Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Peoples Bancorp Inc.(PEBO) | 584,655 | 590,905 | +6,250 | $17.59M | $18.73M | 11.02% | +$1.13M |
| IsharesMUTUAL FUNDS | 36,145 | 27,961 | -8,184 | $20.85M | $16.46M | 9.69% | -$4.39M |
| IsharesMUTUAL FUNDS | 98,364 | 97,637 | -727 | $9.42M | $9.91M | 5.84% | +$494.7K |
| IsharesMUTUAL FUNDS | 152,256 | 146,311 | -5,945 | $9.49M | $9.12M | 5.37% | -$372.0K |
| Apple Inc.(AAPL) | 32,924 | 27,090 | -5,834 | $7.67M | $6.78M | 3.99% | -$887.4K |
| State Street SPDR S&P 500 ETF TrustMUTUAL FUNDS(SPY) | 12,124 | 11,347 | -777 | $6.96M | $6.65M | 3.91% | -$306.0K |
| IsharesMUTUAL FUNDS | 27,144 | 27,049 | -95 | $5.35M | $5.16M | 3.04% | -$188.9K |
| IsharesMUTUAL FUNDS | 47,808 | 44,587 | -3,221 | $5.59M | $5.14M | 3.02% | -$454.3K |
| VanguardMUTUAL FUNDS INTER TERM TREAS | 86,636 | 88,382 | +1,746 | $5.23M | $5.13M | 3.02% | -$108.4K |
| IsharesMUTUAL FUNDS | 92,972 | 93,668 | +696 | $4.99M | $4.82M | 2.84% | -$169.6K |
| IsharesMUTUAL FUNDS | 13,483 | 13,393 | -90 | $4.24M | $4.31M | 2.54% | +$75.8K |
| IsharesMUTUAL FUNDS CORE 1 5 YR USD | 76,181 | 77,832 | +1,651 | $3.71M | $3.72M | 2.19% | +$9.5K |
| Chevron Corporation(CVX) | 26,468 | 24,854 | -1,614 | $3.90M | $3.60M | 2.12% | -$298.1K |
| Microsoft Corporation(MSFT) | 9,556 | 7,445 | -2,111 | $4.11M | $3.14M | 1.85% | -$973.9K |
| IsharesMUTUAL FUNDS | 36,224 | 37,072 | +848 | $3.01M | $3.04M | 1.79% | +$27.1K |
| The Procter & Gamble Company(PG) | 19,849 | 18,109 | -1,740 | $3.44M | $3.04M | 1.79% | -$401.9K |
| VanguardMUTUAL FUNDS | 57,324 | 57,658 | +334 | $3.03M | $2.76M | 1.62% | -$270.1K |
| JPMorgan Chase & Co.(JPM) | 12,384 | 10,439 | -1,945 | $2.61M | $2.50M | 1.47% | -$109.0K |
| SchwabMUTUAL FUNDS | 28,773 | 85,022 | +56,249 | $2.43M | $2.32M | 1.37% | -$109.4K |
| Jp MorganMUTUAL FUNDS INCOME ETF | 48,749 | 49,923 | +1,174 | $2.26M | $2.28M | 1.34% | +$16.0K |
| NVIDIA Corporation(NVDA) | 23,784 | 16,564 | -7,220 | $2.89M | $2.22M | 1.31% | -$664.0K |
| Meta Platforms, Inc.(META) | 4,184 | 3,443 | -741 | $2.40M | $2.02M | 1.19% | -$379.2K |
| IsharesMUTUAL FUNDS | 22,734 | 22,483 | -251 | $2.00M | $1.99M | 1.17% | -$16.3K |
| Amazon.com, Inc.(AMZN) | 11,021 | 8,373 | -2,648 | $2.05M | $1.84M | 1.08% | -$216.6K |
| Eli Lilly and Company(LLY) | 2,619 | 2,314 | -305 | $2.32M | $1.79M | 1.05% | -$533.9K |
| Exxon Mobil Corporation | 18,407 | 16,198 | -2,209 | $2.16M | $1.74M | 1.03% | -$415.2K |
| Oracle Corporation(ORCL) | 10,217 | 9,629 | -588 | $1.74M | $1.60M | 0.94% | -$136.4K |
| SchwabMUTUAL FUNDS | 53,724 | 43,366 | -10,358 | $2.01M | $1.44M | 0.85% | -$567.5K |
| Fiserv, Inc.(FISV) | 7,150 | 6,770 | -380 | $1.28M | $1.39M | 0.82% | +$106.2K |
| Lennox International Inc.(LII) | 2,264 | 2,264 | 0 | $1.37M | $1.38M | 0.81% | +$11.3K |
| IsharesMUTUAL FUNDS | 23,095 | 23,516 | +421 | $1.22M | $1.22M | 0.72% | -$406 |
| Deere & Company(DE) | 2,645 | 2,615 | -30 | $1.10M | $1.11M | 0.65% | +$4.1K |
