WEST CHESTER CAPITAL ADVISORS, INC Diversified Active

CIK: 0001102062 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 12, 2013

Total Value ($000): $155,402 (100.0% shares, 0.0% debt)

Holdings (172)

VANGUARD INDEX FDS 10.4%
Value ($000) $16,143 Shares 220,105 Est. Cost $73.34 Unrealized
PFF ISHARES TR 3.7%
Value ($000) $5,702 Shares 145,173 Est. Cost $39.28 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $5,668 Shares 35,332 Est. Cost $160.42 Unrealized
XOM EXXON MOBIL CORP 2.7%
Value ($000) $4,148 Shares 45,909 Est. Cost $53.69 Unrealized 0.0%
AAPL APPLE INC 2.2%
Value ($000) $3,342 Shares 8,427 Est. Cost $13.16 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $2,945 Shares 34,295 Est. Cost $59.66 Unrealized 0.0%
MSFT MICROSOFT CORP 1.7%
Value ($000) $2,645 Shares 76,577 Est. Cost $26.70 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.5%
Value ($000) $2,310 Shares 26,669 Est. Cost $49.85 Unrealized 0.0%
MO ALTRIA GROUP INC 1.5%
Value ($000) $2,302 Shares 65,812 Est. Cost $16.28 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 1.4%
Value ($000) $2,175 Shares 29,708 Est. Cost $47.69 Unrealized 0.0%
PG PROCTER & GAMBLE CO 1.3%
Value ($000) $2,048 Shares 26,595 Est. Cost $55.00 Unrealized 0.0%
SEIC SEI INVESTMENTS CO 1.3%
Value ($000) $1,984 Shares 69,796 Est. Cost $24.76 Unrealized 0.0%
NYSE EURONEXT 1.3%
Value ($000) $1,956 Shares 47,250 Est. Cost $41.40 Unrealized
DXJ WISDOMTREE TRUST 1.2%
Value ($000) $1,920 Shares 42,088 Est. Cost $45.62 Unrealized
MGC VANGUARD WORLD FD 1.2%
Value ($000) $1,878 Shares 34,363 Est. Cost $54.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $1,873 Shares 16,739 Est. Cost $110.02 Unrealized 0.0%
VXF VANGUARD INDEX FDS 1.2%
Value ($000) $1,836 Shares 26,289 Est. Cost $69.84 Unrealized
FISV FISERV INC 1.2%
Value ($000) $1,809 Shares 20,700 Est. Cost $21.93 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 1.1%
Value ($000) $1,771 Shares 39,642 Est. Cost $28.67 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $1,640 Shares 32,589 Est. Cost $27.04 Unrealized 0.0%
CAT CATERPILLAR INC DEL 1.0%
Value ($000) $1,631 Shares 19,775 Est. Cost $61.55 Unrealized 0.0%
GENERAL ELECTRIC CO 1.0%
Value ($000) $1,625 Shares 70,073 Est. Cost $23.19 Unrealized
V VISA INC 1.0%
Value ($000) $1,611 Shares 8,816 Est. Cost $40.02 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $1,603 Shares 10,600 Est. Cost $120.06 Unrealized 0.0%
PEP PEPSICO INC 1.0%
Value ($000) $1,555 Shares 19,002 Est. Cost $56.00 Unrealized 0.0%
BEN FRANKLIN RES INC 1.0%
Value ($000) $1,537 Shares 11,300 Est. Cost $30.23 Unrealized 0.0%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,386 Shares 17,473 Est. Cost $53.13 Unrealized 0.0%
BA BOEING CO 0.9%
Value ($000) $1,378 Shares 13,450 Est. Cost $80.37 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,349 Shares 25,550 Est. Cost $36.24 Unrealized 0.0%
FOOT LOCKER INC 0.9%
Value ($000) $1,345 Shares 38,280 Est. Cost $35.14 Unrealized
INGERSOLL-RAND PLC 0.8%
Value ($000) $1,319 Shares 23,750 Est. Cost $55.54 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $1,318 Shares 54,391 Est. Cost $17.18 Unrealized 0.0%
