West Chester Capital Advisors

West Chester Capital Advisors as of March 31, 2017

Portfolio Holdings for West Chester Capital Advisors

West Chester Capital Advisors holds 29 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Tax Municpal Bd Tr SHS (BBN) 34.7 $27M 1.2M 22.39
Proshares Tr Pshs Ult S&p 500 (SSO) 9.5 $7.2M 85k 84.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.8 $6.8M 31k 216.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.0 $5.3M 17k 312.43
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $4.0M 57k 69.16
Live Oak Bancshares (LOB) 3.1 $2.4M 110k 21.65
Apple (AAPL) 3.1 $2.3M 16k 143.71
Johnson & Johnson (JNJ) 3.0 $2.3M 18k 124.22
Ishares Tr 1-3 Yr Tr Bd Etf (SHY) 2.7 $2.0M 24k 84.52
Altria (MO) 2.5 $1.9M 27k 71.40
AmeriServ Financial (ASRV) 2.1 $1.6M 426k 3.75
Ishares Msci Brz Cap Etf (EWZ) 1.9 $1.5M 39k 37.46
Verizon Communications (VZ) 1.8 $1.4M 28k 48.71
Trinity Industries (TRN) 1.3 $1.0M 39k 26.54
At&t (T) 1.3 $995k 24k 41.53
Nike CL B (NKE) 1.2 $939k 17k 55.75
BP Sponsored Adr (BP) 1.2 $931k 27k 34.52
Ford Mtr Co Del Com Par $0.01 (F) 1.1 $875k 75k 11.64
Bristol Myers Squibb (BMY) 1.1 $845k 16k 54.41
Microsoft Corporation (MSFT) 1.1 $824k 13k 65.93
General Mills (GIS) 1.0 $750k 13k 59.03
Annaly Capital Management 0.8 $595k 54k 11.12
F.N.B. Corporation (FNB) 0.7 $573k 39k 14.88
Coca-Cola Company (KO) 0.7 $571k 14k 42.40
General Electric Company 0.7 $514k 17k 29.75
Freeport-mcmoran CL B (FCX) 0.6 $457k 34k 13.36
Exelon Corporation (EXC) 0.6 $453k 13k 36.00
Pfizer (PFE) 0.6 $444k 13k 34.24
Spdr Series Trust Bloomberg Brclys 0.5 $418k 11k 36.91