CIK 1102062
AmeriServ Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
59
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 59
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 127K | $1M+ | SH |
| IEI | ISHARES TR | 129K | $1M+ | SH |
| IGSB | ISHARES TR | 104K | $1M+ | SH |
| ASRV | AMERISERV FINL INC | 889K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| SSO | PROSHARES TR | 14K | $500K+ | SH |
| UNG | UNITED STS NAT GAS FD LP | 60K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 720 | $500K+ | SH |
| BA | BOEING CO | 2K | $500K+ | SH |
| IVV | ISHARES TR | 700 | $100K–$500K | SH |
| EXC | EXELON CORP | 11K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| AAPL | APPLE INC | 2K | $100K–$500K | SH |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | 33K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| DIVB | ISHARES TR | 5K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 754 | $100K–$500K | SH |
| V | VISA INC | 671 | $100K–$500K | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 22K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 581 | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 16K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 520 | $100K–$500K | SH |
| META | META PLATFORMS INC | 240 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 662 | $100K–$500K | SH |
| QLD | PROSHARES TR | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 593 | $100K–$500K | SH |
| IEF | ISHARES TR | 1K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 492 | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 172 | $50K–$100K | SH |
| LLY | ELI LILLY & CO | 70 | $50K–$100K | SH |
| WMT | WALMART INC | 651 | $50K–$100K | SH |
| GLD | SPDR GOLD TR | 175 | $50K–$100K | SH |
| IWR | ISHARES TR | 688 | $50K–$100K | SH |
| XLI | SELECT SECTOR SPDR TR | 378 | $50K–$100K | SH |
| HD | HOME DEPOT INC | 169 | $50K–$100K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 842 | $15K–$50K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 377 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 362 | $15K–$50K | SH |