West Chester Capital Advisors as of Sept. 30, 2013
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 179 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 | 10.0 | $16M | 204k | 77.00 | |
Spdr S&p 500 Etf (SPY) | 3.6 | $5.7M | 34k | 168.01 | |
Apple (AAPL) | 2.5 | $4.0M | 8.3k | 476.83 | |
Exxon Mobil Corporation (XOM) | 2.5 | $3.9M | 46k | 86.03 | |
Johnson & Johnson (JNJ) | 1.9 | $3.0M | 34k | 86.70 | |
Microsoft Corporation (MSFT) | 1.6 | $2.5M | 76k | 33.28 | |
Philip Morris International (PM) | 1.4 | $2.3M | 26k | 86.58 | |
Altria (MO) | 1.4 | $2.3M | 66k | 34.35 | |
SEI Investments Company (SEIC) | 1.4 | $2.2M | 70k | 30.91 | |
T. Rowe Price (TROW) | 1.4 | $2.1M | 30k | 71.93 | |
Fiserv (FI) | 1.3 | $2.1M | 21k | 101.05 | |
Vanguard Extended Market ETF (VXF) | 1.3 | $2.1M | 27k | 77.13 | |
Procter & Gamble Company (PG) | 1.3 | $2.0M | 27k | 75.58 | |
WisdomTree Japan Total Dividend (DXJ) | 1.3 | $2.0M | 42k | 47.92 | |
NYSE Euronext | 1.2 | $2.0M | 47k | 41.97 | |
Vanguard Mega Cap 300 Index (MGC) | 1.2 | $1.9M | 34k | 57.42 | |
Berkshire Hathaway (BRK.B) | 1.2 | $1.9M | 17k | 113.51 | |
Bristol Myers Squibb (BMY) | 1.2 | $1.8M | 40k | 46.29 | |
Franklin Resources (BEN) | 1.1 | $1.7M | 34k | 50.54 | |
Goldman Sachs (GS) | 1.1 | $1.7M | 11k | 158.21 | |
Caterpillar (CAT) | 1.1 | $1.7M | 20k | 83.42 | |
Visa (V) | 1.1 | $1.7M | 8.7k | 191.11 | |
General Electric Company | 1.1 | $1.6M | 69k | 23.89 | |
Boeing Company (BA) | 1.0 | $1.6M | 13k | 117.51 | |
Verizon Communications (VZ) | 1.0 | $1.5M | 33k | 46.67 | |
Ingersoll-rand Co Ltd-cl A | 1.0 | $1.5M | 24k | 64.93 | |
Pepsi (PEP) | 1.0 | $1.5M | 19k | 79.51 | |
AmeriServ Financial (ASRV) | 0.9 | $1.5M | 469k | 3.15 | |
Honeywell International (HON) | 0.9 | $1.5M | 18k | 83.03 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.9 | $1.3M | 31k | 43.45 | |
Indexiq Global Agribusiness Sm | 0.9 | $1.4M | 50k | 27.14 | |
Schlumberger (SLB) | 0.8 | $1.3M | 15k | 88.37 | |
United Technologies Corporation | 0.8 | $1.3M | 12k | 107.81 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.3M | 25k | 51.70 | |
Foot Locker (FL) | 0.8 | $1.3M | 39k | 33.94 | |
Intel Corporation (INTC) | 0.8 | $1.2M | 54k | 22.92 | |
McDonald's Corporation (MCD) | 0.7 | $1.1M | 12k | 96.29 | |
iShares S&P Global Technology Sect. (IXN) | 0.7 | $1.1M | 15k | 74.84 | |
Energy Select Sector SPDR (XLE) | 0.7 | $1.1M | 14k | 82.90 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.7 | $1.1M | 24k | 46.66 | |
Baxter International (BAX) | 0.7 | $1.1M | 17k | 65.72 | |
Chevron Corporation (CVX) | 0.7 | $1.1M | 8.9k | 121.51 | |
Bank of America Corporation (BAC) | 0.7 | $1.1M | 76k | 13.79 | |
Cisco Systems (CSCO) | 0.7 | $1.0M | 44k | 23.43 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.7 | $1.0M | 11k | 91.59 | |
