# EDGAR Filing Document

**Accession Number:** 0001102062
**File Stem:** 0001102062-23-000003
**Filing Date:** 2023-2
**Character Count:** 8758
**Document Hash:** fcefc7964e150ccb78d0362d5c07928e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001102062-23-000003.hdr.sgml**: 20230206

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WEST CHESTER CAPITAL ADVISORS INC<br>**Address:** 216 Franklin Street<br>Johnstown, PA 15901

**Form 13F File Number:** 028-05257

**CRD Number (if applicable):** 000105846

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** West Chester Capital Advisors<br>**Title:** President  CEO<br>**Phone:** 814-533-5127

**Signature, Place, and Date of Signing:**

Steven M. Krawick  Johnstown, PA  02-03-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $50164780

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                                   | Form 13F File Number   |
|:---|:---|:---|
|  | AMERISERV TRUST  FINANCIAL SERVICES CO | 028-04419              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 EQL WGT | 46137V357 |  | 2993370 | 21192 | SH |  | SOLE |  | 21192 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 325298 | 2303 | SH |  | OTR |  | 2303 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 674587 | 15391 | SH |  | SOLE |  | 15391 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 249568 | 5694 | SH |  | OTR |  | 5694 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 343867 | 895 | SH |  | SOLE |  | 895 | 0 | 0 |
| ISHARES TR | CORE S 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 500 ETF TR | TR UNIT | 78462F103 |  | 623360 | 1630 | SH |  | SOLE |  | 1100 | 0 | 530 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 357189 | 934 | SH |  | OTR |  | 934 | 0 | 0 |
| VANGUARD INDEX FDS | S 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 |

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