West Chester Capital Advisors as of March 31, 2013
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 168 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 | 10.0 | $15M | 215k | 71.64 | |
Spdr S&p 500 Etf (SPY) | 3.9 | $6.0M | 38k | 156.69 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 3.7 | $5.7M | 141k | 40.52 | |
Exxon Mobil Corporation (XOM) | 2.7 | $4.2M | 47k | 90.12 | |
Apple (AAPL) | 2.4 | $3.7M | 8.3k | 442.64 | |
Johnson & Johnson (JNJ) | 1.8 | $2.7M | 33k | 81.53 | |
Philip Morris International (PM) | 1.6 | $2.5M | 27k | 92.68 | |
Microsoft Corporation (MSFT) | 1.6 | $2.5M | 87k | 28.61 | |
Altria (MO) | 1.5 | $2.3M | 66k | 34.38 | |
T. Rowe Price (TROW) | 1.4 | $2.2M | 30k | 74.86 | |
Procter & Gamble Company (PG) | 1.3 | $2.0M | 27k | 77.04 | |
SEI Investments Company (SEIC) | 1.3 | $2.0M | 69k | 28.85 | |
NYSE Euronext | 1.2 | $1.8M | 48k | 38.63 | |
Fiserv (FI) | 1.2 | $1.8M | 21k | 87.86 | |
Vanguard Extended Market ETF (VXF) | 1.2 | $1.8M | 26k | 68.23 | |
Vanguard Mega Cap 300 Index (MGC) | 1.1 | $1.8M | 33k | 53.54 | |
Caterpillar (CAT) | 1.1 | $1.7M | 20k | 86.96 | |
General Electric Company | 1.1 | $1.7M | 74k | 23.12 | |
Franklin Resources (BEN) | 1.1 | $1.7M | 11k | 150.80 | |
Berkshire Hathaway (BRK.B) | 1.1 | $1.7M | 16k | 104.15 | |
Bristol Myers Squibb (BMY) | 1.1 | $1.6M | 40k | 41.19 | |
Goldman Sachs (GS) | 1.0 | $1.6M | 11k | 147.17 | |
Pepsi (PEP) | 1.0 | $1.5M | 19k | 79.11 | |
Verizon Communications (VZ) | 0.9 | $1.5M | 30k | 49.17 | |
Visa (V) | 0.9 | $1.4M | 8.2k | 169.81 | |
Honeywell International (HON) | 0.9 | $1.3M | 18k | 75.32 | |
Ingersoll-rand Co Ltd-cl A | 0.9 | $1.3M | 24k | 55.01 | |
Indexiq Global Agribusiness Sm | 0.9 | $1.3M | 50k | 26.51 | |
AmeriServ Financial (ASRV) | 0.8 | $1.3M | 414k | 3.13 | |
Foot Locker (FL) | 0.8 | $1.3M | 37k | 34.25 | |
Baxter International (BAX) | 0.8 | $1.2M | 17k | 72.66 | |
Market Vectors Indonesia Index | 0.8 | $1.2M | 38k | 32.21 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.2M | 25k | 47.45 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 54k | 21.83 | |
Boeing Company (BA) | 0.8 | $1.2M | 14k | 85.83 | |
At&t (T) | 0.8 | $1.2M | 31k | 36.67 | |
H.J. Heinz Company | 0.8 | $1.2M | 16k | 72.28 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.8 | $1.2M | 22k | 51.59 | |
Schlumberger (SLB) | 0.7 | $1.1M | 15k | 74.89 | |
United Technologies Corporation | 0.7 | $1.1M | 12k | 93.44 | |
SPDR Barclays Capital High Yield B | 0.7 | $1.1M | 28k | 41.12 | |
McDonald's Corporation (MCD) | 0.7 | $1.1M | 11k | 99.68 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.7 | $1.1M | 26k | 42.20 | |
Chevron Corporation (CVX) | 0.7 | $1.1M | 8.9k | 118.80 | |
Energy Select Sector SPDR (XLE) | 0.7 | $1.1M | 13k | 79.28 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.7 | $1.0M | 24k | 42.77 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.7 | $1.0M | 11k | 94.32 | |
iShares MSCI Malaysia Index Fund | 0.7 | $998k | 67k | 14.96 | |
iShares MSCI EAFE Index Fund (EFA) | 0.6 | $972k | 17k | 59.01 | |
iShares S&P Global Technology Sect. (IXN) | 0.6 | $959k | 14k | 69.77 | |
Colgate-Palmolive Company (CL) | 0.6 | $847k | 7.2k | 118.05 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.6 | $844k | 26k | 33.10 | |
WisdomTree Japan Total Dividend (DXJ) | 0.6 | $841k | 20k | 43.18 | |
Automatic Data Processing (ADP) | 0.5 | $823k | 13k | 65.06 | |