Market Vectors Indonesia Index | 0.6 | $985k | 43k | 22.93 | |
E.I. du Pont de Nemours & Company | 0.6 | $961k | 16k | 58.58 | |
SPDR Barclays Capital High Yield B | 0.6 | $962k | 24k | 39.85 | |
PPG Industries (PPG) | 0.6 | $949k | 5.7k | 167.02 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $933k | 23k | 40.77 | |
Icahn Enterprises (IEP) | 0.6 | $931k | 11k | 83.29 | |
Alerian Mlp Etf | 0.6 | $927k | 53k | 17.59 | |
Automatic Data Processing (ADP) | 0.6 | $916k | 13k | 72.41 | |
At&t (T) | 0.6 | $881k | 26k | 33.79 | |
Stanley Black & Decker (SWK) | 0.6 | $875k | 9.7k | 90.57 | |
Merck & Co (MRK) | 0.6 | $878k | 18k | 47.62 | |
Amazon (AMZN) | 0.6 | $861k | 2.8k | 312.53 | |
iShares MSCI Malaysia Index Fund | 0.6 | $860k | 57k | 15.03 | |
Colgate-Palmolive Company (CL) | 0.5 | $851k | 14k | 59.30 | |
Danaher Corporation (DHR) | 0.5 | $819k | 12k | 69.30 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $822k | 25k | 33.08 | |
3M Company (MMM) | 0.5 | $793k | 6.6k | 119.43 | |
GlaxoSmithKline | 0.5 | $777k | 16k | 50.16 | |
Eli Lilly & Co. (LLY) | 0.5 | $747k | 15k | 50.30 | |
Mondelez Int (MDLZ) | 0.5 | $756k | 24k | 31.43 | |
Eaton (ETN) | 0.5 | $759k | 11k | 68.81 | |
CSX Corporation (CSX) | 0.5 | $715k | 28k | 25.94 | |
SPDR DJ International Real Estate ETF (RWX) | 0.5 | $729k | 17k | 42.14 | |
Bunge | 0.5 | $706k | 9.3k | 75.91 | |
Illinois Tool Works (ITW) | 0.4 | $689k | 9.0k | 76.22 | |
Morgan Stanley (MS) | 0.4 | $679k | 25k | 26.96 | |
Southern Company (SO) | 0.4 | $673k | 16k | 41.21 | |
iShares S&P Latin America 40 Index (ILF) | 0.4 | $671k | 18k | 38.29 | |
Air Products & Chemicals (APD) | 0.4 | $645k | 6.1k | 106.59 | |
Terex Corporation (TEX) | 0.4 | $605k | 18k | 33.61 | |
Market Vectors Agribusiness | 0.4 | $619k | 12k | 51.37 | |
Ega Emerging Global Shs Tr emrg gl dj | 0.4 | $614k | 23k | 26.93 | |
Abbvie (ABBV) | 0.4 | $606k | 14k | 44.72 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $591k | 9.3k | 63.78 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $592k | 15k | 40.11 | |
Pioneer Natural Resources | 0.4 | $578k | 3.1k | 188.95 | |
Gabelli Equity Trust (GAB) | 0.4 | $581k | 87k | 6.72 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.4 | $561k | 15k | 37.08 | |
Vulcan Materials Company (VMC) | 0.4 | $567k | 11k | 51.78 | |
Ralph Lauren Corp (RL) | 0.4 | $568k | 3.4k | 164.69 | |
Halliburton Company (HAL) | 0.3 | $544k | 11k | 48.10 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $543k | 5.3k | 102.45 | |
Coca-Cola Company (KO) | 0.3 | $528k | 14k | 37.90 | |
Wal-Mart Stores (WMT) | 0.3 | $542k | 7.3k | 74.00 | |
Home Depot (HD) | 0.3 | $530k | 7.0k | 75.89 | |
Pfizer (PFE) | 0.3 | $541k | 19k | 28.74 | |
