Fund HoldingsPEOPLES FINANCIAL SERVICES CORP.

Total Portfolio Value
$215.86M
Total Bought
$3.80M
Total Sold
$20.01M
Net Transaction
-$16.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC NPV(AVGO)39,11038,721-3896,7468,9774.16%+2,231
BLACKROCK INC COM(BLK)01,522+1,52201,5600.72%+1,560
AMAZON COM INC COM(AMZN)034,694+34,69407,6113.53%+7,611
APPLE COMPUTER INC COM(AAPL)53,03052,299-73112,35613,0976.07%+741
ALPHABET INC CAP STK CL C(GOOG)022,013+22,01304,1921.94%+4,192
J P MORGAN CHASE & CO COM(JPM)16,77016,613-1573,5363,9821.84%+446
ALPHABET INC CAP STK CL A(GOOG)014,929+14,92902,8261.31%+2,826
EMERSON ELEC CO COM(EMR)019,573+19,57302,4261.12%+2,426
GOLDMAN SACHS GROUP INC(GS)4,0914,011-802,0252,2971.06%+271
PEOPLES FINL SVCS CORP0210,295+210,295010,7634.99%+10,763
MORGAN STANLEY DEAN WITTER DISCOVER & CO(MS)10,83510,815-201,1291,3600.63%+230
CISCO SYS INC COM(CSCO)39,94539,652-2932,1262,3471.09%+222
WELLS FARGO & CO NEW COM(WFC)012,350+12,35008670.40%+867
BOEING CO COM(BA)08,566+8,56601,5160.70%+1,516
AMERICAN EXPRESS CO COM(AXP)11,73311,274-4593,1823,3461.55%+164
MASTERCARD INCORPORATED(MA)06,949+6,94903,6591.70%+3,659
WAL MART STORES INC COM(WMT)16,45815,946-5121,3291,4410.67%+112
VISA CLASS A(V)02,504+2,50407910.37%+791
SPDR COMMUNICATION
ST STR SVC ETF
014,404+14,40401,3940.65%+1,394
BRISTOL MYERS SQUIBB CO(BMY)20,48120,226-2551,0601,1440.53%+84
TRANE TECHNOLOGIES PLC SHS(TT)0200+2000740.03%+74
ACCENTURE LTD BERMUDA CL A
SHS CLASS A
684894+2102423140.15%+73
CONOCOPHILLIPS COM(COP)02,636+2,63602610.12%+261
VANGUARD INDEX FDS EXTEND MKT ETF7,8387,819-191,4261,4850.69%+59
DISNEY WALT CO COM DISNEY(DIS)03,824+3,82404260.20%+426
PNC FINL SVCS GROUP INC COM(PNC)8,0377,987-501,4861,5400.71%+55
F N B CORP PA(FNB)57,93757,93708178560.40%+39
HONEYWELL INTL INC COM(HON)02,841+2,84106420.30%+642
ENBRIDGE INC(ENB)31,14530,593-5521,2651,2980.60%+33
COSTCO WHSL CORP NEW(COST)1,0861,08609639950.46%+32
SPDR DISCRETIONARY
ST STR DISCR ETF
01,389+1,38903120.14%+312
FEDEX CORPORATION(FDX)0100+1000280.01%+28
VANGUARD SMALL CAP ETF10,37610,358-182,4612,4891.15%+28
VANGUARD GROWTH ETF01,391+1,39105710.26%+571
CITIGROUP INC NEW(C)01,502+1,50201060.05%+106
GE VERNOVA INC COM(GEV)0368+36801210.06%+121
LULULEMON ATHLETICA(LULU)0200+2000760.04%+76
YUM BRANDS INC(YUM)0160+1600210.01%+21
AUTOZONE INC COM(AZO)36336301,1431,1620.54%+19
SPDR TECHNOLOGY
ST STR TECHN ETF
03,793+3,79308820.41%+882
INGERSOLL RAND INC COM(IR)0176+1760160.01%+16
STATE STR CORP COM(STT)1,6861,676-101491640.08%+15
INTUITIVE SURGICAL INC.025+250130.01%+13
AIR TRANSPORT SERVICES GRP ICOM02,240+2,2400490.02%+49
EASTMAN CHEMICAL CO(EMN)0124+1240110.01%+11
