West Chester Capital Advisors, Inc Portfolio Holdings by Sector
West Chester Capital Advisors, Inc
- $183 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO IEF IEI VGLT VGSH VOOG IGSB XLU 22 stocks |
$150,699
82.29% of portfolio
|
  20  
|
  2  
|
  9  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$6,226
3.4% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
LOB PNC FNB 3 stocks |
$5,457
2.98% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,244
1.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$2,789
1.52% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2,142
1.17% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,434
0.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1,286
0.7% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EXC DUK SO 3 stocks |
$968
0.53% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$935
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NQP MYD NAD 3 stocks |
$784
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$708
0.39% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$618
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$590
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$548
0.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$527
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$516
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$493
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$403
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$393
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$369
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$337
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$315
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$309
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$301
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$292
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$230
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$229
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|