• 13F History

WEST CHESTER CAPITAL ADVISORS, INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$185M
Signature - Title
Frank J. Lapinsky - PRESIDENT & CEO
Location
Johnstown, PA
Summary
This page shows a list of all the recent 13F filings made by WEST CHESTER CAPITAL ADVISORS, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEST CHESTER CAPITAL ADVISORS, INC reported 63 stock holdings with total value $185M as of Q4 2024. Top holdings included VOO, IEF, IEI, VGLT, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $185M $0 $0 VOO, IEF, IEI, VGLT, VGSH 13F-HR 2/14/2025, 02:12 PM
Q3 2023 48 $54.1M +$7.2M -$5M +$2.2M VOO, LOB, AAPL, ASRV, BRKB 13F-HR 11/9/2023, 02:17 PM
Q2 2023 48 $52.8M +$21.2M -$13.7M +$7.48M VOO, LOB, AAPL, USFR, ASRV 13F-HR 8/14/2023, 12:44 PM
Q1 2023 41 $43.5M +$3.41M -$2.92M +$494K USFR, VOO, RSP, LOB, AAPL 13F-HR 5/4/2023, 04:49 PM
Q4 2022 43 $50.2M +$5.67M -$1.86M +$3.81M USFR, COEP, LOB, RSP, VOO 13F-HR 2/6/2023, 07:51 AM
Q3 2022 47 $44.8M +$8.3M -$1.21M +$7.09M USFR, LOB, VOO, RSP, ASRV 13F-HR 10/31/2022, 10:24 AM
Q2 2022 49 $42.5M +$7.99M -$33.7M -$25.7M LOB, RSP, VOO, ASRV, AAPL 13F-HR 7/28/2022, 01:55 PM
Q1 2022 67 $137M +$21.3M -$2.29M +$19M SSO, VOO, QLD, AAPL, LOB 13F-HR 5/3/2022, 05:30 PM
Q4 2021 63 $146M +$2.6M -$2.7M -$105K SSO, VOO, QLD, LOB, AAPL 13F-HR 2/11/2022, 12:28 PM
Q3 2021 65 $130M +$31.2M -$30.1M +$1.11M SSO, VOO, QLD, LOB, AAPL 13F-HR 11/5/2021, 02:12 PM
Q2 2021 70 $128M +$24.9M -$20.9M +$3.94M SSO, RSP, LOB, AAPL, VOO 13F-HR 7/15/2021, 12:52 PM
Q1 2021 66 $117M +$41.5M -$33.2M +$8.25M RSP, SSO, LOB, VOO, AAPL 13F-HR 5/4/2021, 11:42 AM
Q4 2020 66 $102M VOO, AAPL, LOB, RSP, QQQ 13F-HR 2/3/2021, 11:56 AM
Q3 2019 64 $73.5M +$9.72M -$8.73M +$995K SSO, VOO, V, LOB, SPY 13F-HR 11/8/2019, 12:28 PM
Q2 2019 70 $76.6M +$31.1M -$1.72M +$29.3M VOO, SSO, SPY, SPLV, TIP 13F-HR 7/30/2019, 03:14 PM
Q1 2019 68 $47.9M +$9.7M -$1.53M +$8.16M VOO, BBN, V, SPY, ASRV 13F-HR 4/24/2019, 08:21 AM
Q4 2018 65 $39.5M +$4.38M -$14.3M -$9.96M BBN, ASRV, SPY, LOB, V 13F-HR 2/7/2019, 10:40 AM
Q3 2018 75 $80.1M +$7.77M -$5.37M +$2.4M SSO, IJR, VOO, AAPL, AMZN 13F-HR 10/29/2018, 03:01 PM
Q2 2018 73 $74.5M +$6.01M -$14.8M -$8.74M SSO, IJR, MDY, LOB, VOO 13F-HR 7/25/2018, 09:46 AM
Q1 2018 77 $88.4M +$4.51M -$17.1M -$12.6M SSO, BBN, EEM, VOO, MDY 13F-HR 5/4/2018, 03:50 PM
Q4 2017 71 $102M BBN, SSO, MDY, EEM, VOO 13F-HR 2/12/2018, 08:26 AM
Q1 2017 29 $76.5M +$5.01M -$14.9M -$9.84M BBN, SSO, VOO, MDY, IJR 13F-HR 5/12/2017, 02:37 PM
Q4 2016 32 $85.6M +$31.3M -$3.95M +$27.3M BBN, VOO, SSO, MDY, IJR 13F-HR 1/30/2017, 09:53 AM
Q3 2016 74 $79M +$25.5M -$8.83M +$16.7M BBN, SHY, VOO, GLD, JNJ 13F-HR 11/14/2016, 10:59 AM
Q2 2016 28 $67.2M +$7.1M -$929K +$6.17M BBN, TLT, VOO, PFF, MO 13F-HR 8/8/2016, 04:28 PM
Q1 2016 26 $58.9M +$31.6M -$8.4M +$23.2M BBN, VOO, TLT, MO, JNJ 13F-HR 5/13/2016, 01:37 PM
Q4 2015 29 $42.2M +$3.37M -$1.54M +$1.83M VOO, AAPL, TLT, JNJ, ASRV 13F-HR 2/8/2016, 03:55 PM
Q3 2015 60 $52.5M +$5.91M -$15.2M -$9.24M VOO, AAPL, TLT, SPY, ASRV 13F-HR 11/12/2015, 02:13 PM
Q2 2015 148 $85.8M +$5.97M -$5.69M +$282K VOO, AAPL, EFA, HEDJ, SPY Restatement 8/11/2015, 12:33 PM
Q1 2015 85 $86.5M +$11.4M -$11.3M +$97.5K VOO, AAPL, HEDJ, SPY, CHI 13F-HR 5/14/2015, 05:05 PM
Q4 2014 121 $103M +$48.5M -$1.39M +$47.1M VOO, SPY, AAPL, CHI, XOM 13F-HR 2/13/2015, 02:27 PM
Q3 2014 104 $57.8M +$1.87M -$5.71M -$3.85M AAPL, MO, JNJ, XOM, ASRV 13F-HR 11/14/2014, 05:14 PM
Q2 2014 116 $93.2M +$9.58M -$9.17M +$414K VOO, SPY, AAPL, CHI, VXF 13F-HR 8/15/2014, 06:56 PM
Q1 2014 129 $99.2M +$4.05M -$51.7M -$47.6M VOO, SPY, VXF, AAPL, JNJ 13F-HR 5/14/2014, 04:38 PM
Q4 2013 183 $168M VOO, SPY, XOM, AAPL, JNJ 13F-HR 2/14/2014, 02:58 PM