Fund Update: AmeriServ Wealth Advisors Just Disclosed New Holdings

AmeriServ Wealth Advisors just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 227,975 shares of $IEF (~$21,079,438). This was a increase of ~6225.42% from their previous position.
• An increase of 161,982 shares of $IEI (~$18,735,171). This was a increase of ~2132.75% from their previous position.
• A decrease of 4,660 shares of $BRK.B (~$1,580,290). This was a increase of ~-90.21% from their previous position.
• A decrease of 1,287 shares of $DHR (~$344,793). This was a increase of ~-48.37% from their previous position.
• An increase of 75,370 shares of $SPHD (~$3,687,955). This was a increase of ~1467.77% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for AmeriServ Wealth Advisors for more details.