13F HOLDINGS REPORT

WEST CHESTER CAPITAL ADVISORS, INC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001082

Total Value

$185.3M

Positions

115

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (115)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	95,033	$51.2M	27.63%
2	ISHARES TR	464287440	230,487	$21.3M	11.50%
3	ISHARES TR	464288661	168,869	$19.5M	10.53%
4	VANGUARD SCOTTSDALE FDS	92206C847	275,957	$15.3M	8.24%
5	VANGUARD SCOTTSDALE FDS	92206C102	127,438	$7.4M	4.00%
6	NVIDIA CORPORATION	NVDA	43,120	$5.8M	3.12%
7	VANGUARD ADMIRAL FDS INC	921932505	13,209	$4.8M	2.61%
8	ISHARES TR	464288646	90,476	$4.7M	2.52%
9	LIVE OAK BANCSHARES INC	LOB-PA	112,344	$4.4M	2.40%
10	SELECT SECTOR SPDR TR	81369Y886	56,774	$4.3M	2.32%
11	INVESCO EXCH TRADED FD TR II	IVZ	79,947	$3.9M	2.08%
12	ISHARES TR	46435U861	61,322	$2.9M	1.57%
13	APPLE INC	AAPL	11,384	$2.9M	1.54%
14	ISHARES TR	464288638	49,434	$2.5M	1.37%
15	ELI LILLY & CO	LLY	3,108	$2.4M	1.29%
16	AMERISERV FINL INC	03074A102	801,830	$2.1M	1.16%
17	INVESCO EXCHANGE TRADED FD T	IVZ	8,304	$1.5M	0.79%
18	SPDR S&P 500 ETF TR	SPY	2,445	$1.4M	0.77%
19	VANGUARD WORLD FD	92204A702	2,053	$1.3M	0.69%
20	PROSHARES TR	74347R206	10,958	$1.2M	0.64%
21	COSTCO WHSL CORP NEW	22160K105	1,293	$1.2M	0.64%
22	MICROSOFT CORP	MSFT	2,792	$1.2M	0.64%
23	PROSHARES TR	74347R107	12,627	$1.2M	0.63%
24	ISHARES TR	464287655	4,583	$1.0M	0.55%
25	VANGUARD INDEX FDS	922908363	1,593	$858,324	0.46%
26	WALMART INC	WMT	9,270	$837,544	0.45%
27	SELECT SECTOR SPDR TR	81369Y605	14,988	$724,370	0.39%
28	SELECT SECTOR SPDR TR	81369Y704	4,105	$540,874	0.29%
29	VISA INC	V	1,670	$527,786	0.28%
30	ALTRIA GROUP INC	MO	9,791	$511,971	0.28%
31	BOEING CO	BA-PA	2,872	$508,344	0.27%
32	CISCO SYS INC	CSCO	8,491	$502,667	0.27%
33	SPDR S&P 500 ETF TR	SPY	850	$498,168	0.27%
34	AMAZON COM INC	AMZN	2,151	$471,907	0.25%
35	F N B CORP	302520101	31,220	$461,431	0.25%
36	PNC FINL SVCS GROUP INC	693475105	2,367	$456,475	0.25%
37	ALPHABET INC	GOOG	2,342	$443,340	0.24%
38	INVESCO QQQ TR	IVZ	850	$434,545	0.23%
39	PEPSICO INC	PEP	2,812	$427,592	0.23%
40	EXELON CORP	EXC	10,959	$412,496	0.22%
41	ISHARES TR	464287200	700	$412,076	0.22%
42	ISHARES TR	464288513	5,229	$411,260	0.22%
43	VISA INC	V	1,290	$407,691	0.22%
44	APPLE INC	AAPL	1,572	$393,660	0.21%
45	NUVEEN PENNSYLVANIA QLT MUN	NU	33,281	$372,081	0.20%
46	SHERWIN WILLIAMS CO	SHW	1,063	$361,345	0.19%
47	JPMORGAN CHASE & CO.	VYLD	1,471	$352,613	0.19%
48	DUKE ENERGY CORP NEW	DUKB	2,997	$322,896	0.17%
49	NETFLIX INC	NFLX	347	$309,288	0.17%
50	HOME DEPOT INC	HD	763	$296,799	0.16%
51	NUCOR CORP	NUE	2,504	$292,241	0.16%
52	DANAHER CORPORATION	235851102	1,273	$292,217	0.16%
53	PRUDENTIAL FINL INC	PUKPF	2,403	$284,827	0.15%
54	INTUITIVE SURGICAL INC	ISRG	536	$279,770	0.15%
55	ISHARES TR	464287200	463	$272,558	0.15%
