West Chester Capital Advisors, Inc Top Holdings and 13F Report (2025) About West Chester Capital Advisors, IncInvestment ActivityWest Chester Capital Advisors, Inc has $185.32 million in total holdings as of December 31, 2024.West Chester Capital Advisors, Inc owns shares of 63 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 67.09% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, West Chester Capital Advisors, Inc has purchased 43 new stocks and bought additional shares in 19 stocks.West Chester Capital Advisors, Inc sold shares of 13 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $52,063,054iShares 7-10 Year Treasury Bond ETF $21,414,840iShares 3-7 Year Treasury Bond ETF $19,594,621Vanguard Long-Term Treasury Index ETF $15,410,047Vanguard Short-Term Treasury Index ETF $7,460,187 Largest New Holdings this Quarter Vanguard Long-Term Treasury Index ETF $15,410,047 HoldingNVIDIA $6,012,699 HoldingVanguard S&P 500 Growth ETF $5,018,682 HoldingiShares Core Dividend ETF $2,931,357 HoldingiShares 5-10 Year Investment Grade Corporate Bond ETF $2,550,826 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 40,884 shares (about $22.03M)iShares 7-10 Year Treasury Bond ETF 227,975 shares (about $21.08M)iShares 3-7 Year Treasury Bond ETF 161,982 shares (about $18.72M)Vanguard Long-Term Treasury Index ETF 278,411 shares (about $15.41M)Vanguard Short-Term Treasury Index ETF 114,079 shares (about $6.64M) Largest Sales this Quarter Berkshire Hathaway 4,660 shares (about $2.11M)Invesco S&P 500 Equal Weight ETF 3,218 shares (about $563.89K)Danaher 1,287 shares (about $295.43K)iShares Core S&P 500 ETF 469 shares (about $276.09K)McDonald's 918 shares (about $266.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Chester Capital Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$52,063,054$22,028,708 ▲73.3%96,62628.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$21,414,840$21,076,288 ▲6,225.4%231,63711.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$19,594,621$18,717,019 ▲2,132.7%169,57710.6%ETFVGLTVanguard Long-Term Treasury Index ETF$15,410,047$15,410,047 ▲New Holding278,4118.3%ETFVGSHVanguard Short-Term Treasury Index ETF$7,460,187$6,637,115 ▲806.4%128,2264.0%ETFNVDANVIDIA$6,012,699$6,012,699 ▲New Holding44,7743.2%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$5,018,682$5,018,682 ▲New Holding13,7102.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,681,951$3,609,228 ▲336.5%90,5602.5%ManufacturingLOBLive Oak Bancshares$4,443,2050.0%112,3442.4%FinanceXLUUtilities Select Sector SPDR Fund$4,321,898$2,090,784 ▲93.7%57,1002.3%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$3,889,195$3,641,123 ▲1,467.8%80,5052.1%ETFAAPLApple$3,244,441$3,756 ▼-0.1%12,9561.8%Computer and TechnologyDIVBiShares Core Dividend ETF$2,931,357$2,931,357 ▲New Holding61,8431.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,550,826$2,550,826 ▲New Holding49,5211.4%ManufacturingLLYEli Lilly and Company$2,455,732$197,632 ▲8.8%3,1811.3%MedicalASRVAmeriServ Financial$2,148,906$223,992 ▲11.6%801,8301.2%FinanceSPYSPDR S&P 500 ETF Trust$1,931,133$647,618 ▲50.5%3,2951.