Fund HoldingsPEOPLES FINANCIAL SERVICES CORP.

Total Portfolio Value
$202.35M
Total Bought
$3.65M
Total Sold
$27.98M
Net Transaction
-$24.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC NPV(AVGO)031,939+31,93908,8044.35%+8,804
FLEXSHARES TR US QT LW VLTY
US QT LW VLTY
033,185+33,18502,2601.12%+2,260
MICROSOFT CORP(MSFT)020,575+20,575010,2345.06%+10,234
ORACLE CORP COM(ORCL)012,951+12,95102,8311.40%+2,831
PEOPLES FINL SVCS CORP0204,660+204,660010,1024.99%+10,102
AMAZON COM INC COM(AMZN)032,161+32,16107,0563.49%+7,056
EMERSON ELEC CO COM(EMR)018,724+18,72402,4961.23%+2,496
NVIDIA CORP COM(NVDA)1,3502,625+1,2751464150.20%+268
J P MORGAN CHASE & CO COM(JPM)16,35314,649-1,7044,0114,2472.10%+235
ISHARES TR MSCI EAFE INDEX31,47031,203-2672,5722,7891.38%+218
AMERICAN EXPRESS CO COM(AXP)09,879+9,87903,1511.56%+3,151
ALPHABET INC CAP STK CL C(GOOG)019,560+19,56003,4701.71%+3,470
INTERNATIONAL BUSINESS MACHSCOM(IBM)4,0994,084-151,0191,2040.59%+185
FASTENAL CO COM(FAST)35,95370,094+34,1412,7882,9441.45%+156
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
410525+1152724210.21%+149
VANGUARD MID CAP ETF04,276+4,27601,1960.59%+1,196
GENERAL ELEC CO COM(GE)2,0022,00204015150.25%+115
PHILIP MORRIS INTL INC(PM)4,6194,61907338410.42%+108
VANGUARD 500 INDEX FUND01,799+1,79901,0220.51%+1,022
CISCO SYS INC COM(CSCO)38,65235,916-2,7362,3852,4921.23%+107
VANGUARD GROWTH ETF01,391+1,39106100.30%+610
RAYTHEON TECHNOLOGIES CORP COM(RTX)6,7746,77408979890.49%+92
ALPHABET INC CAP STK CL A(GOOG)013,632+13,63202,4021.19%+2,402
KRAFT HEINZ CO COM(KHC)08,829+8,82902280.11%+228
PNC FINL SVCS GROUP INC COM(PNC)07,981+7,98101,4880.74%+1,488
GE VERNOVA INC COM(GEV)0368+36801950.10%+195
ANALOG DEVICES INC(ADI)08,026+8,02601,9100.94%+1,910
PALO ALTO NETWORKS INC COM(PANW)0350+3500720.04%+72
F N B CORP PA(FNB)057,937+57,93708450.42%+845
CORTEVA INC COM(CTVA)5,9655,889-763754390.22%+64
HONEYWELL INTL INC COM(HON)02,836+2,83606600.33%+660
CARRIER GLOBAL CORPORATION COM(CARR)05,590+5,59004090.20%+409
WELLS FARGO & CO NEW COM(WFC)12,35011,739-6118879410.46%+54
NIKE INC CL B(NKE)011,229+11,22907980.39%+798
AT&T INC COM(T)21,40222,402+1,0006056480.32%+43
TEXAS INSTRS INC COM(TXN)0202+2020420.02%+42
MARATHON PETROLEUM CORP(MPC)1,9501,95002843240.16%+40
MORGAN STANLEY DEAN WITTER DISCOVER & CO(MS)08,787+8,78701,2380.61%+1,238
EATON CORP PLC(ETN)0410+41001460.07%+146
CONSTELLATION ENERGY CORP COM(CEG)0266+2660860.04%+86
ONTO INNOVATION INC COM(ONTO)9001,400+5001091410.07%+32
AMERIPRISE FINL INC COM(AMP)0625+62503340.16%+334
STATE STR CORP COM(STT)01,666+1,66601770.09%+177
VANGUARD INFORMATION TECH ETF
INF TECH ETF
0198+19801310.06%+131
CAPITAL ONE FINL CORP(COF)0111+1110240.01%+24