Clorox Company (CLX) | 0.3 | $533k | 6.5k | 81.69 | |
Baker Hughes Incorporated | 0.3 | $518k | 11k | 49.10 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.3 | $516k | 2.5k | 209.76 | |
SPDR S&P Emerging Middle Est & Afrca ETF | 0.3 | $519k | 7.7k | 67.23 | |
Gilead Sciences (GILD) | 0.3 | $501k | 8.0k | 62.87 | |
Yum! Brands (YUM) | 0.3 | $493k | 6.9k | 71.45 | |
General Mills (GIS) | 0.3 | $482k | 10k | 47.96 | |
Kennametal (KMT) | 0.3 | $494k | 11k | 45.57 | |
Gladstone Ld (LAND) | 0.3 | $488k | 32k | 15.25 | |
Wells Fargo & Company (WFC) | 0.3 | $467k | 11k | 41.33 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $477k | 3.4k | 139.07 | |
GulfMark Offshore | 0.3 | $468k | 9.2k | 50.87 | |
iShares Russell 2000 Index (IWM) | 0.3 | $457k | 4.3k | 106.53 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $456k | 4.5k | 102.47 | |
SPDR S&P Emerging Europe | 0.3 | $463k | 12k | 40.26 | |
Brazil Infrastructure Index Fund | 0.3 | $457k | 25k | 18.22 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.3 | $451k | 4.3k | 104.88 | |
C.R. Bard | 0.3 | $442k | 3.8k | 115.17 | |
Hershey Company (HSY) | 0.3 | $435k | 4.7k | 92.55 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.3 | $424k | 8.9k | 47.64 | |
Market Vectors Etf Tr Rare Earth Strategic Metals Etf etf | 0.3 | $421k | 10k | 41.89 | |
Sunoco Logistics Partners | 0.3 | $410k | 6.2k | 66.44 | |
3D Systems Corporation (DDD) | 0.3 | $416k | 7.7k | 53.97 | |
F.N.B. Corporation (FNB) | 0.2 | $394k | 33k | 12.13 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $386k | 6.3k | 60.98 | |
Duke Energy (DUK) | 0.2 | $387k | 5.8k | 66.70 | |
Nuance Communications | 0.2 | $375k | 20k | 18.70 | |
Magellan Midstream Partners | 0.2 | $373k | 6.6k | 56.48 | |
Insperity (NSP) | 0.2 | $380k | 10k | 37.62 | |
Xerox Corporation | 0.2 | $362k | 35k | 10.29 | |
PowerShares Global Water Portfolio | 0.2 | $355k | 17k | 21.13 | |
Berkshire Hathaway (BRK.A) | 0.2 | $341k | 2.00 | 170500.00 | |
UnitedHealth (UNH) | 0.2 | $352k | 4.9k | 71.54 | |
Enterprise Products Partners (EPD) | 0.2 | $341k | 5.6k | 60.97 | |
iShares MSCI BRIC Index Fund (BKF) | 0.2 | $339k | 9.1k | 37.25 | |
America Movil Sab De Cv spon adr l | 0.2 | $329k | 17k | 19.81 | |
Penske Automotive (PAG) | 0.2 | $318k | 7.5k | 42.68 | |
International Business Machines (IBM) | 0.2 | $306k | 1.7k | 185.45 | |
Plains All American Pipeline (PAA) | 0.2 | $293k | 5.6k | 52.60 | |
Fresenius Medical Care AG & Co. (FMS) | 0.2 | $304k | 9.4k | 32.42 | |
Kinder Morgan Energy Partners | 0.2 | $306k | 3.8k | 79.85 | |
Kraft Foods | 0.2 | $305k | 5.8k | 52.45 | |
Intuitive Surgical (ISRG) | 0.2 | $278k | 740.00 | 375.56 | |
priceline.com Incorporated | 0.2 | $282k | 278.00 | 1012.88 | |
