West Chester Capital Advisors as of June 30, 2014
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 116 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 21.0 | $20M | 109k | 179.43 | |
Spdr S&p 500 Etf (SPY) | 4.2 | $3.9M | 20k | 195.71 | |
Apple (AAPL) | 3.4 | $3.1M | 34k | 92.93 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 3.3 | $3.1M | 219k | 14.03 | |
Vanguard Extended Market ETF (VXF) | 2.9 | $2.7M | 31k | 87.73 | |
Johnson & Johnson (JNJ) | 2.2 | $2.1M | 20k | 104.60 | |
Altria (MO) | 2.1 | $1.9M | 46k | 41.95 | |
Exxon Mobil Corporation (XOM) | 2.0 | $1.9M | 19k | 100.73 | |
AmeriServ Financial (ASRV) | 2.0 | $1.9M | 546k | 3.48 | |
Visa (V) | 1.8 | $1.7M | 7.9k | 210.69 | |
MasterCard Incorporated (MA) | 1.3 | $1.2M | 16k | 73.48 | |
Philip Morris International (PM) | 1.3 | $1.2M | 14k | 84.31 | |
Verizon Communications (VZ) | 1.2 | $1.1M | 22k | 48.95 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.1 | $1.0M | 11k | 95.16 | |
Bristol Myers Squibb (BMY) | 1.1 | $1.0M | 21k | 48.50 | |
E.I. du Pont de Nemours & Company | 1.1 | $984k | 15k | 65.41 | |
Microsoft Corporation (MSFT) | 1.0 | $943k | 23k | 41.70 | |
Danaher Corporation (DHR) | 1.0 | $937k | 12k | 78.73 | |
F.N.B. Corporation (FNB) | 1.0 | $942k | 74k | 12.82 | |
Eli Lilly & Co. (LLY) | 0.9 | $886k | 14k | 62.15 | |
Gilead Sciences (GILD) | 0.9 | $881k | 11k | 82.88 | |
General Electric Company | 0.9 | $873k | 33k | 26.28 | |
Amazon (AMZN) | 0.9 | $854k | 2.6k | 324.78 | |
McDonald's Corporation (MCD) | 0.9 | $847k | 8.4k | 100.75 | |
Halliburton Company (HAL) | 0.9 | $812k | 11k | 71.04 | |
Eaton (ETN) | 0.8 | $791k | 10k | 77.14 | |
Gabelli Equity Trust (GAB) | 0.8 | $780k | 104k | 7.53 | |
GlaxoSmithKline | 0.8 | $772k | 14k | 53.47 | |
Franklin Resources (BEN) | 0.8 | $763k | 13k | 57.80 | |
Pepsi (PEP) | 0.8 | $759k | 8.5k | 89.34 | |
Morgan Stanley (MS) | 0.8 | $753k | 23k | 32.31 | |
SPDR Barclays Capital High Yield B | 0.8 | $746k | 18k | 41.73 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $740k | 11k | 68.42 | |
At&t (T) | 0.8 | $708k | 20k | 35.35 | |
Foot Locker (FL) | 0.7 | $659k | 13k | 50.69 | |
Kodiak Oil & Gas | 0.7 | $640k | 44k | 14.56 | |
Caterpillar (CAT) | 0.7 | $630k | 5.8k | 108.62 | |
Southern Company (SO) | 0.7 | $630k | 14k | 45.40 | |
General Mills (GIS) | 0.7 | $626k | 12k | 52.53 | |
Magellan Midstream Partners | 0.7 | $627k | 7.5k | 83.99 | |
Goldman Sachs (GS) | 0.7 | $603k | 3.6k | 167.50 | |
T. Rowe Price (TROW) | 0.7 | $608k | 7.2k | 84.44 | |
SEI Investments Company (SEIC) | 0.6 | $583k | 18k | 32.75 | |
Sunoco Logistics Partners | 0.6 | $578k | 12k | 47.11 | |
Fiserv (FI) | 0.6 | $555k | 9.2k | 60.33 | |
Honeywell International (HON) | 0.6 | $548k | 5.9k | 92.88 | |
Bank of America Corporation (BAC) | 0.6 | $543k | 35k | 15.36 | |
Berkshire Hathaway (BRK.B) | 0.6 | $543k | 4.3k | 126.38 | |
iShares S&P Global Technology Sect. (IXN) | 0.6 | $536k | 6.0k | 89.04 | |
Boeing Company (BA) | 0.6 | $534k | 4.2k | 127.14 | |
Procter & Gamble Company (PG) | 0.6 | $535k | 6.8k | 78.65 | |
Icahn Enterprises (IEP) | 0.6 | $524k | 5.3k | 99.75 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.6 | $508k | 6.0k | 84.67 | |
CSX Corporation (CSX) | 0.5 | $496k | 16k | 30.82 | |
Enterprise Products Partners (EPD) | 0.5 | $479k | 6.1k | 78.29 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.5 | $468k | 9.2k | 50.87 | |
C.R. Bard | 0.5 | $434k | 3.0k | 142.91 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $426k | 7.4k | 57.57 | |
