Godshalk Welsh Capital Management, Inc. Purchases in Q1 2025

Godshalk Welsh Capital Management, Inc.

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 0.6%
$442.66 - $534.52 $26.6K - $32.1K
10.1K $5.36M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.7K
New
$22.61 - $23.14 $535K - $547K
23.7K $547K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.2K
+ 38.82%
$24.79 - $25.26 $400K - $408K
57.8K $1.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14K
+ 23.85%
$23.9 - $24.18 $335K - $339K
72.7K $1.76M
IBMP
Ishares Tr Ibonds December 202

ETFs
13.3K
New
$25.1 - $25.34 $333K - $336K
13.3K $334K
JNJ
Johnson & Johnson

Healthcare
185
+ 1.51%
$142.06 - $167.7 $26.3K - $31K
12.4K $2.06M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.3K
New
$25.08 - $25.39 $282K - $286K
11.3K $284K
ADP
Automatic Data Processing Inc

Industrials
436
+ 5.66%
$286.85 - $318.64 $125K - $139K
8.15K $2.49M
XOM
Exxon Mobil Corp

Energy
1.89K
New
$105.44 - $118.93 $199K - $224K
1.89K $224K
CTVA
Corteva, Inc.

Basic Materials
3.25K
New
$55.94 - $66.15 $182K - $215K
3.25K $204K
ADBE
Adobe Inc.

Technology
500
+ 98.04%
$377.84 - $464.11 $189K - $232K
1.01K $387K
UBER
Uber Technologies, Inc

Technology
565
+ 6.14%
$63.17 - $81.49 $35.7K - $46K
9.77K $711K
IEFA
Ishares Tr

ETFs
75
+ 0.27%
$69.57 - $78.65 $5.22K - $5.9K
27.8K $2.11M
COP
Conocophillips

Energy
430
+ 5.06%
$88.6 - $105.85 $38.1K - $45.5K
8.93K $937K
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 0.12%
$91.75 - $115.81 $1.38K - $1.74K
12.6K $1.24M
PSX
Phillips 66

Energy
50
+ 0.71%
$113.93 - $131.55 $5.7K - $6.58K
7.13K $879K
AMGN
Amgen Inc

Healthcare
25
+ 2.14%
$258.59 - $327.36 $6.46K - $8.18K
1.2K $372K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 0.79%
$158.56 - $176.26 $18.2K - $20.3K
14.8K $2.52M
FDVV
Fidelity High Dividend ETF

ETFs
1.4K
+ 4.57%
$48.86 - $52.28 $68.4K - $73.2K
32K $1.59M
SUB
Ishares Short Term National Mu

ETFs
225
+ 1.64%
$105.3 - $106.24 $23.7K - $23.9K
13.9K $1.47M
MUB
Ishares National Muni Bond ETF

ETFs
350
+ 3.2%
$104.71 - $107.69 $36.6K - $37.7K
11.3K $1.19M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
650
+ 2.5%
$25.05 - $25.16 $16.3K - $16.4K
26.7K $671K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
54
+ 1.23%
$73.78 - $76.59 $3.98K - $4.14K
4.45K $340K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
63
+ 1.18%
$76.94 - $78.28 $4.85K - $4.93K
5.41K $423K
AOM
Ishares Tr Core Moderate Alloc

ETFs
25
+ 0.14%
$42.93 - $44.71 $1.07K - $1.12K
17.8K $780K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 0.33%
N/A
7.19K $1.31M
T Rowe Price Capital Apprec Eq
150
+ 0.38%
N/A
39.4K $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25
+ 0.09%
$23.32 - $23.84 $583 - $596
26.8K $626K
PEP
Pepsico Inc

Consumer Defensive
110
+ 1.15%
$142.64 - $156.42 $15.7K - $17.2K
9.64K $1.45M
GLW
Corning Inc

Technology
75
+ 0.56%
$44.91 - $54.25 $3.37K - $4.07K
13.4K $612K
RSP
Invesco S&P 500 Equal Weight E

ETFs
51
+ 0.35%
$169.43 - $182.84 $8.64K - $9.32K
14.6K $2.53M
IWY
Ishares Tr Russell 200 Growth

ETFs
50
+ 1.41%
$210.19 - $243.33 $10.5K - $12.2K
3.59K $756K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 0.63%
$165.25 - $224.62 $4.13K - $5.62K
3.98K $660K
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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