News + Filings Holdings
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WEST CHESTER CAPITAL ADVISORS, INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FUNDS
| VGT | Common | 3,949 | 3,949 | 1,746,089,000 | 1,746,089,000 | 3.31 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 2,995 | 2,995 | 1,106,412,000 | 1,106,412,000 | 2.09 | |
Hist
| 06/30/2023 |
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BlackRock Funds III
| CSJ | Common | 10,030 | 10,030 | 503,205,000 | 503,205,000 | 0.95 | |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 9,279 | 9,279 | 480,095,000 | 480,095,000 | 0.91 | 0.00 |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 826 | 826 | 444,701,000 | 444,701,000 | 0.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEI | STOCK | 3,609 | 3,609 | 415,973,000 | 415,973,000 | 0.79 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 6,435 | 6,435 | 371,492,000 | 371,492,000 | 0.70 | |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 2,186 | 2,186 | 340,360,000 | 340,360,000 | 0.64 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJJ | Common | 2,841 | 2,841 | 304,356,000 | 304,356,000 | 0.58 | |
Hist
| 06/30/2023 |
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PROSHARES TRUST
| QLD | ULTRA QQQ PSHS | 4,421 | 4,421 | 284,623,000 | 284,623,000 | 0.54 | |
Hist
| 06/30/2023 |
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PROSHARES TRUST
| SSO | COMMON STOCK | 4,138 | 4,138 | 240,624,000 | 240,624,000 | 0.46 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 1,431 | 1,431 | 224,924,000 | 224,924,000 | 0.43 | 0.00 |
Hist
| 06/30/2023 |
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