West Chester Capital Advisors as of June 30, 2013
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 172 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 | 10.4 | $16M | 220k | 73.34 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 3.7 | $5.7M | 145k | 39.28 | |
Spdr S&p 500 Etf (SPY) | 3.6 | $5.7M | 35k | 160.41 | |
Exxon Mobil Corporation (XOM) | 2.7 | $4.1M | 46k | 90.35 | |
Apple (AAPL) | 2.1 | $3.3M | 8.4k | 396.60 | |
Johnson & Johnson (JNJ) | 1.9 | $2.9M | 34k | 85.87 | |
Microsoft Corporation (MSFT) | 1.7 | $2.6M | 77k | 34.54 | |
Philip Morris International (PM) | 1.5 | $2.3M | 27k | 86.63 | |
Altria (MO) | 1.5 | $2.3M | 66k | 34.98 | |
T. Rowe Price (TROW) | 1.4 | $2.2M | 30k | 73.21 | |
Procter & Gamble Company (PG) | 1.3 | $2.0M | 27k | 77.01 | |
SEI Investments Company (SEIC) | 1.3 | $2.0M | 70k | 28.43 | |
NYSE Euronext | 1.3 | $2.0M | 47k | 41.40 | |
WisdomTree Japan Total Dividend (DXJ) | 1.2 | $1.9M | 42k | 45.61 | |
Berkshire Hathaway (BRK.B) | 1.2 | $1.9M | 17k | 111.92 | |
Vanguard Mega Cap 300 Index (MGC) | 1.2 | $1.9M | 34k | 54.66 | |
Vanguard Extended Market ETF (VXF) | 1.2 | $1.8M | 26k | 69.82 | |
Fiserv (FI) | 1.2 | $1.8M | 21k | 87.39 | |
Bristol Myers Squibb (BMY) | 1.1 | $1.8M | 40k | 44.67 | |
Verizon Communications (VZ) | 1.1 | $1.6M | 33k | 50.33 | |
Caterpillar (CAT) | 1.1 | $1.6M | 20k | 82.48 | |
General Electric Company | 1.1 | $1.6M | 70k | 23.19 | |
Visa (V) | 1.0 | $1.6M | 8.8k | 182.72 | |
Goldman Sachs (GS) | 1.0 | $1.6M | 11k | 151.23 | |
Pepsi (PEP) | 1.0 | $1.6M | 19k | 81.81 | |
Franklin Resources (BEN) | 1.0 | $1.5M | 11k | 136.02 | |
Boeing Company (BA) | 0.9 | $1.4M | 14k | 102.45 | |
Honeywell International (HON) | 0.9 | $1.4M | 18k | 79.32 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.3M | 26k | 52.80 | |
Foot Locker (FL) | 0.9 | $1.3M | 38k | 35.14 | |
Intel Corporation (INTC) | 0.8 | $1.3M | 54k | 24.23 | |
Ingersoll-rand Co Ltd-cl A | 0.8 | $1.3M | 24k | 55.54 | |
Market Vectors Indonesia Index | 0.8 | $1.3M | 44k | 28.92 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.8 | $1.3M | 31k | 40.67 | |
Indexiq Global Agribusiness Sm | 0.8 | $1.3M | 50k | 25.74 | |
McDonald's Corporation (MCD) | 0.8 | $1.2M | 12k | 98.99 | |
Baxter International (BAX) | 0.7 | $1.2M | 17k | 69.29 | |
United Technologies Corporation | 0.7 | $1.1M | 12k | 92.90 | |
AmeriServ Financial (ASRV) | 0.7 | $1.1M | 409k | 2.74 | |
Schlumberger (SLB) | 0.7 | $1.1M | 15k | 71.69 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.7 | $1.1M | 24k | 46.02 | |
iShares S&P Global Technology Sect. (IXN) | 0.7 | $1.1M | 16k | 69.83 | |
iShares MSCI Malaysia Index Fund | 0.7 | $1.1M | 69k | 15.55 | |
Energy Select Sector SPDR (XLE) | 0.7 | $1.1M | 14k | 78.32 | |
Chevron Corporation (CVX) | 0.7 | $1.0M | 8.9k | 118.35 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.7 | $1.0M | 11k | 90.87 | |
Alerian Mlp Etf | 0.6 | $961k | 54k | 17.85 | |
At&t (T) | 0.6 | $925k | 26k | 35.42 | |
Cisco Systems (CSCO) | 0.6 | $940k | 39k | 24.34 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $916k | 24k | 38.51 | |
Automatic Data Processing (ADP) | 0.6 | $871k | 13k | 68.85 | |
E.I. du Pont de Nemours & Company | 0.6 | $872k | 17k | 52.52 | |
Merck & Co (MRK) | 0.6 | $859k | 19k | 46.46 | |
PPG Industries (PPG) | 0.5 | $832k | 5.7k | 146.45 | |
Bank of America Corporation (BAC) | 0.5 | $816k | 64k | 12.86 | |
Colgate-Palmolive Company (CL) | 0.5 | $822k | 14k | 57.28 | |
GlaxoSmithKline | 0.5 | $781k | 16k | 49.99 | |
