WEST CHESTER CAPITAL ADVISORS, INC 13F Holdings

CIK 02805257 · WEST CHESTER, PA

As of Sep 30, 2023, WEST CHESTER CAPITAL ADVISORS, INC reported 43 positions worth $54.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—55,742$21.9M40.44%
LIVE OAK BANCSHARES INCLOBFinancial Services112,344$3.3M6.01%
APPLE INCAAPLTechnology12,971$2.2M4.10%
AMERISERV FINL INCASRVFinancial Services718,251 .9M3.52%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services5,166 .8M3.34%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—35,903 .8M3.34%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETFXLU—29,477 .7M3.21%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—11,578 .6M3.03%
ELI LILLY & COLLYHealthcare2,925 .6M2.90%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—20,749 .0M1.91%
BP PLCBPEnergy26,457 .0M1.89%
SPDR S&P 500 ETF TRUSTSPY—2,190$936.2K1.73%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—7,595$859.5K1.59%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—14,147$814.9K1.51%
VISA INC-CLASS A SHARESVFinancial Services3,435$790.1K1.46%
ISHARES CORE S&P 500 ETFIVV—1,632$700.8K1.29%
DANAHER CORPDHRHealthcare2,661$660.2K1.22%
PEPSICO INCPEPConsumer Defensive3,552$601.9K1.11%
MCDONALDS CORPMCDConsumer Cyclical2,277$599.9K1.11%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,025$579.1K1.07%
MICROSOFT CORPMSFTTechnology1,669$527.0K0.97%
CISCO SYSTEMS INCCSCOTechnology9,279$498.8K0.92%
PROSHARES ULTRA QQQQLD—8,342$495.1K0.91%
PROSHARES ULTRA S&P500SSO—8,876$473.8K0.88%
EXELON CORPEXCUtilities12,337$466.2K0.86%