Ameriserv-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "GOOGL", null, "DUK", "NAD", null, "ASRV", "HD", "MCD", "ISRG", "META", null, "NQP", "MSFT", "EXC", null, null, "PEP", "PNC", "VGSH", "IVV", null, null, "AAPL", "SPY", "NVDA", "INTC", "PG", null, null, "SHW", null, null, "MYD", null, "XLB", "IEF", null, null, "IWR", "AMZN", "FNB", "VGT", "VOOG", "VGLT", "VOO", "V", "WMT", "NUE", "BAC", "BA", "COST", "DHR", "GOOG", "XOM", "LLY", "NFLX", "PM", "MO", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 112
- Total Value
- 172947808
- Accession Number
- 0001172661-25-001826
- Form Type
- 13F-HR
- Manager Name
- Ameriserv-Wealth-Advisors
Data Enrichment
75% identified84 identified28 unidentified
Holdings
112 positions • $172.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $178.6K | 0.1% ($178.6K/$172.9M) | YoY- |