Fund HoldingsPEOPLES FINANCIAL SERVICES CORP.

Total Portfolio Value
$230.67M
Total Bought
$6.59M
Total Sold
$17.31M
Net Transaction
-$10.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PEOPLES FINL SVCS CORP0343,334+343,334016,7207.25%+16,720
MICROSOFT CORP(MSFT)027,305+27,305010,2674.45%+10,267
BROADCOM INC NPV(AVGO)04,480+4,48005,0012.17%+5,001
APPLE COMPUTER INC COM(AAPL)061,908+61,908011,9195.17%+11,919
AMAZON COM INC COM(AMZN)039,519+39,51906,0042.60%+6,004
LILLY ELI & CO COM(LLY)17,14517,034-1119,2099,9294.30%+720
MCDONALDS CORP COM(MCD)021,202+21,20206,2872.73%+6,287
BOEING CO COM(BA)08,696+8,69602,2670.98%+2,267
QUALCOMM INC COM(QCOM)14,88114,846-351,6532,1470.93%+494
AMERICAN EXPRESS CO COM(AXP)013,571+13,57102,5421.10%+2,542
MICROCHIP TECHNOLOGY INC COM(MCHP)039,980+39,98003,6051.56%+3,605
J P MORGAN CHASE & CO COM(JPM)018,703+18,70303,1811.38%+3,181
FASTENAL CO COM(FAST)044,677+44,67702,8941.25%+2,894
ADOBE INC COM(ADBE)3,6243,676+521,8482,1930.95%+345
GOLDMAN SACHS GROUP INC(GS)4,9874,981-61,6141,9210.83%+308
HOME DEPOT INC COM(HD)7,0647,038-262,1342,4391.06%+305
MASTERCARD INCORPORATED(MA)010,679+10,67904,5551.97%+4,555
BLACKROCK INC COM(BLK)1,7201,72001,1121,3960.61%+284
UNION PAC CORP COM(UNP)08,291+8,29102,0360.88%+2,036
ISHARES S&P 500 INDEX06,212+6,21202,9671.29%+2,967
VANGUARD SMALL CAP ETF09,752+9,75202,0800.90%+2,080
PNC FINL SVCS GROUP INC COM(PNC)08,103+8,10301,2550.54%+1,255
ANALOG DEVICES INC(ADI)010,533+10,53302,0910.91%+2,091
ABBOTT LABS COM018,579+18,57902,0450.89%+2,045
FACEBOOK INC(META)4,1854,210+251,2561,4900.65%+234
ALPHABET INC CAP STK CL C(GOOG)25,60225,60203,3763,6081.56%+232
VERIZON COMMUNICATIONS COM(VZ)046,429+46,42901,7500.76%+1,750
NOVO-NORDISK A S ADR(NVO)2,3124,038+1,7262104180.18%+207
TARGET CORP(TGT)06,043+6,04308610.37%+861
INTEL CORP COM(INTC)13,07313,07304656570.28%+192
VANGUARD INDEX FDS EXTEND MKT ETF08,403+8,40301,3820.60%+1,382
VANGUARD REAL ESTATE014,378+14,37801,2700.55%+1,270
F N B CORP PA(FNB)057,937+57,93707980.35%+798
NIKE INC CL B(NKE)012,967+12,96701,4080.61%+1,408
APPLIED MATLS INC COM06,449+6,44901,0450.45%+1,045
ALPHABET INC CAP STK CL A(GOOG)16,61816,690+722,1752,3311.01%+157
SPDR TECHNOLOGY
ST STR TECHN ETF
05,346+5,34601,0290.45%+1,029
COSTCO WHSL CORP NEW(COST)1,4901,500+108429900.43%+148
MERCK & CO INC NEW(MRK)023,188+23,18802,5281.10%+2,528
ABBVIE INC(ABBV)26,59726,481-1163,9654,1041.78%+139
LOCKHEED MARTIN CORP COM(LMT)02,728+2,72801,2360.54%+1,236
NORFOLK SOUTHERN CORP(NSC)03,834+3,83409060.39%+906
WELLS FARGO & CO NEW COM(WFC)016,514+16,51408130.35%+813
MORGAN STANLEY DEAN WITTER DISCOVER & CO(MS)11,87411,872-29701,1070.48%+137
VISA CLASS A(V)04,487+4,48701,1680.51%+1,168
NBT BANCORP INC COM(NBTB)019,000+19,00007960.35%+796
INTERNATIONAL BUSINESS MACHSCOM(IBM)6,3326,206-1268881,0150.44%+127