Pfizer (PFE) | 0.5 | $806k | 28k | 28.87 | |
E.I. du Pont de Nemours & Company | 0.5 | $818k | 17k | 49.16 | |
SPDR Gold Trust (GLD) | 0.5 | $806k | 5.2k | 154.43 | |
iShares S&P Latin America 40 Index (ILF) | 0.5 | $793k | 18k | 43.63 | |
Cisco Systems (CSCO) | 0.5 | $790k | 38k | 20.89 | |
Stanley Black & Decker (SWK) | 0.5 | $782k | 9.7k | 80.97 | |
Southern Company (SO) | 0.5 | $775k | 17k | 46.95 | |
Eli Lilly & Co. (LLY) | 0.5 | $772k | 14k | 56.82 | |
PPG Industries (PPG) | 0.5 | $761k | 5.7k | 133.98 | |
SPDR S&P Emerging Middle Est & Afrca ETF | 0.5 | $769k | 12k | 67.04 | |
Mondelez Int (MDLZ) | 0.5 | $761k | 25k | 30.62 | |
Bank of America Corporation (BAC) | 0.5 | $756k | 62k | 12.19 | |
GlaxoSmithKline | 0.5 | $731k | 16k | 46.94 | |
Merck & Co (MRK) | 0.5 | $733k | 17k | 44.22 | |
Danaher Corporation (DHR) | 0.5 | $738k | 12k | 62.13 | |
Wal-Mart Stores (WMT) | 0.5 | $714k | 9.6k | 74.77 | |
Amazon (AMZN) | 0.5 | $717k | 2.7k | 266.33 | |
SPDR DJ International Real Estate ETF (RWX) | 0.5 | $723k | 17k | 43.04 | |
Linn | 0.5 | $726k | 19k | 39.06 | |
3M Company (MMM) | 0.5 | $706k | 6.6k | 106.33 | |
CSX Corporation (CSX) | 0.4 | $673k | 27k | 24.64 | |
Eaton (ETN) | 0.4 | $682k | 11k | 61.23 | |
Market Vectors Agribusiness | 0.4 | $642k | 12k | 54.18 | |
iShares MSCI BRIC Index Fund (BKF) | 0.4 | $637k | 16k | 38.84 | |
Illinois Tool Works (ITW) | 0.4 | $612k | 10k | 60.96 | |
Ralph Lauren Corp (RL) | 0.4 | $601k | 3.5k | 169.34 | |
Bunge | 0.4 | $576k | 7.8k | 73.85 | |
Coca-Cola Company (KO) | 0.4 | $563k | 14k | 40.41 | |
Terex Corporation (TEX) | 0.4 | $575k | 17k | 34.43 | |
Morgan Stanley (MS) | 0.4 | $554k | 25k | 21.98 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $560k | 8.1k | 69.00 | |
Air Products & Chemicals (APD) | 0.3 | $527k | 6.1k | 87.09 | |
Alerian Mlp Etf | 0.3 | $520k | 29k | 17.73 | |
Baker Hughes Incorporated | 0.3 | $504k | 11k | 46.45 | |
Clorox Company (CLX) | 0.3 | $503k | 5.7k | 88.41 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.3 | $510k | 10k | 49.68 | |
Abbvie (ABBV) | 0.3 | $500k | 12k | 40.82 | |
Annaly Capital Management | 0.3 | $486k | 31k | 15.88 | |
Home Depot (HD) | 0.3 | $487k | 7.0k | 69.76 | |
Yum! Brands (YUM) | 0.3 | $496k | 6.9k | 71.88 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $492k | 5.3k | 92.83 | |
Market Vectors Rare Earth Strat Met ETF | 0.3 | $496k | 45k | 11.03 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $475k | 3.7k | 127.35 | |
Vulcan Materials Company (VMC) | 0.3 | $458k | 8.9k | 51.75 | |
SPDR S&P Emerging Europe | 0.3 | $454k | 11k | 41.27 | |
PowerShares Global Water Portfolio | 0.3 | $441k | 23k | 19.17 | |
Legg Mason | 0.3 | $434k | 3.5k | 124.00 | |
Kennametal (KMT) | 0.3 | $435k | 11k | 39.06 | |
iShares Gold Trust | 0.3 | $433k | 28k | 15.54 | |
Intuitive Surgical (ISRG) | 0.3 | $411k | 836.00 | 491.41 | |
Hershey Company (HSY) | 0.3 | $411k | 4.7k | 87.45 | |
Duke Energy (DUK) | 0.3 | $418k | 5.8k | 72.59 | |
Halliburton Company (HAL) | 0.3 | $401k | 9.9k | 40.36 | |
Xerox Corporation | 0.3 | $406k | 47k | 8.61 | |
iShares Russell 2000 Index (IWM) | 0.3 | $405k | 4.3k | 94.41 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $406k | 4.5k | 91.24 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.3 | $403k | 3.9k | 104.68 | |
C.R. Bard | 0.2 | $391k | 3.9k | 100.94 | |
Pioneer Natural Resources | 0.2 | $380k | 3.1k | 124.22 | |
