Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio
WEST CHESTER CAPITAL ADVISORS, INC Performance:
2025 Q3: 1.69%YTD: 3.27%2024: 0.89%
Performance for 2025 Q3 is 1.69%, and YTD is 3.27%, and 2024 is 0.89%.
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 $197.9 Millions as of 30 Sep, 2025.
The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 40.5% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in ISHARES TR.
The fund managers got completely rid off PEPSICO INC (PEP) and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR). AmeriServ Wealth Advisors opened new stock positions in LITMAN GREGORY FDS TR (DBEH) and UNITED STS NAT GAS FD LP (UNG). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of AmeriServ Wealth Advisors are VB, IJR, AAXJ. The fund has invested 40.5% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in ISHARES TR.
The fund managers got completely rid off PEPSICO INC (PEP) and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR). AmeriServ Wealth Advisors opened new stock positions in LITMAN GREGORY FDS TR (DBEH) and UNITED STS NAT GAS FD LP (UNG). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW).
WEST CHESTER CAPITAL ADVISORS, INC Annual Return Estimates Vs S&P 500
Our best estimate is that AmeriServ Wealth Advisors made a return of 1.69% in the last quarter. In trailing 12 months, it's portfolio return was 3.27%.
New Buys
| Ticker | $ Bought |
|---|---|
| litman gregory fds tr | 2,170,600 |
| united sts nat gas fd lp | 784,200 |
New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC
Additions
| Ticker | % Inc. |
|---|---|
| palantir technologies inc | 22.95 |
| vanguard index fds | 9.23 |
| vanguard scottsdale fds | 8.16 |
| vanguard admiral fds inc | 3.9 |
| nvidia corporation | 3.24 |
| walmart inc | 1.89 |
| ishares tr | 1.3 |
| amazon com inc | 1.25 |
Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -79.15 |
| select sector spdr tr | -77.72 |
| invesco qqq tr | -76.54 |
| select sector spdr tr | -76.02 |
| ishares tr | -75.5 |
| ishares tr | -51.51 |
| select sector spdr tr | -51.29 |
| select sector spdr tr | -49.12 |
WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pepsico inc | -289,563 |
| procter and gamble co | -209,186 |
WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks
Sector Distribution
AmeriServ Wealth Advisors has about 89.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.1 |
| Technology | 3.2 |
| Financial Services | 2.5 |
| Consumer Defensive | 1.5 |
| Healthcare | 1.2 |
Market Cap. Distribution
AmeriServ Wealth Advisors has about 9.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.1 |
| MEGA-CAP | 7 |
| LARGE-CAP | 2.3 |
| NANO-CAP | 1.3 |
Stocks belong to which Index?
About 9.1% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.9 |
| S&P 500 | 9.1 |
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 81.9% of the portfolio is in top 10 stocks. ASRV proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for AmeriServ Wealth Advisors last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.20 | 9,323 | 2,373,910 | reduced | -11.17 | ||
| AAXJ | ishares tr | 10.97 | 181,726 | 21,718,100 | reduced | -3.37 | ||
| AAXJ | ishares tr | 3.89 | 145,144 | 7,696,980 | reduced | -13.86 | ||
| AAXJ | ishares tr | 1.58 | 57,849 | 3,129,050 | reduced | -3.42 | ||
| AAXJ | ishares tr | 0.35 | 8,450 | 686,055 | reduced | -51.51 | ||
| ABT | abbott labs | 0.10 | 1,514 | 202,784 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.31 | 2,834 | 622,261 | added | 1.25 | ||
| ASRV | ameriserv finl inc | 1.30 | 890,770 | 2,583,230 | reduced | -5.57 | ||
| BA | boeing co | 0.33 | 3,057 | 659,792 | reduced | -7.34 | ||
| BAC | bank america corp | 0.13 | 4,895 | 252,532 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.14 | 5,180 | 270,654 | reduced | -0.21 | ||
| BIB | proshares tr | 0.52 | 7,558 | 1,036,960 | reduced | -0.25 | ||
| BIB | proshares tr | 0.49 | 8,627 | 967,345 | added | 0.27 | ||
| BNDW | vanguard scottsdale fds | 4.94 | 171,847 | 9,771,220 | added | 8.16 | ||
| BNDW | vanguard scottsdale fds | 4.65 | 156,464 | 9,207,900 | reduced | -10.9 | ||
| COST | costco whsl corp new | 0.58 | 1,247 | 1,154,260 | reduced | -0.95 | ||
| DBEH | litman gregory fds tr | 1.10 | 79,480 | 2,170,600 | new | |||
| DUK | duke energy corp new | 0.18 | 2,852 | 352,934 | reduced | -0.7 | ||
| EXC | exelon corp | 0.24 | 10,684 | 480,886 | reduced | -0.07 | ||
| FNB | f n b corp | 0.23 | 28,162 | 453,688 | reduced | -5.86 | ||