West Chester Capital Advisors as of June 30, 2018
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 73 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ProShares Ultra S&P500 (SSO) | 16.5 | $12M | 110k | 111.29 | |
iShares S&P SmallCap 600 Index (IJR) | 9.4 | $7.0M | 84k | 83.50 | |
SPDR S&P MidCap 400 ETF (MDY) | 4.7 | $3.5M | 9.8k | 355.10 | |
Live Oak Bancshares (LOB) | 4.5 | $3.4M | 110k | 30.65 | |
Vanguard S&p 500 Etf idx (VOO) | 4.2 | $3.1M | 13k | 249.48 | |
Amazon (AMZN) | 4.0 | $3.0M | 1.8k | 1700.00 | |
Apple (AAPL) | 3.9 | $2.9M | 16k | 185.08 | |
Blackrock Build America Bond Trust (BBN) | 3.2 | $2.4M | 109k | 22.10 | |
Johnson & Johnson (JNJ) | 2.6 | $2.0M | 16k | 121.70 | |
AmeriServ Financial (ASRV) | 2.4 | $1.8M | 440k | 4.10 | |
Visa (V) | 2.3 | $1.7M | 13k | 132.49 | |
Facebook Inc cl a (META) | 1.9 | $1.4M | 7.2k | 194.32 | |
Spdr S&p 500 Etf (SPY) | 1.8 | $1.3M | 4.9k | 271.24 | |
Amgen (AMGN) | 1.8 | $1.3M | 7.3k | 184.59 | |
Altria (MO) | 1.8 | $1.3M | 24k | 56.80 | |
BP (BP) | 1.6 | $1.2M | 27k | 45.68 | |
Microsoft Corporation (MSFT) | 1.6 | $1.2M | 12k | 99.35 | |
Nike (NKE) | 1.3 | $994k | 13k | 79.69 | |
Verizon Communications (VZ) | 1.2 | $882k | 18k | 50.31 | |
Alphabet Inc Class C cs (GOOG) | 1.1 | $832k | 746.00 | 1115.28 | |
Bristol Myers Squibb (BMY) | 1.1 | $827k | 15k | 55.35 | |
Danaher Corporation (DHR) | 1.1 | $808k | 8.2k | 98.64 | |
Pepsi (PEP) | 1.1 | $807k | 7.4k | 108.92 | |
F.N.B. Corporation (FNB) | 0.9 | $685k | 51k | 13.42 | |
Gilead Sciences (GILD) | 0.9 | $676k | 9.5k | 70.79 | |
Coca-Cola Company (KO) | 0.9 | $655k | 15k | 43.83 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.9 | $653k | 38k | 17.26 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.9 | $646k | 5.9k | 109.79 | |
Eli Lilly & Co. (LLY) | 0.9 | $641k | 7.5k | 85.35 | |
Exelon Corporation (EXC) | 0.8 | $616k | 15k | 42.59 | |
McDonald's Corporation (MCD) | 0.8 | $565k | 3.6k | 156.81 | |
At&t (T) | 0.7 | $554k | 17k | 32.10 | |
Annaly Capital Management | 0.7 | $544k | 53k | 10.30 | |
MasterCard Incorporated (MA) | 0.7 | $507k | 2.6k | 196.51 | |
Exxon Mobil Corporation (XOM) | 0.7 | $506k | 6.1k | 82.92 | |
Chubb (CB) | 0.7 | $502k | 3.9k | 127.12 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $494k | 437.00 | 1130.43 | |
Boeing Company (BA) | 0.7 | $487k | 1.5k | 335.40 | |
Wal-Mart Stores (WMT) | 0.6 | $469k | 5.5k | 85.66 | |
Bank of America Corporation (BAC) | 0.6 | $436k | 15k | 28.29 | |
Booking Holdings (BKNG) | 0.6 | $442k | 218.00 | 2027.52 | |
Pfizer (PFE) | 0.6 | $430k | 12k | 36.30 | |
Wabtec Corporation (WAB) | 0.6 | $428k | 4.3k | 98.69 | |
Nuveen PA Investnt Quality Municipal (NQP) | 0.6 | $420k | 33k | 12.62 | |
iShares S&P 500 Index (IVV) | 0.5 | $404k | 1.5k | 273.16 | |
SPDR Barclays Capital High Yield B | 0.5 | $356k | 10k | 35.46 | |
Philip Morris International (PM) | 0.5 | $340k | 4.2k | 80.80 | |
Fiserv (FI) | 0.5 | $341k | 4.4k | 77.50 | |
Fifth Third Ban (FITB) | 0.4 | $330k | 12k | 28.71 | |
Chevron Corporation (CVX) | 0.4 | $322k | 2.5k | 126.62 | |
Citigroup (C) | 0.4 | $319k | 4.8k | 66.88 | |
T. Rowe Price (TROW) | 0.4 | $310k | 2.6k | 119.23 | |
Blackrock Muniyield Fund (MYD) | 0.4 | $298k | 22k | 13.32 | |
Cisco Systems (CSCO) | 0.4 | $294k | 6.8k | 43.15 | |
Berkshire Hathaway (BRK.B) | 0.4 | $281k | 1.5k | 186.84 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $274k | 5.1k | 53.99 | |
Merck & Co (MRK) | 0.4 | $265k | 4.4k | 60.74 | |
Becton, Dickinson and (BDX) | 0.3 | $259k | 1.1k | 239.59 | |
Vonage Holdings | 0.3 | $258k | 20k | 12.90 | |
Duke Energy (DUK) | 0.3 | $263k | 3.3k | 79.05 | |
EQT Corporation (EQT) | 0.3 | $245k | 4.4k | 55.23 | |
Energy Select Sector SPDR (XLE) | 0.3 | $228k | 3.0k | 76.00 | |
Goldman Sachs (GS) | 0.3 | $227k | 1.0k | 227.00 | |
SEI Investments Company (SEIC) | 0.3 | $218k | 3.4k | 64.12 | |
Clorox Company (CLX) | 0.3 | $215k | 1.6k | 135.56 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $215k | 2.6k | 83.24 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.3 | $206k | 16k | 13.29 | |
Kornit Digital (KRNT) | 0.2 | $178k | 10k | 17.80 | |
First Commonwealth Financial (FCF) | 0.2 | $162k | 10k | 15.52 | |
Quotient | 0.2 | $120k | 15k | 8.00 | |
BGC Partners | 0.1 | $113k | 10k | 11.30 | |
Rite Aid Corporation | 0.1 | $54k | 31k | 1.74 | |
Amarin Corporation (AMRN) | 0.0 | $32k | 10k | 3.10 |