0001102062-22-000008.txt : 20220728
0001102062-22-000008.hdr.sgml : 20220728
20220728135528
ACCESSION NUMBER: 0001102062-22-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220728
DATE AS OF CHANGE: 20220728
EFFECTIVENESS DATE: 20220728
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: 221114294
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
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0001102062
XXXXXXXX
06-30-2022
06-30-2022
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WEST CHESTER CAPITAL ADVISORS, INC
216 Franklin Street
Johnstown
PA
15901
13F HOLDINGS REPORT
028-05257
N
STEVEN M. KRAWICK
PRESIDENT & CEO
814-533-5127
STEVEN M. KRAWICK
JOHNSTOWN
PA
07-28-2022
1
56
42466
1
0001082834
028-04419
AMERISERV TRUST & FINANCIAL SERVICES CO
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
302
1975
SH
SOLE
1975
0
0
ALTRIA GROUP INC
COM
02209S103
709
16970
SH
SOLE
14752
0
2218
AMAZON COM INC
COM
023135106
457
4300
SH
SOLE
260
0
4040
AMERISERV FINL INC
COM
03074A102
2400
609258
SH
SOLE
0
0
609258
APPLE INC
COM
037833100
1749
12795
SH
SOLE
7241
0
5554
APPLE INC
COM
037833100
265
1939
SH
OTR
1791
0
148
BP PLC
SPONSORED ADR
055622104
793
27957
SH
SOLE
0
0
27957
BK OF AMERICA CORP
COM
060505104
200
6430
SH
SOLE
40
0
6390
BECTON DICKINSON & CO
COM
075887109
296
1202
SH
SOLE
1202
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1577
5776
SH
SOLE
5776
0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
303
15840
SH
SOLE
15840
0
0
BLACKROCK MUNIYIELD FD INC
COM
09253W104
249
22375
SH
SOLE
0
0
22375
BRISTOL-MYERS SQUIBB CO
COM
110122108
845
10976
SH
SOLE
10488
0
488
CHEVRON CORP NEW
COM
166764100
261
1803
SH
SOLE
379
0
1424
CONSTELLATION ENERGY CORP
COM
21037T109
338
5899
SH
SOLE
5899
0
0
DANAHER CORPORATION
COM
235851102
1386
5466
SH
SOLE
5466
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1139
10628
SH
SOLE
10554
0
74
EXELON CORP
COM
30161N101
827
18253
SH
SOLE
18253
0
0
EXXON MOBIL CORP
COM
30231G102
673
7857
SH
SOLE
2064
0
5793
F N B CORP
COM
302520101
346
31864
SH
SOLE
12012
0
19852
GENERAL MLS INC
COM
370334104
379
5022
SH
SOLE
5022
0
0
HOME DEPOT INC
COM
437076102
702
2561
SH
SOLE
2517
0
44
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
3109
23165
SH
SOLE
23165
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
298
2218
SH
OTR
2218
0
0
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
1027
23270
SH
SOLE
23270
0
0
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
251
5694
SH
OTR
5694
0
0
ISHARES TR
CORE S&P500 ETF
464287200
339
895
SH
SOLE
895
0
0
ISHARES TR
CORE S&P500 ETF
464287200
279
737
SH
OTR
737
0
0
ISHARES TR
PFD AND INCM SEC
464288687
344
10470
SH
SOLE
0
0
10470
JPMORGAN CHASE & CO
COM
46625H100
326
2894
SH
SOLE
1153
0
1741
JOHNSON & JOHNSON
COM
478160104
1039
5856
SH
SOLE
5769
0
87
KROGER CO
COM
501044101
570
12040
SH
SOLE
9040
0
3000
LILLY ELI & CO
COM
532457108
1600
4936
SH
SOLE
2210
0
2726
LIVE OAK BANCSHARES INC
COM
53803X105
3807
112344
SH
SOLE
0
0
112344
MCDONALDS CORP
COM
580135101
619
2506
SH
SOLE
2306
0
200
MICROSOFT CORP
COM
594918104
719
2798
SH
SOLE
2651
0
147
NIKE INC
CL B
654106103
255
2498
SH
SOLE
2498
0
0
NUCOR CORP
COM
670346105
389
3722
SH
SOLE
3722
0
0
NVIDIA CORPORATION
COM
67066G104
298
1964
SH
SOLE
464
0
1500
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
193
15504
SH
SOLE
0
0
15504
NUVEEN PENNSYLVANIA QLT MUN
COM
670972108
406
33281
SH
SOLE
33281
0
0
OCCIDENTAL PETE CORP
COM
674599105
383
6500
SH
SOLE
0
0
6500
PNC FINL SVCS GROUP INC
COM
693475105
244
1549
SH
SOLE
1412
0
137
PEPSICO INC
COM
713448108
701
4208
SH
SOLE
4208
0
0
PRUDENTIAL FINL INC
COM
744320102
272
2847
SH
SOLE
2847
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
634
1680
SH
SOLE
1150
0
530
SPDR S&P 500 ETF TR
TR UNIT
78462F103
352
934
SH
OTR
934
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1515
8993
SH
SOLE
8908
0
85
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2850
8215
SH
SOLE
8215
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
1709
12957
SH
SOLE
12957
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
270
2048
SH
OTR
2048
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
318
6274
SH
SOLE
5926
0
348
VISA INC
COM CL A
92826C839
619
3143
SH
SOLE
2883
0
260
VISA INC
COM CL A
92826C839
270
1371
SH
OTR
1305
0
66
WALMART INC
COM
931142103
256
2108
SH
SOLE
108
0
2000
QUOTIENT LTD
SHS
G73268107
9
37000
SH
SOLE
0
0
37000