Peoples-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWFL",
  "ESSA",
  "GTX",
  "GDX",
  "RF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "EIM",
  "D",
  "EBAY",
  null,
  "WTRG",
  "EXPD",
  "FCX",
  null,
  "GD",
  null,
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "FRAF",
  "AMAT",
  "EMR",
  "META",
  "MNKD",
  "MVST",
  "PFIS",
  null,
  null,
  null,
  "JRS",
  "KMI",
  "LIN",
  null,
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "HAS",
  "NVS",
  "OXY",
  "ORLY",
  "EMN",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "PAYX",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "DOW",
  "AAPL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "NYT",
  "PPG",
  null,
  null,
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "BP",
  "IBM",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "NBTB",
  "ALC",
  "VWO",
  "TSCO",
  "XLB",
  "SU",
  "WY",
  "SNY",
  null,
  "GSK",
  null,
  null,
  null,
  "DD",
  "K",
  "TT",
  "GM",
  "ALLE",
  "X",
  "WAB",
  "F",
  "WEC",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "AEP",
  "FDBC",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  "LCID",
  "KD",
  "FNB",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "KLG",
  "XEL",
  "YUMC",
  "YUM",
  "XYL",
  "SOLV",
  "ONTO",
  null,
  "OPAL",
  "ET",
  "DVY",
  "NSC",
  "SO",
  "PPL",
  "OTIS",
  "PSX",
  "SYY",
  null,
  "LYB",
  "GEV",
  "ZBH",
  "MCK",
  "SYF",
  "NUE",
  null,
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "CARR",
  "CC",
  "CVX",
  "CHTR",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "CBU",
  "COP",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "VOD",
  "NEE",
  "NKE",
  "STT",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 257
Total Value: 60850048
Accession Number: 0001056943-25-000005
Form Type: 13F-HR
CIK: peoples-financial-services
Manager Name: Peoples-Financial-Services

Data Enrichment

92% identified

236 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

257 positions • $60.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CVS HEALTH Corp

CVS|126650100

Shares:285

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$60.9M)

Discover Financial Services

DFS|254709108

Shares:109

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$60.9M)

CSX CORP

CSX|126408103

Shares:600

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$60.9M)

81369Y308

Shares:216

Value:$17.6K

% of Portfolio:0.0% ($17.6K/$60.9M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:100

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$60.9M)

STATE STREET CORP

STT|857477103

Shares:190

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$60.9M)

Eaton Vance Municipal Bond Fund

EIM|27827X101

Shares:1.7K

Value:$16.6K

% of Portfolio:0.0% ($16.6K/$60.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:80

Value:$16.4K

% of Portfolio:0.0% ($16.4K/$60.9M)

81369Y407

Shares:75

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$60.9M)

46429B267

Shares:619

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$60.9M)

Ingersoll Rand Inc.

IR|45687V106

Shares:176

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$60.9M)

922908652

VXF|922908652

Shares:80

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$60.9M)

81369Y209

Shares:93

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$60.9M)

464287101

Shares:50

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$60.9M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:50

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$60.9M)

922042858

VWO|922042858

Shares:297

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$60.9M)

HASBRO, INC.

HAS|418056107

Shares:218

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$60.9M)

Constellation Energy Corp

CEG|21037T109

Shares:66

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$60.9M)

Synchrony Financial

SYF|87165B103

Shares:250

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$60.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:25

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	285	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$60.9M)	QoQ +50.96% (+$6.5K) YoY -15.05% (-$3.4K)
Discover Financial Services(DFScusip254709108)	109	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$60.9M)	QoQ -1.46% (-$276) YoY +30.22% (+$4.3K)
CSX CORP(CSXcusip126408103)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$60.9M)	QoQ -8.80% (-$1.7K) YoY -20.58% (-$4.6K)
(cusip81369Y308)✕	216	QoQ 0.00% (+0) YoY +81.51% (+97)	All Managers (Combined)	$17.6K	0.0% ($17.6K/$60.9M)	QoQ +3.89% (+$662) YoY +94.14% (+$8.6K)
Coinbase Global, Inc.(COINcusip19260Q107)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$60.9M)	QoQ -30.63% (-$7.6K) YoY -35.03% (-$9.3K)
STATE STREET CORP(STTcusip857477103)	190	QoQ 0.00% (-0) YoY -5.00% (-10)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$60.9M)	QoQ -8.78% (-$1.6K) YoY +10.01% (-$1.5K)
Eaton Vance Municipal Bond Fund(EIMcusip27827X101)	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.6K	0.0% ($16.6K/$60.9M)	QoQ -3.76% (-$649) YoY -3.67% (-$634)
DANAHER CORP /DE/(DHRcusip235851102)	80	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$16.4K	0.0% ($16.4K/$60.9M)	QoQ -10.69% (-$2.0K) YoY -17.90% (-$3.6K)
(cusip81369Y407)✕	75	QoQ 0.00% (-0) YoY -25.00% (-25)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$60.9M)	QoQ -11.98% (-$2.0K) YoY -19.46% (-$3.6K)
(cusip46429B267)✕	619	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$60.9M)	QoQ +0.04% (+$6) YoY +0.92% (+$130)
Ingersoll Rand Inc.(IRcusip45687V106)	176	QoQ 0.00% (-0) YoY NEW(+176)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$60.9M)	QoQ -11.52% (-$1.8K) YoY NEW(+$14.1K)
(VXFcusip922908652)	80	QoQ 0.00% (-0) YoY -13.04% (-12)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$60.9M)	QoQ -9.33% (-$1.4K) YoY -14.53% (-$2.3K)
(cusip81369Y209)✕	93	QoQ 0.00% (+0) YoY -4.12% (-4)	All Managers (Combined)	$13.6K	0.0% ($13.6K/$60.9M)	QoQ +6.12% (+$784) YoY -5.24% (-$751)
(cusip464287101)✕	50	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$60.9M)	QoQ -6.23% (-$901) YoY +9.46% (+$1.2K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$60.9M)	QoQ +14.74% (+$1.7K) YoY +80.67% (+$6.0K)
(VWOcusip922042858)	297	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$60.9M)	QoQ +2.75% (+$360) YoY +8.33% (+$1.0K)
HASBRO, INC.(HAScusip418056107)	218	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$60.9M)	QoQ +10.00% (+$1.2K) YoY +8.78% (+$1.1K)
Constellation Energy Corp(CEGcusip21037T109)	66	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.3K	0.0% ($13.3K/$60.9M)	QoQ -9.86% (-$1.5K) YoY +9.07% (+$1.1K)
Synchrony Financial(SYFcusip87165B103)	250	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$60.9M)	QoQ -18.57% (-$3.0K) YoY +22.77% (+$2.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	25	QoQ 0.00% (-0) YoY NEW(+25)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$60.9M)	QoQ -5.11% (-$667) YoY NEW(+$12.4K)