$73.5 Million is the total value of WEST CHESTER CAPITAL ADVISORS, INC's 68 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $599,000 | – | 490 | +100.0% | 0.82% | – |
| HD | New | HOME DEPOT INC | $325,000 | – | 1,399 | +100.0% | 0.44% | – |
| PFE | New | PFIZER INC | $216,000 | – | 6,007 | +100.0% | 0.29% | – |
| LIN | New | LINDE PLC | $204,000 | – | 1,055 | +100.0% | 0.28% | – |
| SEIC | New | SEI INVESTMENTS CO | $201,000 | – | 3,400 | +100.0% | 0.27% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERISERV FINL INC | 36 | Q3 2023 | 5.7% |
| ALTRIA GROUP INC | 36 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 36 | Q3 2023 | 2.4% |
| BRISTOL-MYERS SQUIBB CO | 36 | Q3 2023 | 2.3% |
| FNB CORP PA | 36 | Q3 2023 | 1.4% |
| APPLE INC | 34 | Q3 2023 | 7.9% |
| VANGUARD INDEX FDS | 33 | Q3 2023 | 40.4% |
| JOHNSON & JOHNSON | 33 | Q4 2022 | 4.3% |
| VERIZON COMMUNICATIONS INC | 33 | Q4 2022 | 1.9% |
| EXELON CORP | 33 | Q3 2023 | 1.9% |
View WEST CHESTER CAPITAL ADVISORS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-07-15 |
View WEST CHESTER CAPITAL ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.