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
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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
PRESIDENT & CEO
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