5.4K shares0.00%2025-09-302025-11-14history
VGT Vanguard Info Technology430 shares0.00%2025-09-302025-11-14history
UNP Union Pacific Corp1.3K shares0.00%2025-09-302025-11-14history
CLX Clorox Company2.3K shares-4.12%2025-09-302025-11-14history
XOM Exxon Mobil Corp2.5K shares4.12%2025-09-302025-11-14history
IBM IBM Corp1.0K shares0.00%2025-09-302025-11-14history
IBMN iShares iBonds Dec 2025 Term M10.0K shares17.65%2025-09-302025-11-14history
BIV Vgd Int Term Bond Index Fund3.4K shares-8.01%2025-09-302025-11-14history
Sponsored
NOK Applied Materials Inc1.3K shares-1.16%2025-09-302025-11-14history
KO Coca-Cola Company3.9K shares0.00%2025-09-302025-11-14history
ABNB Airbnb Inc2.1K shares6.75%2025-09-302025-11-14history
BSV Vanguard Short Term Bond Index3.1K shares-32.32%2025-09-302025-11-14history
SCHA Schwab US Small Cap8.8K shares0.00%2025-09-302025-11-14history
BHP BHP Billiton Ltd ADR4.3K shares0.00%2025-09-302025-11-14history
STN Stantec Inc2.2K shares0.00%2025-09-302025-11-14history
SO Southern Company2.5K shares0.00%2025-09-302025-11-14history
Sponsored
IBMS iShares iBonds Dec 2030 Term M9.0K sharesnew addition2025-09-302025-11-14history
CTVA Corteva Inc3.3K shares0.00%2025-09-302025-11-14history
MKL Markel Corp112 shares8.74%2025-09-302025-11-14history
SPG Simon Property Group1.1K shares-26.23%2025-09-302025-11-14history
CB Chubb Limited740 shares0.00%2025-09-302025-11-14history
VLTO Veralto Corp1.9K sharesnew addition2025-09-302025-11-14history
HSY Hershey Company1.1K sharesnew addition2025-09-302025-11-14history
CMCSA Comcast Corp Class A6.4K shares-18.39%2025-09-302025-11-14history
Sponsored
ELV Elevance Health625 shares-3.85%2025-09-302025-11-14history
HLT Hilton Worldwide Hldgs775 shares0.00%2025-09-302025-11-14history
WOW WideOpenWest Inc21.5K shares-69.68%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available