West Chester Capital Advisors, Inc Sells in Q1 2025

West Chester Capital Advisors, Inc

  • $171 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-56.6K
- 91.6%
$46.86 - $50.66 $2.65M - $2.87M
5.19K $252K
NVDA
Nvidia Corp

Technology
-10.7K
- 23.93%
$106.98 - $149.43 $1.15M - $1.6M
34.1K $3.69M
VGLT
Vanguard Long Term Treasury Et

ETFs
-50.8K
- 18.25%
$53.99 - $58.43 $2.74M - $2.97M
228K $13.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.58K
- 18.8%
$333.37 - $384.99 $859K - $992K
11.1K $3.72M
AAPL
Apple Inc.

Technology
-2.2K
- 16.97%
$209.68 - $247.1 $461K - $543K
10.8K $2.39M
VGT
Vanguard Information Technolog

ETFs
-1.08K
- 47.21%
$542.38 - $646.34 $586K - $699K
1.21K $655K
MSFT
Microsoft Corp

Technology
-1.03K
- 30.38%
$375.39 - $447.2 $388K - $462K
2.37K $889K
VGSH
Vanguard

ETFs
-8.99K
- 7.01%
$58.07 - $58.69 $522K - $528K
119K $7M
GOOGL
Alphabet Inc.

Communication Services
-1.5K
- 46.67%
$154.33 - $206.19 $231K - $308K
1.71K $264K
QLD
Proshares Ultra Qqq

ETFs
-448
- 3.72%
$88.88 - $119.12 $39.8K - $53.4K
11.6K $1.03M
V
Visa Inc.

Financial Services
-821
- 27.74%
$306.92 - $362.71 $252K - $298K
2.14K $749K
SSO
Proshares Ultra S&P 500

ETFs
-391
- 2.82%
$80.57 - $100.21 $31.5K - $39.2K
13.5K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-111
- 3.37%
$551.42 - $612.93 $61.2K - $68K
3.18K $1.78M
HD
Home Depot, Inc.

Consumer Cyclical
-319
- 33.61%
$347.25 - $424.87 $111K - $136K
630 $230K
JPM
Jpmorgan Chase & CO

Financial Services
-519
- 25.21%
$225.19 - $279.95 $117K - $145K
1.54K $377K
AMZN
Amazon Com Inc

Consumer Cyclical
-108
- 3.83%
$190.26 - $242.06 $20.5K - $26.1K
2.71K $515K
IEF
Ishares Barclays

ETFs
-8.12K
- 3.51%
$91.17 - $95.39 $740K - $775K
224K $21.3M
WMT
Walmart Inc.

Consumer Defensive
-447
- 4.51%
$84.5 - $105.05 $37.8K - $47K
9.48K $831K
XOM
Exxon Mobil Corp

Energy
-829
- 26.59%
$105.44 - $118.93 $87.4K - $98.6K
2.29K $272K
PEP
Pepsico Inc

Consumer Defensive
-331
- 10.21%
$142.64 - $156.42 $47.2K - $51.8K
2.91K $436K
SHW
Sherwin Williams CO

Basic Materials
-192
- 16.19%
$330.16 - $365.55 $63.4K - $70.2K
994 $347K
GOOG
Alphabet Inc.

Communication Services
-4
- 0.25%
$156.06 - $207.71 $624 - $831
1.59K $248K
FNB
Fnb Corp

Financial Services
-891
- 2.84%
$13.08 - $15.95 $11.7K - $14.2K
30.4K $409K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-19
- 0.66%
$168.84 - $202.89 $3.21K - $3.85K
2.84K $499K
DHR
Danaher Corp

Healthcare
-63
- 4.59%
$201.62 - $250.59 $12.7K - $15.8K
1.31K $268K
COST
Costco Wholesale Corp

Consumer Defensive
-78
- 5.74%
$890.62 - $1076.86 $69.5K - $84K
1.28K $1.21M
BA
Boeing CO

Industrials
-17
- 0.51%
$148.15 - $186.25 $2.52K - $3.17K
3.32K $565K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.62%
$476.63 - $610.45 $1.91K - $2.44K
642 $317K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.33K
- 1.47%
$51.52 - $52.37 $68.7K - $69.9K
89.2K $4.67M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.16%
$576.36 - $736.67 $576 - $737
639 $368K
PG
Procter & Gamble CO

Consumer Defensive
-63
- 4.58%
$158.56 - $176.26 $9.99K - $11.1K
1.31K $223K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.03K
- 2.08%
$50.82 - $52.7 $52.2K - $54.2K
48.5K $2.55M
NUE
Nucor Corp

Basic Materials
-45
- 1.8%
$114.48 - $142.52 $5.15K - $6.41K
2.46K $295K
DUK
Duke Energy Corp

Utilities
-203
- 6.57%
$105.87 - $121.97 $21.5K - $24.8K
2.89K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 0.96%
$279.74 - $321.29 $3.64K - $4.18K
1.35K $420K
MO
Altria Group, Inc.

Consumer Defensive
-227
- 2.3%
$50.81 - $60.02 $11.5K - $13.6K
9.64K $578K
EXC
Exelon Corp

Utilities
-242
- 2.21%
$37.3 - $46.08 $9.03K - $11.2K
10.7K $493K
LLY
Eli Lilly & CO

Healthcare
-66
- 2.07%
$725.72 - $929.72 $47.9K - $61.4K
3.12K $2.57M
Activity Summary
Buys All Purchases 16 New Holdings 10 Increased Positions 6 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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