INDEXIQ ETF TR 0.8%
Value ($000) $1,278 Shares 49,650 Est. Cost $25.74 Unrealized
MARKET VECTORS ETF TR 0.8%
Value ($000) $1,277 Shares 44,150 Est. Cost $28.92 Unrealized
GII SPDR INDEX SHS FDS 0.8%
Value ($000) $1,269 Shares 31,200 Est. Cost $40.67 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $1,174 Shares 11,863 Est. Cost $71.80 Unrealized 0.0%
BAX BAXTER INTL INC 0.7%
Value ($000) $1,152 Shares 16,625 Est. Cost $30.42 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,145 Shares 12,325 Est. Cost $92.90 Unrealized
ASRV AMERISERV FINL INC 0.7%
Value ($000) $1,121 Shares 409,081 Est. Cost $2.19 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,095 Shares 15,275 Est. Cost $52.90 Unrealized 0.0%
DGS WISDOMTREE TRUST 0.7%
Value ($000) $1,092 Shares 23,729 Est. Cost $46.02 Unrealized
IXN ISHARES TR 0.7%
Value ($000) $1,089 Shares 15,595 Est. Cost $69.83 Unrealized
ISHARES INC 0.7%
Value ($000) $1,065 Shares 68,500 Est. Cost $15.55 Unrealized
XLE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,055 Shares 13,470 Est. Cost $78.32 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,048 Shares 8,855 Est. Cost $71.30 Unrealized 0.0%
HYG ISHARES TR 0.6%
Value ($000) $1,008 Shares 11,093 Est. Cost $90.87 Unrealized
ALPS ETF TR 0.6%
Value ($000) $962 Shares 53,857 Est. Cost $17.86 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $940 Shares 38,625 Est. Cost $15.24 Unrealized 0.0%
T AT&T INC 0.6%
Value ($000) $925 Shares 26,110 Est. Cost $11.40 Unrealized 0.0%
EEM ISHARES TR 0.6%
Value ($000) $916 Shares 23,785 Est. Cost $38.51 Unrealized
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $872 Shares 16,594 Est. Cost $52.55 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $871 Shares 12,650 Est. Cost $45.09 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $859 Shares 18,491 Est. Cost $30.02 Unrealized 0.0%
PPG PPG INDS INC 0.5%
Value ($000) $832 Shares 5,681 Est. Cost $59.61 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $822 Shares 14,350 Est. Cost $44.38 Unrealized 0.0%
BAC BANK OF AMERICA CORPORATION 0.5%
Value ($000) $816 Shares 63,458 Est. Cost $10.03 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.5%
Value ($000) $781 Shares 15,631 Est. Cost $49.96 Unrealized
DHR DANAHER CORP DEL 0.5%
Value ($000) $751 Shares 11,874 Est. Cost $25.01 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $749 Shares 2,699 Est. Cost $13.32 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $747 Shares 9,659 Est. Cost $56.98 Unrealized 0.0%
ETN EATON CORP PLC 0.5%
Value ($000) $732 Shares 11,137 Est. Cost $46.59 Unrealized 0.0%
MMM 3M CO 0.5%
Value ($000) $726 Shares 6,640 Est. Cost $61.26 Unrealized 0.0%
SO SOUTHERN CO 0.5%
Value ($000) $724 Shares 16,397 Est. Cost $26.74 Unrealized 0.0%
SPDR INDEX SHS FDS 0.5%
Value ($000) $719 Shares 11,570 Est. Cost $62.14 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $717 Shares 14,597 Est. Cost $42.21 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $715 Shares 25,053 Est. Cost $23.16 Unrealized 0.0%
RWX SPDR INDEX SHS FDS 0.5%
