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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KROGER CO
| KR | Common | 4,428 | -7,612 | 208,116,000 | 207,589,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,544 | -10,097 | 219,402,000 | 217,965,000 | 0.42 | |
Hist
| 06/30/2023 |
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PRUDENTIAL FINANCIAL INC
| PRU | Common | 2,482 | -365 | 218,962,000 | 218,718,000 | 0.41 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| DIVB | Common | 5,982 | -11,093 | 228,814,000 | 228,237,000 | 0.43 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPHD | Common | 5,547 | -16,046 | 229,368,000 | 228,523,000 | 0.43 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,457 | -5,400 | 263,513,000 | 262,827,000 | 0.50 | 0.00 |
Hist
| 06/30/2023 |
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FNB CORP/PA/
| FNB | STOCK | 24,846 | -6,091 | 284,238,000 | 283,879,000 | 0.54 | |
Hist
| 06/30/2023 |
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Duke Energy CORP
| DUK | COM | 4,582 | -6,021 | 411,188,000 | 410,202,000 | 0.78 | 0.00 |
Hist
| 06/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 6,475 | -4,475 | 414,076,000 | 413,298,000 | 0.78 | |
Hist
| 06/30/2023 |
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NUCOR CORP
| NUE | Common | 2,796 | -925 | 458,488,000 | 458,090,000 | 0.87 | 0.00 |
Hist
| 06/30/2023 |
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ALTRIA GROUP, INC.
| MO | Common | 10,902 | -5,968 | 493,860,000 | 493,179,000 | 0.94 | 0.00 |
Hist
| 06/30/2023 |
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EXELON CORP
| EXC | Common | 12,368 | -5,864 | 503,872,000 | 503,189,000 | 0.95 | 0.00 |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 3,081 | -1,127 | 570,662,000 | 569,975,000 | 1.08 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 2,376 | -130 | 709,022,000 | 708,444,000 | 1.34 | 0.00 |
Hist
| 06/30/2023 |
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DANAHER CORP /DE/
| DHR | Common | 3,025 | -2,411 | 726,000,000 | 724,596,000 | 1.37 | 0.00 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 2,369 | -397 | 806,739,000 | 806,095,000 | 1.53 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 3,776 | -737 | 896,724,000 | 895,922,000 | 1.70 | |
Hist
| 06/30/2023 |
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BP PLC
| BP | SPONSORED ADR | 26,457 | -1,500 | 933,667,000 | 932,869,000 | 1.77 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 6,911 | -15,798 | 1,034,162,000 | 1,031,272,000 | 1.96 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 2,392 | -222 | 1,060,325,000 | 1,059,391,000 | 2.01 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 3,004 | -1,905 | 1,408,815,000 | 1,407,228,000 | 2.67 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 5,261 | -500 | 1,794,001,000 | 1,792,463,000 | 3.40 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 13,234 | -1,493 | 2,566,998,000 | 2,564,963,000 | 4.86 | |
Hist
| 06/30/2023 |
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