West Chester Capital Advisors, Inc Purchases in Q4 2024

West Chester Capital Advisors, Inc

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40.9K
+ 73.35%
$521.84 - $558.82 $21.3M - $22.8M
96.6K $52.1M
IEF
Ishares Barclays

ETFs
228K
+ 6225.42%
$92.08 - $98.18 $21M - $22.4M
232K $21.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
162K
+ 2132.75%
$115.08 - $119.55 $18.6M - $19.4M
170K $19.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
278K
New
$55.1 - $61.74 $15.3M - $17.2M
278K $15.4M
VGSH
Vanguard

ETFs
114K
+ 806.38%
$58.02 - $58.88 $6.62M - $6.72M
128K $7.46M
NVDA
Nvidia Corp

Technology
44.8K
New
$117.0 - $148.88 $5.24M - $6.67M
44.8K $6.01M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13.7K
New
$340.59 - $380.5 $4.67M - $5.22M
13.7K $5.02M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
75.4K
+ 1467.77%
$47.77 - $51.75 $3.6M - $3.9M
80.5K $3.89M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
69.8K
+ 336.45%
$51.54 - $52.55 $3.6M - $3.67M
90.6K $4.68M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
61.8K
New
$46.9 - $50.96 $2.9M - $3.15M
61.8K $2.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
49.5K
New
$51.33 - $53.74 $2.54M - $2.66M
49.5K $2.55M
VGT
Vanguard Information Technolog

ETFs
2.29K
New
$571.78 - $647.97 $1.31M - $1.48M
2.29K $1.42M
IWM
Ishares Russell 2000 ETF

ETFs
4.6K
New
$216.13 - $242.4 $994K - $1.11M
4.6K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.11K
+ 50.46%
$567.81 - $607.81 $627K - $672K
3.3K $1.93M
MSFT
Microsoft Corp

Technology
1.74K
+ 103.95%
$406.35 - $454.46 $705K - $788K
3.4K $1.43M
LLY
Eli Lilly & CO

Healthcare
256
+ 8.75%
$727.2 - $932.06 $186K - $239K
3.18K $2.46M
XLF
Financial Sector Spdr

ETFs
17K
New
$44.89 - $51.34 $763K - $873K
17K $821K
SSO
Proshares Ultra S&P 500

ETFs
5K
+ 56.37%
$87.92 - $99.73 $440K - $499K
13.9K $1.28M
QLD
Proshares Ultra Qqq

ETFs
3.72K
+ 44.53%
$97.85 - $120.25 $364K - $447K
12.1K $1.31M
WMT
Walmart Inc.

Consumer Defensive
8.49K
+ 593.36%
$79.1 - $95.7 $672K - $813K
9.92K $896K
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 32.68%
$873.59 - $994.69 $293K - $333K
1.36K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
2.82K
New
$180.88 - $232.93 $510K - $656K
2.82K $618K
GOOGL
Alphabet Inc.

Communication Services
3.2K
New
$161.86 - $196.66 $518K - $630K
3.2K $606K
BA
Boeing CO

Industrials
3.34K
New
$138.14 - $180.72 $461K - $603K
3.34K $590K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.86K
New
$178.39 - $215.0 $510K - $615K
2.86K $551K
JPM
Jpmorgan Chase & CO

Financial Services
2.06K
New
$205.18 - $250.29 $422K - $515K
2.06K $493K
QQQ
Invesco Qqq Trust, Series 1

ETFs
857
New
$481.22 - $538.17 $412K - $461K
857 $438K
HYG
Ishares Tr

ETFs
5.23K
New
$78.09 - $80.04 $408K - $419K
5.23K $411K
SHW
Sherwin Williams CO

Basic Materials
1.19K
New
$338.75 - $399.71 $402K - $474K
1.19K $403K
META
Meta Platforms, Inc.

Communication Services
640
New
$554.08 - $632.68 $355K - $405K
640 $377K
HD
Home Depot, Inc.

Consumer Cyclical
949
New
$385.02 - $431.37 $365K - $409K
949 $369K
ISRG
Intuitive Surgical Inc

Healthcare
646
New
$471.27 - $550.62 $304K - $356K
646 $337K
ABBV
Abb Vie Inc.

Healthcare
1.88K
New
$164.99 - $203.87 $311K - $384K
1.88K $334K
NFLX
Netflix Inc

Communication Services
347
New
$687.65 - $936.56 $239K - $325K
347 $309K
GOOG
Alphabet Inc.

Communication Services
1.6K
New
$163.08 - $198.16 $260K - $316K
1.6K $303K
XLI
Industrial Sector Spdr

ETFs
1.31K
+ 40.83%
$131.76 - $143.99 $172K - $188K
4.5K $593K
PG
Procter & Gamble CO

Consumer Defensive
1.38K
New
$161.05 - $179.7 $222K - $247K
1.38K $230K
SO
Southern CO

Utilities
2.71K
New
$81.5 - $94.15 $221K - $255K
2.71K $223K
BAC
Bank Of America Corp

Financial Services
4.9K
New
$39.22 - $47.77 $192K - $234K
4.9K $215K
AVGO
Broadcom Inc.

Technology
925
New
$159.67 - $250.0 $148K - $231K
925 $214K
CVX
Chevron Corp

Energy
1.47K
New
$141.15 - $162.53 $208K - $239K
1.47K $213K
FNB
Fnb Corp

Financial Services
6.73K
+ 27.36%
$13.56 - $17.29 $91.3K - $116K
31.3K $463K
PRU
Prudential Financial Inc

Financial Services
130
+ 5.38%
$114.59 - $129.52 $14.9K - $16.8K
2.55K $301K
XOM
Exxon Mobil Corp

Energy
661
+ 26.9%
$105.51 - $125.37 $69.7K - $82.9K
3.12K $335K
Ameriserv Finl Inc
83.6K
+ 11.64%
N/A
802K $0
Activity Summary
Buys All Purchases 46 New Holdings 27 Increased Positions 19 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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