West Chester Capital Advisors, Inc
CIK Number: 0001102062
172.95M
Market Value
61
# of Holdings
1 months
Avg. Holding Period
0.00%
Win Rate
-14.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 96.63K | +100.00% | 52.06M | 538.81 | 28.09% |
| 2 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 231.64K | +100.00% | 21.41M | 92.45 | 11.56% |
| 3 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 169.58K | +100.00% | 19.59M | 115.55 | 10.57% |
| 4 | VGLT | Vanguard Long-T... | 55.46 | +1.11% | 278.41K | +100.00% | 15.41M | 55.35 | 8.32% |
| 5 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 128.23K | +100.00% | 7.46M | 58.18 | 4.03% |
| 6 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 44.77K | +100.00% | 6.01M | 134.29 | 3.24% |
| 7 | VOOG | Vanguard S&P 50... | 383.46 | +0.38% | 13.71K | +100.00% | 5.02M | 366.06 | 2.71% |
| 8 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 90.56K | +100.00% | 4.68M | 51.7 | 2.53% |
| 9 | LOB | Live Oak Bancsh... | 28.72 | -1.58% | 112.34K | +100.00% | 4.44M | 39.55 | 2.40% |
| 10 | XLU | Utilities Selec... | 81.87 | +1.19% | 57.1K | +100.00% | 4.32M | 75.69 | 2.33% |
| 11 | SPHD | Invesco S&P 500... | 47.88 | +0.17% | 80.5K | +100.00% | 3.89M | 48.31 | 2.10% |
| 12 | AAPL | Apple Inc. | 198.98 | +0.10% | 12.96K | +100.00% | 3.24M | 250.42 | 1.75% |
| 13 | DIVB | iShares U.S. Di... | 49.70 | +0.16% | 61.84K | +100.00% | 2.93M | 47.4 | 1.58% |
| 14 | IGIB | iShares 5-10 Ye... | 52.63 | +0.35% | 49.52K | +100.00% | 2.55M | 51.51 | 1.38% |
| 15 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 3.18K | +100.00% | 2.46M | 772 | 1.33% |
| 16 | ASRV | AmeriServ Finan... | 2.90 | -1.02% | 801.83K | +100.00% | 2.15M | 2.68 | 1.16% |
| 17 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 3.29K | +100.00% | 1.93M | 586.08 | 1.04% |
| 18 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 8.36K | +100.00% | 1.46M | 175.23 | 0.79% |
| 19 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 3.4K | +100.00% | 1.43M | 421.5 | 0.77% |
| 20 | VGT | Vanguard Inform... | 633.52 | +0.68% | 2.29K | +100.00% | 1.42M | 621.8 | 0.77% |
| 21 | QLD | ProShares Ultra... | 110.36 | +0.39% | 12.06K | +100.00% | 1.31M | 108.24 | 0.70% |
| 22 | SSO | ProShares Ultra... | 93.15 | +0.63% | 13.88K | +100.00% | 1.28M | 92.51 | 0.69% |
| 23 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.36K | +100.00% | 1.25M | 916.27 | 0.67% |
| 24 | IWM | iShares Russell... | 212.65 | -0.46% | 4.6K | +100.00% | 1.02M | 220.96 | 0.55% |
| 25 | V | Visa Inc. | 371.03 | -0.61% | 2.96K | +100.00% | 935.48K | 316.04 | 0.50% |
| 26 | WMT | Walmart Inc. | 94.83 | -1.01% | 9.92K | +100.00% | 896.45K | 90.35 | 0.48% |
| 27 | XLF | Financial Selec... | 50.99 | -0.01% | 17K | +100.00% | 821.85K | 48.33 | 0.44% |
| 28 | IVV | iShares Core S&... | 606.23 | +0.32% | 1.16K | +100.00% | 684.63K | 588.68 | 0.37% |
| 29 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 2.82K | +100.00% | 618.24K | 219.39 | 0.33% |
| 30 | GOOGL | Alphabet Inc. | 175.57 | -1% | 3.2K | +100.00% | 606.33K | 189.3 | 0.33% |