Stanley Black & Decker (SWK) | 0.5 | $747k | 9.7k | 77.34 | |
Danaher Corporation (DHR) | 0.5 | $751k | 12k | 63.27 | |
Amazon (AMZN) | 0.5 | $749k | 2.7k | 277.61 | |
3M Company (MMM) | 0.5 | $726k | 6.6k | 109.34 | |
Southern Company (SO) | 0.5 | $724k | 16k | 44.15 | |
Eaton (ETN) | 0.5 | $733k | 11k | 65.77 | |
Eli Lilly & Co. (LLY) | 0.5 | $717k | 15k | 49.12 | |
SPDR S&P Emerging Middle Est & Afrca ETF | 0.5 | $719k | 12k | 62.14 | |
Mondelez Int (MDLZ) | 0.5 | $715k | 25k | 28.54 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $692k | 25k | 27.62 | |
SPDR DJ International Real Estate ETF (RWX) | 0.5 | $706k | 18k | 39.89 | |
iShares S&P Latin America 40 Index (ILF) | 0.4 | $674k | 18k | 36.78 | |
Bunge | 0.4 | $658k | 9.3k | 70.75 | |
CSX Corporation (CSX) | 0.4 | $641k | 28k | 23.18 | |
Morgan Stanley (MS) | 0.4 | $616k | 25k | 24.43 | |
Illinois Tool Works (ITW) | 0.4 | $625k | 9.0k | 69.14 | |
Market Vectors Agribusiness | 0.4 | $617k | 12k | 51.20 | |
Ralph Lauren Corp (RL) | 0.4 | $617k | 3.5k | 173.85 | |
Ega Emerging Global Shs Tr emrg gl dj | 0.4 | $603k | 23k | 25.81 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $598k | 15k | 38.81 | |
Gabelli Equity Trust (GAB) | 0.4 | $582k | 87k | 6.67 | |
Coca-Cola Company (KO) | 0.4 | $559k | 14k | 40.13 | |
Air Products & Chemicals (APD) | 0.4 | $554k | 6.1k | 91.56 | |
Abbvie (ABBV) | 0.4 | $556k | 14k | 41.34 | |
Wal-Mart Stores (WMT) | 0.3 | $548k | 7.4k | 74.36 | |
Home Depot (HD) | 0.3 | $541k | 7.0k | 77.47 | |
Pfizer (PFE) | 0.3 | $527k | 19k | 28.00 | |
Vulcan Materials Company (VMC) | 0.3 | $530k | 11k | 48.40 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $531k | 9.3k | 57.34 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.3 | $513k | 16k | 32.51 | |
Gladstone Ld (LAND) | 0.3 | $510k | 30k | 16.94 | |
Baker Hughes Incorporated | 0.3 | $501k | 11k | 46.18 | |
Icahn Enterprises (IEP) | 0.3 | $504k | 6.9k | 72.73 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $504k | 5.3k | 95.09 | |
Yum! Brands (YUM) | 0.3 | $478k | 6.9k | 69.28 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $484k | 3.7k | 129.76 | |
Halliburton Company (HAL) | 0.3 | $473k | 11k | 41.76 | |
Clorox Company (CLX) | 0.3 | $474k | 5.7k | 83.22 | |
Terex Corporation (TEX) | 0.3 | $471k | 18k | 26.31 | |
Pioneer Natural Resources | 0.3 | $443k | 3.1k | 144.82 | |
Brazil Infrastructure Index Fund | 0.3 | $454k | 26k | 17.34 | |
Kennametal (KMT) | 0.3 | $433k | 11k | 38.87 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.3 | $441k | 4.3k | 102.56 | |
C.R. Bard | 0.3 | $420k | 3.9k | 108.57 | |
Intuitive Surgical (ISRG) | 0.3 | $416k | 822.00 | 506.06 | |
Xerox Corporation | 0.3 | $423k | 47k | 9.06 | |
Hershey Company (HSY) | 0.3 | $420k | 4.7k | 89.36 | |
iShares Russell 2000 Index (IWM) | 0.3 | $416k | 4.3k | 96.97 | |
GulfMark Offshore | 0.3 | $415k | 9.2k | 45.11 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $417k | 4.5k | 93.71 | |
SPDR S&P Emerging Europe | 0.3 | $417k | 11k | 36.90 | |
PowerShares Global Water Portfolio | 0.3 | $419k | 22k | 18.79 | |
General Mills (GIS) | 0.3 | $406k | 8.4k | 48.50 | |
Gilead Sciences (GILD) | 0.3 | $401k | 7.8k | 51.24 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.3 | $408k | 9.5k | 43.06 | |
SPDR Barclays Capital High Yield B | 0.3 | $405k | 10k | 39.45 | |
Legg Mason | 0.2 | $388k | 13k | 31.04 | |
F.N.B. Corporation (FNB) | 0.2 | $392k | 32k | 12.08 | |
Sunoco Logistics Partners | 0.2 | $395k | 6.2k | 64.01 | |
