West Chester Capital Advisors

West Chester Capital Advisors as of March 31, 2022

Portfolio Holdings for West Chester Capital Advisors

West Chester Capital Advisors holds 67 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares Tr Pshs Ult S&p 500 (SSO) 21.2 $29M 444k 65.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.0 $27M 66k 415.17
Proshares Tr Pshs Ultra Qqq (QLD) 8.1 $11M 154k 71.92
Apple (AAPL) 4.9 $6.7M 38k 174.60
Live Oak Bancshares (LOB) 4.2 $5.7M 112k 50.89
Amazon (AMZN) 2.9 $4.0M 1.2k 3259.69
Visa Com Cl A (V) 2.5 $3.5M 16k 221.75
Microsoft Corporation (MSFT) 2.1 $2.8M 9.2k 308.33
Nucor Corporation (NUE) 1.9 $2.6M 18k 148.62
AmeriServ Financial (ASRV) 1.8 $2.4M 603k 4.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.1M 6.0k 352.85
Prudential Financial (PRU) 1.2 $1.7M 14k 118.18
PNC Financial Services (PNC) 1.2 $1.6M 8.9k 184.46
Danaher Corporation (DHR) 1.2 $1.6M 5.5k 293.29
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.5M 543.00 2793.74
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 518.00 2781.85
Eli Lilly & Co. (LLY) 1.0 $1.4M 5.0k 286.37
Royal Caribbean Cruises (RCL) 1.0 $1.4M 16k 83.80
Duke Energy Corp Com New (DUK) 1.0 $1.3M 12k 111.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.2M 2.7k 451.45
Freeport-mcmoran CL B (FCX) 0.9 $1.2M 25k 49.75
Nike CL B (NKE) 0.9 $1.2M 8.9k 134.54
Amgen (AMGN) 0.9 $1.2M 4.8k 241.81
Johnson & Johnson (JNJ) 0.8 $1.1M 6.4k 177.29
Altria (MO) 0.8 $1.0M 20k 52.23
Wal-Mart Stores (WMT) 0.7 $903k 6.1k 148.89
Bristol Myers Squibb (BMY) 0.7 $895k 12k 73.01
Exelon Corporation (EXC) 0.6 $889k 19k 47.61
Home Depot (HD) 0.6 $871k 2.9k 299.21
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.6 $838k 38k 22.03
BP Sponsored Adr (BP) 0.6 $822k 28k 29.40
Lennar Corp Cl A (LEN) 0.6 $822k 10k 81.13
Verizon Communications (VZ) 0.6 $811k 16k 50.92
Ishares Tr Core S&p500 Etf (IVV) 0.5 $740k 1.6k 453.63
Pepsi (PEP) 0.5 $716k 4.3k 167.37
Walt Disney Company (DIS) 0.5 $714k 5.2k 137.20
Kroger (KR) 0.5 $696k 12k 57.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $681k 4.3k 157.75
Exxon Mobil Corporation (XOM) 0.5 $649k 7.9k 82.60
NVIDIA Corporation (NVDA) 0.5 $619k 2.3k 272.69
Paypal Holdings (PYPL) 0.5 $617k 5.3k 115.56
McDonald's Corporation (MCD) 0.4 $606k 2.5k 247.25
Cisco Systems (CSCO) 0.4 $508k 9.1k 55.74
Nuveen PA Investnt Quality Municipal (NQP) 0.3 $449k 33k 13.49
Booking Holdings (BKNG) 0.3 $437k 186.00 2349.46
JPMorgan Chase & Co. (JPM) 0.3 $430k 3.2k 136.33
F.N.B. Corporation (FNB) 0.3 $414k 33k 12.44
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $381k 11k 36.39
Occidental Petroleum Corporation (OXY) 0.3 $369k 6.5k 56.77
General Mills (GIS) 0.3 $348k 5.1k 67.68
Constellation Energy (CEG) 0.3 $344k 6.1k 56.33
Abbvie (ABBV) 0.2 $329k 2.0k 161.99
Becton, Dickinson and (BDX) 0.2 $320k 1.2k 266.22
Meta Platforms Cl A (META) 0.2 $310k 1.4k 222.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $295k 3.6k 82.17
Chevron Corporation (CVX) 0.2 $294k 1.8k 163.06
Blackrock Muniyield Fund (MYD) 0.2 $283k 22k 12.65
CVS Caremark Corporation (CVS) 0.2 $280k 2.8k 101.23
United Parcel Service CL B (UPS) 0.2 $268k 1.3k 214.40
Ansys (ANSS) 0.2 $238k 750.00 317.33
Bank of America Corporation (BAC) 0.2 $234k 5.7k 41.21
Abbott Laboratories (ABT) 0.2 $231k 2.0k 118.34
Gabelli Equity Trust (GAB) 0.2 $221k 32k 6.92
Mastercard Incorporated Cl A (MA) 0.2 $214k 600.00 356.67
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $207k 16k 13.35
Citigroup Com New (C) 0.2 $206k 3.9k 53.44
Quotient SHS 0.0 $44k 37k 1.19