West Chester Capital Advisors, Inc Top Holdings and 13F Report (2025) About West Chester Capital Advisors, IncInvestment ActivityWest Chester Capital Advisors, Inc has $202.31 million in total holdings as of June 30, 2025.West Chester Capital Advisors, Inc owns shares of 58 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 19.45% of the portfolio was purchased this quarter.About 10.11% of the portfolio was sold this quarter.This quarter, West Chester Capital Advisors, Inc has purchased 61 new stocks and bought additional shares in 16 stocks.West Chester Capital Advisors, Inc sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $68,099,980iShares 7-10 Year Treasury Bond ETF $22,650,178iShares 3-7 Year Treasury Bond ETF $22,396,779Vanguard Short-Term Treasury ETF $10,322,061Vanguard Long-Term Treasury ETF $8,916,793 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $6,685,875 Holding464287655 - iShares Russell 2000 ETF $6,564,547 Holding69608A108 - PALANTIR TECHNOLOGIES INC $217,430 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 22,776 shares (about $12.94M)Invesco QQQ 12,120 shares (about $6.69M)iShares Russell 2000 ETF 30,421 shares (about $6.56M)iShares 1-5 Year Investment Grade Corporate Bond ETF 79,265 shares (about $4.18M)Vanguard Short-Term Treasury ETF 56,372 shares (about $3.31M) Largest Sales this Quarter Vanguard Long-Term Treasury ETF 68,717 shares (about $3.86M)NVIDIA 23,189 shares (about $3.66M)Utilities Select Sector SPDR Fund 43,529 shares (about $3.55M)Vanguard S&P 500 Growth ETF 8,391 shares (about $3.33M)iShares iBoxx $ High Yield Corporate Bond ETF 12,341 shares (about $995.30K) 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$68,099,980$12,937,451 ▲23.5%119,88833.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$22,650,178$1,244,052 ▲5.8%236,50611.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$22,396,779$2,879,834 ▲14.8%188,06611.1%ETFVGSHVanguard Short-Term Treasury ETF$10,322,061$3,313,546 ▲47.3%175,6055.1%ETFVGLTVanguard Long-Term Treasury ETF$8,916,793$3,856,397 ▼-30.2%158,8884.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$8,889,584$4,182,021 ▲88.8%168,4914.4%ManufacturingQQQInvesco QQQ$6,685,875$6,685,875 ▲New Holding12,1203.3%FinanceIWMiShares Russell 2000 ETF$6,564,547$6,564,547 ▲New Holding30,4213.2%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,191,856$607,666 ▲23.5%59,8961.6%ManufacturingXLCCommunication Services Select Sector SPDR Fund$2,904,045$27,784 ▲1.0%26,7581.4%ETFASRVAmeriServ Financial$2,867,636$124,476 ▲4.5%943,3011.4%FinanceXLBMaterials Select Sector SPDR Fund$2,542,450$305,842 ▲13.7%28,9541.3%ETFLLYEli Lilly and Company$2,418,880$9,354 ▼-0.4%3,1031.2%MedicalAAPLApple$2,153,258$53,960 ▼-2.4%10,4951.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,024,668$7,039 ▲0.3%23,8731.0%ETFXLVHealth Care Select Sector SPDR Fund$1,921,835$3,235 ▼-0.2%14,2580.9%ETFNVDANVIDIA$1,717,193$3,663,629 ▼-68.1%10,8690.8%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,699,134$17,112 ▲1.0%11,5180.8%ETFXLFFinancial Select Sector SPDR Fund$1,630,591$323,542 ▼-16.6%31,1360.8%ETFXLKTechnology Select Sector SPDR Fund$1,423,658$200,052 ▲16.3%5,6220.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,405,406$995,301 ▼-41.5%17,4260.7%ETFCOSTCostco Wholesale$1,246,333$22,769 ▼-1.8%1,2590.6%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$1,173,453$3,554,575 ▼-75.2%14,3700.6%ETFMSFTMicrosoft$1,169,908$8,953 ▼-0.8%2,3520.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,098,536$868,696 ▼-44.2%1,7780.5%FinanceVOOGVanguard S&P 500 Growth ETF$1,087,311$3,327,362 ▼-75.4%2,7420.5%ETFWMTWalmart$896,446$30,018 ▼-3.2%9,1680.4%Retail/WholesaleQLDProShares Ultra QQQ$891,887$474,606 ▼-34.7%7,5770.4%ETFSSOProShares Ultra S&P500$840,782$477,264 ▼-36.2%8,6040.4%ETFIWRiShares Russell Mid-Cap ETF$840,697$5,610 ▲0.7%9,1410.4%ETFVVisa$758,031$1,420 ▼-0.2%2,1350.4%Business ServicesIVViShares Core S&P 500 ETF$716,518$5,588 ▼-0.8%1,1540.4%ETFBABoeing$691,239$3,981 ▼-0.6%3,2990.3%AerospaceAMZNAmazon.com$614,072$19,526 ▲3.3%2,7990.3%Retail/WholesaleMOAltria Group$565,251$176 ▼0.0%9,6410.3%Consumer StaplesPNCThe PNC Financial Services Group$536,329$6,711 ▲1.3%2,8770.3%FinanceMETAMeta Platforms$471,6380.0%6390.2%Computer and TechnologyNFLXNetflix$464,6780.0%3470.2%Consumer DiscretionaryEXCExelon$464,203$1,129 ▼-0.2%10,6910.2%UtilitiesJPMJPMorgan Chase & Co.$445,590$870 ▼-0.2%1,5370.2%FinanceFNBF.N.B.$436,145$7,640 ▼-1.7%29,9140.2%FinanceMCDMcDonald's$390,630$2,630 ▼-0.7%1,3370.2%Retail/WholesaleNQPNuveen Pennsylvania Quality Municipal Income Fund$373,4120.0%33,2810.2%FinanceDUKDuke Energy$338,896$1,888 ▼-0.6%2,8720.2%UtilitiesNUENucor$318,279$259 ▼-0.1%2,4570.2%Basic MaterialsPEPPepsiCo$289,563$94,937 ▼-24.7%2,1930.1%Consumer StaplesGOOGAlphabet$282,4040.0%1,5920.1%Computer and TechnologyDIVBiShares Core Dividend ETF$261,210$151 ▼-0.1%5,1910.1%ETFGOOGLAlphabet$257,648$43,353 ▼-14.4%1,4620.1%Computer and TechnologyPMPhilip Morris International$253,5240.0%1,3920.1%Consumer StaplesBACBank of America$231,6300.0%4,8950.1%FinanceHDHome Depot$225,483$5,500 ▼-2.4%6150.1%Retail/WholesaleMYDBlackRock MuniYield Fund$224,6450.0%22,3750.1%FinancePALANTIR TECHNOLOGIES INC$217,430$217,430 ▲New Holding1,5950.1%CL AINTCIntel$215,241$4,794 ▲2.3%9,6090.1%Computer and TechnologyPGProcter & Gamble$209,1860.0%1,3130.1%Consumer StaplesABTAbbott Laboratories$205,9180.0%1,5140.1%MedicalNADNuveen Quality Municipal Income Fund$175,0400.0%15,5040.1%Financial ServicesDBMFiMGP DBi Managed Futures Strategy ETF$0$759,467 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$655,736 ▼-100.0%00.0%ETFSHWSherwin-Williams$0$347,094 ▼-100.0%00.0%Basic MaterialsISRGIntuitive Surgical$0$317,962 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$272,230 ▼-100.0%00.0%EnergyDHRDanaher$0$268,755 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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