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, VGSH, IGSB, and represent 72.31% of AmeriServ Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GLD, XLK, XLB, XLU, CEG, QLD, SSO, ABBV, SPY, XLE.
- Started 3 new stock positions in GLD, ABBV, CEG.
- Reduced shares in these 10 stocks: IEF (-$7.0M), IEI (-$6.2M), VGLT (-$5.9M), VGSH, IGSB, IGIB, VOO, DBMF, XLF, NFLX.
- Sold out of its positions in ABT, NFLX.
- AmeriServ Wealth Advisors was a net seller of stock by $-26M.
- AmeriServ Wealth Advisors has $172M in assets under management (AUM), dropping by -13.09%.
- Central Index Key (CIK): 0001102062
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Portfolio Holdings for AmeriServ Wealth Advisors
AmeriServ Wealth Advisors holds 59 positions in its portfolio as reported in the December 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) | 47.1 | $81M | 129k | 627.13 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.3 | $16M | -30% | 166k | 96.16 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 9.0 | $16M | -28% | 130k | 119.35 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.7 | $6.3M | -30% | 108k | 58.73 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.2 | $5.5M | -28% | 104k | 52.88 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.1 | $3.7M | -61% | 66k | 55.80 |
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| Eli Lilly & Co. (LLY) | 1.8 | $3.1M | 2.9k | 1074.67 |
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| AmeriServ Financial (ASRV) | 1.6 | $2.8M | 889k | 3.19 |
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| Apple (AAPL) | 1.4 | $2.4M | -3% | 9.0k | 271.86 |
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| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | -5% | 11k | 186.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.7M | -6% | 7.0k | 246.16 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.0 | $1.7M | -45% | 31k | 53.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.6M | -5% | 2.7k | 614.31 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $1.4M | +86% | 9.6k | 143.96 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.8 | $1.3M | -41% | 47k | 28.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $1.2M | +19% | 1.8k | 681.92 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $1.2M | +87% | 27k | 45.35 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.1M | 2.4k | 483.62 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $1.1M | +89% | 27k | 42.69 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.7 | $1.1M | -10% | 2.5k | 444.59 |
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| Wal-Mart Stores (WMT) | 0.6 | $994k | -4% | 8.9k | 111.41 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.6 | $991k | +86% | 14k | 70.41 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.6 | $948k | +89% | 16k | 57.92 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.5 | $847k | -6% | 5.5k | 155.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $799k | NEW | 2.0k | 396.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $794k | -6% | 8.3k | 96.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $790k | 1.2k | 684.94 |
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| United Sts Nat Gas Unit Par (UNG) | 0.4 | $736k | 60k | 12.26 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $700k | +2% | 8.7k | 80.63 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.4 | $696k | -7% | 5.9k | 117.72 |
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| Visa Com Cl A (V) | 0.4 | $680k | -8% | 1.9k | 350.71 |
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| Costco Wholesale Corporation (COST) | 0.4 | $671k | -37% | 778.00 | 862.34 |
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| Amazon (AMZN) | 0.4 | $616k | -5% | 2.7k | 230.82 |
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| Boeing Company (BA) | 0.4 | $610k | -8% | 2.8k | 217.12 |
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| Altria (MO) | 0.3 | $561k | 9.7k | 57.65 |
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| PNC Financial Services (PNC) | 0.3 | $540k | -9% | 2.6k | 208.73 |
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| Constellation Energy (CEG) | 0.3 | $532k | NEW | 1.5k | 353.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $504k | +10% | 1.6k | 313.00 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $489k | -52% | 8.9k | 54.77 |
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| Exelon Corporation (EXC) | 0.3 | $470k | 11k | 43.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $457k | -8% | 1.5k | 313.80 |
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| F.N.B. Corporation (FNB) | 0.3 | $439k | -8% | 26k | 17.09 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $430k | +80% | 9.6k | 44.71 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $422k | -8% | 2.7k | 154.78 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $407k | -6% | 1.3k | 322.22 |
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| Nuveen PA Investnt Quality Municipal (NQP) | 0.2 | $396k | 33k | 11.89 |
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| Nucor Corporation (NUE) | 0.2 | $375k | -6% | 2.3k | 163.11 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $290k | -16% | 1.6k | 177.75 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $288k | -13% | 2.5k | 117.20 |
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| McDonald's Corporation (MCD) | 0.2 | $288k | -23% | 943.00 | 305.63 |
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| Meta Platforms Cl A (META) | 0.2 | $287k | -31% | 435.00 | 660.09 |
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| Intel Corporation (INTC) | 0.2 | $282k | -16% | 7.6k | 36.90 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.2 | $274k | 5.2k | 53.15 |
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| Bank of America Corporation (BAC) | 0.2 | $263k | -2% | 4.8k | 55.00 |
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| Abbvie (ABBV) | 0.1 | $238k | NEW | 1.0k | 228.49 |
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| Blackrock Muniyield Fund (MYD) | 0.1 | $235k | 22k | 10.49 |
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| Philip Morris International (PM) | 0.1 | $229k | +2% | 1.4k | 160.40 |
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| Home Depot (HD) | 0.1 | $205k | -2% | 595.00 | 344.09 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $186k | 16k | 12.02 |
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Past Filings by AmeriServ Wealth Advisors
SEC 13F filings are viewable for AmeriServ Wealth Advisors going back to 2012
- AmeriServ Wealth Advisors 2025 Q4 filed Feb. 10, 2026
- 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