WEST CHESTER CAPITAL ADVISORS, INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WC WEST CHESTER CAPITAL ADVISORS, INC | Institutional Filer | ▼ 8.92% | $156.7M | 59 |
Current Portfolio Holdings
Showing all 59 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 126K | $75.0M | 47.88% |
| 2 | IEF | ISHARES TR | — | 154K | $14.7M | 9.37% |
| 3 | IEI | ISHARES TR | — | 120K | $14.3M | 9.12% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | — | 100K | $5.8M | 3.72% |
| 5 | IGSB | ISHARES TR | — | 94K | $5.0M | 3.17% |
| 6 | VGLT | VANGUARD SCOTTSDALE FDS | — | 60K | $3.3M | 2.11% |
| 7 | ASRV | AmeriServ Financial, Inc. | Financial Services | 889K | $3.2M | 2.05% |
| 8 | LLY | Eli Lilly and Company | Healthcare | 3K | $2.6M | 1.65% |
| 9 | AAPL | Apple Inc. | Technology | 9K | $2.2M | 1.43% |
| 10 | NVDA | NVIDIA Corporation | Technology | 10K | $1.8M | 1.14% |
| 11 | IWM | iShares Russell 2000 ETF | — | 6K | $1.6M | 1.01% |
| 12 | IGIB | ISHARES TR | — | 28K | $1.5M | 0.94% |
| 13 | QQQ | Invesco QQQ Trust | — | 2K | $1.3M | 0.86% |
| 14 | XLB | Materials Select Sector SPDR Fund | — | 26K | $1.3M | 0.83% |
| 15 | XLK | Technology Select Sector SPDR Fund | — | 9K | $1.2M | 0.75% |
Showing 1 to 15 of 59 holdings