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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REGIONS FINANCIAL CORP

RF|7591EP100

Shares:570

Value:$12.4K

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

Tesla, Inc.

TSLA|88160R101

Shares:45

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$60.9M)

464287481

IWP|464287481

Shares:99

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$60.9M)

NETFLIX INC

NFLX|64110L106

Shares:12

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$60.9M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:158

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$60.9M)

Sanofi

SNY|80105N105

Shares:200

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$60.9M)

922908512

VOE|922908512

Shares:69

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$60.9M)

CLOROX CO /DE/

CLX|189054109

Shares:75

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$60.9M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:124

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$60.9M)

921943858

VEA|921943858

Shares:200

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$60.9M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:250

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$60.9M)

81369Y852

Shares:100

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$60.9M)

165167735

Shares:86

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$60.9M)

General Motors Co

GM|37045V100

Shares:200

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$60.9M)

92838X805

Shares:707

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$60.9M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:80

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$60.9M)

Medtronic plc

MDT|G5960L103

Shares:100

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$60.9M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:214

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$60.9M)

Allegion plc

ALLE|G0176J109

Shares:66

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$60.9M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:160

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$60.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
REGIONS FINANCIAL CORP(RFcusip7591EP100)	570	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$60.9M)	QoQ -7.65% (-$1.0K) YoY +3.27% (+$393)
Tesla, Inc.(TSLAcusip88160R101)	45	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$60.9M)	QoQ -35.82% (-$6.5K) YoY +47.42% (+$3.8K)
(IWPcusip464287481)	99	QoQ 0.00% (-0) YoY NEW(+99)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$60.9M)	QoQ -7.30% (-$917) YoY NEW(+$11.6K)
NETFLIX INC(NFLXcusip64110L106)	12	QoQ 0.00% (+0) YoY NEW(+12)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$60.9M)	QoQ +4.62% (+$495) YoY NEW(+$11.2K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	158	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$60.9M)	QoQ -5.20% (-$611) YoY -31.16% (-$5.0K)
Sanofi(SNYcusip80105N105)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$60.9M)	QoQ +14.99% (+$1.4K) YoY +14.11% (+$1.4K)
(VOEcusip922908512)	69	QoQ 0.00% (-0) YoY NEW(+69)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$60.9M)	QoQ -0.76% (-$85) YoY NEW(+$11.1K)
CLOROX CO /DE/(CLXcusip189054109)	75	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$60.9M)	QoQ -9.33% (-$1.1K) YoY -3.82% (-$439)
EASTMAN CHEMICAL CO(EMNcusip277432100)	124	QoQ 0.00% (-0) YoY NEW(+124)	All Managers (Combined)	$10.9K	0.0% ($10.9K/$60.9M)	QoQ -3.50% (-$397) YoY NEW(+$10.9K)
(VEAcusip921943858)	200	QoQ 0.00% (+0) YoY -14.52% (-34)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$60.9M)	QoQ +6.31% (+$604) YoY -13.38% (-$1.6K)
Essential Utilities, Inc.(WTRGcusip29670G102)	250	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$60.9M)	QoQ +8.84% (+$803) YoY +6.69% (+$620)
(cusip81369Y852)✕	100	QoQ 0.00% (-0) YoY -50.00% (-100)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$60.9M)	QoQ -0.37% (-$36) YoY -40.93% (-$6.7K)
(cusip165167735)✕	86	QoQ 0.00% (+0) YoY NEW(+86)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$60.9M)	QoQ +11.82% (+$1.0K) YoY NEW(+$9.6K)
General Motors Co(GMcusip37045V100)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$60.9M)	QoQ -11.73% (-$1.3K) YoY +3.70% (+$336)
(cusip92838X805)✕	707	QoQ NEW(+707) YoY NEW(+707)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$60.9M)	QoQ NEW(+$9.1K) YoY NEW(+$9.1K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	80	QoQ 0.00% (+0) YoY NEW(+80)	All Managers (Combined)	$9.1K	0.0% ($9.1K/$60.9M)	QoQ +7.14% (+$604) YoY NEW(+$9.1K)
Medtronic plc(MDTcusipG5960L103)	100	QoQ 0.00% (+0) YoY -80.00% (-400)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$60.9M)	QoQ +12.49% (+$998) YoY -79.37% (-$34.6K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	214	QoQ 0.00% (+0) YoY -38.85% (-136)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$60.9M)	QoQ +8.99% (+$738) YoY -53.38% (-$10.2K)
Allegion plc(ALLEcusipG0176J109)	66	QoQ 0.00% (-0) YoY NEW(+66)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$60.9M)	QoQ -0.16% (-$14) YoY NEW(+$8.6K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	160	QoQ 0.00% (+0) YoY NEW(+160)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$60.9M)	QoQ +8.09% (+$624) YoY NEW(+$8.3K)