CITIGROUP INC NEW(C)1,6021,593-91141360.07%+22
TRANE TECHNOLOGIES PLC SHS(TT)0200+2000870.04%+87
COINBASE GLOBAL INC COM CL A(COIN)0100+1000350.02%+35
META PLATFORMS INC(META)02,391+2,39101,7650.87%+1,765
STARBUCKS CORP COM(SBUX)3,3753,779+4043313460.17%+15
SCHWAB STRATEGIC TR US BRD MKT ETF06,000+6,00001430.07%+143
VANGUARD VALUE ETF3,1443,14405435560.27%+13
US BANCORP DEL(USB)06,253+6,25302830.14%+283
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
2,0002,0000921040.05%+12
SPDR FINANCIALS
ST STR FINL ETF
4,9354,923-122462580.13%+12
BANK NEW YORK MELLON CORP COM1,3931,39301171270.06%+10
GENERAL DYNAMICS CORP(GD)0462+46201350.07%+135
I SHARES TR DJ SLECT DIV INDEX877951+741181260.06%+9
GOLD TRUST(GLD)50050001441520.08%+8
ISHARES RUSSELL 1000 GROWTH130130047550.03%+8
3M CO(MMM)2,9962,942-544404480.22%+8
MCKESSON CORP(MCK)100100067730.04%+6
NORWOOD FINANCIAL CORPORATION03,555+3,5550920.05%+92
SPDR INDUSTRIALS
ST STR INDL ETF
343343045510.03%+6
NETFLIX INC COM(NFLX)012+120160.01%+16
BANKAMERICA CORP NEW0708+7080330.02%+33
NEW YORK TIMES CO CL A(NYT)0600+6000340.02%+34
SYNCHRONY FINANCIAL COM(SYF)0250+2500170.01%+17
PPG INDS INC COM(PPG)0772+7720880.04%+88
INDEXIQ ETF TR HEDGE MLTI ETF
HEDGE MULTI STRA
3,1823,18201001030.05%+3
SPROTT PHYSICAL SILVER TR TR UNIT(PSLV)5,0005,000058610.03%+3
SPDR INDEX SHS FDS S&P INTL ETF
ST S&P INTL ETF
0800+8000340.02%+34
NUCOR CORP(NUE)0325+3250420.02%+42
ALNYLAM PHARMACEUTICALS INC COM(ALNY)050+500160.01%+16
EBAY INC COM(EBAY)0408+4080300.02%+30
HASBRO INC COM(HAS)0218+2180160.01%+16
TESLA MOTORS, INC(TSLA)045+450140.01%+14
ISHARES TR RUS MD CP GR ETF9999012140.01%+2
ISHARES RUSSELL MID-CAP ETF300300026280.01%+2
CSX CORP COM(CSX)0600+6000200.01%+20
ISHARES S&P 1005050014150.01%+2
CVS/CAREMARK CORP COM(CVS)1,6431,638-51111130.06%+2
FREEPORTMCMORAN COPP CL B(FCX)0268+2680120.01%+12
PUBLIC SVC ENTERPRISE GROUP COM(PEG)0664+6640560.03%+56
VANGUARD FTSE DEVELOPED MARKET ETF0200+2000110.01%+11
MICROVAST HOLDINGS INC COM0500+500020.00%+2
INTUITIVE SURGICAL INC.025+250140.01%+14
ISHARES S&P 600 INDEX0250+2500270.01%+27
SYSCO CORP COM(SYY)01,622+1,62201230.06%+123
ISHARES RUSSELL 1000 VALUE185185035360.02%+1
TRUIST FINL CORP COM(TFC)0568+5680240.01%+24
REGIONS FINANCIAL CORP NEW(RF)0570+5700130.01%+13
TRAVELERS COMPANIES INC COM(TRV)0309+3090830.04%+83
ALLEGION PLC(ALLE)066+660100.00%+10
VIRTUS CONVERTABLE & INCOME COM(NCV)70770709100.00%+1
VANGUARD INTL EQUITY INDEX FALLWRLD EX US0120+120080.00%+8
CHARTER COMMUNICATIONS INC NCL A(CHTR)016+16070.00%+7
FIDELITY D & D BANCORP INC COM0146+146070.00%+7
INGERSOLL RAND INC COM(IR)0176+1760150.01%+15
EXPAND ENERGY CORPORATION COM(EXE)086+860100.00%+10
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