AmeriServ Wealth Advisors

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Frank J. Lapinsky - PRESIDENT & CEO
Location
Johnstown, PA
Holdings as of
December 31, 2024
Value $
$185M
Num holdings
63
Date filed
2/14/2025, 02:12 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, IEF, IEI, VGLT, and VGSH.
Previous filing
Q3 2023 - Nov 9, 2023
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Frank J. Lapinsky PRESIDENT & CEO Johnstown, Pennsylvania 2/14/2025

Other Included Managers (1):

Num Name Location File Number
1 AMERISERV FINANCIAL INC /PA/