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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Godshalk Welsh Capital Management Inc
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|---|---|
| CRD # | 106410 |
| SEC # | 801-39857 |
| CIK # | 0001631775 |
| AUM | $275.5 M (2025-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-971-0202 |
| Address | 170 N Radnor Chester Rd Radnor, PA 19087-5221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.2 | ||
| Apple Inc | 6.9 | ||
| Oracle Corp | 6.6 | ||
| Intuit Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| American Express Co | 3.6 | ||
| Berkley W R Corp | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| Globus Medical Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 16.1 |
| (b) Individuals (high net worth individuals) | 73 | 250.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.3 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 275.5 |
| By Discretionary | ||
| Discretionary | 260 | 275.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 260 | 275.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.5 | |
| Total | 260 | 275.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631775] |
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