0001102062-22-000003.txt : 20220211 0001102062-22-000003.hdr.sgml : 20220211 20220211132832 ACCESSION NUMBER: 0001102062-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEST CHESTER CAPITAL ADVISORS, INC CENTRAL INDEX KEY: 0001102062 IRS NUMBER: 232784994 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05257 FILM NUMBER: 22619003 BUSINESS ADDRESS: STREET 1: 216 FRANKLIN STREET CITY: JOHNSTOWN STATE: PA ZIP: 15901 BUSINESS PHONE: 8145335338 MAIL ADDRESS: STREET 1: 216 FRANKLIN STREET CITY: JOHNSTOWN STATE: PA ZIP: 15901 FORMER COMPANY: FORMER CONFORMED NAME: WESTCHESTER CAPITAL ADVISORS /PA DATE OF NAME CHANGE: 19991229 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001102062 XXXXXXXX 12-31-2021 12-31-2021 false WEST CHESTER CAPITAL ADVISORS, INC

216 Franklin Street Johnstown PA 15901

13F HOLDINGS REPORT 028-05257 N Steven M. Krawick 814-533-5127 Steven M. Krawick Johnstown PA 02-11-2022 1 72 145717 1 0001082834 028-04419 AMERISERV TRUST & FINANCIAL SERVICES CO INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 275 1952 SH SOLE 1952 0 0 ABBVIE INC COM 00287Y109 275 2031 SH SOLE 2031 0 0 ALPHABET INC CAP STK CL C 02079K107 1455 503 SH SOLE 503 0 0 ALPHABET INC CAP STK CL A 02079K305 1336 461 SH SOLE 449 0 12 ALTRIA GROUP INC COM 02209S103 926 19539 SH SOLE 17321 0 2218 AMAZON COM INC COM 023135106 4038 1211 SH SOLE 1049 0 162 AMAZON COM INC COM 023135106 203 61 SH OTR 53 0 8 AMERISERV FINL INC COM 03074A102 2333 604405 SH SOLE 30067 0 574338 AMGEN INC COM 031162100 1085 4822 SH SOLE 4822 0 0 ANSYS INC COM 03662Q105 301 750 SH SOLE 0 0 750 APPLE INC COM 037833100 6498 36594 SH SOLE 30906 0 5688 APPLE INC COM 037833100 365 2057 SH OTR 1909 0 148 BP PLC SPONSORED ADR 055622104 705 26457 SH SOLE 0 0 26457 BK OF AMERICA CORP COM 060505104 253 5678 SH SOLE 40 0 5638 BECTON DICKINSON & CO COM 075887109 302 1202 SH SOLE 1202 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 312 1045 SH SOLE 1045 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 1625 62078 SH SOLE 62078 0 0 BLACKROCK MUNIYIELD FD INC COM 09253W104 329 22375 SH SOLE 0 0 22375 BOOKING HOLDINGS INC COM 09857L108 446 186 SH SOLE 186 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 701 11245 SH SOLE 10757 0 488 CVS HEALTH CORP COM 126650100 347 3366 SH SOLE 1715 0 1651 CHEVRON CORP NEW COM 166764100 212 1803 SH SOLE 379 0 1424 CISCO SYS INC COM 17275R102 578 9114 SH SOLE 7014 0 2100 CITIGROUP INC COM NEW 172967424 233 3855 SH SOLE 831 0 3024 DANAHER CORPORATION COM 235851102 1808 5496 SH SOLE 5496 0 0 DISNEY WALT CO COM 254687106 764 4932 SH SOLE 4178 0 754 DUKE ENERGY CORP NEW COM NEW 26441C204 1025 9775 SH SOLE 9701 0 74 EXELON CORP COM 30161N101 1091 18897 SH SOLE 18897 0 0 EXXON MOBIL CORP COM 30231G102 358 