0001102062-23-000003.txt : 20230206 0001102062-23-000003.hdr.sgml : 20230206 20230206085136 ACCESSION NUMBER: 0001102062-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230206 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: 23588636 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 X0202 13F-HR LIVE false false false 0001102062 XXXXXXXX 12-31-2022 12-31-2022 false WEST CHESTER CAPITAL ADVISORS, INC

216 Franklin Street Johnstown PA 15901

13F HOLDINGS REPORT 028-05257 000105846 N West Chester Capital Advisors 814-533-5127 Steven M. Krawick Johnstown PA 02-03-2023 1 50 50164780 1 0001082834 028-04419 AMERISERV TRUST & FINANCIAL SERVICES CO INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 286857 1775 SH SOLE 1775 0 0 ALTRIA GROUP INC COM 02209S103 615805 13472 SH SOLE 11254 0 2218 AMERISERV FINL INC COM 03074A102 2428222 616300 SH SOLE 0 0 616300 APPLE INC COM 037833100 1527587 11757 SH SOLE 6203 0 5554 APPLE INC COM 037833100 250375 1927 SH OTR 1779 0 148 BP PLC SPONSORED ADR 055622104 950340 27207 SH SOLE 0 0 27207 BANK AMERICA CORP COM 060505104 212961 6430 SH SOLE 40 0 6390 BECTON DICKINSON & CO COM 075887109 305668 1202 SH SOLE 1202 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1779572 5761 SH SOLE 5761 0 0 BLACKROCK MUNIYIELD FD INC COM 09253W104 232923 22375 SH SOLE 0 0 22375 BRISTOL-MYERS SQUIBB CO COM 110122108 785334 10915 SH SOLE 10427 0 488 COEPTIS THERAPEUTICS HLDGS I COM 19207A108 4384696 2863382 SH SOLE 2863382 0 0 CONSTELLATION ENERGY CORP COM 21037T109 443119 5140 SH SOLE 5140 0 0 DANAHER CORPORATION COM 235851102 1437514 5416 SH SOLE 5416 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 933295 9062 SH SOLE 8988 0 74 EXELON CORP COM 30161N101 691852 16004 SH SOLE 16004 0 0 EXXON MOBIL CORP COM 30231G102 568817 5157 SH SOLE 2064 0 3093 F N B CORP COM 302520101 365230 27987 SH SOLE 9290 0 18697 GENERAL MLS INC COM 370334104 421094 5022 SH SOLE 5022 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2993370 21192 SH SOLE 21192 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 325298 2303 SH OTR 2303 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 674587 15391 SH SOLE 15391 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 249568 5694 SH OTR 5694 0 0 ISHARES TR CORE S&P500 ETF 464287200 343867 895 SH SOLE 895 0 0 ISHARES TR CORE S&P500 ETF 464287200 283162 737 SH OTR 737 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 432124 9305 SH SOLE 9305 0 0 ISHARES TR CORE DIVID ETF 46435U861 821393 21898 SH SOLE 21898 0 0 JPMORGAN CHASE & CO COM 46625H100 383660 2861 SH SOLE 1153 0 1708 JOHNSON & JOHNSON COM 478160104 891905 5049 SH SOLE 4962 0 87 KROGER CO COM 501044101 403003 9040 SH SOLE 9040 0 0 LILLY ELI & CO COM 532457108 1787494 4886 SH SOLE 3809 0 1077 LIVE OAK BANCSHARES INC COM 53803X105 3392788 112344 SH SOLE 0 0 112344 MCDONALDS CORP COM 580135101 652500 2476 SH SOLE 2276 0 200 MICROSOFT CORP COM 594918104 528323 2203 SH SOLE 2098 0 105 NIKE INC CL B 654106103 205820 1759 SH SOLE 1759 0 0 NUCOR CORP COM 670346105 381985 2898 SH SOLE 2898 0 0 NUVEEN QUALITY MUNCP INCOME COM 67066V101 182947 15504 SH SOLE 0 0 15504 NUVEEN PENNSYLVANIA QLT MUN COM 670972108 370417 33281 SH SOLE 33281 0 0 PNC FINL SVCS GROUP INC COM 693475105 238805 1512 SH SOLE 1407 0 105 PEPSICO INC COM 713448108 758230 4197 SH SOLE 4197 0 0 PRUDENTIAL FINL INC COM 744320102 272222 2737 SH SOLE 2737 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 623360 1630 SH SOLE 1100 0 530 SPDR S&P 500 ETF TR TR UNIT 78462F103 357189 934 SH OTR 934 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3167330 9015 SH SOLE 9015 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1322846 9424 SH SOLE 9424 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 281862 2008 SH OTR 2008 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 202673 5144 SH SOLE 4796 0 348 VISA INC COM CL A 92826C839 521269 2509 SH SOLE 2249 0 260 VISA INC COM CL A 92826C839 275282 1325 SH OTR 1292 0 33 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 8218240 163482 SH SOLE 163482 0 0