Clorox Company (CLX) | 0.5 | $429k | 4.7k | 91.43 | |
Merck & Co (MRK) | 0.4 | $412k | 7.1k | 57.82 | |
3D Systems Corporation (DDD) | 0.4 | $398k | 6.6k | 59.79 | |
Colgate-Palmolive Company (CL) | 0.4 | $395k | 5.8k | 68.10 | |
Air Products & Chemicals (APD) | 0.4 | $386k | 3.0k | 128.67 | |
Berkshire Hathaway (BRK.A) | 0.4 | $380k | 2.00 | 190000.00 | |
Schlumberger (SLB) | 0.4 | $377k | 3.2k | 117.81 | |
Ingersoll-rand Co Ltd-cl A | 0.4 | $375k | 6.0k | 62.50 | |
Duke Energy (DUK) | 0.4 | $370k | 5.0k | 74.13 | |
Intercontinental Exchange (ICE) | 0.4 | $369k | 2.0k | 189.13 | |
Automatic Data Processing (ADP) | 0.4 | $365k | 4.6k | 79.35 | |
Targa Resources Partners | 0.4 | $364k | 5.1k | 71.97 | |
Baxter International (BAX) | 0.4 | $354k | 4.9k | 72.24 | |
United Technologies Corporation | 0.4 | $358k | 3.1k | 115.48 | |
Illinois Tool Works (ITW) | 0.4 | $350k | 4.0k | 87.50 | |
Spectra Energy Partners | 0.4 | $349k | 6.5k | 53.40 | |
Wal-Mart Stores (WMT) | 0.4 | $334k | 4.4k | 75.10 | |
Plains All American Pipeline (PAA) | 0.4 | $332k | 5.5k | 59.98 | |
Indexiq Global Agribusiness Sm | 0.4 | $334k | 12k | 27.38 | |
Directv | 0.4 | $338k | 4.0k | 84.88 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $326k | 2.9k | 111.20 | |
priceline.com Incorporated | 0.3 | $322k | 267.00 | 1204.44 | |
Wells Fargo & Company (WFC) | 0.3 | $315k | 6.0k | 52.50 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $313k | 3.3k | 93.83 | |
Kinder Morgan Energy Partners | 0.3 | $306k | 3.7k | 82.28 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.3 | $304k | 5.0k | 60.80 | |
Energy Select Sector SPDR (XLE) | 0.3 | $302k | 3.0k | 100.00 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $302k | 7.0k | 43.14 | |
Exelon Corporation (EXC) | 0.3 | $290k | 7.9k | 36.46 | |
SPDR S&P Dividend (SDY) | 0.3 | $289k | 3.8k | 76.65 | |
Regency Energy Partners | 0.3 | $277k | 8.6k | 32.17 | |
New York Mortgage Trust | 0.3 | $283k | 36k | 7.81 | |
Stanley Black & Decker (SWK) | 0.3 | $272k | 3.1k | 87.74 | |
Intel Corporation (INTC) | 0.3 | $267k | 8.7k | 30.87 | |
Celgene Corporation | 0.3 | $266k | 3.1k | 85.76 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $268k | 6.7k | 39.94 | |
SPDR DJ International Real Estate ETF (RWX) | 0.3 | $274k | 6.2k | 44.19 | |
Chevron Corporation (CVX) | 0.3 | $261k | 2.0k | 130.50 | |
UnitedHealth (UNH) | 0.3 | $262k | 3.2k | 81.88 | |
Service Corporation International (SCI) | 0.3 | $249k | 12k | 20.75 | |
Dcp Midstream Partners | 0.3 | $247k | 4.3k | 57.06 | |
Fresenius Medical Care AG & Co. (FMS) | 0.3 | $247k | 7.4k | 33.43 | |
Market Vectors Indonesia Index | 0.3 | $247k | 10k | 24.64 | |
Fifth Third Ban (FITB) | 0.3 | $245k | 12k | 21.35 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $237k | 6.5k | 36.46 | |
Bunge | 0.2 | $227k | 3.0k | 75.67 | |
Allergan | 0.2 | $224k | 1.3k | 169.15 | |
Williams Partners | 0.2 | $222k | 4.1k | 54.17 | |
Market Vectors Agribusiness | 0.2 | $226k | 4.1k | 55.12 | |
NuStar Energy | 0.2 | $211k | 3.4k | 62.13 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $213k | 2.8k | 77.01 | |
Gabelli Utility Trust (GUT) | 0.2 | $200k | 27k | 7.35 | |
iShares MSCI Malaysia Index Fund | 0.2 | $186k | 12k | 15.90 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $177k | 19k | 9.54 | |
Annaly Capital Management | 0.2 | $168k | 15k | 11.41 | |
Templeton Emerging Markets Income Fund (TEI) | 0.1 | $138k | 10k | 13.80 | |
First Commonwealth Financial (FCF) | 0.1 | $96k | 10k | 9.20 | |
Hudson Technologies (HDSN) | 0.1 | $58k | 20k | 2.90 |