| 31 | XLI | Industrial Sele... | 143.82 | -0.29% | 4.5K | +100.00% | 593.05K | 131.76 | 0.32% |
| 32 | BA | The Boeing Comp... | 203.87 | -4.73% | 3.33K | +100.00% | 590.29K | 177 | 0.32% |
| 33 | PNC | The PNC Financi... | 177.61 | -0.07% | 2.86K | +100.00% | 551.55K | 192.85 | 0.30% |
| 34 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 8.9K | +100.00% | 527.12K | 59.2 | 0.28% |
| 35 | MO | Altria Group, I... | 59.94 | +0.04% | 9.87K | +100.00% | 516.15K | 52.29 | 0.28% |
| 36 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 2.06K | +100.00% | 493.56K | 239.71 | 0.27% |
| 37 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 3.24K | +100.00% | 493.13K | 152.06 | 0.27% |
| 38 | FNB | F.N.B. Corporat... | 13.98 | -0.57% | 31.33K | +100.00% | 463.04K | 14.78 | 0.25% |
| 39 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 857 | +100.00% | 438.12K | 511.23 | 0.24% |
| 40 | EXC | Exelon Corporat... | 43.62 | +1.71% | 10.96K | +100.00% | 412.5K | 37.64 | 0.22% |
| 41 | HYG | iShares iBoxx $... | 79.59 | +0.10% | 5.23K | +100.00% | 411.26K | 78.65 | 0.22% |
| 42 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 1.19K | +100.00% | 403.16K | 339.93 | 0.22% |
| 43 | MCD | McDonald's Corp... | 302.86 | +0.38% | 1.36K | +100.00% | 393.96K | 289.89 | 0.21% |
| 44 | META | Meta Platforms,... | 693.11 | -0.15% | 640 | +100.00% | 374.73K | 585.51 | 0.20% |
| 45 | HD | The Home Depot,... | 362.78 | +0.64% | 949 | +100.00% | 369.15K | 388.99 | 0.20% |
| 46 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 646 | +100.00% | 337.19K | 521.96 | 0.18% |
| 47 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 3.12K | +100.00% | 335.4K | 107.57 | 0.18% |
| 48 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 1.88K | +100.00% | 334.43K | 177.7 | 0.18% |
| 49 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 3.09K | +100.00% | 333.02K | 107.74 | 0.18% |
| 50 | DHR | Danaher Corpora... | 204.74 | +0.01% | 1.37K | +100.00% | 315.4K | 229.55 | 0.17% |
| 51 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 347 | +100.00% | 309.29K | 891.32 | 0.17% |
| 52 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 1.6K | +100.00% | 303.94K | 190.44 | 0.16% |
| 53 | PRU | Prudential Fina... | 104.96 | +0.33% | 2.55K | +100.00% | 301.89K | 118.53 | 0.16% |
| 54 | NUE | Nucor Corporati... | 118.54 | +1.20% | 2.5K | +100.00% | 292.24K | 116.71 | 0.16% |
| 55 | MYD | BlackRock MuniY... | 10.06 | +0.30% | 22.38K | +100.00% | 232.48K | 10.39 | 0.13% |
| 56 | PG | The Procter & G... | 163.05 | +0.58% | 1.38K | +100.00% | 230.69K | 167.65 | 0.12% |
| 57 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 506 | +100.00% | 229.36K | 453.28 | 0.12% |
| 58 | SO | The Southern Co... | 90.22 | +0.75% | 2.71K | +100.00% | 223.17K | 82.32 | 0.12% |
| 59 | BAC | Bank of America... | 44.56 | -0.37% | 4.89K | +100.00% | 215.13K | 43.95 | 0.12% |
| 60 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 925 | +100.00% | 214.45K | 231.84 | 0.12% |
| 61 | CVX | Chevron Corpora... | 144.84 | +0.04% | 1.47K | +100.00% | 213.35K | 144.84 | 0.12% |