Value ($000) $706 Shares 17,700 Est. Cost $39.89 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.4%
Value ($000) $692 Shares 25,050 Est. Cost $24.45 Unrealized 0.0%
ILF ISHARES TR 0.4%
Value ($000) $674 Shares 18,325 Est. Cost $36.78 Unrealized
BUNGE LIMITED 0.4%
Value ($000) $658 Shares 9,300 Est. Cost $70.75 Unrealized
CSX CSX CORP 0.4%
Value ($000) $641 Shares 27,657 Est. Cost $6.66 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $625 Shares 9,040 Est. Cost $49.85 Unrealized 0.0%
MARKET VECTORS ETF TR 0.4%
Value ($000) $617 Shares 12,050 Est. Cost $51.20 Unrealized
RL RALPH LAUREN CORP 0.4%
Value ($000) $617 Shares 3,549 Est. Cost $138.80 Unrealized 0.0%
MS MORGAN STANLEY 0.4%
Value ($000) $616 Shares 25,210 Est. Cost $17.33 Unrealized 0.0%
EGA EMERGING GLOBAL SHS TR 0.4%
Value ($000) $603 Shares 23,360 Est. Cost $25.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $598 Shares 15,410 Est. Cost $38.81 Unrealized
GABELLI EQUITY TR INC 0.4%
Value ($000) $582 Shares 87,315 Est. Cost $6.67 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $559 Shares 13,931 Est. Cost $27.85 Unrealized 0.0%
ABBV ABBVIE INC 0.4%
Value ($000) $556 Shares 13,450 Est. Cost $26.55 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $554 Shares 6,051 Est. Cost $61.55 Unrealized 0.0%
WMT WAL-MART STORES INC 0.4%
Value ($000) $548 Shares 7,367 Est. Cost $19.98 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $541 Shares 6,983 Est. Cost $56.05 Unrealized 0.0%
EFA ISHARES TR 0.3%
Value ($000) $531 Shares 9,259 Est. Cost $57.35 Unrealized
VMC VULCAN MATLS CO 0.3%
Value ($000) $530 Shares 10,950 Est. Cost $46.69 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $527 Shares 18,822 Est. Cost $16.46 Unrealized 0.0%
FXI ISHARES TR 0.3%
Value ($000) $513 Shares 15,780 Est. Cost $32.51 Unrealized
LAND GLADSTONE LD CORP 0.3%
Value ($000) $510 Shares 30,100 Est. Cost $16.94 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $504 Shares 5,300 Est. Cost $95.09 Unrealized
IEP ICAHN ENTERPRISES LP 0.3%
Value ($000) $504 Shares 6,930 Est. Cost $72.73 Unrealized
BAKER HUGHES INC 0.3%
Value ($000) $501 Shares 10,850 Est. Cost $46.18 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $484 Shares 3,730 Est. Cost $129.76 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $478 Shares 6,900 Est. Cost $38.97 Unrealized 0.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $474 Shares 5,693 Est. Cost $60.00 Unrealized 0.0%
HAL HALLIBURTON CO 0.3%
Value ($000) $473 Shares 11,325 Est. Cost $33.21 Unrealized 0.0%
TEX TEREX CORP NEW 0.3%
Value ($000) $471 Shares 17,900 Est. Cost $30.88 Unrealized 0.0%
EGA EMERGING GLOBAL SHS TR 0.3%
Value ($000) $454 Shares 26,180 Est. Cost $17.34 Unrealized
PIONEER NAT RES CO 0.3%
Value ($000) $443 Shares 3,059 Est. Cost $144.82 Unrealized
HYS PIMCO ETF TR 0.3%
Value ($000) $441 Shares 4,300 Est. Cost $102.56 Unrealized
KMT KENNAMETAL INC 0.3%
Value ($000) $433 Shares 11,139 Est. Cost $28.75 Unrealized 0.0%
XEROX CORP 0.3%
Value ($000) $423 Shares 46,666 Est. Cost $9.06 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $420 Shares 4,700 Est. Cost $65.69 Unrealized 0.0%