F.N.B. Corporation (FNB) | 0.2 | $381k | 32k | 12.11 | |
International Business Machines (IBM) | 0.2 | $363k | 1.7k | 213.53 | |
Sunoco Logistics Partners | 0.2 | $361k | 5.5k | 65.39 | |
Gabelli Equity Trust (GAB) | 0.2 | $374k | 58k | 6.48 | |
America Movil Sab De Cv spon adr l | 0.2 | $350k | 17k | 20.95 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $348k | 2.2k | 160.00 | |
Magellan Midstream Partners | 0.2 | $353k | 6.6k | 53.45 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $342k | 6.0k | 57.00 | |
Obagi Medical Products | 0.2 | $329k | 17k | 19.75 | |
Plains All American Pipeline (PAA) | 0.2 | $315k | 5.6k | 56.55 | |
Fresenius Medical Care AG & Co. (FMS) | 0.2 | $323k | 9.5k | 33.87 | |
Kinder Morgan Energy Partners | 0.2 | $317k | 3.5k | 89.75 | |
GulfMark Offshore | 0.2 | $327k | 8.4k | 38.93 | |
ETFS WHITE METALS BASKET TR PHY Wm Bsk | 0.2 | $322k | 6.5k | 49.54 | |
Berkshire Hathaway (BRK.A) | 0.2 | $313k | 2.00 | 156500.00 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $308k | 3.7k | 82.57 | |
UnitedHealth (UNH) | 0.2 | $287k | 5.0k | 57.17 | |
Enterprise Products Partners (EPD) | 0.2 | $295k | 4.9k | 60.29 | |
iShares Silver Trust (SLV) | 0.2 | $288k | 11k | 27.43 | |
Etfs Precious Metals Basket phys pm bskt | 0.2 | $293k | 3.3k | 88.79 | |
Kraft Foods | 0.2 | $296k | 5.7k | 51.50 | |
Enbridge Energy Partners | 0.2 | $271k | 9.0k | 30.12 | |
Unilever | 0.2 | $267k | 6.5k | 41.03 | |
Vanguard Pacific ETF (VPL) | 0.2 | $259k | 4.5k | 58.07 | |
Royal Dutch Shell | 0.2 | $245k | 3.8k | 65.18 | |
Texas Instruments Incorporated (TXN) | 0.2 | $241k | 6.8k | 35.44 | |
Ares Capital Corporation (ARCC) | 0.2 | $250k | 14k | 18.07 | |
National Penn Bancshares | 0.2 | $239k | 22k | 10.68 | |
3D Systems Corporation (DDD) | 0.2 | $248k | 7.7k | 32.27 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $239k | 2.6k | 93.73 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $252k | 2.8k | 90.00 | |
Insperity (NSP) | 0.2 | $238k | 8.4k | 28.33 | |
PNC Financial Services (PNC) | 0.1 | $235k | 3.5k | 66.63 | |
Nuance Communications | 0.1 | $223k | 11k | 20.21 | |
Wells Fargo & Company (WFC) | 0.1 | $229k | 6.2k | 36.95 | |
CVS Caremark Corporation (CVS) | 0.1 | $231k | 4.2k | 55.00 | |
Targa Resources Partners | 0.1 | $234k | 5.1k | 45.97 | |
Spectra Energy Partners | 0.1 | $231k | 5.9k | 39.35 | |
WisdomTree Middle East Dividend FundETF | 0.1 | $231k | 14k | 16.18 | |
New York Mortgage Trust | 0.1 | $223k | 30k | 7.54 | |
General Mills (GIS) | 0.1 | $220k | 4.4k | 49.43 | |
0.1 | $220k | 277.00 | 793.25 | ||
Medical Properties Trust (MPW) | 0.1 | $209k | 13k | 16.08 | |
Artesian Resources Corporation (ARTNA) | 0.1 | $218k | 9.7k | 22.48 | |
iShares Russell Microcap Index (IWC) | 0.1 | $208k | 3.6k | 58.59 | |
Gilead Sciences (GILD) | 0.1 | $201k | 4.1k | 48.85 | |
Dcp Midstream Partners | 0.1 | $203k | 4.4k | 46.59 | |
Gabelli Utility Trust (GUT) | 0.1 | $192k | 28k | 6.88 | |
Templeton Emerging Markets Income Fund (TEI) | 0.1 | $196k | 12k | 16.33 | |
Service Corporation International (SCI) | 0.1 | $167k | 10k | 16.70 | |
Applied Materials (AMAT) | 0.1 | $149k | 11k | 13.52 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $149k | 15k | 9.74 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $137k | 19k | 7.37 | |
iShares MSCI Taiwan Index | 0.1 | $136k | 10k | 13.33 | |
First Commonwealth Financial (FCF) | 0.1 | $79k | 11k | 7.42 |