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Godshalk Welsh Capital Management, Inc.13F | |
| Godshalk Welsh Capital Management, Inc. | |
| Last update 2025-05-15 | 121 Stocks (5 new) |
| Value $153.00 Mil | Turnover 2 % |
Godshalk Welsh Capital Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 21,434 | 8,046.1 | -0.98% | 5.260 | -0.06% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
AAPL | Apple Inc | 35,977 | 7,991.6 | -2.92% | 5.230 | -0.18% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
COST | Costco Wholesale Corp | 6,131 | 5,798.6 | -3.05% | 3.790 | -0.11% | 0.000 | +1.88% | +7.44% | 435,534.4 | Retail - Defensive | |
BRK.B | Berkshire Hathaway Inc | 10,063 | 5,359.4 | +0.60% | 3.510 | +0.02% | 0.000 | -8.15% | +5.65% | 1,033,828.1 | Insurance | |
INTU | Intuit Inc | 7,730 | 4,746.1 | -0.99% | 3.100 | -0.03% | 0.000 | +29.25% | +22.87% | 214,674.8 | Software | |
ORCL | Oracle Corp | 30,695 | 4,291.5 | 0% | 2.810 | 0% | 0.000 | +69.42% | +42.37% | 662,350.9 | Software | |
GMED | Globus Medical Inc | 50,000 | 3,660.0 | -9.09% | 2.390 | -0.27% | 0.040 | -22.85% | -30.71% | 7,758.6 | Medical Devices & Instruments | |
WRB | WR Berkley Corp | 47,909 | 3,409.2 | -1.08% | 2.230 | -0.02% | 0.010 | +5.05% | +20.30% | 26,460.1 | Insurance | |
AXP | American Express Co | 11,470 | 3,086.0 | -2.49% | 2.020 | -0.06% | 0.000 | +21.27% | +7.81% | 222,331.9 | Credit Services | |
GOOGL | Alphabet Inc | 19,470 | 3,010.8 | -1.64% | 1.970 | -0.04% | 0.000 | +11.42% | -6.48% | 2,148,917.1 | Interactive Media |
Godshalk Welsh Capital Management, Inc.'s Historical Top Holdings Breakdowns
Godshalk Welsh Capital Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.36% | 22.61 ($22.93) 23.14 | $23.20 | 1.18% | New holding | 23,650 | 23,650 | |
GMED | Globus Medical Inc | 2025-03-31 | Reduce Reduce | -0.27% | 69.68 ($82.63) 93.32 | $57.31 | -30.64% | Reduce -9.09% | 50,000 | -5,000 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Add Add | +0.27% | 24.79 ($25.06) 25.26 | $25.30 | 0.96% | Add 38.82% | 57,750 | 16,150 | |
RSG | Republic Services Inc | 2025-03-31 | Sold Out Sold Out | -0.23% | 200.09 ($224.22) 242.16 | $240.51 | 7.27% | Sold Out | 0 | -1,800 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Add Add | +0.22% | 23.9 ($24.05) 24.18 | $24.16 | 0.46% | Add 23.85% | 72,700 | 14,000 | |
IBMP |
iShares iBonds Dec 2027 Term Muni Bond ETF
iShares iBonds Dec 2027 Term Muni Bond ETF
| 2025-03-31 | New Buy New Buy | +0.22% | 25.1 ($25.24) 25.34 | $25.36 | 0.50% | New holding | 13,250 | 13,250 | |
IBMQ |
iShares iBonds Dec 2028 Term Muni Bond ETF
iShares iBonds Dec 2028 Term Muni Bond ETF
| 2025-03-31 | New Buy New Buy | +0.19% | 25.08 ($25.26) 25.39 | $25.43 | 0.67% | New holding | 11,250 | 11,250 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.18% | 209.68 ($231.67) 247.1 | $211.14 | -8.86% | Reduce -2.92% | 35,977 | -1,084 | |
XOM | Exxon Mobil Corp | 2025-03-31 | New Buy New Buy | +0.15% | 105.44 ($110.59) 118.93 | $113.80 | 2.90% | New holding | 1,885 | 1,885 | |
KMB | Kimberly-Clark Corp | 2025-03-31 | Sold Out Sold Out | -0.14% | 124.46 ($134.75) 147.4 | $131.49 | -2.42% | Sold Out | 0 | -1,600 |
Godshalk Welsh Capital Management, Inc. Total Holding History ($B)
Godshalk Welsh Capital Management, Inc.'s Asset Allocation
Godshalk Welsh Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Godshalk Welsh Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Godshalk Welsh Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Godshalk Welsh Capital Management, Inc.'s Holdings Heat Map
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Godshalk Welsh Capital Management, Inc.'s Holdings Bubble Chart
Godshalk Welsh Capital Management, Inc. News
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