WEST CHESTER CAPITAL ADVISORS, INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationjohnstown, PA
- CIK0001102062
- Alternate namesAmeriServ Wealth Advisors
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
63 | $185.32M | VOO, IEF, IEI, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 14, 2025 | 000117266125001082 | ||
43 | $54.13M | VOO, LOB, AAPL, UB2 | 13F-HR | Nov 9, 2023 | 000110206223000012 | ||
43 | $52.82M | VOO, LOB, AAPL, USFR | 13F-HR | Aug 14, 2023 | 000110206223000009 | ||
41 | $43.50M | USFR, VOO, RSP, LOB | 13F-HR | May 4, 2023 | 000110206223000005 | ||
43 | $50.16M | USFR, COEP, LOB, RSP | 13F-HR | Feb 6, 2023 | 000110206223000003 | ||
47 | $45.40M | USFR, LOB, VOO, RSP | 13F-HR | Oct 31, 2022 | 000110206222000010 | ||
49 | $42.47M | LOB, RSP, VOO, UB2 | 13F-HR | Jul 28, 2022 | 000110206222000008 | ||
67 | $136.96M | SSO, VOO, QLD, AAPL | 13F-HR | May 3, 2022 | 000110206222000005 | ||
63 | $145.72M | SSO, VOO, QLD, LOB | 13F-HR | Feb 11, 2022 | 000110206222000003 | ||
65 | $129.79M | SSO, VOO, QLD, LOB | 13F-HR | Nov 5, 2021 | 000110206221000011 | ||
70 | $128.44M | SSO, RSP, LOB, AAPL | 13F-HR | Jul 15, 2021 | 000110206221000007 | ||
66 | $116.64M | RSP, SSO, LOB, VOO | 13F-HR | May 4, 2021 | 000110206221000005 | ||
66 | $101.76M | VOO, AAPL, LOB, RSP | 13F-HR | Feb 3, 2021 | 000110206221000003 | ||
64 | $73.51M | SSO, VOO, V, LOB | 13F-HR | Nov 8, 2019 | 000110206219000009 | ||
70 | $76.63M | VOO, SSO, SPY, SPLV | 13F-HR | Jul 30, 2019 | 000110206219000006 | ||
68 | $47.91M | VOO, BBN, V, SPY | 13F-HR | Apr 24, 2019 | 000110206219000004 | ||
65 | $39.46M | BBN, UB2, SPY, LOB | 13F-HR | Feb 7, 2019 | 000110206219000002 | ||
75 | $80.08M | SSO, IJR, VOO, AAPL | 13F-HR | Oct 29, 2018 | 000110206218000010 | ||
73 | $74.47M | SSO, IJR, MDY, LOB | 13F-HR | Jul 25, 2018 | 000110206218000008 | ||
77 | $88.43M | SSO, BBN, EEM, VOO | 13F-HR | May 4, 2018 | 000110206218000006 | ||
73 | $103.56M | BBN, SSO, MDY, EEM | 13F-HR | Feb 12, 2018 | 000110206218000002 | ||
29 | $76.46M | BBN, SSO, VOO, MDY | 13F-HR | May 12, 2017 | 000110206217000005 | ||
32 | $85.61M | BBN, VOO, SSO, MDY | 13F-HR | Jan 30, 2017 | 000110206217000002 | ||
74 | $79.03M | BBN, SHY, VOO, GQ9 | 13F-HR | Nov 14, 2016 | 000110206216000019 | ||
28 | $67.24M | BBN, TLT, VOO, PFF | 13F-HR | Aug 8, 2016 | 000110206216000017 | ||
26 | $58.94M | BBN, VOO, TLT, MO | 13F-HR | May 13, 2016 | 000110206216000015 | ||
29 | $42.17M | VOO, AAPL, TLT, JNJ | 13F-HR | Feb 8, 2016 | 000110206216000012 | ||
60 | $52.45M | VOO, AAPL, TLT, SPY | 13F-HR | Nov 12, 2015 | 000110206215000010 | ||
150 | $86.05M | VOO, AAPL, EFA, HEDJ | RESTATEMENT | Aug 11, 2015 | 000110206215000008 | ||
86 | $86.81M | VOO, AAPL, HEDJ, SPY | 13F-HR | May 14, 2015 | 000110206215000004 | ||
122 | $103.15M | VOO, SPY, AAPL, CHI | 13F-HR | Feb 13, 2015 | 000110206215000002 | ||
104 | $57.84M | AAPL, MO, JNJ, XOM | 13F-HR | Nov 17, 2014 | 000110206214000010 | ||
116 | $93.17M | VOO, SPY, AAPL, CHI | 13F-HR | Aug 18, 2014 | 000110206214000008 | ||
130 | $99.58M | VOO, SPY, VXF, AAPL | 13F-HR | May 14, 2014 | 000110206214000005 | ||
183 | $167.66M | VOO, SPY, XOM, AAPL | 13F-HR | Feb 14, 2014 | 000110206214000002 |