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Name: |
Godshalk Welsh Capital Management Inc. |
City: |
RADNOR |
State: |
PA |
Zip: |
19087 |
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Holdings
Found :
22 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
ORCL |
Oracle Corp |
7 |
- |
$123.50 |
$3,525,000 |
33,435 |
2.53% |
-7,000 |
90 |
0.001 |
Application Software |
|
IWM |
iShares Tr Russell 2000 Indx |
9 |
- |
$208.08 |
$2,451,000 |
12,211 |
1.76% |
372,000 |
450 |
0 |
Closed - End Fund - E... |
|
JPM |
JP Morgan Chase & Co |
22 |
- |
$204.79 |
$1,799,000 |
10,575 |
1.29% |
287,000 |
150 |
0 |
Domestic Money Center... |
|
IEFA |
Ishares Core Msci Eafe |
24 |
- |
$0.00 |
$1,739,000 |
24,721 |
1.25% |
232,000 |
1,304 |
0 |
N/A |
|
BDX |
Becton Dickinson & Co |
36 |
- |
$236.30 |
$1,324,000 |
5,430 |
0.95% |
-73,000 |
25 |
0.002 |
Medical Instruments &... |
|
VIG |
Vanguard Dividend Appreciat... |
37 |
- |
$184.06 |
$1,303,000 |
7,648 |
0.94% |
122,000 |
50 |
0.002 |
Closed - End Fund - Debt |
|
TGT |
Target Corp |
40 |
- |
$160.13 |
$1,158,000 |
8,130 |
0.83% |
267,000 |
70 |
0.002 |
Discount, Variety Stores |
|
PSX |
Phillips 66 |
47 |
- |
$147.08 |
$989,000 |
7,425 |
0.71% |
157,000 |
500 |
0.002 |
Oil & Gas Refining, P... |
|
VLO |
Valero Energy Corp |
50 |
- |
$166.06 |
$965,000 |
7,425 |
0.69% |
-73,000 |
100 |
0.002 |
Oil & Gas Refining, P... |
|
FDVV |
Fidelity High Dividend Etf |
52 |
- |
$0.00 |
$916,000 |
21,675 |
0.66% |
152,000 |
1,875 |
0.112 |
N/A |
|
NEE |
NextEra Energy |
60 |
- |
$76.09 |
$738,000 |
12,150 |
0.53% |
112,000 |
1,220 |
0.001 |
Electric Utilities |
|
IWY |
iShares Trust |
68 |
- |
$199.65 |
$598,000 |
3,410 |
0.43% |
100,000 |
175 |
0.004 |
N/A |
|
MUB |
iShares S&P National Munici... |
74 |
- |
$106.61 |
$539,000 |
4,975 |
0.39% |
54,000 |
250 |
0 |
Closed - End Fund - E... |
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IWZ |
iShares Russell 3000 Growth |
78 |
- |
$119.55 |
$474,000 |
4,555 |
0.34% |
44,000 |
20 |
0.001 |
Closed - End Fund - E... |
|
BIN |
Waste Connections, Inc |
80 |
- |
$167.59 |
$455,000 |
3,050 |
0.33% |
148,000 |
765 |
0.001 |
Waste Management |
|
MMM |
3M Co |
89 |
- |
$105.26 |
$367,000 |
3,360 |
0.26% |
102,000 |
525 |
0.001 |
Conglomerates |
|
LH |
Laboratory Corp of America |
91 |
- |
$210.59 |
$353,000 |
1,555 |
0.25% |
69,000 |
140 |
0.002 |
Medical Laboratories ... |
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
92 |
- |
$23.28 |
$351,000 |
15,000 |
0.25% |
104,000 |
4,000 |
0.017 |
N/A |
|
GLW |
Corning Inc |
98 |
- |
$35.35 |
$309,000 |
10,150 |
0.22% |
24,000 |
800 |
0.001 |
Communication Equipment |
|
CSJ |
iShares Barclays 1-3 Year C... |
101 |
- |
$51.11 |
$299,000 |
5,828 |
0.21% |
12,000 |
63 |
0.001 |
Closed - End Fund - E... |
|
VGT |
Vanguard I T VIPERS |
114 |
- |
$532.55 |
$208,000 |
430 |
0.15% |
208,000 |
430 |
0 |
Closed - End Fund - E... |
|
HON |
Honeywell International Inc |
116 |
- |
$205.97 |
$204,000 |
975 |
0.15% |
204,000 |
975 |
0 |
Conglomerates |
|