WEST CHESTER CAPITAL ADVISORS, INC

13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 9, 2023
Value $
$54.1M
Signature - Title
West Chester Capital Advisors, Inc - President & CEO
Location
216 Franklin Street, Johnstown, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 43 $54.1M +$7.2M -$5M +$2.2M VOO, LOB, AAPL, ASRV, BRKB 13F-HR 11/9/2023, 02:17 PM
Q2 2023 43 $52.8M +$21.2M -$13.7M +$7.48M VOO, LOB, AAPL, USFR, ASRV 13F-HR 8/14/2023, 11:44 AM
Q1 2023 41 $43.5M +$3.41M -$9.73M -$6.31M USFR, VOO, RSP, LOB, AAPL 13F-HR 5/4/2023, 04:49 PM
Q4 2022 43 $50.2M +$5.67M -$3.91M +$1.76M USFR, COEP, LOB, RSP, VOO 13F-HR 2/6/2023, 08:51 AM
Q3 2022 47 $45.4M +$8.87M -$3.88M +$4.99M USFR, LOB, VOO, RSP, ASRV 13F-HR 10/31/2022, 10:24 AM
Q2 2022 49 $42.5M +$7.99M -$85.9M -$77.9M LOB, RSP, VOO, ASRV, AAPL 13F-HR 7/28/2022, 01:55 PM
Q1 2022 67 $137M +$21.3M -$2.55M +$18.8M SSO, VOO, QLD, AAPL, LOB 13F-HR 5/3/2022, 05:30 PM
Q4 2021 63 $146M +$2.6M -$4.59M -$2M SSO, VOO, QLD, LOB, AAPL 13F-HR 2/11/2022, 01:28 PM
Q3 2021 65 $130M +$31.2M -$30.1M +$1.11M SSO, VOO, QLD, LOB, AAPL 13F-HR 11/5/2021, 02:12 PM
Q2 2021 70 $128M +$24.9M -$20.9M +$3.94M SSO, RSP, LOB, AAPL, VOO 13F-HR 7/15/2021, 12:52 PM
Q1 2021 66 $117M +$41.5M -$33.2M +$8.25M RSP, SSO, LOB, VOO, AAPL 13F-HR 5/4/2021, 11:42 AM
Q4 2020 66 $102M $0 $0 VOO, AAPL, LOB, RSP, QQQ 13F-HR 2/3/2021, 12:56 PM
Q3 2019 64 $73.5M +$9.72M -$13.6M -$3.84M SSO, VOO, V, LOB, SPY 13F-HR 11/8/2019, 01:28 PM
Q2 2019 70 $76.6M +$31.1M -$3.54M +$27.5M VOO, SSO, SPY, SPLV, TIP 13F-HR 7/30/2019, 03:14 PM
Q1 2019 68 $47.9M +$9.7M -$4.92M +$4.77M VOO, BBN, V, SPY, ASRV 13F-HR 4/24/2019, 08:21 AM
Q4 2018 65 $39.5M +$4.38M -$35.9M -$31.5M BBN, ASRV, SPY, LOB, V 13F-HR 2/7/2019, 11:40 AM
Q3 2018 75 $80.1M +$7.77M -$7.29M +$488K SSO, IJR, VOO, AAPL, AMZN 13F-HR 10/29/2018, 03:01 PM
Q2 2018 73 $74.5M +$6.01M -$23M -$17M SSO, IJR, MDY, LOB, VOO 13F-HR 7/25/2018, 09:46 AM
Q1 2018 77 $88.4M +$4.17M -$17.9M -$13.7M SSO, BBN, EEM, VOO, MDY 13F-HR 5/4/2018, 03:50 PM
Q4 2017 73 $102M $0 $0 BBN, SSO, MDY, EEM, VOO 13F-HR 2/12/2018, 09:26 AM
Q1 2017 29 $76.5M +$5.01M -$15.6M -$10.5M BBN, SSO, VOO, MDY, IJR 13F-HR 5/12/2017, 02:37 PM
Q4 2016 32 $85.6M +$31.3M -$23.2M +$8.08M BBN, VOO, SSO, MDY, IJR 13F-HR 1/30/2017, 10:53 AM
Q3 2016 74 $79M +$25.5M -$12.9M +$12.6M BBN, SHY, VOO, GLD, JNJ 13F-HR 11/14/2016, 11:59 AM
Q2 2016 28 $67.2M +$7.1M -$1.98M +$5.12M BBN, TLT, VOO, PFF, MO 13F-HR 8/8/2016, 04:28 PM
Q1 2016 26 $58.9M +$31.6M -$15.4M +$16.3M BBN, VOO, TLT, MO, JNJ 13F-HR 5/13/2016, 01:37 PM
Q4 2015 29 $42.2M +$3.37M -$14.7M -$11.3M VOO, AAPL, TLT, JNJ, ASRV 13F-HR 2/8/2016, 04:55 PM
Q3 2015 60 $52.5M +$5.91M -$34.5M -$28.5M VOO, AAPL, TLT, SPY, ASRV 13F-HR 11/12/2015, 03:13 PM
Q2 2015 151 $86M +$5.97M -$6.03M -$65.1K VOO, AAPL, EFA, HEDJ, SPY Restatement 8/11/2015, 12:33 PM
Q1 2015 87 $86.8M +$11.4M -$27.4M -$16M VOO, AAPL, HEDJ, SPY, CHI 13F-HR 5/14/2015, 05:05 PM
Q4 2014 123 $103M +$48.5M -$4.46M +$44M VOO, SPY, AAPL, CHI, XOM 13F-HR 2/13/2015, 03:27 PM
Q3 2014 104 $57.8M +$1.87M -$37.2M -$35.4M AAPL, MO, JNJ, XOM, ASRV 13F-HR 11/14/2014, 06:14 PM
Q2 2014 116 $93.2M +$9.59M -$16.5M -$6.94M VOO, SPY, AAPL, CHI, VXF 13F-HR 8/15/2014, 06:56 PM
Q1 2014 131 $99.6M +$4.05M -$72.1M -$68.1M VOO, SPY, VXF, AAPL, JNJ 13F-HR 5/14/2014, 04:38 PM
Q4 2013 183 $168M $0 $0 VOO, SPY, XOM, AAPL, JNJ 13F-HR 2/14/2014, 03:58 PM