13F HOLDINGS REPORT

WEST CHESTER CAPITAL ADVISORS, INC

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001172661-25-001826

Total Value

$172.9M

Positions

112

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (112)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	95,454	$49.1M	28.36%
2	ISHARES TR	464287440	222,334	$21.2M	12.26%
3	ISHARES TR	464288661	163,176	$19.3M	11.15%
4	VANGUARD SCOTTSDALE FDS	92206C847	226,535	$13.1M	7.55%
5	VANGUARD SCOTTSDALE FDS	92206C102	118,445	$7.0M	4.02%
6	ISHARES TR	464288646	89,142	$4.7M	2.70%
7	SELECT SECTOR SPDR TR	81369Y886	57,573	$4.5M	2.62%
8	VANGUARD ADMIRAL FDS INC	921932505	10,658	$3.6M	2.06%
9	NVIDIA CORPORATION	NVDA	32,450	$3.5M	2.03%
10	ISHARES TR	464288638	48,406	$2.5M	1.47%
11	SELECT SECTOR SPDR TR	81369Y852	26,350	$2.5M	1.47%
12	ELI LILLY & CO	LLY	3,040	$2.5M	1.45%
13	ISHARES TR	464288513	28,885	$2.3M	1.32%
14	SELECT SECTOR SPDR TR	81369Y506	23,655	$2.2M	1.28%
15	AMERISERV FINL INC	03074A102	902,355	$2.2M	1.27%
16	SELECT SECTOR SPDR TR	81369Y100	25,327	$2.2M	1.26%
17	SELECT SECTOR SPDR TR	81369Y209	14,204	$2.1M	1.20%
18	APPLE INC	AAPL	9,190	$2.0M	1.18%
19	SELECT SECTOR SPDR TR	81369Y605	35,196	$1.8M	1.01%
20	SELECT SECTOR SPDR TR	81369Y704	10,978	$1.4M	0.83%
21	SPDR S&P 500 ETF TR	SPY	2,334	$1.3M	0.75%
22	COSTCO WHSL CORP NEW	22160K105	1,215	$1.1M	0.66%
23	PROSHARES TR	74347R107	12,236	$1.0M	0.59%
24	SELECT SECTOR SPDR TR	81369Y803	4,808	$992,755	0.57%
25	PROSHARES TR	74347R206	10,510	$934,128	0.54%
26	VANGUARD INDEX FDS	922908363	1,658	$852,062	0.49%
27	WALMART INC	WMT	8,823	$774,571	0.45%
28	LITMAN GREGORY FDS TR	53700T827	29,916	$755,678	0.44%
29	ISHARES TR	464287499	8,379	$712,801	0.41%
30	MICROSOFT CORP	MSFT	1,761	$661,061	0.38%
31	ALTRIA GROUP INC	MO	9,564	$574,031	0.33%
32	VANGUARD WORLD FD	92204A702	978	$530,447	0.31%
33	EXELON CORP	EXC	10,717	$493,839	0.29%
34	BOEING CO	BA-PA	2,855	$486,920	0.28%
35	SPDR S&P 500 ETF TR	SPY	850	$475,481	0.27%
36	VISA INC	V	1,284	$449,990	0.26%
37	PNC FINL SVCS GROUP INC	693475105	2,348	$412,707	0.24%
38	F N B CORP	302520101	30,329	$407,925	0.24%
39	ISHARES TR	464287200	700	$393,330	0.23%
40	AMAZON COM INC	AMZN	2,048	$389,652	0.23%
41	NUVEEN PENNSYLVANIA QLT MUN	NU	33,281	$373,412	0.22%
42	PEPSICO INC	PEP	2,483	$372,301	0.22%
43	APPLE INC	AAPL	1,568	$348,299	0.20%
44	DUKE ENERGY CORP NEW	DUKB	2,794	$340,784	0.20%
45	NETFLIX INC	NFLX	347	$323,587	0.19%
46	SHERWIN WILLIAMS CO	SHW	871	$304,144	0.18%
47	VISA INC	V	855	$299,643	0.17%
48	NUCOR CORP	NUE	2,459	$295,916	0.17%
49	MCDONALDS CORP	MCD	923	$288,317	0.17%
50	EXXON MOBIL CORP	XOM	2,289	$272,230	0.16%
51	INTUITIVE SURGICAL INC	ISRG	532	$263,483	0.15%
52	ISHARES TR	464287200	463	$260,159	0.15%
53	META PLATFORMS INC	META	444	$255,903	0.15%