Spectra Energy Partners | 0.2 | $288k | 6.6k | 43.83 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $285k | 3.6k | 79.02 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.2 | $276k | 2.6k | 108.24 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.2 | $276k | 2.7k | 102.22 | |
Enbridge Energy Partners | 0.2 | $268k | 8.8k | 30.46 | |
Targa Resources Partners | 0.2 | $262k | 5.1k | 51.47 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $271k | 3.5k | 76.77 | |
ETFS WHITE METALS BASKET TR PHY Wm Bsk | 0.2 | $261k | 6.4k | 40.78 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.2 | $263k | 3.5k | 75.14 | |
PNC Financial Services (PNC) | 0.2 | $256k | 3.5k | 72.58 | |
Royal Dutch Shell | 0.2 | $251k | 3.8k | 65.62 | |
Chicago Bridge & Iron Company | 0.2 | $244k | 3.6k | 67.78 | |
iShares Russell Microcap Index (IWC) | 0.2 | $247k | 3.6k | 68.61 | |
WisdomTree Middle East Dividend FundETF | 0.2 | $255k | 14k | 17.99 | |
Etfs Precious Metals Basket phys pm bskt | 0.2 | $253k | 3.5k | 72.29 | |
Annaly Capital Management | 0.1 | $234k | 20k | 11.58 | |
MasterCard Incorporated (MA) | 0.1 | $239k | 355.00 | 673.85 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $238k | 2.5k | 94.31 | |
CVS Caremark Corporation (CVS) | 0.1 | $238k | 4.2k | 56.67 | |
Helmerich & Payne (HP) | 0.1 | $241k | 3.5k | 68.86 | |
Unilever | 0.1 | $238k | 6.3k | 37.73 | |
Ares Capital Corporation (ARCC) | 0.1 | $238k | 14k | 17.33 | |
0.1 | $225k | 257.00 | 875.58 | ||
Dcp Midstream Partners | 0.1 | $216k | 4.4k | 49.58 | |
iShares Silver Trust (SLV) | 0.1 | $219k | 11k | 20.86 | |
Artesian Resources Corporation (ARTNA) | 0.1 | $216k | 9.7k | 22.27 | |
New York Mortgage Trust | 0.1 | $220k | 35k | 6.24 | |
BlackRock (BLK) | 0.1 | $210k | 775.00 | 270.97 | |
Walt Disney Company (DIS) | 0.1 | $200k | 3.1k | 64.41 | |
Laboratory Corp. of America Holdings | 0.1 | $201k | 2.0k | 99.26 | |
Paccar (PCAR) | 0.1 | $200k | 3.6k | 55.56 | |
Williams Partners | 0.1 | $202k | 3.8k | 52.87 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $203k | 2.0k | 100.00 | |
Directv | 0.1 | $210k | 3.5k | 59.82 | |
Fifth Third Ban (FITB) | 0.1 | $185k | 10k | 18.00 | |
Service Corporation International (SCI) | 0.1 | $186k | 10k | 18.60 | |
Applied Materials (AMAT) | 0.1 | $190k | 11k | 17.56 | |
National Penn Bancshares | 0.1 | $194k | 19k | 10.05 | |
iShares Gold Trust | 0.1 | $174k | 14k | 12.89 | |
Gabelli Utility Trust (GUT) | 0.1 | $176k | 28k | 6.37 | |
Templeton Emerging Markets Income Fund (TEI) | 0.1 | $171k | 12k | 14.25 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $158k | 19k | 8.28 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $122k | 15k | 8.08 | |
First Commonwealth Financial (FCF) | 0.1 | $80k | 11k | 7.59 |