West Chester Capital Advisors, Inc Top Holdings and 13F Report (2025) About West Chester Capital Advisors, IncInvestment ActivityWest Chester Capital Advisors, Inc has $172.95 million in total holdings as of March 31, 2025.West Chester Capital Advisors, Inc owns shares of 61 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.61% of the portfolio was purchased this quarter.About 15.01% of the portfolio was sold this quarter.This quarter, West Chester Capital Advisors, Inc has purchased 63 new stocks and bought additional shares in 6 stocks.West Chester Capital Advisors, Inc sold shares of 39 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $49,906,827iShares 7-10 Year Treasury Bond ETF $21,316,720iShares 3-7 Year Treasury Bond ETF $19,360,436Vanguard Long-Term Treasury ETF $13,112,323Vanguard Short-Term Treasury ETF $6,997,784 Largest New Holdings this Quarter 81369Y852 - Communication Services Select Sector SPDR Fund $2,556,117 Holding81369Y506 - Energy Select Sector SPDR Fund $2,223,174 Holding81369Y100 - Materials Select Sector SPDR Fund $2,189,996 Holding81369Y209 - Health Care Select Sector SPDR Fund $2,085,314 Holding81369Y803 - Technology Select Sector SPDR Fund $997,710 Holding Largest Purchases this Quarter Communication Services Select Sector SPDR Fund 26,502 shares (about $2.56M)Energy Select Sector SPDR Fund 23,790 shares (about $2.22M)Materials Select Sector SPDR Fund 25,471 shares (about $2.19M)Health Care Select Sector SPDR Fund 14,282 shares (about $2.09M)iShares iBoxx $ High Yield Corporate Bond ETF 24,538 shares (about $1.94M) Largest Sales this Quarter Vanguard Long-Term Treasury ETF 50,806 shares (about $2.93M)iShares Core Dividend ETF 56,649 shares (about $2.75M)NVIDIA 10,716 shares (about $1.16M)Vanguard S&P 500 Growth ETF 2,577 shares (about $861.95K)iShares 7-10 Year Treasury Bond ETF 8,121 shares (about $774.50K) 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$49,906,827$249,760 ▲0.5%97,11228.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$21,316,720$774,500 ▼-3.5%223,51612.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$19,360,436$672,543 ▼-3.4%163,88411.2%ETFVGLTVanguard Long-Term Treasury ETF$13,112,323$2,926,933 ▼-18.2%227,6057.6%ETFVGSHVanguard Short-Term Treasury ETF$6,997,784$527,799 ▼-7.0%119,2334.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,672,765$69,862 ▼-1.5%89,2262.7%ManufacturingXLUUtilities Select Sector SPDR Fund$4,565,336$63,001 ▲1.4%57,8992.6%ETFVOOGVanguard S&P 500 Growth ETF$3,723,765$861,955 ▼-18.8%11,1332.2%ETFNVDANVIDIA$3,691,206$1,161,400 ▼-23.9%34,0582.1%Computer and TechnologyLLYEli Lilly and Company$2,572,709$54,510 ▼-2.1%3,1151.5%MedicalXLCCommunication Services Select Sector SPDR Fund$2,556,117$2,556,117 ▲New Holding26,5021.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,546,852$53,991 ▼-2.1%48,4931.5%ManufacturingAAPLApple$2,389,673$488,241 ▼-17.0%10,7581.4%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,348,317$1,935,801 ▲469.3%29,7671.4%ETFXLEEnergy Select Sector SPDR Fund$2,223,174$2,223,174 ▲New Holding23,7901.3%ETFASRVAmeriServ Financial$2,192,724$244,276 ▲12.5%902,3551.3%FinanceXLBMaterials Select Sector SPDR Fund$2,189,996$2,189,996 ▲New Holding25,4711.3%ETFXLVHealth Care Select Sector SPDR Fund$2,085,314$2,085,314 ▲New Holding14,2821.2%ETFXLFFinancial Select Sector SPDR Fund$1,858,609$1,011,591 ▲119.4%37,3141.1%ETFSPYSPDR S&P 500 ETF