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CIK: 0001102062
Total reported value
$150.2M
$150.2M
61 檔
73.7%
As reported in its official Q1 2025 Form 13F filing, AmeriServ Wealth Advisors's tracked investment portfolio stood at $150.2M with 61 total positions.
In Q1 2025, AmeriServ Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.86% | +8.37% | +0.50% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 12.33% | -2.76% | -3.51% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 11.19% | -2.70% | -3.36% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 7.58% | -0.77% | -18.25% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.05% | -1.19% | -7.01% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.70% | -1.04% | -1.47% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.64% | -0.13% | +1.40% | |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.15% | +0.02% | -18.80% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.23% | -23.93% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.55% | -2.07% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.48% | -0.07% | — | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.47% | -0.38% | -2.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.27% | -16.97% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.36% | +0.01% | +469.27% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.29% | -0.12% | — | |
| 16 | ASRV | Ameriserv Financial Inc | Stock-Other | 1.27% | +0.25% | +12.54% | |
| 17 | XLB | Ss Materials Select Sector | ETF-Other | 1.27% | -0.12% | — | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.21% | -0.04% | — | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.07% | -0.04% | +119.43% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.09% | -3.37% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.03% | +153.32% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.07% | -5.74% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.65% | — | -2.82% | |
| 24 | QLD | Proshares Ultra Qqq | ETF-Other | 0.60% | — | -3.72% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.01% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.07% | -30.38% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.34% | -4.51% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.45% | -0.02% | — | |
| 29 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.44% | -0.01% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.04% | -27.74% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | — | -47.21% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.10% | — | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.33% | -0.05% | -2.30% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.33% | +0.02% | -0.51% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.06% | -3.83% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.29% | +0.02% | -0.66% | |
| 37 | EXC | Exelon CORP | Stock-Utilities | 0.29% | -0.08% | -2.21% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | — | -10.21% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.02% | -0.96% | |
| 40 | FNB | Fnb CORP | Stock-Financials | 0.24% | — | -2.84% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | +0.03% | -25.21% | |
| 42 | XNQPX | Nuveen Pa Qlty Muni Inc | Stock-Other | 0.22% | -0.25% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.14% | EXIT | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.20% | -0.06% | -6.57% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.20% | — | -16.19% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | — | — | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.18% | — | -0.62% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.17% | -0.02% | -1.80% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | -26.59% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.16% | — | -4.59% |
According to official SEC Form 13F filings, AmeriServ Wealth Advisors reported a total U.S. public equity portfolio value of $150.2M across 61 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IEF, IEI) accounted for 73.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $49.9M
During Q1 2025, AmeriServ Wealth Advisors's top holdings by market value included VOO (28.9%)、IEF (12.3%)、IEI (11.2%). The largest single position, VOO, represented 28.9% of total portfolio value.
In Q1 2025, AmeriServ Wealth Advisors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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