GW

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 %
Countries:
Top Holdings: MSFT(5.26%)AAPL(5.23%)COST(3.79%)BRK.B(3.51%)INTU(3.10%)
Summary Stock Picks Current Portfolio
Godshalk Welsh Capital Managem... Top Holdings of 2025-03-31 View Full List
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
+18.73%
+12.03%
3,496,120.0
Software
AAPL 		Apple Inc
35,977
7,991.6
-2.92%
5.230
-0.18%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
COST 		Costco Wholesale Corp
6,131
5,798.6
-3.05%
3.790
-0.11%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
BRK.B 		Berkshire Hathaway Inc
10,063
5,359.4
+0.60%
3.510
+0.02%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
INTU 		Intuit Inc
7,730
4,746.1
-0.99%
3.100
-0.03%
0.000
+27.47%
+23.18%
215,229.9
Software
ORCL 		Oracle Corp
30,695
4,291.5
0%
2.810
0%
0.000
+15.70%
+5.06%
487,992.8
Software
GMED 		Globus Medical Inc
50,000
3,660.0
-9.09%
2.390
-0.27%
0.040
-21.48%
-27.55%
8,111.9
Medical Devices & Instruments
WRB 		WR Berkley Corp
47,909
3,409.2
-1.08%
2.230
-0.02%
0.010
+19.38%
+26.99%
28,155.8
Insurance
AXP 		American Express Co
11,470
3,086.0
-2.49%
2.020
-0.06%
0.000
+10.10%
+2.49%
211,907.1
Credit Services
GOOGL 		Alphabet Inc
19,470
3,010.8
-1.64%
1.970
-0.04%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media

Godshalk Welsh Capital Management, Inc.'s Historical Top Holdings Breakdowns

Godshalk Welsh Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2025-03-31New Buy
+0.36%
●
22.61 ($22.93) 23.14
$23.00
0.31%
New holding
23,650
23,650
GMED 		Globus Medical Inc2025-03-31Reduce
-0.27%
●
69.68 ($82.63) 93.32
$59.92
-27.48%
Reduce -9.09%
50,000
-5,000
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF2025-03-31Add
+0.27%
●
24.79 ($25.06) 25.26
$25.14
0.32%
Add 38.82%
57,750
16,150
RSG 		Republic Services Inc2025-03-31Sold Out
-0.23%
●
200.09 ($224.22) 242.16
$252.97
12.82%
Sold Out
0
-1,800
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF2025-03-31Add
+0.22%
●
23.9 ($24.05) 24.18
$24.09
0.17%
Add 23.85%
72,700
14,000
IBMP 		iShares iBonds Dec 2027 Term Muni Bond ETF2025-03-31New Buy
+0.22%
●
25.1 ($25.24) 25.34
$25.23
-0.06%
New holding
13,250
13,250
IBMQ 		iShares iBonds Dec 2028 Term Muni Bond ETF2025-03-31New Buy
+0.19%
●
25.08 ($25.26) 25.39
$25.24
-0.08%
New holding
11,250
11,250
AAPL 		Apple Inc2025-03-31Reduce
-0.18%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -2.92%
35,977
-1,084
XOM 		Exxon Mobil Corp2025-03-31New Buy
+0.15%
●
105.44 ($110.59) 118.93
$104.27
-5.71%
New holding
1,885
1,885
KMB 		Kimberly-Clark Corp2025-03-31Sold Out
-0.14%
●
124.46 ($134.75) 147.4
$133.55
-0.89%
Sold Out
0
-1,600

Godshalk Welsh Capital Management, Inc. Total Holding History ($B)

To

Godshalk Welsh Capital Management, Inc.'s Asset Allocation

To

Godshalk Welsh Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Godshalk Welsh Capital Management, Inc.'s Holdings Bubble Chart

Godshalk Welsh Capital Management, Inc. News

  • 1

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