| Costco Wholesale Corporation(COST) | 1,399 | 1,169 | -230 | $1.24M | $1.07M | 0.63% | -$169.1K |
| The Home Depot, Inc.(HD) | 3,398 | 2,702 | -696 | $1.38M | $1.05M | 0.62% | -$325.8K |
| Alphabet Inc.(GOOG) | 8,623 | 5,546 | -3,077 | $1.43M | $1.05M | 0.62% | -$380.3K |
| InvescoMUTUAL FUNDS | 2,320 | 2,021 | -299 | $1.13M | $1.03M | 0.61% | -$99.1K |
| IsharesMUTUAL FUNDS CORE MSCI EAFE | 15,209 | 13,717 | -1,492 | $1.19M | $964.0K | 0.57% | -$223.0K |
| Escalade, Incorporated(ESCA) | 70,632 | 67,126 | -3,506 | $993.8K | $958.6K | 0.56% | -$35.2K |
| IsharesMUTUAL FUNDS | 8,269 | 8,269 | 0 | $989.0K | $955.5K | 0.56% | -$33.5K |
| Bank Of America | 21,012 | 20,617 | -395 | $833.8K | $906.1K | 0.53% | +$72.4K |
| Merck & Co., Inc.(MRK) | 10,809 | 8,715 | -2,094 | $1.23M | $867.0K | 0.51% | -$360.5K |
| SpdrMUTUAL FUNDS ST STR SP DIV | 6,364 | 6,355 | -9 | $903.9K | $839.5K | 0.49% | -$64.4K |
| Phillips 66(PSX) | 7,324 | 6,944 | -380 | $962.7K | $791.1K | 0.47% | -$171.6K |
| McDonald's Corporation(MCD) | 3,403 | 2,624 | -779 | $1.04M | $760.7K | 0.45% | -$275.6K |
| VanguardMUTUAL FUNDS INF TECH ETF | 1,272 | 1,206 | -66 | $746.1K | $749.9K | 0.44% | +$3.8K |
| Johnson & Johnson(JNJ) | 7,049 | 5,156 | -1,893 | $1.14M | $745.7K | 0.44% | -$396.7K |
| IsharesMUTUAL FUNDS | 25,034 | 9,833 | -15,201 | $2.09M | $743.5K | 0.44% | -$1.35M |
| Lowe's Companies, Inc.(LOW) | 2,962 | 2,917 | -45 | $802.3K | $719.9K | 0.42% | -$82.3K |
| Union Pacific Corporation(UNP) | 3,499 | 2,936 | -563 | $862.4K | $669.5K | 0.39% | -$192.9K |
| CSX Corporation(CSX) | 20,173 | 19,803 | -370 | $696.6K | $639.0K | 0.38% | -$57.5K |
| Morgan Stanley(MS) | 5,349 | 4,970 | -379 | $557.6K | $624.8K | 0.37% | +$67.2K |
| Broadcom Inc.(AVGO) | 5,779 | 2,550 | -3,229 | $996.9K | $591.2K | 0.35% | -$405.7K |
| VanguardMUTUAL FUNDS | 1,299 | 2,033 | +734 | $367.8K | $589.2K | 0.35% | +$221.4K |
| Cintas Corporation(CTAS) | 3,304 | 2,975 | -329 | $680.2K | $543.5K | 0.32% | -$136.7K |
| D.R. Horton, Inc.(DHI) | 3,780 | 3,725 | -55 | $721.1K | $520.8K | 0.31% | -$200.3K |
| UnitedHealth Group Incorporated(UNH) | 1,350 | 1,024 | -326 | $789.3K | $518.0K | 0.30% | -$271.3K |
| IsharesMUTUAL FUNDS | 1,424 | 1,270 | -154 | $534.5K | $510.0K | 0.30% | -$24.5K |
| International Business Machines Corporation(IBM) | 3,068 | 2,099 | -969 | $678.3K | $461.4K | 0.27% | -$216.8K |
| Applied Materials Delaware | 3,051 | 2,740 | -311 | $616.5K | $445.6K | 0.26% | -$170.8K |
| PepsiCo, Inc.(PEP) | 4,143 | 2,868 | -1,275 | $704.5K | $436.1K | 0.26% | -$268.4K |
| Cisco Systems, Inc.(CSCO) | 9,811 | 7,190 | -2,621 | $522.1K | $425.6K | 0.25% | -$96.5K |
| The Sherwin-Williams Company(SHW) | 1,250 | 1,237 | -13 | $477.1K | $420.5K | 0.25% | -$56.6K |
| AbbVie Inc.(ABBV) | 3,774 | 2,268 | -1,506 | $745.3K | $403.0K | 0.24% | -$342.3K |
| IsharesMUTUAL FUNDS | 3,928 | 3,917 | -11 | $376.9K | $399.9K | 0.24% | +$23.0K |
| Abbott Laboratories | 4,013 | 3,528 | -485 | $457.5K | $399.1K | 0.23% | -$58.5K |
| Stryker Corporation(SYK) | 1,268 | 1,105 | -163 | $458.1K | $397.9K | 0.23% | -$60.2K |