56	MCDONALDS CORP	MCD	936	$271,337	0.15%
57	META PLATFORMS INC	META	444	$259,966	0.14%
58	MICROSOFT CORP	MSFT	612	$257,958	0.14%
59	EXXON MOBIL CORP	XOM	2,289	$246,227	0.13%
60	BLACKROCK MUNIYIELD FD INC	BLK	22,375	$232,476	0.13%
61	BERKSHIRE HATHAWAY INC DEL	BRK-A	506	$229,359	0.12%
62	NVIDIA CORPORATION	NVDA	1,654	$222,115	0.12%
63	ABBVIE INC	ABBV	1,222	$217,149	0.12%
64	SOUTHERN CO	SOMN	2,631	$216,583	0.12%
65	BROADCOM INC	AVGO	925	$214,452	0.12%
66	BANK AMERICA CORP	060505104	4,533	$199,225	0.11%
67	CHEVRON CORP NEW	CVX	1,373	$198,865	0.11%
68	ALPHABET INC	GOOG	1,038	$197,676	0.11%
69	VANGUARD ADMIRAL FDS INC	921932505	501	$183,396	0.10%
70	NUVEEN QUALITY MUNCP INCOME	NU	15,504	$180,776	0.10%
71	PROCTER AND GAMBLE CO	742718109	1,060	$177,709	0.10%
72	ALPHABET INC	GOOG	861	$162,987	0.09%
73	VANGUARD WORLD FD	92204A702	237	$147,366	0.08%
74	AMAZON COM INC	AMZN	667	$146,333	0.08%
75	JPMORGAN CHASE & CO.	VYLD	588	$140,949	0.08%
76	VANGUARD SCOTTSDALE FDS	92206C847	2,454	$135,828	0.07%
77	MCDONALDS CORP	MCD	423	$122,623	0.07%
78	PROSHARES TR	74347R206	1,099	$118,955	0.06%
79	ABBVIE INC	ABBV	660	$117,282	0.06%
80	PROSHARES TR	74347R107	1,252	$115,822	0.06%
81	META PLATFORMS INC	META	196	$114,759	0.06%
82	ISHARES TR	464287440	1,150	$106,317	0.06%
83	ALPHABET INC	GOOG	558	$106,265	0.06%
84	SELECT SECTOR SPDR TR	81369Y605	2,017	$97,481	0.05%
85	PNC FINL SVCS GROUP INC	693475105	493	$95,075	0.05%
86	EXXON MOBIL CORP	XOM	829	$89,175	0.05%
87	BOEING CO	BA-PA	463	$81,951	0.04%
88	ISHARES TR	464288661	708	$81,809	0.04%
89	HOME DEPOT INC	HD	186	$72,352	0.04%
90	PEPSICO INC	PEP	431	$65,537	0.04%
91	COSTCO WHSL CORP NEW	22160K105	67	$61,390	0.03%
92	WALMART INC	WMT	652	$58,908	0.03%
93	INTUITIVE SURGICAL INC	ISRG	110	$57,415	0.03%
94	ELI LILLY & CO	LLY	73	$56,356	0.03%
95	PROCTER AND GAMBLE CO	742718109	316	$52,977	0.03%
96	SELECT SECTOR SPDR TR	81369Y704	396	$52,176	0.03%
97	VANGUARD SCOTTSDALE FDS	92206C102	788	$45,845	0.02%
98	SHERWIN WILLIAMS CO	SHW	123	$41,811	0.02%
99	INVESCO EXCH TRADED FD TR II	IVZ	558	$26,956	0.01%
100	ISHARES TR	46435U861	521	$24,695	0.01%
101	SELECT SECTOR SPDR TR	81369Y886	326	$24,674	0.01%
102	CISCO SYS INC	CSCO	413	$24,449	0.01%
103	DANAHER CORPORATION	235851102	101	$23,184	0.01%
104	PRUDENTIAL FINL INC	PUKPF	144	$17,068	0.01%
105	BANK AMERICA CORP	060505104	362	$15,909	0.01%
106	CHEVRON CORP NEW	CVX	100	$14,484	0.01%
107	DUKE ENERGY CORP NEW	DUKB	94	$10,127	0.01%
108	INVESCO EXCHANGE TRADED FD T	IVZ	56	$9,812	0.01%
109	SOUTHERN CO	SOMN	80	$6,585	0.00%
110	ISHARES TR	464288638	87	$4,481	0.00%
111	ISHARES TR	464288646	84	$4,342	0.00%
112	ALTRIA GROUP INC	MO	80	$4,183	0.00%
113	INVESCO QQQ TR	IVZ	7	$3,578	0.00%
114	ISHARES TR	464287655	15	$3,314	0.00%
115	F N B CORP	302520101	109	$1,611	0.00%