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| Name: |
WEST CHESTER CAPITAL ADVISORS INC |
| City: |
WEST CHESTER |
| State: |
PA |
| Zip: |
19382 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$464.22 |
$21,890,000 |
55,742 |
40.44% |
756,000 |
3,852 |
0.006 |
Closed - End Fund - E... |
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ASRV |
Ameriserv Financial Inc |
4 |
- |
$2.45 |
$1,903,000 |
718,251 |
3.52% |
80,000 |
424 |
4.21 |
Domestic Regional Banks |
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RSP |
Guggenheim ETF Trust - Gugg... |
8 |
- |
$161.64 |
$1,640,000 |
11,578 |
3.03% |
606,000 |
4,667 |
0.008 |
Closed - End Fund - E... |
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CSJ |
iShares Barclays 1-3 Year C... |
10 |
- |
$50.87 |
$1,034,000 |
20,749 |
1.91% |
531,000 |
10,719 |
0.002 |
Closed - End Fund - E... |
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IEI |
iShares Barclays 3-7 Year T... |
13 |
- |
$113.95 |
$859,000 |
7,595 |
1.59% |
443,000 |
3,986 |
0.006 |
Closed - End Fund - E... |
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VGSH |
Vanguard Scottsdale Funds |
14 |
- |
$57.65 |
$815,000 |
14,147 |
1.51% |
444,000 |
7,712 |
0.002 |
Closed - End Fund - Debt |
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PEP |
Pepsico Inc |
18 |
- |
$175.45 |
$602,000 |
3,552 |
1.11% |
31,000 |
471 |
0 |
Beverage Soft Drinks... |
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COST |
Costco Wholesale Corp |
20 |
- |
$732.44 |
$579,000 |
1,025 |
1.07% |
134,000 |
199 |
0 |
Discount, Variety Stores |
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QLD |
ProShares Ultra QQQ |
23 |
- |
$80.12 |
$495,000 |
8,342 |
0.91% |
210,000 |
3,921 |
0.024 |
Closed - End Fund - E... |
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SSO |
Ultra S&P500 ProShares |
24 |
- |
$71.66 |
$474,000 |
8,876 |
0.88% |
233,000 |
4,738 |
0.027 |
Closed - End Fund - E... |
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