| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -15,504 | -100.0% | -0.29% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -5,135 | -100.0% | -0.37% | – |
| MYD | Exit | BLACKROCK MUNIYIELD FD INC | $0 | – | -22,375 | -100.0% | -0.38% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,544 | -100.0% | -0.39% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,431 | -100.0% | -0.42% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,417 | -100.0% | -0.42% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -922 | -100.0% | -0.45% | – |
| FNB | Exit | F N B CORP | $0 | – | -24,598 | -100.0% | -0.49% | – |
| UNG | Exit | UNITED STS NAT GAS FD LPunit par | $0 | – | -40,000 | -100.0% | -0.50% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,457 | -100.0% | -0.53% | – |
| XLI | Exit | SELECT SECTOR SPDR TRindl | $0 | – | -3,196 | -100.0% | -0.60% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -2,186 | -100.0% | -0.60% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -3,662 | -100.0% | -0.62% | – |
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -33,281 | -100.0% | -0.62% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -6,035 | -100.0% | -0.65% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -4,208 | -100.0% | -0.69% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -2,746 | -100.0% | -0.79% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -10,846 | -100.0% | -0.84% | – |
| EXC | Exit | EXELON CORP | $0 | – | -12,337 | -100.0% | -0.86% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -8,876 | -100.0% | -0.88% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -8,342 | -100.0% | -0.92% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -9,279 | -100.0% | -0.92% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,669 | -100.0% | -0.97% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,025 | -100.0% | -1.07% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,277 | -100.0% | -1.11% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,552 | -100.0% | -1.11% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -2,661 | -100.0% | -1.22% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,632 | -100.0% | -1.30% | – |
| V | Exit | VISA INC | $0 | – | -3,435 | -100.0% | -1.46% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -14,147 | -100.0% | -1.50% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -7,595 | -100.0% | -1.59% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,190 | -100.0% | -1.73% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -26,457 | -100.0% | -1.89% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -20,749 | -100.0% | -1.91% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -2,925 | -100.0% | -2.90% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -11,578 | -100.0% | -3.03% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -29,477 | -100.0% | -3.21% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -35,903 | -100.0% | -3.34% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -5,166 | -100.0% | -3.34% | – |
| ASRV | Exit | AMERISERV FINL INC | $0 | – | -718,251 | -100.0% | -3.52% | – |
| AAPL | Exit | APPLE INC | $0 | – | -12,971 | -100.0% | -4.10% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC | $0 | – | -112,344 | -100.0% | -6.01% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -55,742 | -100.0% | -40.44% | – |
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.