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  Name: Godshalk Welsh Capital Management Inc.
  City: RADNOR
  State: PA
  Zip: 19087
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $139,197,000
  Total Value Change : $6,741,000
  Securities Held Change : 3
   
All Securities Held : 117
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 22
  Unchanged Positions : 30
  Decreased Positions : 60

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 22     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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)1 Year Chart         ORCL Oracle Corp 7 - $123.50 $3,525,000 33,435 2.53% -7,000 90 0.001    Application Software
   (IWM)1 Year Chart         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)1 Year Chart         JPM JP Morgan Chase & Co 22 - $204.79 $1,799,000 10,575 1.29% 287,000 150 0    Domestic Money Center...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 24 - $0.00 $1,739,000 24,721 1.25% 232,000 1,304 0    N/A
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 36 - $236.30 $1,324,000 5,430 0.95% -73,000 25 0.002    Medical Instruments &...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 37 - $184.06 $1,303,000 7,648 0.94% 122,000 50 0.002    Closed - End Fund - Debt
   (TGT)1 Year Chart         TGT Target Corp 40 - $160.13 $1,158,000 8,130 0.83% 267,000 70 0.002    Discount, Variety Stores
   (PSX)1 Year Chart         PSX Phillips 66 47 - $147.08 $989,000 7,425 0.71% 157,000 500 0.002    Oil & Gas Refining, P...
   (VLO)1 Year Chart         VLO Valero Energy Corp 50 - $166.06 $965,000 7,425 0.69% -73,000 100 0.002    Oil & Gas Refining, P...
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 52 - $0.00 $916,000 21,675 0.66% 152,000 1,875 0.112    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 60 - $76.09 $738,000 12,150 0.53% 112,000 1,220 0.001    Electric Utilities
   (IWY)1 Year Chart         IWY iShares Trust 68 - $199.65 $598,000 3,410 0.43% 100,000 175 0.004    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 74 - $106.61 $539,000 4,975 0.39% 54,000 250 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 78 - $119.55 $474,000 4,555 0.34% 44,000 20 0.001    Closed - End Fund - E...
   (BIN)1 Year Chart         BIN Waste Connections, Inc 80 - $167.59 $455,000 3,050 0.33% 148,000 765 0.001    Waste Management
   (MMM)1 Year Chart         MMM 3M Co 89 - $105.26 $367,000 3,360 0.26% 102,000 525 0.001    Conglomerates
   (LH)1 Year Chart         LH Laboratory Corp of America 91 - $210.59 $353,000 1,555 0.25% 69,000 140 0.002    Medical Laboratories ...
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 92 - $23.28 $351,000 15,000 0.25% 104,000 4,000 0.017    N/A
   (GLW)1 Year Chart         GLW Corning Inc 98 - $35.35 $309,000 10,150 0.22% 24,000 800 0.001    Communication Equipment
   (CSJ)1 Year Chart         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)1 Year Chart         VGT Vanguard I T VIPERS 114 - $532.55 $208,000 430 0.15% 208,000 430 0    Closed - End Fund - E...
   (HON)1 Year Chart         HON Honeywell International Inc 116 - $205.97 $204,000 975 0.15% 204,000 975 0    Conglomerates

      22 Records Found
  1    
Page 1 of 1
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