BARD C R INC 0.3%
Value ($000) $420 Shares 3,871 Est. Cost $108.50 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.3%
Value ($000) $419 Shares 22,300 Est. Cost $18.79 Unrealized
SPDR INDEX SHS FDS 0.3%
Value ($000) $417 Shares 11,300 Est. Cost $36.90 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $417 Shares 4,450 Est. Cost $93.71 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $416 Shares 822 Est. Cost $55.09 Unrealized 0.0%
IWM ISHARES TR 0.3%
Value ($000) $416 Shares 4,290 Est. Cost $96.97 Unrealized
GULFMARK OFFSHORE INC 0.3%
Value ($000) $415 Shares 9,200 Est. Cost $45.11 Unrealized
EPP ISHARES INC 0.3%
Value ($000) $408 Shares 9,475 Est. Cost $43.06 Unrealized
GIS GENERAL MLS INC 0.3%
Value ($000) $406 Shares 8,363 Est. Cost $31.98 Unrealized 0.0%
SPDR SERIES TRUST 0.3%
Value ($000) $405 Shares 10,267 Est. Cost $39.45 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $401 Shares 7,827 Est. Cost $36.21 Unrealized 0.0%
SUNOCO LOGISTICS PRTNRS L P 0.3%
Value ($000) $395 Shares 6,171 Est. Cost $64.01 Unrealized
FNB FNB CORP PA 0.3%
Value ($000) $392 Shares 32,441 Est. Cost $7.09 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $389 Shares 5,752 Est. Cost $41.83 Unrealized 0.0%
LEGG MASON INC 0.2%
Value ($000) $388 Shares 12,500 Est. Cost $31.04 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $378 Shares 2,175 Est. Cost $173.79 Unrealized
NUANCE COMMUNICATIONS INC 0.2%
Value ($000) $367 Shares 19,916 Est. Cost $18.43 Unrealized
AMERICA MOVIL SAB DE CV 0.2%
Value ($000) $361 Shares 16,608 Est. Cost $21.74 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $361 Shares 6,230 Est. Cost $57.95 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.2%
Value ($000) $360 Shares 6,604 Est. Cost $54.51 Unrealized
KINDER MORGAN ENERGY PARTNER 0.2%
Value ($000) $357 Shares 4,182 Est. Cost $85.37 Unrealized
BKF ISHARES INC 0.2%
Value ($000) $347 Shares 10,200 Est. Cost $34.02 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $338 Shares 8,197 Est. Cost $27.36 Unrealized 0.0%
DDD 3-D SYS CORP DEL 0.2%
Value ($000) $338 Shares 7,701 Est. Cost $41.34 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $337 Shares 2 Est. Cost $165023.42 Unrealized 0.0%
FMS FRESENIUS MED CARE AG&CO KGA 0.2%
Value ($000) $331 Shares 9,376 Est. Cost $35.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $325 Shares 1,700 Est. Cost $118.94 Unrealized 0.0%
KRAFT FOODS GROUP INC 0.2%
Value ($000) $325 Shares 5,815 Est. Cost $55.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $322 Shares 4,920 Est. Cost $50.75 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $311 Shares 5,570 Est. Cost $55.83 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $304 Shares 4,893 Est. Cost $62.13 Unrealized
SPECTRA ENERGY PARTNERS LP 0.2%
Value ($000) $302 Shares 6,571 Est. Cost $45.96 Unrealized
ICF ISHARES TR 0.2%
Value ($000) $301 Shares 3,730 Est. Cost $80.70 Unrealized
NSP INSPERITY INC 0.2%
Value ($000) $297 Shares 9,800 Est. Cost $10.26 Unrealized 0.0%
ANNALY CAP MGMT INC 0.2%
Value ($000) $281 Shares 22,385 Est. Cost $12.55 Unrealized