Duke Energy (DUK) | 0.2 | $389k | 5.8k | 67.54 | |
Nuance Communications | 0.2 | $367k | 20k | 18.43 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $378k | 2.2k | 173.79 | |
America Movil Sab De Cv spon adr l | 0.2 | $361k | 17k | 21.74 | |
Magellan Midstream Partners | 0.2 | $360k | 6.6k | 54.51 | |
Kinder Morgan Energy Partners | 0.2 | $357k | 4.2k | 85.37 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $361k | 6.2k | 57.95 | |
Wells Fargo & Company (WFC) | 0.2 | $338k | 8.2k | 41.23 | |
Berkshire Hathaway (BRK.A) | 0.2 | $337k | 2.00 | 168500.00 | |
3D Systems Corporation (DDD) | 0.2 | $338k | 7.7k | 43.87 | |
iShares MSCI BRIC Index Fund (BKF) | 0.2 | $347k | 10k | 34.02 | |
International Business Machines (IBM) | 0.2 | $325k | 1.7k | 191.18 | |
UnitedHealth (UNH) | 0.2 | $322k | 4.9k | 65.45 | |
Fresenius Medical Care AG & Co. (FMS) | 0.2 | $331k | 9.4k | 35.30 | |
Kraft Foods | 0.2 | $325k | 5.8k | 55.89 | |
Enterprise Products Partners (EPD) | 0.2 | $304k | 4.9k | 62.13 | |
Plains All American Pipeline (PAA) | 0.2 | $311k | 5.6k | 55.83 | |
Spectra Energy Partners | 0.2 | $302k | 6.6k | 45.96 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $301k | 3.7k | 80.70 | |
Insperity (NSP) | 0.2 | $297k | 9.8k | 30.31 | |
Annaly Capital Management | 0.2 | $281k | 22k | 12.57 | |
Enbridge Energy Partners | 0.2 | $274k | 9.0k | 30.45 | |
PNC Financial Services (PNC) | 0.2 | $257k | 3.5k | 72.87 | |
Targa Resources Partners | 0.2 | $257k | 5.1k | 50.49 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $257k | 3.6k | 71.20 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $262k | 2.8k | 93.57 | |
Royal Dutch Shell | 0.2 | $244k | 3.8k | 63.79 | |
Unilever | 0.2 | $256k | 6.5k | 39.34 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $247k | 2.6k | 96.86 | |
WisdomTree Middle East Dividend FundETF | 0.2 | $245k | 14k | 17.28 | |
CVS Caremark Corporation (CVS) | 0.1 | $240k | 4.2k | 57.14 | |
0.1 | $230k | 262.00 | 878.38 | ||
Penske Automotive (PAG) | 0.1 | $228k | 7.5k | 30.60 | |
priceline.com Incorporated | 0.1 | $230k | 278.00 | 828.33 | |
Ares Capital Corporation (ARCC) | 0.1 | $236k | 14k | 17.18 | |
Dcp Midstream Partners | 0.1 | $236k | 4.4k | 54.17 | |
ETFS WHITE METALS BASKET TR PHY Wm Bsk | 0.1 | $233k | 6.2k | 37.58 | |
New York Mortgage Trust | 0.1 | $239k | 35k | 6.77 | |
Pvr Partners | 0.1 | $234k | 8.6k | 27.26 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $213k | 2.2k | 97.32 | |
Artesian Resources Corporation (ARTNA) | 0.1 | $216k | 9.7k | 22.27 | |
iShares Russell Microcap Index (IWC) | 0.1 | $219k | 3.6k | 61.69 | |
Etfs Precious Metals Basket phys pm bskt | 0.1 | $220k | 3.3k | 66.67 | |
Laboratory Corp. of America Holdings | 0.1 | $203k | 2.0k | 100.25 | |
National Penn Bancshares | 0.1 | $196k | 19k | 10.16 | |
iShares Silver Trust (SLV) | 0.1 | $201k | 11k | 18.96 | |
Fifth Third Ban (FITB) | 0.1 | $185k | 10k | 18.03 | |
Service Corporation International (SCI) | 0.1 | $180k | 10k | 18.00 | |
Gabelli Utility Trust (GUT) | 0.1 | $180k | 28k | 6.45 | |
Templeton Emerging Markets Income Fund (TEI) | 0.1 | $179k | 12k | 14.92 | |
iShares Gold Trust | 0.1 | $164k | 14k | 11.97 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $150k | 19k | 7.86 | |
Applied Materials (AMAT) | 0.1 | $161k | 11k | 14.88 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $138k | 15k | 9.02 | |
First Commonwealth Financial (FCF) | 0.1 | $78k | 11k | 7.40 | |
Zynga | 0.1 | $70k | 25k | 2.78 |