Trust$1,781,097$62,092 ▼-3.4%3,1841.0%FinanceXLIIndustrial Select Sector SPDR Fund$1,494,459$904,513 ▲153.3%11,4020.9%ETFCOSTCostco Wholesale$1,212,489$73,771 ▼-5.7%1,2820.7%Retail/WholesaleSSOProShares Ultra S&P500$1,116,536$32,367 ▼-2.8%13,4880.6%ETFQLDProShares Ultra QQQ$1,031,807$39,818 ▼-3.7%11,6090.6%ETFXLKTechnology Select Sector SPDR Fund$997,710$997,710 ▲New Holding4,8320.6%ETFMSFTMicrosoft$889,673$388,153 ▼-30.4%2,3700.5%Computer and TechnologyWMTWalmart$831,810$39,242 ▼-4.5%9,4750.5%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$772,435$772,435 ▲New Holding9,0800.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$759,467$759,467 ▲New Holding30,0660.4%ETFVVisa$749,633$287,727 ▼-27.7%2,1390.4%Business ServicesVGTVanguard Information Technology ETF$655,736$586,312 ▼-47.2%1,2090.4%ETFIVViShares Core S&P 500 ETF$653,4890.0%1,1630.4%ETFMOAltria Group$578,832$13,625 ▼-2.3%9,6440.3%Consumer StaplesBABoeing$565,884$2,899 ▼-0.5%3,3180.3%AerospaceAMZNAmazon.com$515,604$20,548 ▼-3.8%2,7100.3%Retail/WholesalePNCThe PNC Financial Services Group$499,361$3,340 ▼-0.7%2,8410.3%FinanceEXCExelon$493,839$11,151 ▼-2.2%10,7170.3%UtilitiesPEPPepsiCo$436,625$49,630 ▼-10.2%2,9120.3%Consumer StaplesMCDMcDonald's$420,449$4,061 ▼-1.0%1,3460.2%Retail/WholesaleFNBF.N.B.$409,391$11,984 ▼-2.8%30,4380.2%FinanceJPMJPMorgan Chase & Co.$377,761$127,310 ▼-25.2%1,5400.2%FinanceNQPNuveen Pennsylvania Quality Municipal Income Fund$373,4120.0%33,2810.2%FinanceMETAMeta Platforms$368,293$576 ▼-0.2%6390.2%Computer and TechnologyDUKDuke Energy$352,249$24,760 ▼-6.6%2,8880.2%UtilitiesSHWSherwin-Williams$347,094$67,044 ▼-16.2%9940.2%Basic MaterialsNFLXNetflix$323,5870.0%3470.2%Consumer DiscretionaryISRGIntuitive Surgical$317,962$1,981 ▼-0.6%6420.2%MedicalNUENucor$295,916$5,415 ▼-1.8%2,4590.2%Basic MaterialsXOMExxon Mobil$272,230$98,593 ▼-26.6%2,2890.2%EnergyDHRDanaher$268,755$12,915 ▼-4.6%1,3110.2%MedicalGOOGLAlphabet$264,125$231,187 ▼-46.7%1,7080.2%Computer and TechnologyDIVBiShares Core Dividend ETF$252,012$2,748,600 ▼-91.6%5,1940.1%ETFGOOGAlphabet$248,717$625 ▼-0.3%1,5920.1%Computer and TechnologyMYDBlackRock MuniYield Fund$236,0560.0%22,3750.1%FinanceHDHome Depot$230,888$116,910 ▼-33.6%6300.1%Retail/WholesalePGProcter & Gamble$223,761$10,736 ▼-4.6%1,3130.1%Consumer StaplesPMPhilip Morris International$220,952$220,952 ▲New Holding1,3920.1%Consumer StaplesINTCIntel$213,360$213,360 ▲New Holding9,3950.1%Computer and TechnologyBACBank of America$204,2680.0%4,8950.1%FinanceABTAbbott Laboratories$200,831$200,831 ▲New Holding1,5140.1%MedicalNADNuveen Quality Municipal Income Fund$178,6060.0%15,5040.1%Financial ServicesLOBLive Oak Bancshares$0$4,443,205 ▼-100.0%00.0%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$0$3,889,195 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$1,464,921 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$1,015,973 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$527,116 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$438,123 ▼-100.0%00.0%FinanceABBVAbbVie$0$334,431 ▼-100.0%00.0%MedicalPRUPrudential Financial$0$301,895 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$229,359 ▼-100.0%00.0%FinanceSOSouthern$0$223,168 ▼-100.0%00.0%UtilitiesAVGOBroadcom$0$214,452 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$213,349 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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