Godshalk Welsh Capital Management, Inc. Purchases in Q3 2024

Godshalk Welsh Capital Management, Inc.

  • $155 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.34K
New
$434.77 - $502.96 $580K - $671K
1.34K $651K
FDVV
Fidelity High Dividend ETF

ETFs
3.98K
+ 15.99%
$46.26 - $50.65 $184K - $201K
28.8K $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
251
+ 2.0%
$200.87 - $224.6 $50.4K - $56.4K
12.8K $2.83M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.8K
+ 42.61%
$23.63 - $24.42 $255K - $264K
36.2K $880K
ERIE
Erie Indemnity CO

Financial Services
500
New
$356.56 - $544.84 $178K - $272K
500 $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
111
+ 0.77%
$162.83 - $179.16 $18.1K - $19.9K
14.4K $2.59M
IEFA
Ishares Tr

ETFs
1.15K
+ 4.41%
$70.09 - $78.74 $80.9K - $90.9K
27.3K $2.13M
SO
Southern CO

Utilities
2.5K
New
$77.0 - $90.52 $193K - $226K
2.5K $225K
SUB
Ishares Short Term National Mu

ETFs
1.95K
+ 18.84%
$104.3 - $106.3 $203K - $207K
12.3K $1.31M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.7K
New
$24.62 - $25.59 $214K - $223K
8.7K $222K
MUB
Ishares National Muni Bond ETF

ETFs
1.85K
+ 26.06%
$106.13 - $108.7 $196K - $201K
8.95K $972K
BMY
Bristol Myers Squibb CO

Healthcare
4K
New
$39.66 - $51.75 $159K - $207K
4K $207K
APO
Apollo Global Management, Inc.

Financial Services
1.66K
New
$99.16 - $125.81 $164K - $208K
1.66K $206K
GLW
Corning Inc

Technology
3.15K
+ 39.62%
$37.76 - $46.2 $119K - $146K
11.1K $501K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.9K
+ 25.69%
$23.75 - $23.75 $188K - $188K
38.7K $917K
VNQ
Vanguard Specialized Funds Van

ETFs
550
+ 7.06%
$82.97 - $98.97 $45.6K - $54.4K
8.34K $811K
WRB
Berkley W R Corp

Financial Services
15.6K
+ 46.18%
$51.54 - $79.62 $802K - $1.24M
49.3K $2.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.8K
+ 26.67%
$23.04 - $24.06 $111K - $115K
22.8K $548K
AOR
Ishares Tr Core Growth Allocat

ETFs
774
+ 8.32%
$55.15 - $59.31 $42.7K - $45.9K
10.1K $596K
MA
Mastercard Inc

Financial Services
46
+ 5.03%
$429.6 - $500.99 $19.8K - $23K
960 $474K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.6K
+ 11.58%
$24.78 - $25.11 $64.4K - $65.3K
25.1K $628K
EEMV
Ishares Msci Emerging Markets

ETFs
500
+ 7.58%
$56.77 - $63.31 $28.4K - $31.7K
7.1K $445K
AMGN
Amgen Inc

Healthcare
150
+ 15.08%
$309.38 - $337.38 $46.4K - $50.6K
1.15K $368K
IWY
Ishares Tr Russell 200 Growth

ETFs
150
+ 4.5%
$194.66 - $225.97 $29.2K - $33.9K
3.49K $766K
EFA
Ishares Tr Msci Eafe ETF

ETFs
200
+ 5.26%
$75.32 - $84.37 $15.1K - $16.9K
4K $334K
LH
Laboratory Corp Of America Holdings

Healthcare
15
+ 0.95%
$199.35 - $236.0 $2.99K - $3.54K
1.6K $356K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
209
+ 5.25%
$74.26 - $78.84 $15.5K - $16.5K
4.19K $328K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 2.59%
$147.95 - $191.05 $14.8K - $19.1K
3.96K $686K
T Rowe Price Capital Apprec Eq
8.75K
+ 31.28%
N/A
36.7K $0
Veralto Corp
1.95K
New
N/A
1.95K $0
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.14%
$182.15 - $182.15 $1.82K - $1.82K
7.23K $1.32M
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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