West Chester Capital Advisors, Inc Portfolio Holdings

West Chester Capital Advisors, Inc

  • $52.2 Million
  • Q3 2023

West Chester Capital Advisors, Inc has filed its 13F form on November 09, 2023 for Q3 2023 where it was disclosed a total value porftolio of $52.2 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.9M, Live Oak Bancshares, Inc. with a value of $3.25M, Apple Inc. with a value of $2.22M, Berkshire Hathaway Inc Class B with a value of $1.81M, and Wisdomtree Floating Rate Treas with a value of $1.81M.

Examining the 13F form we can see an increase of $1.23M in the current position value, from $51M to 52.2M.

Below you can find more details about West Chester Capital Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $52.2 Million
ETFs: $34.1 Million
Financial Services: $7.05 Million
Technology: $3.24 Million
Healthcare: $2.58 Million
Consumer Defensive: $1.86 Million
Energy: $1.31 Million
Utilities: $837,000
Consumer Cyclical: $599,000
Other: $673,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$3.25 Million 6.23% of portfolio
112,344
Q4 2018 Added 1.81%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $52.2 Million
  • Prior Value $51 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 09, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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