Godshalk Welsh Capital Management, Inc.
Godshalk Welsh Capital Management, Inc. is an investment advisory firm headquartered in Radnor, Pennsylvania, United States. The firm is registered with the SEC under CRD #106410 and serves individual and high net worth clients as well as pension and profit sharing plans. Founded prior to 2011, it maintains a small staff of 2 employees and manages assets across discretionary accounts. Their primary clientele resides in the United States.
Investment Strategy
Godshalk Welsh Capital Management, Inc. employs a discretionary investment advisory strategy, focusing on portfolio management for individuals, high net worth individuals, and institutional retirement plans. The firm builds diversified portfolios, investing in a range of equities across sectors, including technology, healthcare, consumer goods, and financial services, with top holdings such as Microsoft, Apple, Intuit, and Procter & Gamble. It emphasizes long-term growth and risk management tailored to client objectives.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 6.30% | $10.2M | 20,570 | $47.60 | $497.41 | +$2.2M |
A AAPL | Apple Inc | 4.22% | $6.9M | 33,392 | $32.06 | $205.17 | -$1.1M |
O ORCL | Oracle Corp | 4.08% | $6.6M | 30,270 | $47.45 | $218.63 | +$2.3M |
I INTU | Intuit Inc | 3.65% | $5.9M | 7,515 | $96.43 | $787.63 | +$1.2M |
C COST | Costco Wholesale Corp | 3.54% | $5.8M | 5,813 | $157.74 | $989.94 | -$44.1K |