WEST CHESTER CAPITAL ADVISORS, INC Portfolio Holdings
Q3 2025•58 long positions•$197.9M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $80.2M 40.52% | +$6.8M Bought | — 131.0K shares | 119.9K → 131.0K +$6.8M | +9.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $23.1M 11.68% | +$296.8K Bought | — 239.6K shares | 236.5K → 239.6K +$296.8K | +1.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.7M 10.97% | -$757.7K Sold | — 181.7K shares | 188.1K → 181.7K −$757.7K | -3.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.8M 4.94% | +$736.8K Bought | — 171.8K shares | 158.9K → 171.8K +$736.8K | +8.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.2M 4.65% | -$1.1M Sold | — 156.5K shares | 175.6K → 156.5K −$1.1M | -10.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 3.89% | -$1.2M Sold | — 145.1K shares | 168.5K → 145.1K −$1.2M | -13.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.58% | -$110.7K Sold | — 57.8K shares | 59.9K → 57.8K −$110.7K | -3.42% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $2.6M 1.31% | -$152.3K Sold | 5.39% 890.8K shares | 943.3K → 890.8K −$152.3K | -5.57% | $47.9M Nano Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.4M 1.2% | -$298.4K Sold | 0.0% 9.3K shares | 10.5K → 9.3K −$298.4K | -11.17% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.2M 1.13% | -$132.8K Sold | 0.0% 2.9K shares | 3.1K → 2.9K −$132.8K | -5.61% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.1% | +$2.2M Bought | — 79.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.1M 1.06% | +$65.7K Bought | 0.0% 11.2K shares | 10.9K → 11.2K +$65.7K | +3.24% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.911% | -$5.6M Sold | — 7.5K shares | 30.4K → 7.5K −$5.6M | -75.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.862% | -$5.6M Sold | — 2.8K shares | 12.1K → 2.8K −$5.6M | -76.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.731% | -$138.1K Sold | — 5.1K shares | 5.6K → 5.1K −$138.1K | -8.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 0.639% | -$1.3M Sold | — 14.1K shares | 29.0K → 14.1K −$1.3M | -51.29% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.627% | +$46.6K Bought | — 2.8K shares | 2.7K → 2.8K +$46.6K | +3.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.625% | -$16.5K Sold | — 14.2K shares | 14.4K → 14.2K −$16.5K | -1.32% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.2M 0.615% | -$517.9 Sold | 0.0% 2.4K shares | 2.4K → 2.4K −$517.9 | -0.04% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.2M 0.583% | -$11.1K Sold | 0.0% 1.2K shares | 1.3K → 1.2K −$11.1K | -0.95% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.524% | -$2.6K Sold | — 7.6K shares | 7.6K → 7.6K −$2.6K | -0.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.513% | -$662.4K Sold | — 18.8K shares | 31.1K → 18.8K −$662.4K | -39.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.507% | -$181.2K Sold | — 1.5K shares | 1.8K → 1.5K −$181.2K | -15.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $967.3K 0.489% | +$2.6K Bought | — 8.6K shares | 8.6K → 8.6K +$2.6K | +0.27% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $962.7K 0.486% | +$17.8K Bought | 0.0% 9.3K shares | 9.2K → 9.3K +$17.8K | +1.89% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $903.8K 0.457% | -$872.6K Sold | — 5.9K shares | 11.5K → 5.9K −$872.6K | -49.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $849.4K 0.429% | -$33.1K Sold | — 8.8K shares | 9.1K → 8.8K −$33.1K | -3.75% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $784.2K 0.396% | +$653.5K Bought | — 60.0K shares | 10.0K → 60.0K +$653.5K | +500.0% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $772.4K 0.39% | — | — 1.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $759.5K 0.384% | -$2.4M Sold | — 6.4K shares | 26.8K → 6.4K −$2.4M | -76.02% | — — | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $724.7K 0.366% | -$4.1K Sold | 0.0% 2.1K shares | 2.1K → 2.1K −$4.1K | -0.56% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $686.1K 0.347% | -$728.8K Sold | — 8.5K shares | 17.4K → 8.5K −$728.8K | -51.51% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $659.8K 0.333% | -$52.2K Sold | 0.0% 3.1K shares | 3.3K → 3.1K −$52.2K | -7.34% | $163.20B Large Cap | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $636.8K 0.322% | -$66.1 Sold | 0.001% 9.6K shares | 9.6K → 9.6K −$66.1 | -0.01% | $110.97B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $622.3K 0.314% | +$7.7K Bought | 0.0% 2.8K shares | 2.8K → 2.8K +$7.7K | +1.25% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $572.6K 0.289% | -$5.4K Sold | 0.001% 2.9K shares | 2.9K → 2.9K −$5.4K | -0.94% | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $480.9K 0.243% | -$315.1 Sold | 0.001% 10.7K shares | 10.7K → 10.7K −$315.1 | -0.07% | $45.5B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $475.2K 0.24% | -$1.7M Sold | — 5.3K shares | 23.9K → 5.3K −$1.7M | -77.72% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $469.3K 0.237% | — | 0.0% 639.0 shares | — | — | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $453.7K 0.229% | -$28.2K Sold | 0.008% 28.2K shares | 29.9K → 28.2K −$28.2K | -5.86% | $5.8B Mid Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $428.0K 0.216% | -$56.8K Sold | 0.0% 1.4K shares | 1.5K → 1.4K −$56.8K | -11.71% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $416.0K 0.21% | — | 0.0% 347.0 shares | — | — | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $413.8K 0.209% | -$1.6M Sold | — 3.0K shares | 14.3K → 3.0K −$1.6M | -79.15% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $399.4K 0.202% | — | — 33.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $387.7K 0.196% | — | 0.0% 1.6K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $376.8K 0.19% | -$29.5K Sold | 0.0% 1.2K shares | 1.3K → 1.2K −$29.5K | -7.26% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $357.7K 0.181% | +$66.8K Bought | 0.0% 2.0K shares | 1.6K → 2.0K +$66.8K | +22.95% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $355.4K 0.18% | — | 0.0% 1.5K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $352.9K 0.178% | -$2.5K Sold | 0.0% 2.9K shares | 2.9K → 2.9K −$2.5K | -0.7% | $96.2B Large Cap | Q4 2024 Held for 11 months | |
Steel Basic Materials | $332.8K 0.168% | — | 0.001% 2.5K shares | — | — | $31.1B Large Cap | Q4 2024 Held for 11 months |
