Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio

WEST CHESTER CAPITAL ADVISORS, INC Performance:

2025 Q2: 2.14%YTD: 1.56%

Performance for 2025 Q2 is 2.14%, and YTD is 1.56%.

About WEST CHESTER CAPITAL ADVISORS, INC and 13F Hedge Fund Stock Holdings

AmeriServ Wealth Advisors is a hedge fund based in JOHNSTOWN, PA. On 25-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.1 Billions. In it's latest 13F Holdings report, AmeriServ Wealth Advisors reported an equity portfolio of $202.3 Millions as of 30 Jun, 2025.

The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 33.7% of it's portfolio in VANGUARD INDEX FDS and 11.2% of portfolio in ISHARES TR.

The fund managers got completely rid off LITMAN GREGORY FDS TR (DBEH), VANGUARD WORLD FD (VAW) and SHERWIN WILLIAMS CO (SHW) stocks. They significantly reduced their stock positions in VANGUARD ADMIRAL FDS INC (IVOG), SELECT SECTOR SPDR TR (XLB) and NVIDIA CORPORATION (NVDA). AmeriServ Wealth Advisors opened new stock positions in INVESCO QQQ TR (QQQ), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VB).

WEST CHESTER CAPITAL ADVISORS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that AmeriServ Wealth Advisors made a return of 2.14% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

New Buys

Ticker	$ Bought
invesco qqq tr	6,685,880
ishares tr	6,564,550
palantir technologies inc	217,430

New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC

Additions

Ticker	% Inc.
ishares tr	88.84
vanguard scottsdale fds	47.28
ishares tr	23.51
vanguard index fds	23.45
select sector spdr tr	16.35
ishares tr	14.76
select sector spdr tr	13.67
ishares tr	5.81

Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC

Reductions

Ticker	% Reduced
vanguard admiral fds inc	-75.37
select sector spdr tr	-75.18
nvidia corporation	-68.09
spdr s&p 500 etf tr	-44.16
ishares tr	-41.46
proshares tr	-36.21
proshares tr	-34.73
vanguard scottsdale fds	-30.19

WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
litman gregory fds tr	-759,467
exxon mobil corp	-272,230
danaher corporation	-268,755
vanguard world fd	-655,736
sherwin williams co	-347,094
intuitive surgical inc	-317,962

WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks

Sector Distribution

AmeriServ Wealth Advisors has about 89.4% of it's holdings in Others sector.

Sector	%
Others	89.4
Technology	2.7
Financial Services	2.6
Consumer Defensive	1.7
Healthcare	1.3

Market Cap. Distribution

AmeriServ Wealth Advisors has about 8.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89.4
MEGA-CAP	6.8
LARGE-CAP	2.1
NANO-CAP	1.4

Stocks belong to which Index?

About 8.8% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.2
S&P 500	8.8

Top 5 Winners (%)		%
NVDA	nvidia corporation	45.8 %
NFLX	netflix inc	43.6 %
MSFT	microsoft corp	32.5 %
META	meta platforms inc	28.1 %
ASRV	ameriserv finl inc	23.8 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.7 M
ASRV	ameriserv finl inc	0.6 M
XLB	select sector spdr tr	0.3 M
MSFT	microsoft corp	0.3 M
XLB	select sector spdr tr	0.2 M

Top 5 Losers (%)		%
PEP	pepsico inc	-11.9 %
XLB	select sector spdr tr	-9.2 %
XLB	select sector spdr tr	-7.7 %
AAPL	apple inc	-7.6 %
PG	procter and gamble co	-6.5 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-0.2 M
AAPL	apple inc	-0.2 M
XLB	select sector spdr tr	-0.2 M
LLY	eli lilly & co	-0.1 M
PEP	pepsico inc	-0.1 M

WEST CHESTER CAPITAL ADVISORS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC

AmeriServ Wealth Advisors has 58 stocks in it's portfolio. About 79.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for AmeriServ Wealth Advisors last quarter.

Last Reported on: 13 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	33.66	119,888	68,100,000	added	23.45
Historical Trend of VANGUARD INDEX FDS Position Held By WEST CHESTER CAPITAL ADVISORS, INC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	IJR	ishares tr	11.20	236,506	22,650,200	added	5.81

	AAXJ	ishares tr	11.07	188,066	22,396,800	added	14.76

	BNDW	vanguard scottsdale fds	5.10	175,605	10,322,100	added	47.28

	BNDW	vanguard scottsdale fds	4.41	158,888	8,916,790	reduced	-30.19

	AAXJ	ishares tr	4.39	168,491	8,889,580	added	88.84

	QQQ	invesco qqq tr	3.31	12,120	6,685,880	new

	IJR	ishares tr	3.24	30,421	6,564,550	new

	AAXJ	ishares tr	1.58	59,896	3,191,860	added	23.51

	XLB	select sector spdr tr	1.44	26,758	2,904,040	added	0.97

	ASRV	ameriserv finl inc	1.42	943,301	2,867,640	added	4.54

	XLB	select sector spdr tr	1.26	28,954	2,542,450	added	13.67

	LLY	eli lilly & co	1.20	3,103	2,418,880	reduced	-0.39

	AAPL	apple inc	1.06	10,495	2,153,260	reduced	-2.44

	XLB	select sector spdr tr	1.00	23,873	2,024,670	added	0.35

	XLB	select sector spdr tr	0.95	14,258	1,921,840	reduced	-0.17

	NVDA	nvidia corporation	0.85	10,869	1,717,190	reduced	-68.09

	XLB	select sector spdr tr	0.84	11,518	1,699,130	added	1.02

	XLB	select sector spdr tr	0.81	31,136	1,630,590	reduced	-16.56

	XLB	select sector spdr tr	0.70	5,622	1,423,660	added	16.35