PAYPAL HLDGS INC COM(PYPL)4,2784,028-2503343440.16%+10
AT&T INC COM(T)21,75721,402-3554794870.23%+9
ALLEGION PLC(ALLE)066+66090.00%+9
EXPAND ENERGY CORPORATION COM(EXE)086+86090.00%+9
ZIMMER HLDGS INC COM(ZBH)080+80080.00%+8
NVIDIA CORP COM(NVDA)800783-17971050.05%+8
YUM CHINA HLDGS INC COM(YUMC)0160+160080.00%+8
XCEL ENERGY INC(XEL)3,4003,40002222300.11%+8
MCKESSON CORP(MCK)0100+1000570.03%+57
ALTRIA GROUP INC(MO)6,4976,485-123323390.16%+7
SPDR STAPLES
ST STR STAPL ETF
0216+2160170.01%+17
COINBASE GLOBAL INC COM CL A(COIN)0100+1000250.01%+25
VANGUARD INFORMATION TECH ETF
INF TECH ETF
0198+19801230.06%+123
US BANCORP DEL(USB)6,7656,610-1553093160.15%+7
BANK NEW YORK MELLON CORP COM1,3971,393-41001070.05%+7
TESLA MOTORS, INC(TSLA)045+450180.01%+18
ENERGY TRANSFER EQUITY L P COM UNIT LTD PRTNERS(ET)01,792+1,7920350.02%+35
SPDR FINANCIALS
ST STR FINL ETF
5,7755,535-2402622680.12%+6
CHARTER COMMUNICATIONS INC NCL A(CHTR)016+16050.00%+5
EATON CORP PLC(ETN)0419+41901390.06%+139
SYNCHRONY FINANCIAL COM(SYF)0250+2500160.01%+16
DISCOVER FINL SVCS0109+1090190.01%+19
OREILLY AUTOMOTIVE INC COM(ORLY)10010001151190.05%+3
ISHARES RUSSELL 1000 GROWTH0130+1300520.02%+52
SCHWAB STRATEGIC TR US BRD MKT ETF06,000+6,00001360.06%+136
NETFLIX INC COM(NFLX)121209110.00%+2
TRAVELERS COMPANIES INC COM(TRV)309309072740.03%+2
PAYCHEX INC COM(PAYX)0331+3310460.02%+46
GENERAL MOTORS CO COM(GM)0200+2000110.00%+11
I SHARES TR DJ SLECT DIV INDEX667696+2990910.04%+1
VANGUARD MID CAP ETF3,9913,99101,0531,0540.49%+1
TELEDYNE TECHNOLOGIES INC(TDY)037+370170.01%+17
GLOBAL PAMENTS INC(GPN)0100+1000110.01%+11
ISHARES TR RUS MD CP GR ETF099+990130.01%+13
MICROVAST HOLDINGS INC COM0500+500010.00%+1
TJX COMPANIES(TJX)0200+2000240.01%+24
ISHARES S&P 100050+500140.01%+14
KELLOGG CO COM2,0002,00001611620.08%+1
ESSA BANCORP INC COM01,370+1,3700270.01%+27
COMMUNITY BANK SYSTEM INC(CBU)5,4125,100-3123143150.15%0
TRUIST FINL CORP COM(TFC)0568+5680250.01%+25
WK KELLOGG CO COM SHS0375+375070.00%+7
ALLSTATE CORP COM(ALL)0100+1000190.01%+19
REGIONS FINANCIAL CORP NEW(RF)0570+5700130.01%+13
OCCIDENTAL PETE CORP DEL COM(OXY)02,296+2,29601130.05%+113
ISHARES RUSSELL MID-CAP ETF0300+3000270.01%+27
GARRETT MOTION INC COM(GTX)010+10000.00%0
KINDER MORGAN INC (DE) CLASS P(KMI)01+1000.00%0
AMERICAN INTL GROUP INC COM08+8010.00%+1
SNDL INC COM0100+100000.00%0
CLOROX COMPANY(CLX)075+750120.01%+12
MANNKIND CORPORATION(MNKD)0217+217010.00%+1
FIDELITY D & D BANCORP INC COM0146+146070.00%+7
UNITED STATES STL CORP NEW COM062+62020.00%+2
VIRTUS CONVERTIBLE & INCOME COM02,829+2,8290100.00%+10
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