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

West Chester Capital Advisors, Inc

CIK Number: 0001102062

202.31M
Market Value
55
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
615.21
+0.10% 119.89K +23.45% 68.1M 544.26 33.66% Share
2 IEF iShares 7-10 Ye...
96.59
+0.10% 236.51K +5.81% 22.65M 92.63 11.20% Share
3 IEI iShares 3-7 Yea...
119.52
+0.04% 188.07K +14.76% 22.4M 116.01 11.07% Share
4 VGSH Vanguard Short-...
58.72
+0.02% 175.6K +47.28% 10.32M 58.37 5.10% Share
5 VGLT Vanguard Long-T...
56.95
+0.28% 158.89K -30.19% 8.92M 55.35 4.41% Share
6 IGSB iShares 1-5 Yea...
52.95
+0.02% 168.49K +88.84% 8.89M 52.2 4.39% Share
7 QQQ Invesco QQQ Tru...
605.72
+0.41% 12.12K +100.00% 6.69M 551.64 3.30% Share
8 IWM iShares Russell...
244.04
+0.64% 30.42K +100.00% 6.56M 215.79 3.24% Share
9 IGIB iShares 5-10 Ye...
54.12
+0.07% 59.9K +23.51% 3.19M 51.85 1.58% Share
10 XLC Communication S...
116.48
-0.2% 26.76K +0.97% 2.9M 96.57 1.44% Share
11 ASRV AmeriServ Finan...
2.87
-0.69% 943.3K +4.54% 2.87M 2.67 1.42% Share
12 XLB Materials Selec...
89.73
+1.18% 28.95K +13.67% 2.54M 86.2 1.26% Share
13 LLY Eli Lilly and C...
820.20
-0.63% 3.1K -0.39% 2.42M 772 1.20% Share
14 AAPL Apple Inc.
257.13
+0.66% 10.49K -2.44% 2.15M 250.42 1.06% Share
15 XLE Energy Select S...
88.42
-1.02% 23.87K +0.35% 2.02M 93.42 1.00% Share
16 XLV Health Care Sel...
143.16
-0.22% 14.26K -0.17% 1.92M 146.01 0.95% Share
17 NVDA NVIDIA Corporat...
188.89
+0.88% 10.87K -68.09% 1.72M 134.29 0.85% Share
18 XLI Industrial Sele...
154.19
+0.25% 11.52K +1.02% 1.7M 131.51 0.84% Share
19 XLF Financial Selec...
53.35
-0.07% 31.14K -16.56% 1.63M 49.14 0.81% Share
20 XLK Technology Sele...
286.24
+0.57% 5.62K +16.35% 1.42M 213.05 0.70% Share
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