0001102062-22-000010.txt : 20221031 0001102062-22-000010.hdr.sgml : 20221031 20221031102415 ACCESSION NUMBER: 0001102062-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 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: 221344209 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 09-30-2022 09-30-2022 false WEST CHESTER CAPITAL ADVISORS, INC

216 Franklin Street Johnstown PA 15901

13F HOLDINGS REPORT 028-05257 N STEVEN M KRAWICK 814-533-5128 STEVEN M KRAWICK JOHNSTOWN PA 10-31-2022 1 54 45399 1 0001082834 028-04419 AMERISERV TRUST & FINANCIAL SERVICES CO INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 238 1775 SH SOLE 1775 0 0 ALTRIA GROUP INC COM 02209S103 681 16870 SH SOLE 14652 0 2218 AMAZON COM INC COM 023135106 486 4300 SH SOLE 260 0 4040 AMERISERV FINL INC COM 03074A102 2325 611927 SH SOLE 0 0 611927 APPLE INC COM 037833100 1768 12792 SH SOLE 7238 0 5554 APPLE INC COM 037833100 267 1935 SH OTR 1787 0 148 BP PLC SPONSORED ADR 055622104 798 27957 SH SOLE 0 0 27957 BECTON DICKINSON & CO COM 075887109 268 1202 SH SOLE 1202 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1538 5761 SH SOLE 5761 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 202 12302 SH SOLE 12302 0 0 BLACKROCK MUNIYIELD FD INC COM 09253W104 222 22375 SH SOLE 0 0 22375 BRISTOL-MYERS SQUIBB CO COM 110122108 778 10950 SH SOLE 10462 0 488 CHEVRON CORP NEW COM 166764100 259 1803 SH SOLE 379 0 1424 CONSTELLATION ENERGY CORP COM 21037T109 491 5898 SH SOLE 5898 0 0 DANAHER CORPORATION COM 235851102 1404 5436 SH SOLE 5436 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 986 10603 SH SOLE 10529 0 74 EXELON CORP COM 30161N101 683 18232 SH SOLE 18232 0 0 EXXON MOBIL CORP COM 30231G102 686 7857 SH SOLE 2064 0 5793 F N B CORP COM 302520101 359 30937 SH SOLE 12012 0 18925 GENERAL MLS INC COM 370334104 385 5022 SH SOLE 5022 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2613 20531 SH SOLE 20531 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 277 2178 SH OTR 2178 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 622 15899 SH SOLE 15899 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 223 5694 SH OTR 5694 0 0 ISHARES TR CORE S&P500 ETF 464287200 321 895 SH SOLE 895 0 0 ISHARES TR CORE S&P500 ETF 464287200 264 737 SH OTR 737 0 0 ISHARES TR PFD AND INCM SEC 464288687 458 14470 SH SOLE 0 0 14470 ISHARES TR US DIVID BYBCK 46435U861 577 17075 SH SOLE 17075 0 0 JPMORGAN CHASE & CO COM 46625H100 300 2868 SH SOLE 1153 0 1715 JOHNSON & JOHNSON COM 478160104 935 5726 SH SOLE 5639 0 87 KROGER CO COM 501044101 527 12040 SH SOLE 9040 0 3000 LILLY ELI & CO COM 532457108 1587 4909 SH SOLE 3814 0 1095 LIVE OAK BANCSHARES INC COM 53803X105 3438 112344 SH SOLE 0 0 112344 MCDONALDS CORP COM 580135101 578 2506 SH SOLE 2306 0 200 MICROSOFT CORP COM 594918104 644 2766 SH SOLE 2651 0 115 NIKE INC CL B 654106103 208 2497 SH SOLE 2497 0 0 NUCOR CORP COM 670346105 398 3721 SH SOLE 3721 0 0 NVIDIA CORPORATION COM 67066G104 238 1964 SH SOLE 464 0 1500 NUVEEN QUALITY MUNCP INCOME COM 67066V101 171 15504 SH SOLE 0 0 15504 NUVEEN PENNSYLVANIA QLT MUN COM 670972108 365 33281 SH SOLE 33281 0 0 OCCIDENTAL PETE CORP COM 674599105 399 6500 SH SOLE 0 0 6500 PNC FINL SVCS GROUP INC COM 693475105 228 1524 SH SOLE 1412 0 112 PEPSICO INC COM 713448108 687 4208 SH SOLE 4208 0 0 PRUDENTIAL FINL INC COM 744320102 244 2847 SH SOLE 2847 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 600 1680 SH SOLE 1150 0 530 SPDR S&P 500 ETF TR TR UNIT 78462F103 334 934 SH OTR 934 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2932 8930 SH SOLE 8930 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1189 9633 SH SOLE 9633 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 248 2008 SH OTR 2008 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 247 6506 SH SOLE 6158 0 348 VISA INC COM CL A 92826C839 558 3142 SH SOLE 2882 0 260 VISA INC COM CL A 92826C839 244 1371 SH OTR 1305 0 66 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 7915 157421 SH SOLE 157421 0 0 QUOTIENT LTD SHS G73268107 6 37000 SH SOLE 0 0 37000