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 13F-HR LIVE false false false 0001102062 XXXXXXXX 06-30-2022 06-30-2022 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 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