RAYTHEON TECHNOLOGIES CORP COM(RTX)09,830+9,83008270.36%+827
BANKAMERICA CORP NEW023,728+23,72807990.35%+799
SPDR COMMUNICATION
ST STR SVC ETF
17,87617,725-1511,1721,2880.56%+116
XYLEM INC(XYL)05,580+5,58006380.28%+638
SOUTHERN CO COM(SO)023,325+23,32501,6350.71%+1,635
VANGUARD MID CAP ETF03,734+3,73408690.38%+869
SPDR UTILITIES
ST STR UTIL ETF
021,697+21,69701,3740.60%+1,374
AMGEN INC COM(AMGN)4,7054,745+401,2651,3670.59%+102
WASTE MANAGEMENT INC NEW(WM)03,459+3,45906200.27%+620
VANGUARD TOTAL INTL STOCK VG TL INTL STK F020,737+20,73701,2020.52%+1,202
PPL CORP, COM(PPL)027,193+27,19307370.32%+737
CATERPILLAR INC DEL COM(CAT)3,2393,310+718849790.42%+94
DEERE & CO COM(DE)04,000+4,00001,5990.69%+1,599
NEXTERA ENERGY INC(NEE)028,737+28,73701,7450.76%+1,745
COCA COLA CO COM(KO)027,341+27,34101,6110.70%+1,611
PHILLIPS 66(PSX)6,0606,06007288070.35%+79
HONEYWELL INTL INC COM(HON)02,931+2,93106150.27%+615
DUKE ENERGY HLDG CORP(DUK)011,305+11,30501,0970.48%+1,097
VANGUARD GROWTH ETF01,720+1,72005350.23%+535
CVS/CAREMARK CORP COM(CVS)06,588+6,58805200.23%+520
VANGUARD 500 INDEX FUND01,771+1,77107740.34%+774
ECOLAB INC(ECL)02,838+2,83805630.24%+563
US BANCORP DEL(USB)08,073+8,07303490.15%+349
SPDR MATERIALS
ST STR MATER ETF
9,4389,294-1447417950.34%+54
COMMUNITY BANK SYSTEM INC(CBU)5,4125,41202282820.12%+54
MONDELEZ INTL INC(MDLZ)018,456+18,45601,3370.58%+1,337
COLGATE PALMOLIVE CO COM(CL)05,640+5,64004500.19%+450
BERKSHIRE HATHAWAY B NEW07,426+7,42602,6481.15%+2,648
EXPEDITORS INTL WASH INC(EXPD)04,878+4,87806200.27%+620
GENERAL ELEC CO COM(GE)02,852+2,85203640.16%+364
AMERIPRISE FINL INC COM(AMP)0855+85503250.14%+325
LOWES COS INC COM(LOW)02,775+2,77506180.27%+618
DOMINION RES INC VA NEW COM(D)020,370+20,37009570.42%+957
AMERICAN WATER WORKS05,533+5,53307300.32%+730
EATON CORP PLC(ETN)301428+127641030.04%+39
ACCENTURE LTD BERMUDA CL A
SHS CLASS A
0840+84002950.13%+295
VANGUARD VALUE ETF03,159+3,15904720.20%+472
ZOETIS INC CL A(ZTS)1,3921,403+112422770.12%+35
AT&T INC COM(T)019,944+19,94403340.14%+334
ISHARES TR MSCI EAFE INDEX05,100+5,10003840.17%+384
STATE STR CORP COM(STT)03,018+3,01802340.10%+234
SPDR FINANCIALS
ST STR FINL ETF
05,875+5,87502210.10%+221
NORWOOD FINANCIAL CORPORATION03,555+3,55501170.05%+117
LULULEMON ATHLETICA(LULU)2002000771020.04%+25
DOW INC COM(DOW)07,761+7,76104260.18%+426
PROCTER & GAMBLE CO COM(PG)039,195+39,19505,7442.49%+5,744
DUPONT DE NEMOURS INC COM(DD)8,8868,88606636840.30%+21
SPDR REAL ESTATE
ST STR REAL ETF
03,410+3,41001370.06%+137
ENBRIDGE INC(ENB)033,115+33,11501,1930.52%+1,193
MEDTRONIC PLC ORDINARY(MDT)4,9384,93803874070.18%+20
KRAFT HEINZ CO COM(KHC)05,912+5,91202190.09%+219
CONSOLIDATED EDISON INC(ED)03,530+3,53003210.14%+321
GENERAL DYNAMICS CORP(GD)48148101061250.05%+19
Page 1 of 1