Fund HoldingsPEOPLES FINANCIAL SERVICES CORP.

Total Portfolio Value
$230.37M
Total Bought
$1.57M
Total Sold
$23.18M
Net Transaction
-$21.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
LILLY ELI & CO COM(LLY)17,03416,285-7499,92912,6695.50%+2,740
AMAZON COM INC COM(AMZN)39,51937,810-1,7096,0046,8202.96%+816
BROADCOM INC NPV(AVGO)4,4804,360-1205,0015,7792.51%+778
ABBVIE INC(ABBV)26,48125,425-1,0564,1044,6302.01%+526
MERCK & CO INC NEW(MRK)23,18823,128-602,5283,0521.32%+524
NOVO-NORDISK A S ADR(NVO)4,0386,951+2,9134188920.39%+475
J P MORGAN CHASE & CO COM(JPM)18,70318,040-6633,1813,6131.57%+432
EXXON MOBIL CORP COM041,994+41,99404,8812.12%+4,881
FACEBOOK INC(META)4,2103,843-3671,4901,8660.81%+376
MICROSOFT CORP(MSFT)27,30525,260-2,04510,26710,6274.61%+360
AMERICAN EXPRESS CO COM(AXP)13,57112,647-9242,5422,8801.25%+337
PROCTER & GAMBLE CO COM(PG)39,19537,323-1,8725,7446,0562.63%+312
BERKSHIRE HATHAWAY B NEW7,4267,033-3932,6482,9571.28%+309
QUALCOMM INC COM(QCOM)14,84614,406-4402,1472,4391.06%+292
FASTENAL CO COM(FAST)44,67741,247-3,4302,8943,1811.38%+288
ISHARES S&P 500 INDEX6,2126,114-982,9673,2141.40%+247
AUTOZONE INC COM(AZO)0363+36301,1440.50%+1,144
INTERNATIONAL BUSINESS MACHSCOM(IBM)6,2066,299+931,0151,2030.52%+188
ORACLE CORP COM(ORCL)013,408+13,40801,6840.73%+1,684
VANGUARD 500 INDEX FUND1,7711,918+1477749220.40%+148
MASTERCARD INCORPORATED(MA)10,6799,745-9344,5554,6932.04%+138
VERIZON COMMUNICATIONS COM(VZ)46,42944,981-1,4481,7501,8870.82%+137
RAYTHEON TECHNOLOGIES CORP COM(RTX)9,8309,83008279590.42%+132
EMERSON ELEC CO COM(EMR)020,852+20,85202,3651.03%+2,365
GENERAL ELEC CO COM(GE)2,8522,802-503644920.21%+128
SPDR ENERGY
ST STR ENERG ETF
010,684+10,68401,0090.44%+1,009
MARATHON PETROLEUM CORP(MPC)02,000+2,00004030.17%+403
WELLS FARGO & CO NEW COM(WFC)16,51415,811-7038139160.40%+103
SPDR COMMUNICATION
ST STR SVC ETF
17,72517,013-7121,2881,3890.60%+101
VANGUARD INDEX FDS EXTEND MKT ETF8,4038,427+241,3821,4770.64%+95
CATERPILLAR INC DEL COM(CAT)3,3102,919-3919791,0700.46%+91
WASTE MANAGEMENT INC NEW(WM)3,4593,302-1576207040.31%+84
PHILLIPS 66(PSX)6,0605,440-6208078890.39%+82
LOWES COS INC COM(LOW)2,7752,720-556186930.30%+75
CORTEVA INC COM(CTVA)07,195+7,19504150.18%+415
CHEVRONTEXACO CORP COM(CVX)018,064+18,06402,8491.24%+2,849
VANGUARD SMALL CAP ETF9,7529,394-3582,0802,1470.93%+67
VANGUARD TOTAL INTL STOCK VG TL INTL STK F20,73721,037+3001,2021,2680.55%+67
HOME DEPOT INC COM(HD)7,0386,529-5092,4392,5041.09%+66
APPLIED MATLS INC COM6,4495,362-1,0871,0451,1060.48%+61
VANGUARD GROWTH ETF1,7201,72005355920.26%+57
SPDR MATERIALS
ST STR MATER ETF
9,2949,174-1207958520.37%+57
TARGET CORP(TGT)6,0435,178-8658619180.40%+57
CONOCOPHILLIPS COM(COP)04,343+4,34305530.24%+553
PNC FINL SVCS GROUP INC COM(PNC)8,1038,053-501,2551,3010.56%+47
WAL MART STORES INC COM(WMT)016,802+16,80201,0110.44%+1,011
