West Chester Capital Advisors
Latest statistics and disclosures from AmeriServ Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IEF, IEI, VGLT, VGSH, and represent 62.57% of AmeriServ Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$22M), IEF (+$21M), IEI (+$19M), VGLT (+$15M), VGSH (+$6.6M), NVDA (+$6.0M), VOOG (+$5.0M), SPHD, IGSB, DIVB.
- Started 27 new stock positions in GOOGL, VOOG, HD, CVX, PG, IGIB, PNC, VGLT, VGT, QQQ.
- Reduced shares in these 10 stocks: BRK.B, USFR, BP, RSP, BMY, VOOV, DHR, IVV, United States Natural Gas Fund, Lp etf, MCD.
- Sold out of its positions in BP, BMY, FDX, United States Natural Gas Fund, Lp etf, VOOV, VTV, USFR.
- AmeriServ Wealth Advisors was a net buyer of stock by $116M.
- AmeriServ Wealth Advisors has $185M in assets under management (AUM), dropping by 242.35%.
- Central Index Key (CIK): 0001102062
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Portfolio Holdings for AmeriServ Wealth Advisors
AmeriServ Wealth Advisors holds 63 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 28.1 | $52M | +73% | 97k | 538.81 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 11.6 | $21M | +6225% | 232k | 92.45 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 10.6 | $20M | +2132% | 170k | 115.55 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 8.3 | $15M | NEW | 278k | 55.35 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.0 | $7.5M | +806% | 128k | 58.18 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $6.0M | NEW | 45k | 134.29 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 2.7 | $5.0M | NEW | 14k | 366.06 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.5 | $4.7M | +336% | 91k | 51.69 |
|
| Live Oak Bancshares (LOB) | 2.4 | $4.4M | 112k | 39.55 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.3 | $4.3M | +93% | 57k | 75.69 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 2.1 | $3.9M | +1467% | 81k | 48.31 |
|
| Apple (AAPL) | 1.8 | $3.2M | 13k | 250.42 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 1.6 | $2.9M | NEW | 62k | 47.40 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.4 | $2.6M | NEW | 50k | 51.51 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $2.5M | +8% | 3.2k | 772.00 |
|
| AmeriServ Financial (ASRV) | 1.2 | $2.1M | +11% | 802k | 2.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.9M | +50% | 3.3k | 586.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $1.5M | -27% | 8.4k | 175.21 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.4M | +103% | 3.4k | 421.50 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $1.4M | NEW | 2.3k | 621.80 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.7 | $1.3M | +44% | 12k | 108.24 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.7 | $1.3M | +56% | 14k | 92.51 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $1.2M | +32% | 1.4k | 916.27 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.0M | NEW | 4.6k | 220.93 |
|
| Visa Com Cl A (V) | 0.5 | $936k | -13% | 3.0k | 316.04 |
|
| Wal-Mart Stores (WMT) | 0.5 | $896k | +593% | 9.9k | 90.35 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $822k | NEW | 17k | 48.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $685k | -28% | 1.2k | 588.68 |
|
| Amazon (AMZN) | 0.3 | $618k | NEW | 2.8k | 219.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $606k | NEW | 3.2k | 189.30 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $593k | +40% | 4.5k | 131.76 |
|
| Boeing Company (BA) | 0.3 | $590k | NEW | 3.3k | 177.00 |
|
| PNC Financial Services (PNC) | 0.3 | $552k | NEW | 2.9k | 192.85 |
|
| Cisco Systems (CSCO) | 0.3 | $527k | -4% | 8.9k | 59.20 |
|
| Altria (MO) | 0.3 | $516k | -8% | 9.9k | 52.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $494k | NEW | 2.1k | 239.71 |
|
| Pepsi (PEP) | 0.3 | $493k | -8% | 3.2k | 152.06 |
|
| F.N.B. Corporation (FNB) | 0.2 | $463k | +27% | 31k | 14.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $438k | NEW | 857.00 | 511.14 |
|
| Exelon Corporation (EXC) | 0.2 | $413k | -11% | 11k | 37.64 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $411k | NEW | 5.2k | 78.65 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $403k | NEW | 1.2k | 339.93 |
|
| McDonald's Corporation (MCD) | 0.2 | $394k | -40% | 1.4k | 289.89 |
|
| Meta Platforms Cl A (META) | 0.2 | $375k | NEW | 640.00 | 585.51 |
|
| Nuveen PA Investnt Quality Municipal (NQP) | 0.2 | $372k | 33k | 11.18 |
|
|
| Home Depot (HD) | 0.2 | $369k | NEW | 949.00 | 388.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $337k | NEW | 646.00 | 521.95 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $335k | +26% | 3.1k | 107.57 |
|
| Abbvie (ABBV) | 0.2 | $334k | NEW | 1.9k | 177.70 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $333k | -26% | 3.1k | 107.73 |
|
| Danaher Corporation (DHR) | 0.2 | $315k | -48% | 1.4k | 229.54 |
|
| Netflix (NFLX) | 0.2 | $309k | NEW | 347.00 | 891.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $304k | NEW | 1.6k | 190.44 |
|
| Prudential Financial (PRU) | 0.2 | $302k | +5% | 2.5k | 118.53 |
|
| Nucor Corporation (NUE) | 0.2 | $292k | -8% | 2.5k | 116.71 |
|
| Blackrock Muniyield Fund (MYD) | 0.1 | $233k | 22k | 10.39 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $231k | NEW | 1.4k | 167.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $229k | -90% | 506.00 | 453.28 |
|
| Southern Company (SO) | 0.1 | $223k | NEW | 2.7k | 82.31 |
|
| Bank of America Corporation (BAC) | 0.1 | $215k | NEW | 4.9k | 43.95 |
|
| Broadcom (AVGO) | 0.1 | $215k | NEW | 925.00 | 231.84 |
|
| Chevron Corporation (CVX) | 0.1 | $213k | NEW | 1.5k | 144.84 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $181k | 16k | 11.66 |
|
Past Filings by AmeriServ Wealth Advisors
SEC 13F filings are viewable for AmeriServ Wealth Advisors going back to 2012
- AmeriServ Wealth Advisors 2024 Q4 filed Feb. 14, 2025
- West Chester Capital Advisors 2023 Q3 filed Nov. 9, 2023
- West Chester Capital Advisors 2023 Q2 filed Aug. 14, 2023
- West Chester Capital Advisors 2023 Q1 filed May 4, 2023
- West Chester Capital Advisors 2022 Q4 filed Feb. 6, 2023
- West Chester Capital Advisors 2022 Q3 filed Oct. 31, 2022
- West Chester Capital Advisors 2022 Q2 filed July 28, 2022
- West Chester Capital Advisors 2022 Q1 filed May 3, 2022
- West Chester Capital Advisors 2021 Q4 filed Feb. 11, 2022
- West Chester Capital Advisors 2021 Q3 filed Nov. 5, 2021
- West Chester Capital Advisors 2021 Q2 filed July 15, 2021
- West Chester Capital Advisors 2021 Q1 filed May 4, 2021
- West Chester Capital Advisors 2020 Q4 filed Feb. 3, 2021
- West Chester Capital Advisors 2019 Q3 filed Nov. 8, 2019
- West Chester Capital Advisors 2019 Q2 filed July 30, 2019
- West Chester Capital Advisors 2019 Q1 filed April 24, 2019