Question 1

What stocks does AMERISERV WEALTH ADVISORS hold in its portfolio?

Accepted Answer

AMERISERV WEALTH ADVISORS's top stock holdings include ASRV, VOO, IEF and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AMERISERV WEALTH ADVISORS's largest stock holdings?

Accepted Answer

AMERISERV WEALTH ADVISORS's largest stock holdings as of their last filing include ASRV (valued at approximately $3.5 million), VOO (valued at approximately $84.5 million), IEF (valued at approximately $9.9 million), LLY (valued at approximately $3.3 million), AAPL (valued at approximately $2.5 million).

Question 3

When was AMERISERV WEALTH ADVISORS's last SEC filing?

Accepted Answer

AMERISERV WEALTH ADVISORS's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AMERISERV WEALTH ADVISORS recently bought or sold?

Accepted Answer

AMERISERV WEALTH ADVISORS's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AMERISERV WEALTH ADVISORS reported?

Accepted Answer

AMERISERV WEALTH ADVISORS's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AMERISERV WEALTH ADVISORS invest in?

Accepted Answer

AMERISERV WEALTH ADVISORS's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.