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,464,921$563,889 ▼-27.8%8,3600.8%ETFMSFTMicrosoft$1,434,786$731,303 ▲104.0%3,4040.8%Computer and TechnologyVGTVanguard Information Technology ETF$1,423,921$1,423,921 ▲New Holding2,2900.8%ETFQLDProShares Ultra QQQ$1,305,048$402,111 ▲44.5%12,0570.7%ETFSSOProShares Ultra S&P500$1,283,945$462,827 ▲56.4%13,8790.7%ETFCOSTCostco Wholesale$1,246,127$306,950 ▲32.7%1,3600.7%Retail/WholesaleIWMiShares Russell 2000 ETF$1,015,973$1,015,973 ▲New Holding4,5980.5%FinanceVVisa$935,477$150,119 ▼-13.8%2,9600.5%Business ServicesWMTWalmart$896,452$767,161 ▲593.4%9,9220.5%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$821,851$821,851 ▲New Holding17,0050.4%ETFIVViShares Core S&P 500 ETF$684,634$276,091 ▼-28.7%1,1630.4%ETFAMZNAmazon.com$618,240$618,240 ▲New Holding2,8180.3%Retail/WholesaleGOOGLAlphabet$606,327$606,327 ▲New Holding3,2030.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$593,050$171,946 ▲40.8%4,5010.3%ETFBABoeing$590,295$590,295 ▲New Holding3,3350.3%AerospacePNCThe PNC Financial Services Group$551,550$551,550 ▲New Holding2,8600.3%FinanceCSCOCisco Systems$527,116$22,200 ▼-4.0%8,9040.3%Computer and TechnologyMOAltria Group$516,154$50,983 ▼-9.0%9,8710.3%Consumer StaplesJPMJPMorgan Chase & Co.$493,562$493,562 ▲New Holding2,0590.3%FinancePEPPepsiCo$493,129$46,986 ▼-8.7%3,2430.3%Consumer StaplesFNBF.N.B.$463,042$99,484 ▲27.4%31,3290.2%FinanceQQQInvesco QQQ$438,123$438,123 ▲New Holding8570.2%FinanceEXCExelon$412,496$51,868 ▼-11.2%10,9590.2%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$411,260$411,260 ▲New Holding5,2290.2%ETFSHWSherwin-Williams$403,156$403,156 ▲New Holding1,1860.2%Basic MaterialsMCDMcDonald's$393,960$266,119 ▼-40.3%1,3590.2%Retail/WholesaleMETAMeta Platforms$374,725$374,725 ▲New Holding6400.2%Computer and TechnologyNQPNuveen Pennsylvania Quality Municipal Income Fund$372,0810.0%33,2810.2%FinanceHDHome Depot$369,151$369,151 ▲New Holding9490.2%Retail/WholesaleISRGIntuitive Surgical$337,185$337,185 ▲New Holding6460.2%MedicalXOMExxon Mobil$335,402$71,104 ▲26.9%3,1180.2%Oils/EnergyABBVAbbVie$334,431$334,431 ▲New Holding1,8820.2%MedicalDUKDuke Energy$333,023$120,345 ▼-26.5%3,0910.2%UtilitiesDHRDanaher$315,401$295,430 ▼-48.4%1,3740.2%MedicalNFLXNetflix$309,288$309,288 ▲New Holding3470.2%Consumer DiscretionaryGOOGAlphabet$303,941$303,941 ▲New Holding1,5960.2%Computer and TechnologyPRUPrudential Financial$301,895$15,409 ▲5.4%2,5470.2%FinanceNUENucor$292,241$28,244 ▼-8.8%2,5040.2%Basic MaterialsMYDBlackRock MuniYield Fund$232,4760.0%22,3750.1%FinancePGProcter & Gamble$230,686$230,686 ▲New Holding1,3760.1%Consumer StaplesBRK.BBerkshire Hathaway$229,359$2,112,279 ▼-90.2%5060.1%FinanceSOSouthern$223,168$223,168 ▲New Holding2,7110.1%UtilitiesBACBank of America$215,134$215,134 ▲New Holding4,8950.1%FinanceAVGOBroadcom$214,452$214,452 ▲New Holding9250.1%Computer and TechnologyCVXChevron$213,349$213,349 ▲New Holding1,4730.1%Oils/EnergyNADNuveen Quality Municipal Income Fund$180,7760.0%15,5040.1%Financial ServicesUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$0$1,806,638 ▼-100.0%00.0%FinanceBPBP$0$1,024,415 ▼-100.0%00.0%Oils/EnergyBMYBristol-Myers Squibb$0$350,271 ▼-100.0%00.0%MedicalVOOVVanguard S&P 500 Value ETF$0$325,036 ▼-100.0%00.0%ETFUNGUnited States Natural Gas Fund$0$273,200 ▼-100.0%00.0%ETFFDXFedEx$0$244,256 ▼-100.0%00.0%TransportationVTVVanguard Value ETF$0$212,963 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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