54	DANAHER CORPORATION	235851102	1,210	$248,050	0.14%
55	ISHARES TR	46435U861	5,061	$245,559	0.14%
56	BLACKROCK MUNIYIELD FD INC	BLK	22,375	$236,056	0.14%
57	JPMORGAN CHASE & CO.	VYLD	956	$234,506	0.14%
58	MICROSOFT CORP	MSFT	609	$228,612	0.13%
59	PHILIP MORRIS INTL INC	718172109	1,392	$220,952	0.13%
60	INTEL CORP	INTC	9,395	$213,360	0.12%
61	BANK AMERICA CORP	060505104	4,533	$189,162	0.11%
62	NUVEEN QUALITY MUNCP INCOME	NU	15,504	$178,606	0.10%
63	NVIDIA CORPORATION	NVDA	1,608	$174,275	0.10%
64	PROCTER AND GAMBLE CO	742718109	1,001	$170,590	0.10%
65	HOME DEPOT INC	HD	446	$163,454	0.09%
66	ALPHABET INC	GOOG	1,034	$161,541	0.09%
67	VANGUARD ADMIRAL FDS INC	921932505	475	$158,878	0.09%
68	JPMORGAN CHASE & CO.	VYLD	584	$143,255	0.08%
69	ALPHABET INC	GOOG	858	$132,681	0.08%
70	MCDONALDS CORP	MCD	423	$132,132	0.08%
71	ALPHABET INC	GOOG	850	$131,444	0.08%
72	AMAZON COM INC	AMZN	662	$125,952	0.07%
73	VANGUARD WORLD FD	92204A702	231	$125,289	0.07%
74	ISHARES TR	464287440	1,182	$112,727	0.07%
75	META PLATFORMS INC	META	195	$112,390	0.06%
76	ABBOTT LABS	ABLZF	823	$109,170	0.06%
77	SELECT SECTOR SPDR TR	81369Y605	2,118	$105,497	0.06%
78	PROSHARES TR	74347R107	1,252	$103,640	0.06%
79	PROSHARES TR	74347R206	1,099	$97,679	0.06%
80	ABBOTT LABS	ABLZF	691	$91,661	0.05%
81	ALPHABET INC	GOOG	558	$87,176	0.05%
82	PNC FINL SVCS GROUP INC	693475105	493	$86,654	0.05%
83	ISHARES TR	464288661	708	$83,639	0.05%
84	BOEING CO	BA-PA	463	$78,964	0.05%
85	ISHARES TR	464288513	882	$69,580	0.04%
86	HOME DEPOT INC	HD	184	$67,434	0.04%
87	PEPSICO INC	PEP	429	$64,324	0.04%
88	COSTCO WHSL CORP NEW	22160K105	67	$63,367	0.04%
89	ELI LILLY & CO	LLY	75	$61,943	0.04%
90	VANGUARD SCOTTSDALE FDS	92206C847	1,070	$61,642	0.04%
91	ISHARES TR	464287499	701	$59,634	0.03%
92	WALMART INC	WMT	652	$57,239	0.03%
93	SELECT SECTOR SPDR TR	81369Y704	424	$55,573	0.03%
94	INTUITIVE SURGICAL INC	ISRG	110	$54,479	0.03%
95	PROCTER AND GAMBLE CO	742718109	312	$53,171	0.03%
96	VANGUARD SCOTTSDALE FDS	92206C102	788	$46,247	0.03%
97	SHERWIN WILLIAMS CO	SHW	123	$42,950	0.02%
98	SELECT SECTOR SPDR TR	81369Y886	326	$25,705	0.01%
99	DANAHER CORPORATION	235851102	101	$20,705	0.01%
100	BANK AMERICA CORP	060505104	362	$15,106	0.01%
101	SELECT SECTOR SPDR TR	81369Y852	152	$14,660	0.01%
102	SELECT SECTOR SPDR TR	81369Y506	135	$12,615	0.01%
103	SELECT SECTOR SPDR TR	81369Y100	144	$12,381	0.01%
104	DUKE ENERGY CORP NEW	DUKB	94	$11,465	0.01%
105	SELECT SECTOR SPDR TR	81369Y209	78	$11,388	0.01%
106	ISHARES TR	46435U861	133	$6,453	0.00%
107	SELECT SECTOR SPDR TR	81369Y803	24	$4,955	0.00%
108	ALTRIA GROUP INC	MO	80	$4,801	0.00%
109	ISHARES TR	464288638	87	$4,569	0.00%
110	ISHARES TR	464288646	84	$4,399	0.00%
111	LITMAN GREGORY FDS TR	53700T827	150	$3,789	0.00%
112	F N B CORP	302520101	109	$1,466	0.00%