VANGUARD VALUE ETF3,1593,15904725140.22%+42
SPDR UTILITIES
ST STR UTIL ETF
21,69721,494-2031,3741,4110.61%+37
KIMBERLY CLARK CORP COM(KMB)05,112+5,11206610.29%+661
EATON CORP PLC(ETN)42842801031340.06%+31
VANGUARD MID CAP ETF3,7343,595-1398698980.39%+30
GOLDMAN SACHS GROUP INC(GS)4,9814,669-3121,9211,9500.85%+29
ECOLAB INC(ECL)2,8382,549-2895635890.26%+26
NVIDIA CORP COM(NVDA)070+700630.03%+63
SPDR FINANCIALS
ST STR FINL ETF
5,8755,775-1002212430.11%+22
ALTRIA GROUP INC(MO)06,497+6,49702830.12%+283
F N B CORP PA(FNB)57,93757,93707988170.35%+19
DOW INC COM(DOW)7,7617,676-854264450.19%+19
CONSTELLATION ENERGY CORP COM(CEG)0266+2660490.02%+49
OREILLY AUTOMOTIVE INC COM(ORLY)0100+10001130.05%+113
GLAXOSMITHKLINE PLC SPONSORED ADR(GSK)02,852+2,85201220.05%+122
MEDTRONIC PLC ORDINARY(MDT)4,9384,850-884074230.18%+16
CITIGROUP INC NEW(C)01,325+1,3250840.04%+84
AMERICAN ELEC PWR INC COM02,785+2,78502400.10%+240
MARATHON OIL CO03,111+3,1110880.04%+88
SCHWAB STRATEGIC TR US BRD MKT ETF02,300+2,30001400.06%+140
TRAVELERS COMPANIES INC COM(TRV)0309+3090710.03%+71
OCCIDENTAL PETE CORP DEL COM(OXY)02,199+2,19901430.06%+143
GENERAL DYNAMICS CORP(GD)48148101251360.06%+11
BP PLC SPONSORED ADR(BP)05,353+5,35302020.09%+202
AUTOMATIC DATA PROCESSING INCOM02,916+2,91607280.32%+728
SPDR DISCRETIONARY
ST STR DISCR ETF
01,931+1,93103550.15%+355
SYSCO CORP COM(SYY)02,783+2,78302260.10%+226
COINBASE GLOBAL INC COM CL A(COIN)0100+1000270.01%+27
PAYPAL HLDGS INC COM(PYPL)04,721+4,72103160.14%+316
ABBOTT LABS COM18,57918,066-5132,0452,0530.89%+8
VANGUARD INFORMATION TECH ETF
INF TECH ETF
0198+19801040.05%+104
DOMINION RES INC VA NEW COM(D)20,37019,628-7429579650.42%+8
MCKESSON CORP(MCK)0100+1000540.02%+54
GOLD TRUST(GLD)0500+50001030.04%+103
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK(GEHC)0490+4900450.02%+45
AMERIPRISE FINL INC COM(AMP)855755-1003253310.14%+6
DISNEY WALT CO COM DISNEY(DIS)03,836+3,83604690.20%+469
LINDE PLC SHS(LIN)0100+1000460.02%+46
CARRIER GLOBAL CORPORATION COM(CARR)07,600+7,60004420.19%+442
SCHLUMBERGER LTD COM(SLB)03,694+3,69402020.09%+202
SPDR INDUSTRIALS
ST STR INDL ETF
0358+3580450.02%+45
PRUDENTIAL FINANCIAL INC(PFH)0312+3120370.02%+37
ENTEGRIS INC(ENTG)0200+2000280.01%+28
VIATRIS INC COM(VTRS)03,688+3,6880440.02%+44
SHELL PLC SPON ADS(SHEL)03,150+3,15002110.09%+211
EBAY INC COM(EBAY)0408+4080220.01%+22
PUBLIC SVC ENTERPRISE GROUP COM(PEG)0664+6640440.02%+44
MATTEL INC COM(MAT)03,815+3,8150760.03%+76
TRACTOR SUPPLY CO COM(TSCO)076+760200.01%+20
ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS(ET)01,792+1,7920280.01%+28
ALLSTATE CORP COM(ALL)0100+1000170.01%+17
WK KELLOGG CO COM SHS0500+500090.00%+9
KELLOGG CO COM02,000+2,00001150.05%+115
WEYERHAEUSER CO COM(WY)02,344+2,3440840.04%+84
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