West Chester Capital Advisors, Inc Portfolio Holdings

West Chester Capital Advisors, Inc

  • $199 Million
  • Q2 2025

West Chester Capital Advisors, Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Million distributed in 106 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 $68.1M, Ishares Barclays with a value of $22.7M, Ishares Barclays 3 7 Yr Treas with a value of $22.4M, Vanguard with a value of $10.3M, and Vanguard Long Term Treasury Et with a value of $8.92M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $171M to 199M.

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

Portfolio value $199 Million
ETFs: $180 Million
Technology: $5.47 Million
Consumer Defensive: $3.46 Million
Financial Services: $3.18 Million
Healthcare: $2.62 Million
Communication Services: $1.47 Million
Consumer Cyclical: $1.23 Million
Utilities: $802,000
Other: $1.01 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $199 Million
  • Prior Value $171 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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