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 72.75% of AmeriServ Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$6.8M), DBMF, UNG, VGLT, IEF, PLTR, NVDA, VOOG, WMT, AMZN.
- Started 2 new stock positions in DBMF, UNG.
- Reduced shares in these 10 stocks: QQQ (-$5.6M), IWM (-$5.6M), XLC, XLE, XLV, XLB, IGSB, VGSH, XLI, IEI.
- Sold out of its positions in PEP, PG.
- AmeriServ Wealth Advisors was a net seller of stock by $-14M.
- AmeriServ Wealth Advisors has $198M in assets under management (AUM), dropping by -2.16%.
- Central Index Key (CIK): 0001102062
Tip: Access up to 7 years of quarterly data
Positions held by West Chester Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for AmeriServ Wealth Advisors
AmeriServ Wealth Advisors holds 58 positions in its portfolio as reported in the September 2025 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) | 40.5 | $80M | +9% | 131k | 612.38 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 11.7 | $23M | 240k | 96.46 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 11.0 | $22M | -3% | 182k | 119.51 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 4.9 | $9.8M | +8% | 172k | 56.86 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.7 | $9.2M | -10% | 157k | 58.85 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.9 | $7.7M | -13% | 145k | 53.03 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.6 | $3.1M | -3% | 58k | 54.08 |
|
| AmeriServ Financial (ASRV) | 1.3 | $2.6M | -5% | 891k | 2.90 |
|
| Apple (AAPL) | 1.2 | $2.4M | -11% | 9.3k | 254.63 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $2.2M | -5% | 2.9k | 763.00 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 1.1 | $2.2M | NEW | 80k | 27.31 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.1M | +3% | 11k | 186.58 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $1.8M | -75% | 7.5k | 241.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.7M | -76% | 2.8k | 600.35 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $1.4M | -8% | 5.1k | 281.86 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.6 | $1.3M | -51% | 14k | 89.62 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.6 | $1.2M | +3% | 2.8k | 435.46 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $1.2M | 14k | 87.21 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $1.2M | 2.4k | 517.95 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.2M | 1.2k | 925.63 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.5 | $1.0M | 7.6k | 137.20 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $1.0M | -39% | 19k | 53.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.0M | -15% | 1.5k | 666.18 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.5 | $967k | 8.6k | 112.13 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $963k | 9.3k | 103.06 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $904k | -49% | 5.9k | 154.23 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $849k | -3% | 8.8k | 96.55 |
|
| United Sts Nat Gas Unit Par (UNG) | 0.4 | $784k | NEW | 60k | 13.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $772k | 1.2k | 669.30 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $760k | -76% | 6.4k | 118.37 |
|
| Visa Com Cl A (V) | 0.4 | $725k | 2.1k | 341.38 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $686k | -51% | 8.5k | 81.19 |
|
| Boeing Company (BA) | 0.3 | $660k | -7% | 3.1k | 215.83 |
|
| Altria (MO) | 0.3 | $637k | 9.6k | 66.05 |
|
|
| Amazon (AMZN) | 0.3 | $622k | 2.8k | 219.57 |
|
|
| PNC Financial Services (PNC) | 0.3 | $573k | 2.9k | 200.93 |
|
|
| Exelon Corporation (EXC) | 0.2 | $481k | 11k | 45.01 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $475k | -77% | 5.3k | 89.32 |
|
| Meta Platforms Cl A (META) | 0.2 | $469k | 639.00 | 734.38 |
|
|
| F.N.B. Corporation (FNB) | 0.2 | $453k | -5% | 28k | 16.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $428k | -11% | 1.4k | 315.43 |
|
| Netflix (NFLX) | 0.2 | $416k | 347.00 | 1198.92 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $414k | -79% | 3.0k | 139.16 |
|
| Nuveen PA Investnt Quality Municipal (NQP) | 0.2 | $399k | 33k | 12.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $388k | 1.6k | 243.55 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $377k | -7% | 1.2k | 303.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $358k | +22% | 2.0k | 182.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $355k | 1.5k | 243.10 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $353k | 2.9k | 123.74 |
|
|
| Nucor Corporation (NUE) | 0.2 | $333k | 2.5k | 135.43 |
|
|
| Intel Corporation (INTC) | 0.2 | $305k | -5% | 9.1k | 33.55 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $271k | 5.2k | 52.25 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $253k | 4.9k | 51.59 |
|
|
| Home Depot (HD) | 0.1 | $246k | 608.00 | 405.19 |
|
|
| Blackrock Muniyield Fund (MYD) | 0.1 | $236k | 22k | 10.56 |
|
|
| Philip Morris International (PM) | 0.1 | $226k | 1.4k | 162.20 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $203k | 1.5k | 133.94 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $181k | 16k | 11.69 |
|
Past Filings by AmeriServ Wealth Advisors
SEC 13F filings are viewable for AmeriServ Wealth Advisors going back to 2012
- AmeriServ Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- AmeriServ Wealth Advisors 2025 Q2 filed Aug. 13, 2025
- AmeriServ Wealth Advisors 2025 Q1 filed May 14, 2025
- 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