ENBRIDGE ENERGY PARTNERS L P 0.2%
Value ($000) $274 Shares 8,998 Est. Cost $30.45 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $262 Shares 2,800 Est. Cost $93.57 Unrealized
POWERSHARES QQQ TRUST 0.2%
Value ($000) $257 Shares 3,605 Est. Cost $71.29 Unrealized
TARGA RESOURCES PARTNERS LP 0.2%
Value ($000) $257 Shares 5,090 Est. Cost $50.49 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $257 Shares 3,527 Est. Cost $47.34 Unrealized 0.0%
UNILEVER N V 0.2%
Value ($000) $256 Shares 6,508 Est. Cost $39.34 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $247 Shares 2,550 Est. Cost $96.86 Unrealized
WISDOMTREE TR 0.2%
Value ($000) $245 Shares 14,175 Est. Cost $17.28 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $244 Shares 3,825 Est. Cost $63.79 Unrealized
CVS CVS CAREMARK CORPORATION 0.2%
Value ($000) $240 Shares 4,200 Est. Cost $41.44 Unrealized 0.0%
NEW YORK MTG TR INC 0.2%
Value ($000) $239 Shares 35,279 Est. Cost $6.77 Unrealized
ARCC ARES CAP CORP 0.2%
Value ($000) $236 Shares 13,737 Est. Cost $5.23 Unrealized 0.0%
DCP MIDSTREAM PARTNERS LP 0.2%
Value ($000) $236 Shares 4,357 Est. Cost $54.17 Unrealized
PVR PARTNERS L P 0.2%
Value ($000) $234 Shares 8,583 Est. Cost $27.26 Unrealized
ETFS WHITE METALS BASKET TR 0.1%
Value ($000) $233 Shares 6,200 Est. Cost $37.58 Unrealized
GOOGLE INC 0.1%
Value ($000) $230 Shares 262 Est. Cost $877.86 Unrealized
PRICELINE COM INC 0.1%
Value ($000) $230 Shares 278 Est. Cost $827.34 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.1%
Value ($000) $228 Shares 7,450 Est. Cost $31.18 Unrealized 0.0%
ETFS PRECIOUS METALS BASKET 0.1%
Value ($000) $220 Shares 3,300 Est. Cost $66.67 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $219 Shares 3,550 Est. Cost $61.69 Unrealized
ARTNA ARTESIAN RESOURCES CORP 0.1%
Value ($000) $216 Shares 9,699 Est. Cost $15.10 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $213 Shares 2,189 Est. Cost $63.06 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $203 Shares 2,025 Est. Cost $100.25 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $201 Shares 10,600 Est. Cost $18.96 Unrealized
NATIONAL PENN BANCSHARES INC 0.1%
Value ($000) $196 Shares 19,299 Est. Cost $10.16 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $185 Shares 10,258 Est. Cost $11.47 Unrealized 0.0%
GABELLI UTIL TR 0.1%
Value ($000) $180 Shares 27,894 Est. Cost $6.45 Unrealized
SCI SERVICE CORP INTL 0.1%
Value ($000) $180 Shares 10,000 Est. Cost $17.02 Unrealized 0.0%
TEMPLETON EMERG MKTS INCOME 0.1%
Value ($000) $179 Shares 12,000 Est. Cost $14.92 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $164 Shares 13,700 Est. Cost $11.97 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $161 Shares 10,820 Est. Cost $12.22 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $150 Shares 19,075 Est. Cost $4.66 Unrealized 0.0%
CBRE CLARION GLOBAL REAL EST 0.1%
Value ($000) $138 Shares 15,300 Est. Cost $9.02 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.1%
Value ($000) $78 Shares 10,540 Est. Cost $4.74 Unrealized 0.0%
ZYNGA INC 0.0%
Value ($000) $70 Shares 25,200 Est. Cost $2.78 Unrealized