Fund Holdings — AmeriServ Wealth Advisors

Total Portfolio Value
$156.67M
Total Bought
$1.49M
Total Sold
$17.60M
Net Transaction
-$16.11M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AMERISERV FINL INC(ASRV)888,709889,090+3812,8353,2192.05%+384
EXXON MOBIL CORP02,015+2,01503420.22%+342
BLACKROCK MUNIYILD QULT FD I(MQY)020,591+20,59102260.14%+226
CHEVRON CORPORATION(CVX)01,016+1,01602100.13%+210
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,6248,848-7764305420.35%+112
ALTRIA GROUP INC(MO)9,72910,007+2785616600.42%+99
SELECT SECTOR SPDR TR
ST STR MATER ETF
26,45925,941-5181,2001,2960.83%+96
EXELON CORP(EXC)10,78411,439+6554705610.36%+91
COSTCO WHOLESALE CORPORATION(COST)778758-206717550.48%+84
WALMART INC(WMT)8,9248,539-3859941,0610.68%+67
SPDR GOLD TR(GLD)2,0161,981-357998520.54%+53
DUKE ENERGY CORP NEW(DUK)2,4602,599+1392883400.22%+52
PHILIP MORRIS INTL INC(PM)1,4281,647+2192292720.17%+43
INTEL CORP(INTC)7,6347,022-6122823100.20%+28
PNC FINL SVCS GROUP INC(PNC)2,5882,719+1315405660.36%+26
HOME DEPOT INC(HD)595676+812052220.14%+18
NUCOR CORP(NUE)2,2972,29703753880.25%+14
ISHARES TR
CORE DIVID ETF
5,1615,16102742780.18%+4
NUVEEN PA INVT QUALITY MUN F33,28133,28103963970.25%+1
NUVEEN QUALITY MUNCP INCOME(NAD)15,50415,50401861780.11%-8
SELECT SECTOR SPDR TR
ST STR UTIL ETF
26,80824,692-2,1161,1441,1330.72%-11
F N B CORP(FNB)25,67325,218-4554394220.27%-17
MCDONALDS CORP(MCD)943853-902882650.17%-23
BANK AMERICA CORP4,7764,77602632330.15%-30
UNITED STS NAT GAS FD LP(UNG)60,00060,00007367040.45%-32
ISHARES TR8,6858,364-3217006650.42%-35
JPMORGAN CHASE & CO(JPM)1,2631,26304073720.24%-35
ABBVIE INC(ABBV)1,043928-1152382020.13%-36
ISHARES TR1,1541,15407907540.48%-37
META PLATFORMS INC(META)435394-412872250.14%-62
ALPHABET INC(GOOG)1,6111,534-775044410.28%-63
ALPHABET INC(GOOG)1,4561,356-1004573890.25%-68
PALANTIR TECHNOLOGIES INC(PLTR)1,6331,487-1462902180.14%-73
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,4634,753-7108477690.49%-79
AMAZON COM INC(AMZN)2,6702,547-1236165300.34%-86
ISHARES TR8,2527,239-1,0137947040.45%-91
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,7252,218-5074223250.21%-97
VISA INC(V)1,9391,871-686805650.36%-115
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,9287,379-1,5494893640.23%-125
BOEING CO(BA)2,8072,417-3906094810.31%-128
ISHARES TR6,9776,388-5891,7171,5841.01%-133
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,9144,744-1,1706965260.34%-170
CONSTELLATION ENERGY CORP(CEG)1,5051,257-2485323510.22%-181
NVIDIA CORPORATION(NVDA)10,56310,230-3331,9701,7841.14%-186
APPLE INC(AAPL)8,9528,819-1332,4342,2381.43%-196
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,5718,800-7711,3781,1700.75%-208
ISHARES TR31,36127,594-3,7671,6901,4690.94%-221
BLACKROCK MUNIYIELD FD INC22,3750-22,3752350—-235
MICROSOFT CORP(MSFT)2,3762,297-791,1498500.54%-299
INVESCO QQQ TR2,6772,327-3501,6451,3430.86%-301
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
66,09059,785-6,3053,6883,3092.11%-378
VANGUARD ADMIRAL FDS INC2,5411,667-8741,1306800.43%-450
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
46,83428,183-18,6511,3148500.54%-464
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
108,02899,678-8,3506,3445,8353.72%-509
STATE STR SPDR S&P 500 ETF T(SPY)1,7991,093-7061,2277110.45%-516
ISHARES TR103,88494,402-9,4825,4934,9623.17%-532
ELI LILLY & CO(LLY)2,9312,804-1273,1502,5791.65%-571
PROSHARES TR
PSHS ULT S&P 500
16,3730-16,3739480—-948
PROSHARES TR
PSHS ULTRA QQQ
14,0750-14,0759910—-991
ISHARES TR129,713120,458-9,25515,48114,2869.12%-1,195
ISHARES TR166,429153,851-12,57816,00414,6849.37%-1,320
VANGUARD INDEX FDS129,262125,540-3,72281,06475,01647.88%-6,048
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AmeriServ Wealth Advisors — 13F Holdings — Q1 2026 | TickerTrail