StockDriftsStockDriftsTop 50 AmeriServ Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 47.88% | 125.5K | $75.0M | -2.88%(-3.72K) | $473.65(+45.20%) | 2026-03-31 | |
| IEF | ISHARES TR | 9.37% | 153.9K | $14.7M | -7.56%(-12.58K) | $95.29(-1.08%) | 2026-03-31 | |
| IEI | ISHARES TR | 9.12% | 120.5K | $14.3M | -7.13%(-9.26K) | $117.61(-0.13%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.72% | 99.7K | $5.8M | -7.73%(-8.35K) | $58.59(-0.57%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.17% | 94.4K | $5.0M | -9.13%(-9.48K) | $52.10(+0.47%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2.11% | 59.8K | $3.3M | -9.54%(-6.30K) | $58.30(-6.79%) | 2026-03-31 | |
| ASRV | AMERISERV FINL INC | 2.05% | 889.1K | $3.2M | +0.04%(+381) | $2.97(+30.08%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.65% | 2.8K | $2.6M | -4.33%(-127) | $106.69(+843.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.43% | 8.8K | $2.2M | -1.49%(-133) | $68.21(+337.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.14% | 10.2K | $1.8M | -3.15%(-333) | $129.26(+82.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.41% | -25.66% |
| Top 20 Holdings Unweighted | -5.09% | -14.50% |
Sign up free to track AmeriServ Wealth Advisors, compare funds side by side, and get alerts the moment positions change.