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 73.27% of AmeriServ Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XOM, MQY, CVX, PM, EXC, PNC, HD, MO, DUK, ASRV.
- Started 3 new stock positions in XOM, CVX, MQY.
- Reduced shares in these 10 stocks: VOO, IEF, IEI, , , DBMF, IGSB, VGSH, SPY, VOOG.
- Sold out of its positions in MYD, SSO, QLD.
- AmeriServ Wealth Advisors was a net seller of stock by $-11M.
- AmeriServ Wealth Advisors has $157M in assets under management (AUM), dropping by -8.92%.
- 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 March 2026 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) | 47.9 | $75M | -2% | 126k | 597.55 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.4 | $15M | -7% | 154k | 95.44 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 9.1 | $14M | -7% | 121k | 118.60 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.7 | $5.8M | -7% | 100k | 58.54 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.2 | $5.0M | -9% | 94k | 52.56 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.1 | $3.3M | -9% | 60k | 55.35 |
|
| AmeriServ Financial (ASRV) | 2.1 | $3.2M | 889k | 3.62 |
|
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| Eli Lilly & Co. (LLY) | 1.6 | $2.6M | -4% | 2.8k | 919.77 |
|
| Apple (AAPL) | 1.4 | $2.2M | 8.8k | 253.79 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $1.8M | -3% | 10k | 174.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $1.6M | -8% | 6.4k | 248.00 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $1.5M | -12% | 28k | 53.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.3M | -13% | 2.3k | 577.18 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.8 | $1.3M | 26k | 49.97 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $1.2M | -8% | 8.8k | 132.90 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $1.1M | -7% | 25k | 45.89 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.1M | -4% | 8.5k | 124.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $852k | 2.0k | 430.29 |
|
|
| Microsoft Corporation (MSFT) | 0.5 | $850k | -3% | 2.3k | 370.17 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.5 | $850k | -39% | 28k | 30.15 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.5 | $769k | -12% | 4.8k | 161.73 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $755k | -2% | 758.00 | 996.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $754k | 1.2k | 653.21 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $711k | -39% | 1.1k | 650.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $704k | -12% | 7.2k | 97.23 |
|
| United Sts Nat Gas Unit Par (UNG) | 0.4 | $704k | 60k | 11.73 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $680k | -34% | 1.7k | 407.69 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $665k | -3% | 8.4k | 79.56 |
|
| Altria (MO) | 0.4 | $660k | +2% | 10k | 65.99 |
|
| PNC Financial Services (PNC) | 0.4 | $566k | +5% | 2.7k | 208.09 |
|
| Visa Com Cl A (V) | 0.4 | $566k | -3% | 1.9k | 302.24 |
|
| Exelon Corporation (EXC) | 0.4 | $561k | +6% | 11k | 49.02 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $542k | -8% | 8.8k | 61.26 |
|
| Amazon (AMZN) | 0.3 | $531k | -4% | 2.5k | 208.27 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.3 | $526k | -19% | 4.7k | 110.86 |
|
| Boeing Company (BA) | 0.3 | $481k | -13% | 2.4k | 199.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $441k | -4% | 1.5k | 287.56 |
|
| F.N.B. Corporation (FNB) | 0.3 | $422k | 25k | 16.72 |
|
|
| Nuveen PA Investnt Quality Municipal (NQP) | 0.3 | $397k | 33k | 11.93 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $389k | -6% | 1.4k | 286.86 |
|
| Nucor Corporation (NUE) | 0.2 | $388k | 2.3k | 169.10 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $372k | 1.3k | 294.16 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $364k | -17% | 7.4k | 49.37 |
|
| Constellation Energy (CEG) | 0.2 | $351k | -16% | 1.3k | 279.25 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $342k | NEW | 2.0k | 169.66 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $340k | +5% | 2.6k | 130.94 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $325k | -18% | 2.2k | 146.61 |
|
| Intel Corporation (INTC) | 0.2 | $310k | -8% | 7.0k | 44.13 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.2 | $278k | 5.2k | 53.95 |
|
|
| Philip Morris International (PM) | 0.2 | $272k | +15% | 1.6k | 165.34 |
|
| McDonald's Corporation (MCD) | 0.2 | $265k | -9% | 853.00 | 310.79 |
|
| Bank of America Corporation (BAC) | 0.1 | $233k | 4.8k | 48.75 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $226k | NEW | 21k | 10.98 |
|
| Meta Platforms Cl A (META) | 0.1 | $225k | -9% | 394.00 | 572.13 |
|
| Home Depot (HD) | 0.1 | $222k | +13% | 676.00 | 328.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $218k | -8% | 1.5k | 146.28 |
|
| Chevron Corporation (CVX) | 0.1 | $210k | NEW | 1.0k | 206.90 |
|
| Abbvie (ABBV) | 0.1 | $202k | -11% | 928.00 | 217.49 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $178k | 16k | 11.50 |
|
Past Filings by AmeriServ Wealth Advisors
SEC 13F filings are viewable for AmeriServ Wealth Advisors going back to 2012
- AmeriServ Wealth Advisors 2026 Q1 filed May 13, 2026
- 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