| The Kroger Co.(KR) | 6,657 | 6,333 | -324 | $381.4K | $387.3K | 0.23% | +$5.8K |
| ConocoPhillips(COP) | 3,039 | 3,678 | +639 | $319.9K | $364.8K | 0.21% | +$44.8K |
| NextEra Energy, Inc.(NEE) | 5,152 | 5,077 | -75 | $435.5K | $364.0K | 0.21% | -$71.5K |
| Visa Inc.(V) | 1,494 | 1,135 | -359 | $410.8K | $358.7K | 0.21% | -$52.1K |
| Bristol-Myers Squibb Company(BMY) | 5,546 | 5,711 | +165 | $286.9K | $323.0K | 0.19% | +$36.1K |
| IsharesMUTUAL FUNDS | 1,954 | 1,954 | 0 | $296.3K | $311.7K | 0.18% | +$15.4K |
| CABCO Trust for JC Penney Debentures(PFH) | 3,609 | 2,622 | -987 | $437.1K | $310.8K | 0.18% | -$126.3K |
| Corning Incorporated(GLW) | 6,403 | 6,336 | -67 | $289.1K | $301.1K | 0.18% | +$12.0K |
| Linde plcFOREIGN STOCK(LIN) | 705 | 705 | 0 | $336.2K | $295.2K | 0.17% | -$41.0K |
| Genuine Parts Company(GPC) | 2,675 | 2,500 | -175 | $373.6K | $291.9K | 0.17% | -$81.7K |
| IsharesMUTUAL FUNDS | 3,685 | 2,611 | -1,074 | $400.9K | $287.9K | 0.17% | -$113.0K |
| The Coca-Cola Company(KO) | 7,832 | 4,496 | -3,336 | $562.8K | $279.9K | 0.16% | -$282.9K |
| VanguardMUTUAL FUNDS | 1,492 | 1,603 | +111 | $260.5K | $271.4K | 0.16% | +$10.9K |
| United Bankshares, Inc.(UBSI) | 7,044 | 7,044 | 0 | $261.3K | $264.5K | 0.16% | +$3.2K |
| The Progressive Corporation(PGR) | 1,135 | 1,103 | -32 | $288.0K | $264.3K | 0.16% | -$23.7K |
| Netflix, Inc.(NFLX) | 462 | 285 | -177 | $327.7K | $254.0K | 0.15% | -$73.7K |
| PPG Industries, Inc.(PPG) | 2,125 | 2,110 | -15 | $281.5K | $252.0K | 0.15% | -$29.4K |
| RTX Corporation(RTX) | 2,278 | 2,158 | -120 | $276.0K | $249.7K | 0.15% | -$26.3K |
| Honeywell International Inc.(HON) | 1,259 | 1,084 | -175 | $260.2K | $244.9K | 0.14% | -$15.4K |
| IsharesMUTUAL FUNDS | 930 | 1,104 | +174 | $205.4K | $243.9K | 0.14% | +$38.5K |
| IsharesMUTUAL FUNDS | 6,277 | 3,000 | -3,277 | $504.0K | $235.9K | 0.14% | -$268.1K |
| InvescoMUTUAL FUNDS S&P MDCP QUALITY | 2,080 | 2,379 | +299 | $213.4K | $234.3K | 0.14% | +$20.9K |
| SpdrMUTUAL FUNDS ST TERM HIGH ETF | 9,094 | 9,094 | 0 | $234.2K | $229.6K | 0.14% | -$4.5K |
| Walmart Inc.(WMT) | 3,303 | 2,521 | -782 | $266.7K | $227.8K | 0.13% | -$38.9K |
| BP p.l.c.(BP) | 7,567 | 7,567 | 0 | $237.5K | $223.7K | 0.13% | -$13.8K |
| Air Transport Services Group | 0 | 9,832 | +9,832 | $0 | $216.1K | 0.13% | +$216.1K |
| The Clorox Company(CLX) | 1,325 | 1,325 | 0 | $215.9K | $215.2K | 0.13% | -$663 |
| Charter Communications, Inc.(CHTR) | 630 | 615 | -15 | $204.2K | $210.8K | 0.12% | +$6.6K |
| Arista Networks, Inc.(ANET) | 0 | 1,868 | +1,868 | $0 | $206.5K | 0.12% | +$206.5K |
| CME Group Inc.(CME) | 0 | 875 | +875 | $0 | $203.2K | 0.12% | +$203.2K |
| Danaher Corporation(DHR) | 1,035 | 885 | -150 | $287.8K | $203.2K | 0.12% | -$84.6K |
| American Elec Power Inc Common | 2,164 | 0 | -2,164 | $222.0K | $0 | — | -$222.0K |
| Amgen Inc.(AMGN) | 993 | 0 | -993 | $320.0K | $0 | — | -$320.0K |
| Arista Networks Inc | 574 | 0 | -574 | $220.3K | $0 | — | -$220.3K |