West Chester Capital Advisors, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

West Chester Capital Advisors, Inc

CIK Number: 0001102062

202.31M
Market Value
58
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
597.87
+0.23% 97.11K +0.50% 49.91M 538.69 28.86% Share
2 IEF iShares 7-10 Ye...
96.85
-0.24% 223.52K -3.51% 21.32M 92.45 12.33% Share
3 IEI iShares 3-7 Yea...
119.89
-0.16% 163.88K -3.36% 19.36M 115.55 11.19% Share
4 VGLT Vanguard Long-T...
56.82
-0.46% 227.6K -18.25% 13.11M 55.35 7.58% Share
5 VGSH Vanguard Short-...
58.78
-0.12% 119.23K -7.01% 7M 58.18 4.05% Share
6 IGSB iShares 1-5 Yea...
52.99
-0.04% 89.23K -1.47% 4.67M 51.7 2.70% Share
7 XLU Utilities Selec...
83.21
+0.71% 57.9K +1.40% 4.57M 75.73 2.64% Share
8 VOOG Vanguard S&P 50...
422.52
+0.36% 11.13K -18.8% 3.72M 366.06 2.15% Share
9 NVDA NVIDIA Corporat...
170.76
+1.46% 34.06K -23.93% 3.69M 134.29 2.13% Share
10 LLY Eli Lilly and C...
750.59
+1.62% 3.12K -2.07% 2.57M 772 1.49% Share
11 XLC Communication S...
115.47
+0.57% 26.5K +100.00% 2.56M 96.45 1.48% Share
12 IGIB iShares 5-10 Ye...
54.04
-0.11% 48.49K -2.08% 2.55M 51.51 1.47% Share
13 AAPL Apple Inc.
234.35
-1.48% 10.76K -16.97% 2.39M 250.42 1.38% Share
14 HYG iShares iBoxx $...
80.78
-0.11% 29.77K +469.27% 2.35M 78.85 1.36% Share
15 XLE Energy Select S...
87.61
+0.52% 23.79K +100.00% 2.22M 93.45 1.29% Share
16 ASRV AmeriServ Finan...
2.85
-0.35% 902.36K +12.54% 2.19M 2.65 1.27% Share
17 XLB Materials Selec...
90.54
-1.63% 25.47K +100.00% 2.19M 85.98 1.27% Share
18 XLV Health Care Sel...
138.59
+0.54% 14.28K +100.00% 2.09M 146.01 1.21% Share
19 XLF Financial Selec...
53.33
+0.42% 37.31K +119.43% 1.86M 49.14 1.07% Share
20 SPY SPDR S&P 500 ET...
650.36
+0.24% 3.18K -3.37% 1.78M 586.08 1.03% Share
21 XLI Industrial Sele...
150.24
-0.68% 11.4K +153.32% 1.49M 131.34 0.86% Share
22 COST Costco Wholesal...
979.25
+0.76% 1.28K -5.74% 1.21M 916.27 0.70% Share
23 SSO ProShares Ultra...
106.86
+0.47% 13.49K -2.82% 1.12M 92.51 0.65% Share
24 QLD ProShares Ultra...
128.51
+0.56% 11.61K -3.72% 1.03M 108.24 0.60% Share
25 XLK Technology Sele...
265.33
+0.19% 4.83K +100.00% 997.71K 206.48 0.58% Share
26 MSFT Microsoft Corpo...
498.41
+0.04% 2.37K -30.38% 889.67K 421.5 0.51% Share
27 WMT Walmart Inc.
102.30
+0.02% 9.47K -4.51% 831.81K 90.35 0.48% Share
28 IWR iShares Russell...
96.16
-0.42% 9.08K +100.00% 772.43K 85.07 0.45% Share
29 DBMF iMGP DBi Manage...
26.61
+0.09% 30.07K +100.00% 759.47K 25.26 0.44% Share
30 V Visa Inc.
343.99
+0.49% 2.14K -27.74% 749.63K 316.04 0.43% Share
31 VGT Vanguard Inform...
705.61
+0.10% 1.21K -47.21% 655.74K 621.8 0.38% Share
32 IVV iShares Core S&...
653.63
+0.23% 1.16K 0.00% 653.49K 588.68 0.38% Share
33 MO Altria Group, I...
66.21
+0.67% 9.64K -2.3% 578.83K 52.29 0.33% Share
34 BA The Boeing Comp...
229.55
-0.61% 3.32K -0.51% 565.88K 177 0.33% Share
35 AMZN Amazon.com, Inc...
238.24
+1.02% 2.71K -3.83% 515.6K 219.39 0.30% Share
36 PNC The PNC Financi...
200.40
-1.65% 2.84K -0.66% 499.36K 192.85 0.29% Share
37 EXC Exelon Corporat...
43.09
+0.16% 10.72K -2.21% 493.84K 37.64 0.29% Share
38 PEP PepsiCo, Inc.
143.10
+0.98% 2.91K -10.21% 436.63K 152.06 0.25% Share
39 MCD McDonald's Corp...
312.44
-0.12% 1.35K -0.96% 420.45K 289.89 0.24% Share
40 FNB F.N.B. Corporat...
16.36
-0.82% 30.44K -2.84% 409.39K 14.78 0.24% Share
41 JPM JPMorgan Chase ...
297.80
+1.67% 1.54K -25.21% 377.76K 239.71 0.22% Share
42 META Meta Platforms,...
765.70
+1.78% 639 -0.16% 368.29K 585.51 0.21% Share
43 DUK Duke Energy Cor...
120.39
+0.18% 2.89K -6.57% 352.25K 107.74 0.20% Share
44 SHW The Sherwin-Wil...
361.31
-3.71% 994 -16.19% 347.09K 339.93 0.20% Share
45 NFLX Netflix, Inc.
1263.25
+1.49% 347 0.00% 323.59K 891.32 0.19% Share
46 ISRG Intuitive Surgi...
467.54
-0.52% 642 -0.62% 317.96K 521.96 0.18% Share
47 NUE Nucor Corporati...
141.04
-2.07% 2.46K -1.8% 295.92K 116.71 0.17% Share
48 XOM Exxon Mobil Cor...
110.67
+0.75% 2.29K -26.59% 272.23K 107.57 0.16% Share
49 DHR Danaher Corpora...
194.28
-2.19% 1.31K -4.59% 268.75K 229.55 0.16% Share
50 GOOGL Alphabet Inc.
239.63
+2.39% 1.71K -46.67% 264.13K 189.3 0.15% Share
51 DIVB iShares U.S. Di...
51.63
+0.12% 5.19K -91.6% 252.01K 47.4 0.15% Share
52 GOOG Alphabet Inc.
239.94
+2.47% 1.59K -0.25% 248.72K 190.44 0.14% Share
53 HD The Home Depot,...
415.33
-1.1% 630 -33.61% 230.89K 388.99 0.13% Share
54 PG The Procter & G...
159.46
+0.28% 1.31K -4.58% 223.76K 167.65 0.13% Share
55 PM Philip Morris I...
164.72
+1.23% 1.39K +100.00% 220.95K 158.73 0.13% Share
56 INTC Intel Corporati...
24.44
-0.16% 9.39K +100.00% 213.36K 22.71 0.12% Share
57 BAC Bank of America...
50.28
+1.67% 4.89K 0.00% 204.27K 43.95 0.12% Share
58 ABT Abbott Laborato...
131.95
-0.19% 1.51K +100.00% 200.83K 132.65 0.12% Share