5853 SH SOLE 2064 0 3789 F N B CORP COM 302520101 405 33398 SH SOLE 12012 0 21386 META PLATFORMS INC CL A 30303M102 389 1156 SH SOLE 1106 0 50 FREEPORT-MCMORAN INC CL B 35671D857 731 17527 SH SOLE 17334 0 193 GABELLI EQUITY TR INC COM 362397101 230 31931 SH SOLE 31931 0 0 GENERAL MLS INC COM 370334104 346 5142 SH SOLE 5142 0 0 HOME DEPOT INC COM 437076102 1130 2724 SH SOLE 2680 0 44 ISHARES TR CORE S&P500 ETF 464287200 334 700 SH SOLE 700 0 0 ISHARES TR CORE S&P500 ETF 464287200 352 737 SH OTR 737 0 0 ISHARES TR IBOXX HI YD ETF 464288513 326 3745 SH SOLE 3745 0 0 ISHARES TR PFD AND INCM SEC 464288687 413 10470 SH SOLE 0 0 10470 JPMORGAN CHASE & CO COM 46625H100 499 3154 SH SOLE 1213 0 1941 JOHNSON & JOHNSON COM 478160104 1100 6433 SH SOLE 6346 0 87 KROGER CO COM 501044101 549 12140 SH SOLE 9140 0 3000 LILLY ELI & CO COM 532457108 1411 5109 SH SOLE 2278 0 2831 LIVE OAK BANCSHARES INC COM 53803X105 9807 112344 SH SOLE 0 0 112344 MASTERCARD INCORPORATED CL A 57636Q104 216 600 SH SOLE 410 0 190 MCDONALDS CORP COM 580135101 657 2451 SH SOLE 2251 0 200 MICROSOFT CORP COM 594918104 3122 9282 SH SOLE 9041 0 241 MICROSOFT CORP COM 594918104 213 634 SH OTR 634 0 0 NIKE INC CL B 654106103 1504 9023 SH SOLE 9023 0 0 NUCOR CORP COM 670346105 1991 17443 SH SOLE 17395 0 48 NUVEEN QUALITY MUNCP INCOME COM 67066V101 250 15504 SH SOLE 0 0 15504 NUVEEN PENNSYLVANIA QLT MUN COM 670972108 522 35006 SH SOLE 35006 0 0 PNC FINL SVCS GROUP INC COM 693475105 1676 8357 SH SOLE 8175 0 182 PAYPAL HLDGS INC COM 70450Y103 1015 5383 SH SOLE 5383 0 0 PEPSICO INC COM 713448108 743 4278 SH SOLE 4278 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 32372 221164 SH SOLE 220196 0 968 PROSHARES TR PSHS ULT S&P 500 74347R107 530 3621 SH OTR 3621 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 14407 161837 SH SOLE 161141 0 696 PROSHARES TR PSHS ULTRA QQQ 74347R206 266 2992 SH OTR 2992 0 0 PRUDENTIAL FINL INC COM 744320102 1397 12906 SH SOLE 12820 0 86 SPDR S&P 500 ETF TR TR UNIT 78462F103 895 1884 SH SOLE 1354 0 530 SPDR S&P 500 ETF TR TR UNIT 78462F103 444 934 SH OTR 934 0 0 UNITED PARCEL SERVICE INC CL B 911312106 268 1250 SH SOLE 250 0 1000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27597 63214 SH SOLE 62960 0 254 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 441 1010 SH OTR 1010 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 817 15722 SH SOLE 15374 0 348 VISA INC COM CL A 92826C839 3060 14120 SH SOLE 13769 0 351 VISA INC COM CL A 92826C839 303 1396 SH OTR 1330 0 66 WALMART INC COM 931142103 878 6065 SH SOLE 4065 0 2000 QUOTIENT LTD SHS G73268107 96 37000 SH SOLE 2000 0 35000 SPOTIFY TECHNOLOGY S A SHS L8681T102 257 1100 SH SOLE 100 0 1000 ROYAL CARIBBEAN GROUP COM V7780T103 1579 20538 SH SOLE 20481 0 57